IP Library Granted Patent US 11,323,564
Granted Patent B2
US 11,323,564 · App. 15/862,243 · Granted May 3, 2022

Case management virtual assistant to enable predictive outputs

Inventors: Patrick Dwane (Mitchelstown, IE); Henrique C. Wisnieski (Eldorado do Sul, BR)
Assignee: Dell Products L.P.
H04M3/50G06K9/6256G06K9/6262G06N20/00H04M3/22H04M2203/403
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Quick Facts
Patent No.
US 11,323,564
App. No.
15/862,243
Granted
May 3, 2022
Kind
B2
Abstract

A system, method, and computer-readable medium for performing a customer service interaction estimation operation, comprising: training a customer service interaction estimation system using a training dataset of cases to provide a trained predictive model; identifying current open cases via the customer service interaction system; applying the trained predictive model to the current open cases to identify low customer experience cases; generating an estimation output relating to the current open cases, the estimation output identifying an open case subset of cases having a high risk of high effort to resolve.

Claims (58)

1. A computer-implementable method for performing a customer service interaction estimation operation, comprising:

training a customer service interaction estimation system using a training dataset of cases to provide a trained predictive model;

identifying current open cases via the customer service interaction system;

applying the trained predictive model to the current open cases to identify low customer experience (CE) cases;

generating an estimation output relating to the current open cases, the estimation output identifying an open case subset of cases having a high risk of high effort to resolve, the estimation output being used to generate an overall customer effort variable, the overall customer effort variable representing a customer effort score, the customer effort score comprising a numerical value representing a respective customer effort; and,

resampling the training dataset when training the customer service interaction system, the resampling comprising oversampling and undersampling, the oversampling randomly replicating minority instances to increase a population of minority instances, the undersampling randomly down sampling a minority class.

2. The method of claim 1 , further comprising:

providing the estimation output to a customer relationship management system; and,

performing preemptive corrective actions on the open case subset.

3. The method of claim 1 , wherein:

the training, applying and generating implement machine learning operations to generate the estimation output.

4. The method of claim 3 , wherein:

the machine learning operations comprise a decision tree machine learning model.

5. The method of claim 1 , wherein:

the training comprises using oversampling to randomly replicate minority instances.

6. The method of claim 1 , wherein:

the current open cases are identified from a live pool of active customer service cases.

7. A system comprising:

a processor;

a data bus coupled to the processor; and

a non-transitory, computer-readable storage medium embodying computer program code, the non-transitory, computer-readable storage medium being coupled to the data bus, the computer program code interacting with a plurality of computer operations and comprising instructions executable by the processor and configured for:

training a customer service interaction estimation system using a training dataset of cases to provide a trained predictive model;

identifying current open cases via the customer service interaction system;

applying the trained predictive model to the current open cases to identify low customer experience (CE) cases;

generating an estimation output relating to the current open cases, the estimation output identifying an open case subset of cases having a high risk of high effort to resolve, the estimation output being used to generate an overall customer effort variable, the overall customer effort variable representing a customer effort score, the customer effort score comprising a numerical value representing a respective customer effort; and,

resampling the training dataset when training the customer service interaction system, the resampling comprising oversampling and undersampling, the oversampling randomly replicating minority instances to increase a population of minority instances, the undersampling randomly down sampling a minority class.

8. The system of claim 7 , wherein the instructions executable by the processor are further configured for:

providing the estimation output to a customer relationship management system; and,

performing preemptive corrective actions on the open case subset.

9. The system of claim 7 , wherein:

the training, applying and generating implement machine learning operations to generate the estimation output.

10. The system of claim 9 , wherein:

the machine learning operations comprise a decision tree machine learning model.

11. The system of claim 7 , wherein:

the training comprises using oversampling to randomly replicate minority instances.

12. The system of claim 7 , wherein:

the current open cases are identified from a live pool of active customer service cases.

13. A non-transitory, computer-readable storage medium embodying computer program code, the computer program code comprising computer executable instructions configured for:

training a customer service interaction estimation system using a training dataset of cases to provide a trained predictive model;

identifying current open cases via the customer service interaction system;

applying the trained predictive model to the current open cases to identify low customer experience (CE) cases;

generating an estimation output relating to the current open cases, the estimation output identifying an open case subset of cases having a high risk of high effort to resolve, the estimation output being used to generate an overall customer effort variable, the overall customer effort variable representing a customer effort score, the customer effort score comprising a numerical value representing a respective customer effort; and,

resampling the training dataset when training the customer service interaction system, the resampling comprising oversampling and undersampling, the oversampling randomly replicating minority instances to increase a population of minority instances, the undersampling randomly down sampling a minority class.

14. The non-transitory, computer-readable storage medium of claim 13 , wherein the computer executable instructions are further configured for:

providing the estimation output to a customer relationship management system; and,

performing preemptive corrective actions on the open case subset.

15. The non-transitory, computer-readable storage medium of claim 13 , wherein:

the training, applying and generating implement machine learning operations to generate the estimation output.

16. The non-transitory, computer-readable storage medium of claim 15 , wherein:

the machine learning operations comprise a decision tree machine learning model.

17. The non-transitory, computer-readable storage medium of claim 13 , wherein:

the training comprises using oversampling to randomly replicate minority instances.

18. The non-transitory, computer-readable storage medium of claim 13 , wherein:

the current open cases are identified from a live pool of active customer service cases.

19. The non-transitory, computer-readable storage medium of claim 13 , wherein:

the computer executable instructions are deployable to a client system from a server system at a remote location.

20. The non-transitory, computer-readable storage medium of claim 13 , wherein:

the computer executable instructions are provided by a service provider to a user on an on-demand basis.

Assignments (8)
RELEASE OF SECURITY INTEREST IN PATENTS PREVIOUSLY RECORDED AT REEL/FRAME (053546/0001) Recorded Jun 23, 2022
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
To: DELL MARKETING L.P. (ON BEHALF OF ITSELF AND AS SUCCESSOR-IN-INTEREST TO CREDANT TECHNOLOGIES, INC.); DELL INTERNATIONAL L.L.C.; DELL PRODUCTS L.P.; DELL USA L.P.; EMC CORPORATION; DELL MARKETING CORPORATION (SUCCESSOR-IN-INTEREST TO FORCE10 NETWORKS, INC. AND WYSE TECHNOLOGY L.L.C.); EMC IP HOLDING COMPANY LLC
Reel/Frame 071642/0001 →
RELEASE OF SECURITY INTEREST IN PATENTS PREVIOUSLY RECORDED AT REEL/FRAME (045482/0131) Recorded May 20, 2022
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
To: DELL PRODUCTS L.P.; EMC CORPORATION; EMC IP HOLDING COMPANY LLC; DELL MARKETING CORPORATION (SUCCESSOR-IN-INTEREST TO WYSE TECHNOLOGY L.L.C.)
Reel/Frame 061749/0924 →
RELEASE OF SECURITY INTEREST AT REEL 045482 FRAME 0395 Recorded Nov 2, 2021
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: DELL PRODUCTS L.P.; EMC CORPORATION; EMC IP HOLDING COMPANY LLC; WYSE TECHNOLOGY L.L.C.
Reel/Frame 058298/0314 →
SECURITY AGREEMENT Recorded Apr 22, 2020
From: CREDANT TECHNOLOGIES INC.; DELL INTERNATIONAL L.L.C.; DELL MARKETING L.P.; DELL PRODUCTS L.P.; DELL USA L.P.; EMC CORPORATION; FORCE10 NETWORKS, INC.; WYSE TECHNOLOGY L.L.C.; EMC IP HOLDING COMPANY LLC
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.
Reel/Frame 053546/0001 →
SECURITY AGREEMENT Recorded Mar 21, 2019
From: CREDANT TECHNOLOGIES, INC.; DELL INTERNATIONAL L.L.C.; DELL MARKETING L.P.; DELL PRODUCTS L.P.; DELL USA L.P.; EMC CORPORATION; FORCE10 NETWORKS, INC.; WYSE TECHNOLOGY L.L.C.; EMC IP HOLDING COMPANY LLC
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.
Reel/Frame 049452/0223 →
PATENT SECURITY AGREEMENT (NOTES) Recorded Mar 1, 2018
From: DELL PRODUCTS L.P.; EMC CORPORATION; EMC IP HOLDING COMPANY LLC; WYSE TECHNOLOGY L.L.C.
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS COLLATERAL AGENT
Reel/Frame 045482/0131 →
PATENT SECURITY AGREEMENT (CREDIT) Recorded Mar 1, 2018
From: DELL PRODUCTS L.P.; EMC CORPORATION; EMC IP HOLDING COMPANY LLC; WYSE TECHNOLOGY L.L.C.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 045482/0395 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 4, 2018
From: DWANE, PATRICK; WISNIESKI, HENRIQUE C.
To: DELL PRODUCTS L.P.
Reel/Frame 045004/0642 →
Continuity (1)
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