Portfolio Management System Multi-Dimensional User Analysis

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Solution Overview

Problem

Current campaign management systems are limited in their ability to create targeted user groups and track user actions effectively, as they primarily rely on single communication channels and provide limited marketing information, failing to fully leverage multi-dimensional analysis for optimizing messaging campaigns.

Innovation Solution

A portfolio management system that utilizes multi-dimensional analysis to create user groups based on desired characteristics, tracks user actions across multiple communication channels, and generates reports to refine future messaging campaigns, incorporating components like data subset selection, campaign management, tracking, and analysis modules to assess campaign effectiveness.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If multi-dimensional analysis is implemented to create targeted user groups and track user actions across multiple channels, then marketing information quality and campaign effectiveness improve, but system complexity and data processing requirements increase

Engineering Contradiction:
Improvemarketing informationVSAvoidsystem complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The system segments users into dynamic groups based on multi-dimensional characteristics and behaviors. The campaign manager divides the user base into targeted segments using criteria such as demographics, preferences, and interaction patterns, allowing for personalized messaging while managing complexity through modular group definitions

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system adds multiple dimensions to user analysis by tracking actions across various communication channels (email, SMS, social media, etc.) and integrating data from multiple sources. This multi-dimensional approach enriches marketing information without requiring a complete system redesign, as each channel adds a new dimension to the existing framework

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

2Productivity

If multiple communication channels are used for messaging campaigns, then user reach and engagement improve, but tracking and analyzing user actions across channels becomes more difficult

Engineering Contradiction:
Improvecampaign effectivenessVSAvoiduser action tracking
Core Design Contradiction:
ProductivityVSDifficulty of detecting and measuring

Solution Approach 1:

The campaign manager implements a universal tracking framework that works across all communication channels. A single tracking mechanism captures user actions whether they occur via email, SMS, social media, or other channels, eliminating the need for separate tracking systems for each channel and simplifying the measurement process

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

Solution Approach 2:

The system incorporates feedback loops that continuously monitor user actions across channels and feed this information back into the campaign management system. This real-time feedback enables automatic adjustment of campaign strategies and provides measurable insights into user engagement patterns across multiple channels

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS8595068B1Portfolio management system
Publication Date: 2013.11.26 GALILEO PROCESSING
  • US8595068B1 patent drawing
  • US8595068B1 patent drawing
  • US8595068B1 patent drawing

AI summary

A portfolio management system includes a method that uses multi-dimensional analysis to create a user group based on whatever characteristics the manager desires that would be the subject of a messaging campaign and that tracks user actions as a result of the messaging campaign. The method includes creating a user data set through multi-dimension analysis to define a user target base. Based on the data set, a messaging campaign is developed and one or various communication channels are selected to run the messaging campaign. A message campaign runs to target the user data set. Information is tracked from user actions after running the message campaign. Analysis of the tracked information can be generated into a report and can be used to create additional user data and messaging campaigns.