Task Assignment System Using Skill Matrix and Weightage Analysis

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Solution Overview

Problem

Current systems for task assignment in banking institutions, such as KYC requests, are inefficient due to manual task generation and first-come-first-served periodic review, leading to delayed completions, dissatisfaction, and poor visibility into service request progress.

Innovation Solution

A method and system for automatically assigning tasks to users based on a weightage calculation and skill matrix analysis, considering factors like task complexity, user availability, and due diligence conditions, using a processor to dynamically maintain queues and assign tasks to the most suitable users.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual task generation and first-come-first-served periodic review are used, then task assignment is simple to implement, but task completion is delayed and visibility into service request progress is poor

Engineering Contradiction:
Improvetask completion speedVSAvoidtask assignment system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system automatically assigns tasks to users based on skill matrices and task weightage without requiring manual intervention. The task assignment system self-manages the allocation process by comparing task requirements with user capabilities, eliminating the need for manual task generation and review while improving completion speed.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The manual mechanical process of task assignment is replaced with an automated computational system that uses skill matrices, task weightage calculations, and algorithmic matching. This substitution of manual mechanics with automated computing resolves the contradiction by providing both speed and intelligence.

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

2Adaptability or versatility

If tasks are assigned based on first-come-first-served periodic review, then assignment process is easy to manage, but resource utilization is poor and qualified users may not receive appropriate tasks

Engineering Contradiction:
Improvetask-user matching accuracyVSAvoidtask assignment management ease
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The system continuously updates skill matrices based on user performance feedback and task completion data. This feedback mechanism enables the system to adaptively improve task-user matching accuracy over time while automatically managing the complexity of tracking and evaluating user capabilities across multiple dimensions.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system dynamically adjusts task weightage parameters and skill matrix parameters based on changing requirements and performance data. This parameter adaptation allows the system to maintain high matching accuracy while the automated parameter management handles the operational complexity.

Inventive Principle:
Principle #35Parameter changes

3Productivity

If automated task assignment with skill matrix analysis is implemented, then task completion efficiency is improved, but system complexity increases

Engineering Contradiction:
Improvetask management efficiencyVSAvoidassignment system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system segments task evaluation into distinct weightage parameters (urgency, complexity, skill requirements) and user evaluation into separate skill matrix dimensions. This segmentation allows the complex matching process to be broken down into manageable computational components that can be processed efficiently.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The skill matrix system serves multiple functions simultaneously: it evaluates user capabilities, matches tasks to users, tracks performance, and provides visibility into service request progress. This multi-functionality consolidates what would otherwise require multiple separate systems into a single integrated solution.

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

Data Source

PatentUS20240249213A1Method and system for automatically assigning one or more tasks to one or more users
Publication Date: 2024.07.25 JPMORGAN CHASE BANK NA
  • US20240249213A1 patent drawing
  • US20240249213A1 patent drawing
  • US20240249213A1 patent drawing

AI summary

A method for automatically assigning one or more tasks to one or more users. The method includes receiving, by at least one processor via a communication interface, one or more tasks; dynamically maintaining, by the at least one processor, a primary queue for the one or more tasks received at the at least one processor; determining, by the at least one processor, a weightage for each of the one or more tasks; analysing, by the at least one processor, a skill matrix of the one or more users based on the weightage determined for the one or more tasks; identifying, by the at least one processor, the one or more users for assignment of the one or more tasks based on the analysis; and automatically assigning, by the at least one processor, the one or more tasks to the one or more identified users.