Method and apparatus for storing and selectively retrieving product data by correlating customer selection criteria with optimum product designs based on embedded expert judgments

• US 5,550,746 A
• Filed: 12/05/1994
• Issued: 08/27/1996
• Est. Priority Date: 12/05/1994
• Status: Expired due to Term

• Current Assignee: American Greetings Corporation
• Original Assignee: American Greetings Corporation
• Inventors: Jacobs, Herbert H.
• Primary Examiner(s): RUGGIERO, JOSEPH F
• Application Number:
  US08/349,390
• Time in Patent Office: 631 Days
• Field of Search: 364/468, 364/478, 364/479, 364/401-403, 364/188, 364/189, 395/155-161, 395/600, 395/925, 395/934, 395/54
• US Class Current: 700/231
• CPC Class Codes: G07F 17/26 for printing, stamping, franking, typing or teleprinting apparatus ticket printing or the like apparatus G07F17/42
• CPC Class Codes: G07F 17/42 for ticket printing or like apparatus , e.g. apparatus for dispensing of printed paper tickets or payment cards

Abstract

A machine and method are provided for selecting product or service design, such as a social expression product. The machine and method each (i) stores a plurality of product or service designs and a plurality of descriptors for each of the plurality of product or service designs, each of the descriptors representing an application scale; (ii) stores an expert-predetermined optimum applicability value for each combination of the application scales and the product or service designs; (iii) presents, to a customer, selection criteria options for one or more application scales; (iv) stores customer preference values for one or more application scales used for describing the product/service design, the customer preference values to be predetermined by expert judgment and assigned to application scales where such values correspond to the selection criteria options chosen by the customer; (v) quantitatively correlates, by means of a correlation algorithm, each of the customer preference values with corresponding expert-predetermined optimum applicability values to calculate an average suitability rating for each of the product or service designs based on the customer-chosen selection criteria options; and (vi) displays for the customer a group of identified product or service designs based on the average suitability ratings for those identified product or service designs. In the case of a product, the apparatus and method solicit the customer to select one of the identified product designs, verify the selection and possibly modify the selected product design. The selected or modified product design may then be dispensed to the customer.

Claims

1. A method for storing and selectively retrieving product/seryice data, comprising the steps of:

storing in a design data file a plurality of product/service designs;

storing in a selection criteria data file a plurality of descriptors, each of said descriptors representing an application scale associated with each of said plurality of product/service designs;

storing in a design applicability data file an expert-predetermined optimum applicability value for each combination of said application scales and said product/service designs;

presenting, to a customer, selection criteria options for one or more application scales;

storing in said selection criteria data file customer preference values for one or more application scales used for describing the product/service designs, said customer preference values to be predetermined by expert judgment and assigned to application scales where such values correspond to said selection criteria options chosen by the customer;

quantitatively correlating, by means of a correlation algorithm, each of said customer preference values with corresponding expert-predetermined optimum applicability values to calculate an average suitability rating for each of said product/service designs based on said customer-chosen selection criteria options; and

displaying for the customer a group of identified product/service designs based on said average suitability ratings for those identified product/service designs.

2. The method of claim 1, further comprising the steps of (i) requesting the customer to select one of said identified product/service designs and to verify the selection and (ii) displaying said selected product/service design.

3. The method of claim 2, further comprising the step of storing said selected product/service design on a suitable storage medium.

4. The method of claim 2, further comprising the step of printing said selected product/service design and dispensing said printed selected product/service design to the customer.

5. The method of claim 2, further comprising the steps of requesting the customer to modify said selected product/service design and receiving modification instructions from the customer after said selected product/service design is displayed.

6. The method of claim 2, wherein said step of storing customer preference values in said selection criteria data file comprises the steps of translating said selection criteria options chosen by the customer into a plurality of associated application scales and preference values.

7. The method of claim 2, wherein said step of quantitatively correlating said customer preference values with said corresponding expert-predetermined optimum applicability values to calculate an average suitability rating for each of said product/service designs includes the steps of (i) calculating the differences between each pair of said customer preference values and said corresponding expert-predetermined optimum applicability values for each of said application scales in which one or more corresponding pairs exist;

(ii) squaring each of the calculated differences;

(iii) summing the squared differences;

(iv) determining the square root of the summed squared differences to obtain a gross suitability rating, and (v) averaging the gross suitability rating by the number of calculated differences to obtain the average suitability rating.

8. The method of claim 7, wherein said step of quantitatively correlating each of said customer preference values with corresponding expert-predetermined optimum applicability values involves constructing a matrix of corresponding customer preference values and said expert-predetermined optimum applicability values in a correlation data file.

9. The method of claim 7, wherein said customer preference values and said corresponding expert-predetermined optimum applicability values may be assigned either positive or negative values.

10. The method of claim 7, wherein said step of quantitatively correlating said customer preference values with said corresponding expert-predetermined optimum applicability values to calculate an average suitability rating for each of said product/service designs further includes the step of multiplying each of the calculated differences by a scaling factor prior to squaring the calculated differences.

11. The method of claim 7, wherein said step of quantitatively correlating said customer preference values with said corresponding expert-predetermined optimum applicability values on said application scales to calculate an average suitability rating for each of said product/service designs further includes the step of multiplying each of the squared differences by a weighting factor prior to summing the squared differences.

12. The method of claim 7, wherein the differences between each pair of said customer preference values and said corresponding expert-predetermined optimum applicability values are calculated for all but a select group of application scales in which one or more corresponding pairs exist, if said average suitability rating does not meet a predetermined minimum threshold value, and wherein the applicability values of substitute components are retrieved directly from an auxiliary file and employed in subsequent correlation calculations.

13. The method of claim 7, wherein said selection criteria options chosen by the customer do not correspond identically to said application scales.

14. The method of claim 4, further comprising the steps of requesting and verifying payment from the customer prior to printing said selected product/service design and dispensing said printed selected product/service design to the customer.

15. The method of claim 7, wherein said descriptors representing application scales relate to (i) occasion for sending the product/service, (ii) sender-receiver relationship, (iii) sender-receiver traits, and (iv) product/service design themes and styles.

16. The method of claim 7, wherein said step of storing in a design data file a plurality of product/service designs involves the further step of storing in a component design data file a plurality of product/service design components.

17. The method of claim 7, wherein said product/service design is a travel service design.

18. The method of claim 7, wherein said product/service design is a social expression product design.

19. A method for storing and selectively retrieving a social expression product design, comprising the steps of:

storing in a design data file a plurality of social expression product designs;

storing in a selection criteria data file a plurality of descriptors, each of said descriptors representing an application scale associated with each of said plurality of social expression product designs;

storing in a design applicability data file an expert-predetermined optimum applicability value for each combination of said application scales and said social expression product designs;

presenting, to a customer, selection criteria options for one or more application scales;

storing in said selection criteria data file customer preference values for one or more application scales used for describing the social expression product designs, said customer preference values to be predetermined by expert judgment and assigned to application scales where such values correspond to said selection criteria options chosen by the customer;

quantitatively correlating, by means of a correlation algorithm, each of said customer preference values with corresponding expert-predetermined optimum applicability values to calculate an average suitability rating for each of said social expression product designs based on said customer-chosen selection criteria options; and

displaying for the customer a group of identified social expression product designs based on said average suitability ratings for those identified social expression product designs.

20. The method of claim 19, further comprising the steps of (i) requesting the customer to select one of said identified social expression product designs and to verify the selection and (ii) displaying said selected social expression product design.

21. The method of claim 20, further comprising the step of storing said selected social expression product design on a suitable storage medium.

22. The method of claim 20, further comprising the step of printing said selected social expression product design and dispensing said printed selected social expression product design to the customer.

23. The method of claim 20, further comprising the steps of requesting the customer to modify said selected social expression product design and receiving modification instructions from the customer after said selected social expression product design is displayed.

24. The method of claim 20, wherein said step of storing customer preference values in said selection criteria data file comprises the steps of translating said selection criteria options chosen by the customer into a plurality of associated application scales and preference values.

25. The method of claim 20, wherein said step of quantitatively correlating said customer preference values with said corresponding expert-predetermined optimum applicability values to calculate an average suitability rating for each of said social expression product designs includes the steps of (i) calculating the differences between each pair of said customer preference values and said corresponding expert-predetermined optimum applicability values for each of said application scales in which one or more corresponding pairs exist;

(ii) squaring each of the calculated differences;

(iii) summing the squared differences;

(iv) determining the square root of the summed squared differences to obtain a gross suitability rating, and (v) averaging the gross suitability rating by the number of calculated differences to obtain the average suitability rating.

26. The method of claim 25, wherein said step of storing in a design data file a plurality of social expression product designs involves the further step of storing in a component design data file a plurality of social expression product design components.

27. The method of claim 25, wherein said customer preference values and said corresponding expert-predetermined optimum applicability values may be assigned either positive or negative values.

28. The method of claim 25, wherein said step of quantitatively correlating said customer preference values with said corresponding expert-predetermined optimum applicability values to calculate an average suitability rating for each of said social expression product designs further includes the step of multiplying each of the calculated differences by a scaling factor prior to squaring the calculated differences.

29. The method of claim 25, wherein said step of quantitatively correlating said customer preference values with said corresponding expert-predetermined optimum applicability values on said application scales to calculate an average suitability rating for each of said social expression product designs further includes the step of multiplying each of the squared differences by a weighting factor prior to summing the squared differences.

30. The method of claim 25, wherein the differences between each pair of said customer preference values and said corresponding expert-predetermined optimum applicability values are calculated for all but a select group of application scales in which one or more corresponding pairs exist, if said average suitability rating does not meet a predetermined minimum threshold value, and wherein the applicability values of substitute components are retrieved directly from an auxiliary file and employed in subsequent correlation calculations.

31. The method of claim 30, wherein said select group of application scales includes a scale representing sending occasion.

32. The method of claim 23, wherein said selection criteria options chosen by the customer do not correspond identically to said application scales.

33. The method of claim 22, further comprising the steps of requesting and verifying payment from the customer prior to printing said selected social expression product design and dispensing said printed selected social expression product design to the customer.

34. The method of claim 23, wherein said descriptors representing application scales relate to (i) occasion for sending the social expression product, (ii) sender-receiver relationship, (iii) sender-receiver traits, and (iv) social expression product design themes and styles.

35. The method of claim 23, wherein said selected social expression product design is stored on a suitable storage medium at a first location and printed at a second remote location.

36. The method of claim 23, wherein said expert-predetermined optimum applicability values are adjusted by the time of day.

37. An apparatus for storing and selectively retrieving product/service data, comprising:

a design data file for storing a plurality of product/service designs;

a selection criteria data file for storing a plurality of descriptors, each of said descriptors representing an application scale associated with each of said plurality of product/service designs;

a design applicability data file for storing an expert-predetermined optimum applicability value for each combination of said application scales and said product/service designs;

a display for presenting, to a customer, selection criteria options for one or more application scales;

means to store in said selection criteria data file customer preference values for one or more application scales used for describing the product/service designs, said customer preference values to be predetermined by expert judgment and assigned to application scales where such values correspond to said selection criteria options chosen by the customer; and

a correlation algorithm for quantitatively correlating each of said customer preference values with corresponding expert-predetermined optimum applicability values to calculate an average suitability rating for each of said product/service designs based on said customer-chosen selection criteria options;

wherein

said display displays for the customer a group of identified product/service designs based on said average suitability ratings for those identified product/service designs.

38. The apparatus of claim 37, wherein said display (i) requests the customer to select one of said identified product/service designs and to verify the selection and (ii) displays said selected product/service design.

39. The apparatus of claim 38, further comprising a suitable storage medium on which said selected product/service design may be stored.

40. The apparatus of claim 38, further comprising a printer for printing said selected product/service design and a dispenser for dispensing said printed selected product/service design to the customer.

41. The apparatus of claim 38, further comprising means for requesting the customer to modify said selected product/service design and means for receiving modification instructions from the customer after said selected product/service design is displayed.

42. The apparatus of claim 38, further comprising means for translating said selection criteria options chosen by the customer into a plurality of associated application scales and preference values.

43. The apparatus of claim 38, wherein said correlation algorithm (i) calculates the differences between each pair of said customer preference values and said corresponding expert-predetermined optimum applicability values for each of said application scales in which one or more corresponding pairs exist;

(ii) squares each of the calculated differences;

(iii) sums the squared differences;

(iv) determines the square root of the summed squared differences to obtain a gross suitability rating, and (v) averages the gross suitability rating by the number of calculated differences to obtain the average suitability rating.

44. The apparatus of claim 43, further comprising means for constructing a matrix of corresponding customer preference values and said expert-predetermined optimum applicability values in a correlation data file.

45. The apparatus of claim 43, wherein said customer preference values and said corresponding expert-predetermined optimum applicability values may be assigned either positive or negative values.

46. The apparatus of claim 43, wherein said correlation algorithm additionally multiplies each of the calculated differences by a scaling factor prior to squaring the calculated differences.

47. The apparatus of claim 43, wherein said correlation algorithm additionally multiplies each of the squared differences by a weighting factor prior to summing the squared differences.

48. The apparatus of claim 40, wherein the differences between each pair of said customer preference values and said corresponding expert-predetermined optimum applicability values are calculated for all but a select group of application scales in which one or more corresponding pairs exist, if said average suitability rating does not meet a predetermined minimum threshold value, and wherein the applicability values of substitute components are retrieved directly from an auxiliary file and employed in subsequent correlation calculations.

49. The apparatus of claim 41, wherein said selection criteria options chosen by the customer do not correspond identically to said application scales.

50. The apparatus of claim 40, further comprising a payment mechanism for requesting and verifying payment from the customer prior to printing said selected product/service design and dispensing said printed selected product/service design to the customer.

51. The apparatus of claim 41, wherein said descriptors representing application scales relate to (i) occasion for sending the product/service, (ii) sender-receiver relationship, (iii) sender-receiver traits, and (iv) product/service design themes and styles.

52. The apparatus of claim 41, further comprising a component design data file in which is stored a plurality of product/service design components.

53. The apparatus of claim 41, wherein said product/service design is a travel service design.

54. The apparatus of claim 41, wherein said product/service design is a social expression product design.

55. An apparatus for storing and selectively retrieving a social expression product design, comprising:

a design data file for storing a plurality of social expression product designs;

a selection criteria data file for storing a plurality of descriptors, each of said descriptors representing an application scale associated with each of said plurality of social expression product designs;

a design applicability data file for storing an expert-predetermined optimum applicability value for each combination of said application scales and said social expression product designs;

a display for presenting, to a customer, selection criteria options for one or more application scales;

means to store in said selection criteria data file customer preference values for one or more application scales used for describing the social expression product designs, said customer preference values predetermined by expert judgment and assigned to application scales where such values correspond to said selection criteria options chosen by the customer;

a correlation algorithm for quantitatively correlating each of said customer preference values with corresponding expert-predetermined optimum applicability values to calculate an average suitability rating for each of said social expression product designs based on said customer-chosen selection criteria options;

wherein

said display displays for the customer a group of identified social expression product designs based on said average suitability ratings for those identified social expression product designs.

56. The apparatus of claim 55, wherein said display (i) requests the customer to select one of said identified social expression product designs and to verify the selection and (ii) displays said selected social expression product design.

57. The apparatus of claim 56, further comprising a suitable storage medium for storing said selected social expression product design.

58. The apparatus of claim 56, further comprising a printer for printing said selected social expression product design and a dispenser for dispensing said printed selected social expression product design to the customer.

59. The apparatus of claim 56, further comprising means for requesting the customer to modify said selected social expression product design and means for receiving modification instructions from the customer after said selected social expression product design is displayed.

60. The apparatus of claim 56, further comprising means for translating said selection criteria options chosen by the customer into a plurality of associated application scales and preference values.

61. The apparatus of claim 56, wherein said correlation algorithm (i) calculates the differences between each pair of said customer preference values and said corresponding expert-predetermined optimum applicability values for each of said application scales in which one or more corresponding pairs exist;

(ii) squares each of the calculated differences;

(iii) sums the squared differences;

(iv) determines the square root of the summed squared differences to obtain a gross suitability rating, and (v) averages the gross suitability rating by the number of calculated differences to obtain the average suitability rating.

62. The apparatus of claim 61, further comprising a component design data file in which is stored a plurality of social expression product design components.

63. The apparatus of claim 61, wherein said customer preference values and said corresponding expert-predetermined optimum applicability values may be assigned either positive or negative values.

64. The apparatus of claim 61, wherein said correlation algorithm additionally multiplies each of the calculated differences by a scaling factor prior to squaring the calculated differences.

65. The apparatus of claim 61, wherein said correlation algorithm additionally multiplies each of the squared differences by a weighting factor prior to summing the squared differences.

66. The apparatus of claim 61, wherein the differences between each pair of said customer preference values and said corresponding expert-predetermined optimum applicability values are calculated for all but a select group of application scales in which one or more corresponding pairs exist, if said average suitability rating does not meet a predetermined minimum threshold value, and wherein the applicability values of substitute components are retrieved directly from an auxiliary file and employed in subsequent correlation calculations.

67. The apparatus of claim 66, wherein said select group of application scales includes a scale representing sending occasion.

68. The apparatus of claim 67, wherein said selection criteria options chosen by the customer do not correspond identically to said application scales.

69. The apparatus of claim 58, further comprising a payment mechanism for requesting and verifying payment from the customer prior to printing said selected social expression product design and dispensing said printed selected social expression product design to the customer.

70. The apparatus of claim 59, wherein said descriptors representing application scales relate to (i) occasion for sending the social expression product, (ii) sender-receiver relationship, (iii) sender-receiver traits, and (iv) social expression product design themes and styles.

71. The apparatus of claim 59, wherein said selected social expression product design is stored on a suitable storage medium at a first location and printed at a second remote location.

72. The apparatus of claim 59, wherein said expert-predetermined optimum applicability values are adjusted by the time of day.