Matching Server Promoter Contact Selection

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Solution Overview

Problem

Users of software applications face challenges in seamlessly transitioning from feature-limited or trial versions to enhanced versions, lacking direct connections with satisfied users who can recommend upgrades.

Innovation Solution

A method and system that connects users through their contact lists by transmitting personally identifiable information to a matching server, selecting promoter contacts based on user satisfaction and engagement criteria, and displaying these contacts for potential upgrades or recommendations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If users are provided with trial or feature-limited versions of software, then users can test the software before committing, but users lack direct connections with satisfied users who can provide upgrade recommendations

Engineering Contradiction:
Improveuser satisfactionVSAvoidlack of upgrade recommendations
Core Design Contradiction:
ReliabilityVSLoss of information

Solution Approach 1:

The system implements feedback by identifying and connecting users with promoter contacts (satisfied users) who can provide recommendations. The matching server analyzes contact lists against promoter databases to establish feedback loops where satisfied users actively recommend the software to potential upgrade candidates, transforming passive satisfaction into active promotion.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The matching server acts as an intermediary that bridges trial users and satisfied users. It processes contact lists, identifies promoter contacts among the user's connections, and facilitates introductions, thereby mediating the recommendation process without requiring direct peer-to-peer connections between all users.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Adaptability or versatility

If the system transmits contact lists with personally identifiable information to a matching server, then users can be connected with promoter contacts, but the system complexity increases

Engineering Contradiction:
Improveuser connection capabilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The matching server performs multiple functions: it receives and processes contact lists, identifies promoter contacts using various criteria (usage patterns, satisfaction levels, engagement metrics), manages user privacy preferences, and facilitates connections. This multi-functionality consolidates complex operations into a single versatile component rather than requiring separate systems for each task.

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

Solution Approach 2:

The system enables self-service by allowing users to opt-in to sharing their contact lists and by automatically matching them with relevant promoter contacts without requiring manual intervention. The matching server autonomously processes the connections based on predefined criteria, reducing the need for complex user management interfaces.

Inventive Principle:
Principle #25Self-service

3Measurement precision

If promoter contacts are selected based on user satisfaction and engagement criteria, then recommendation quality improves, but the time required for matching increases

Engineering Contradiction:
Improvepromoter selection accuracyVSAvoidmatching time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system performs preliminary actions by pre-identifying and storing promoter contacts in a database before actual matching occurs. User profiles are pre-analyzed for satisfaction levels and engagement metrics, and promoter status is predetermined based on usage history and feedback. This allows rapid matching during actual user connections without real-time analysis delays.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The matching system uses parameter changes by adjusting selection criteria based on different user contexts. Promoter identification thresholds, engagement metrics weights, and satisfaction level requirements can be dynamically modified based on user type, software version, or promotional campaign goals, enabling flexible yet precise matching without fixed time constraints.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS10621618B2System and method to connect a user of a product to contacts of the user who are promoters
Publication Date: 2020.04.14 INTUIT INC
  • US10621618B2 patent drawing
  • US10621618B2 patent drawing
  • US10621618B2 patent drawing

AI summary

A method for connecting users of a software application, including registering a first version of the software application. The method further includes transmitting, to a matching server, a contact list including personally identifiable information of users of the software application. The method further includes receiving, from the matching server, a promoter contact selected, according to a promotion criterion, from the users of the software application in the contact list. The method further includes displaying the promoter contact.