Customizing Electronic Messages Using User Profile Data

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Solution Overview

Problem

Existing messaging systems fail to customize electronic messages based on the characteristics and needs of recipients and senders, resulting in the same message being transmitted to all recipients without consideration for individual differences.

Innovation Solution

A custom messaging system that utilizes a database to store user profiles with historic and trending values, allowing for the generation of personalized messages through message rules that apply specific settings such as recipient settings, content settings, and transmission parameters, enabling tailored communication based on user data and business interactions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If the same message is transmitted to all recipients, then transmission efficiency is improved, but message effectiveness and engagement deteriorate

Engineering Contradiction:
Improvetransmission efficiencyVSAvoidmessage effectiveness
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The patent applies local quality by customizing message content, timing, and channel based on individual recipient characteristics stored in user profiles. Each recipient receives a tailored message version that matches their preferences, device type, and historical interaction patterns, thereby improving message effectiveness while maintaining efficient automated transmission through the system.

Inventive Principle:
Principle #3Local quality

2Reliability

If customized messages are generated for each recipient, then message effectiveness is improved, but system complexity increases

Engineering Contradiction:
Improvemessage effectivenessVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent implements preliminary action by pre-collecting and storing user profile data including device types, communication preferences, and historical interaction patterns in a database. This advance preparation enables the system to automatically retrieve and apply relevant user characteristics when generating customized messages, reducing the complexity of real-time customization while maintaining high message effectiveness.

Inventive Principle:
Principle #10Preliminary action

3Adaptability or versatility

If user data is collected and stored, then message personalization is improved, but data management complexity increases

Engineering Contradiction:
Improvemessage personalizationVSAvoiddata management complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent applies segmentation by organizing user data into structured profiles that separate different types of information such as device type, communication preferences, and historical interactions. This segmented data structure allows the system to efficiently retrieve and apply only the relevant user characteristics needed for message customization, reducing data management complexity while improving personalization capabilities.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS11349789B1System and method for customizing electronic messages
Publication Date: 2022.05.31 WELLS FARGO BANK NA
  • US11349789B1 patent drawing
  • US11349789B1 patent drawing
  • US11349789B1 patent drawing

AI summary

A method may include retrieving document details associated with a user from at least one database stored on a storage device, the document details including a user identifier that identifies the user, a due date, and an amount; querying, using at least one processor, the at least one database using the user identifier to determine at least one value for the user, the at least one value including a historic value; matching the historic value, due date, and amount to an electronic message property set from a plurality of message property sets; applying the electronic message property set to at least one electronic message; and transmitting the at least one electronic message in accordance with the applied property set.