Patent Abstract:
A mobile care engine system is provided for delivering customer care to mobile devices, comprising. The mobile care engine system compares profile data from a mobile device with reference data and highlights any inconsistencies between the data, so that the device can be optimized. The inconsistencies are preferably determined using rule-based processing, and are automatically highlighted on the device display itself, or on a display of a customer service representative interface. Optionally, the system allows for corrective patches or settings to be sent to the device.

Full Description:
RELATED APPLICATIONS  
       [0001]     This application claims the benefit of U.S. Provisional Application Ser. No. 60/534,426, filed Jan. 7, 2004. 
     
    
     FIELD OF THE INVENTION  
       [0002]     The invention relates to systems for providing customer care, and more particularly to systems for providing customer care for telecommunications devices.  
       BACKGROUND OF THE INVENTION  
       [0003]     For the first time in the history of telecommunications networks, significant computing power has become available to the end user&#39;s device. This welcome change has the ability to reshape the architecture of all mobile telecommunications networks. Traditionally the Operational Support Systems/Business Support Systems (OSS/BSS) were large-scale, extremely complex, centralized systems within the network. With the proliferation of next generation smartphones and wireless PDAs, significant intelligence can be pushed out to the subscriber terminal, and thus the ability to greatly simplify OSS/BSS has emerged.  
         [0004]     The telecommunications industry is on the verge of a revolution in support system technologies. A rare intersection of technological change has become apparent in the mobile industry. Mobile data networks have been deployed around the world. These networks provide fast reliable packet data to subscriber&#39;s mobile devices. At the same time, intelligent mobile devices (smartphones) have emerged as capable computing platforms with considerable processing power, onboard storage and memory.  
         [0005]     Smartphones are devices running feature rich operating systems such as Symbian, PalmOS, Microsoft WinCE, BREW (Binary Runtime Environment for Wireless) and Java MIDP compliant devices. Due to the complex nature and multitude of new features, these smartphones are difficult to configure; compounded with limited keyboards, entering information such as personal details and configuration settings is not only difficult but also highly prone to human errors. A combination of complex features and associated configuration requirements, provides the opportunity to exponentially improve upon the customer support solutions for wireless network operators. Intelligent client-based OSS systems have now become possible.  
         [0006]     With the wide availability of downloadable services and applications available for smartphone users, and the increasing costs of customer care, ensuring efficient and less-cumbersome support when problems arise is an increasing necessity. In contrast to traditional customer service applications that are available in contact centers (or customer care centers) today, CSRs (Customer Service Representatives) must undertake the extensive and time-consuming task of asking customers complex questions pertaining to their wireless devices for problem diagnosis. This requires CSRs to be experts on smartphones and their applications, and also requires customers to spend increased time on the telephone to receive support for their applications. The result is increased support costs, increased call handling times, complex diagnostic processes and overall frustration.  
         [0007]     The current method of gathering and obtaining smartphone information required for diagnostics is manual and therefore complex, time consuming and prone to human errors. This problematic approach is an ineffective method of just-in-time customer support and does not guarantee effective problem resolution. These current customer support methods leave both the subscribers and customer support staff frustrated. In addition, obtaining diagnostic information requires a specialized support staff and contact centers must therefore hire and train specialized staff for specific tasks. For the service provider this means increased hiring and operational costs.  
         [0008]     The customer support process is increasing in complexity. Once device-specific profiles have been obtained from subscriber devices, then must begin the arduous task of identifying inconsistencies in the subscriber&#39;s configuration data in order to diagnose and resolve problems. The level of expertise required by the CSR to understand numerous smartphones and to search for up-to-date configuration data leads to increased costs in training, call-durations, and the overall operational costs.  
         [0009]     With the emergence of smartphones and wireless PDAs and their ability to download and install applications, the wireless industry is poised to see explosive growth in application usage by subscribers. Mobile operator customer care centers are focused on solutions for closed, voice-centric mobile phones. This infrastructure is not suited to efficiently solve the intelligent mobile data device and application problems described above. The proliferation of next generation smartphones and the complexity of issues and problem solving needed, requires a customer care application specifically tailored to meet these emerging business needs.  
       SUMMARY OF THE INVENTION  
       [0010]     Mobile Diagnostix Inc. (MDI) is the owner of U.S. Patent Application Ser. No. 60/461,886, “Mobile Care Framework”, filed Apr. 11, 2003, the disclosure of which is incorporated herein by reference. The present invention, which builds on the Mobile Care Framework, leverages the power of next generation devices and wireless packet data networks to accurately analyze and diagnose issues with subscriber&#39;s smartphone configuration and application settings.  
         [0011]     It is an object of the present invention to provide a rules-based software solution that analyzes and compares a subscriber&#39;s configuration settings against a set of “reference” or latest device-specific configuration settings to optimize execution of data services and applications. The analyzed data is then presented to the CSR who can explain to the subscriber the inconsistencies in their smartphone configuration settings. As used herein, the words “subscriber”, “user” and “customer” are intended to have the same meaning, which is the individual who owns or uses a mobile device, such as a smartphone, and who subscribes to a mobile service. Given the number of smartphones available in the market and the varying degrees of next generation services, our invention provides an automated method of analyzing, matching, and presenting device inconsistencies to the CSR. This automatic analysis and comparison of data reduces the manual effort in performing lengthy comparison and reduces support times and overall costs.  
         [0012]     It is a further object of the present invention to use data analysis to target the specific intricacies of smartphone customer care.  
         [0013]     It is a further object of the present invention to focus on the unique requirements of mobile service providers. Using rich analytics processes targeted specifically to engage in complete customer lifecycle management for the wireless market, the present invention is a key component of the Mobile Care Framework for analyzing downloaded device-specific profile data and identifying known problems or incorrect device settings.  
         [0014]     Analyzing the downloaded device profile data from wireless devices and presenting the inaccuracies as highlighted items to the CSR will result in faster, more efficient and more accurate customer support for the rapid resolution of problems. Benefits of this method include: 
        Reduced overall resolution times     Reduced Average Call Handling Times (ACHT)     Reduced number of call escalations     Superior method of diagnosis through automatically applying rules-based scenarios to identify inconsistencies in current configuration settings     Reduction in human error     Increased customer satisfaction        
 
         [0021]     The present invention, the overall system of which can be understood as a “Mobile Care Engine System”, preferably works in conjunction with a resident database of “reference values”, which may be frequently updated by the service provider and peer development community with device configuration settings, known bugs, problems and upgraded software/hardware information.  
         [0022]     The present invention alleviates the difficulties faced both by end users and CSRs who must wade through highly technical web sites, complex documentation, or long and cryptic “question and answer” sessions to get the information they need. The present invention aims to streamline this process, simplifying the support experience for subscribers and support technicians alike.  
         [0023]     The present invention preferably employs a rules-based engine to review the configuration data collected by a Smartphone Profiler (such as the Smartphone Profiler described in U.S. Provisional Patent Application Ser. No. 60/525,794, filed Dec. 1, 2003, the disclosure of which is incorporated herein by reference) to identify inconsistencies in the configuration settings or highlight known bugs/fixes with various smartphone settings or downloaded applications/services. These inconsistencies or known limitations/bugs are presented to the CSR for diagnostics and further troubleshooting. The present invention provides a solution focused primarily on the mobile market, applying an understanding of the mobile service provider&#39;s business processes. The invention seeks to employ intelligent rules-matching processes to simplify customer care of mobile devices and decrease customer care costs.  
         [0024]     According to a first aspect of the invention, a mobile care engine system is provided for providing customer care to mobile devices (such as smartphones). The mobile care engine system comprises: 
        a customer care application including a display;     a first data store containing profile data from at least one mobile device;     a second data store containing reference value data for the at least one mobile device;     an analytics engine in communication with the customer care application and the first and second data stores, comprising: 
            a comparing means for comparing profile data for the at least one mobile device with reference value data for the at least one mobile device;     an identifying means for identifying inconsistencies between the profile data and the reference value data; and     a highlighting means for highlighting, for each said inconsistency identified, the reference value data that should be activated in the mobile device, wherein the inconsistency is highlighted on the display.    
               
 
         [0032]     Preferably, the mobile care engine system further comprises means for activating the reference value data in the mobile device to rectify the inconsistency identified. The reference value data may be locally or remotely activated in the device. That is, the mobile device may be reconfigured or patched on-site at a customer care center or device retailer, or the device may be remotely reconfigured or patched, using over-the-air transmission of information or files.  
         [0033]     The profile data preferably comprises any of the following: configuration settings, resident applications and version numbers, make and model of the mobile device, total and available memory, total and available storage, battery life, connection strength, connection settings, user requests, usage statistics, soft reset count, recently used applications, memory heap.  
         [0034]     The reference value data preferably comprises optimized values of any of the following: configuration settings, resident applications and version numbers, make and model of the mobile device, total and available memory, total and available storage, battery life, connection strength, connection settings, user requests, usage statistics, soft reset count, recently used applications, memory heap.  
         [0035]     The display may comprise a customer service representative graphical user interface, or it may comprise a display on the mobile device itself.  
         [0036]     Preferably, the analytics engine uses a rule set to perform the comparing, identifying and highlighting functions. The rule set preferably comprises rules that are to be processed in a preselected order. The rules preferably use an “IF . . . THEN” syntax, in which: 
        the “IF” portion of each rule comprises a comparison between a profile data field and a reference value field for a particular mobile device; and     the “THEN” portion of each rule passes an inconsistency value to the identifying means if an inconsistency is determined in the “IF” portion.        
 
         [0039]     In order to allow authoring and editing the rule set, the mobile care engine system preferably further comprises a rules authoring interface.  
         [0040]     Although a smartphone is used as the preferred embodiment in the present application, other types of mobile devices can also be used, such as a personal data assistant (PDA), or any type of wireless-networked computer, including a computer embedded in an appliance. For instance, the “smartphone” could in fact comprise a PDA or advanced PDA, a mobile terminal, a camera, a toy, a gaming station, a vending machine, a vehicle, an appliance (such as a microwave oven or a coffee maker), or practically any kind of device capable of using data transmission means for communication. 
     
    
     BRIEF DESCRIPTION OF THE FIGURES  
       [0041]     The following diagrams are used to aid in describing our invention:  
         [0042]      FIG. 1  shows an overview of the architecture of the present system  100 .  
         [0043]      FIG. 2  shows the Analytics Engine  201  in detail and its sub-components.  
         [0044]      FIG. 3  shows the Rules Server  301  in detail and its sub-components.  
         [0045]      FIG. 4  shows an example of the device-specific data  400  presented to the CSR. The inaccurate information is highlighted for faster problem turn around time.  
     
    
     DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENT  
       [0046]     The diagram in  FIG. 1  shows the high-level architecture overview of the present system  100 .  
         [0000]     Mobile Care Engine  101   
         [0047]     The system component referred to in this detailed description and the figures as the “Mobile Care Engine”  101  has the logic to apply rules from the Rules Repository  104  and compare device profile data with the “reference values” to identify inaccuracies and inconsistencies. The Mobile Care Engine  101  consists of a Rule Server  102  and Analytics Engine  103 .  
         [0000]     Rules Repository  104   
         [0048]     The Rules Repository  104  contains the domain knowledge coded in the form of rules. Generally the rules are written in a high-level business language that relates to the domain, storing the rules in the repository  104 . Both the Mobile Care Engine  101  and the Rules Authoring Interface  108  employ the Rules Repository  104 .  
         [0000]     Data Stores  105 ,  106   
         [0049]     Data Stores  105 ,  106  include one or more databases used to: 
        store the “Reference Values” i.e. actual, required values for different fields (e.g. SMTP Server, Gateway IP addresses, User name, Passwords etc.); and     gather, classify and store device profile data that has been collected from various devices over a period of time.        
 
         [0052]     Preferably, the system  100  includes two data stores: 
        1) A Mobile Care Data Store  105  to store device “Reference Values” as they should be; and     2) A Device Profile Data Store  106  to store device profiles as “Gathered Values” gathered from individual devices  106 .        
 
         [0055]     Preferably, the Data Stores  105 ,  106  are hosted by a JDBC-compliant database system. Connection from the application server (not shown) is preferably handled by a connection pool (not shown) where a set number of connections are established by the application server and distributed to threads requiring a database connection. Connection from the Mobile Care Engine  101  is preferably handled by a dedicated connection for each analytics engine  103  process.  
         [0056]     Once device data is collected  106 , the Analytics Engine  103  compares the data against the “Reference Values”  105  for validation purposes and highlights the inconsistencies in the profile. For example, if the firmware version collected from the subscriber&#39;s device is v1.0 and the Analytics Engine  103  identifies the latest version to be 1.1, it is highlighted in the CSR-GUI  109 . This leads to easier resolution of a customer&#39;s problem and the issue can further be resolved by uploading the latest version of the firmware to the subscriber&#39;s device.  
         [0000]     Mobile Care Engine APIs  107   
         [0057]     The Mobile Care Engine (MCE) APIs  107  expose the mobile care engine  101  for connecting with external components. As shown in  FIG. 1 , the Mobile Care Engine  101  exposes an API for connectivity with any external applications either synchronously preferably using Remote Method Invocation (RMI) or asynchronously preferably using Java Message Service (JMS). As an example, both the Rules Authoring Interface  108  and the CSR-GUI  109  use the MCE-APIs  107  for interaction with the internal components.  
         [0000]     Rules Authoring Interface  108   
         [0058]     The Rules Authoring Interface  108  is the mechanism of creating, deleting, and modifying rules that are stored in the Rules Repository  104 .  
         [0000]     CSR-GUI  109   
         [0059]     The CSR-GUI  109  is a graphical user interface used by the Customer Service Representative for viewing and analysis of the smartphone&#39;s device profile data. The CSR-GUI  109  is preferably a web-based XML-driven dynamic system. It displays the inconsistencies found by the Analytics Engine  103  highlighting the areas of incorrect information.  
         [0060]     The screens preferably use JSPs (Java Server Pages) for layout and branding customizations. The JSPs dynamically generate the screens and the relevant information based on the access-level of the Customer Service Representative. The session management and transactional logic are preferably handled via the application server using EJB technologies (Session Beans, Entity Beans). By using this method, future branding and/or text changes can be made without customizations to the application logic.  
         [0061]     The CSR-GUI  109  presents the incorrect values as highlighted items thus allowing the CSR to quickly diagnose and resolve problems. This automated process reduces the time spent manually collecting information and therefore reduces ACHT, promoting to reduced customer care expenses.  
         [0062]     A high level description of the process followed by the present system  100  is given below: 
        1. The smartphone setting profile is gathered from the device     2. This profile is put in the Device Profile Data Store  106      3. Using the rule set this profile is compared with the reference data in the Mobile Care Data Store  105      4. Rules and analytics are applied to this profile     5. The inconsistencies in this profile are highlighted     6. These inconsistencies are preferably presented to the CSR via the CSR-GUI  109  
 
 Analytics Engine  103  
       
 
         [0069]     The Analytics Engine  103  is a component of the Mobile Care Engine  101  that applies business intelligence and rules-based scenario/symptoms to identify common or known problems/inconsistencies with a subscriber&#39;s smartphone.  
         [0070]     The Analytics Engine  103  works in conjunction with the Smartphone Profiler and is an integral module of the present system  100 . It can be used in conjunction with the Smartphone Profiler to present and identify current and required device information. This method of analytics and presentation greatly simplifies the overall customer care process by automatically identifying inconsistencies in a smartphone subscriber&#39;s device settings.  
         [0071]     Using a flexible rules-based approach, the Analytics Engine  103  can process device-specific data and correlate device profile characteristics with known problems. The Analytics Engine  103  preferably runs on its own process to connect to the main application server (not shown). The independent process enables the Analytics Engine  103  to be upgraded, load-balanced and failed-over transparently and separately from the application engine. The Analytics Engine  103  also preferably uses its own rule-compiler to allow for complex rules and filters.  
         [0072]     The Analytics Engine  103  compares the latest information pertaining to data applications  105 —for example, latest version numbers, device configuration settings and other configuration data required for operation of data services with the ones gathered from the device  106 . The inconsistencies are then highlighted and presented in the CSR-GUI  109 . Alternatively, or in addition, the inconsistencies may be highlighted on a display on the device itself, or otherwise presented or communicated to the subscriber, for instance, using a web application, phone, or interactive voice response (IVR) system. The transaction may be CSR-assisted or by selfcare.  
         [0073]     As shown in  FIG. 2 , the Analytics Engine  201  preferably consists of the following sub-components:  
         [0000]     Execution Context  206   
         [0074]     The Execution Context  206  represents the runtime environment for the Analytics Engine&#39;s  201  execution. During the Analytics Engine&#39;s  201  execution cycle, an Execution Context  206  would hold a physical grouping between a specific instance of the agenda  205  and the working memory. More than one Execution Context  206  can simultaneously exist and share the same rules-set  204 .  
         [0000]     Agenda  205   
         [0075]     The Agenda  205  tracks the prioritised rules  204  selected by the Analytics Engine  201  during the Pattern Matching  203  logic cycle.  
         [0000]     Pattern Matcher  203   
         [0076]     The Pattern Matcher  203  is a regular expression matcher. Using the Pattern Matcher  203  all rules  204  are compared to facts  202  to decide which rules  204  should be activated.  
         [0000]     Cache  202   
         [0077]     The Cache  202  contains the current state of fact  202  and the results of the current rules  204  in the agenda  205 .  
         [0078]      FIG. 2  further illustrates the analytics process. In the diagram in  FIG. 2 , the Analytics Engine  201  takes a query as an input. A query is a fact that contains some (query) variables, which are replaced by objects in the answer of the query.  
         [0079]     When the Analytics Engine  201  is invoked, it retrieves an appropriate rule  204  set from the Rule Server and processes them in the correct order. All the rules  204  are compared to Cache  202  (using the Pattern Matcher  203 ) to decide which ones should be activated. This unordered list of activated rules  204  is ordered to form the Agenda  205 —the list of rules  204  whose right-hand sides (actions) will be executed. Once the Analytics Engine  201  decides what rule  204  to execute  206 , it executes  206  that rule&#39;s  204  action part. The Analytics Engine  201  preferably returns the result as an instance of ResultSet, a structure very similar to the result set used in JDBC.  
         [0080]     The method next( ) and previous( ) can be used to navigate through the result set (not shown). If the result set cursor is positioned on a valid position, results can be fetched similar to fetching column values in a JDBC query.  
         [0081]     Each exception encountered when executing  206  a rule  204  leads to an exception thrown by the Analytics Engine  201 , and the process is canceled.  
         [0000]     Sample Rule  
         [0000]    
       
         
           
              Rule: DeviceId  
              Description: If 
            manufacturer equals ?1     AND     model equals ?2     AND     revision equals ?3    
         
              Then 
            set device id to output    
         
           
         
       
     
         [0091]     The process flow of the Analytics Engine  201  is as outlined below: 
    1. The Analytics Engine  201  parses the rule set  204  from the rule repository.     2. A client issues a query to the Analytics Engine  201 . The query contains variables.     3. The Analytics Engine  201  takes the query.     4. The Cache  202  contains all the pieces of information the Analytics Engine  201  is working with.     5. The Pattern Matcher  203  applies all the conditions in the rule  204  to the facts in the Cache  202 .     6. The Analytics Engine  201  decides what rule  204  to execute  206  according to the Agenda  205      7. The Analytics Engine  201  executes  206  the action part of that rule  204 .     8. The Analytics Engine  201  returns the result.    
 
         [0100]     The diagram in  FIG. 3  illustrates the sub-components of the Rule Server  301 .  
         [0000]     Rule Server  301   
         [0101]     The Rule Server  301  accesses the Rules Repository  308  and loads the correct rules-set into the Rules Cache  302 , at start-up.  
         [0000]     Rule Compiler  307   
         [0102]     The Rules Compiler  307  in the Rule Server  301  is invoked whenever a new rule is received from the Rules Repository  308  or a rule is updated. It parses the received rule and creates an internal tree representation of the XML elements and values. It also optimizes the internal representation of rule sets so that they can be processed more efficiently. It then forwards this data structure to the Rule Manager  305 .  
         [0000]     Timer  304   
         [0103]     When a scheduled date and time is reached, or a specified period or interval has elapsed, the Timer  304  service notifies the Rule Manager  305 . By using the timestamp of the rule documents in the repository  308 , the Rule Manager  305  detects changes to its rules in the Rule Repository  308 .  
         [0000]     Rules Cache  302   
         [0104]     In order to enhance performance the most commonly used rules  303  are loaded in the cache  302  memory. Since the rules  303  are running in memory, any changes to rules  303  do not require system down time to upgrade the set of rules  303 .  
         [0000]     Rule Manager  305   
         [0105]     The Rule Manager  305  holds all current rules in their optimised internal representation. A new version of an existing rule  303  replaces an older version when it is added to the Cache  302 . The rule base name and version information are used in order to manage these rule updates. Once customer data is gathered from a smartphone, the Analytics Engine  306  can then access the rule sets  303  when they need to be processed.  
         [0106]     A sample CSR-GUI  400  is shown in  FIG. 4 . In the sample, the “Outgoing Mail Server”  405  highlighted indicating an inconsistency and also displaying the correct value.  
         [0107]     The CSR-GUI  400  also shows entire profile of device gathered as description in applicants&#39; previous application for the “Mobile Care Framework”, filed Apr. 11, 2003, the disclosure of which is incorporated herein by reference. The profile displayed includes customer contact details  401 , device type  402 , device information  403  and settings  404 .  
         [0108]     The foregoing is considered as illustrative only of the principles of the invention. Further, since numerous modifications and changes will readily occur to those skilled in the art, it is not desired to limit the invention to the exact processes, components and applications shown and described, and accordingly, all suitable modifications and equivalents may be resorted to, falling within the scope of the invention and the appended claims and their equivalents. For instance, the “smartphone” could in fact comprise a PDA or advanced PDA, a mobile terminal, a camera, a toy, a gaming station, a vending machine, a vehicle, an appliance (such as a microwave oven or a coffee maker), or practically any kind of device capable of using data transmission means for communication.  
         [0000]     Glossary of Acronyms  
         [0000]     Industry Specific Acronyms  
         [0000]    
       
          ESN Electronic Serial Number. It is a 32-bit identifier of a mobile device and used in TDMA, CDMA or an AMPS networks.  
          IMEI International Mobile Equipment Identity. It is a 56-bit identifier used in the GSM networks.  
          OSS Operational Support Systems  
          BSS Business Support Systems  
          OTA Over-the-Air is a standard for the transmission and reception of application-related information in a wireless communications system. In addition to short messages and small graphics, such files can contain instructions for subscription activation, banking transactions, ringtones, and Wireless Access Protocol (WAP) Settings.  
          WAP Wireless Application Protocol  
          GSM Global System for Mobile Communications  
          GPRS General Packet Radio Service. A GSM based packet data protocol using up to all 8 of the time slots in a GSM Channel.  
          SMS Short Message Service  
          CDMA Code Division Multiple Access  
          1XRTT CDMA2000 Radio Transmission Technology (1X-RTT), a wide-band, spread spectrum radio interface that uses Code Division Multiple Access (CDMA) technology to meet the needs for third generation (3G) wireless communications systems.  
          ACHT Average Call Handling Time  
          MIDP Mobile Information Device Profile  
          BREW Binary Runtime Environment for Wireless  
          CSR Customer Service Representative  
          GUI Graphical User Interface  
          XML Extensible Markup Language  
          JSP Java Server Pages  
          ODBC Open Database Connectivity, a standard database access method  
          JDBC Java Database Connectivity 
 
 Invention Specific Acronyms 
 
          MCF Mobile Care Framework  
          MCE Mobile Care Engine

Technology Classification (CPC): 6