Inferring Demographics from Names for Product Recommendations

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Solution Overview

Problem

Conventional methods for generating product recommendations are imprecise and often rely heavily on transaction data, which can be limited, especially for casual or less frequent shoppers, and may not accurately capture demographic characteristics, leading to ineffective recommendations.

Innovation Solution

A system and method that determine demographic characteristics of customers, such as ethnicity or nationality, using first and last names, zip codes, and IP addresses, to infer interests and generate personalized product recommendations using collaborative filtering techniques.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If conventional transaction data mining methods are used to generate recommendations, then the system can operate with existing data infrastructure, but the recommendation precision is insufficient especially for customers with limited transaction history

Engineering Contradiction:
Improverecommendation precisionVSAvoidtransaction data volume
Core Design Contradiction:
Measurement precisionVSQuantity of substance

Solution Approach 1:

The system performs preliminary actions by inferring demographic characteristics from available data (names, IP addresses, purchase categories) before generating recommendations. This allows the system to create customer profiles and make accurate recommendations even with limited transaction history, resolving the contradiction by preparing demographic information in advance that compensates for insufficient transaction data

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent introduces demographic characteristics as an intermediary element between transaction data and recommendations. By inferring demographic attributes (ethnicity, nationality, age group) from available data and using these as mediators to select recommendations, the system achieves high precision even when direct transaction data is limited. The demographic characteristics serve as the mediating layer that bridges the gap between sparse transaction history and accurate recommendations

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If personal shoppers or experts are deployed to provide personalized recommendations, then recommendation quality improves significantly, but the service becomes unavailable to casual or less frequent shoppers

Engineering Contradiction:
Improverecommendation qualityVSAvoidservice accessibility
Core Design Contradiction:
Measurement precisionVSAdaptability or versatility

Solution Approach 1:

The system implements self-service by automatically inferring demographic characteristics and generating personalized recommendations without requiring human expert intervention. The automated system processes customer data, infers demographic attributes, and generates recommendations independently, making the service universally accessible to all customers regardless of their shopping frequency or the business's resources

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent changes the parameters used for recommendation from requiring extensive transaction history to using minimal data (names, IP addresses, basic purchase categories) combined with inferred demographic characteristics. This parameter change allows the system to provide expert-level recommendations to casual shoppers with limited transaction data, thereby improving service accessibility while maintaining recommendation quality

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS10430859B2System and method of generating a recommendation of a product or service based on inferring a demographic characteristic of a customer
Publication Date: 2019.10.01 NETSUITE INC
  • US10430859B2 patent drawing
  • US10430859B2 patent drawing
  • US10430859B2 patent drawing

AI summary

Systems, apparatuses, and methods for determining one or more demographic characteristics of a user/customer, and then using such information to generate a recommendation of a product or service for the user/customer. In some embodiments, a customer's first and/or last name as obtained from a single transaction may be used to infer their nationality or ethnicity with a certain probability of being correct. This demographic information may then be used to identify one or more products or services that are expected to be of interest.