SSFTD Software Update Automation via Local Reference Stacks

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Solution Overview

Problem

Service providers face significant challenges in efficiently and reliably updating software on a large number of self-service financial transaction devices (SSFTDs) due to network bandwidth limitations and the complexity of the installation process, which can lead to errors, especially when human intervention is required.

Innovation Solution

The method involves creating a reference software stack that can be imaged and sent to SSFTDs, allowing them to generate their own stack locally, using delta patch files for larger updates, and employing a logically-protected region on the hard drive for storing installation components and instructions, enabling automated and error-reduced updates without the need for a human operator.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If software upgrades are distributed over the network to all SSFTDs, then all SSFTDs can receive updates, but network bandwidth limitations make this impractical or economical

Engineering Contradiction:
Improvesoftware update distributionVSAvoidnetwork bandwidth
Core Design Contradiction:
ReliabilityVSLoss of energy

Solution Approach 1:

The patent segments the software update distribution process into local and network components. A master reference stack is maintained locally at each SSFTD, while only incremental updates (deltas) are transmitted over the network. This segmentation allows the system to avoid transmitting complete software stacks repeatedly, significantly reducing network bandwidth consumption while ensuring all SSFTDs receive necessary updates.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent implements preliminary action by pre-distributing a complete reference software stack to each SSFTD via removable media before network connectivity is established. This initial local copy serves as a baseline, allowing subsequent updates to be applied locally without requiring repeated network transmissions of the entire software stack.

Inventive Principle:
Principle #10Preliminary action

2Ease of manufacture

If a complex installation sequence is performed locally at each SSFTD, then software can be installed, but the process is prone to error and not reliably repeatable

Engineering Contradiction:
Improvesoftware installationVSAvoidinstallation repeatability
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The patent implements self-service by enabling each SSFTD to automatically perform software installation and updates using locally stored reference stacks and update deltas. The system uses automated task sequences that execute without human intervention, comparing the current software state against the reference stack and applying only necessary changes. This eliminates manual installation errors and ensures consistent, repeatable results across all SSFTDs.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent incorporates feedback mechanisms where the SSFTD continuously compares its current software configuration against the stored reference stack. This feedback loop identifies discrepancies and automatically triggers the appropriate correction actions, ensuring the system self-corrects any drift from the intended software state and maintains reliability across distributed installations.

Inventive Principle:
Principle #23Feedback

3Ease of operation

If a human service operator is involved in locally managing the installation sequence, then installation can be performed, but potential errors are even more likely

Engineering Contradiction:
Improvesoftware installationVSAvoidinstallation accuracy
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent eliminates human involvement in the installation process by implementing automated task sequences that run locally at each SSFTD. The system automatically retrieves updates, compares them against the reference stack, and applies changes without human intervention. This automation removes the source of human error entirely while maintaining ease of operation through unattended execution.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent introduces an intermediary automated installation agent that mediates between the update source and the SSFTD software environment. This agent executes predefined task sequences, manages the installation process, and handles error correction automatically, replacing human operators and eliminating their potential for error while maintaining the installation process.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Stability of the object's composition

If all SSFTDs are upgraded within a short window of time, then consistent user experience is achieved, but the burden on service providers becomes overwhelming

Engineering Contradiction:
Improveuser experience consistencyVSAvoidmaintenance burden
Core Design Contradiction:
Stability of the object's compositionVSDevice complexity

Solution Approach 1:

The patent segments the software distribution architecture into locally autonomous SSFTDs that each maintain their own reference stack and perform updates independently. This segmentation allows updates to be propagated through the network gradually as SSFTDs come online, rather than requiring simultaneous coordination of all devices. Each unit upgrades at its own pace while maintaining consistency with the reference standard, reducing the operational burden on service providers.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent implements universality by creating a single master reference software stack that serves as the authoritative source for all SSFTDs. This universal reference can be copied to any number of devices without modification, allowing consistent user experience across the entire fleet while simplifying the service provider's maintenance burden through standardized, repeatable distribution processes.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS8671402B2Network-enhanced control of software updates received via removable computer-readable medium
Publication Date: 2014.03.11 BANK OF AMERICA CORP
  • US8671402B2 patent drawing
  • US8671402B2 patent drawing
  • US8671402B2 patent drawing

AI summary

Methods, apparatuses, and systems for network enhanced controls of software updates received via a computer-readable medium are described. A request for identification information of an image version may be sent from a first computer to a second computer. The first computer may receive identification information of the image version. The first computer may determine whether data representing the image version is stored on a removable computer-readable storage medium. Responsive to determining that data representing the image version is stored on the removable computer-readable storage medium, the first computer may load the data representing the image version from the removable computer-readable storage medium.