Method and apparatus for profiling clients of a database-driven transaction system and marketing according to profile data

• US 20020095328A1
• Filed: 12/14/2000
• Published: 07/18/2002
• Est. Priority Date: 06/14/2000
• Status: Abandoned Application

• Current Assignee: Celia Francis, Gabiel Manjarrez, Garret Swart, John Lee, Laurent Demailly, Mike Rauta, Nathan Boyd, Nino Walker, Pete Duimstra
• Original Assignee: Celia Francis, Gabiel Manjarrez, Garret Swart, John Lee, Laurent Demailly, Mike Rauta, Nathan Boyd, Nino Walker, Pete Duimstra
• Inventors: Swart, Garret, Duimstra, Pete, Lee, John, Boyd, Nathan, Walker, Nino, Demailly, Laurent, Francis, Celia, Manjarrez, Gabiel, Rauta, Mike
• Application Number:
  US09/737,385
• Publication Number:
  US 20020095328A1
• Time in Patent Office: Days
• US Class Current: 705/14.53
• CPC Class Codes: G06Q 10/02 Reservations, e.g. for tickets, services or events
• CPC Class Codes: G06Q 10/025 Coordination of plural reservations, e.g. plural trip segments, transportation combined with accommodation
• CPC Class Codes: G06Q 10/04 Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" market predictions or forecasting for commercial activities G06Q30/0202
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 30/0205 Location or geographical consideration
• CPC Class Codes: G06Q 30/0212 Chance discounts or incentives
• CPC Class Codes: G06Q 30/0255 based on user history
• CPC Class Codes: G06Q 30/0283 Price estimation or determination
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]

Abstract

A data structure enabling input, storage, and access of client and supplier profile data within a database-driven transaction system is provided. The data structure comprises, a portion thereof dedicated to accommodate client profile information, a portion thereof dedicated to accommodate supplier profile information, a portion thereof dedicated to the creation and application of profile descriptors based on known historical data and a portion thereof dedicated to managing the current states of the profile descriptors according to new data received within the transaction system. The profile descriptors summarize a variety of activity states attributed to specific clients and suppliers doing business through the transaction system and are utilized for the purpose of customizing products and services offered through the transaction system according to a determined status ranking resulting from a combination of descriptors.

Claims

1. A data structure enabling input, storage, and access of client and supplier profile data within a database-driven transaction system comprising:

a portion thereof dedicated to accommodate client profile information;

a portion thereof dedicated to accommodate supplier profile information;

a portion thereof dedicated to the creation and application of profile descriptors based on known historical data; and

a portion thereof dedicated to managing the current states of the profile descriptors according to new data received within the transaction system, characterized in that the profile descriptors summarize a variety of activity states attributed to specific clients and suppliers doing business through the transaction system and are utilized for the purpose of customizing products and services offered through the transaction system according to a determined status ranking resulting from a combination of descriptors.

2. The data structure of claim 1, wherein the portion dedicated to accommodate client profile information is subdivided into a plurality of data sectors defined by titles, the titles defining the nature of data included in each data sector.

3. The data structure of claim 2, wherein the portion dedicated to accommodate supplier profile information is subdivided into a plurality of data sectors defined by titles, the titles defining the nature of data included in each data sector.

4. The data structure of claim 3, wherein the known historical data includes client-supplier transaction histories.

5. The data structure of claim 4, wherein the historical data includes supplier performance histories.

6. The data structure of claim 5, wherein the client profile data includes one of, all of, or a combination of geographic data, contact data, preference data, financial data, service-access data, transaction data, authentication data, and family data.

7. The data structure of claim 6, wherein the supplier profiled data includes one of, all of, or a combination of geographic data, service-requirement data, service-performance data, contact data, quality control data, financial data, and client feedback data.

8. The data structure of claim 7, wherein the profile descriptors are created according to a predefined ranking system.

9. The data structure of claim 8, wherein there are two ranking systems, a system for clients that is separate from a system for suppliers.

10. The data structure of claim 9, wherein the ranking systems are numberbased systems.

11. The data structure of claim 10, wherein the ranking systems are word-based systems.

12. The data structure of claim 9, wherein one of the ranking systems is a number-based system and the other is a word-based system.

13. The data structure of claim 7, wherein the profile descriptors are read as text summaries specific to profile categories.

14. The data structure of claim 7, wherein the profile descriptors are XML-based descriptors.

15. The data structure of claim 7, or the profile descriptors are graphic icons.

17. The method of claim 16 wherein in step (a), the personal data includes status data, product-service preference data, geographic data, financial data, and contact data.

18. The method of claim 17 wherein in step (b), the historical records include purchase histories, payment histories, and product-service utilization histories.

19. The method of claim 18 wherein in step (c), the business data includes product-service data, geographic data, contact data, and availability data.

20. The method of claim 19 wherein in step (d), the historical records include sales histories, quality-control histories, service-performance histories, and product-service definition histories.

21. The method of claim 20 wherein in step (e), the selected clients are preferred clients actively shopping for products or services.

22. The method of claim 21 wherein in step (f), the matches of clients to suppliers is based in part on matching unique client preferences to customized states of products or services.

23. The method of claim 21 wherein in step (f), indication of products or service customization is made by the supplier after determination of a client-supplier match wherein at such time an engagement is initiated by the client contingent on the parameters of the customization indicated.

16. A method for customizing products and services offered through a databased driven transaction system based upon active profiling comprising steps of:

(a) establishing client profiles, the profiles containing personal data about the clients;

(b) compiling historical records related to client activity and results recorded within the transaction database;

(c) establishing supplier profiles, the profiles containing business data about the suppliers;

(d) compiling historical records related to supplier activity and results recorded within the transaction database;

(e) selecting specific ones of clients having favorable profiles and records;

(f) matching selected clients to suppliers having favorable profiles and records, the matches determined through logical correlation of client data to supplier data within the transaction database.