Decision management system providing qualitative account/customer assessment via point in time simulation
First Claim
1. A method for applying strategy decisioning criteria to a client population of an organization, comprising:
- associating each client in the client population with a category, wherein each category is comprised of a grouping of clients based upon at least a value to the organization for the grouping of clients as compared to other groupings of clients, and wherein different rules are applied in executing decisions for at least some inbound events associated with clients depending upon the category in which the respective client is associated;
creating a plurality of test groups for a plurality of categories by randomly assigning clients to a test group in each client'"'"'s respective category, wherein different strategies are utilized for applying the different rules for executing decisions;
evaluating client performance in each category across different test groups;
refining the strategies; and
using the refined strategies for applying different rules to improve client performance according to results of the client performance evaluation.
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Accused Products
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.
196 Citations
16 Claims
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1. A method for applying strategy decisioning criteria to a client population of an organization, comprising:
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associating each client in the client population with a category, wherein each category is comprised of a grouping of clients based upon at least a value to the organization for the grouping of clients as compared to other groupings of clients, and wherein different rules are applied in executing decisions for at least some inbound events associated with clients depending upon the category in which the respective client is associated; creating a plurality of test groups for a plurality of categories by randomly assigning clients to a test group in each client'"'"'s respective category, wherein different strategies are utilized for applying the different rules for executing decisions; evaluating client performance in each category across different test groups; refining the strategies; and using the refined strategies for applying different rules to improve client performance according to results of the client performance evaluation. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
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9. A method for applying strategy decisioning criteria to a client population of an organization, comprising:
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associating each client in the client population with a category, wherein each category is comprised of a grouping of clients based upon at least a value to the organization for the grouping of clients as compared to other groupings of clients, and wherein different rules are applied in executing decisions for at least some inbound events associated with clients depending upon the category in which the respective client is associated; creating a plurality of test groups for a plurality of categories by randomly assigning clients to a test group in each client'"'"'s respective category, wherein different strategies are utilized for applying the different rules for executing decisions; and moving certain clients between categories when the outcome of an accumulation of particular decisions in different test groups associated with a respective client results in changing the value to the organization attributed to the client to one that is associated with a different category. - View Dependent Claims (10, 11, 12, 13, 14, 15, 16)
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Specification