Modular Middleware for Automated Customer Data Retrieval

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Solution Overview

Problem

Customer service agents face inefficiencies in accessing customer account information during calls, leading to increased search times, customer frustration, and higher operational costs due to the need for specific telephony systems or limited integration with existing software.

Innovation Solution

A modular communication middleware system that connects to various software and telephony systems, allowing agents to retrieve customer records with a single mouse click upon receiving a call, improving search efficiency, accuracy, and enabling better customer service by capturing and updating phone numbers and tracking agent performance.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If manual searches are performed based on customer name or account number, then customer account information can be retrieved, but search time increases and customer satisfaction decreases

Engineering Contradiction:
Improvecustomer information retrieval accuracyVSAvoidsearch time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system performs preliminary actions by automatically capturing the customer's phone number from the telephony system at the moment the call is received, and proactively querying the customer service database before the agent needs to manually search. This eliminates the manual search step entirely, reducing search time from multiple seconds to near-instantaneous retrieval while maintaining high accuracy through automated data capture.

Inventive Principle:
Principle #10Preliminary action

2Productivity

If specific telephony systems are purchased to improve search functionality, then customer information can be retrieved more efficiently, but system complexity and cost increase

Engineering Contradiction:
Improvecall handling efficiencyVSAvoidtelephony system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent introduces a middleware component that acts as an intermediary between existing telephony systems and customer service applications. This middleware captures phone number data from the telephony system, queries the customer service database, and presents results to the agent. By using this intermediary layer, the system achieves efficient customer information retrieval without requiring changes to the existing telephony infrastructure, thus maintaining low complexity while improving productivity.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Measurement precision

If agents manually update customer contact numbers, then customer records can be kept current, but accuracy and efficiency decrease

Engineering Contradiction:
Improvecontact number accuracyVSAvoidrecord updating efficiency
Core Design Contradiction:
Measurement precisionVSProductivity

Solution Approach 1:

The system implements self-service by automatically capturing the customer's phone number from the telephony system and updating the customer service database without requiring manual agent intervention. The middleware monitors incoming calls, extracts phone number information, and performs database updates autonomously. This eliminates manual typing errors, ensuring high accuracy while dramatically improving efficiency by removing the manual update step entirely.

Inventive Principle:
Principle #25Self-service

4Productivity

If more agents are employed to handle call volume, then customer service capacity increases, but operational costs increase

Engineering Contradiction:
Improvecall processing capacityVSAvoidpayroll expense
Core Design Contradiction:
ProductivityVSLoss of energy

Solution Approach 1:

The patent changes the parameter of information retrieval time from manual search duration to automated instant retrieval. By implementing the middleware system that automatically captures phone numbers and queries the database, each agent's effective productivity increases significantly. This allows the organization to handle the same or greater call volume with fewer agents, thereby reducing payroll expenses while maintaining or improving customer service capacity.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS11281685B1Modular communication middleware for data retrieval and presentation
Publication Date: 2022.03.22 PET HOSPITAL SOLUTIONS LLC
  • US11281685B1 patent drawing
  • US11281685B1 patent drawing
  • US11281685B1 patent drawing

AI summary

Apparatuses, systems, and methods are provided for a modular communication middleware for data retrieval and presentation. An agent device includes a customer service application and a customer service database. An external telephony system and an application system are provided. The application system includes a data storage and a query component coupleable to the external telephony system. The query component may receive an incoming call from the external telephony system and query the data storage for additional information based at least in part upon the received incoming call. A user interface component may selectively transmit match information to the customer service application for presentation to a user of the customer service application based at least in part upon a result of the query to the data storage.