Automatic recommendation of digital offers to an offer provider based on historical transaction data

• US 10,410,243 B2
• Filed: 07/17/2013
• Issued: 09/10/2019
• Est. Priority Date: 12/22/2012
• Status: Active Grant

• Current Assignee: Quotient Technology Inc.
• Original Assignee: Quotient Technology Inc.
• Inventors: Boal, Steven R.
• Primary Examiner(s): Schmucker, Michael W
• Application Number:
  US13/944,158
• Publication Number:
  US 20140180806A1
• Time in Patent Office: 2,246 Days
• Field of Search: 705 1438, 705 1425, 705 1426, 705 1435, 705 1439, 705 1453, 705 1465, 705 261, 705 30, 705 141, 705 1413, 705 1421, 705 1423, 705 1437, 705 16, 705 17, 705 24, 705 1415, 705 1417, 705 1418, 705 1427, 705 1433, 705 1436, 705 1449, 705 1466, 705 15, 705 18, 705 11, 705 21, 705 2641, 705 268, 705 35, 705 736, 705 80, 707999003, 707E17009, 707E17014, 707E17031, 707E17082, 707E17109, 707 7
• CPC Class Codes: G06Q 10/107 Computer-aided management of electronic mailing [e-mailing]
• CPC Class Codes: G06Q 20/209 Specified transaction journal output feature, e.g. printed receipt or voice output
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/0207 Discounts or incentives, e.g. coupons or rebates
• CPC Class Codes: G06Q 30/0211 Determining the effectiveness of discounts or incentives
• CPC Class Codes: G06Q 30/0245 Surveys
• CPC Class Codes: G06Q 30/0251 Targeted advertisements
• CPC Class Codes: G06Q 30/0255 based on user history
• CPC Class Codes: G06Q 30/0269 based on user profile or attribute
• CPC Class Codes: G06Q 30/04 Billing or invoicing
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 40/10 Tax strategies

Abstract

According to an embodiment, a data processing system for managing electronic offers comprises: a memory storing a set of historical transaction records pertaining to past consumer transactions and a set of offer data relating to an offer provider; and a logic module adapted to automatically suggest an offer to the offer provider based on at least a subset of the historical transaction records and at least a subset of the offer data, the offer being targeted at a consumer. In an embodiment, the electronic offer is suggested in response to a request for a receipt made by the consumer. In an embodiment, the electronic offer is automatically approved by the offer provider and is included in a transaction receipt transmitted to a data processing system associated with the consumer.

Claims

1. A data processing system for managing printed offers, the system comprising:

one or more processors;

a computer readable storage media coupled to the one or more processors and storing a set of historical transaction records pertaining to past consumer transactions, a set of definition data describing a plurality of contexts, and a set of offer data relating to an offer provider; and

a memory coupled to the computer readable storage media and storing sequences of instructions which, when executed, cause the one or more processors to;

correlate an event to a consumer record,

identify a first context for the event based on the historical transaction records, wherein the first context comprises one or more purchase events at a first retailer that occur within a specific time frame,

match the first context for the event to a second context of the plurality of contexts based on the set of definition data, wherein the second context is a targeted context that comprises the one or more purchase events that occur within the specific time frame, and wherein one or more offers are associated with the targeted context by a second retailer, the second retailer being different than the first retailer,

receive a bid amount indicating how much the offer provider is willing to compensate for printing and activating the one or more offers with the targeted context,

automatically suggest the one or more offers associated with the targeted context to the offer provider based on a ranking of matched contexts, the bid amount, at least a subset of the historical transaction records and at least a subset of the offer data, the one or more offers being targeted at a consumer,

automatically approving the one or more offers by the offer provider,

cause printing, at a retailer point of sale terminal, a paper receipt that includes the one or more offers that are based on the ranking of matched contexts in response to a request for the paper receipt made by the consumer,

in response to the printing, activate the one or more offers by generating activation data and storing the activation data as part of a record of activated offers.

2. The data processing system of claim 1, wherein the data processing system associated with the consumer is at least one of:

a desktop computer, laptop computer, netbook, electronic notebook, ultra mobile personal computer (UMPC), electronic tablet, client computing device, client terminal, client console, mobile telephone, smartphone, wearable computer, head-mounted computer, or personal digital assistant.

3. The data processing system of claim 1, wherein the offer data includes at least one of:

an offer provider identity, a historical or projected impact of the one or more offers on sales of an item, a historical or projected offer redemption rate, a historical or projected profit per offer impression, a historical or projected profit margin, or a historical trend in offers made available by the offer provider.

4. The data processing system of claim 1, wherein the historical transaction records include at least one of:

a universal product code, a quantity of product purchased, a number of items purchased, a transaction amount, at least a portion of a credit card number used, a payment identifier used, a secure payment hash key, a data processing system or facility, time, date, one or more offers activated or redeemed, a customer name, a phone number, a pin number, a password, a code, a loyalty card number, RFID data, a device identifier, one or more items that were purchased in a previous, concurrent or subsequent transaction, or a transaction number.

5. The data processing system of claim 1, wherein suggesting the one or more offers includes selecting from multiple preexisting offers.

6. The data processing system of claim 1, wherein suggesting the one or more offers includes producing a new offer.

7. A method for managing printed offers, the method comprising:

storing a set of historical transaction records pertaining to past consumer transactions and a set of offer data relating to an offer provider;

correlating an event to a consumer record;

identifying a first context for the event based on the historical transaction records, wherein the first context comprises one or more purchase events at a first retailer that occur within a specific time frame;

matching the first context for the event to a second context of a plurality of contexts based on a set of definition data, wherein the second context is a targeted context that comprises the one or more purchase events at a second retailer that occur within the specific time frame, and wherein one or more offers are associated with the targeted context by the second retailer, the second retailer being different than the first retailer;

receiving a bid amount indicating how much the offer provider is willing to compensate for printing and activating the one or more offers with the targeted context;

automatically suggesting the one or more offers associated with the targeted context to the offer provider based on a ranking of matched contexts, the bid amount, at least a subset of the historical transaction records and at least a subset of the offer data, the one or more offers being targeted at a consumer;

causing printing, at a retailer point of sale terminal, a paper receipt that includes the one or more offers that are based on the ranking of matched contexts in response to a request for the paper receipt made by the consumer;

in response to the printing, activating the one or more offers by generating activation data and storing the activation data as part of a record of activated offers;

automatically approving the one or more offers by the offer provider;

wherein the method is performed by one or more computing devices.

8. The method of claim 7, wherein the one or more computing devices comprises:

a desktop computer, laptop computer, netbook, electronic notebook, ultra mobile personal computer (UMPC), electronic tablet, client computing device, client terminal, client console, mobile telephone, smartphone, wearable computer, head-mounted computer, or personal digital assistant.

9. The method of claim 7, wherein the offer data includes at least one of:

an offer provider identity, a historical or projected impact of the one or more offers on sales of an item, a historical or projected offer redemption rate, a historical or projected profit per offer impression, a historical or projected profit margin, or a historical trend in offers made available by the offer provider.

10. The method of claim 7, wherein the historical transaction records include at least one of:

a universal product code, a quantity of product purchased, a number of items purchased, a transaction amount, at least a portion of a credit card number used, a payment identifier used, a secure payment hash key, a data processing system or facility, time, date, one or more offers activated or redeemed, a customer name, a phone number, a pin number, a password, a code, a loyalty card number, RFID data, a device identifier, one or more items that were purchased in a previous, concurrent or subsequent transaction, or a transaction number.

11. The method of claim 7, further comprising selecting the one or more offers to suggest by selecting the one or more offers from multiple preexisting offers.

12. The method of claim 7, wherein suggesting the one or more offers comprises producing a new offer to suggest.

13. One or more non-transitory computer-readable media storing program instructions adapted to manage electronic offers, wherein execution of the program instructions by a data processing system causes:

storing a set of historical transaction records pertaining to past consumer transactions and a set of offer data relating to an offer provider;

correlating an event to a consumer record;

identifying a first context for the event based on the historical transaction records, wherein the first context comprises one or more purchase events at a first retailer that occur within a specific time frame;

matching the first context for the event to a second context of a plurality of contexts based on a set of definition data, wherein the second context is a targeted context that comprises the one or more purchase events that occur within the specific time frame, and wherein one or more offers are associated with the targeted context by a second retailer, the second retailer being different than the first retailer;

receiving a bid amount indicating how much the offer provider is willing to compensate for printing and activating the one or more offers with the targeted context;

automatically suggesting the one or more offers associated with the targeted context to the offer provider based on a ranking of matched contexts, the bid amount, at least a subset of the historical transaction records and at least a subset of the offer data, the one or more offers being targeted at a consumer;

automatically approving the one or more offers by the offer provider;

causing printing, at a retailer point of sale terminal, the one or more offers that are based on the ranking of matched contexts in a paper transaction receipt in response to a request for the paper transaction receipt made by the consumer;

in response to the printing, activating the one or more offers by generating activation data and storing the activation data as part of a record of activated offers.

14. The one or more non-transitory computer-readable storage media of claim 13, wherein the offer data includes at least one of:

an offer provider identity, a historical or projected impact of the one or more offers on sales of an item, a historical or projected offer redemption rate, a historical or projected profit per offer impression, a historical or projected profit margin, or a historical trend in offers made available by the offer provider.

15. The one or more non-transitory computer-readable storage media of claim 13, wherein the historical transaction records include at least one of:

a universal product code, a quantity of product purchased, a number of items purchased, a transaction amount, at least a portion of a credit card number used, a payment identifier used, a secure payment hash key, a data processing system or facility, time, date, one or more offers activated or redeemed, a customer name, a phone number, a pin number, a password, a code, a loyalty card number, RFID data, a device identifier, one or more items that were purchased in a previous, concurrent or subsequent transaction, or a transaction number.