WO2010045191A2 - Procédés et systèmes de notation de comportement de client - Google Patents

Procédés et systèmes de notation de comportement de client Download PDF

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Publication number
WO2010045191A2
WO2010045191A2 PCT/US2009/060441 US2009060441W WO2010045191A2 WO 2010045191 A2 WO2010045191 A2 WO 2010045191A2 US 2009060441 W US2009060441 W US 2009060441W WO 2010045191 A2 WO2010045191 A2 WO 2010045191A2
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WIPO (PCT)
Prior art keywords
customer
user
offer
value
score
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PCT/US2009/060441
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English (en)
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WO2010045191A3 (fr
Inventor
Ronnie Jack Garmon
Original Assignee
Vuelogic, Llc
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Filing date
Publication date
Priority claimed from US12/567,973 external-priority patent/US20100082438A1/en
Application filed by Vuelogic, Llc filed Critical Vuelogic, Llc
Publication of WO2010045191A2 publication Critical patent/WO2010045191A2/fr
Publication of WO2010045191A3 publication Critical patent/WO2010045191A3/fr

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce

Definitions

  • This invention relates generally to analyzing customer behavior and more specifically, to providing methods and systems for customer performance scoring.
  • cookies are strings of text sent from a web server to a client computer via the user's Internet browser program when the user accesses a website of interest.
  • the user's client computer sends the cookies back to the web server each time the user visits the website of interest.
  • Cookies have typically been used for authentication, session tracking, and conveying or maintaining certain information (personal and / or shopping cart) during a website visit.
  • cookies have limited functionality in tracking online customer performance, and in some instances, may be rejected by users or their respective Internet browser application programs, which causes some websites to have limited functionality or use during the users' visits.
  • a system and method can determine a customer performance score.
  • combining all of the relevant information about a particular consumer into a single alphanumeric score can provide an improved understanding of the particular customer's performance relative to some or all other customers.
  • the score also known in at least one embodiment as a PowerVueTM score, can be a micro-level targeting tool allowing a user to offer a relatively high level of personalization for customers' online experiences resulting in increased customer loyalty and revenue.
  • the method can include receiving user identification information. Based at least in part on the user identification information, a customer performance score can be determined. Based at least in part on the customer performance score, an offer to extend to an online user can be determined.
  • a method for determining a customer performance score can include based at least in part on a persistence attribute, determining at least one persistence factor. Further, the method can include based at least in part on a value attribute, determining at least one value factor. In addition, the method can include based at least in part on the at least one persistence factor and the at least one value factor, determining a customer performance score indicative of a customer's performance relative to other customers.
  • a system for providing an online offer can be provided.
  • the system can include a processor operable to receive user identification information; to determine a customer performance score based at least in part on the user identification information; and to determine an offer to extend to an online user based at least in part on the customer performance score.
  • a system for determining a customer performance score can be provided.
  • the system can include a processor operable to determine at least one persistence factor based at least in part on a persistence attribute; to determine at least one value factor based at least in part on a value attribute; and to determine a customer performance score indicative of a customer's performance relative to other customers based at least in part on the at least one persistence factor and the at least one value factor.
  • a method for receiving an online offer can be provided.
  • the method can include transmitting user identification information.
  • the method can also include receiving an online offer based at least in part on a customer performance score, wherein the customer performance score comprises at least one persistence component and at least one value component, the at least one persistence component and at least one value component based at least in part on user identification information.
  • the method can include transmitting an acceptance or decline of the online offer.
  • FIG. 1 is a flowchart illustrating one example method for customer performance scoring in accordance with an illustrative embodiment of the invention.
  • FIG. 2 is a flowchart illustrating one example method for providing an online offer in accordance with an illustrative embodiment of the invention.
  • FIG. 3 is a flowchart illustrating one example method for customer performance scoring and providing an online offer in accordance with an illustrative embodiment of the invention.
  • FlG. 4 is one example system according to an illustrative embodiment of the invention.
  • FIG. 5 is an example customer data record or file according to an illustrative embodiment of the invention.
  • FIG. 6 is an example attribute weighting table according to an illustrative embodiment of the invention.
  • FIG. 7 illustrates an example X and Y value computation according to an illustrative embodiment of the invention.
  • FIG. 8 iliustrates an example score computation according to an illustrative embodiment of the invention
  • FIG. 9 illustrates an example score distribution by block according to an illustrative embodiment of the invention.
  • FlG. 10 illustrates an example score implementation according to an illustrative embodiment of the invention.
  • FlG. 1 1 illustrates an example summary cross tab table according to an illustrative embodiment of the invention.
  • FIG. 12 illustrates an example score distribution according to an illustrative embodiment of the invention.
  • FIG. 13 illustrates another example score distribution according to an illustrative embodiment of the invention.
  • FIG. 14 illustrates another example score distribution according to an illustrative embodiment of the invention.
  • FIG. 15 is an example user interface for implementing a system and method in accordance with an illustrative embodiment of the invention.
  • ''user can be an administrative user who may be interested in the online behavior of other users interacting with a website or program associated with a customer performance scoring module and/or processor
  • user information used interchangeably throughout the specification, and are intended to identify any information associated with a user, member, or customer. Examples of such information can be used to uniquely identify a user, member, or customer, or otherwise characterize behavior of the user, member, or customer.
  • characteristics may be relatively simple as age or gender or may involve a complex statistical survey of the elements the segment or sub-segment of interest may have in common.
  • a system for providing a customer performance score can be provided.
  • the system can include a processor or scoring module operable to determine at least one persistence factor based at least in part on a persistence attribute. Further, the processor or scoring module can be operable to determine at least one value factor based at least in part on a value attribute. In addition, the processor or scoring module can be operable to determine a customer performance score indicative of a customer's performance relative to other customers based at least in part on the at least one persistence factor and the at least one value factor.
  • a system for providing an online offer can be provided. The system can include a processor or scoring module operable to receive user identification information.
  • the processor or scoring module can be operable to determine a customer performance score based at least in part on the user identification information.
  • the processor or scoring module can be operable to determine an offer to extend to an online user based at least in part on the customer performance score.
  • Certain methods and systems for customer performance scoring can be particularly useful for distinguishing between or otherwise marketing to particular customers, such as customers for online transactions.
  • certain embodiments of the invention can increase personalization of an online experience for particular customers, which can result in increased customer loyalty and enhanced online business revenues.
  • Tools provided by certain embodiments of the invention can permit certain users, such as administrative users, to analyze particular customer and market segments, and provide improved data for management and marketing decisions.
  • FIGs. 1 - 3 illustrate example methods according to various embodiments of the invention. Each of the methods can be implemented by a customer performance scoring system, for example, the system 400 shown in FIG. 4. In other embodiments, other similar methods can be implemented by the system 400 or similar system embodiments.
  • FlG. 1 illustrates a flowchart for one example method for customer performance scoring in accordance with an illustrative embodiment of the invention.
  • the method 100 begins at block 102, in which user identification information is received from at least one of the following: user input, or previously stored information from one or more data storage devices.
  • An example system such as the customer performance scoring system 400 in FIG. 4 described below can be utilized to collect or otherwise receive user identification information is received or otherwise collected from one or more users or customers.
  • user identification information can be collected or otherwise received from one or more users or customers via one or more client devices 414A - 414N of FIG. 4.
  • a scoring / offer transformation engine 402 and/or associated processor 406 can communicate with the one or more client devices 414A - 414N to receive the information.
  • This information may include, but is not limited to, some or all of the following: user identification or login identification, name, address, e-mail address, home phone number, work phone number, mobile phone number, date of birth or age. specific preference information date, time of sign on, time of sign off, pages visited, purchase data, purchase amount, purchased item or service, shipping method, shipping address data, clickthrough data, ad source, page subject, ad subject, clickthrough or ad date, ciickthrough or ad time, email response data, email date, email time, response data, response time, emaii subject / offer, promotional code, promotional code data, promotional code issue date, promotional code redemption date, promotional code item(s) redeemed, connections ( invitation) data, connection ID, extended date, extended time, extended accepted date, extended accepted time, extended rejected date, extended rejection time, received date, receive time, received accepted date, received accepted time, received rejected date, and received rejection time.
  • An example customer data file or record is i ⁇ lustrated in FJG. 5 described below.
  • a website or a collection of one or more webpages or other electronic forms hosted by the scoring / offer transformation engine 402 and/or associated processor 406 can facilitate customer purchases of goods and/or services.
  • certain user identification information can be collected or otherwise received from the customers,
  • a loyalty or registration process can be implemented to require or otherwise encourage customers to register in order to purchase goods and/or receive services from the website or collection of one or more webpages or electronic forms or at a retail store point of sale system (POS).
  • POS point of sale system
  • a ''Member Center can be setup on a website as a homepage or gateway for customers to register and log-in each time he or she visits the website or collection of one or more webpages or electronic forms.
  • POS point of sale system
  • a customer can provide certain information to uniquely identify himself or herself, and this information can be stored and maintained by the Member Center. This information may include some or all of the information described above. In any instance, the information can be stored in an associated data storage device, such as a database 410 of FIG. 4, as a unique data file or record for each individual customer, and stored for subsequent retrieval and/or processing.
  • a retail store point of sale system may capture identification information such as phone number: drivers license number or name and address information that may uniquely identify the user or individual.
  • identification information such as phone number: drivers license number or name and address information that may uniquely identify the user or individual.
  • a phone number may be requested and entered as a component of the POS transaction to uniquely identify the user or individual, and this information can be stored and maintained by the Member Center.
  • This information may include some or all of the information described 5 above.
  • the information can be stored in an associated data storage device, such as database 410 of FIG. 4, as a unique data file or record for each individual user or customer, and stored for subsequent retrieval and/or processing.
  • user identification information can be stored in one or more data files or records stored in a data storage device such as database 410 in FIG. 4.
  • Previously stored or collected user identification information can be extracted from the data files or records, and may be combined with other previously stored or collected user identification information in other data files or records from other data storage devices or databases.
  • the user identification information can be standardized in a common record format, edited for errors in format and content, and loaded
  • block 102 is followed by block 104, in which a value attribute and a persistence attribute are determined based at least in part on the user identification information.
  • one or more value attributes or X values can be determined by the scoring / offer transformation engine 402 and/or associated 0 processor 406 of FIG. 4 based at least in part on user identification information.
  • one or more persistence attributes or Y values can be determined by the scoring / offer transformation engine 402 and/or associated processor 406 based at least in part on the user identification information. Any number of rules, criteria, filters, or logic can be used to determine value attributes and persistence attributes from a particular set of user information. 5 Example value attributes and persistence attributes are shown in FIG. 7 described below.
  • value attributes can include, but are not limited to, some or all of the following:
  • Purchase Amount - Dollar amount of purchases (net of returns and allowances) made by a user or member over the observed time period.
  • Number of Purchases - Number of purchase transactions (measured as completed shopping cart check outs) made by a user or member over the observed time period.
  • Number of Items Purchased - Number of items purchased (net of returns and allowances) by a user or member over the observed time period.
  • persistence attributes can include, but are not limited to, some or all of the following:
  • Referrals/ Invites Extended - Number of referrals or invitations extended by a user or member over the observed time period referrals / Invites Accepted - Number of referrals or invitations extended by a user or member that have been accepted by the invitee over the observed time period.
  • Referral / Invite Acceptance Percentage The percentage of referral or invitations accepted over the observed time period.
  • Block 104 is followed by block 106, in which at least one persistence factor is determined based at least in part on one or more persistence attributes.
  • at least one persistence factor can be determined by the scoring / offer transformation engine 402 and/or associated processor 406 of FlG. 4.
  • determining at least one persistence factor can include weighting a persistence attribute.
  • Block 106 is followed by block 108, in which at least one value factor is determined based at least in part on one or more value attributes.
  • at least one value factor can be determined by the scoring / offer transformation engine 402 and/or associated processor 406 of FIG. 4.
  • Example weightings of several value attributes and persistence attributes are shown in FIGs. 6 and 7 described below.
  • determining at least one value factor can include weighting a value attribute.
  • Block 108 is followed by block 1 10, in which a customer performance score indicative of a customer's performance relative to other customers is determined based at least in part on the at least one persistence factor and the at least one value factor.
  • a customer performance score or other score can be determined by the scoring / offer transformation engine 402 and/or associated processor 406 of FlG. 4 based at least in part on the at least one persistence factor and the at least one value factor.
  • the customer performance score or other score can depict the relative value of an individual customer compared to some or all other customers.
  • An example customer performance score calculation is shown in FIG. 8 described below.
  • determining a customer performance score can include combining at least one persistence factor with at least one value factor.
  • Block 1 10 is followed by block 1 12, in which an offer is provided to the online user based at least in part on the customer performance score.
  • an offer is provided to the online user based at least in part on the customer performance score.
  • the scoring / offer transformation engine 402 and/or associated processor are included in block 1 12, in which an offer is provided to the online user based at least in part on the customer performance score.
  • providing an offer can include comparing the customer performance score against a plurality of predetermined scores and corresponding offers; and upon matching at least one of the plurality of predetermined scores, selecting at least one of the plurality of corresponding offers. For instance, as shown in FIG. 10 described below, a customer's customer performance score or other score can be used in a score table to reference a predetermined offer. Upon lookup of a corresponding offer based at least in part on the customer's customer performance score or other score, the offer can be transmitted or otherwise provided to a user such as an online user.
  • a user or customer such as 416 in FIG. 4 can transmit an indication of acceptance or decline of the offer via an associated client device such as 414A.
  • the scoring / offer transformation engine 402 and/or associated processor 406 of FIG. 4 can store the indication as user identification information in a data storage device such as database 410. Such information can be subsequently used for determining subsequent offers to be transmitted to the same user or other users. For example, the indication of an acceptance or decline of a particular offer or offers may be used as an attribute that is included in subsequent model calculations.
  • Block 1 12 is followed by optional block 1 14.
  • an output comprising a distribution of one or more offers provided to online users wherein the distribution is based on at least one of the following: customer performance score, volume, or revenue.
  • the scoring / offer transformation engine 402 and/or associated processor 406 of FIG. 4 can generate art output with a distribution of offers.
  • generating an output can include outputting a suitable distribution via a graphical interface to a certain user, such as an administrative user shown as 417 in FIG. 4.
  • a graphical interface can display a graph with a score distribution of the number of observations versus customer performance score to an administrative user.
  • Other example outputs according to certain embodiments are illustrated in FlGs.
  • FIG. 15 An interactive user interface can present any number of options to an administrative user for viewing and purchasing selected distributions.
  • the method 100 may end following block 1 14.
  • FIG. 2 illustrates a flowchart with an example method for providing an online offer in accordance with an illustrative embodiment of the invention.
  • the method 200 may begin at block 202, in which user identification information is received.
  • user identification information can be received from a user operating a client device such as 414A - 414N in FIG. 4.
  • client device such as 414A - 414N in FIG. 4.
  • An example customer data file or record containing user identification information is shown in
  • receiving user identification information can include receiving previously stored user information from one or more data storage devices.
  • user identification information can be received from a database such as 410 in FIG.
  • Block 202 is followed by block 204, in which a customer performance score is determined based at least in part on the user identification information.
  • a customer performance score can be determined by a scoring / offer transformation engine 402 and/or associated processor 406 as shown in FIG. 4, FIG. 8 provides an example score value computation according to an embodiment of the invention.
  • determining a customer performance score can include determining at least one persistence attribute based at least in part on the user identification information; determining at least one value attribute based at least in part on the user identification information; and combining the at least one persistence attribute with the at least one value attribute.
  • the scoring / offer transformation engine 402 and/or associated processor 406 as shown in FlG. 4 can determine the customer performance score as described above.
  • Block 204 ts followed by block 206, in which an offer to extend to an online user is determined based at least in part on the customer performance score.
  • a suitable offer can be determined by the scoring / offer transformation engine 402 and/or associated processor 406 as shown in FIG. 4.
  • determining an offer to extend to an online user can include comparing the customer performance score against a plurality of predetermined scores and corresponding offers; and upon matching at least one of the plurality of predetermined scores, selecting at least one of the plurality of corresponding offers.
  • the scoring / offer transformation engine 402 and/or associated processor 406 as shown in FlG. 4 can determine the offer as described above.
  • FIG 10 described below provides an example offer table according to an embodiment of the invention.
  • Block 206 is followed by block 208, in which the offer is transmitted to the online user.
  • the offer can be transmitted to the online user by the scoring / offer transformation engine 402 and/or associated processor 406 as shown in FIG. 4.
  • a user or customer such as 416 in FIG. 4 can transmit an indication of acceptance or decline of the offer via an associated client device such as 414A.
  • the scoring / offer transformation engine 402 and/or associated processor 406 of FIG. 4 can store the indication as user identification information in a data storage device such as database 410. Such information can be subsequently used for determining subsequent offers to be transmitted to the same user or other users.
  • Block 208 is fol ⁇ owed by optional block 210, in which an output comprising a distribution of one or more offers provided to online users is generated wherein the distribution is based on at least one of the following: customer performance score, volume, or revenue.
  • generating an output can include outputting a suitable distribution via a graphical interface to a certain user, such as an administrative user shown as
  • an output can be provided by the scoring / offer transformation engine 402 and/or associated processor 406 as shown in FlG. 4.
  • FlGs. 13, 14, and 15, described below, provide example outputs in accordance with certain embodiments of the invention.
  • the method 200 may end following block 210.
  • FIG. 3 illustrates a data flow for an example method for customer performance scoring and providing an online offer in accordance with an illustrative embodiment of the invention.
  • the method 300 may begin at block 302, in which user identification information is received from a customer or user.
  • user identification information can be received from a user operating a client device such as 414A - 4 HN in FIG. 4.
  • Block 302 is followed by block 304, in which some or all of the user identification information is stored.
  • some or all of the user identification information can be stored by a scoring / offer transformation engine 402 and/or associated processor 406 of FIG. 4 in one or more data storage devices such as database 410.
  • Block 304 is followed by block 306, in which user identification information is extracted from at least one data storage device.
  • user identification information is extracted from at least one data storage device.
  • some or all of the previously stored user identification information can be extracted from the database 410 by the scoring / offer transformation engine 402 and/or associated processor 406.
  • Block 306 is followed by block 308, in which the extracted user identification information is transformed into a suitable processing data structure or table.
  • a suitable processing data structure or table For example, in the embodiment shown in F ⁇ G, 3, some or all of the extracted user identification information can be formatted by the scoring / offer transformation engine 402 and/or associated processor 406 in a table or other similar data structure such as the example table format illustrated in FIG. 5 described below.
  • Block 308 is followed by block 310, in which at least one data summation is generated based at least in part on at least some of the extracted user identification information.
  • selected user identification information can be summarized by the scoring / offer transformation engine 402 and/or associated processor 406 over one or more predefined time periods. For instance, as shown in a summary cross tab table in FIG.
  • some or all extracted user identification information can be summarized by customer and at least one observed time period including, but not limited to, the following time periods: daily, weekly (Sunday to Saturday), bi-weekly (two contiguous weeks), monthly (as defined by the Julian Calendar), bi-monthly (two contiguous months), quarterly (three contiguous months - January to March, April to June, July to September and October to December), semi-annual (six contiguous months - January to June and July to December), annual (as defined by the Julian Calendar), and bi-Annual (two contiguous annual periods).
  • daily information can be stored and maintained for a certain minimum time, such as 395 days.
  • the data for a particular attribute / member can summarized into each of the relatively larger time periods.
  • the weekly file can be maintained for a certain minimum time, such as 58 weeks
  • the monthly file can be maintained for a certain minimum time, such as 14 months
  • the annual file can be maintained for a certain minimum time, such as 3 years.
  • Block 310 is followed by block 312, in which the at least one data summation and at least some of the extracted user identification information are input to a model, such as a scoring / order transformation engine.
  • a model such as a scoring / order transformation engine.
  • the data summation and extracted user identification information can be input to the scoring / offer transformation engine 402 and/or associated processor 406 for further processing.
  • Block 312 is followed by block 314, in which one or more interim / observed values are determined.
  • an "attribute observed value" can be computed by the scoring / offer transformation engine 402 and/or associated processor 406 of
  • FIG. 4 by aggregating all data captured for a certain observed attribute over a particular observed time period.
  • one measure of the aggregation can be an element of time such as in seconds.
  • another measure of the aggregation can be monetary such as in the currency the transaction is transacted in.
  • yet another measure of the aggregation may be neither time nor monetary, and may be in other suitable units of measure.
  • Block 314 is followed by block 316, in which one or more attribute ordinal values are determined.
  • an "attribute ordinal value" can be the relative position of the attribute observed value within a predefined attribute domain range.
  • the attribute ordinal value can be determined by the scoring / offer transformation engine 402 and/or associated processor 406 of FIG. 4 by subtracting the minimum value in the attribute domain range from the attribute observed value and dividing the difference by the difference in the maximum and minimum attribute domain range values. The result can be multiplied by about 10 to obtain an ordinal value between about 0 and about 10.
  • An example X and Y value computation in FIG. 7 described below shows example attribute ordinal values.
  • Block 316 is followed by block 318, in which one or more attribute weighted ordinal values are determined.
  • each attribute ordinal value can be weighted by the scoring / offer transformation engine 402 and/or associated processor 406 of FIG. 4 based on its relative importance to the other attributes being measured in the X and/or Y computation.
  • An example attribute weighting table such as FIG. 6 described below can maintain or otherwise provide certain predefined weights for each attribute.
  • the scoring / offer transformation engine 402 and/or associated processor 406 can multiply the attribute ordinal value by the attribute weight from the attribute weighting table, and divide by the sum of the attribute weights to obtain a result known as the attribute weighted ordinal value.
  • An example X and Y value computation illustrating example attribute weighted ordinal values is shown in FJG. 7 described below.
  • weighting can be generic (for instance, across all sites in a particular captured universe), industry-specified or specific (for instance, all sites in an industry four digit SIC level), or site specific (for instance, for a single specified site) depending on a need.
  • Block 318 is followed by block 320, in which one or more X-Y coordinates are determined.
  • a Y value can be determined by the scoring
  • X value can be determined by the scoring / offer transformation engine 402 and/or associated processor 406 by summing the attribute weighted ordinal value for some or all of the value attributes. ⁇ n example X and Y value computation is shown in FlG. 7 described below.
  • Block 320 is followed by block 322, in which one or more attribute domain ranges are determined.
  • an initial measure can be established the scoring / offer transformation engine 402 and/or associated processor 406 of FlG. 4 by- determining the median and standard deviation of the value being measured. For example, three (3) standard deviations from either side of the median or mean can constitute the "attribute domain range" or boundaries of measurement provided that the attribute domain range may not exceed the greatest observed value nor be less than the least observed value. Any observations outside the attribute domain range can be assigned the maximum or minimum value of the attribute domain range closest to the observed value.
  • Block 322 is followed by block 324, in which a customer performance score is determined.
  • the scoring / offer transformation engine 402 and/or associated processor 406 of FIG. 4 can multiply the Y value by the Y Score Weight (WEIGHTED Y).
  • the X value can be multiplied by the X Score Weight (WEIGHTED X).
  • the WEIGHTED Y can then be added to the WEIGHTED X (XY SUM).
  • the Y value can be multiplied by the X vai ⁇ e (XY MULTIPLE).
  • the Y Score Weight and X Score Weight (SCORE WEIGHT DIVISOR) can be added together.
  • XY SUM can be multiplied by XY MULTIPLE, and the result divided by SCORE WEIGHT DIVISOR and rounded to the nearest whole number.
  • an example customer performance score can be determined by the example equation:
  • Block 324 is followed by block 326, in which block code is generated.
  • the scoring / offer transformation engine 402 and/or associated processor 406 of FIG. 4 can utilize the customer performance score in conjunction with certain XY coordinates to create a combined score.
  • a block code or letter representing the respective block in which the XY coordinate resides can be appended to the customer performance score or score resulting in, for instance, a five (5) digit alphanumeric code or combined score.
  • Block 326 is followed by block 328, in which a score and/or associated data is output.
  • the scoring / offer transformation engine 402 and/or associated processor 406 of FlG. 4 can output a score and/or associated data, such as a block code or customer performance score, for various uses, such as providing an online offer to a customer.
  • a score and/or combined score can be output as shown in FIG. 8 described below.
  • Block 328 is followed by block 330 in which the score is used to determine an offer for the customer.
  • the scoring / offer transformation engine 402 and/or associated processor 406 can use the score to determine one or more offers.
  • An offer table such as illustrated in FIG. 10 described below, can provide any number of differing or similar offers to a particular customer based on the customer's value contribution. In this manner, some or all of the offers can either maintain or enhance customer satisfaction for relatively high value customers or otherwise induce additional transactions by marginal or relatively low value customers.
  • Block 330 is followed by block 332 in which at least one offer is transmitted to the customer.
  • the scoring / offer transformation engine 402 and/or associated processor 406 can transmit at least one offer, determined for a particular customer, to the customer of interest.
  • a customer can receive the offer via a client device, such as 414A - 414N in FlG. 4,
  • a user or customer such as 416 in FIG, 4 can transmit an indication of acceptance or decline of the offer via an associated client device such as 414A.
  • the scoring / offer transformation engine 402 and/or associated processor 406 of FIG. 4 can store the indication as user identification information in a data storage device such as database 410. Such information can be subsequently used for determining subsequent offers to be transmitted to the same user or other users.
  • the method 300 may end following block 332.
  • FIG. 4 is a perspective view of one example of a system in accordance with an embodiment of the invention.
  • FIG. 4 illustrates an example system for customer performance scoring.
  • a system 400 shown in FIG. 4 can implement an associated process, such as ⁇ 00 in FlG. I 5 utilizing a scoring / offer transformation engine, such as 402.
  • the system 400 can implement other processes described herein, for instance, processes shown and described with respect to FIGs. 2 and 3.
  • the scoring / offer transformation engine 402 shown in FIG. 4 can be a set of computer-executable instructions stored in a memory, such as 404, and operable to execute via a processor, such as 406.
  • the scoring / offer transformation engine 402, memory 404, and processor 406 can be located at or otherwise accessible via a processor-based device such as a computer server or server device, for instance 408.
  • a database 410 or other data storage device can be in communication with the server device 408, and can be electronically accessed by the server device 408 either through a network 412 or by direct communication. Any number of other processor-based devices or server devices can also be in communication with the network 412.
  • client devices such as 414A - 414N, 415A- 415N can communicate with the scoring / offer transformation engine 402 and server 408.
  • a user or customer such as 416
  • a user or administrative user such as 417
  • Each client device 414A - 414N, 415A - 415N can include a respective memory 418A - 418N, 419A - 419N and processor 420A - 420N, 421 A - 421 N and in certain instances, may include computer-executable instructions 422A - 422N, 423A - 423N similar to those of the scoring / offer transformation engine 402.
  • each of the client devices 414A - 414N, 415A - 415N can include an associated output device, such as a display 424A - 424N, 425A - 425N, for outputting one or more offers and/or presentations or graphical interfaces generated by the scoring / offer transformation engine 402.
  • Each client device 414A - 414N, 415A - 415N can be a computer or processor-based device capable of communicating with the communications network 412 via a signal, such as a wireless frequency signal or a direct wired communication signal.
  • 414N, 415A - 415N may also comprise a number of other external or internal devices such as a mouse, a CD-ROM, DVD, a keyboard, a display, printer, printing device, output display, display screen, a tactile device, a speaker, mobile phone, TV set top box or other input or output devices.
  • a client device such as 414A can be in communication with an output device via a communication or input/output interface. Examples of client devices
  • 414A - 414N, 415A - 415N are personal computers, mobile computers, handheld portable computers, digital assistants, personal digital assistants, cellular phones, mobile phones, smart phones, pagers, digital tablets, desktop computers, laptop computers, Internet appliances, and other processor-based devices.
  • a client device such as 414A
  • Client devices 414A - 414N may be any type of processor-based platform that is connected to a network, such as 412, and that interacts with one or more application programs.
  • 415A - 415N may operate on any operating system capable of supporting a browser or browser-enabled application such as 424A - 424N, 425A - 425N including, but not limited to, Microsoft Windows®, Apple OSXTM, and Linux.
  • the client devices 414A - 414N, 415A - 415N shown include, for example, personal computers executing a browser application program such as Microsoft Corporation's Internet ExplorerTM, Netscape Communication Corporation's Netscape NavigatorTM, and Apple's SafariTM, and Moziila FirefoxTM.
  • suitable client devices can be standard desktop personal computers with Intel x86 processor architecture, operating a Microsoft® Windows® operating system, and programmed using a Java language.
  • Server 408 each depicted as a single computer system, may be implemented as a network of computer processors. Examples of suitable servers are server devices, mainframe computers, networked computers, a processor-based device, and similar types of systems and devices.
  • Suitable processors for client devices 414A - 414N, 415A - 415N, and a server 408 may comprise a microprocessor, an ASIC, and state machines.
  • Example processors can be those provided by Intel Corporation and Motorola Corporation.
  • Such processors comprise, or may be in communication with media, for example computer-readable media, which stores instructions that, when executed by the processor, cause the processor to perform the elements described herein.
  • Embodiments of computer-readable media include, but are not limited to, an electronic, optical, magnetic, or other storage or transmission device capable of providing a processor, such as the processors 406, 420A - 420N, 42 IA - 42 IN, with computer-readable instructions.
  • suitable media include, but are not limited to, a floppy disk, CD-ROM, DVD, magnetic disk, memory chip, ROM, RAM, a configured processor, al! optical media, all magnetic tape or other magnetic media, or any- other medium from which a computer processor can read instructions.
  • various other forms of computer-readable media may transmit or carry instructions to a computer, including a router, private or public network, or other transmission device or channel, both wired and wireless.
  • the instructions may comprise code from any computer-programming language, including, for example, C, C++, C#, Visual Basic, Java, Python, Perl, and JavaScript.
  • the network 412 shown in FIG. 4 can be, for example, the Internet.
  • the network 412 can be a wireless communications network capable of transmitting both voice and data signals, including image data signals or multimedia signals.
  • Other types of communications networks including local area networks (LAN), wide area networks (WAN), a public switched telephone network, or combinations thereof can be used in accordance with various embodiments of the invention.
  • Any number of users can interact with a respective client device, such as 414A - 414N, 415A - 415N, via any number of associated input and output devices such as an output display device, keyboard, tactile device, speaker, and a mouse.
  • a user 416, 417 can access one or more presentations, graphical interfaces, or webpages 426 located on or otherwise generated by a server, such as 408.
  • a website server application program such as 428
  • an Internet browser application program such as 424A, 425A operating on a client device, such as 414A, 415A.
  • any number of data storage devices such as one or more databases, for instance 410, can store any number of files or records containing user identification data 430, summary tables containing certain extracted user identification data and predefined attributes 432, attribute weighting tables containing selected attributes or factors and respective weights 434, scoring distribution tables 436, block code tables 438, and offer tables 440.
  • a scoring / offer transformation engine 402 and/or associated processor 406 can transform a user's input into one or more suitable information formats and/or tables, and further transform certain user identification information into a customer performance score or other score.
  • a score can be used to facilitate or otherwise provide one or more offers to an online user.
  • the technical problem of transforming disparate user information into useful data to distinguish one user or customer from some or ali other users or customers can be solved by transforming such information into a single customer performance score or other score for use in targeting the user with particular offers of potential interest.
  • Such offers can maintain or enhance customer satisfaction for certain relatively high value customers and can induce or encourage additional transactions with marginal or relatively low value customers. In certain instances.
  • comparing scores derived from different observed time periods can also be used to determine performance trends which can indicate the increasing or decreasing value of a particular customer or sub-segment of interest.
  • the velocity or magnitude of change over an observed time period can defines the relative stability and/or predictability of the customer or sub- segment of interest.
  • FIG. 5 is an example customer data record or file according to an illustrative embodiment of the invention.
  • the customer data record 500 can include any number of data elements 502 with respective defined formats 504, and a description 506 of the data elements and/or format.
  • the data elements 502 can include, but are not be limited to, various user identification information such as user identification or login identification, name, address, e- mail address, home phone number, work phone number, mobile phone number, date of birth or age, specific preference information date, time of sign on, time of sign off, pages visited, purchase data, purchase amount, purchased item or service, shipping method, shipping address data, clickthrough data, ad source, page subject, ad subject, ciickthrough or ad date, cUckthrough or ad time, email response data, email date, email time, response data, response time, email subject / offer, promotional code, promotional code data, promotional code issue date, promotional code redemption date, promotional code item(s) redeemed, connections ( invitation) data, connection ID.
  • the formats 504 can include, but are not limited to, date format, time format, currency format, SKU number format, yes/no format, or other alphanumeric formats.
  • the description 506 of the data elements and/or format can include, but is not limited to, ranges for data elements 504, or other data describing data elements and/or format. Other suitable embodiments of a customer data record or file can include these or other components.
  • FlG. 6 is an example attribute weighting table according to an illustrative embodiment of the invention.
  • the attribute weighting table 600 can include any number of attributes 602, and as needed, any number of certain weights 604 can be assigned according to particular categories an attribute may be associated with. For instance, the weighting may be generic
  • an attribute weighting table, weights, and categories can include these or other components.
  • FIG. 7 illustrates an example X and Y value computation according to an illustrative embodiment of the invention.
  • the example computation 700 includes one or more value attributes, or X values 702, and one or more persistence attributes, or Y values 704, with corresponding attribute ordinal values 706, attribute weights 708, and weighted attribute ordinal values 710 being determined or otherwise assigned to the respective values 702, 704.
  • a X value 712 and a Y value 714 for a particular set of value attributes, such as 702, and persistence attributes, such as 704, can be determined.
  • Other suitable embodiments of a value computation can include these or other components.
  • FlG. 8 illustrates an example score computation according to an illustrative embodiment of the invention.
  • the example computation 800 includes a previously determined Y value, such as 714 from FIG. 7. a previously determined X value, such as 712, a Y score weight 802, and a X score weight 804.
  • a weighted Y value 806 is determined using Y value 714 and Y score weight 802, and a weighted X value 808 is determined using the X value 712 and X score weight 804.
  • An XY sum 810 and XY multiple 812 are determined using the weighted Y value 806 and weighted X value 808.
  • a score weight divisor 814 can be determined using the Y score weight 802 and X score weight 804.
  • a score 816 can be determined.
  • Other suitable embodiments of a score computation can include these or other components.
  • a previously determined score block such as D 908 from FiG. 9, can be used with the score 816 to determine a combined score, such as 0140D 818.
  • FIG. 9 illustrates an example score distribution by block according to an illustrative embodiment of the invention.
  • a customer performance score or other score can depict an aggregated sub-segment of a particular customer set.
  • One relative value can be depicted as a point (XY coordinate) within, for instance, a nine (9) block grid 900 on a two-dimensional XY graph as an absolute score or a combination of the two.
  • the Y values 902 can represent the persistence of the customer or sub-segment of customers and the X values 904 can represent the monetary value of the customer or sub-segment of customers.
  • the customer performance score 906 or other score can depict the relative value of a customer along, for instance, a 1000 point scale.
  • the customer performance score or other score can be followed by a XY coordinate block assignment, such as D 908, to compose a combined score as shown as 818 in FlG. 8.
  • Other suitable embodiments of a score distribution can include these or other components.
  • the grid 900 can be a square-shaped box with a maximum X ordinal value of, for instance, 10, a maximum Y ordinal value of, for instance, 10, a minimal X ordinal value of, for instance, 0, and a minimal Y ordinal value of, for instance, 0.
  • the grid 900 is shown subdivided into 9 sub-boxes by drawing horizontal or vertical lines (dependent on the axis) at the approximate values of 3.333 and 6.667.
  • the sub-boxes are labeled, for example, ⁇ to I and each of the sub-box boundaries are defined as depicted in FIG. 9.
  • the example letter codes of A to I can be appended to each numeric score based on the X and Y coordinates for a particular observation. If the X:Y coordinate is within the boundaries of the sub-box, is the X: Y coordinate can be assigned the respective letter code of the sub-block.
  • FlG. 10 illustrates an example score implementation according to an illustrative embodiment of the invention.
  • table 1000 shown in FIG. 10 also known as an offer table
  • various score ranges 1002 and block codes 1004 can be aligned to create a grid with respective offers 1006 in one or more grid zones.
  • each offer 1006 may be a code, such as "10D' " , that corresponds to other details 1008 regarding the offer, such as * '10% Discount - Current Order.”
  • Other suitable embodiments of a score implementation can include these or other components.
  • FIG. 1 1 illustrates an example summary cross tab table according to an illustrative embodiment of the invention.
  • table 1 100 shown in FlG. 1 also known as a summary table, certain user identification information 1102 can be summarized for a particular attribute, such as "Attribute 1 " 3 104.
  • Such information 1 102 can be collected or otherwise extracted from one or more data files or records, and organized by a predefined grouping
  • a summary cross tab table can include these or other components.
  • FIGs. 12 - 15 illustrate various outputs, webpages, and other graphical interfaces for use by certain users, such as an administrative user shown as 417 in FIG. 4.
  • FlG. 12 illustrates an example score distribution according to an illustrative embodiment of the invention.
  • a distribution 1202 of observations (X-axis 1204) is shown against scores (Y-axis 1206).
  • Other suitable embodiments of a score distribution can include these or other components.
  • FIGs. 13 and 14 illustrate other example score distributions according to an illustrative embodiment of the invention.
  • one or more webpages and associated presentations with such distributions can be output from a scoring / offer transformation engine, such as 402, and/or an associated processor, such as 406. of FIG. 4.
  • a scoring / offer transformation engine such as 402
  • an associated processor such as 406. of FIG. 4.
  • a third dimension can graphically depict the relative size of various sub-segments of interest, shown as different size bubbles 1302, 1402 on the respective XY graphs of FIGs. 13 and 14.
  • respective grids 1300, 1400 can depict relative placement of each performance measure, for instance, persistence and value.
  • Each grid 1300, 1400 includes, for instance, nine (9) block equilateral grids in a three block by three block configuration to further depict the relative placement of each performance measure. Adjacent to or under the scoring model various XY coordinates can represent the same score. The placement of the XY coordinate within the nine block grid can further discriminate between the character and behavior of a particular customer or sub-segment, such as based on volume in FlG. 13 and based on revenue in FIG. 14. In this manner, specific customer management strategies can be devised and implemented for each block to further define how to manage customer interaction.
  • comparing customer performance scores derived from one or more different observed time periods can provide data for another graphical user interface displaying a performance time trend.
  • increasing or decreasing relative value of a customer or sub-segment can be observed.
  • the velocity or magnitude of a change in customer performance score over a particular time period can define the relative stability and predictability of the particular customer or sub-segment of interest.
  • FIG. 15 illustrates an example user interface for implementing a system and method in accordance with an illustrative embodiment of the invention.
  • the interface 1500 can include any number of analytical tools and user options to analyze some or all customers using the system, such as the customer performance score system 400 in FIG. 4.
  • an administrative user such as 417 in FIG. 4 may want to analyze certain customers having a particular range of customer performance scores over a predefined range of dates.
  • an administrative user may want to analyze different distributions of scores for a selected group of customers, such as based on gender, race, age, demographic, location, or any number of other common characteristics.
  • particular groups and/or analyses of interest can be stored by the system 400 for subsequent retrieval.
  • an administrative user such as 417 may generate target lists and/or marketing plans using selected customers. Marketing campaigns can be executed relatively quicker and more efficiently using such information.
  • an administrative user may be charged a fee by a host entity based on the number of customers and/or corresponding records selected and/or analyzed.
  • certain computer program instructions may be loaded onto a marketing computer or processor to create a special purpose marketing computer or processor.
  • Such computer program instructions may also be stored in a computer-readable memory that can direct a computer or other programmable data processing apparatus to function in a particular manner, such that the instructions stored in the computer-readable memory produce an article of manufacture including instruction means that implement the function specified in the block or blocks.

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Abstract

L'invention porte sur des procédés et des systèmes de notation de comportement de client. Dans un mode de réalisation, un procédé et un système de notation de comportement de client peuvent comprendre la réception d'informations d'identification d'utilisateur. Sur la base au moins en partie des informations d'identification d'utilisateur, une notation de comportement de client peut être déterminée. Sur la base d'au moins en partie de la notation de comportement de client, une offre devant être présentée à un utilisateur en ligne peut être déterminée.
PCT/US2009/060441 2008-10-13 2009-10-13 Procédés et systèmes de notation de comportement de client WO2010045191A2 (fr)

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US10494108P 2008-10-13 2008-10-13
US61/104,941 2008-10-13
US12/567,973 US20100082438A1 (en) 2008-10-01 2009-09-28 Methods and systems for customer performance scoring
US12/567,973 2009-09-28

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EP3014564A4 (fr) * 2013-06-28 2016-12-07 Healthtap Inc Systèmes et procédé pour évaluer et sélectionner un professionnel de soins de santé

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WO2004111771A2 (fr) * 2003-06-02 2004-12-23 Google, Inc. Distribution de publicites par l'intermediaire d'informations de requete d'utilisateur et d'informations d'utilisateur
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WO2004111771A2 (fr) * 2003-06-02 2004-12-23 Google, Inc. Distribution de publicites par l'intermediaire d'informations de requete d'utilisateur et d'informations d'utilisateur
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US9029409B2 (en) 2011-04-30 2015-05-12 Abbvie Inc. Isoxazolines as therapeutic agents
EP3014564A4 (fr) * 2013-06-28 2016-12-07 Healthtap Inc Systèmes et procédé pour évaluer et sélectionner un professionnel de soins de santé
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