Audience-Based Document Generation System for Targeted Communications

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Solution Overview

Problem

Current Customer Communication Management (CCM) systems lack effective targeting mechanisms for outbound communications, failing to tailor documents based on user attributes such as demographic information or interests.

Innovation Solution

Implementing a system that uses a customer data engine to maintain user profiles and audience data, allowing for the dynamic targeting of communications based on user affiliation with specific audiences, and enabling the creation of document templates that include content variations and rules associated with these audiences.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If CCM systems generate documents using basic templates for multiple users, then document generation efficiency is improved, but communication targeting effectiveness deteriorates

Engineering Contradiction:

Improvedocument generation efficiencyVSAvoidcommunication targeting effectiveness

Core Design Contradiction:

ProductivityVSAdaptability or versatility

Solution Approach 1:

The patent segments the audience into distinct groups based on attributes and interests, allowing different content variations to be targeted to different segments while using a common template structure, thus maintaining efficiency while improving targeting effectiveness

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

The patent applies local quality by allowing specific portions of the document (content variations) to be customized for different audience segments while keeping the overall document structure consistent, enabling targeted communication without sacrificing generation efficiency

Inventive Principle:

Principle #3Local quality

2Adaptability or versatility

If CCM systems tailor documents based on user attributes, then communication relevance is improved, but system complexity deteriorates

Engineering Contradiction:

Improvecommunication relevanceVSAvoidsystem complexity

Core Design Contradiction:

Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent performs preliminary action by pre-defining content variations and their associated audience attributes in the template design phase, so that during document generation, the system simply needs to match user attributes to predefined variations rather than creating customization logic from scratch

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The patent introduces an intermediary layer of content variations that mediates between the basic template and the user-specific attributes, simplifying the system architecture by decoupling the template structure from the customization logic

Inventive Principle:

Principle #24Intermediary (Mediator)

3Adaptability or versatility

If document templates include multiple content variations for different audiences, then communication targeting capability is improved, but template design complexity deteriorates

Engineering Contradiction:

Improvecommunication targeting capabilityVSAvoidtemplate design complexity

Core Design Contradiction:

Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent segments the document template into distinct content variation blocks, each associated with specific audience attributes, making it easier to design and manage targeted content without overwhelming complexity

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

The patent creates a universal template structure that can serve multiple audience segments through content variations, allowing a single template to fulfill multiple communication needs without requiring separate templates for each audience type

Inventive Principle:

Principle #6Universality (Multi-functionality)

Data Source

PatentUS20250039502A1Systems and methods for audience based document generation and communication targeting

Publication Date: 2025.01.30 OPEN TEXT CORP

AI summary

Systems and methods for the design, deployment and utilization of targeted communications based upon audiences are disclosed. More specifically, embodiments may allow the targeting of communications to users based on a user's audience affiliation and may allow the dynamic targeting of communications based on an audience with which a user is affiliated, including audiences determined from user interactions with a web site.