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

Claim 17:
18. A computer-implemented method of augmenting a customer relationship management tool to provide customer insights, the method comprising:
presenting, to a user, within the customer relationship management tool, a first region of GUI elements for displaying customer relationship management data,
integrating a customer insights plugin with the customer relationship management tool, to present a second region displaying two sets of GUI elements comprising: a first set of GUI elements for displaying customer insights, and a second set of GUI elements for receiving user feedback regarding the at least one customer insight; the second region displayed when the first region is displayed, and proximate the first region;
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:
displaying, to the user, at least one machine-learning derived insight relevant to the identified customer via the second GUI elements based on the received user input signals via the GUI elements of the first region, wherein the machine-learning derived insight relevant to the identified customer via the second GUI elements 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.