Method, System, and Computer Program Product for Managing Business Customer Contacts

• US 20080208735A1
• Filed: 02/22/2007
• Published: 08/28/2008
• Est. Priority Date: 02/22/2007
• Status: Abandoned Application

• Current Assignee: Liberty Peak Ventures, LLC (Dominion Harbor Enterprises, LLC)
• Original Assignee: American Express Travel Related Services Company, Inc. (American Express Company)
• Inventors: Srivastava, Atul K., Lee, Young Choon, Vapenik, Michael A., Smith, Danielle L., Sawyer, Jon William, Choi, David Y., Balet, Gregory J.
• Application Number:
  US11/677,906
• Publication Number:
  US 20080208735A1
• Time in Patent Office: Days
• US Class Current: 705/39
• CPC Class Codes: G06F 16/211 Schema design and management
• CPC Class Codes: G06F 16/288 Entity relationship models
• CPC Class Codes: G06Q 20/10 specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

In an enterprise where a database maintains multiple accounts for business customers, a method, system, and computer program product correctly links accounts which are associated with a common business. Business identification information from one or more external data sources is obtained and the format of the business identification data is standardized. Data records of business accounts are compared according to a plurality of rules for matching one business account to another. When two business accounts are found to match according to the business matching rules, a common identifier is applied to both business accounts to flag the two accounts as being associated with the same business entity. One or more hierarchy rules are applied to accounts associated with a common business, to establish a hierarchy among the accounts for purposes of marketing and other business communications.

Claims

1. A method of linking accounts belonging to a common business in order to manage contact with the business, comprising:

(a) obtaining an identification information for a first account and an identification information for a second account;

(b) applying a plurality of matching rules to the identification information of the first account and the identification information of the second account;

(c) determining via the plurality of matching rules that the first account and the second account are both associated with the common business; and

(d) linking the first account to the second account.

2. The method of claim 1, wherein obtaining the identification information for the first account and the identification information for the second account comprises obtaining at least one of:

a business name, a business owner identification, a business executive identification, a business staff person identification, a business address, a business phone number, a business type, a business service, a business product, a business communication channel, a business financial data, a business market data, a business identification number, a commercially available data about a business, a government supplied data about a business, and a data about a business stored in an historical prospect file.

3. The method of claim 1, wherein applying a plurality of matching rules comprises matching the identification information of the first account with a known business identification information and matching the identification information of the second account with the known business identification information.

4. The method of claim 1, wherein linking the first account to the second account comprises assigning a shared unique identifier to each of the first account and the second account.

5. The method of claim 1, further comprising applying a plurality of business contact person hierarchy rules to the first account and the second account;

and

determining a hierarchical relationship between a contact person of the first account and a contact person of the second account, said hierarchical relationship being that the contact person of the first account is a higher priority contact than the contact person of the second account.

6. The method of claim 1, further comprising applying a plurality of business address hierarchy rules to the first account and the second account;

and

determining a hierarchical relationship between an address of the first account and an address of the second account, said hierarchical relationship being that the address of the first account is a higher priority address than the address of the second account.

7. The method of claim 1, wherein obtaining the identification information of the first account and the identification information of the second account comprises obtaining identification information from a plurality of external databases.

8. The method of claim 1, wherein obtaining the identification information for the first account and the identification information for the second account comprises at least one of expanding an address to conform to a standardized address format and modifying an address data element to conform to a standardized format of the address data element.

9. A system for linking accounts belonging to a common business in order to manage contact with the business, comprising:

a processor; and

a memory in communication with the processor, the memory storing a plurality of processing instructions for directing the processor to;

obtain an identification information for a first account and an identification information for a second account;

apply a plurality of matching rules to the identification information of the first account and the identification information of the second account;

determine via the plurality of matching rules that the first account and the second account are both associated with the common business; and

link the first account to the second account.

10. The system of claim 9, wherein the instructions to obtain the identification information for the first account and the identification information for the second account comprise instructions to obtain at least one of:

a business name, a business owner identification, a business executive identification, a business staff person identification, a business address, a business phone number, a business type, a business service, a business product, a business communication channel, a business financial data, a business market data, a business identification number, a commercially available data about a business, a government supplied data about a business, and a data about a business stored in an historical prospect file.

11. The system of claim 9, wherein the instructions to apply a plurality of matching rules to the identification information of the first account and the identification information of the second account comprise instructions to match the identification information of the first account with a known business identification information and match the identification information of the second account with the known business identification information.

12. The system of claim 9, wherein the instructions to link the first account to the second account comprise instructions to assign a shared unique identifier to each of the first account and the second account.

13. The system of claim 9, further comprising a plurality of processing instructions for instructing the processor to:

apply a plurality of hierarchy rules to the first account and the second account; and

determine a hierarchical relationship between the first account and the second account, said hierarchical relationship being that the first account is a higher priority than the second account,

wherein the plurality of hierarchy rules are at least one of a plurality of business contact person hierarchy rules or a plurality of business address hierarchy rules.

14. The system of claim 9, wherein the instructions to obtain the identification information of the first account and the identification information of the second account comprise instructions to obtain identification information from a plurality of external databases.

15. The system of claim 9, wherein the instructions to obtain the identification information of the first account and the identification information of the second account comprise at least one of instructions to expand an address to conform to a standardized address format or instructions to modify an address data element to conform to a standardized format of the address data element.

16. A computer program product comprising a computer usable medium having control logic stored therein for causing a computer to link accounts belonging to a common business in order to manage contact with the business, said control logic comprising:

first computer readable program code means for causing the computer to obtain an identification information for a first account and an identification information for a second account;

second computer readable program code means for causing the computer to apply a plurality of matching rules to the identification information of the first account and the identification information of the second account;

third computer readable program code means for causing the computer to determine via the plurality of matching rules that the first account and the second account are both associated with the common business; and

fourth computer readable program code means for causing the computer to link the first account to the second account.

17. The computer program product of claim 16, wherein said first computer readable program code means further comprises:

fifth computer readable program code means for causing the computer to obtain at least one of;

a business name, a business owner identification, a business executive identification, a business staff person identification, a business address, a business phone number, a business type, a business service, a business product, a business communication channel, a business financial data, a business market data, a business identification number, a commercially available data about a business, a government supplied data about a business, and a data about a business stored in an historical prospect file.

18. The computer program product of claim 16, wherein said second computer readable program code means further comprises:

fifth computer readable program code means for causing the computer to match the identification information of the first account with a known business identification information and match the identification information of the second account with the known business identification information.

19. The computer program product of claim 16, wherein said fourth computer readable program code means further comprises:

fifth computer readable program code means for causing the computer to assign a shared unique identifier to each of the first account and the second account.

20. The computer program product of claim 16, further comprising:

fifth computer readable program code means for causing the computer to apply a plurality of hierarchy rules to the first account and the second account; and

sixth computer readable program code means for causing the computer to determine a hierarchical relationship between the first account and the second account, said hierarchical relationship being that the first account is a higher priority than the second account,

wherein the plurality of hierarchy rules are at least one of a plurality of business contact person hierarchy rules or a plurality of business address hierarchy rules.

21. The computer program product of claim 16, wherein said first computer readable program code means for causing the computer to obtain the identification information for the first account and the identification information for the second account further comprises:

fifth computer readable program code means for causing the computer to obtain identification information from a plurality of external databases.

22. The computer program product of claim 16, wherein said first computer readable program code means for causing the computer to obtain the identification information for the first account and the identification information for the second account further comprises at least one of:

fifth computer readable program code means for causing the computer to expand an address to conform to a standardized address format;

or

sixth computer readable program code means for causing the computer to modify an address data element to conform to a standardized format of the address data element.