Stable Test Environment for Direct Marketing Campaign Planning

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Solution Overview

Problem

Current methods for planning and executing direct marketing campaigns face challenges in data freshness, stability, and the need for proprietary data integration, leading to inefficiencies and increased costs.

Innovation Solution

A system and method that allow clients to access a partial snapshot of a credit bureau or consumer database for testing and refining direct marketing campaign selection criteria, incorporating up-to-date data and proprietary attributes, while maintaining a stable test environment.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Quantity of substance

If a full credit bureau database is used for testing, then data completeness is improved, but data stability deteriorates due to frequent updates

Engineering Contradiction:
Improvedata completenessVSAvoiddata stability
Core Design Contradiction:
Quantity of substanceVSStability of the object's composition

Solution Approach 1:

The patent segments the full credit bureau database into a representative subset (e.g., 10% sample) that captures the essential characteristics of the complete database. This segmented subset provides stability for testing while maintaining statistical representativeness, resolving the contradiction between data completeness and data stability.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent creates a static copy or snapshot of the credit bureau database at a specific point in time. This copied subset remains fixed during the testing period, providing stability while still representing the full database's characteristics. The copy can be refreshed periodically to incorporate updates without affecting ongoing test stability.

Inventive Principle:
Principle #26Copying

2Measurement precision

If proprietary client data is integrated into the test environment, then campaign testing accuracy is improved, but system complexity increases

Engineering Contradiction:
Improvecampaign testing accuracyVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent introduces an intermediary layer that securely integrates proprietary client data with the credit bureau database subset. This intermediary mechanism handles data matching, merging, and access control without requiring complex direct integrations, thereby improving testing accuracy while managing system complexity through standardized interfaces.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Stability of the object's composition

If a static test database snapshot is used, then data stability is improved, but data freshness deteriorates

Engineering Contradiction:
Improvedata stabilityVSAvoiddata freshness
Core Design Contradiction:
Stability of the object's compositionVSLoss of information

Solution Approach 1:

The patent implements periodic refreshes of the test database snapshot at scheduled intervals (e.g., weekly or monthly). Between refreshes, the snapshot remains static to provide stability for testing. This periodic update mechanism balances data stability during testing periods with data freshness through regular synchronization with the current credit bureau database.

Inventive Principle:
Principle #19Periodic action

Data Source

PatentUS12205138B1Systems and methods for providing a direct marketing campaign planning environment
Publication Date: 2025.01.21 EXPERIAN INFORMATION SOLUTIONS INC
  • US12205138B1 patent drawing
  • US12205138B1 patent drawing
  • US12205138B1 patent drawing

AI summary

Selection strategies for a direct marketing campaign that identifies consumers from a credit bureau or other consumer database are refined on a stable subset of the credit database. Once refined, consumer selection criteria may be used to execute the direct marketing campaign on the full consumer/credit database. The data for the test database represents a random sampling of approximately 10% of the full database and the sampling is regenerated approximately weekly in order to provide a stable set of data on which campaign developers test their campaign. For each consumer in the sampling, the environment allows a client to access and use attributes calculated by the credit bureau and proprietary attributes and data owned by the client. The system allows for a plurality of clients to use the system substantially simultaneously while protecting the privacy and integrity of the client's proprietary data and results.