Server-Side Compliance Message Triggering for First Contact
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Solution Overview
Problem
Existing systems face inefficiencies and inaccuracies in maintaining compliance with communication rules during initial customer contact, particularly with unsolicited electronic communications, leading to inconsistencies and increased costs due to endpoint-device centric solutions that incur latency and network traffic issues.
Innovation Solution
A communication system that generates and sends triggered text responses upon first contact, ensuring compliance notices are delivered consistently and reliably, with system-controlled messages that can be updated and reset, independent of user-level modifications, to maintain corporate compliance standards.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If endpoint-device centric solutions are used to handle initial customer contact, then devices can process messages locally, but latency increases and network traffic becomes unpredictable
Solution Approach 1:
The patent inverts the traditional endpoint-device centric approach by implementing server-side control logic. Instead of having endpoint devices determine and send compliance messages autonomously, the server receives inbound messages, determines whether they are first contacts, and triggers the appropriate compliance messages. This inversion transfers the decision-making logic from endpoints to the server, reducing latency and network traffic variability.
2Adaptability or versatility
If user-level autoreply messages are configured to handle first contact scenarios, then customization is possible, but compliance consistency cannot be guaranteed
Solution Approach 1:
The patent introduces the server as an intermediary between the inbound message and the compliance message response. The server acts as a mediator that enforces compliance rules consistently while allowing user-level customization to coexist. The server-controlled first contact message logic ensures compliance consistency, while user autoreply messages can still provide customization for non-compliance aspects of the communication.
3Reliability
If multiple message types are sent in response to first contact, then comprehensive compliance coverage is achieved, but message ordering becomes unpredictable
Solution Approach 1:
The patent implements preliminary action by having the server determine and trigger the first contact status before any user-level autoreply messages are processed. The server evaluates whether an inbound message is a first contact and triggers the appropriate compliance message in advance, ensuring proper message ordering and sequence. This preliminary determination prevents the unpredictability that would arise from multiple devices independently deciding to send messages.
Data Source
AI summary
A method for generating pre-defined outbound messages includes detecting an inbound message from a source communication address of a first end user device to a destination communication address of a second end user device, determining that the destination communication address is associated with an entity requiring that a pre-defined outbound message accompanying one or more responsive outbound messages be initially sent to each of a plurality of customers of the entity, wherein the first end user device is one of the plurality of customers of the entity, and responsive to determining that the inbound message is an initial message between the source communication address and the destination communication address, generating the pre-defined outbound message comprising compliance language related to communications with the one of the plurality of customers of the entity, and causing the pre-defined outbound message to be sent to the source communication address as though originating from the destination communication address.