Outsourced Options Management System for CRM Load Reduction
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Solution Overview
Problem
High-volume customer options management in industries like telecommunications and utilities can overwhelm CRM systems, necessitating a solution to handle dynamic and data-intensive customer options without burdening the CRM system with unnecessary overhead.
Innovation Solution
A computer-implemented method and system that separates static and flexible customer subscription information, processing option requests solely in a secondary system, which includes an in-memory database for high availability and fast processing, thereby reducing the load on the CRM system.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If all customer subscription information is managed in the CRM system, then comprehensive customer data is available, but system performance degrades under high volume
Solution Approach 1:
The patent segments customer subscription information into two distinct systems: a CRM system storing static information (customer names, product identifiers) and a separate high-volume option management tool storing flexible information (activated options, dependencies). This segmentation allows each system to be optimized for its specific function, preventing the CRM system from being overwhelmed by high-volume option data while ensuring both data types are properly managed.
Solution Approach 2:
The patent extracts the high-volume option management functionality from the CRM system and places it in a separate dedicated system. This extraction removes the performance burden from the CRM system while maintaining the ability to access necessary customer data through the interface between the two systems.
2Stability of the object's composition
If dynamic option information is stored in the CRM system, then all subscription data is centralized, but processing speed decreases due to data intensity
Solution Approach 1:
The patent segments data into static CRM information and dynamic option information stored in separate systems. The high-volume option management tool uses an in-memory database specifically optimized for fast processing of dynamic option data, while the CRM system maintains static customer information. This segmentation enables fast processing without sacrificing data organization.
Solution Approach 2:
The patent introduces an intermediary interface between the CRM system and the high-volume option management tool. This intermediary allows the two systems to work together seamlessly, enabling the option management tool to access necessary customer data from the CRM system without requiring all data to be stored centrally in one system, thus maintaining processing speed while ensuring data accessibility.
3Adaptability or versatility
If the CRM system handles all option requests, then unified management is achieved, but resource taxation increases significantly
Solution Approach 1:
The patent segments the management functionality between two systems: the CRM system handles static customer information and the separate high-volume option management tool handles dynamic option requests. This segmentation reduces resource consumption in the CRM system by offloading high-volume option processing to a specialized system, while maintaining unified management through defined interfaces between the two systems.
Solution Approach 2:
The patent enables the high-volume option management tool to independently handle option processing using its own in-memory database and processing logic. This self-service capability allows the system to process option requests without constantly querying the CRM system, reducing resource taxation on the CRM system while maintaining data consistency through the intermediary interface.
Data Source
AI summary
A computer-implemented method for processing options requests includes: storing, in a first system, static information regarding subscriptions by customers, the static information including at least customer names and product identifiers; storing, in a second system separate from the first system, flexible information regarding the subscriptions including at least activated options; and processing requests from the customers regarding options in the second system, wherein the first system and the static information are not used in processing the requests.