SYSTEM AND METHOD FOR IMPROVING RESOLUTION OF CHANNEL DATA

• US 20080086351A1
• Filed: 11/30/2007
• Published: 04/10/2008
• Est. Priority Date: 10/23/2002
• Status: Active Grant

• Current Assignee: Model N, Inc.
• Original Assignee: Infonow Corporation
• Inventors: Hsieh, Yuan, Kark, Donald, Rand, Nahum
• Granted Patent: US 7,644,070 B2
• Time in Patent Office: Days
• US Class Current: 705/7
• CPC Class Codes: G06F 16/29 Geographical information databases
• CPC Class Codes: Y10S 707/99931 Database or file accessing
• CPC Class Codes: Y10S 707/99933 Query processing, i.e. searching
• CPC Class Codes: Y10S 707/99936 Pattern matching access

Abstract

Disclosed are methods for processing distribution channel data integrating business information with geographic data to produce integrated data, wherein the integrated data has greater resolution than the business information. Distribution channel data is captured and correlated with the integrated data to increase the resolution of the distribution channel data.

Claims

1. A system for managing product distribution, comprising:

one or more reference record databases;

one or more reference records within the reference record databases, each reference record providing an association between business information and geo-coded spatial data regarding a product;

transaction data wherein said transaction data includes geo-coded spatial data associate with said transaction data;

a candidate identification mechanism for determining more than one candidate reference record from one of the reference record databases using geo-coded spatial data from the transaction data;

responsive to determining more than one candidate reference records, a matching mechanism for matching at least one candidate reference record from the determined more than one candidate reference records to the transaction data using a lexical matching process; and

storing in memory a match identifier associated with the match between the at least one candidate reference record from the determined more than one candidate reference records and the transaction data.

2. The system of claim 1 wherein the product is distributed to a consumer via a distribution channel.

3. The system of claim 2 wherein a producer of the product places the product in the distribution channel.

4. The system of claim 1 further comprising a geo-coding mechanism operable to determine street-level spatial data from the transaction data.

5. The system of claim 1 wherein the candidate identification mechanism determines postal code information from the transaction data.

6. The system of claim 1 wherein the candidate identification mechanism determines location information from the transaction data.

7. The system of claim 6 wherein the candidate identification mechanism further comprises a selection mechanism for retrieving records that have spatial data substantially matching the spatial data obtained from the transaction record.

8. The system of claim 7 wherein the reference record comprises:

a reference identifier identifying a channel participant;

a business name; and

spatial information with predetermined accuracy.

9. The system of claim 7 wherein the matching mechanism further comprises:

a lexical matching process operable to correlate non-spatial data in the transaction record with non-spatial data in the candidate reference records.

10. The system of claim 7 wherein the matching mechanism further comprises:

a lexical matching process operable to correlate spatial data in the transaction record with spatial data in the candidate reference records.

11. The system of claim 7 wherein the lexical matching process generates a score for each candidate reference record.

12. The system of claim 7 wherein the selection mechanism is operable to select a selected candidate reference record from the at least one candidate reference record based on the generated score exceeding a pre-selected threshold value, wherein the selected candidate reference record is selected from among candidate reference records including records precisely identifying the at least one channel participant related to the transaction data and candidate reference records manually identified as identifying the at least one channel participant related to the transaction data, said reference record databases being updated from said manual identification.

13. The system of claim 12 wherein, responsive to selection mechanism failing to select a selected candidate reference record, updating said reference record databases by adding a new reference record in said reference record database based on said transaction data.

14. The system of claim 13 wherein the new reference record is associated with an identifier linking the new reference record to said transaction data.

15. A method for identifying participants in a distribution channel, comprising:

generating a transaction record comprising business and spatial data that identifies at least one channel participant;

geo-coding spatial data within the transaction record;

providing a reference record database comprising a plurality of reference records wherein each reference record comprises business and spatial information, and wherein spatial information associated with each reference record is geo-coded;

determining at least one match between the transaction record and the plurality of reference records based on a comparative analysis of both lexical matching of transaction record business data to reference record business information and association of the transaction geo-coded spatial data with reference record geo-coded spatial information; and

storing in memory a match identifier associated with the at least one match between the transaction record and the plurality of reference records.

16. The method of claim 15 wherein the at least one channel participant is an end customer.

17. The method of claim 15 further comprising:

applying non-spatial matching processes to select one of the reference records and using the selected reference record to precisely identify the at least one channel participant.

18. The method of claim 15 further comprising:

using the one or more identified reference records to attribute transactions to another channel participant, wherein the transaction record itself has insufficient precision to accurately attribute the transactions and wherein the reference record database is updated based on attributing transactions to another channel participant.

19. A computer-based method for resolving ambiguous transaction records, comprising:

storing reference records in memory that each provide an association between business information and spatial data, the spatial data including a geocode;

with a resolver mechanism running on a computer having access to the memory, receiving a transaction record comprising transaction information and location information;

operating the resolver mechanism to parse the location information in the transaction record and generate a transaction geocode based on the parsed location information;

comparing the generated transaction geocode with the reference record geocodes to select one or more candidate reference records from the stored reference records;

performing lexical processing of the selected one or more candidate reference records; and

based on the lexical processing, matching the received transaction record to one of the selected one or more candidate reference records wherein a match identifier associated with the match between the received transaction record and one of the selected one or more candidate reference records is stored in memory.

20. The method of claim 19 wherein geocodes comprise a value corresponding to a latitude and longitude location.

21. The method of claim 19 wherein the comparing includes a first comparison and a second comparison, the first comparison comprising:

identifying a plurality of reference records by associating the transaction geo-code with reference record geo-codes of the plurality of reference records;

responsive to identifying the plurality of reference records, applying lexical matching to business information of each of the plurality of reference records and to the transaction record business data to identify a first matching reference record;

the second comparison comprising;

identifying a plurality of reference records by applying lexical matching to business information of each reference record and to the transaction record business data;

responsive to identifying the plurality of reference records, associating the transaction geo-code of each of the plurality of reference records geo-codes to identify a second matching reference record; and

comparing the first matching reference record to the second matching reference record to determine a matched reference record.

22. The method of claim 19 wherein comparing includes

identifying a first plurality of reference records by associating the transaction geo-code with reference record geo-codes of the plurality of reference records, and identifying a second plurality of reference records by applying lexical matching to business information of each reference record and to the transaction record business data;

selecting either the first plurality of reference records or the second plurality of reference records based on predetermined criteria;

responsive to selecting the first plurality of reference records, applying lexical matching to business information of each of the first plurality of reference records and to the transaction record business data to identify a matching reference record; and

responsive to selecting the second plurality of reference records, associating the transaction geo-code to each of the second plurality of reference records to identify a matching reference record.