Custom Lead Generation Criteria Matching Engine
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Solution Overview
Problem
Lead generation systems lack mechanisms to allow vendors to use custom criteria tailored to their specific needs, leading to inadequate matching of consumers with vendors.
Innovation Solution
Implementing a system with a database of standard and custom vendor criteria, a matching engine, and a criteria engine that executes the appropriate criteria for each vendor plan, enabling vendors to specify custom criteria for matching consumers and determining data provision, while allowing multiple plans with varying levels of service and payment structures.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Measurement precision
If standard criteria are used for lead generation, then system simplicity and ease of operation are maintained, but vendor-specific matching precision and lead quality are insufficient
Solution Approach 1:
The criteria system is segmented into two distinct layers: standard criteria (geographic information, basic demographics) that apply to all vendors, and custom criteria (vendor-specific requirements like credit score thresholds, income ranges, property types) that are tailored to individual vendors. This segmentation allows the system to maintain simplicity for basic operations while enabling precise custom matching when needed, resolving the contradiction between matching precision and system complexity.
Solution Approach 2:
The system implements local quality by allowing different criteria configurations for different vendors. Each vendor can have their own custom criteria set (e.g., Vendor A requires FICO scores above 720, while Vendor B accepts scores above 650). This enables the system to apply appropriate matching precision locally for each vendor without requiring all vendors to use complex custom criteria, thus improving overall matching precision while maintaining system accessibility.
2Reliability
If custom criteria are implemented for each vendor, then lead quality and vendor satisfaction improve, but system complexity and implementation difficulty increase
Solution Approach 1:
The system performs preliminary action by pre-configuring standard criteria that automatically apply to all vendors, eliminating the need for each vendor to manually configure basic matching parameters. Vendors only need to specify their custom criteria overrides (e.g., specific credit score requirements, property types), significantly reducing implementation effort while maintaining high lead quality through both standard and custom criteria working together.
Solution Approach 2:
The criteria system is designed with universality by creating a multi-functional framework where a single system handles both standard criteria evaluation (applicable to all vendors) and custom criteria evaluation (vendor-specific). This universal system can dynamically switch between applying standard criteria alone or in combination with custom criteria based on vendor configuration, improving lead quality through precise matching while simplifying implementation through a unified, flexible architecture.
3Adaptability or versatility
If multiple vendor plans with custom criteria are supported, then service flexibility and vendor customization options increase, but system complexity and operational difficulty increase
Solution Approach 1:
The system implements dynamics by making the criteria application process adaptive rather than static. The criteria engine dynamically determines which criteria to apply (standard only, or standard plus custom) based on the vendor's plan configuration. This allows the system to automatically adjust its behavior for different vendor plans (e.g., Premium plans get custom criteria matching, Basic plans get standard criteria only) without requiring manual intervention, thereby increasing service flexibility while maintaining operational ease through automation.
Solution Approach 2:
The system enables self-service by allowing vendors to independently configure their own criteria preferences and plan selections through the user interface. Vendors can choose their desired service level (standard or custom criteria), specify their own matching parameters, and manage their lead generation settings without requiring system administrator intervention. This self-service capability increases service flexibility while reducing operational complexity by shifting configuration responsibilities to the vendors themselves.
Data Source
AI summary
A computer system for applying custom lead generation criteria comprises vendor criteria data, vendor custom criteria data, vendor plan data, and computer hardware that executes software components that cause a computer processor to: (1) receive consumer data about a consumer; (2) choose standard criteria, custom criteria, or both standard criteria and custom criteria that are to be applied to the consumer data to match the consumer with one or more vendors that are to receive a lead for the consumer; (3) apply the chosen standard criteria, custom criteria, or both standard criteria and custom criteria to the consumer data and to match the consumer with one or more vendors that are to receive a lead for the consumer; (4) generate a lead comprising at least a portion of the consumer data; and (5) transmit the lead to the matched vendors.