Patent ID: 11961014
Assignee: ROYAL BANK OF CANADA
Field: Computer technology (Electrical engineering)
Classification: CPC G  H | IPC G  H

Claim 15:
16. A computer-implemented system for presenting customer insights in association with an electronic customer relationship management tool, the system comprising:
at least one processor;
memory in communication with the at least one processor, and
software code stored in the memory, which when executed by the at least one processor causes the system to:
present, to a user, a graphical user interface (GUI) having:
a first region having GUI elements of the customer relationship management tool, and
a second region having
a first set of GUI elements for presenting at least one customer insight, the second region displayed when the first region is displayed and proximate to the first region; and

a second set of GUI elements for receiving user feedback regarding the at least one customer insight;

receiving user input signals via the GUI elements of the first region, the user input signals comprising an identifier identifying a customer;
upon receiving the identifier identifying the customer:
display, to the user, at least one machine-learning derived insight relevant to the identified customer in the second region based on the user input signals via the GUI elements of the first region, wherein the machine-learning derived insight relevant to the identified customer in the second region comprises an importance score of the insight;

receiving user input signals regarding the importance score of the insight via the second set of GUI elements of the second region; and
refining the importance score of the insight based on the received user input signals via the second set of GUI elements of the second region.