System and method of obtaining merchant sales information for marketing or sales teams
First Claim
Patent Images
1. A method for providing a geo-enhanced savings opportunity to a mobile device, comprising:
- obtaining, with a central server, a request for sales information for one or more merchants;
accessing, with the central server, transaction data of multiple customers including sales information from multiple financial institutions;
generating, with the central server, processed transaction data by executing a variable extraction process on the transaction data including;
generating sorted transaction data by sorting the transaction data based on criteria,generating consolidated transaction data by consolidating the sorted transaction data after removing duplicate entries therein, andgenerating merged transaction data by merging previous customer data after the step of sorting or consolidating;
generating, with the central server, a customer model for each of the multiple customers by executing a machine learning process on the processed transaction data, the customer model identifying a relative likelihood of a customer to act upon a plurality of offers;
identifying, with the central server, deals offered by the one or more merchants to the customer based on the customer model, the deals including a geo-enhanced savings opportunity;
determining, with the central server, whether the customer has used an initial savings opportunity presented to the customer;
receiving, with a customer interface of the central server, location data from a mobile device of the customer, the location data indicating that the customer has entered a geographic location set by a merchant offering the geo-enhanced savings opportunity; and
transmitting, with the central server, the geo-enhanced savings opportunity to the mobile device in response to determining that the customer has not used the initial savings opportunity presented to the customer and in response to receiving the location data.
2 Assignments
0 Petitions
Accused Products
Abstract
Disclosed herein is a method of obtaining merchant sales information for marketing or sales teams. Including accessing transaction data from one or more financial institutions and extracting metadata associated with the transaction data in accordance with at least one rule. The metadata is then analyzed to identify transaction data associated with one or more merchants. The transaction data associated with the one or more merchants is provided to the marketing or sales teams.
-
Citations
21 Claims
-
1. A method for providing a geo-enhanced savings opportunity to a mobile device, comprising:
-
obtaining, with a central server, a request for sales information for one or more merchants; accessing, with the central server, transaction data of multiple customers including sales information from multiple financial institutions; generating, with the central server, processed transaction data by executing a variable extraction process on the transaction data including; generating sorted transaction data by sorting the transaction data based on criteria, generating consolidated transaction data by consolidating the sorted transaction data after removing duplicate entries therein, and generating merged transaction data by merging previous customer data after the step of sorting or consolidating; generating, with the central server, a customer model for each of the multiple customers by executing a machine learning process on the processed transaction data, the customer model identifying a relative likelihood of a customer to act upon a plurality of offers; identifying, with the central server, deals offered by the one or more merchants to the customer based on the customer model, the deals including a geo-enhanced savings opportunity; determining, with the central server, whether the customer has used an initial savings opportunity presented to the customer; receiving, with a customer interface of the central server, location data from a mobile device of the customer, the location data indicating that the customer has entered a geographic location set by a merchant offering the geo-enhanced savings opportunity; and transmitting, with the central server, the geo-enhanced savings opportunity to the mobile device in response to determining that the customer has not used the initial savings opportunity presented to the customer and in response to receiving the location data. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21)
-
Specification