AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION Amdocs Intelligent Decision Automation Overview for Gartner AIDA and Guided Interaction Advisor to be announced Feb 14, 2011 Amdocs – Bill Guinn, Mike Lurye, Susan MacCall December 7, 2010 1 Information Security Level 1 – Confidential © 2010 – Proprietary and Confidential Information of Amdocs AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION The Leader in Customer Experience Systems Innovation A Unique Business Model Service Provider Industry Focus Leading BSS, OSS & Service Delivery Products Strategic Services 2 > $3.0B in revenue > $410M operating income > $1.4B in cash > More than 19,000 employees > Over 60 countries Leading Telecom Operations Management Systems Vendor Worldwide. Highest Possible Overall Rating in BSS Scorecard and OSS Scorecard Reports. (May 2010) (Dec 2009, Jan 2010) Information Security Level 1 – Confidential TM Forum’s “Industry Leadership” award. (June 2010) © 2010 – Proprietary and Confidential Information of Amdocs AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION What Is Amdocs Intelligent Decision Automation (AIDA)? > > 3 Amdocs Intelligent Decision Automation (AIDA) is a closed-loop, selflearning system that lets you… > See what happens, when it happens > Understand what it means to your business > Take action and enforce business policy – automatically, intelligently and in business real-time By uniquely combining technologies AIDA is able to better understand and predict the behavior of customers, providing individualized treatment to achieve specific business targets: > Increasing RPU by selling them the right products > Decreasing churn by treating customers based on their specific likes, needs, and recent issues > Reducing cost of operations by proactively preventing issues and optimizing cross-channel care functions Information Security Level 1 – Confidential © 2010 – Proprietary and Confidential Information of Amdocs AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION Requirements > Massive scale, billions of events/day -> 100M customers > Business real time infrencing and decisioning (100ms response time) > Uncoupled integration – open world model – > M:M:M : atomic ->abstraction : structured and unstructured data > Cohesive past, present, and real time view World View > True user managed and defined schema and decision factors (concepts) > User defined policy, decisions, and the logic to manage concepts > Closed loop learning: decision->actions->effect->learning > Low cost .05 customer/year 4 Information Security Level 1 – Confidential © 2010 – Proprietary and Confidential Information of Amdocs AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION AIDA Runtime Architecture Actions Decision Engine Events Application Server - Space Based Amdocs Event Collector Event Ingestion Events Semantic Inference Engine and Container Business Container Rules Bayesian Belief Network Scheduled Events Revenue Mgt Ordering Amdocs Integration Framework CRM “Sesame” Other Other Other System System Systems CRM Performance cache Other Other System Systems Network Business Intelligence Data Sources Any internal or external system Structured or Unstructured 5 Information Security Level 1 – Confidential RDF Triple Store DB © 2010 – Proprietary and Confidential Information of Amdocs Operational Systems Any operational system AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION How the AIDA Inference Engine Works Semantic Concept Model Machine learning trained models Semantic Concept Model The model defines the concepts including the high level business concepts The model contains the relationship between concepts including the dependencies Defines concepts and meaning Defines relationships between concepts Semantic model capabilities reasoning BBN probabilistic model Recommendation model ( Future) Other Machine learning algorithms Inference When an event occurs the event handler rule fires for that event Evaluates the event message Evaluates the existing ontology Determines which semantic instances to create or update Inference Engine and Business Rules When any data changes, the inference engine fires in a “When Then” style of computing, updating all “Automatic” concepts. Custom concept rules are fired if necessary. This creates a chain of updates Bayesian Belief Network When a “on demand” concept is needed the inference engine finds and computes all of the dependant concepts Business policy Rules 6 Event Create semantic concepts from events Concept Action Define a custom business concept A set of custom rules actioning business policy Information Security Level 1 – Confidential Machine learning When a concept is dependent on “machine learned” information the inference engine manages the invocation and timing of interfacing © 2010 – Proprietary and Confidential Information of Amdocs AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION Why a triple Store, why Allegrograph Characteristic Triple Relational Store (AG ) No-SQL Dynamic data model Inference Real Time Scalability Semantic Capabilities & M:M:M Unstructured data TCO 7 Information Security Level 1 – Confidential © 2010 – Proprietary and Confidential Information of Amdocs Multidimensional AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION AIDA Business Composer Library Composer Demo Application RELATIONSHIP MAP TAG DEPENDENCY MAP PATH Customer ACTIONS ENTITIES PROCEDURES EVENTS BUSINESS ENTITIES & CONCEPTS + Entity Name Customer Acquisition Date Status Acquisition Date Status History Customer Accounts Status Type Customer Bill Status History Call Frequency + Type Churn Propensity Call Frequency Collection Risk Churn Propensity + - Customer Customer Problems Interactions Payment Pattern Collection Risk Customer Accounts Subscriptions Payment Pattern Customer Action Customer Bill Customer Devices Customer Problems CONSTANTS + Customer Description. The role played by an Individual or Organization in a business relationship with the service provider in which they intend to buy, buy, or receive products or services from the service p 8 Information Security Level 1 – Confidential © 2010 – Proprietary and Confidential Information of Amdocs Filter Map Search Map AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION AIDA Business Composer Library Composer Demo Application RELATIONSHIP MAP TAG DEPENDENCY MAP Filter Map PATH Search Map Customer ACTIONS ENTITIES PROCEDURES Customer Payment Pattern EVENTS BUSINESS ENTITIES & CONCEPTS + VIEW EDIT DEPLOY Entity Name Customer Payment Pattern Customer LAST MODIFIED: 02/12/2010 MODIFIED BY: Greg Sloan COMPUTED:Automatically VERSION: 1.3 Acquisition Date DESCRIPTION: Determine the payment pattern for the customer by evaluating payments determining good payer, bad payer, worsening payer or improving payer Status Acquisition Date Status History 1. Find 2. If all of the Within Accounts 6 Customer Previous Bills Customer Bill Status History Call Frequency + Type Churn Propensity - Call Frequency Collection Risk Churn Propensity Payment Pattern all bills have + Payment Timeliness Customer Accounts 3. - then Customer Payment Pattern is otherwise If all bills then Customer Bill have Payment Pattern is otherwise If and 5. at least later bills If and Customer Problems good payer Payment Timeliness are At least all later bills are 75% of late then 50% Earlier Bills Payment Pattern is of On time or early then Earlier Bills are early or on time worsening payer are Payment Pattern is + Description. The role played by an Individual or Organization in a business relationship with the service provider in which they intend to buy, buy, or receive products or services from the service p Information Security Level 1 – Confidential late bad payer Customer 9 equal to Subscriptions 4. Customer Devices early Interactions Payment Pattern Customer Action equal to Customer Problems Collection Risk CONSTANTS months Status Type © 2010 – Proprietary and Confidential Information of Amdocs Late Improving payer AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION The Applications Guided Interaction Advisor (GA in May) Virtual Agent (GA in September) 10 Information Security Level 1 – Confidential © 2010 – Proprietary and Confidential Information of Amdocs AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION Guided Interaction Advisor (GIA) > A pre-built Ontology and rule set in AIDA designed to address key issues in call center interaction > Amdocs Guided Interaction Advisor > > > Business Benefits > > > > Eliminates system and agent diagnosis time Provides consistent and efficient call handling Increases agent and customer satisfaction Anticipated benefits based on 100K actual accounts assessment: > > > 11 Anticipates reason for the customer interaction Then Automates access to the required information and Guides the flow of action and decision making AHT reduction of 10-15% FCR improvement of 10-15% CSR training time reduction of 15-20% Information Security Level 1 – Confidential © 2010 – Proprietary and Confidential Information of Amdocs AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION How Guided Interaction Advisor Reduces AHT Example * In addition to displaying the bill, GIA returns multiple “next” actions such as dispute charge, adjust the fee, make payment depending on high level concepts and policy GIA Looks at events including bill sent event Finds abnormal fee – Returned Check Probability that the call is motivated by fee vs. other issues Compute High-level concepts Examine company policy for treating this customer Determine actions for each probable issues Dollars Payments Policy action rules Motivation for call Bill Due Date is Oct 1 Third Party Charges are normal Charges are not typical Assess Probability • Abnormal Fee • Pay Bill • Device Exchange • Customer Cancel 47% 23% 12% 5% LOGIC ZOOM: VIEW EDIT Late VIEW EDIT . Customer Graph Information Security Level 1 – Confidential advanced VERSION: 1.3 If Customer has a late Fee and Customer Payment Pattern MODIFIED is OWNER: User Name BY: User Name DESCRIPTION: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed condimentum ante eu turpis placerat porttitor. Maecenas vitae lectus non justo mollis rutrum at condimentum mi. [Edit] . then IfCredit Fee Customer has a. late Fee • High value customer • Long time customer • Improving payer • Contract expiring Abnormal fee simple VERSION: 1.3 DEPLOY Abnormal Fee Policy 1 1 High level Concepts fee is “Returned check” 12 advanced LOGIC ZOOM: OWNER: User Name MODIFIED BY: User Name DESCRIPTION: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed condimentum ante eu turpis placerat porttitor. Maecenas vitae lectus non justo mollis rutrum at condimentum mi. [Edit] Bill has charges for fees. Tax amount is normal simple DEPLOY Good Payer or Improving Payer and Customer Value Bill has abnormal fee CIM actions is not Low and Customer Payment Pattern is Good Payer or Improving Payer and Customer Value then Credit Fee Amount Received Partial Payment Payment and and and and is not Low . 3 Customer Bill 3 Interactions Presents contextually relevant info, streamlined action Other * Display bill Highlight fee on bill Script message Prepare one click action Highlight one click action Late Fee Credit Fee Method Customer Payment Pattern Amount Received Partial Payment Payment and and and and Late Fee Credit Fee Method Customer Payment Pattern Guided Interaction Advisor © 2010 – Proprietary and Confidential Information of Amdocs Pay Bill Educate free on-line pay Prepare one click pay AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION Guided Interaction Advisor Events collected in real time Transformed into a connected graph of business concepts Predictions & Actions Plan Overage Bill greater than last month Prorates Interactions Roaming charges Third Party Charges Orders Bills Abnormal fee Payments Rate increases Collections Charge dispute Charge dispute First bill Past due amount Customer Pay bill Pay instructions Customer Cancellation Reactivation Individual Device activation Device Activated Device education Device heartbeat Subscriptions Device changes Chronology of events Subjective "good payer" Patterns "always pays 2 days late" Trends “improving payer" Geospatial “within 5 miles of the tower" Time “within 5 minutes of an outage" Probability “probably will call about the bill" Absence of occurrence “missed payment” Highly User extensible … Information Security Level 1 – Confidential © 2010 – Proprietary and Confidential Information of Amdocs Extensible 13 Device exchange Device Lost Device not working Device resume Service data not working Service text not working Service voice not working Use Case Extensions AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION Presenting Insight to CSR Prediction on reason for the call – ranked by probability Process opens relevant screen for reference and action Recommended actions – based on best ROI Prioritized Recommended treatment and script 14 Information Security Level 1 – Confidential © 2010 – Proprietary and Confidential Information of Amdocs