Automated Licensing Platform for Lead Qualification

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Solution Overview

Problem

Licensors face challenges in efficiently managing and automating the licensing, distribution, and sales processes, particularly with increasing lead quantities and qualification requirements, leading to inefficiencies in manual verification and approval processes.

Innovation Solution

A system and method for automated licensing, distribution, and sales using a management platform that receives lead identifiers, determines requirement satisfaction, sends electronic approval requests, and automatically forwards license and distribution requests, facilitating swift and consistent license formation and termination.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual verification and approval processes are used for lead qualification, then license formation can be carefully managed, but the process becomes inefficient and time-consuming as lead quantities increase

Engineering Contradiction:
Improvelicensing process efficiencyVSAvoidtime for lead verification and approval
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system enables automatic self-verification of lead requirements through automated data collection and evaluation. The lead management platform automatically assesses whether leads meet qualification criteria without requiring manual reviewer intervention, allowing the system to serve itself in the verification process.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

Manual mechanical verification processes are replaced with automated electronic systems. The patent substitutes human reviewers and paper-based approval workflows with computer-implemented automated evaluation algorithms that assess lead qualifications electronically, dramatically increasing processing speed and efficiency.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Reliability

If the quantity of leads and qualification requirements increases, then more thorough lead management is achieved, but the complexity of managing leads increases

Engineering Contradiction:
Improvelead qualification accuracyVSAvoidlead management system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The lead management system divides the complex qualification process into distinct modular components. Each qualification criterion is evaluated as a separate function or module, allowing the system to handle multiple requirements independently and systematically, reducing overall management complexity while maintaining thoroughness.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The automated lead management platform is designed as a universal system capable of evaluating multiple different qualification criteria through a single integrated interface. The system can adapt to various lead types and requirement sets without requiring separate manual processes for each scenario.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Productivity

If automated systems are implemented for license formation, then processing speed increases, but ensuring consistent license formation becomes more challenging

Engineering Contradiction:
Improvelicense formation speedVSAvoidlicense formation consistency
Core Design Contradiction:
ProductivityVSManufacturing precision

Solution Approach 1:

The automated license formation system incorporates feedback mechanisms that continuously monitor and verify each step of the license creation process. The system compares actual outcomes against expected results and automatically adjusts or flags inconsistencies, ensuring that high-speed automated processing maintains consistent quality and adherence to qualification criteria.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS20210398233A1Systems and Methods for Licensing, Distribution, and Sales Automation
Publication Date: 2021.12.23 SHOFFNER CHARLES E
  • US20210398233A1 patent drawing
  • US20210398233A1 patent drawing

AI summary

A system and method for automating licensing, distribution, and sales for goods and/or services. A method includes receiving, at a management platform, a lead identifier, determining, at the management platform, whether one or more lead requirements has been satisfied by the lead identifier, sending, by the management platform, an electronic approval request for the lead identifier, and receiving, at the management platform, an answer responding to the electronic approval request. In response to receiving the answer, the method includes automatically forwarding, by the management platform, an electronic license and distribution request to an entity associated with the lead identifier.