Method and system for obtaining leads based on data derived from a variety of sources
First Claim
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1. A computer-implemented method comprising:
- receiving, by the computer, a request to identify a first set of leads and a selection from a user interface of a computer of a user, wherein the selection comprises a category of lead information corresponding to the first set of leads, a set of attributes of the category, and a desired threshold range of an attribute of the category;
querying, by the computer, an internal database to identify the first set of leads corresponding to the received category of lead information and the set of attributes that satisfy the desired threshold, wherein the internal database is configured to store lead profiles corresponding to the first set of leads and their attributes;
upon querying the internal database, receiving, by the computer, the first set of leads corresponding to the received category of lead information and the set of attributes that satisfy the desired threshold;
querying, by the computer, based on the category and the set of attributes received from the user, records of an external data source to obtain lead information, wherein the external data source comprises at least an external database;
compiling, by a computer, from the external data source, lead information related to a second set of leads, wherein the lead information is compiled by;
web-crawling one or more social networking web documents associated with the second set of leads within the external database,extracting the lead information comprising one or more characteristic values from the one or more social networking web documents, andtransmitting the one or more characteristic values to an inference engine, wherein the inference engine generates one or more inferences associated with the second set of leads,wherein the generated inferences comprise additional attributes inferred, by the inference engine applying the set of attributes received from the user and the one or more characteristic values extracted from the one or more social networking web documents to a computer-generated artificial intelligence model utilizing a neural network pattern matching algorithm and configured to derive inferences based on previously considered, collected, and analyzed lead data;
determining, by the computer, a subset of the lead information related to the second set of leads that satisfies the desired threshold range received from the user interface;
assigning, by the computer, a value associated with each attribute of the selected attributes and the inferred additional attributes, wherein each attribute is associated with a weight indicating an importance level of the attribute based on criteria and standards received from the user interface, and wherein the value is determined based on the weight;
determining, by the computer, a score based on averaging the values associated with each attribute;
upon the score satisfying a minimum threshold;
generating, by the computer, in the internal database, a profile for the lead having a score that satisfies the minimum threshold;
automatically storing, by the computer, in the internal database, the lead having the score that satisfies the minimum threshold; and
automatically displaying, by the computer, on the user interface of the user'"'"'s computer, the first set of leads and the second set of leads having the score that satisfies the minimum threshold.
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Abstract
A method and system for obtaining leads based on data derived from a variety of sources is disclosed. The method is executed by a system that includes a data processing module within a leads management system, among others system components. The data processing module scans one or more external data sources; collects lead data from those sources; analyzes the data collected; identifies attributes of interest about one or more potential quality leads; identifies one or more high quality leads; creates a profile for those high quality leads; stores those profiles in an internal database; and generates a list of one or more high quality leads.
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Citations
20 Claims
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1. A computer-implemented method comprising:
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receiving, by the computer, a request to identify a first set of leads and a selection from a user interface of a computer of a user, wherein the selection comprises a category of lead information corresponding to the first set of leads, a set of attributes of the category, and a desired threshold range of an attribute of the category; querying, by the computer, an internal database to identify the first set of leads corresponding to the received category of lead information and the set of attributes that satisfy the desired threshold, wherein the internal database is configured to store lead profiles corresponding to the first set of leads and their attributes; upon querying the internal database, receiving, by the computer, the first set of leads corresponding to the received category of lead information and the set of attributes that satisfy the desired threshold; querying, by the computer, based on the category and the set of attributes received from the user, records of an external data source to obtain lead information, wherein the external data source comprises at least an external database; compiling, by a computer, from the external data source, lead information related to a second set of leads, wherein the lead information is compiled by; web-crawling one or more social networking web documents associated with the second set of leads within the external database, extracting the lead information comprising one or more characteristic values from the one or more social networking web documents, and transmitting the one or more characteristic values to an inference engine, wherein the inference engine generates one or more inferences associated with the second set of leads, wherein the generated inferences comprise additional attributes inferred, by the inference engine applying the set of attributes received from the user and the one or more characteristic values extracted from the one or more social networking web documents to a computer-generated artificial intelligence model utilizing a neural network pattern matching algorithm and configured to derive inferences based on previously considered, collected, and analyzed lead data; determining, by the computer, a subset of the lead information related to the second set of leads that satisfies the desired threshold range received from the user interface; assigning, by the computer, a value associated with each attribute of the selected attributes and the inferred additional attributes, wherein each attribute is associated with a weight indicating an importance level of the attribute based on criteria and standards received from the user interface, and wherein the value is determined based on the weight; determining, by the computer, a score based on averaging the values associated with each attribute; upon the score satisfying a minimum threshold; generating, by the computer, in the internal database, a profile for the lead having a score that satisfies the minimum threshold; automatically storing, by the computer, in the internal database, the lead having the score that satisfies the minimum threshold; and automatically displaying, by the computer, on the user interface of the user'"'"'s computer, the first set of leads and the second set of leads having the score that satisfies the minimum threshold. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A system comprising:
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a computer processor; a memory containing a program that, when executed by the computer processor, is configured to perform an operation comprising; receive a request to identify a first set of leads and a selection from a user interface of a computer of a user, wherein the selection comprises a category of lead information corresponding to the first set of leads, a set of attributes of the category, and a desired threshold range of an attribute of the category; query an internal database to identify the first set of leads corresponding to the received category of lead information and the set of attributes that satisfy the desired threshold, wherein the internal database is configured to store lead profiles corresponding to the first set of leads and their attributes; upon querying the internal database, receive the first set of leads corresponding to the received category of lead information and the set of attributes that satisfy the desired threshold; query, based on the category and the set of attributes received from the user, records of an external data source to obtain lead information, wherein the external data source comprises at least an external database; compile, from the external data source, lead information related to a second set of leads, wherein the lead information is compiled by; web-crawling one or more social networking web documents associated with the second set of leads within the external database, extracting the lead information comprising one or more characteristic values from the one or more social networking web documents, and transmitting the one or more characteristic values to an inference engine, wherein the inference engine generates one or more inferences associated with the leads using the lead information compiled, wherein the generated inferences comprise additional attributes inferred, by the inference engine applying the set of attributes received from the user and the one or more characteristic values extracted from the one or more social networking web documents to a computer-generated artificial intelligence model utilizing a neural network pattern matching algorithm and configured to derive inferences based on previously considered, collected, and analyzed lead data; determine, by the computer, a subset of the lead information related to the second set of leads that satisfies the desired threshold range received from the user interface; assign a value associated with each attribute of the selected attributes and the inferred additional attributes, wherein each attribute is associated with a weight indicating an importance level of the attribute based on criteria and standards received from the user interface; and
wherein the value is determined based on the weight;determine a score based on averaging the values associated with each selected attribute; upon the score satisfying a minimum threshold; generate in the internal database, a profile for the lead having a score that satisfies the minimum threshold; automatically store in the internal database, the lead having the score that satisfies the minimum threshold; and automatically display, by the computer, on the user interface of the user'"'"'s computer the first set of leads and the second set of leads having the score that satisfies the minimum threshold. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
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Specification
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Current AssigneeMassachusetts Mutual Life Insurance Company
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Original AssigneeMassachusetts Mutual Life Insurance Company
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InventorsRoss, Gareth, Walker, Tricia
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Primary Examiner(s)Gart, Matthew S
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Assistant Examiner(s)Kyereme-Tuah, Akosua
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Application NumberUS14/576,955Time in Patent Office1,173 DaysField of SearchNoneUS Class CurrentCPC Class CodesG06Q 30/0201 Market modelling; Market an...
