Partner Matching Engine and GUI for Attribute-Based Lead Sharing
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Solution Overview
Problem
There is a need for systems and methods to facilitate partner recommendations and lead sharing in electronic payment management services, particularly for merchant boarding and enhanced payment security, and to track and promote assistance provided by partners during the merchant boarding process.
Innovation Solution
A system utilizing a matching engine and graphical user interface (GUI) that automatically generates a customized display by receiving partner and lead attributes, constructing a questionnaire, and transmitting it to an interactive lead user interface to narrow potential partners based on answers, displaying the narrowed list on a results interface.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If manual partner matching and lead assignment is performed, then flexibility and customization are improved, but time consumption and operational complexity increase
Solution Approach 1:
The system enables automatic self-matching between leads and partners through algorithmic processing of lead attributes and partner capabilities, eliminating the need for manual intervention while maintaining customization through configurable matching criteria and weights
Solution Approach 2:
The matching system processes multiple parameters including lead attributes, partner capabilities, service types, and geographic locations simultaneously, dynamically adjusting match quality based on weighted parameter evaluation to achieve both speed and customization
2Measurement precision
If comprehensive lead information collection is performed through detailed questionnaires, then matching accuracy is improved, but lead processing time and complexity increase
Solution Approach 1:
The questionnaire is divided into modular sections corresponding to different attribute categories (business type, location, service needs), allowing systematic collection of comprehensive information while maintaining organizational clarity and ease of completion
Solution Approach 2:
The questionnaire structure serves multiple functions: collecting lead attributes for matching, validating partner eligibility, and providing a standardized data collection framework that works across different lead types and industries
3Measurement precision
If extensive partner attributes and categories are tracked, then recommendation quality is improved, but data processing complexity and storage requirements increase
Solution Approach 1:
Partner attributes and lead information are pre-processed and standardized before matching, with attributes categorized and validated in advance, reducing the complexity of real-time processing while maintaining comprehensive evaluation capabilities
Solution Approach 2:
The system transforms complex qualitative partner and lead attributes into standardized quantifiable parameters with assigned weights, enabling efficient algorithmic processing while preserving the nuance needed for high-quality recommendations
4Productivity
If automatic partner recommendation system is implemented, then processing speed is improved, but system complexity and development cost increase
Solution Approach 1:
The matching engine acts as an intermediary layer between lead intake and partner assignment, processing recommendations through configurable algorithms that can be adjusted without changing core system architecture, managing complexity through modular design
Data Source
AI summary
Systems and methods for assisting in pairing entities in an electronic payments processing network are disclosed herein. For example, systems and methods are disclosed herein for generating a customized user interface for displaying a plurality of potential partners/resellers for pairing with one or more leads. Systems and methods herein may be used to receive the identity of one or more potential partners/resellers having a plurality of attributes, receive the identity of one or more new leads and a plurality of lead attributes, select one or more potential partners/resellers having attributes that are compatible with the plurality of lead attributes, and display the one or more potential partners/resellers on a graphical user interface.