Real-time Recommendation System for Client Interaction Efficiency

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Solution Overview

Problem

Conventional systems lack the capability to generate tailored recommendations in real-time for client interactions, leading to decreased efficiency.

Innovation Solution

A system comprising processing devices and memory devices with computer-readable program code that extracts user information, generates topics and tips, and transmits control signals to display tailored recommendations on associate devices during interactions, prioritizing topics and adapting the graphical user interface in real-time based on user responses.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If conventional systems use standard recommendations from a data store, then the system complexity is reduced, but the productivity and effectiveness of client interactions decrease

Engineering Contradiction:

Improveefficiency of client interactionsVSAvoidsystem complexity

Core Design Contradiction:

ProductivityVSDevice complexity

Solution Approach 1:

The system performs preliminary actions by extracting user information and generating tailored recommendations in advance of the client interaction. The processing device extracts relevant user data, generates customized recommendations, and prepares the graphical user interface before the associate meets with the client, ensuring readiness and eliminating real-time computation delays during the interaction.

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The system enables self-service by automatically extracting user information, generating tailored recommendations, and updating the graphical user interface without manual intervention. The processing device autonomously retrieves user data, formulates customized recommendations based on extracted information, and presents them to the associate, reducing the need for manual recommendation preparation.

Inventive Principle:

Principle #25Self-service

2Adaptability or versatility

If the system generates tailored recommendations in real-time, then the adaptability to client interactions improves, but the processing time and system complexity increase

Engineering Contradiction:

Improvetailoring of recommendationsVSAvoidprocessing time

Core Design Contradiction:

Adaptability or versatilityVSLoss of time

Solution Approach 1:

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The system incorporates feedback mechanisms by monitoring user responses during interactions and dynamically adjusting recommendations. The processing device receives feedback from user interactions, analyzes responses, and updates the graphical user interface with refined recommendations, enabling continuous adaptation while maintaining efficient processing through iterative improvements rather than complete regeneration.

Inventive Principle:

Principle #23Feedback

3Measurement precision

If the system extracts and processes user information dynamically, then the measurement precision of user needs improves, but the device complexity and processing requirements increase

Engineering Contradiction:

Improveaccuracy of user information extractionVSAvoidprocessing device complexity

Core Design Contradiction:

Measurement precisionVSDevice complexity

Solution Approach 1:

The system applies extraction by isolating and retrieving only the specific user information relevant to generating recommendations. The processing device extracts pertinent user data from larger data sets, focusing on key attributes needed for personalized recommendations, thereby reducing processing complexity while maintaining high precision in understanding user needs.

Inventive Principle:

Principle #2Taking out (Extraction)

Solution Approach 2:

The system applies local quality by treating different user information with different levels of processing intensity based on relevance. The processing device identifies and applies specialized extraction and analysis methods to specific user data elements that require higher precision, while using simpler processing for less critical information, optimizing the balance between accuracy and complexity.

Inventive Principle:

Principle #3Local quality

Data Source

PatentUS11068287B2Real-time generation of tailored recommendations associated with client interactions

Publication Date: 2021.07.20 BANK OF AMERICA CORP

AI summary

Embodiments of the present invention provide a system for real-time generation of tailored recommendations associated with client interactions. The system is configured to identify an interaction associated with an associate, extract information of a user associated with the interaction, transfer the extracted information to an associate device, transmit first set of control signals to the associate device, wherein the first set of control signals cause a graphical user interface of the associate device to display the extracted information to the associate, identify a type of the interaction, generate topics associated with the interaction based on the type of the interaction, transfer the topics to the associate device, and transmit a second set of control signals to the associate device, wherein the second set of control signals cause the graphical user interface of the associate device to display the one or more topics to the associate.