System and method of removing duplicate leads

• US 10,204,141 B1
• Filed: 08/17/2015
• Issued: 02/12/2019
• Est. Priority Date: 11/28/2006
• Status: Active Grant

• Current Assignee: LMB Mortgage Services, Inc.
• Original Assignee: LMB Mortgage Services, Inc.
• Inventors: Semprevivo, Stephen, Wells, Matt
• Primary Examiner(s): Leroux, Etienne P
• Application Number:
  US14/827,760
• Time in Patent Office: 1,275 Days
• CPC Class Codes: G06F 16/1748 De-duplication implemented within the file system, e.g. based on file segments de-duplication techniques in storage systems for the management of data blocks G06F3/0641
• CPC Class Codes: G06F 16/2365 Ensuring data consistency and integrity
• CPC Class Codes: G06F 16/24556 Aggregation; Duplicate elimination
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: Y10S 707/99948 Application of database or data structure, e.g. distributed, multimedia, or image

Abstract

A duplicate lead removal system comprises a matching engine, a vendor duplicates database, and a conflict engine. The matching engine is configured to determine at least one vendor to receive a lead. The vendor duplicates database is configured to store duplicate lead information that is at least partly created by and received from vendors outside of the duplicate lead removal system. The conflict engine is configured to compare information that is at least derived from the lead with information stored in the vendor duplicates database in order to determine if the lead is a duplicate lead for the vendor such that the system can prevent transmission of duplicate leads to the vendor.

Claims

1. A consumer lead removal system comprising:

at least one computer-readable medium configured to store data and computer-executable instructions;

computer hardware comprising at least one computer processor in communication with the computer-readable medium and configured to access the data and computer-executable instructions stored in the computer-readable medium and to cause the computer hardware to perform operations defined by the computer-executable instructions;

a matching engine comprising a plurality of computer-executable instructions stored in the computer-readable medium and configured, when the instructions are executed by the computer processor, to cause the computer hardware to;

determine one or more vendor match rules usable to identify consumer leads to provide to respective vendors;

apply the one or more vendor match rules to identify a particular consumer lead including consumer attributes satisfying vendor match rules associated with at least one matched vendor;

a vendor lead database configured to store, for each vendor of a plurality of vendors;

incomplete prior lead information for each of a plurality of leads already transmitted to the vendor, or received from the vendor, wherein each incomplete prior lead comprises at least a zip code and a portion of a street address for corresponding prior leads, the incomplete prior lead information being insufficient to contact a corresponding consumer; and

a conflict engine comprising a plurality of computer-executable instructions stored in the computer-readable medium and configured, when the instructions are executed by the computer processor, to cause the computer hardware to;

determine that the particular consumer lead is not a prior lead for the matched vendor based on a comparison between the particular consumer lead and the incomplete prior lead information already transmitted to the vendor, or received from the vendor, stored in the vendor lead database,

wherein, upon determination that the particular consumer lead is not a prior lead for the matched vendor, transmit the consumer lead to the matched vendor and immediately update the vendor lead database to include at least a zip code and a portion of a street address of the particular consumer lead in association with the matched vendor;

or

wherein, upon determination that the particular consumer lead is a prior lead for the matched vendor, prevent transmission of the consumer lead to the matched vendor, thereby enabling the system to reduce utilization of computing resources by preventing transmission of duplicate leads to the matched vendor.

2. The system of claim 1, wherein the system is further configured to:

(1) receive, from a source outside of the system, vendor lead files that comprise information about prior leads that the vendors have already received, and (2) update the vendor lead database to include the received prior lead information.

3. The system of claim 2, wherein the system is further configured to receive the vendor lead files by downloading the vendor lead files from an FTP site.

4. The system of claim 1, wherein at least a portion of the prior lead information stored in the vendor lead database relates to leads that vendors outside of the system generated or received from a lead generation entity different from the system.

5. The system of claim 1, wherein the incomplete prior lead information comprises at least eight positions of a street address for each prior lead.

6. The system of claim 1, wherein the vendor lead database is configured to store enough information to identify prior leads to a desired degree of accuracy but not enough information to generate complete leads.

7. The system of claim 1, wherein the conflict engine is further configured to detect when a lead has been matched to multiple entities that are parts of a common organization and to cause the system to not transmit the lead to more than one of the multiple entities.

8. The system of claim 7, wherein the conflict engine is further configured to detect when a lead has been matched to both a parent entity and a subsidiary entity.

9. A method of removing duplicate consumer leads comprising:

accessing computer-executable instructions stored in at least one computer-readable medium; and

executing the computer-executable instructions on at least one computer processor, thereby causing computer hardware to perform operations comprising;

storing prior lead information in a vendor lead database for each vendor of a plurality of vendors, wherein the prior lead information is indicative of prior leads that have previously been sent to or received by a vendor, wherein the prior lead information further comprises incomplete prior lead information for each of a plurality of leads already transmitted to the vendor, or received from the vendor, the incomplete prior lead information being insufficient to contact a corresponding consumer;

receiving a particular consumer lead;

identifying at least one matched vendor, wherein the matched vendor is a vendor that is eligible to receive the particular consumer lead;

determining that the particular consumer lead is not a prior lead of the matched vendor based on a comparison between the particular consumer lead and the prior lead information;

transmitting, upon determination that the particular consumer lead is not a prior lead for the matched vendor, the particular consumer lead to the matched vendor, thereby enabling the system to reduce utilization of computing resources by preventing transmission of prior leads to the matched vendor; and

updating the vendor lead database to include at least a zip code and a portion of a street address of the particular consumer lead in association with the matched vendor.

10. The method of claim 9, wherein identifying at least one matched vendor comprises identifying a vendor whose criteria for receiving leads matches characteristics of the lead.

11. The method of claim 9, wherein determining that the consumer lead is not a prior lead of the matched vendor comprises comparing information at least derived from the lead with matchkeys stored in the vendor lead database, the matchkeys comprising enough information to detect prior leads but not enough information to generate a complete lead.

12. The method of claim 11, wherein the matchkeys comprise at least a zip code and at least a portion of a street address.

13. The computer-readable medium of claim 12, wherein the computer-executable instructions are further configured, when executed by a processor, to perform the operation of periodically updating the prior lead information based at least in part on information provided by vendors located remotely from the computer-readable medium.

14. The computer-readable medium of claim 13, wherein the operation of periodically updating the prior lead information comprises checking a download site to determine if updated information is loaded on the download site and downloading any updated information loaded on the download site.

15. The computer-readable medium of claim 14, wherein the download site is an FTP site.

16. The computer-readable medium of claim 14, wherein the computer-executable instructions are further configured, when executed by a processor, to perform the operation of detecting at least one conflict with a lead that is not related to the lead being a prior lead.

17. The method of claim 11, wherein the matchkeys comprise at least a zip code and at least eight positions of a street address for each prior lead.

19. The computer-readable medium of claim 14, wherein the computer-executable instructions are further configured, when executed by a processor, to perform the operations of receiving consumer selection of a subset of the at least one matched vendor and further restricting transmission of the consumer lead to one or more matched vendors that have been selected by the consumer, wherein the restricted transmission comprises at least the particular consumer lead that is stored in the vendor lead database and associated with one or more matched vendors.

18. A computer-readable medium that stores computer-executable instructions that are configured, when executed by a processor of a computing system, to perform the operations of:

storing prior lead information in a vendor lead database, wherein the prior lead information is indicative of leads that have been sent to or received by a vendor, wherein the prior lead information further comprises incomplete information for each of a plurality of leads already transmitted to the vendor, or received from the vendor;

receiving a particular consumer lead;

identifying at least one matched vendor, wherein the matched vendor is a vendor that is eligible to receive the consumer lead;

determining that the consumer lead is not a prior lead of the matched vendor based on a comparison between the particular consumer lead and the prior lead information;

transmitting, upon determination that the particular consumer lead is not a prior lead for the matched vendor, the particular consumer lead to the matched vendor, thereby enabling the computing system to reduce utilization of computing resources by preventing transmission of prior leads to the matched vendor; and

updating the vendor lead database to include at least a zip code and a portion of a street address of the consumer lead in association with the matched vendor.

20. The computer-readable medium of claim 18, wherein the incomplete prior lead information being insufficient to contact a corresponding consumer.