Unified User Data Lifecycle Management System

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Solution Overview

Problem

Organizations face challenges in effectively managing user data across disparate systems, leading to isolated and inconsistent data usage, which results in wasted resources and poor user relationships due to the lack of a unified view of user data.

Innovation Solution

A user data lifecycle management system that collects, enhances, and routes user data through a global identifier, integrating enrichment and engagement data from various sources, scoring profiles, and routing them to appropriate destinations based on predefined rules, while updating profiles with feedback for continuous improvement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If user data is collected and maintained by different organizational systems (marketing, sales, etc.), then each system can utilize data for its specific function, but the data becomes isolated and inconsistent across systems

Engineering Contradiction:
Improvedata utilization flexibilityVSAvoidunified user data view
Core Design Contradiction:
Adaptability or versatilityVSLoss of information

Solution Approach 1:

The patent merges data from multiple disparate organizational systems (marketing, sales, customer support) into a single Customer Data Platform that creates a unified customer profile. This consolidation eliminates data silos while preserving the functional needs of each department through standardized data access interfaces.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The Customer Data Platform acts as an intermediary layer between various organizational systems and data sources. It receives, standardizes, and distributes customer data to appropriate systems without requiring direct integration between them, thus maintaining data unity while supporting diverse organizational needs.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If user data is isolated within different organizational systems, then each system maintains data independence, but resource waste occurs due to redundant marketing to uninterested users

Engineering Contradiction:
Improvedata independenceVSAvoidorganizational resource waste
Core Design Contradiction:
ReliabilityVSLoss of energy

Solution Approach 1:

The system implements feedback loops where customer interactions, purchases, and preferences are continuously captured and fed back into the unified customer profile. This real-time feedback enables dynamic adjustment of marketing strategies based on actual customer behavior, preventing resource waste on uninterested users while maintaining system independence.

Inventive Principle:
Principle #23Feedback

3Loss of information

If a centralized user data platform is implemented to unify user data across systems, then a comprehensive user view is achieved, but system complexity increases

Engineering Contradiction:
Improveunified user data viewVSAvoiddata management system complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The Customer Data Platform is designed as a universal system that handles multiple data types (customer profiles, interactions, preferences, transactions) and serves multiple organizational functions (marketing, sales, customer support) through a single standardized interface, reducing overall system complexity despite the comprehensive data unification.

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

4Measurement precision

If real-time data enrichment and scoring is performed across multiple data sources, then user profile accuracy is improved, but processing time and computational resources increase

Engineering Contradiction:
Improveuser profile accuracyVSAvoiddata processing time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system performs preliminary data enrichment and scoring by pre-processing and standardizing data from external sources as it arrives at the Customer Data Platform. This preliminary action prepares data for rapid retrieval and use in real-time marketing and sales operations, reducing processing delays while maintaining high profile accuracy.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentEP4220523A1User data lifecycle management
Publication Date: 2023.08.02 INTUIT INC
  • EP4220523A1 patent drawingFigure 1
  • EP4220523A1 patent drawingFigure 2
  • EP4220523A1 patent drawingFigure 3

AI summary

Certain aspects of the present disclosure provide techniques for managing the lifecycle of user data. A user data lifecycle management system can collect user data from multiple sources including the user, the organization implementing the lifecycle management system, and third parties. The user data is used to create a user profile with a global user identifier. The user profile is scored based on the attributes within the user profile. The user data lifecycle management system can route the user profile to a destination source based on the score of the user profile. The destination source can be a tool of the organization for interacting with the user. The destination sources can also provide feedback to that is incorporated to the user profile and can assist the user data lifecycle management system in managing the user profile and aid in decision making.