Decision management system providing qualitative account/customer assessment via point in time simulation

• US 6,405,173 B1
• Filed: 02/26/1999
• Issued: 06/11/2002
• Est. Priority Date: 03/05/1998
• Status: Expired due to Term

• Current Assignee: CGI Technologies and Solutions Incorporated (CGI Group)
• Original Assignee: American Management Systems, Incorporated (CGI, Inc.)
• Inventors: Honarvar, Laurence, Burt, Len, Ho, Richard
• Primary Examiner(s): Choi, Kyle J.
• Assistant Examiner(s): NORMAN, MARC E
• Application Number:
  US09/258,348
• Time in Patent Office: 1,201 Days
• Field of Search: 705/1, 705/7, 705/8, 705/10, 703/6
• US Class Current: 705/7.36
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/0202 Market predictions or forecasting for commercial activities
• CPC Class Codes: G06Q 30/0204 Market segmentation
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

A computer-implemented decision management system which provides qualitative client assessment via point in time simulation. More specifically, the decision management system (a) simulates the effect of a strategy by applying the strategy to client data, and (b) tracks what type of client traveled through a respective decision point in the strategy during the simulation. Simulation parameters can be selected without technical intervention via, for example, a GUI and a relational data model. Such parameters can include which customers and which client data sample will be used for the simulation, and which inbound events will trigger the strategy. Moreover, detailed and aggregate results can be consolidated to determine expected results from the simulated strategies, and traditional and OLAP reporting facilities can be applied to analyze/view the consolidated results.

Claims

1. A process comprising:

providing a computer-implemented decision management system which applies strategies to determine actions to be taken with respect to clients of an organization, monitors results of the applied strategies, and modifies the applied strategies in accordance with the monitored results;

simulating the effect of a respective strategy by the decision management system before being applied in production by the decision management system by applying said respective strategy to client data, to thereby simulate client travel through said respective strategy, said respective strategy having decision points; and

tracking what type of client traveled through a respective decision point in said respective strategy during said simulating, wherein said respective strategy is triggered by inbound events, the process further comprising selecting, without technical intervention, which inbound events will trigger said respective strategy.

2. A process as in claim 1, wherein the client data is current client data.

3. A process as in claim 1, wherein the client data is historical client data.

4. A process as in claim 1, wherein the client data is selectable to be one of the group consisting of historical client data and current client data.

5. A process as in claim 4, further comprising:

editing the client data before said simulating applies said respective strategy to the client data.

6. A process as in claim 1, further comprising:

selecting, without technical intervention, clients, the client data being data for the selected clients.

7. A process as in claim 6, Wherein said selecting selects clients by selecting groups of clients.

8. A process as in claim 6, wherein said selecting selects clients by selecting individual clients.

9. A process as in claim 6, wherein said selecting selects clients by selecting a number of clients to be randomly selected from a group of clients.

10. A process as in claim 1, further comprising:

editing the client data before said simulating applies said respective strategy to the client data.

11. A process comprising:

providing a computer-implemented decision management system which applies strategies to determine actions to be taken with respect to clients of an organization, monitors results of the applied strategies, and modifies the applied strategies in accordance with the monitored results;

selecting, without technical intervention, clients from a group of clients;

selecting, without technical intervention, samples of client data corresponding to the selected clients;

selecting, without technical intervention, an inbound event which triggers a respective strategy; and

applying said respective strategy to the selected client data upon the occurrence of the selected inbound event before said respective strategy is applied in production by the decision management system, to thereby simulate client travel through said respective strategy before being applied in production.

12. A process as in claim 11, further comprising:

tracking what type of client traveled through a respective decision point in said respective strategy when said respective strategy was applied.

13. A process as in claim 11, further comprising:

editing the selected client data before said simulating applies said respective strategy to the client data.

14. A process as in claim 11, further comprising:

tracking what type of client, and the number of clients, that traveled through a respective decision point in said respective strategy when said respective strategy was applied.