SYSTEMS AND METHODS FOR GENERATING CUSTOMIZED, INDIVIDUALIZED COMMUNICATIONS

• US 20140278787A1
• Filed: 03/12/2014
• Published: 09/18/2014
• Est. Priority Date: 03/15/2013
• Status: Abandoned Application

• Current Assignee: Maritz Holdings Inc. (InMoment, Inc.)
• Original Assignee: Maritz Holdings Inc. (InMoment, Inc.)
• Inventors: Introna, Lorenzo, Stolz, Christoph, Ewen, Thomas, Pfaff, Christian
• Application Number:
  US14/205,804
• Publication Number:
  US 20140278787A1
• Time in Patent Office: Days
• US Class Current: 705/7.32
• CPC Class Codes: G06Q 30/0203 Market surveys; Market polls

Abstract

Customized, individualized communications to persons are generated based on a person'"'"'s data available to a client instituting the systems and methods, based on previous data provided by the person in response to other contacts, based on product/services data of products/services purchased or used by the person, and based on personal data from transactions. The communications are based on such data within the context of marketing intervention parameters suggested by such data.

Claims

1. A system for use by a client to obtain information from persons of interest, the system comprising:

A processor;

A person of interest (POI) database of facts relating to each POI of the client;

A lifecycle database of various lifecycles of a plurality of POIs, a plurality of products and a plurality of services wherein each lifecycle is defined by and includes one or more facts;

A intervention fragments database of fragments of communication content elements;

An intervention engine including computer executable instructions stored on a tangible, non-transitory memory device and executed by the processor, wherein the instructions evaluate the facts in the POI database and the lifecycles in the lifecycle database to identify fragments in the intervention fragments database to form a customized, individualized communication to be provided to a specific POI, which customized, individualized communication is related to the facts of the POI and the lifecycle(s) which relate to the POI; and

A schedule engine to selectively initiate a point in time to provide the customized individualized communication to the specific POI based on the evaluation by the intervention engine.

2. The system of claim 1 wherein the POI database includes:

facts based on POI data available to the client;

facts based on POI data provided by the POI in response to previous contacts;

facts based on product/services data of products/services purchased or used by the POI; and

facts based on POI data from transactions relating to the POI and/or products or services connected to the POI.

3. The system of claim 1 wherein the processor continuously monitors and evaluates the facts and lifecycles of each POI and updates changes in the facts and lifecycles and wherein the updated facts and lifecycles are evaluated by the intervention engine and the schedule engine.

4. The system of claim 1 further comprising a lifecycle rules engine including computer executable instructions stored on a tangible, non-transitory memory device and executed by the processor, wherein the lifecycle rules instructions evaluate initiating fact which signal the beginning of a lifecycle, wherein the lifecycle rules instructions evaluate facts which modify or enrich a lifecycle, and wherein the lifecycle rules instructions evaluate facts indicate a termination of the lifecycle.

5. The system of claim 1 wherein the intervention engine comprises:

A trigger rules engine including computer executable instructions stored on a tangible, non-transitory memory device and executed by the processor, wherein each fact of each lifecycle of a POI is related to an intervention fragment, and wherein the trigger rules engine instructions determine lifecycle assignments of each POI and determine facts about each POI to be combined to define intervention fragments to be contained in future interventions with each POI; and

An assembler rules engine including computer executable instructions stored on a tangible, non-transitory memory device and executed by the processor, wherein the assembler rules engine instructions assemble interventions comprising one or more intervention fragments.

6. The system of claim 3 wherein the customized, individualized communication is based on facts and lifecycles of each POI within the context of marketing intervention parameters suggested by the facts and the lifecycles of each POI.

7. The system of claim 1 wherein the schedule engine comprises rules for implementing communications at predefined times based on rules and based on one or more of:

facts, lifecycles, and intervention fragments of the POI.

8. The system of claim 1 further comprising a watchdog rules engine including computer executable instructions stored on a tangible, non-transitory memory device and executed by the processor, wherein the watchdog rules engine instructions for evaluating and finalizing communications content based on pre-set limitations specified by a plurality of watchdog business rules.

9. The system of claim 8 wherein the watchdog engine eliminates intervention fragments to conform to the watchdog business rules.

10. The system of claim 1 wherein the processor runs autonomously without input from external sources based on:

feedback provided by POI used to generate future interventions; and

reviewing all known data about a POI, matching the POI data to the lifecycle facts and then matching the lifecycle facts to the intervention fragments wherein the intervention fragments are then evaluated against configured business rules, selected for inclusion and ordered into an individualized communication for each person of interest.

11. The system of claim 10 wherein the processor continues to run until the POI data no longer meets guidelines for any of the lifecycles and intervention fragments.

12. A computer executable method executable by a processor for use by a client to obtain information from persons of interest, the method for use with:

A person of interest (POI) database of facts relating to each POI of the client;

A lifecycle database of various lifecycles of a plurality of POIs, a plurality of products and a plurality of services wherein each lifecycle is defined by and includes one or more facts; and

A intervention fragments database of fragments of communication content elements;

the method comprising;

intervention engine computer executable instructions stored on a tangible, non-transitory memory device and executed by the processor, wherein the instructions evaluate the facts in the POI database and the lifecycles in the lifecycle database to identify fragments in the intervention fragments database to form a customized, individualized communication to be provided to a specific POI, which customized, individualized communication is related to the facts of the POI and the lifecycle(s) which relate to the POI; and

schedule engine computer executable instructions stored on a tangible, non-transitory memory device and executed by the processor, wherein the instructions selectively initiate a point in time to provide the customized, individualized communication to the specific POI based on the evaluation by the intervention engine.

13. The method of claim 12 wherein the POI database includes:

facts based on POI data available to the client;

facts based on POI data provided by the POI in response to previous contacts;

facts based on product/services data of products/services purchased or used by the POI; and

facts based on POI data from transactions relating to the POI and/or products or services connected to the POI.

And wherein the processor continuously monitors and evaluates the facts and lifecycles of each POI and updates changes in the facts and lifecycles and wherein the intervention engine and the schedule engine evaluate the updated facts and lifecycles.

14. The method of claim 12 further comprising a lifecycle rules engine including computer executable instructions stored on a tangible, non-transitory memory device and executed by the processor, wherein the lifecycle rules instructions evaluate initiating fact which signal the beginning of a lifecycle, wherein the lifecycle rules instructions evaluate facts which modify or enrich a lifecycle, and wherein the lifecycle rules instructions evaluate facts indicate a termination of the lifecycle.

15. The method of claim 12 wherein the intervention engine instructions comprises:

trigger rules engine computer executable instructions stored on a tangible, non-transitory memory device and executed by the processor, wherein each fact of each lifecycle of a POI is related to an intervention fragment, and wherein the trigger rules engine instructions determine lifecycle assignments of each POI and determine facts about each POI to be combined to define intervention fragments to be contained in future interventions with each POI; and

assembler rules engine computer executable instructions stored on a tangible, non-transitory memory device and executed by the processor, wherein the assembler rules engine instructions assemble interventions comprising one or more intervention fragments.

16. The method of claim 15 wherein the customized, individualized communication is based on facts and lifecycles of each POI within the context of marketing intervention parameters suggested by the facts and the lifecycles of each POI.

17. The method of claim 12 wherein the schedule engine instructions comprises rules instructions for implementing communications at predefined times based on rules and based on one or more of:

facts, lifecycles, and intervention fragments of the POI.

18. The method of claim 12 further comprising watchdog rules engine computer executable instructions stored on a tangible, non-transitory memory device and executed by the processor, wherein the watchdog rules engine instructions for evaluating and finalizing communications content based on pre-set limitations specified by a plurality of watchdog business rules.

19. The method of claim 18 wherein the watchdog engine instructions eliminates intervention fragments to conform to the watchdog business rules.

20. The method of claim 12 wherein the processor runs autonomously without input from external sources based on:

Feedback provided by POI used to generate future interventions; and

reviewing all known data about a POI, matching the POI data to the lifecycle facts and then matching the lifecycle facts to the intervention fragments wherein the intervention fragments are then evaluated against configured business rules, selected for inclusion and ordered into an individualized communication for each person of interest.

21. The method of claim 20 wherein the processor continues to run until the POI data no longer meets guidelines for any of the lifecycles and intervention fragments.