System and method for event data visualization

Patent metadata

Field	Value
Publication number	US-2018129390-A1
Application number	US-201815867846-A
Country	US
Kind code	A1
Filing date	Jan 11, 2018
Priority date	Mar 12, 2015
Publication date	May 10, 2018
Grant date	—

Abstract

Systems and methods are provided for visualizing interactions between an individual and an entity such as an organization. Disclosed embodiments may include a processor configured to acquire data associated with one or more events from one or more sources, analyze the acquired data to construct a time-ordered sequence of the one or more events, and generate derived interaction information from the analyzed event data, and store the analyzed data or the derived interaction information in a structured database. The analyzed data and generated derived interaction information may be recalled and/or transmitted on-demand for use by an application or browser to construct a visualization of the events and the derived interaction information using code that represents a visual language, thereby providing a comprehensive visualization of events involving an individual and the organization in a digitized format that is easy to store, transmit, and update, while minimizing computer network burdens.

First claim

1 - 20 . (canceled)

21 . A system for event data visualization, comprising:
a memory storing executable instructions; and at least one processor configured to execute the stored instructions to perform operations comprising:
receiving a request for access to data associated with an event;
retrieving a stored data structure associated with the event;
extracting data from the retrieved data structure;
generating a timeline based on the data, the timeline comprising a time-ordered visual depiction of the data;
generating a visual element based on a rule for determining that the visual element corresponds to a type of data;
displaying the visual element on the interface; and
providing, in response to a user input, text-based details associated with the visual element.

22 . The system of claim 21 , the operations further comprising transmitting the interactive interface to an employee terminal.

23 . The system of claim 21 , the operations further comprising determining the position of the visual element on the timeline based on a value in the data structure.

24 . The system of claim 23 , wherein the value is a timestamp.

25 . The system of claim 21 , wherein the timeline is generated based on a data structure type.

26 . The system of claim 25 , wherein the data structure type comprises one of: a transaction, a note, a balance, a dispute, a payment, an investigation, or a communication.

27 . The system of claim 21 , the operations further comprising:
performing a targeted search of the data based on a received search query.

28 . The system of claim 21 , where in the user input is placement of a mouse curser over the visual element.

29 . A system for event data visualization, comprising:
a memory storing executable instructions; and at least one processor configured to execute the stored instructions to perform operations comprising:
acquiring data for a plurality of events involving an individual or an organization;
analyzing the acquired data to construct a timeline comprising a time-ordered sequence of the events;
generating a plurality of visual elements, wherein each visual element is based on a rule for determining that the visual element corresponds to at least one event of the plurality of events;
detecting details associated with the events based on a common transaction or web activity;
indicating, in response to a user input, a subset of the visual elements, wherein the subset of visual elements represents associated events; and
displaying, in response to a user selection of a visual element, a set of event details comprising acquired data associated with the visual element.

32 . The system of claim 29 , wherein the set of event details comprise a link configured to retrieve a second set of event details stored in a database.

30 . The system of claim 32 , wherein the second set of event details is displayed in a pop-up window.

31 . The system of claim 32 , wherein the second set of event details is displayed in a sidebar.

33 . The system of claim 29 , wherein the visual element is a line extending between associated events.

34 . The system of claim 29 further comprising a visualization server configured to continuously improve logic for detecting associated events based on an analysis of manual inputs and indications of acceptance or rejection of automatic identifications.

35 . The system of claim 29 , wherein the system is configured to receive a search query to filter the displayed event details.

36 . The system of claim 35 , wherein the system is configured to use the received search query to perform a targeted search of the acquired data.

37 . A system for event data visualization, comprising:
a memory storing executable instructions; and at least one processor configured to execute the stored instructions to perform operations comprising:
generating a timeline based on acquired data associated with an event;
receiving an input from a user;
analyzing attributes of the received input;
generating a visual element based on the attributes of the received input; and
displaying the visual element on the timeline.

38 . The system of claim 37 , wherein the received input is a telephone call comprising at least one attribute of: a length of the telephone call, a length of ea customer was placed on hold, a customer's agitation level, or a customers dissatisfaction.

39 . The system of claim 37 , wherein the received input is a text-based note comprising at least one attribute of: the date the note was created, the number of words in the note, or the importance of the note.

40 . The system of claim 39 , the operations further comprising:
analyzing the note for an indication of importance based on a detection of a word in the note, a phrase in the note, a symbol in the note, or a priority flag attached to the note.

Assignees

• Capital One Services Llc
• Capital One Services Llc

Inventors

• Wu Jingtao
• Downton Keelan
• Kwok Sonny
• Bryan Matthew
• Hart Colin
• Mendez Mark

Classifications

• G06Q30/016

  After-sales · CPC title

• G06Q10/0639 Primary

  Performance analysis of employees; Performance analysis of enterprise or organisation operations · CPC title

• G06F16/904

  Browsing; Visualisation therefor (for navigating the web G06F16/954; browsing optimisation for the web G06F16/957) · CPC title

• G06F3/04817

  using icons (graphical or visual programming using iconic symbols G06F8/34) · CPC title

• G06F9/542 Primary

  Event management; Broadcasting; Multicasting; Notifications · CPC title