Insight Quantization and State Control for CRM Systems

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Solution Overview

Problem

Enterprise systems, particularly CRM systems, face challenges in providing real-time interaction-specific guidance and automated actions to address user-specific issues due to an inability to accurately quantize user states and forecast potential issues, leading to inefficient systems with limited capabilities.

Innovation Solution

The Insight Quantization and State Control (IQSC) system dynamically monitors user interactions, utilizes quantized insight indexes to forecast issues, and triggers state improvement processes to mediate user states through automated actions, enhancing situational awareness and user satisfaction.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If enterprise systems monitor and analyze user interactions in real-time, then user state quantization accuracy and issue forecasting capability are improved, but system complexity and computational resource requirements increase

Engineering Contradiction:
Improveuser state quantization accuracyVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent segments user state quantization into discrete quantized insight indexes (QIIs) with predefined thresholds and categories. This segmentation transforms continuous user state data into manageable discrete levels, enabling accurate real-time monitoring while reducing computational complexity through standardized classification frameworks.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent changes the representation of user state from continuous qualitative data to discrete quantized parameters. By transforming user interaction data into standardized quantized insight indexes with specific threshold values, the system achieves precise real-time measurement while optimizing computational efficiency through parameter standardization.

Inventive Principle:
Principle #35Parameter changes

2Ease of operation

If enterprise systems implement automated state improvement processes, then user satisfaction and issue resolution are improved, but automation extent and control complexity increase

Engineering Contradiction:
Improveuser satisfactionVSAvoidautomation extent
Core Design Contradiction:
Ease of operationVSExtent of automation

Solution Approach 1:

The patent implements preliminary action by pre-defining quantized insight indexes, their threshold values, and corresponding state improvement processes before user interactions occur. This preparation enables automated real-time response to user state changes without requiring complex adaptive decision-making, thus achieving high automation with manageable control complexity.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent establishes feedback mechanisms where real-time monitoring of indicator values continuously updates quantized insight indexes, which then trigger appropriate state improvement processes. This closed-loop feedback system enables automated user satisfaction optimization while maintaining controllable complexity through structured feedback-response relationships.

Inventive Principle:
Principle #23Feedback

3Reliability

If enterprise systems perform continuous monitoring and real-time analysis, then issue forecasting accuracy is improved, but processing time and system response time increase

Engineering Contradiction:
Improveissue forecasting accuracyVSAvoidprocessing time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent applies partial action by monitoring only the most relevant indicator values associated with predefined quantized insight indexes rather than analyzing all possible user interaction data. This selective monitoring maintains high forecasting accuracy for critical user states while significantly reducing processing time and computational overhead.

Inventive Principle:
Principle #16Partial or excessive action

Solution Approach 2:

The patent performs preliminary action by pre-establishing quantized insight indexes with specific threshold values and corresponding state improvement processes. This pre-prepared framework enables rapid real-time evaluation of user states without requiring complex on-demand analysis, thus achieving accurate issue forecasting with minimal processing delays.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS20240420167A1Techniques for insight quantization and state control
Publication Date: 2024.12.19 WELLS FARGO BANK NA
  • US20240420167A1 patent drawing
  • US20240420167A1 patent drawing
  • US20240420167A1 patent drawing

AI summary

Various embodiments are generally directed to insight quantization and state control, such as in the context of CRM. Some embodiments are particularly directed to forecasting and avoiding or diffusing user issues, such as customer complaints, associated with enterprises and enterprise systems. For example, embodiments include utilizing insight indexes to quantize user states, determining a likelihood for issues to arise based on the quantized insight indexes, and performing a state improvement process when the likelihood for issues arises. The state improvement process may generate and/or implement mediating output actions configured to adjust the quantized insight indexes and reduce the likelihood for issues to arise.