Lead Distribution Engine Routing via Segmentation
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Solution Overview
Problem
The lead distribution industry faces complexity in identifying optimal purchasers that maximize profitability and comply with contractual agreements and business requirements, due to intricate interrelationships between lead generators, distributors, and users.
Innovation Solution
A lead distribution system that utilizes a computer-implemented method to route leads based on internal and imported factors, including geographical closeness and gross revenue, while considering contractual agreements and business preferences, to select the most profitable and compliant lead destinations.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If the lead distributor sells leads to multiple suppliers based on geographical closeness or gross revenue, then the profitability is maximized, but the ability to comply with contractual agreements and business requirements deteriorates
Solution Approach 1:
The patent segments the lead distribution process by creating distinct modules: a relationship management module that tracks contractual agreements with lead sources, a lead evaluation module that assesses leads against multiple criteria, and a distribution module that selects suppliers. This segmentation allows the system to simultaneously consider profitability factors (geographical closeness, gross revenue) and compliance factors (contradiction restrictions, business preferences) without conflict
Solution Approach 2:
The system dynamically adjusts distribution parameters based on lead characteristics and relationship constraints. It evaluates multiple parameters including geographical proximity, supplier gross revenue capacity, contractual restrictions from lead sources, and business preferences. By changing and weighting these parameters dynamically, the system maximizes profitability while maintaining compliance with contractual agreements
2Measurement precision
If the lead distributor considers multiple factors for lead distribution, then the distribution accuracy is improved, but the system complexity increases
Solution Approach 1:
The patent divides the complex evaluation process into separate functional modules: relationship management, lead evaluation, and distribution execution. Each module handles specific factors (contradiction restrictions, geographical closeness, gross revenue, business preferences), making the overall complex system manageable and maintainable while achieving high distribution accuracy
Solution Approach 2:
The system introduces an intermediary evaluation layer that mediates between multiple distribution factors and the final supplier selection. This intermediary module processes all conflicting factors (profitability metrics vs. compliance requirements) and produces a unified distribution decision, simplifying the interaction between multiple complex parameters
Data Source
AI summary
Lead distribution systems and methods distribute consumer business leads received from lead sources for routing to one or more destinations that will use the lead and/or will forward the lead to another destination. The system identifies a set of most profitable destinations for each lead, while complying with business rules associated with the lead source and the destinations. For each lead, the system identifies a set of candidate destinations, each with associated business rules. The candidate destinations may include destinations with which the system has established business rules, destinations with which the lead source has established business rules, or both. For leads that may be multi-distributed, different business rules may apply to each time the lead is distributed. When both the lead distribution system and the source have different business rules established with a destination, the rules established by the source may take precedence over those of the lead distribution system.