Method and system for providing identity template management as a part of a marketing and sales program for universal life stage decision support

• US 20090138335A1
• Filed: 01/24/2009
• Published: 05/28/2009
• Est. Priority Date: 08/13/2007
• Status: Abandoned Application

• Current Assignee: Universal Passage Incorporated
• Original Assignee: Universal Passage Incorporated
• Inventors: Lieberman, Barry
• Application Number:
  US12/321,713
• Publication Number:
  US 20090138335A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0204 Market segmentation

Abstract

A method for dynamic identity template management as a part of a marketing and sales program for universal life stage decision support. A user-defined template can be shared (pushed) to other networks, and template fields can be dynamically populated (pulled) from other networks; thus a template can grow in extensible dimensions, as well as become automatically updated. Also disclosed are techniques for be-friending based on identity template field matching, and for matching user'"'"'s needs to service providers by collecting user input in profiles, creating multi-axis match objects from the profiles, and applying heuristics to create scored matches between profiles. Techniques for dynamic management of the identity profiles include defining extensible profile fields, launching automated agents corresponding to the extensible fields, and recording reported action from the automated agents. Users may create and manage permissions to permit other users or third party agents to populate information in a user-defined identity profile.

Claims

1. A method for dynamic identity template management as a part of a marketing and sales program for universal life stage decision support comprising:

collecting user input to create provider profiles and member profiles;

creating multi-axis match objects from the provider profiles and member profiles;

applying heuristics to create implied multi-axis match objects from the provider and member profiles;

filtering, scoring and selecting a selection set of matches from among a candidate set containing the multi-axis match objects and the implied multi-axis match objects;

defining at least one extensible profile field;

launching at least one automated agent corresponding to said at least one extensible field; and

recording reported action from said at least one automated agent.

2. The method of claim 1, wherein said collecting user input to create provider profiles and member profiles includes creating at least one user-defined identity.

3. The method of claim 2, wherein said user-defined identity includes at least one dynamically managed identity.

4. The method of claim 2, wherein collecting user input to create provider profiles and member profiles includes inheriting variables and variable values from a real world profile.

5. The method of claim 1, wherein collecting user input to create provider profiles and member profiles includes a screen area for presenting a control including at least one of, a content control, an operation control, a purpose control.

6. The method of claim 1, wherein said filtering, scoring and selecting includes filtering at least one virtual profile containing a plurality of dynamically managed identities.

7. The method of claim 6, wherein said scoring includes scoring using extensible fields.

8. The method of claim 6, wherein said scoring includes scoring using information from a user-authorized pull operation.

9. The method of claim 1, wherein launching at least one automated agent includes launching an automated agent for retrieving information for populating an extensible field.

10. The method of claim 1, wherein launching at least one automated agent includes a user opt-in confirmation.

11. The method of claim 1, wherein launching at least one automated agent correlates agent results.

12. The method of claim 1, wherein launching at least one automated agent includes confirming user permissions.

13. The method of claim 1, wherein launching at least one automated agent includes launching a plurality of automated agents.

14. The method of claim 1, wherein said recording reported action includes an event driven simulation.

15. The method of claim 1, wherein said recording reported action includes a state machine.

16. The method of claim 1, wherein said recording reported action includes a controlled delay.

17. The method of claim 1, wherein said recording reported action includes a correlation report.

18. The method of claim 1, wherein said recording reported action includes a correlation report match to a cross promotion.

19. An apparatus for dynamic identity template management as a part of a marketing and sales program for universal life stage decision support comprising:

a module for collecting user input to create provider profiles and member profiles;

a module for creating multi-axis match objects from the provider profiles and member profiles;

a module for applying heuristics to create implied multi-axis match objects from the provider and member profiles;

a module for filtering, scoring and selecting a selection set of matches from among a candidate set containing the multi-axis match objects and the implied multi-axis match objects;

a module for defining at least one extensible profile field;

a module for launching at least one automated agent corresponding to said at least one extensible field; and

a module for recording reported action from said at least one automated agent.

20. A computer program product embodied on a tangible computer readable medium, for dynamic identity template management as a part of a marketing and sales program for universal life stage decision support comprising:

computer code for collecting user input to create provider profiles and member profiles;

computer code for creating multi-axis match objects from the provider profiles and member profiles;

computer code for applying heuristics to create implied multi-axis match objects from the provider and member profiles;

computer code for filtering, scoring and selecting a selection set of matches from among a candidate set containing the multi-axis match objects and the implied multi-axis match objects;

computer code for defining at least one extensible profile field;

computer code for launching at least one automated agent corresponding to said at least one extensible field; and

computer code for recording reported action from said at least one automated agent.