Computer system for generation, storage, and analysis of connection data and utilization of connection data in scoring and distribution systems

• US 9,904,725 B1
• Filed: 08/11/2015
• Issued: 02/27/2018
• Est. Priority Date: 12/29/2014
• Status: Active Grant

• Current Assignee: ICE Mortgage Technology, Inc. (Intercontinental Exchange, Inc.)
• Original Assignee: Velocify, Inc. (Intercontinental Exchange, Inc.)
• Inventors: Hedges, Nicholas, Moynan, David
• Primary Examiner(s): Jacob, Ajith
• Application Number:
  US14/823,947
• Time in Patent Office: 931 Days
• CPC Class Codes: G06F 16/23 Updating
• CPC Class Codes: G06F 16/288 Entity relationship models
• CPC Class Codes: G06F 16/435 Filtering based on additional data, e.g. user or group profiles
• CPC Class Codes: G06F 16/955 using information identifiers, e.g. uniform resource locators [URL]
• CPC Class Codes: H04L 67/306 User profiles

Abstract

The present disclosure describes systems and methods for generating a set of connection data indicating the connections between entities received by a profile management system. Connections may be automatically generated to indicate duplicate, referral, or company connections between one or more entities. Furthermore, the connection data may be used to predict the likelihood of particular outcomes in response to contacting an entity associate with a particular profile, distribution of profiles to appropriate entities, and prioritization of profiles for an entity.

Claims

1. A profile management system comprising:

one or more hardware computer processors;

one or more storage devices configured to store software instructions configured for execution by the one or more hardware computer processor in order to cause the computer system to;

determine one or more attributes of a first profile;

generate a profile score for the first profile based at least in part on the one or more attributes of the first profile, wherein the profile score is generated based on a scoring model configured to correlate the attributes of a profile with a likelihood that contacting the profile will result in a positive outcome;

identify a connection between the first profile and a second profile based at least in part on the attributes of the first profile;

generate connection data indicating a relationship between the first profile and the second profile;

associate the connection data with the first profile and the second profile;

update the profile score for the first profile based on the connection data;

assign the first profile to an agent based on at least one of;

the one or more attributes of the first profile, the profile score for the first profile, and the connection data associated with the first profile;

distribute the first profile, the connection data associated with the first profile, and the second profile to the assigned agent; and

prioritize the first profile among a set of profiles assigned to the agent based on the connection data associated with the first profile.

2. The lead management system of claim 1, wherein the first profile is assigned to the agent based on a determination that the second profile is assigned to the agent.

3. The profile management system of claim 1, wherein the identified connection between the first profile and the second profile comprises an indication that the first profile and second profile are duplicates associated with a common entity.

4. The profile management system of claim 3, wherein the first profile is identified as a high value profile based on a determination that the common entity associated with the first profile and the second profile initiated contact attempts within a threshold period of time.

5. The profile management system of claim 4, wherein the first profile is prioritized ahead of other profiles in the set of profiles assigned to the agent based on a determination that the profile is a high value profile.

6. The profile management system of claim 3, wherein the first profile is identified as a multiple contact profile based on a determination that the first profile and the second profile are duplicates associated with the common entity and the first profile initiated a first contact attempt at least a threshold amount of time after the second profile initiated a second contact attempt.

7. The profile management system of claim 6, wherein the first profile is prioritized ahead of other profiles in the set of profiles assigned to the agent based on a determination that the profile is a multiple contact profile.

8. The profile management system of claim 1, wherein the identified connection comprises an indication that a first entity associated with the first profile was referred from a second entity associated with the second profile.

9. The profile management system of claim 1, wherein the profile score is increased based on the determination that the first profile is a referral from the second profile.

10. The profile management system of claim 1, wherein the identified connection between the first profile and the second profile comprises an indication that the first profile and second profile are associated with the same company.