Automated Problem Statement Extraction from Support Transcripts

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Solution Overview

Problem

Customer support agents spend significant time summarizing calls, and the quality and style of summaries vary significantly between agents, making it inefficient and inconsistent.

Innovation Solution

A method and system that use trained classification and regression models to identify and select problem-relevant sentences in customer support call transcripts by predicting regions containing problem statements, filtering out uninformative content, and estimating the relevance of customer utterances within these regions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If agents manually summarize customer support calls, then summaries can be created, but agents spend significant time on this task and quality varies significantly between agents

Engineering Contradiction:
Improvesummary creation speedVSAvoidsummary quality consistency
Core Design Contradiction:
ProductivityVSManufacturing precision

Solution Approach 1:

The system enables automated self-service summarization by using machine learning models to automatically identify and extract problem-relevant sentences from call transcripts, eliminating the need for manual agent summarization while maintaining consistent quality across all summaries

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces the mechanical manual summarization process with an automated computational system that uses trained classification and regression models to analyze transcripts and extract relevant problem statements, substituting human cognitive effort with algorithmic processing

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

2Loss of time

If automated models are used to extract problem statements, then time is saved and consistency is improved, but system complexity increases

Engineering Contradiction:
Improvesummary creation timeVSAvoidsystem complexity
Core Design Contradiction:
Loss of timeVSDevice complexity

Solution Approach 1:

The automated summarization system is divided into distinct functional modules: a classification model that identifies customer utterances, a regression model that estimates relevancy scores, and a selection mechanism that extracts problem statements. This segmentation allows each component to be independently trained, optimized, and maintained, managing overall system complexity

Inventive Principle:
Principle #1Segmentation

3Adaptability or versatility

If manual summarization is used, then flexibility in handling diverse call types is maintained, but significant time is spent on each summary

Engineering Contradiction:
Improvehandling diverse call typesVSAvoidsummary creation efficiency
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

The system adapts to diverse call types by dynamically adjusting parameters such as relevancy thresholds and model confidence levels. The regression model estimates relevancy scores that can be tuned based on different call categories, allowing the same automated system to handle varied support scenarios efficiently while maintaining adaptability

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS11423900B2Extracting customer problem description from call transcripts
Publication Date: 2022.08.23 INTUIT INC
  • US11423900B2 patent drawing
  • US11423900B2 patent drawing
  • US11423900B2 patent drawing

AI summary

Systems and methods for automatically identifying problem-relevant sentences in a transcript are disclosed. In an example method, a transcript may be received of a first support call. A region of the first support call transcript may be identified, and first customer utterances may be detected in the region using a trained classification model. A trained regression model may estimate a relevancy to the problem statement of each of the first customer utterances, and one or more most problem-relevant statements may be selected from the first customer utterances, based on the estimated relevancies.