Proactive Outreach Platform for Error Resolution

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Solution Overview

Problem

Users face inefficiencies in resolving operational errors in online computing services, as they often require self-research or manual contact with service providers, leading to long wait times and lack of targeted assistance.

Innovation Solution

A proactive outreach platform that utilizes aggregated data to automatically route users to appropriate assistance channels by mapping error events to user intents and providing intelligent, server-driven UI transformations, leveraging a rules engine and machine learning to offer real-time assistance.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of time

If users perform self-research or manually contact service providers to resolve errors, then users can obtain assistance, but users experience long wait times and significant effort

Engineering Contradiction:
Improvewait time for error resolutionVSAvoiduser effort to resolve errors
Core Design Contradiction:
Loss of timeVSEase of operation

Solution Approach 1:

The system performs preliminary actions by proactively detecting errors before users can act, automatically routing users to appropriate assistance channels based on error type and user context. This eliminates the need for users to perform self-research or manually search for help, directly reducing wait time and effort.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements feedback mechanisms by monitoring user interactions and error events in real-time, then dynamically routing users to the most appropriate assistance channel. This closed-loop feedback system continuously optimizes the assistance delivery process, ensuring users receive targeted help without manual intervention.

Inventive Principle:
Principle #23Feedback

2Productivity

If users manually contact service providers for error resolution, then users can receive assistance, but the process lacks targeting and efficiency

Engineering Contradiction:
Improveerror resolution efficiencyVSAvoidtargeted assistance delivery
Core Design Contradiction:
ProductivityVSAdaptability or versatility

Solution Approach 1:

The system applies local quality by customizing the assistance channel selection based on specific error types, user context, and historical data. Each user receives a tailored assistance path rather than a generic help process, improving both efficiency and adaptability simultaneously.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system changes parameters dynamically by adjusting assistance channel routing based on real-time error characteristics, user behavior patterns, and system state. This parameter-driven approach enables both high productivity through automated routing and high adaptability through context-sensitive decision-making.

Inventive Principle:
Principle #35Parameter changes

3Ease of operation

If service providers implement traditional help systems, then users can access help documents, but the process requires significant user effort and time

Engineering Contradiction:
Improveaccess to assistanceVSAvoidtime to resolve operational issues
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The system introduces an intermediary automated routing layer between users and assistance resources. This intermediary automatically matches users with appropriate help channels based on error analysis, eliminating the need for users to manually navigate help systems while maintaining easy access to relevant assistance.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system replaces the mechanical manual process of searching and contacting help with an automated digital routing system. This substitution uses algorithms and data analysis to perform what previously required manual user effort, dramatically reducing time while maintaining ease of access.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Data Source

PatentUS11409590B2Proactive outreach platform for error resolution based on user intent in server-driven communication channels
Publication Date: 2022.08.09 PAYPAL INC
  • US11409590B2 patent drawing
  • US11409590B2 patent drawing
  • US11409590B2 patent drawing

AI summary

There are provided systems and methods for a proactive outreach platform for server-driven communication channel presentation. A service provider, such as an electronic transaction processor for digital transactions, may utilize a data aggregation operation to detect different error or help events occurring thought different domains, pages, and interfaces of service provider. Using these events, mappings of user intents that resulted in the error event, and assistance channels may be generated. Rule may be established for mapping user intents to channels based on the error events, as well as issue priority and user engagement. Thereafter, when a user accesses a particular online service of the service provider and is performing an operation that results in an error, such as an account access failure, the mappings and rules may be used to proactively outreach to the user with a particular assistance channel that may result the user's error event.