Masked Application View for Secure Collaborative Sessions

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Solution Overview

Problem

In situations where customer service representatives need to explain complex information, such as insurance options, to customers, it is challenging to convey sensitive or proprietary data without accidentally disclosing confidential information, especially when using applications that contain multiple customer-related data sets.

Innovation Solution

The method involves establishing a collaborative session between devices, allowing for the concurrent display of a masked view of an application, where sensitive information is restricted or removed, ensuring that only relevant data associated with the customer is shown, using a collaborative framework and tagging mechanisms to control what is shared or hidden.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If the full application view is displayed to customers, then all relevant information is visible, but sensitive and proprietary data is disclosed

Engineering Contradiction:
Improveinformation completenessVSAvoidconfidentiality breach
Core Design Contradiction:
Loss of informationVSObject-affected harmful factors

Solution Approach 1:

The application view is segmented into multiple layers: the customer view (masked) and the representative view (full). This segmentation allows different portions of the same application to be displayed differently to different users, enabling information completeness for the representative while protecting sensitive data for the customer.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Different quality levels of information display are applied locally to different users. The customer receives a masked view with sensitive data removed, while the representative receives the full unmasked view. This local quality differentiation resolves the contradiction by tailoring the information display to each user's needs and authorization level.

Inventive Principle:
Principle #3Local quality

2Object-affected harmful factors

If sensitive information is masked from the customer view, then confidentiality is maintained, but the customer cannot see all available data

Engineering Contradiction:
Improveconfidentiality protectionVSAvoiddata visibility
Core Design Contradiction:
Object-affected harmful factorsVSLoss of information

Solution Approach 1:

The system introduces an intermediary masking layer between the application data and the customer display. This intermediary automatically removes or masks sensitive information based on predefined rules, allowing the customer to view non-sensitive information while protecting confidential data without requiring manual intervention.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If all customer-related data sets are visible, then comprehensive analysis is possible, but accidental disclosure of sensitive data occurs

Engineering Contradiction:
Improvedata analysis capabilityVSAvoiddata security
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The system dynamically adjusts the displayed information based on the user's role and context. The representative can access and analyze all customer-related data sets for comprehensive analysis, while the customer's view is dynamically masked to prevent accidental disclosure. This dynamic adaptation resolves the contradiction by making security context-dependent.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS10209855B1Concurrent display of masked views of applications between devices
Publication Date: 2019.02.19 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US10209855B1 patent drawing
  • US10209855B1 patent drawing
  • US10209855B1 patent drawing

AI summary

Methods, systems, and computer-readable and executable instructions for concurrent display of a masked view of an application between devices are described herein. One method for concurrent display of a masked view of an application between devices includes establishing a collaborative session with a first computing device and a second computing device, replicating a masked view of a first application on the first computing device, and concurrently displaying a view of the first application on a first user interface of the first computing device and the masked view of the first application on a second user interface of the second computing device in the collaborative session.