Master Record Creation for Consumer Identity Resolution

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Solution Overview

Problem

Current systems for generating, processing, storing, and delivering digital offers, including digital coupons, face inefficiencies in targeting specific consumers and managing user identities across multiple devices and platforms, leading to wasted resources and reduced consumer benefits.

Innovation Solution

A data processing system that integrates and processes transaction data from multiple retailers to create a unified consumer identity, using trust scores and contextual transaction data to authenticate users and select relevant digital offers, enabling personalized offer delivery and redemption across various devices.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Area of stationary object

If traditional broad-based marketing techniques are used to reach potential consumers, then marketing coverage is improved, but resource waste increases due to targeting non-qualified consumers

Engineering Contradiction:
Improvemarketing coverageVSAvoidmarketing resource waste
Core Design Contradiction:
Area of stationary objectVSLoss of energy

Solution Approach 1:

The patent segments consumers into different groups based on their characteristics, purchase history, and engagement with digital offers. By dividing the broad consumer base into specific segments, the system enables targeted marketing to only those consumers who are most likely to respond, thereby maintaining wide coverage potential while reducing waste on unqualified prospects.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system performs preliminary actions by pre-identifying and pre-targeting consumers who match specific criteria before launching marketing campaigns. Through entity resolution and consumer identification, the system prepares targeted lists in advance, ensuring that marketing resources are directed only at qualified consumers from the outset, thus preventing resource waste while maintaining coverage.

Inventive Principle:
Principle #10Preliminary action

2Measurement precision

If consumer data from multiple sources is collected to improve targeting accuracy, then marketing precision is improved, but system complexity increases due to data integration requirements

Engineering Contradiction:
Improveconsumer identification accuracyVSAvoiddata integration system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent introduces an intermediary entity resolution service that acts as a mediator between multiple data sources and the marketing system. This intermediary component consolidates and standardizes data from various sources, performing entity resolution to create unified consumer profiles. By placing this intermediary layer, the system achieves high identification accuracy while managing data integration complexity through a dedicated mediation mechanism.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system creates simplified copies or representations of consumer data through standardized identifiers and entity resolution profiles. Instead of directly integrating and processing all raw data from multiple sources, the system generates consolidated consumer identity copies that capture essential information, thereby maintaining precision while reducing the complexity of data handling and integration.

Inventive Principle:
Principle #26Copying

3Adaptability or versatility

If digital offers are delivered through multiple channels and devices to improve consumer accessibility, then consumer benefit is improved, but difficulty in tracking and managing offers increases

Engineering Contradiction:
Improveoffer delivery accessibilityVSAvoidoffer tracking difficulty
Core Design Contradiction:
Adaptability or versatilityVSDifficulty of detecting and measuring

Solution Approach 1:

The patent implements a universal consumer identifier and master record system that functions across multiple channels and devices. This universal identification mechanism allows the system to maintain a single, consistent view of consumer interactions regardless of which channel or device is used, thereby improving accessibility while simplifying tracking and management through a unified multi-functional framework.

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

Solution Approach 2:

The system employs feedback mechanisms that continuously track consumer interactions with digital offers across all channels and devices, feeding this information back into the master consumer records. This feedback loop enables real-time monitoring and management of offer delivery, allowing the system to maintain high accessibility while effectively detecting and measuring consumer engagement through centralized tracking.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS11694227B1Forming and using master records based on consumer transaction data
Publication Date: 2023.07.04 QUOTIENT TECHNOLOGY INC
  • US11694227B1 patent drawing
  • US11694227B1 patent drawing
  • US11694227B1 patent drawing

AI summary

According to an embodiment, a data processing method comprises obtaining a first record associated with a first computer and a second record associated with a second computer that is different than the first computer; in response to determining that the first record has been obtained from a primary source, determining that at least a first set of key information in the first record matches a second set of key information in the second record, and in response thereto: creating and storing a master record comprising a union of the first record and the second record; using the master record to determine one or more electronic offers to present to any of a user, a computing device, or an account that is associated with the master record.