Automated method and system to recommend one or more supplier-side responses to a transaction request

• US 20040117235A1
• Filed: 12/13/2002
• Published: 06/17/2004
• Est. Priority Date: 12/13/2002
• Status: Abandoned Application

• Current Assignee: Metreo, Inc. (Samsung Electronics Co. Ltd.)
• Original Assignee: Metreo, Inc. (Samsung Electronics Co. Ltd.)
• Inventors: Shacham, Nachum
• Application Number:
  US10/318,440
• Publication Number:
  US 20040117235A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/0202 Market predictions or forecasting for commercial activities
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 50/188 Electronic negotiation

Abstract

A system and automated method operate to recommend a response to a transaction request. An original request score for the transaction request is calculated, the original request score indicating an evaluation of the transaction request according to a plurality of metrics. A target score for the transaction request is determined, the target score indicating an expectation for the transaction request according to the plurality of metrics. A modified transaction request is generated, based upon the transaction request, having a modified request score corresponding more closely to the target score than the original request score of the transaction request.

Claims

1. A computer-implemented method to generate a response to a transaction request, the method including:

calculating an original request score for the transaction request, the original request score indicating an evaluation of the transaction request according to a plurality of metrics;

determining a target score for the transaction request, the target score indicating an expectation for the transaction request according to the plurality of metrics; and

generating a modified transaction request, based upon the transaction request, having a modified request score corresponding more closely to the target score than the original request score of the transaction request.

2. The method of claim 1 including generating a plurality of modified transaction requests, each of the plurality of modified transaction requests being unique and being based on the transaction request.

3. The method of claim 2 wherein each of the plurality of modified transaction requests includes a unique set of attribute values for a set of attributes of the respective modified transaction request.

4. The method of claim 1 wherein the generation of the modified request includes modifying at least one attribute of the transaction request to thereby generate the modified transaction request.

5. The method of claim 4 wherein the generation of the modified requests includes modifying a plurality of attributes of the transaction request to thereby generate the modified transaction request.

6. The method of claim 4 wherein the modification of the at least one attribute includes modifying an attribute value for the at least one attribute.

7. The method of claim 1 wherein the target score is manually inputted by an operator of a recommendation system.

8. The method of claim 1 wherein the target score is automatically determined based on historical data.

9. The method of claim 1 wherein the target score is automatically determined based on sales forecasts and goals.

10. The method of claim 1 wherein the generation of the modified transaction request includes performing a comparison between the original request score and the target score, and generating the modified transaction request responsive to a determination that the original request score deviates from the target score.

11. The method of claim 10 wherein the determination is that the original request score is below the target score.

12. The method of claim 1 wherein the transaction request includes a plurality of objects, the plurality of objects including a set of line item objects representing line items to which the transaction request pertains, the generation of the modified transaction request including selecting a first line item object of the set of line item objects for modification, selecting a modification action to be performed with respect to the first line item object, and performing the modification action with respect to the first line item object.

13. The method of claim 12 including selecting the first line item object according to a modification policy.

14. The method of claim 13 wherein the modification policy comprises an equal change policy whereby a plurality of line item scores for a plurality of line item objects of the set of line item object are modified by an equal amount.

15. The method of claim 13 wherein the modification policy comprises a lowest-score first policy whereby the first line item object is selected for modification based on having a lowest line item score within the set of line item objects.

16. The method of claim 13 wherein the modification policy comprises a target score policy whereby the respective line item scores for all line item objects, including the first line item object of the transaction request, are made equal to the target score.

17. The method of claim 1 including applying a plurality of modification policies to generate the modified transaction request.

18. The method of claim 17 wherein the plurality of modification policies are selected by a user from a set of modification policies.

19. The method of claim 17 including applying the plurality of modification policies in an order specified by a user.

20. The method of claim 1 wherein the modification action includes selecting a first attribute value of a first attribute of the first line item object for modification, and modifying the first attribute value.

21. The method of claim 20 wherein the modification action includes selecting further attribute values of further attributes of the first line item object for modification, and modifying the further attribute values until the first line item score approaches a first goal score.

22. The method of claim 20 wherein the first attribute is a target modifier attribute, and the selection of the first attribute value includes identifying the first attribute value as a target modifier attribute value.

23. The method of claim 20 wherein the selection of the first attribute value includes identifying a maximum extent to which the first attribute value may be modified.

24. The method of claim 12 wherein the selection of the first attribute value of the first attribute of the first line item object for modification includes:

selecting a set of attribute values of a set of attributes of the first line item object for potential modification, wherein the set of attributes of the first line item object is comprised of target modifier attributes;

iteratively, for each attribute of the set of attributes of the first line item object;

setting a modified attribute value;

assessing an impact of the modified attribute value on the generation of the modified request score that corresponds more closely to the target score; and

selecting the first attribute value from among the set of attribute values for modification based on the first attribute value having a largest impact in the generation of the modified request score that corresponds most closely to the target score.

25. The method of claim 24 wherein the assessment of the impact of the modified attribute value is performed with respect to at least one metric function.

26. The method of claim 24 wherein the assessment of the impact of the modified attribute value is performed with respect to a plurality of metric functions.

27. The method of claim 24 including assessing a combined impact for both the first and second attribute values of the first line item object, the combined impact being any one of a group of additive impacts comprising an addition of first and second impacts associated with the first and second attributes respectively, a maximum impact comprising in the maximum of the first and second impacts, and a multiplicative impact comprising a multiplication of the first and second impacts.

28. The method of claim 24 wherein the assessment of the impact includes determining if a modified line item score for the first line item object equals the goal score for the first line item object and, if so, adopting the modified attribute value for the first attribute.

29. The method of claim 12 wherein the generation of the modified transaction request includes identifying a second line item object of the set of line item objects for modification in addition to the first line item object, selecting a second modification action to be performed respect to the second line item object, and performing the second modification action with respect to the second line item object.

30. The method of claim 29 wherein the second modification action includes selecting a second attribute value for a second attribute of the second line item object, and modifying the second attribute value.

31. The method of claim 29 wherein the second modification action is performed responsive to a determination that the modified request score does not equal the target request score subsequent to performance of the first modification action.

32. The method of claim 20 wherein the first attribute of the first line item object comprises an argument to a metric function whereby a first line item score for the first line item object is calculated.

33. The method of claim 32 wherein the metric function is utilized to calculate a metric value that contributes to the first line item score.

34. The method of claim 20 wherein the first attribute of the first line item object comprises a target modifier attribute having a target modifier value that modifies a first target line item score for the first line item object.

35. The method of claim 20 wherein the first attribute of the first line item object comprises a target modifier attribute having a target modifier value that modifies a normalization function whereby a normalized metric value is derived from a metric value for the first line item object.

36. The method of claim 12 wherein the modification action includes substituting the first line item object with a second line item object, the second line item object representing a second line item with which to substitute to the first line item of the transaction request.

37. The method of claim 12 wherein the modification action includes deleting the first line item object.

38. The method of claim 12 wherein the modification action includes adding a third line item object.

39. The method of claim 12 wherein the modification action includes modifying an aggregation method by which metric values calculated for the first line item object are aggregated to generate the first line item score for the first line item object.

40. The method of claim 12 wherein the modification action includes modifying an aggregation method by which line item object scores for the set of line item objects are aggregated to generate the request score for the transaction request.

41. The method of claim 12 wherein the modification action includes modifying a request-level attribute of the transaction request common in the request-level attribute pertaining to the transaction request as a whole.

42. The method of claim 41 wherein the modification of the request level attribute includes identifying the request-level attribute as being selected for potential modification by a user.

43. The method of claim 12 including calculating a first line item score for the first line item object, the first line item score representing an evaluation of the first line item object according to a predetermined set of metrics.

44. The method of claim 43 including calculating a first goal score for the first line item object, the first goal score representing the first line item score for the first line item object at which the modified request score corresponds more closely to the target score than the original request score of the transaction request.

45. The method of claim 44 wherein the modification action includes modifying the first line item score for the first line item object to corresponding to the goal score.

46. The method of claim 43 wherein the selection of the first line item object for modification includes calculating a line item score for each of the line item objects of the set of line item objects, each line item score representing an evaluation of the respective line item object according to a predetermined set of metrics.

47. The method of claim 46 wherein the predetermined set of metrics is selected by the user.

48. The method of claim 46 wherein the selection of the first line item object of the set of line item objects for modification is performed based on predetermined criteria.

49. The method of claim 48 wherein the predetermined criteria includes a gap value representing a difference between a target line item score and an actual line item score for the line item object.

50. The method of claim 12 including, prior to performance of the modification action with respect to the first line item object, determining whether a constraint exists with respect to the modification action and whether the constraint permits the modification action.

51. The method of claim 50 wherein, if the constraint does not permit the modification action, selecting an alternative modification action to be performed with respect to the first line item object.

52. The method of claim 51 wherein the determination of whether a constraint exists includes referencing a constraint specification.

53. The method of claim 52 wherein the constraint specification specifies constraints specific to each of the set of line item objects.

54. The method of claim 52 wherein the constraint specification specifies constraints dependent upon request-level attributes associated with the transaction request.

55. The method of claim 54 wherein the request-level attributes include any one of a group of attributes of the transaction request, the group of attributes including a customer identifier attribute indicating an identity of the customer from which the transaction request originated, a market segment attribute identifying a market segment to which the transaction request pertains, and a transaction value attribute indicating a total transaction value for the transaction request.

88. The system of claim 12 wherein the recommendation engine, prior to performance of the modification action with respect to the first line item object, is to determine whether a constraint exists with respect to the modification action and whether the constraint permits the modification action.

89. The system of claim 50 wherein the recommendation engine, if the constraint does not permit the modification action, is to select an alternative modification action to be performed with respect to the first line item object.

56. A system to generate a response to a transaction request, the system including:

an evaluation engine to calculate an original request score for the transaction request, the original request score indicating an evaluation of the transaction request according to a plurality of metrics; and

a recommendation engine, coupled to the evaluation engine, to;

determine a target score for the transaction request, the target score indicating an expectation for the transaction request according to the plurality of metrics; and

generate a modified transaction request, based upon the transaction request, having a modified request score corresponding more closely to the target score than the original request score of the transaction request.

57. The system of claim 56 wherein the recommendation engine is to generate a plurality of modified transaction requests, each of the plurality of modified transaction requests being unique and being based on the transaction request.

58. The system of claim 57 wherein the recommendation engine to generate each of the plurality of modified transaction request to include a unique set of attribute values for a set of attributes of the respective modified transaction request.

59. The system of claim 56 wherein the recommendation engine is to modify at least one attribute of the transaction request to thereby generate the modified transaction request.

60. The system of claim 56 wherein the target score is at least one of manually inputted by an operator of a recommendation system, automatically determined based on historical data, and automatically determined based on sales forecasts and goals.

61. The system of claim 56 wherein the recommendation engine is to perform a comparison between the original request score and the target score, and to generate the modified transaction request responsive to a determination that the original request score deviates from the target score.

62. The system of claim 56 wherein the transaction request includes a plurality of objects, the plurality of objects including a set of line item objects representing line items to which the transaction request pertains, the recommendation engine to select a first line item object of the set of line item objects for modification, to select a modification action to be performed with respect to the first line item object, and to perform the modification action with respect to the first line item object.

63. The system of claim 62 wherein the recommendation engine is to select the first line item object according to a modification policy.

64. The system of claim 63 wherein the modification policy comprises an equal change policy whereby a plurality of line item scores for a plurality of line item objects of the set of line item object are modified by an equal amount.

65. The system of claim 63 wherein the modification policy comprises a lowest-score first policy whereby the first line item object is selected for modification based on having a lowest line item score within the set of line item objects.

66. The system of claim 63 wherein the modification policy comprises a target score policy whereby the respective line item scores for all line item objects, including the first line item object of the transaction request, are made equal to the target score.

67. The system of claim 56 wherein the recommendation engine is to select a first attribute value of a first attribute of the first line item object for modification, and to modify the first attribute value.

68. The system of claim 67 wherein the recommendation engine is to select further attribute values of further attributes of the first line item object for modification, and to modify the further attribute values until the first line item score approaches a first goal score.

69. The system of claim 67 wherein the selection of the first attribute value of the first attribute of the first line item object for modification by the recommendation engine includes:

selecting a set of attribute values of a set of attributes of the first line item object for potential modification, wherein the set of attributes of the first line item object is comprised of target modifier attributes;

iteratively, for each attribute of the set of attributes of the first line item object;

setting a modified attribute value;

assessing an impact of the modified attribute value on the generation of the modified request score that corresponds more closely to the target score; and

selecting the first attribute value from among the set of attribute values for modification based on the first attribute value having a largest impact in the generation of the modified request score that corresponds most closely to the target score.

70. The system of claim 69 wherein the assessment of the impact of the modified attribute value is performed with respect to at least one metric function.

71. The system of claim 69 wherein the recommendation engine is to assess a combined impact for both the first and second attribute values of the first line item object, the combined impact being any one of a group of additive impacts comprising an addition of first and second impacts associated with the first and second attributes respectively, a maximum impact comprising in the maximum of the first and second impacts, and a multiplicative impact comprising a multiplication of the first and second impacts.

72. The system of claim 69 wherein the assessment of the impact includes determining if a modified line item score for the first line item object equals the goal score for the first line item object and, if so, adopting the modified attribute value for the first attribute.

73. The system of claim 62 wherein the recommendation engine is to identify a second line item object of the set of line item objects for modification in addition to the first line item object, to select a second modification action to be performed respect to the second line item object, and to perform the second modification action with respect to the second line item object.

74. The system of claim 73 wherein the second modification action includes selecting a second attribute value for a second attribute of the second line item object, and modifying the second attribute value.

75. The system of claim 73 wherein the second modification action is performed responsive to a determination that the modified request score does not equal the target request score subsequent to performance of the first modification action.

76. The system of claim 56 wherein the recommendation engine is to substitute the first line item object with a second line item object, the second line item object representing a second line item with which to substitute to the first line item of the transaction request.

77. The system of claim 62 wherein the modification action includes deleting the first line item object.

78. The system of claim 62 wherein the modification action includes adding a third line item object.

79. The system of claim 62 wherein the modification action includes modifying an aggregation system by which metric values calculated for the first line item object are aggregated to generate the first line item score for the first line item object.

80. The system of claim 62 wherein the modification action includes modifying an aggregation system by which line item object scores for the set of line item objects are aggregated to generate the request score for the transaction request.

81. The system of claim 62 wherein the evaluation engine is to calculate a first line item score for the first line item object, the first line item score representing an evaluation of the first line item object according to a predetermined set of metrics.

82. The system of claim 81 wherein the recommendation engine as to calculate a first goal score for the first line item object, the first goal score representing the first line item score for the first line item object at which the modified request score corresponds more closely to the target score than the original request score of the transaction request.

83. The system of claim 81 wherein the modification action includes modifying the first line item score for the first line item object to corresponding to the goal score.

84. The system of claim 62 wherein the selection of the first line item object for modification includes calculating a line item score for each of the line item objects of the set of line item objects, each line item score representing an evaluation of the respective line item object according to a predetermined set of metrics.

85. The system of claim 84 wherein the predetermined set of metrics is selected by the user.

86. The system of claim 84 wherein the selection of the first line item object of the set of line item objects for modification is performed based on predetermined criteria.

87. The system of claim 86 wherein the predetermined criteria includes a gap value representing a difference between a target line item score and an actual line item score for the line item object.

90. A system to generate a response to a transaction request, the system including:

evaluation means for calculating an original request score for the transaction request, the original request score indicating an evaluation of the transaction request according to a plurality of metrics; and

recommendation means, coupled to the evaluation means, for;

determining a target score for the transaction request, the target score indicating an expectation for the transaction request according to the plurality of metrics; and

generating a modified transaction request, based upon the transaction request, having a modified request score corresponding more closely to the target score than the original request score of the transaction request.

91. A machine-readable medium storing a set of instructions that, when executed by the machine, cause the machine to:

calculate an original request score for the transaction request, the original request score indicating an evaluation of the transaction request according to a plurality of metrics;

determine a target score for the transaction request, the target score indicating an expectation for the transaction request according to the plurality of metrics; and

generate a modified transaction request, based upon the transaction request, having a modified request score corresponding more closely to the target score than the original request score of the transaction request.