SYSTEMS AND METHODS RELATING TO A LEAD DISTRIBUTION ENGINE THAT ACCOMMODATES INTERNAL AND IMPORTED DESTINATION EXCLUSION RULES

• US 20080201184A1
• Filed: 01/09/2008
• Published: 08/21/2008
• Est. Priority Date: 01/09/2007
• Status: Abandoned Application

• Current Assignee: Autobytel Incorporated
• Original Assignee: Autobytel Incorporated
• Inventors: Dohoney, John L., Sward, Jeffrey E., Dunkle, Glenn R., Rose, C. Michael, Mathews, Peter D.
• Application Number:
  US11/971,816
• Publication Number:
  US 20080201184A1
• Time in Patent Office: Days
• US Class Current: 705/7
• CPC Class Codes: G06Q 10/063 Operations research, analysis or management
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0205 Location or geographical consideration

Abstract

Lead distribution systems and methods distribute consumer business leads received from lead sources for routing to one or more destinations that will use the lead and/or will forward the lead to another destination. The system identifies a set of most profitable destinations for each lead, while complying with business rules associated with the lead source and the destinations. For each lead, the system identifies a set of candidate destinations. The candidate destinations may include destinations for which the system has established exclusions, destinations for which the lead source has established exclusions, or both.

Claims

1. A method of distributing a business lead, wherein the business lead is received from a lead source and is distributed to a set of one or more destinations, the method comprising:

receiving an offer of a business lead from a lead source;

identifying a set of candidate destinations for the lead;

selecting a first destination from the set of candidate destinations to receive the lead by;

(a) gathering data for each of the set of candidate destinations, wherein the data for each of the set of candidate destinations comprises;

a margin score indicative of a monetary profit or other benefit to be gained from distributing the lead to the destination, and a set of exclusion factors for a first distribution of the lead, wherein the exclusion factors are based on business preferences of at least one of;

the lead source, the candidate destination, and a system carrying out the method;

(b) determining a subset of the candidate destinations that remain eligible for receiving the lead after application of the exclusion factors;

(c) determining which one or more of the subset of candidate destinations is associated with the largest margin score; and

(d) selecting one destination associated with the largest margin score to receive the lead; and

distributing the lead to the selected destination.

2. The method of claim 1:

wherein gathering data for each of the set of candidate destinations comprises populating a table with at least five different types of data for each candidate destination; and

wherein determining a subset of the candidate destinations that remain eligible for receiving the lead comprises applying a set of logic to the data in the table.

3. The method of claim 1,

wherein the data for each of the set of candidate destinations further comprises information indicative of a geographical distance from a geographical location associated with the business lead;

and

wherein, selecting one destination associated with the largest margin score to receive the lead further comprises, if more than one destination is associated with the largest margin score, selecting a destination that is geographically closest to the location associated with the business lead.

4. A multiple lead distribution system that accepts consumer business leads from lead sources and that distributes the leads to a plurality of lead destinations, the system comprising:

a registration system configured to store information from a lead source about business preferences of the lead source with regard to individual lead destinations;

an interface system configured to receive a notification of a lead available for purchase from the lead source;

a computer-readable storage medium configured to store information about lead destinations;

a selection system that is configured to identify, from the information in the computer-readable storage medium and from the information about business preferences of the lead source, a set of one or more potential lead destinations for the lead, the selection system further configured to filter the set of one or more potential lead destinations for the lead, based at least in part on the information about the business preferences of the lead source stored by the registration system; and

a lead fulfillment system configured to offer the lead for sale to the lead destinations in the filtered set.

5. The multiple lead distribution system of claim 4, wherein the computer-readable storage medium is configured to store, for at least one lead destination, information about:

an agreed upon number of leads to offer to the lead destination, an agreed upon quality level for leads to distribute to the lead portal, a set of lead end users to whom the lead destination distributes leads, and an agreed upon payment that the lead destination will make in exchange for leads.

6. The multiple lead distribution system of claim 5, wherein the selection system is further configured to identify the set of one or more potential lead destinations for the lead based, at least in part, on the information stored for the at least one lead destination in the computer-readable storage medium.

7. The multiple lead distribution system of claim 4, wherein the selection system is further configured to populate a table with at least five different types of data for each potential lead destination for the lead and to determine a subset of the potential lead destination s that remain eligible for receiving the lead by applying a set of logic rules to the data in the table.

8. A method of distributing a business lead about a potential automobile sale, wherein the business lead is received from a lead source and is distributed to a set of one or more destinations, the method comprising:

receiving an offer of a business lead from a lead source, wherein the offer includes an indication of an automobile make and model of interest to a consumer and an indication of the consumer'"'"'s geographical location;

identifying a set of candidate destinations that accept leads relating to the automobile make and model of interest;

selecting a first destination from the set of candidate destinations to receive the business lead by;

(a) gathering data for each of the set of candidate destinations, wherein the data for each of the set of candidate destinations pertains to a first distribution of the lead and comprises;

a margin score indicative of a monetary profit or other benefit to be gained from distributing the lead to the destination, information indicative of a geographical distance from the consumer'"'"'s geographical location, and a set of exclusion factors for a first distribution of the lead, wherein the exclusion factors are based on business preferences of at least one of;

the lead source, the candidate destination, and a system carrying out the method;

(b) determining a subset of the candidate destinations that remain eligible for receiving the lead after application of the exclusion factors;

(c) determining which one or more of the subset of candidate destinations is associated with the largest margin score; and

(d) selecting one destination associated with the largest margin score to receive the business lead;

determining if the lead source allows the lead to be distributed additional times, and, if the lead source allows the lead to be distributed one or more additional times, identifying one or more additional destinations for receiving the lead by;

(e) revising the original candidate set to remove any destinations that has already been selected to receive the business lead;

(f) updating the gathered data for each of the revised set of candidate destinations, if necessary, such that the data for each of the set of candidate destinations is applicable for a subsequent distribution of the lead and comprises;

a subsequent margin score indicative of a monetary profit or other benefit to be gained from a subsequent distribution of the lead to the destination, information indicative of the geographical distance from the consumer'"'"'s geographical location, and a subsequent set of blocking factors that are based on business preferences of at least one of;

the lead source, the candidate destination, and a system carrying out the method for the subsequent distribution of the lead;

(g) carrying out (b)-(d) to select a subsequent destination for the business lead; and

(h) repeating (e)-(g) to select as many destinations as are allowed by the business preferences of the lead source and the business preferences of the system carrying out the method.

9. The method of claim 8, wherein (d) further comprises:

if only one destination is associated with the largest margin score, selecting the one destination to receive the lead, and, if more than one destination is associated with the largest margin score, selecting a destination that is geographically closest to the consumer location to receive the lead.

10. The method of claim 8, wherein a destination comprises an automobile lead broker or a pairing of an automobile lead broker and an automobile dealer.

11. The method of claim 10, wherein (e) further comprises revising the original candidate set to remove any destinations that comprise a dealer that has already been selected to receive the lead.

12. The method of claim 11, wherein (e) further comprises revising the original candidate set to remove any destinations that comprise a dealer within a given geographical proximity of any dealer that has already been selected to receive the lead.

13. A method of identifying destinations for a lead associated with a lead source, the method comprising:

identifying a candidate set of lead destinations for the lead;

maintaining an internal set of exclusion rules that, when applied to the candidate set of lead destinations, may eliminate some or all of the lead destinations from the candidate set;

maintaining an imported set of exclusion rules received from the lead source and/or from at least one lead destination from the candidate set, wherein the imported set of exclusion rules, when applied to a candidate set of lead destinations, may eliminate some or all of the lead destinations from the candidate set; and

filtering the candidate set of lead destinations for the lead according to a combined set of exclusion rules based on the internal set of exclusion rules and on the imported set of exclusion rules, wherein the imported set of exclusion rules may override a portion of the internal set of exclusion rules.

14. The method of claim 13, wherein maintaining the imported set of exclusion rules comprises maintaining exclusion rules imported from at least one lead destination.

15. The method of claim 14, wherein the exclusion rules imported from the at least one lead destination comprise at least one of the set consisting of:

an exclusion rule based on a quality assessment of the lead source with which the lead is associated, an exclusion rule based on an upper limit on a number of leads that the lead destination is willing to receive per given time period, and an exclusion rule that blocks leads from an identified set of one or more lead sources from being distributed to the lead destination.

16. The method of claim 13, wherein maintaining the imported set of exclusion rules comprises maintaining exclusion rules imported from at least one lead source.

17. The method of claim 16, wherein maintaining the imported set of exclusion rules comprises maintaining exclusion rules imported from a first lead source, including an exclusion rule that identifies an upper limit on the number of times that a lead from the first lead source may be distributed.

18. The method of claim 17, wherein maintaining the internal set of exclusion rules further comprises maintaining a set of internal exclusion rules for the first lead source, wherein different internal exclusion rules may apply for each of the times that the lead from the first lead source is distributed.

19. The method of claim 18, further comprising updating the combined set of exclusion rules for each of the times the lead may be distributed.

20. The method of claim 13 further comprising, distributing the lead to the filtered candidate set of lead destinations.

21. A multiple lead distribution system, comprising:

a lead source interface module configured to receive an offer of a lead from a first lead source for distribution to one or more destinations;

a selection system configured to filter a set of candidate destinations for the lead and to select a subset of the candidate destinations to which to distribute the lead;

a first set of computer-readable storage configured to store a set of internal exclusion rules for use by the selection system in filtering sets of candidate destinations for the lead in accordance with business preferences of the multiple lead distribution system;

a second set of computer-readable storage configured to store a set of imported exclusion rules, including a set of one or more imported exclusion rules received from the first lead source, wherein the selection system is further configured to use the imported exclusion rules from the first lead source to filter candidate destinations for leads received from the first lead source;

a third set of computer-readable storage comprising imported exclusion rules received from destinations, including a set of one or more imported exclusion rules received from a first destination, wherein the selection system is further configured to use the imported exclusion rules from the first destination when the first destination is a member of the set of candidate destinations; and

a lead fulfillment module for distributing the lead to the subset of destinations selected by the selection system in accordance with exclusion rules from the first repository, the second repository, and the third repository.

22. The multiple lead distribution system of claim 21, wherein:

the second set of computer-readable storage further comprises a set of one or more imported exclusion rules received from a second lead source;

the lead source interface module is further configured to instruct the selection system whether a new offer of a lead is from the first lead source or the second lead source; and

the selection system is further configured to use the imported exclusion rules from the second lead source to filter candidate destinations for leads received from the second lead source.

23. The multiple lead distribution system of claim 21, wherein the multiple lead distribution system is configured to distribute leads regarding consumers who are potentially interested in making an automobile purchase, and wherein:

the lead source interface module is further configured to receive an offer of a lead that includes information about a vehicle of interest to a consumer; and

the third set of computer-readable storage comprises an exclusion rule for the first lead destination that identifies a set of one or more high demand vehicles, the exclusion rule further blocking the selection system from selecting the first destination to be in the subset of candidate destinations when the vehicle of interest to the consumer is in the identified set of one or more high demand vehicles.

24. The multiple lead distribution system of claim 21, wherein the first set of computer-readable storage comprises an exclusion rule that sets an upper limit on a number of leads to be distributed to a given destination within a given time period, the exclusion rule further blocking the selection system from selecting the given destination to be in the subset of candidate destinations when the given destination has already been distributed a number of leads equal to the upper limit.

25. The multiple lead distribution system of claim 21, wherein:

the second set of computer-readable storage is further configured to store a rule that sets an upper limit on the number of times a lead received from the first lead source may be distributed; and

the first set of computer-readable storage is further configured to store a rule that instructs the selection system to select destinations with different zip codes for each time the lead is distributed.

26. The multiple lead distribution system of claim 21, wherein at least two of:

the first set of computer-readable storage, the second set of computer-readable storage, and the third set of computer-readable storage are the same computer-readable storage

27. A lead distribution system that distributes leads received from a plurality of lead sources to a plurality of lead destinations, comprising:

a first data repository that stores, among other types of data, data indicative of business rules of the lead distribution system pertaining to individual lead destinations, including a first lead destination;

a second data repository that stores, among other types of data, data indicative of business rules of a lead source from which the lead distribution system receives leads, at least a portion of the business rules of the lead source pertaining to individual lead destinations, wherein the business rules of the lead source pertaining to a first lead destination and the business rules of the lead distribution system pertaining to the first lead destination may be different from one another;

an interface system configured to receive a notification of a lead offered by a lead source for distribution by the lead distribution system; and

a selection system that identifies a preferred set of lead destinations to which to distribute the lead, based at least in part on the data in the second repository pertaining to the first lead destination, in addition to or as an alternative to the data in the first repository pertaining to the first lead destination.

28. The lead distribution system of claim 27, wherein the second data repository further stores data indicative of lead destinations to which leads from the lead source may be distributed and lead destinations to which leads from the lead source may not be distributed.

29. The lead distribution system of claim 27, wherein the second data repository further stores data indicative of business rules of the lead distribution system that pertain to the lead source.

30. The lead distribution system of claim 29, wherein the business rules of the lead distribution system stored in the second repository are configured to access an assessment of the overall quality of leads received from the lead source.

31. The lead distribution system of claim 30, further comprising a historical log of leads, wherein the selection system identifies the preferred set of lead destinations to which to distribute the lead based in part on historical information from the log about an overall quality level of leads previously distributed to the lead destinations and based in part on the quality assessment of the lead source, such that the selection system maintains a desired quality level of leads for the lead destinations.

32. The lead distribution system of claim 29, wherein the business rules of the lead distribution system stored in the second repository are configured to access an assessment a perceived business cost and business revenue.

33. A computer-implemented lead distribution system that accepts business leads from lead sources for sale to lead destinations, the computer-implemented lead distribution system comprising:

a lead distribution rule set that governs selection of a set of lead destinations to which to sell business leads;

a lead source override rule set for at least one lead source that implements destination selection preferences of the lead source and that overrides some or all of the lead distribution rule set; and

a destination selection module that selects, in accordance with the lead distribution rule set and the lead source override rule set, a set of lead destinations to which to sell a business lead accepted from the lead source, such that destination selection preferences of the lead source are implemented and such that additional sales options that are consistent with the lead source override rule set are also implemented.

34. The computer-implemented lead distribution system of claim 33, wherein the lead source override rule set further comprises additional destination selection preferences for the at least one lead source.

35. A lead distribution system, comprising:

a first lead distribution module which implements the lead distribution rules of a first lead distributor such that leads which are designated as being associated with the first lead distributor are distributed according to lead distribution rules of the first lead distributor; and

a complementary lead distribution module that monitors the first lead distribution module to identify further distribution options for leads which are designated as being associated with the first lead distributor, wherein the further distribution options are not inconsistent with the lead distribution rules of the first lead distributor.

36. A set of instructions stored on a computer readable medium for use by a general purpose computer, wherein the instructions direct the general purpose computer to:

store a set of internal blocking rules;

store a set of imported blocking rules for filtering a set of candidate lead brokers and/or lead users for leads from a lead source; and

filter a set of candidate lead brokers and/or lead users for a lead from the lead source based on the internal blocking rules and the imported blocking rules, wherein the imported blocking rules may override a portion of the internal blocking rules.

37. The set of instructions stored on the computer readable medium of claim 36, wherein the instructions further direct the general purpose computer to store additional blocking rules pertaining to the lead source with the imported blocking rules.

38. A system for identifying destinations for a lead associated with a lead source, the system comprising:

means for maintaining a first set of blocking rules that, when applied to a candidate set of lead destinations, may eliminate some or all of the lead destinations from the candidate set;

means for maintaining a second set of blocking rules for use in identifying destinations for leads associated with the lead source;

means for identifying a candidate set of lead destinations for the lead associated with the lead source; and

means for filtering the candidate set of lead destinations for the lead according to a combined set of blocking rules based on the first set of blocking rules and on the second set of blocking rules, wherein the second set of blocking rules may override a portion of the first set of blocking rules.