US20090292606A1 - Electronic offer management system and method therefor - Google Patents

Electronic offer management system and method therefor Download PDF

Info

Publication number
US20090292606A1
US20090292606A1 US12/273,953 US27395308A US2009292606A1 US 20090292606 A1 US20090292606 A1 US 20090292606A1 US 27395308 A US27395308 A US 27395308A US 2009292606 A1 US2009292606 A1 US 2009292606A1
Authority
US
United States
Prior art keywords
offer
plurality
string
system
offers
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
US12/273,953
Inventor
Penny H. Baron
Wayne H. Levy
Brian M. Rock
Timothy E. Halfman
Mark S. Smith
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Quotient Technology Inc
Original Assignee
Baron Penny H
Levy Wayne H
Rock Brian M
Halfman Timothy E
Smith Mark S
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority to US09/665,790 priority Critical patent/US7076444B1/en
Priority to US11/438,969 priority patent/US20060247972A1/en
Application filed by Baron Penny H, Levy Wayne H, Rock Brian M, Halfman Timothy E, Smith Mark S filed Critical Baron Penny H
Priority to US12/273,953 priority patent/US20090292606A1/en
Publication of US20090292606A1 publication Critical patent/US20090292606A1/en
Assigned to CLEO HOLDING CORPORATION reassignment CLEO HOLDING CORPORATION ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS). Assignors: PRIVA TECHNOLOGIES, INC.
Assigned to COUPONS.COM INCORPORATED reassignment COUPONS.COM INCORPORATED ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS). Assignors: CLEO HOLDING CORPORATION
Assigned to COUPONS.COM INCORPORATED reassignment COUPONS.COM INCORPORATED ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS). Assignors: CLEO HOLDING CORPORATION
Assigned to QUOTIENT TECHNOLOGY INC. reassignment QUOTIENT TECHNOLOGY INC. CHANGE OF NAME (SEE DOCUMENT FOR DETAILS). Assignors: COUPONS.COM INCORPORATED
Application status is Abandoned legal-status Critical

Links

Images

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce, e.g. shopping or e-commerce
    • G06Q30/06Buying, selling or leasing transactions
    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce, e.g. shopping or e-commerce
    • G06Q30/02Marketing, e.g. market research and analysis, surveying, promotions, advertising, buyer profiling, customer management or rewards; Price estimation or determination
    • G06Q30/0207Discounts or incentives, e.g. coupons, rebates, offers or upsales
    • G06Q30/0224Discounts or incentives, e.g. coupons, rebates, offers or upsales based on user history
    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce, e.g. shopping or e-commerce
    • G06Q30/02Marketing, e.g. market research and analysis, surveying, promotions, advertising, buyer profiling, customer management or rewards; Price estimation or determination
    • G06Q30/0207Discounts or incentives, e.g. coupons, rebates, offers or upsales
    • G06Q30/0225Avoiding frauds
    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce, e.g. shopping or e-commerce
    • G06Q30/02Marketing, e.g. market research and analysis, surveying, promotions, advertising, buyer profiling, customer management or rewards; Price estimation or determination
    • G06Q30/0207Discounts or incentives, e.g. coupons, rebates, offers or upsales
    • G06Q30/0235Including timing, i.e. limited awarding or usage time constraint
    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce, e.g. shopping or e-commerce
    • G06Q30/02Marketing, e.g. market research and analysis, surveying, promotions, advertising, buyer profiling, customer management or rewards; Price estimation or determination
    • G06Q30/0207Discounts or incentives, e.g. coupons, rebates, offers or upsales
    • G06Q30/0237Discounts or incentives, e.g. coupons, rebates, offers or upsales at kiosk
    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce, e.g. shopping or e-commerce
    • G06Q30/02Marketing, e.g. market research and analysis, surveying, promotions, advertising, buyer profiling, customer management or rewards; Price estimation or determination
    • G06Q30/0207Discounts or incentives, e.g. coupons, rebates, offers or upsales
    • G06Q30/0238Discounts or incentives, e.g. coupons, rebates, offers or upsales at point-of-sale [POS]
    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce, e.g. shopping or e-commerce
    • G06Q30/02Marketing, e.g. market research and analysis, surveying, promotions, advertising, buyer profiling, customer management or rewards; Price estimation or determination
    • G06Q30/0207Discounts or incentives, e.g. coupons, rebates, offers or upsales
    • G06Q30/0239Online discounts or incentives

Abstract

An electronic offer management system and method thereof is disclosed. In particular, the system comprises means for receiving information related to a plurality of offers distributed by a plurality of different offer distributors to customer for redemption at plurality of stores, means for automatically routing the information related to an offer to a point-of-sale system of each store in which the offer can be redeemed, and means for automatically clearing the offers redeemed by the customer at the stores. The system further comprises means for automatically reconciling financial obligations associated with each cleared offer, as well means for dynamically profiling customers so that improved offer targeting can be achieved.

Description

    RELATED APPLICATION DATA
  • This application is a continuation of application Ser. No. 09/665,790, filed on Sep. 20, 2000, currently pending, the disclosure of which is hereby incorporated by reference.
  • BACKGROUND OF THE INVENTION
  • The present invention relates generally to an electronic offer management system and method thereof, and more particularly to a system that enables the electronic management of offers distributed by a plurality of different offer distributors to customers and the dynamic profiling of such customers so that improved offer targeting can be achieved.
  • Today, about twenty percent (20%) of all sales in grocery retail are covered by some promotion or offer. These offers are found in a variety of forms including temporary price reductions, in-store displays, manufacturer-sponsored coupon offers, advertisements, and frequent shopper (i.e., loyalty) discounts. Traditionally, such offers have been distributed to customers via “physical” media (i.e. direct mailers, printers, displays at the register, Sunday coupon inserts, magazines, etc.). Given the manual nature of such a system of distribution, however, customer-specific offers based on a variety of factors, such as demographics, past purchasing behavior, and price sensitivity are impractical. This in turn has a substantial impact on the effectiveness and cost of providing offers through such a system. For retailers having numerous competing product lines, such as supermarkets, this offer targeting capability is critical. Moreover, clearing and settlement of offers distributed in such a manner is technically infeasible with respect to time, labor and thus, cost intensive.
  • With the advent of the Internet as a new ecommerce tool, offers are now also being distributed “virtually” to customers. For example, companies such as Cool Savings, PlanetU and ValuPage are operating websites from which customers can obtain coupons redeemable at various retail stores and supermarkets, as well as at stores having an online presence. Traditional retailers are also beginning to distribute offers online. For example, Schnucks supermarket provides its weekly advertisements, as well as coupons online. Offer targeting across a plurality of different offer distributors or based on “non-customer” data, such as price, is not allowed. Moreover, the clearance and settlement of such offers are still performed largely through a manual process and in a decentralized manner. As a result, fraudulently fabricated offers cannot be accurately tracked and thus, prevented.
  • Finally, under current methods of offer distribution, retailers must customize their point-of-sale (POS) system according to each offer distributor's technical design structure. In addition, the entire offer transaction from creation through redemption, clearance and settlement is not centralized, thereby increasing the complexity of the interfaces needed between the parties to the entire transaction. Moreover, data relevant to the transaction and necessary for sophisticated levels of targeting cannot be obtained from a single source, thereby decreasing its accessibility, accuracy and completeness. Given that the primary purpose of providing such offers is to drive up the number of new sales, the inability to manage electronic offers in a centralized manner and to dynamically profile customers and target offers increases the overall costs and effectiveness of the offers.
  • Accordingly, there is a need for an electronic offer management system in which offers can be distributed by a plurality of different offer distributors for automatic routing to a store's point of sale system, and in which such offers can be automatically cleared and settled once redeemed, such that an electronic audit of the entire offer transaction, and dynamic profiling of customers for improved offer targeting can be achieved.
  • SUMMARY OF THE INVENTION
  • An electronic offer management system for offer transactions is disclosed. The system comprises receiving means for receiving information related to a plurality of offers distributed by a plurality of different offer distributors to customers for redemption at a plurality of stores, routing means for automatically routing the information related to each offer to a point-of-sale system of each store in which the offer can be redeemed, and clearing means for automatically clearing the offers redeemed by the customers at the stores. The plurality of offer distributors comprises at least one of an internet offer distributor, a retailer offer distributor, a kiosk offer distributor, a direct mail offer distributor, and an email offer distributor.
  • The clearing means comprises means for receiving redemption information from the stores, and means for comparing the redemption information to the offer information whereby each offer redeemed by the customers can be validated. The system further comprises settlement means for automatically reconciling financial obligations associated with each offer cleared by the clearing means, whereby a single, electronic audit of each offer transaction can be achieved.
  • The system further comprises activation means for selectively activating and deactivating each offer. The system also further comprises profiling means for dynamically profiling the customers so that the offers can be targeted to specific customers, and offer consolidation means for consolidating the offers available through the system for presentation to the customer at a plurality of levels. The profiling means preferably comprises at least one of a static profile, a persistent profile and a dynamic profile. The plurality of levels comprises at least one of an offer distributor level and a store level. Each offer corresponds to a reward, and the system further comprises reward deferral means for deferring issuance of the reward to a third party. The offer information comprises at least one condition, which is at least one of an item purchase condition, a department purchase condition, a total purchase condition, a time of day condition and a day of the week condition.
  • A method of electronic management of offer transactions is also disclosed. The method comprises receiving information related to a plurality of offers distributed by a plurality of different offer distributors to customers for redemption at a plurality of stores, automatically routing the information of each offer to a point-of-sale system of each store in which the offer can be redeemed, and automatically clearing the offers redeemed by the customers at the stores.
  • The method further comprises the step of automatically reconciling financial obligations associated with each cleared offer whereby a single, electronic audit of each offer transaction can be achieved. The method also further comprises the step of receiving redemption information from the stores, and comparing the redemption information to the offer information whereby each offer redeemed by the customers can be validated. The method also preferably comprises the step of selectively activating each offer, and consolidating the offers for presentation to the customer at a plurality of levels, such as offer distributor level and a store level. The method also further comprises the step of dynamically profiling the customers so that the offers can be targeted to specific customers.
  • BRIEF DESCRIPTION OF THE DRAWINGS
  • FIG. 1 illustrates the flow of information in an electronic offer management system in accordance with the present invention.
  • FIG. 2 is a flowchart representing the process of dynamic profiling provided by the system of FIG. 1
  • FIG. 3A is a spreadsheet showing an example of a non-targeted offer.
  • FIG. 3B is a spreadsheet showing an example of a static profile-targeted offer generated through the system of FIG. 1.
  • FIG. 3C is a spreadsheet showing an example of a persistent profile-targeted offer generated through the system of FIG. 1.
  • FIG. 3D is a spreadsheet showing an example of a dynamic profile-targeted offer generated through the system of FIG. 1.
  • DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
  • The present invention is directed to an electronic offer management system and method thereof. FIG. 1 illustrates the main components of the system represented as 10, as well as the flow of information there through. In summary, offers are distributed to customers by a plurality of different offer distributors 12. The details of the offers are communicated to an electronic clearing network 13 and routed to the appropriate store 28 for redemption by customers. Transaction log files containing point-of-sale transaction details are forwarded back to network 13 where a clearing process identifies what offers have been redeemed and validates them against the offers communicated to network 13. Settlement details are also prepared for processing by a settlement agent 30. For the purposes of discussion only, system 10 will be described with respect to offers written in extensive Markup language (XML) having a representative documentation convention for XML element and attribute tags as described below. It can be appreciated by one skilled in the art, however, that the offer may be defined using other languages or formats that allow for the functionality described herein, such as for example the Hypertext Markup language.
  • Element/Attribute Tag Description /SOX Element aggregate tag. /SOX/@Version Element attribute tag identified with a @. /SOX/Offer/OfferMaintR Shortened form for: eq/OfferProperties /SOX/Offer/OfferMaintReq/OfferProperties/MemberOffer ../MemberOffer ../RewardSet[ ]/ItemPur Element list has [ ] appended (occurrence indicator). In chase/ItemList/Item[ ] the example ../RewardSet[ ] is an aggregate element that must appear once or many times. In this example, the ../Item[ ] element must appear once or many times within each instance of /RewardSet[ ].
  • Referring to FIG. 1, the process starts through the distribution of an offer to a customer by an offer distributor 12 that is available for redemption at one or more stores 28, which can be traditional brick-and-mortar stores, direct mail stores, online stores or any other type or form of store. In one embodiment, this is done in conjunction with a manufacturer (not shown) who is the sponsor of the offer and thus, bears the cost of it. Offers are distributed via a plurality of different offer distributors including but not limited to Internet offer distributors 14, in-store kiosk offer distributors 16, retailer offer distributors 18, and direct mail/email offer distributors 20. System 10 operates using five (5) XML document types, namely Offer, CustomerOffer, OfferAck, CustomerOfferAck and ErrorResponse.
  • The Offer document type defines the generic offer setup (i.e. offer properties, conditions, and rewards) and routing instructions. In a preferred embodiment, each Offer document is limited to information related to a single offer being distributed by a particular offer distributor 12. The maintenance actions supported by the Offer document type are to add, replace or delete an offer, and are identified in a tabular format as shown below.
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/Offer Aggregate 0 Once Required Offer: Always The /SOX/Offer aggregate element may contain: One /SOX/Offer/OfferMaintReq aggregate element and one /SOX/Offer/OfferRouteReq aggregate element; OR One /SOX/Offer/OfferMaintReq aggregate element only; OR One /SOX/Offer/OfferRouteReq aggregate element only. ../@OfferID String 12 Once Required Offer ID: Always Number is provided by offer distributor and must be unique for that distributor. ../OfferMaintReq Aggregate 0 Once Optional Offer Maintenance Request: Encapsulates Offer maintenance request details for @OfferID above. ../OfferMaintReq/@Action Enumerated 7 Once Required Action: String Offer maintenance action requested. Valid values: Add Replace Delete
  • The CustomerOffer document type defines any customer-specific offer setup and routing instructions. The OfferAck document type represents the positive acknowledgement returned by the network 13 upon its successful processing of an Offer document type. Likewise, CustomerOfferAck document type represents the positive acknowledgement returned by the network 13 upon its successful processing of a CustomerOffer document type. Finally, ErrorResponse document type represents the negative acknowledgement returned by the network 13 upon encountering an error in the course of processing an Offer or CustomerOffer document type. These document types preferably adhere to the document type definition (DTD) as identified in Appendix 1.
  • There are three (3) main components to each offer, namely offer properties, conditions, and rewards. Offer properties are the data elements that serve to generally describe an offer, such as a description, valid date range, and the number of times a customer may receive the reward(s) associated with that offer. Each Offer document includes a header, a representative sample of which is identified in a tabular format below.
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX Aggregate 0 Once Required Document Root Element: Always Identifies this as a SOX XML document. ../@OfferDistributorID String 6 Once Required Offer Distributor ID: Always Assigned by the ECN. Value = 1-999999 ../@SenderDocUID String 12 Once Required Sender's Document Unique ID: Always Sender's unique reference code for this document for audit trail purposes. ../@Version String 3 Once Required SOX Version of File: Always Version of SOX to which this document conforms. Value = 1.0 ../@AckRequested Enumerated 7 Once Required Acknowledgement Requested: String Always Defines type of acknowledgement requested. Supported values: Normal Terse Verbose ../@SOXType Enumerated 5 Once Required Sox Type: String Always Indicates type of SOX XML document. All SOX documents have this attribute with appropriate values. Value = Offer
  • The header includes an @Offer DistributorID parameter that represents an identifier assigned by the network 13 for each offer distributor 12 of system 10. The @SenderDocUID parameter represents a unique reference code which identifies the XML document to its sender so he or she can later refer to it. This parameter is used for audit trail purposes. The @Version parameter represents the version of the specification to which the Offer document conforms. The @AckRequested parameter defines the type of acknowledgement requested for the Offer document (i.e., normal, terse, verbose). The @SOXType document identifies the type of XML document (in this case, “Offer”).
  • A representative sample of the plurality of offer properties available through system 10 is identified in a tabular format as shown below.
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/Offer/OfferMaintReq/ Aggregate 0 Once Optional Offer Properties: OfferProperties Contains Offer Properties for @OfferID above. This element is required when /SOX/Offer/@Action = “Add” or “Replace”. It is not required when /SOX/Offer/@Action = “Delete”. ../MemberOffer String 3 Once Required Member Offer: Is loyalty program membership required? Valid values: Yes No When membership is not a requirement, all Customers are eligible to participate in the Offer. ../StaffAllowed String 3 Once Required Staff Allowed: can staff participate in this offer? Valid values: Yes No ../OfferType String 6 Once Required Offer Type: Coupon type for monetary rewards. (For tax calculations.) Valid values: Vendor Store ../OfferXactLimit String 2 Once Required Offer Transaction Limit: Maximum number of times this offer may be used per transaction. Value = 0-9, or −1 (= unlimited). If value = 0, this offer is not active. ../OfferCustLimit String 2 Once Required Offer Customer Limit: Total number of times this offer may be used, across transactions. Value = 0-9, or −1 (= unlimited). ../OfferStartDateTime Aggregate 0 Once Required Offer Start Date Time: Date/time when the offer becomes active. Encapsulates the elements that define the timestamp. ../OfferStartDateTime/ String 4 Once Required Offer Start Date Time: Year Year Format: CCYY ../OfferStartDateTime/ String 2 Once Required Offer Start Date Time: Month Month Format: MM Value = 01-12 ../OfferStartDateTime/ String 2 Once Required Offer Start Date Time: Day Day Format: DD Value = 01-31 ../OfferStartDateTime/ String 2 Once Required Offer Start Date Time: Hour Hour Format: HH Value = 00-23 ../OfferStartDateTime/ String 2 Once Required Offer Start Date Time: Minute Minute Format: MM Value = 00-59 ../OfferEndDateTime Aggregate 0 Once Required Offer End Date Time: Date/time after which the offer expires. Encapsulates the elements that define the timestamp. ../OfferEndDateTime/ String 4 Once Required Offer End Date Time: Year Year Format: CCYY ../OfferEndDateTime/ String 2 Once Required Offer End Date Time: Month Month Format: MM Value = 01-12 ../OfferEndDateTime/ String 2 Once Required Offer End Date Time: Day Day Format: DD Value = 01-31 ../OfferEndDateTime/ String 2 Once Required Offer End Date Time: Hour Hour Format: HH Value = 00-23 ../OfferEndDateTime/ String 2 Once Required Offer End Date Time: Minute Minute Format: MM Value = 00-59 ../OfferDescription String 40 Once Required Offer Description: Text description of the promotion - printed on checkout receipt. Format on checkout receipt: 2 lines of 20 characters each. ../OfferReportDescription String 40 Once Required Offer Report Description: Text description of the offer for reporting purposes. ../OfferSponsorSettlementID String 9 Once Required Offer Sponsor Settlement ID: Assigned by the ECN. Value = 1-999999999 ../DeferredReward String 3 Once Required Deferred Reward: Is reward to be received in a deferred manner (or directed to another party), or is it to be received at checkout. Valid values: “Yes” = Deferred receipt. “No” = Checkout receipt.
  • MemberOffer is a field representing whether an offer is open to the public or requires membership to a frequent shopper, loyalty or similar-type program. StaffAllowed is a field representing the employees of the store to which the offer has been routed. OfferType is a field representing whether the offer is being offered by a vendor or a store. OfferXactLimit is a field representing the maximum number of times the offer may be used by a customer per transaction. OfferCustLimit is a field representing the maximum number of times the offer may be used by a customer across transactions. OfferStartDateTime is an aggregate field representing the date and time when the offer becomes active (broken down by year, month, day, hour and minute), while OfferEndDateTime is an aggregate field representing the date and time after which the offer may not be used (broken down by year, month, day, hour and minute). OfferDescription is a field representing a text description of the offer, which is preferably printed out on the customer's checkout receipt upon redemption. OfferReportDescription is a field representing a text description of the offer for reporting purposes, such as offer performance analysis. OfferSponsorSettlementID is a field representing the unique number used to identify the sponsor of each offer. DeferredReward is a field indicating whether a reward associated with an offer is to be received in a deferred manner or directed to another party. One skilled in the art can appreciate that the number and type of offer properties may vary depending on the application.
  • A representative sample of the plurality of conditions required for redeeming an offer through system 10 is identified in tabular format as shown below.
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/Offer/OfferMaintReq/ Aggregate 0 Once Optional Offer Conditions: OfferConditions Encapsulates the Conditions applicable to @OfferID. This element is required when ../Offer/@Action = “Add” or “Replace”. It is not required when ../Offer/@Action = “Delete”. /@ConditionSetCount String 1 Once Required Condition Set Count: Number of Condition Set instances in this document. Value = 1-7 ../ConditionSet[ ] Aggregate 0 One Required Condition Set: List or Encapsulates the details of a Many single Condition Set. This element must contain only one of the following available Condition Set type elements: ItemPurchase DeptPurchase TotalPurchase TimeOfDay DayOfWeek ../ConditionSet[ ]/ Enumerated 1 Once Required Condition Set ID: @ConditionSetID String Value = 0-7 Value must be mutually exclusive with other @ConditionSetID values and /SOX/Offer/OfferMaintReq/OfferRewards/ RewardSet[ ]/@RewardSetID values. ../ConditionSet[ ]/ Aggregate 0 Once Optional Item Purchase: ItemPurchase Element which encapsulates the details of the ItemPurchase Condition Set type. ../ConditionSet[ ]/ Enumerated 8 Once Required Measure: ItemPurchase/@Measure String Defines the basis on which this Condition Set type is measured. Valid values: Quantity Weight Amount Where “Amount” is a monetary amount. If “Weight” is specified, the Offer Distributor is responsible for ensuring that Items in ItemList are sold by weight. ../ConditionSet[ ]/ Aggregate 0 Once Required Item List: ItemPurchase/ItemList Encapsulates items that may be purchased interchangeably to meet this Condition. ../ConditionSet[ ]/ String 4 Once Required Item Count: ItemPurchase/ItemList/ The number of ..ItemList/Item[ ] @ItemCount entries to follow. Value = 1-9999 ../ConditionSet[ ]/ String 12 One Required Item: ItemPurchase/ItemList/ List or UPC/EAN Code of eligible item Item[ ] Many without the check digit. All 12 digits must be specified even if leading zero's are needed. Compressed UPC is not permitted. ../ConditionSet[ ]/ String 1 Once Required Condition Check Flag: ItemPurchase/CondChkFlg Valid values: “0” = Once conditions are met, rewards issued for all qualifying items thereafter. “1” = Conditions must be met each time to receive rewards. ../ConditionSet[ ]/ String 10 Once Required Measure Value: ItemPurchase/MeasureValue Metric of ../ItemPurchase/@Measure required to be purchased. Value = 1-2147483647 If ../ItemPurchase/@Measure = Quantity, Value is in units. = Weight, Value is in hundredths of pounds. = Amount, Value is in cents. ../ConditionSet[ ]/ Aggregate 0 Once Optional Department Purchase: DeptPurchase Element which encapsulates the details of the DeptPurchase Condition Set type. The Offer Distributor is responsible for the correct identification of departments. It is recommended that only the store operator uses this Condition Set type. ../ConditionSet[ ]/ Aggregate 0 Once Required Department List: DeptPurchase/DeptList Element encapsulating the store departments from which items may be purchased interchangeably to meet this Condition. ../ConditionSet[ ]/ String 4 Once Required Department Count: DeptPurchase/DeptList/ The number of ..DeptList/Dept[ ] @DeptCount entries to follow. Value = 1-9999 ../ConditionSet[ ]/ String 4 One Required Department: DeptPurchase/DeptList/ List or Store department from which Dept[ ] Many items must be purchased. Value = 1-9999 ../ConditionSet[ ]/ String 1 Once Required Condition Check Flag: DeptPurchase/CondChkFlg Valid values: “0” = Once conditions are met, rewards issued for all qualifying items thereafter. “1” = Conditions must be met each time to receive rewards. ../ConditionSet[ ]/ String 10 Once Required Amount: DeptPurchase/Amount The monetary amount required to be purchased expressed in cents. Value = 1-2147483647 ../ConditionSet[ ]/ Aggregate 0 Once Optional Total Purchase: TotalPurchase/ Element which encapsulates the details of the TotalPurchase Condition Set type. ../ConditionSet[ ]/ Enumerated 12 Once Required Includes: TotalPurchase/@Includes String Defines whether “All” items or only those that are “Discountable” are included in the total of purchases to be evaluated. Valid values: All Discountable ../ConditionSet[ ]/ String 1 Once Required Condition Check Flag: TotalPurchase/CondChkFlag Valid values: “0” = Once conditions are met, rewards issued for all qualifying items thereafter. “1” = Conditions must be met each time to receive rewards. ../ConditionSet[ ]/ String 10 Once Required Amount: TotalPurchase/Amount The total monetary amount required to be purchased expressed in cents. Value = 1-2147483647 ../ConditionSet[ ]/ Aggregate 0 Once Optional Time Of Day: TimeOfDay Element which encapsulates the details of the TimeOfDay Condition Set type. ../ConditionSet[ ]/ Aggregate 0 Once Required Start Time: TimeOfDay/StartTime Encapsulates the details of StartTime. ../ConditionSet[ ]/ String 2 Once Required Hour: TimeOfDay/StartTime/ Format: HH Hour Value: 00-23 ../ConditionSet[ ]/ String 2 Once Required Minute: TimeOfDay/StartTime/ Format: MM Minute Value: 00-59 ../ConditionSet[ ]/ Aggregate 0 Once Required End Time: TimeOfDay/EndTime Encapsulates the details of EndTime. ../ConditionSet[ ]/ String 2 Once Required Hour: TimeOfDay/EndTime/ Format: HH Hour Value: 00-23 ../ConditionSet[ ]/ String 2 Once Required Minute: TimeOfDay/EndTime/ Format: MM Minute Value: 00-59 ../ConditionSet[ ]/ Aggregate 0 Once Optional Day Of Week: DayOfWeek Element which encapsulates the details of the DayOfWeek Condition Set type. ../ConditionSet[ ]/ String 3 Once Required Sunday: DayOfWeek/Sunday Indicates whether the Offer is available on Sundays. Note that at least one of the days should have a “Yes” value. Valid values: Yes No ../ConditionSet[ ]/ String 3 Once Required Monday: DayOfWeek/Monday Valid values: Yes No ../ConditionSet[ ]/ String 3 Once Required Tuesday: DayOfWeek/Tuesday Valid values: Yes No ../ConditionSet[ ]/ String 3 Once Required Wednesday: DayOfWeek/Wednesday Valid values: Yes No ../ConditionSet[ ]/ String 3 Once Required Thursday: DayOfWeek/Thursday Valid values: Yes No ../ConditionSet[ ]/ String 3 Once Required Friday: DayOfWeek/Friday Valid values: Yes No ../ConditionSet[ ]/ String 3 Once Required Saturday: DayOfWeek/Saturday Valid values: Yes No
  • Conditions are the rules or requirements for receiving the reward(s) associated with a particular offer. The conditions associated with an offer are defined by a plurality of condition sets. In one embodiment, there are five (5) types of condition sets, namely an item purchase condition set, a department purchase condition set, a total purchase condition set, a time of day condition set and a day of week condition set. The item purchase condition set identifies the item or items that must be purchased, which can be broken down by quantity, weight and/or amount. The department purchase condition set identifies the department or departments from which each item must be purchased. The total purchase condition set identifies the amount of total purchases required. The time of day condition set identifies a time period during which rewards may be received. The day of week condition set identifies the day(s) of the week on which the rewards may be received. Each condition set is programmed such that once conditions are met, rewards are issued for all qualifying items. While only one condition set type is allowed for each condition set, more than one condition set may contain the same condition set type. One skilled in the art can appreciate, however, that the number and type of condition sets may vary depending on the application. In one embodiment, seven (7) condition sets may be defined. When multiple condition sets are specified, all of the conditions in each set must be met in order to receive the corresponding rewards.
  • A representative sample of the plurality of reward parameters available through system 10 is identified in tabular format below.
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/Offer/OfferMaintReq/ Aggregate 0 Once Optional Offer Rewards: OfferRewards Encapsulates the Rewards applicable to @OfferID. This element is required when /SOX/Offer/@Action = “Add” or “Replace”. It is not required when /SOX/Offer/@Action = “Delete”. ../@RewardSetCount String 1 Once Required Reward Set Count: Number of Reward Set instances in this document. Value = 1-7 ../RewardSet[ ] Aggregate 0 One Required Reward Set: List or Encapsulates the details of a Many single Reward Set. This element must contain only one of the following available Reward Set type elements: ItemDiscount DeptDiscount TotalDiscount FreeItem ReplacementPriceMethod1 ../RewardSet[ ]/@RewardSetID Enumerated 1 Once Required Reward Set ID: String Value = 0-7 Value must be mutually exclusive with other @RewardSetID values and /SOX/Offer/OfferMaintReq/OfferConditions/ ConditionSet[ ]/@ConditionSetID values. ../RewardSet[ ]/ItemDiscount Aggregate 0 Once Optional Item Discount: Element which encapsulates the details of the ItemDiscount Reward Set type. ../RewardSet[ ]/ItemDiscount/ Enumerated 7 Once Required Basis: @Basis String Defines the basis on which Rewards will be given: Vaild values: “Percent” = Percentage off. “Amount” = Amount off. ../RewardSet[ ]/ItemDiscount/ Aggregate 0 Once Required Item List: ItemList Element encapsulating the items that may receive this Reward. ../RewardSet[ ]/ItemDiscount/ String 4 Once Required Item Count: ItemList/@ItemCount The number of ..ItemList/Item[ ] entries to follow. Value = 1-9999. ../RewardSet[ ]/ItemDiscount/ String 12 One Required Item: ItemList/Item[ ] List or UPC/EAN Code of eligible item Many without the check digit. All 12 digits must be specified even if leading zero's are needed. Compressed UPC is not permitted. ../RewardSet[ ]/ItemDiscount/ String 2 Once Required Reward Limit: RewardLimit Maximum number of Rewards which can be issued each time the Conditions of the Offer are met. Value = 1-9, or −1 (= unlimited). ../RewardSet[ ]/ItemDiscount/ String 10 Once Required Basis Value: BasisValue Metric of ../ItemDiscount/@Basis to be applied. If ../ItemDiscount/@Basis = Percent, then the value is the percentage discount in whole numbers. Value = 1-99 If ../ItemDiscount/@Basis = Amount, then the value is the discount amount in cents. Value = 1-2147483647 Note that the price of an item will never be reduced below zero. ../RewardSet[ ]/Dept DiscountAggregate 0 Once Optional Department Discount: Element which encapsulates the details of the DeptDiscount Reward Set type. The Offer Distributor is responsible for the correct identification of departments. It is recommended that only the store operator uses this Reward Set type. ../RewardSet[ ]/DeptDiscount/ Enumerated 7 Once Required Basis: @Basis String Defines the basis on which Rewards will be given: Valid values: “Percent” = Percentage off. “Amount” = Amount off. ../RewardSet[ ]/DeptDiscount/ Aggregate 0 Once Required Department List: DeptList Element encapsulating the store departments whose items are eligible to receive this Reward. ../RewardSet[ ]/DeptDiscount/ String 4 Once Required Department Count: DeptList/@DeptCount The number of ..DeptList/Dept[ ] entries to follow. Value = 1-9999 ../RewardSet[ ]/DeptDiscount/ String 4 One Required Department: DeptList/Dept[ ] List or Store department whose items are Many eligible to receive this Reward. Value = 1-9999 ../RewardSet[ ]/DeptDiscount/ String 2 Once Required Reward Limit: RewardLimit Maximum number of Rewards which can be issued each time the Conditions of the Offer are met. Value = 1-9, or −1 (= unlimited). ../RewardSet[ ]/DeptDiscount/ String 10 Once Required Basis Value: BasisValue Metric of ../DeptDiscount/@Basis to be applied. If ../DeptDiscount/@Basis = Percent, then the value is the percentage discount in whole numbers. Value = 1-99 If ../DeptDiscount/@Basis = Amount, then the value is the discount amount in cents. Value = 1-2147483647 Note that the total value of purchases of items in eligible departments will never be reduced below zero. ../RewardSet[ ]/TotalDiscount Aggregate 0 Once Optional Total Discount: Element which encapsulates the details of the TotalDiscount Reward Set type. ../RewardSet[ ]/TotalDiscount/@Basis Enumerated 7 Once Required Basis: String Defines the basis on which Rewards will be given: Valid values: “Percent” = Percentage off. “Amount” = Amount off. ../RewardSet[ ]/TotalDiscount/ String 2 Once Required Reward Limit: RewardLimit Maximum number of Rewards which can be issued each time the Conditions of the Offer are met. Value = 1-9, or −1 (= unlimited). ../RewardSet[ ]/TotalDiscount/BasisValue String 10 Once Required Basis Value: Metric of ../TotalDiscount/@Basis to be applied. If ../TotalDiscount/@Basis = Percent, then the value is the percentage discount in whole numbers. Value = 1-99 If ../TotalDiscount/@Basis = Amount, then the value is the discount amount in cents. Value = 1-2147483647 Note that the total value of purchases will never be reduced below zero. ../RewardSet[ ]/FreeItem Aggregate 0 Once Optional Free Item: Element which encapsulates the details of the FreeItem Reward Set type. ../RewardSet[ ]/FreeItem/ Aggregate 0 Once Required Item List: ItemList Element encapsulating the items that may receive this Reward. ../RewardSet[ ]/FreeItem/ String 4 Once Required Item Count: ItemList/@ItemCount The number of ..ItemList/Item[ ] entries to follow. Value = 1-9999 ../RewardSet[ ]/FreeItem/ String 12 One Required Item: ItemList/Item[ ] List or UPC/EAN Code of eligible item Many without the check digit. All 12 digits must be specified even if leading zero's are needed. Compressed UPC is not permitted. ../RewardSet[ ]/FreeItem/ String 2 Once Required Reward Limit: RewardLimit Maximum number of Rewards which can be issued each time the Conditions of the Offer are met. Value = 1-9, or −1 (= unlimited). ../RewardSet[ ]/ Aggregate 0 Once Optional Replacement Price Method 1: ReplacementPriceMethod1 Element which encapsulates the details of the ReplacementPriceMethod1 Reward Set type. The replacement price to be applied follows IBM 4690 Supermarket Application pricing method 1 logic. Pricing methods 0, 2, 3, and 4 may be supported in future versions of the system, if required. This Reward Set type may not be used for weighed or NSC 02 items. ../RewardSet[ ]/ Aggregate 0 Once Required Item List: ReplacementPriceMethod1/ Element encapsulating the items ItemList that may receive this Reward. ../RewardSet[ ]/ String 4 Once Required Item Count: ReplacementPriceMethod1/ The number of ..ItemList/Item[ ] ItemList/@ItemCount entries to follow. Value = 1-9999 ../RewardSet[ ]/ String 12 Once Required Item: ReplacementPriceMethod1/ List or UPC/EAN Code of eligible item ItemList/Item[ ] Many without the check digit. All 12 digits must be specified even if leading zero's are needed. Compressed UPC is not permitted. ../RewardSet[ ]/ String 8 Once Required Deal Price: ReplacementPriceMethod1/ Total price, in cents, of DealPrice DealQuantity units. Value = 1-99999999 ../RewardSet[ ]/ String 2 Once Required Deal Quantity: ReplacementPriceMethod1/ Number of units received for DealQuantity DealPrice. Value = 1-99 ../RewardSet[ ]/ String 2 Once Required Reward Limit: ReplacementPriceMethod1/ Maximum number of Rewards which RewardLimit can be issued each time the Conditions of the Offer are met. Value = 1-9, or −1 (= unlimited).
  • Rewards are the benefits received by the customers when the conditions are met. The reward(s) associated with an offer are defined by a plurality of rewards sets. In one embodiment, there are five (5) reward set types, namely the item discount reward, the department discount reward, the total discount reward, the free item reward and the replacement price reward. One skilled in the art can appreciate, however, that the number and type of rewards may vary depending on the application. For example, rewards can be deferred to a third party, such as deposits directly into a mutual fund or a child's college fund.
  • The item discount reward is applied to the price of a specific item or item(s). The department discount reward is applied to the price of items in a certain department or departments. The total discount reward is applied to the total price of a customer's total purchases. The free item reward is applied to reduce the price of a specific item or items to zero. The replacement price reward is applied to replace an existing price for a specific item or items. While only one reward set type is allowed for each reward set, more than one reward set may contain the same reward set type. When multiple reward sets are specified, all possible rewards are given if the corresponding conditions are met.
  • Once the offers have been created, they are routed to the appropriate store or stores in which they are valid for redemption. A preferred format for offer store routing is provided below.
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/Offer/OfferRouteReq Aggregate 0 Once Optional Offer Route Request: Encapsulates all Offer store routing requests. ../StoreList[ ] Aggregate 0 One Required Store List: List or Encapsulates details of all Many stores for which the same @Action is required for this @OfferID. ../StoreList[ ]/@Action Enumerated 7 Once Required Action: String Defines maintenance operation to be performed for this @Offer for this StoreList[ ]. Valid values: Add Replace Delete ../StoreList[ ]/@StoreCount String 10 Once Required Store Count: The number of ../StoreList/Store[ ] entries to follow. Value = 1-2147483647 ../StoreList[ ]/Store[ ] Aggregate 0 One Required Store: List or Encapsulates the details of Many one store. ../StoreList[ ]/Store[ ]/ String 10 Once Required Store ID: StoreID Assigned by ECN. Unique Store Identifier. Valid value: 1-2147483647 ../StoreList[ ]/Store[ ]/ String 2 Once Required Service Priority: ServicePriority Indicates maximum processing delay for requested routing service. Supported values for the Pilot: “ON” = Overnight Beyond Pilot: “RT” = Real-time “15” = 15 Minutes “HR” = 1 Hour
  • The OfferRouteReq parameter encapsulates all offer store routing requests. The Storelist parameter encapsulates the details of all stores for which the same maintenance action is required for a particular offer. In particular, the @Action parameter defines the particular maintenance action to be performed for the list of stores identified by the Storelist parameter. The Storecount parameter identifies the number of stores to which to apply said action. The Store parameter encapsulates the details of one store, namely the identification value assigned to the store by network 13. The ServicePriority parameter identifies the maximum processing delay for the requested routing service (i.e., overnight, real-time, or set-time).
  • In a preferred embodiment, customer-specific variations can be introduced with respect to an offer through the CustomerOffer document type, which has the same header format as that for the Offer document type, with the value of the @SOXType parameter being “CustomerOffer.” A customer offer contains replacement values for some of the offer properties and rewards that are “overlaid” on top of the “generic” offer values when a customer identifies himself or herself at the time of purchase, such as through a loyalty card. A preferred format for the maintenance, the offer properties, rewards and offer routing for the Customer Offer document type are similar to that for an Offer document type and are identified in tabular format below, respectively.
  • Customer Offer Maintenance Request
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/CustomerOffer[ ] Aggregate 0 One Required Customer Offer: or Always The /SOX/CustomerOffer[ ] Many aggregate element may contain: One /SOX/CustomerOffer[ ]/CustOfferMaint Req aggregate element and one /SOX/CustomerOffer[ ]/CustOfferRoute Req aggregate element; OR One /SOX/CustomerOffer[ ]/CustOfferMaint Req aggregate element only; OR One /SOX/CustomerOffer[ ]/CustOfferRoute Req aggregate element only. ../@OfferID String 12 Once Required Offer ID: Always Number is provided by offer distributor and must be unique for that distributor. Value = 1-999999999999 ../@MerchantID String 10 Once Required Merchant ID: Always Assigned by ECN. Identifies the issuing organization for the Customer's loyalty card. Value: 1-2147483647 ../@CustomerID String 18 Once Required Customer ID: Always Normally, the Customer's loyalty card number for the merchant represented by @MerchantID. ../CustOfferMaintReq Aggregate 0 Once Optional Customer Offer Maintenance Request: Encapsulates CustomerOffer maintenance request details for @OfferID and @MerchantID/@CustomerID above. ../CustOfferMaintReq/ Enumerated 8 Once Required Action: @Action String CustomerOffer maintenance action requested. Valid values: Add Replace Delete Activate
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/ Aggregate 0 Optional CustomerOffer Properties: CustomerOffer[ ]/ Contains CustomerOffer CustOfferMaintReq/ Properties for @OfferID for CustOfferProperties @MerchantID/@CustomerID above. This element is required when /SOX/CustomerOffer[ ]/@Action = “Add” or “Replace” or “Activate”. It is not required when /SOX/CustomerOffer[ ]/@Action = “Delete”. ../CustOfferXactLimit String 2 Once Required Customer Offer Transaction Limit: Maximum number of times this offer may be used per transaction. Value = 0-9, or −1 (= unlimited). If value = 0, this CustomerOffer is not active. ../CustOfferCustLimit String 2 Once Required Customer Offer Customer Limit: Total number of times this offer may be used, across transactions. Value = 0-9, or −1 (= unlimited).
  • Customer Offer Rewards
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/CustomerOffer[ ]/ Aggregate 0 Once Optional CustomerOffer Rewards: CustOfferMaintReq/ Contains CustomerOffer Rewards CustOfferRewards for @OfferID for @MerchantID/@CustomerID above. This element is required when /SOX/CustomerOffer[ ]/@Action = “Add” or “Replace”. It is not required when /SOX/CustomerOffer[ ]/@Action = “Delete” or “Activate”. ../@RewardSetCount String 1 Once Required Reward Set Count: Number of Reward Set instances in this CustomerOffer[ ]. Value = 1-7 ../RewardSet[ ] Aggregate 0 One Required Reward Set: List or Encapsulates the details of a Many single Reward Set. This element must contain only one of the following available Reward Set type elements: ItemDiscount DeptDiscount TotalDiscount ReplacementPriceMethod1 Note that CustOfferRewards for FreeItem are not meaningful. ../RewardSet[ ]/ Enumerated 1 Once Required Reward Set ID: @RewardSetID String Value = 0-7 Value is determined by the @RewardSetID from the global @OfferID which is to be overlaid with the data in this RewardSet[ ]. Additionally, the @RewardSetID must refer to the same Reward Set type and be measured on the same @Basis as the global @OfferID, or an error will result. The system cannot successfully overlay the customer-specific data values onto the global Offer unless they are comparable. ../RewardSet[ ]/ Aggregate 0 Once Optional Item Discount: ItemDiscount Element which encapsulates the details of the ItemDiscount Reward Set type. ../RewardSet[ ]/ Enumerated 7 Once Required Basis: ItemDiscount/ String Defines the basis on which @Basis Rewards will be given: Valid values: “Percent” = Percentage off. “Amount” = Amount off. See comments above regarding the need for compatibility with default rewards. ../RewardSet[ ]/ String 10 Once Required Basis Value: ItemDiscount/ Metric of BasisValue ../ItemDiscount/@Basis to be applied. If ../ItemDiscount/@Basis = Percent, then the value is the percentage discount in whole numbers. Value = 1-99 If ../ItemDiscount/@Basis = Amount, then the value is the discount amount in cents. Value = 1-2147483647 Note that the price of an item will never be reduced below zero. ../RewardSet[ ]/ Aggregate 0 Once Optional Department Discount: DeptDiscount Element which encapsulates the details of the DeptDiscount Reward Set type. ../RewardSet[ ]/ Enumerated 7 Once Required Basis: DeptDiscount/ String Defines the basis on which Rewards will @Basis be given: Valid values: “Percent” = Percentage off. “Amount” = Amount off. See comments above regarding the need for compatibility with default rewards. ../RewardSet[ ]/ String 10 Once Required Basis Value: DeptDiscount/ Metric of BasisValue ../ItemDiscount/@Basis to be applied. If ../ItemDiscount/@Basis = Percent, then the value is the percentage discount in whole numbers. Value = 1-99 If ../ItemDiscount/@Basis = Amount, then the value is the discount amount in cents. Value = 1-2147483647 Note that the price of an item will never be reduced below zero. ../RewardSet[ ]/ Aggregate 0 Once Optional Total Discount: TotalDiscount Element which encapsulates the details of the TotalDiscount Reward Set type. ../RewardSet[ ]/ Enumerated 8 Once Required Basis: TotalDiscount/@Basis String Defines the basis on which Rewards will be given: Valid values: “Percent” = Percentage off. “Amount” = Amount off. See comments above regarding the need for compatibility with default rewards. ../RewardSet[ ]/ String 10 Once Required Basis Value: TotalDiscount/BasisValue Metric of ../ItemDiscount/@Basis to be applied. If ../ItemDiscount/@Basis = Percent, then the value is the percentage discount in whole numbers. Value = 1-99 If ../ItemDiscount/@Basis = Amount, then the value is the discount amount in cents. Value = 1-2147483647 Note that the price of an item will never be reduced below zero. ../RewardSet[ ]/ Aggregate 0 Once Optional Replacement Price Method 1: ReplacementPriceMethod1 Element which encapsulates the details of the ReplacementPriceMethod1 Reward Set type. ../RewardSet[ ]/ String 8 Once Required Deal Price: ReplacementPriceMethod1/ Total price, in cents, of DealPrice DealQuantity units, where DealQuantity is defined in the default Rewards for @OfferID. Value = 1-99999999
  • Customer Offer Store Routing
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/CustomerOffer[ ]/ Aggregate 0 Once Optional CustomerOffer Route Request: CustOfferRouteReq Encapsulates CustomerOffer[ ] store routing request details. ../StoreList[ ] Aggregate 0 One Required Store List: List or Encapsulates details of all Many stores for which the same @Action is required for this @OfferID and @MerchantID/@CustomerID. ../StoreList[ ]/@Action Enumerated 7 Once Required Action: String Defines maintenance operation to be performed for this StoreList[ ]. Valid values: Add Replace Delete Activate ../StoreList[ ]/ String 10 Once Required Store Count: @StoreCount The number of ../StoreList/Store[ ] entries to follow. Value = 1-2147483647 ../StoreList[ ]/ Aggregate 0 One Required Store: Store[ ] List or Encapsulates the details of Many one store. ../StoreList[ ]/ String 10 Once Required Store ID: Store[ ]/ Assigned by ECN. StoreID Unique Store Identifier. Valid value: 1-2147483647 ../StoreList[ ]/ String 2 Once Required Service Priority: Store[ ]/ Indicates maximum processing ServicePriority delay for requested routing service. Supported values for the Pilot: “15” = 15 Minutes “HR” = 1 Hour “ON” = Overnight “RT” = Real-time
  • As previously mentioned, the OfferAck document type is the positive acknowledgement returned by network 13 upon its successful processing of an offer document type. A preferred format for this type of document, including its header, is identified in a tabular format as shown below.
  • Header
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX Aggregate 0 Once Required Document Root Element: Always Identifies this as a SOX XML document. ../@Version String 3 Once Required SOX Version of File: Always Version of SOX to which this document conforms. Value = 1.0 ../@SOXType Enumerated 8 Once Required Sox Type: String Always Indicates type of SOX XML document. All SOX documents have this attribute with appropriate values. Value = OfferAck
  • Offer Document Acknowledgement.
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/OfferAck Aggregate 0 Once Required Offer Acknowledgement: Encapsulates the acknowledgement of the receipt of the Offer document. ../DistributorID String 10 Once Required Distributor ID: @OfferDistributorID in the Offer document. ../AckRequested Enumerated 7 Once Required Acknowledgement Requested: String @AckRequested in the Offer document. ../SenderDocUID String 12 Once Required Sender's Document Unique ID: @SenderDocUID in the Offer document. ../SessionID String 12 Once Required Session ID: Generated by ECN. ECN ID for the session in which the Offer document was transmitted to the ECN. May be used for audit trail purposes. ../OffRcptCtrlID String 10 Once Required Offer Receipt Control ID: Generated by ECN. ECN identifier used for tracking the Offer document. ../SenderID String 8 Once Required Sender ID: Generated by ECN. ECN user ID under which the Offer document was transmitted to the ECN. ../Date Aggregate 0 Once Required Date: Generated by ECN. Date of OfferAck creation. ../Date/Year String 4 Once Required Year: Format: CCYY ../Date/Month String 2 Once Required Month: Format: MM ../Date/Day String 2 Once Required Day: Format: DD ../Time Aggregate 0 Once Required Time: Generated by ECN. Time of OfferAck creation. ../Time/Hour String 2 Once Required Hour: Format: HH ../Time/Minute String 2 Once Required Minute: Format: MM ../Time/Second String 2 Once Required Second: Format: SS ../TimeZone String 3 Once Required Time Zone: Generated by ECN. Time Zone for OfferAck creation timestamp.
  • With respect to the Offer Document Acknowledgement format, the DistributorID parameter identifies a unique identification value for the offer distributor distributing the offer. The AckRequested parameter reflects the requested level of acknowledgement identified in the @AckRequested parameter of the header of the Offer document. The SenderDocUID parameter identifies the unique code identifying the XML document to its sender for audit trail purposes. The SessionID parameter is a unique identification value generated by network 13 identifying the session in which the Offer document was transmitted to it, and may also be used for audit trail purposes. The OffRcptCtrlID parameter is a unique identifier generated by network 13 for tracking the Offer document. The SenderID parameter is a unique identifier generated by network 13 representing the identity of the sender of the offer document under which the Offer document was transmitted to network 13. The Date and Time parameters are generated by the network 13 and identify the date and time, respectively, of the creation of the OfferAck document. A preferred format for the Offer Maintenance Request Acknowledgment and Offer Store Routing Acknowledgement are identified in tabular format below.
  • Offer Maintenance Request Acknowledgement
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/Offer Aggregate 0 Once Required Offer: Encapsulates results of Offer processing. ../@OfferID String 12 Once Required Offer ID: @OfferID in the Offer document. ../OfferMaintReq Aggregate 0 Once Optional Offer Maintenance Request: This element will exist if it was present in the processed Offer document. Encapsulates results of Offer maintenance processing. ../OfferMaintReq/ Enumerated 7 Once Required Action: @Action String @Action in the Offer document. /SOX/Offer/ Aggregate 0 Optional Offer Properties: OfferMaintReq/ This element will exist if it OfferProperties was present in the processed Offer document. Encapsulates results of Offer Properties processing. ../Status String 9 Once Required Status: Generated by ECN. Valid Values: Success ../Result Aggregate 0 Once Required Result: See result structure above. /SOX/Offer/ Aggregate 0 Once Optional Offer Conditions: OfferMaintReq/ This element will exist if it OfferConditions was present in the processed Offer document. Encapsulates results of Offer Conditions processing. ../@ConditionSetCount String 1 Once Required Condition Set Count: Count of ../ConditionSet[ ] elements to follow. ../ConditionSet[ ] Aggregate 0 One Required Condition Set: List or Encapsulates the results of Many processing this @ConditionSetID. ../ConditionSet[ ]/ Enumerated 1 Once Required Condition Set ID: @ConditionSetID String @ConditionSetID in the Offer document. ../ConditionSet[ ]/ String 9 Once Required Status: Status Generated by ECN. Valid Values: Success ../ConditionSet[ ]/ Aggregate 0 Once Required Result: Result See result structure above. /SOX/Offer/ Aggregate 0 Once Optional Offer Rewards: OfferMaintReq/ This element will exist if it OfferRewards was present in the processed Offer document. Encapsulates results of Offer Rewards processing. ../@RewardSetCount String 1 Once Required Reward Set Count: Count of ../RewardSet[ ] elements to follow. ../RewardSet[ ] Aggregate 0 One Required Reward Set: List or Encapsulates the results of Many processing this @RewardSetID. ../RewardSet[ ]/ Enumerated 1 Once Required Reward Set ID: @RewardSetID String @RewardSetID in the Offer document. ../RewardSet[ ]/Status String 9 Once Required Status: Generated by ECN. Valid Values: Success ../RewardSet[ ]/Result Aggregate 0 Once Required Result: See result structure above.
  • Offer Store Routing Acknowledgement.
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/Offer/OfferRouteReq Aggregate 0 Once Optional Offer Routing Request: This element will exist if it was present in the processed Offer document. Encapsulates results of Offer routing processing. ../StoreList[ ] Aggregate 0 One Required Store List: List or Encapsulates the details of Many stores for which the same @Action is required. ../StoreList[ ]/@Action Enumerated 7 Once Required Action: String @Action in the Offer document. ../StoreList[ ]/@StoreCount String 10 Once Required Store Count: Count of ../Store[ ] elements to follow. ../StoreList[ ]/Store[ ] Aggregate 0 One Required Store: List or Encapsulates the details of one Many store. ../StoreList[ ]/ String 10 Once Required Store ID: Store[ ]/ StoreID in the Offer document. StoreID ../StoreList[ ]/ String 2 Once Required Service Priority: Store[ ]/ ServicePriority in the Offer ServicePriority document. ../StoreList[ ]/Store[ ]/ String 9 Once Required Status: Status Generated by ECN. Valid Values: Success Scheduled ../StoreList[ ]/Store[ ]/ Aggregate 0 Once Required Result: Result See result structure above.
  • Likewise, a preferred format for the CustomerOfferAck document type (which has the same header format with a value for the @SOXType parameter being “CustomerOfferAck,” and includes Offer Document Acknowledgement, CustomerOffer Maintenance Request Acknowledgement and CustomerOffer Store Routing Acknowledgement are provided below.
  • Offer Document Acknowledgement
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/CustOfferAck Aggregate 0 Once Required CustomerOffer Acknowledgement: Encapsulates the acknowledgement of the receipt of the CustomerOffer document. ../DistributorID String 10 Once Required Distributor ID: @OfferDistributorID in the CustomerOffer document. ../AckRequested Enumerated 7 Once Required Acknowledgement Requested: String @AckRequested in the CustomerOffer document. ../SenderDocUID String 12 Once Required Sender's Document Unique ID: @SenderDocUID in the CustomerOffer document. ../SessionID String 12 Once Required Session ID: Generated by ECN. ECN ID for the session in which the CustomerOffer document was transmitted to the ECN. May be used for audit trail purposes. ../OffRcptCtrlID String 10 Once Required Offer Receipt Control ID: Generated by ECN. ECN identifier used for tracking the CustomerOffer document. ../SenderID String 8 Once Required Sender ID: Generated by ECN. ECN user ID under which the CustomerOffer document was transmitted to the ECN. ../Date Aggregate 0 Once Required Date: Generated by ECN. Date of CustomerOfferAck creation. ../Date/Year String 4 Once Required Year: Format: CCYY ../Date/Month String 2 Once Required Month: Format: MM ../Date/Day String 2 Once Required Day: Format: DD ../Time Aggregate 0 Once Required Time: Generated by ECN. Time of CustomerOfferAck creation. ../Time/Hour String 2 Once Required Hour: Format: HH ../Time/Minute String 2 Once Required Minute: Format: MM ../Time/Second String 2 Once Required Second: Format: SS ../TimeZone String 3 Once Required Time Zone: Generated by ECN. Time Zone for CustomerOfferAck creation timestamp.
  • Customer Offer Maintenance Request Acknowledgement
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/CustomerOffer Aggregate 0 One Required CustomerOffer: or Encapsulates results of Many CustomerOffer processing. ../@OfferID String 12 Once Required Offer ID: @OfferID in the CustomerOffer document. ../@MerchantID String 10 Once Required Merchant ID: @MerchantID in the CustomerOffer document. ../@CustomerID String 18 Once Required Customer ID: @CustomerID in the CustomerOffer document. ../CustOfferMaintReq Aggregate 0 Once Optional CustomerOffer Maintenance Request: This element will exist if it was present in the processed CustomerOffer document. Encapsulates results of CustomerOffer maintenance processing. ../CustOfferMaintReq/ Enumerated 7 Once Required Action: @Action String @Action in the CustomerOffer document. /SOX/CustomerOffer/ Aggregate 0 Optional CustomerOffer Properties: CustOfferMaintReq/ This element will exist if it CustOfferProperties was present in the processed CustomerOffer document. Encapsulates results of CustomerOffer Properties processing. ../Status String 9 Once Required Status: Generated by ECN. Valid Values: Success ../Result Aggregate 0 Once Required Result: See result structure above. /SOX/CustomerOffer/ Aggregate 0 Once Optional CustomerOffer Rewards: CustOfferMaintReq/ This element will exist if it CustOfferRewards was present in the processed CustomerOffer document. Encapsulates results of CustomerOffer Rewards Processing. ../@RewardSetCount String 1 Once Required Reward Set Count: Count of ../RewardSet[ ] elements to follow. ../RewardSet[ ].. Aggregate 0 One Required Reward Set: List or Encapsulates the results of Many processing this @RewardSetID. ../RewardSet[ ]/ Enumerated 1 Once Required Reward Set ID: @RewardSetID String @RewardSetID in the CustomerOffer document. ../RewardSet[ ]/Status String 9 Once Required Status: Generated by ECN. Valid Values: Success ../RewardSet[ ]/Result Aggregate 0 Once Required Result: See result structure above.
  • Customer Offer Store Routing Acknowledgement
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/CustomerOffer/ Aggregate 0 Once Optional CustomerOffer Routing Request: CustOfferRouteReq This element will exist if it was present in the processed CustomerOffer document. Encapsulates results of Offer routing processing. ../StoreList[ ] Aggregate 0 One Required Store List: List or Encapsulates the details of Many stores for which the same @Action is required. ../StoreList[ ]/@Action Enumerated 7 Once Required Action: String @Action in the CustomerOffer document. ../StoreList[ ]/ String 10 Once Required Store Count: @StoreCount Count of ../Store[ ] elements to follow. ../StoreList[ ]/Store Aggregate 0 One Required Store: [ ] List or Encapsulates the details of one Many store. ../StoreList[ ]/ String 10 Once Required Store ID: Store[ ]/ StoreID in the Offer document. StoreID ../StoreList[ ]/ String 2 Once Required Service Priority: Store[ ]/ ServicePriority in the Offer ServicePriority document. ../StoreList[ ]/ String 9 Once Required Status: Store[ ]/ Generated by ECN. Status Valid Values: Success Scheduled ../StoreList[ ]/ Aggregate 0 Once Required Result: Store[ ]/ See result structure above. Result
  • As previously mentioned, the ErrorResponse document type is the negative acknowledgement returned by the network 13 upon encountering an error in the course of processing an Offer or Customer Offer document type. ErrorResponse documents adhere to the DTD represented as SOXErrorResponse.dtd in Appendix 1. The header for this document type is the same as that for the OfferAck and CustomerOfferAck document types, with the exception that the value for @SOXType parameter is “ErrorResponse.” A preferred format for this document is shown in tabular format below.
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/ErrorResponse Aggregate 0 Once Required Error Response: Encapsulates the acknowledgement of the receipt of the Offer or CustomerOffer document. ../SenderDocUID String 12 Once Required Sender's Document Unique ID: @SenderDocUID in the Offer or CustomerOffer document. ../ErrorCode String 10 Once Required Error Code: Generated by ECN. Assigned according to the type and source of the Error Code. ../ErrorDescription String 255 Once Required Error Description: Generated by ECN. The Error default text. ../ErrorCondition String 255 Once Required Error Condition: Generated by ECN. Used to further explain the conditions that cause this Error code. ../ErrorMessage String 255 Once Required Error Message: Generated by ECN. ../ErrorSource String 255 Once Required Error Source: Generated by ECN. ../Date Aggregate 0 Once Required Date: Generated by ECN. Date of ErrorResponse creation. ../Date/Year String 4 Once Required Year: Format: CCYY ../Date/Month String 2 Once Required Month: Format: MM ../Date/Day String 2 Once Required Day: Format: DD ../Time Aggregate 0 Once Required Time: Generated by ECN. Time of ErrorResponse creation. ../Time/Hour String 2 Once Required Hour: Format: HH ../Time/Minute String 2 Once Required Minute: Format: MM ../Time/Second String 2 Once Required Second: Format: SS ../TimeZone String 3 Once Required Time Zone: Generated by ECN. Time Zone for ErrorResponse creation timestamp. ../SessionID String 12 Once Required Session ID: Generated by ECN. ECN ID for the session in which the CustomerOffer document was transmitted to the ECN. May be used for audit trail purposes. ../OffRcptCtrlID String 10 Once Required Offer Receipt Control ID: Generated by ECN. ECN identifier used for tracking the Offer or CustomerOffer document. ../SenderID String 8 Once Required Sender ID: Generated by ECN. ECN user ID under which the Offer or CustomerOffer document was transmitted to the ECN. ../DTDErrorList Aggregate 0 Once Required DTD Error List: Generated by ECN. Encapsulates reporting of DTD violations. ../DTDErrorList/ String 10 Once Required DTD Error Count: @DTDErrorCount Count of ../DTDError[ ] elements to follow. ../DTDErrorList/ Aggregate 0 One Required DTD Error: DTDError[ ] List or Encapsulates the details of one Many DTD error. ../DTDErrorList/ String 255 Once Required Path Name: DTDError[ ]/PathName Path of DTD Error within the XML document. ../DTDErrorList/ String 10 Once Required Error Code: DTDError[ ]/ErrorCode Assigned according to the type and source of the Error Code. ../DTDErrorList/ String 255 Once Required Error Message: DTDError[ ]/ErrorMessage Text description of the DTD Error.
  • In particular, the parameter SenderDocUID represents the unique code identifying the XML document to its sender. The ErrorCode parameter represents the code assigned by the network 13 for the type and source of the error. The ErrorDescription parameter represents a description of the error generated by the network 13. The ErrorCondition parameter is generated by the network 13 and represents the condition(s) that caused the generation of the error code. The ErrorMessage parameter identifies an error message generated by the network 13 based on the error code. The ErrorSource parameter represents the source of the error generated by the network 13. The Date and Time parameters identify the date and time, respectively, in which the ErrorResponse document is created. The SessionID parameter represents the identification value assigned by the network 13 for the session in which the Offer or CustomerOffer document was transmitted to the network 13. The OfrRptCtrlID parameter represents an identifier generated by the network 13 which is used for tracking the Offer or CustomerOffer document. The ServerID parameter represents the identification value generated by the network 13 under which the Offer or OfferCustomer document was transmitted to the network 13. The DTDErrorList element encapsulates the reporting of DTD violations, including the count of error containing elements to follow, the details of each DTD error, which comprises the path of the DTD error within the XML document, the error code, and the error message.
  • The details of the offers being distributed by each offer distributor 12 are electronically communicated to a network server 22 of system 10, such as an IBM RS6000 server, preferably in real time. Connections to server 22 are made over the Internet via the HTTP protocol using X.509 certificates to identify and authenticate the sender. Server 22 is configured to receive and authenticate all offers having a uniform format such as that previously described herein. With respect to offers distributed to customers in a non-interactive medium, the offer details are communicated to server 22 prior to being presented to the customers. In the case of a kiosk offer distributor, the offer is distributed via a communications network (not shown), such as the Internet, to a kiosk 16 in communication therewith. Kiosk 16 may be directly in communication with the POS system 27 of the store in which it is located.
  • System 10 generates point-of-sale (POS) maintenance files that reflect all of the offers received from the offer distributors 12 and authenticated by server 22. These files are stored within a database of network 13 (not shown), preferably in a consolidated manner whereby information related to all offers available from various offer distributors at a given retailer can be viewed online by customers via a browser interface 30 thereto. These files may be forwarded to the appropriate retailer 26 for placement on the POS systems 27 of the relevant stores 28 in which the offer is valid or a server of network 13 such as server 22 may place the files directly on the POS system 27 of the relevant stores 28 in which the offer is valid.
  • In one embodiment, network 13 provides for the possibility of cooperation between agents and partners in presenting offers to customers or in recording the customer's acceptance of an offer. Once a business relationship between the cooperating parties is established, the network 13 sets up the proper information pathways so that the XML documents created by the network 13 can be routed to agents or partners for the purpose of synchronizing information between the parties so that everyone has an exact copy of the information received by the network 13 from the offer distributors 12. The preferred formats of the relevant Offer Agent Server Routing, CustomerOffer Agent Server Routing, Agent Server Offer Acknowledgement and Agent Server Customer Offer Acknowledgement documents are described below.
  • Offer Agent Server Routing
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/TargetServerList Aggregate 0 Once Optional Target Server List: This element is not required. Defines Agent servers to which this document is to be forwarded. ../@ServerCount String 6 Once Required Server Count: The number of ../TargetServerList/Server[ ] entries to follow. Value = 1-999999 ../Server[ ] Aggregate 0 One Required Server: List or Encapsulates details for one Many Agent server. ../Server[ ]ServerID String 6 Once Required Agent Server ID: Assigned by the ECN Target Agent Server ID to Receive a copy of this document. Value = 1-999999 ../Server[ ]/ String 2 One Required Service Priority: ServicePriority Indicates maximum processing delay for requested routing service. Supported values: “15” = 15 Minutes “HR” = 1 Hour “ON” = Overnight “RT” = Real-time
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/TargetServerList Aggregate 0 Once Optional Target Server List: This element is not required. Defines Agent servers to which this document is to be forwarded. ../@ServerCount String 6 Once Required Server Count: The number of ../TargetServerList/Server[ ] entries to follow. Value = 1-999999 ../Server[ ] Aggregate 0 One Required Server: List or Encapsulates details for one Many Agent server. ../Server[ ]/ServerID String 6 Once Required Agent Server ID: Assigned by the ECN. Target Agent Server ID to receive a copy of this document. Value = 1-999999 ../Server[ ]/PriorityService String 2 Once Required Service Priority: Indicates maximum processing delay for requested routing service. Supported values: “15” = 15 Minutes “HR” = 1 Hour “ON” = Overnight “RT” = Real-time
  • Agent Server Offer Acknowledgement
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/TargetServerList Aggregate 0 Once Optional Target Server List: This element will exist if it was present in the Offer document, and encapsulates the results of Server Routing Request processing. ../@ServerCount String 6 Once Required Server Count: Count of ../TargetServerList/Server[ ] elements to follow. Value = 1-999999 ../Server[ ] Aggregate 0 One Required Server: List or Encapsulates details for one Many Agent server. ../Server[ ]/ServerID String 6 Once Required ServerID: Requested ServerID. ../Server[ ]/ServicePriority String 2 Once Required Service Priority: Requested service priority. ../Server[ ]/Status String 9 Once Required Status: Generated by ECN. Valid Values: Success Scheduled ../Server[ ]/Result Aggregate 0 Once Required Result: See result structure above.
  • Agent Server Customer Offer Acknowledgement
  • XML Element/Attribute Max Tag Data Type Len Occur Usage Description /SOX/TargetServerList Aggregate 0 Once Optional Target Server List: This element will exist if it was present in the CustomerOffer document, and encapsulates the results of Server Routing Request processing. ../@ServerCount String 6 Once Required Server Count: Count of ../TargetServerList/Server[ ] elements to follow. Value = 1-999999 ../Server[ ] Aggregate 0 One Required Server: List or Encapsulates details for one Many Agent server. ../Server[ ]/ServerID String 6 Once Required ServerID: Requested ServerID. ../Server[ ]/ServicePriority String 2 Once Required Service Priority: Requested service priority. ../Server[ ]/Status String 9 Once Required Status: Generated by ECN. Valid Values: Success Scheduled ../Server[ ]/Result Aggregate 0 Once Required Result: See result structure above.
  • Customers redeem offers at a store electronically preferably via their loyalty cards or some other identification mechanism during the checkout process. The POS system 26 of that store integrates the offer details in the POS maintenance files received from server 22 into its POS master offer detail files so that the condition(s) associated with the offers can be validated. In a preferred embodiment, the validation is performed by FREEDOM-Shopper sold by Matra Systems. In one embodiment, this process is performed in batch mode given the processing-intensive nature of the operation that could adversely affect daily checkout operations.
  • POS system 26 generates transaction log files for any transactions at the stores 28 involving offers distributed by the offer distributors 12. These transaction log files are forwarded to system 10 for clearance and settlement. Clearing is the set of functions required to collect and analyze the transaction log files received by POS system 26 to extract the detail of the rewards given or due to customers, and to prepare the details of settlement required by the settlement agent. Clearing also includes extracting information from the transaction log files and comparing it against the corresponding offer details stored within the databases of network 13 in order to validate same. In one embodiment, clearance is performed via a program on the server 22 of the network 13. In a preferred embodiment, offer distributors 12 are notified of the redemption of their respective offers by means of a query service or XML-based data feed provided by server 22.
  • Once each offer is cleared, settlement of the offer with the appropriate settlement agent is performed. Settlement is the process of ensuring that the financial obligations associated with each offer are carried out. Specifically, the retailer is reimbursed for the value of rewards deducted from customer transactions involving offers. Payment must be arranged for fees due to the retailer and other parties for the processing and handling of the offer. Such settlement details are communicated electronically to a settlement agent 34 to complete settlement of the offer with the respective parties to the transaction.
  • Due to the centralized nature of the system 10 and the standardization of offers provided by the network 13, retailers can automatically accept offers from a plurality of different offer distributors, thereby relieving their burden to maintain sophisticated customer/price management systems. Moreover, system 10 allows paperless offer clearing at the POS level. In addition, system 10 provides for automatic settlement of offers which helps accelerate payment of the financial obligations associated therewith. In addition, given the centralized nature of the transaction information stored within the network 13, directories can be set up by network 13 whereby offer distributors, customers, stores, and other interested parties can easily look up information related to offers provided through network 13.
  • Furthermore, network 13 provides for the dynamic targeting of customers. The value of customer targeting is derived from wasting less money on promotional activity. Promotions are inherently wasteful because a large amount of the expenditures are not used to alter customer behavior. Promotion costs can be classified primarily into three areas; namely media costs, redemption costs and handling and administrative costs. Media costs are the cost of exposing customers to a promotion offer. Media costs include the advertising cost for placing promotional ads in newspapers, magazines, or on the Internet offer, and direct mail cost to send offers to households. Redemption costs are the cost of the discount. Cash discounts and other rewards have direct costs. Handling and administrative costs are inherent with coupon offers, which generally have costs associated with having the coupons counted and for billing and administration. Additionally, coupon issuers provide a fee to the retailer to cover their costs in handling the coupon. Moreover, all promotions require systems to accrue, track and generally administer promotions.
  • The value of an offer is equal to the profit for incremental sales less the sum of media, redemption and handling and administrative costs associated therewith. Targeting offers can impact the value of an offer dramatically by lowering the overall costs and more particularly the cost per incremental case. Dynamic customer targeting is greatly enhanced by the system 10, specifically, due to the centralized nature in which the network 13 manages offer transactions. In particular, system 10 categorizes customer profiles into three types; namely static, persistent and dynamic. Static profiles represent lifestyle and geo-demographic characteristics and are not changed by marketing activities. Persistent profiles are characterized by buying behavior that is relatively stable and only somewhat altered by marketing activities. Dynamic profiles are characterized by buying behavior that can directly be attributed to marketing activities like discounts and new product introductions.
  • Referring now to FIG. 2, the process of dynamic customer targeting according to the present invention is described. For the purposes of discussion, it will be assumed that customers are identified to the network 13 through a loyalty card. However, it can be appreciated by one skilled in the art that any method of customer identification can be used. At 100, a customer is identified via a loyalty card being scanned at the checkout counter of a store. At 102, the POS system of that store tracks a plurality of information such as the customer's identification number, the time, the checkout lane, the products purchased, the prices paid and the quantities purchased. At 104, the POS system matches this information with information stored within the POS system, such as full pricing information, discount information, display activity, advertising activity and baseline sales, to create a customer profile. At 106, the profile is transmitted to the network 13 and at 108, the profile is appended to a “master” database stored within a database of the network 13. At 110, the customer profile is queried against this database to create the static, persistent and dynamic profiles at 112. At 114, the customer profiles are forwarded to the appropriate offer distributor 12 so they can dynamically target customers based on such profiles.
  • To illustrate the advantages of dynamic profiling, FIGS. 3A-D illustrate an example of an offer for spaghetti sauce distributed based on a non-targeted profile, a static profile, a persistent profile and a dynamic profile, respectively. As shown, the dynamic profile provides a net value of $24,000, while the non-targeted and static profiles provide no value, and the persistent profile provides only a $3,975 value. Therefore, for spaghetti sauce, it is unlikely that static profile will greatly distinguish large numbers of spaghetti sauce customers from non-spaghetti sauce customer. In other words, static profile type offers will not add to the value of the promotion.
  • The foregoing constitutes a description of various features of a preferred embodiment. Numerous changes to the preferred embodiment are possible without departing from the spirit and scope of the invention. Hence, the scope of the invention should be determined with reference not to the preferred embodiment, but to the following claims.

Claims (35)

1. An electronic offer management system for electronic offer transactions, comprising:
receiving means for receiving information by a network, the information related to a plurality of electronic offers redeemable at a plurality of stores, the electronic offers being distributed by a plurality of different offer distributors utilizing a plurality of distribution methods and media to customers of the plurality of stores wherein the plurality of electronic offers distributed by the plurality of different offer distributors are received from a plurality of sponsors;
standardizing information contained in the plurality of electronic offers distributed by the plurality of different offer distributors,
routing means for automatically routing the standardized information distributed by the plurality of different offer distributors to a point-of-sale system of each store in which the offer can be redeemed;
redeeming the offer at the point-of-sale system of at least one store coupled to the network;
routing means for automatically routing one or more redeemed offers from the point-of-sale system of a store to the network; and
clearing means for automatically clearing by the network the offers redeemed by the customers at the stores.
2. The system of claim 1, further comprising settlement means for automatically reconciling financial obligations associated with each offer cleared by the clearing means, whereby a single, electronic audit of each offer transaction can be achieved.
3. The system of claim 1, wherein the clearing means comprises:
means for receiving redemption information from the stores; and
means for comparing the redemption information to the offer information whereby each offer redeemed by the customers can be validated.
4. The system of claim 1, wherein the plurality of offer distributors comprises at least one of an internet offer distributor, a retailer offer distributor, a kiosk offer distributor, a direct mail offer distributor, and an email offer distributor.
5. The system of claim 1, further comprising activation means for selectively activating and deactivating each offer.
6. The system of claim 1, further comprising profiling means for dynamically profiling the customers so that the offers can be targeted to specific customers.
7. The system of claim 1, wherein each offer corresponds to a reward, and wherein the system further comprises reward deferral means for deferring issuance of the reward to the customer.
8. The system of claim 1, further comprising offer consolidation means for consolidating the offers available through the system for presentation to the customer at a plurality of levels.
9. The system of claim 8, wherein the plurality of levels comprises at least one of an offer distributor level and a store level.
10. The system of claim 1, wherein the offer information comprises at least one condition and wherein the at least one condition is at least one of an item purchase condition, a department purchase condition, a total purchase condition, a time of day condition and a day of the week condition.
11. The system of claim 6, wherein the profiling means comprises at least one of a static profile, a persistent profile and a dynamic profile.
12. A method of electronic management of electronic offer transactions, comprising:
receiving information by a network, the information related to a plurality of electronic offers redeemable at a plurality of stores, the electronic offers being distributed by a plurality of different offer distributors to customers of the plurality of stores wherein the plurality of electronic offers distributed by the plurality of different offer distributors are received from a plurality of sponsors;
standardizing information contained in the plurality of electronic offers distributed by the plurality of different officer distributors;
automatically routing the standardized information distributed by the plurality of different offer distributors to a point-of-sale system of each store in which the offer can be redeemed;
redeeming the offer at the point-of-sale system of at least one store couple to the network,
automatically routing one or more redeemed offers from the point-of-sale system to the network; and
automatically clearing by the network the offers redeemed by the customers at the stores.
13. The method of claim 12, further comprising the step of automatically reconciling financial obligations associated with each cleared offer whereby a single, electronic audit of each offer transaction can be achieved.
14. The method of claim 12 wherein the method further comprises the step of receiving redemption information from the stores, and comparing the redemption information to the offer information whereby each offer redeemed by the customers can be validated.
15. The method of claim 12, further comprising the step of selectively activating each offer.
16. The method of claim 12, wherein each offer corresponds to a reward, and wherein the method further comprises the step of deferring issuance of the reward to the customer.
17. The method of claim 12, further comprising the step of consolidating the offers for presentation to the customer at a plurality of levels.
18. The method of claim 17, wherein the plurality of levels comprises at least one of an offer distributor level and a store level.
19. The method of claim 12, further comprising the step of dynamically profiling the customers so that the offers can be targeted to specific customers.
20. The method of claim 12, wherein the offer information comprises at least one condition and wherein the at least one condition is at least one of an item purchase condition, a department purchase condition, a time of day condition and a day of the week condition.
21. A method of electronically managing electronic offer transactions, the method comprising:
electronically receiving an electronic offer from an offer distributor, the offer having at least one offer property, at least one condition, and at least one reward;
standardizing information contained in the plurality of electronic offers distributed by the plurality of different offer distributors,
electronically distributing the standardized information to a point-of-sale system of a store in which the offer can be redeemed;
electronically determining whether the at least one condition of the offer has been met at the point-of-sale system;
redeeming the offer at the point-of-sale system of at least one store coupled to the network;
electronically receiving a redeemed offer from the point-of-sale system; and
comparing the redeemed offer with the stored offer.
22. A method as set forth in claim 21 and further comprising authenticating the received offer from the distributor.
23. A method as set forth in claim 21 and further comprising viewing the stored offer via a browser interface.
24. A method as set forth in claim 21 and further comprising viewing the stored offer via a kiosk.
25. A method as set forth in claim 21 and further comprising:
creating one or more settlement details using information from the redeemed offer, and
electronically transmitting the one or more settlement details to a settlement agent.
26. A method as set forth in claim 21 and further comprising:
accruing data relating to the redeemed offer, and
profiling the accrued data.
27. A method as set forth in claim 26 wherein the profile is selected from the group of a static profile, a persistent profile, and a dynamic profile.
28. A method as set forth in claim 21 wherein the offer is a consumer-specific offer.
29. A method as set forth in claim 21 wherein the step of electronically receiving an electronic offer from an offer distributor comprises:
providing a customer information tracking system operatively connected to the point of sale system, the customer information tracking system being enabled to collect buying behavior information associated with a customer;
collecting customer buying behavior information from the customer information tracking system;
providing the customer buying behavior information to the offer distributor in such a manner so as to allow the offer distributor to create terms for the electronic offer that match profiles of the customer buying behavior information.
30. The method of claim 29 wherein the customer buying behavior information comprises at least one of a date, a time, a checkout lane, an identification of a product purchased, a price paid for purchased product, a quantity of a product purchased, and a unique identifier associated with a customer.
31. A computer-readable medium having computer executable instructions for the method recited in claim 12.
32. (canceled)
33. A computer-readable medium having computer executable instructions for the method recited in claim 21.
34. (canceled)
35. The system of claim 1, wherein the plurality of electronic offers distributed by a plurality of different offer distributors utilizing a plurality of distribution methods and media comprises at least one of an in-store shopping device, a kiosk, a personal mobile data or voice communication device, a portable internet connection device or other electronic or printed media or communication device.
US12/273,953 2000-09-20 2008-11-19 Electronic offer management system and method therefor Abandoned US20090292606A1 (en)

Priority Applications (3)

Application Number Priority Date Filing Date Title
US09/665,790 US7076444B1 (en) 2000-09-20 2000-09-20 Electronic offer management system and method thereof
US11/438,969 US20060247972A1 (en) 2000-09-20 2006-05-23 Electronic offer management system and method thereof
US12/273,953 US20090292606A1 (en) 2000-09-20 2008-11-19 Electronic offer management system and method therefor

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US12/273,953 US20090292606A1 (en) 2000-09-20 2008-11-19 Electronic offer management system and method therefor
US13/082,182 US20120030004A1 (en) 2000-09-20 2011-04-07 Electronic Offer Management System and Method Thereof
US13/588,777 US20120310722A1 (en) 2000-09-20 2012-08-17 Electronic offer management system and method therefor

Related Parent Applications (1)

Application Number Title Priority Date Filing Date
US11/438,969 Continuation US20060247972A1 (en) 2000-09-20 2006-05-23 Electronic offer management system and method thereof

Related Child Applications (1)

Application Number Title Priority Date Filing Date
US13/082,182 Continuation US20120030004A1 (en) 2000-09-20 2011-04-07 Electronic Offer Management System and Method Thereof

Publications (1)

Publication Number Publication Date
US20090292606A1 true US20090292606A1 (en) 2009-11-26

Family

ID=24671587

Family Applications (5)

Application Number Title Priority Date Filing Date
US09/665,790 Active 2022-10-08 US7076444B1 (en) 2000-09-20 2000-09-20 Electronic offer management system and method thereof
US11/438,969 Abandoned US20060247972A1 (en) 2000-09-20 2006-05-23 Electronic offer management system and method thereof
US12/273,953 Abandoned US20090292606A1 (en) 2000-09-20 2008-11-19 Electronic offer management system and method therefor
US13/082,182 Abandoned US20120030004A1 (en) 2000-09-20 2011-04-07 Electronic Offer Management System and Method Thereof
US13/588,777 Abandoned US20120310722A1 (en) 2000-09-20 2012-08-17 Electronic offer management system and method therefor

Family Applications Before (2)

Application Number Title Priority Date Filing Date
US09/665,790 Active 2022-10-08 US7076444B1 (en) 2000-09-20 2000-09-20 Electronic offer management system and method thereof
US11/438,969 Abandoned US20060247972A1 (en) 2000-09-20 2006-05-23 Electronic offer management system and method thereof

Family Applications After (2)

Application Number Title Priority Date Filing Date
US13/082,182 Abandoned US20120030004A1 (en) 2000-09-20 2011-04-07 Electronic Offer Management System and Method Thereof
US13/588,777 Abandoned US20120310722A1 (en) 2000-09-20 2012-08-17 Electronic offer management system and method therefor

Country Status (3)

Country Link
US (5) US7076444B1 (en)
AU (1) AU9115001A (en)
WO (1) WO2002025553A2 (en)

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20100121701A1 (en) * 2008-11-13 2010-05-13 Loc Duc Nguyen System and method for uniquely identifying point of sale devices in an open payment network

Families Citing this family (26)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20040019560A1 (en) 1999-03-12 2004-01-29 Evans Scott L. System and method for debt presentment and resolution
WO2002095640A1 (en) * 2001-05-18 2002-11-28 Nikon Corporation Electronic shop providing method, site search method, and bulletin board providing method
CN1297913C (en) * 2001-05-18 2007-01-31 株式会社尼康 Method for providing bulletin board for placing image and method for providing electronic album service
EP1394710A4 (en) * 2001-05-18 2009-01-14 Nikon Corp Electronic shop customer registration method
US7962931B2 (en) * 2002-12-23 2011-06-14 Coupons.Com Incorporated Method and system for integrating television brand advertising with promotional marketing
US8521583B2 (en) 2003-12-26 2013-08-27 Valassis In-Store Solutions, Inc. Computerized management system for multi-chain promotions, and related audit system
CA2464860A1 (en) * 2004-04-22 2005-10-22 Ibm Canada Limited-Ibm Canada Limitee Transaction oriented conflict resolution
US20060085257A1 (en) * 2004-10-14 2006-04-20 Johnson Cynthia D A method for leveraging a company's brand
US7848978B2 (en) * 2004-10-19 2010-12-07 Apollo Enterprise Solutions, Inc. Enhanced transaction resolution techniques
US8510214B2 (en) * 2004-10-19 2013-08-13 Apollo Enterprise Solutions, Inc. System and method for resolving transactions
US9098855B2 (en) * 2006-05-23 2015-08-04 Intelligent Clearing Network, Inc. Intelligent clearing network
US9070133B2 (en) * 2006-05-23 2015-06-30 Intelligent Coupon Network, Llc Intelligent coupon network
US8386309B2 (en) * 2008-09-09 2013-02-26 Intelligent Clearing Network, Inc. Intelligent clearing network
US7970868B2 (en) * 2007-04-26 2011-06-28 Rakesh Garg Customizable, smart-tag based content delivery and notification system, program, and method for connecting entities on the world wide web
US7912751B1 (en) 2007-08-27 2011-03-22 Haytham Issa Allos System and method for customer loyalty system utilizing referrals
US8983862B2 (en) * 2008-01-30 2015-03-17 Toshiba Global Commerce Solutions Holdings Corporation Initiating a service call for a hardware malfunction in a point of sale system
US8029359B2 (en) * 2008-03-27 2011-10-04 World Golf Tour, Inc. Providing offers to computer game players
US9361636B2 (en) 2008-05-20 2016-06-07 Microsoft Technology Licensing, Llc Creating, managing, and provisioning packages of online applications
US20100223110A1 (en) * 2009-03-02 2010-09-02 Daniel Slavin Method and System for Delivering Offers to Users of Electronic Privilege Cards
US20100241490A1 (en) * 2009-03-19 2010-09-23 William John Purcell Evaluating extended supply chains
US8850328B2 (en) 2009-08-20 2014-09-30 Genesismedia Llc Networked profiling and multimedia content targeting system
US20100332307A1 (en) * 2009-06-25 2010-12-30 Parento Stephen A Rebate programs administered via payment processing system based on merchant-aggregated data
US8712839B2 (en) * 2010-05-18 2014-04-29 888Extramoney.Com, Llc System and method for managing a loyalty program via an association network infrastructure
US20130159051A1 (en) * 2011-12-15 2013-06-20 Sybase 365, Inc. System and Method for Enhanced Information Gathering
US20140180808A1 (en) 2012-12-22 2014-06-26 Coupons.Com Incorporated Generation and management of dynamic electronic offers
US20140244376A1 (en) * 2013-02-22 2014-08-28 Mastercard International Incorporated System and method for facilitating off-peak sales using a payment card network

Citations (12)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5502636A (en) * 1992-01-31 1996-03-26 R.R. Donnelley & Sons Company Personalized coupon generating and processing system
US5504675A (en) * 1994-12-22 1996-04-02 International Business Machines Corporation Method and apparatus for automatic selection and presentation of sales promotion programs
US5612868A (en) * 1984-07-18 1997-03-18 Catalina Marketing International, Inc Method and apparatus for dispensing discount coupons
US5774868A (en) * 1994-12-23 1998-06-30 International Business And Machines Corporation Automatic sales promotion selection system and method
US5855007A (en) * 1995-11-15 1998-12-29 Jovicic; Neboisa Electronic coupon communication system
US5907830A (en) * 1996-02-13 1999-05-25 Engel; Peter Electronic coupon distribution
US5970469A (en) * 1995-12-26 1999-10-19 Supermarkets Online, Inc. System and method for providing shopping aids and incentives to customers through a computer network
US5999914A (en) * 1996-10-16 1999-12-07 Microsoft Corporation Electronic promotion system for an electronic merchant system
US6009411A (en) * 1997-11-14 1999-12-28 Concept Shopping, Inc. Method and system for distributing and reconciling electronic promotions
US6014634A (en) * 1995-12-26 2000-01-11 Supermarkets Online, Inc. System and method for providing shopping aids and incentives to customers through a computer network
US6041308A (en) * 1996-09-04 2000-03-21 Priceline.Com Incorporated System and method for motivating submission of conditional purchase offers
US6041309A (en) * 1998-09-25 2000-03-21 Oneclip.Com, Incorporated Method of and system for distributing and redeeming electronic coupons

Family Cites Families (9)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5128520A (en) * 1989-08-11 1992-07-07 Spectra-Physics, Inc. Scanner with coupon validation
US5256863A (en) * 1991-11-05 1993-10-26 Comark Technologies, Inc. In-store universal control system
US6932270B1 (en) * 1997-10-27 2005-08-23 Peter W. Fajkowski Method and apparatus for coupon management and redemption
EP1833011A1 (en) * 1997-12-12 2007-09-12 E-Centives, Inc. Electronic couponing method and apparatus
CA2332342A1 (en) * 1998-05-19 1999-11-25 Merritt W. Dixon, Iii System, method and apparatus for coupon processing and booklet
US7085731B1 (en) * 1999-04-29 2006-08-01 Softcard Systems, Inc. Computer system configuration and method for a store
US6446045B1 (en) * 2000-01-10 2002-09-03 Lucinda Stone Method for using computers to facilitate and control the creating of a plurality of functions
US6401075B1 (en) * 2000-02-14 2002-06-04 Global Network, Inc. Methods of placing, purchasing and monitoring internet advertising
US7257545B1 (en) * 2000-07-26 2007-08-14 Hung Patrick Siu-Ying Configurable electronic redeemable coupon

Patent Citations (12)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5612868A (en) * 1984-07-18 1997-03-18 Catalina Marketing International, Inc Method and apparatus for dispensing discount coupons
US5502636A (en) * 1992-01-31 1996-03-26 R.R. Donnelley & Sons Company Personalized coupon generating and processing system
US5504675A (en) * 1994-12-22 1996-04-02 International Business Machines Corporation Method and apparatus for automatic selection and presentation of sales promotion programs
US5774868A (en) * 1994-12-23 1998-06-30 International Business And Machines Corporation Automatic sales promotion selection system and method
US5855007A (en) * 1995-11-15 1998-12-29 Jovicic; Neboisa Electronic coupon communication system
US5970469A (en) * 1995-12-26 1999-10-19 Supermarkets Online, Inc. System and method for providing shopping aids and incentives to customers through a computer network
US6014634A (en) * 1995-12-26 2000-01-11 Supermarkets Online, Inc. System and method for providing shopping aids and incentives to customers through a computer network
US5907830A (en) * 1996-02-13 1999-05-25 Engel; Peter Electronic coupon distribution
US6041308A (en) * 1996-09-04 2000-03-21 Priceline.Com Incorporated System and method for motivating submission of conditional purchase offers
US5999914A (en) * 1996-10-16 1999-12-07 Microsoft Corporation Electronic promotion system for an electronic merchant system
US6009411A (en) * 1997-11-14 1999-12-28 Concept Shopping, Inc. Method and system for distributing and reconciling electronic promotions
US6041309A (en) * 1998-09-25 2000-03-21 Oneclip.Com, Incorporated Method of and system for distributing and redeeming electronic coupons

Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20100121701A1 (en) * 2008-11-13 2010-05-13 Loc Duc Nguyen System and method for uniquely identifying point of sale devices in an open payment network
US8600881B2 (en) * 2008-11-13 2013-12-03 Visa International Service Association System and method for uniquely identifying point of sale devices in an open payment network

Also Published As

Publication number Publication date
US20120310722A1 (en) 2012-12-06
US20060247972A1 (en) 2006-11-02
US20120030004A1 (en) 2012-02-02
WO2002025553A2 (en) 2002-03-28
AU9115001A (en) 2002-04-02
US7076444B1 (en) 2006-07-11

Similar Documents

Publication Publication Date Title
Rabinovich et al. Physical distribution service quality in Internet retailing: service pricing, transaction attributes, and firm attributes
US6105001A (en) Non-cash transaction incentive and commission distribution system
US5537314A (en) Referral recognition system for an incentive award program
US5822735A (en) Focused coupon system
US8423401B2 (en) System and method for redeeming vouchers
AU753036B2 (en) System and method for establishing and managing subscription purchase agreements including commitments to purchase goods over time
US7356486B2 (en) System and method for administering promotions
AU2011232614B2 (en) Merchant configured advertised incentives funded through statement credits
JP4020973B2 (en) In-store point exchange system and method
US6865544B1 (en) Method of administering a rebate system
US20020026394A1 (en) Method and system of combined billing of multiple accounts on a single statement
US8180669B2 (en) Product recall using customer prior shopping history data
US20090043645A1 (en) Method and system for electronic distribution of product redemption coupons
US20030018530A1 (en) Systems and methods for facilitating group rewards
US8112359B2 (en) Pre-sale data broadcast system and method
US5875433A (en) Point of sale tax reporting and automatic collection system with tax register
US8856025B2 (en) Method and system for redeeming product marketing rebates
US20040210484A1 (en) Fraud deterred product and service coupons
US20040199422A1 (en) Consumer transaction-based marketing of goods and services
US20010034775A1 (en) Method, computer product and network system for receiving and placement processing of advertising information
US20030229540A1 (en) Rebate issuance and reconciliation systems and methods
US6415262B1 (en) Method and apparatus for determining a subscription to a product in a retail environment
US20020133424A1 (en) Apparatus and method for facilitating transactions
AU755875B2 (en) Method and system for distributing and reconciling electronic promotions
US9934495B2 (en) Integrated system and method for managing electronic coupons

Legal Events

Date Code Title Description
STCB Information on status: application discontinuation

Free format text: ABANDONED -- FAILURE TO RESPOND TO AN OFFICE ACTION

AS Assignment

Owner name: CLEO HOLDING CORPORATION, DELAWARE

Free format text: ASSIGNMENT OF ASSIGNORS INTEREST;ASSIGNOR:PRIVA TECHNOLOGIES, INC.;REEL/FRAME:029513/0249

Effective date: 20121220

AS Assignment

Owner name: COUPONS.COM INCORPORATED, CALIFORNIA

Free format text: ASSIGNMENT OF ASSIGNORS INTEREST;ASSIGNOR:CLEO HOLDING CORPORATION;REEL/FRAME:029725/0861

Effective date: 20130130

AS Assignment

Owner name: COUPONS.COM INCORPORATED, CALIFORNIA

Free format text: ASSIGNMENT OF ASSIGNORS INTEREST;ASSIGNOR:CLEO HOLDING CORPORATION;REEL/FRAME:034813/0886

Effective date: 20150123

AS Assignment

Owner name: QUOTIENT TECHNOLOGY INC., CALIFORNIA

Free format text: CHANGE OF NAME;ASSIGNOR:COUPONS.COM INCORPORATED;REEL/FRAME:037146/0874

Effective date: 20151006