# US 10,311,466 B1 · Systems and methods for providing a direct marketing campaign planning environment

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- Number: US 10,311,466 B1
- Document ID: US10311466B1
- Status: Granted
- Kind: B1
- Application number: 15/884,027
- Filed: 2018-01-30
- Granted: 2019-06-04
- Earliest claimed: 2007-01-31
- Assignees: Experian Information Solutions, Inc.
- Applicants: Experian Information Solutions, Inc.
- Inventors: Laura J. DeSoto; Michele M. Pearson; Kristi Ann Adkinson; Venkat R. Achanta; Felicia Peng
- Web page: https://patentgrep.com/patent/US10311466B1

## CPC

- G06Q 30/0243: {Comparative campaigns}
- G06Q 30/00: Commerce
- G06Q 30/02: Marketing; Price estimation or determination; Fundraising
- G06Q 30/0245: {Surveys}
- G06Q 30/0264: {based upon schedule}
- G06Q 30/0269: {based on user profile or attribute}
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

Embodiments of system are disclosed in which selection strategies for a direct marketing campaign that identify consumers from a credit bureau or other consumer database can be planned, tested, and/or refined on a stable subset of the credit database. In some embodiments, once refined, consumer selection criteria may be used to execute the direct marketing campaign on the full consumer/credit database, which is preferably updated approximately twice weekly. In one preferred embodiment, 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 may test their campaign. For each consumer in the sampling, the environment may allow a client to access and use both 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.

## Claims

### Claim 1

A computer system for allowing a plurality of clients to plan, test and execute partitioned processing, the computer system comprising:
a firewall separating a first user device associated with a first client and a second user device associated with a second client from a data server and from a testing server;
an access control list configured to authenticate user devices requesting access to the testing server;
the data server comprising:
a plurality of data records corresponding to millions of consumers, each data record associated with one or more consumer data values;
an extraction and data load module stored in a non-transitory computer memory, configured to:
load a first set of custom data records received from the first client, wherein the first set of custom data records are associated with one or more consumers;
load a second set of custom data records received from the second client, wherein the second set of custom data records are associated with the one or more consumers;
load a first set of contact history data received from the first client, wherein the first set of contact history data is associated with the one or more consumers;
load a second set of contact history data received from the second client, wherein the second set of contact history data is associated with the one or more consumers;
load a first set of client response data received from the first client, wherein the first set of client response data is associated with one or more consumers;
load a second set of client response data received from the second client, wherein the second set of client response data is associated with one or more consumers;
create a first set of depersonalized data records from the first set of custom data records, the first set of contact history data and the first set of client response data by removing identification information associated with the one or more consumers and replacing with a first set of anonymous identifier numbers;
create a second set of depersonalized data records from the second set of custom data records, the second set of contact history data and the second set of client response data by removing identification information associated with the one or more consumers and replacing with a second set of anonymous identifier numbers;
the testing server comprising one or more processors which when programmed execute instructions, comprising:
partitioning the testing server into at least a first virtual electronic partition allowing access to the first client, and a second virtual electronic partition allowing access to the second client;
receiving, from the first user device associated with the first client, a first request to access the test server;
receiving, from the second user device associated with the second client, a second request to access the test server;
authenticating the first user device and the second user device requesting access to the test server using the access control list;
accessing a first data set associated with the first client and the first virtual electronic partition, wherein the first data set comprises a subset of the plurality of data records and a subset of the first set of depersonalized data records;
accessing a second data set associated with the second client and the second virtual electronic partition, wherein the second data set comprises the subset of the plurality of data records and a subset of the second set of depersonalized data records;
via the first virtual electronic partition, allowing the first client to query and test for a first campaign using the first data set, while restricting access by the first client to the second virtual electronic partition and the second data set; and
via the second virtual electronic partition, allowing the second client to query and test for a second campaign using the second data set, while restricting access by the second client to first virtual electronic partition and the first data set.

### Claim 2 (depends on 1)

The computer system of claim 1, wherein the instructions, further comprising:
receiving a first campaign strategy from the first client;
receiving a second campaign strategy from the second client;
providing a first user interface configured to allow the first client to test for a first marketing campaign test via the first virtual electronic partition using the first campaign strategy; and
providing a second user interface configured to allow the second client to test for a second marketing campaign test via the second virtual electronic partition using the second campaign strategy.

### Claim 3 (depends on 1)

The computer system of claim 1, wherein the subset of the plurality of data records in the testing server is between 5% and 25% of the plurality of data records in the data server.

### Claim 4 (depends on 1)

The computer system of claim 1, wherein the subset of the plurality of data records in the testing server is substantially 10% of the plurality of data records in the data server.

### Claim 5 (depends on 1)

The computer system of claim 1, wherein the identifying information comprises a name and an address of a consumer.

### Claim 6

A computer-implemented method for allowing a plurality of clients to plan, test and execute partitioned processing, the method comprising:
providing a first computer system for a data storage environment, the first computer system comprising a plurality of data records corresponding to millions of consumers, each data record associated with one or more consumer data values;
loading a first set of custom data records received from a first client, wherein the first set of custom data records are associated with one or more consumers;
loading a second set of custom data records received from a second client, wherein the second set of custom data records are associated with the one or more consumers;
loading a first set of contact history data received from the first client, wherein the first set of contact history data is associated with the one or more consumers;
loading a second set of contact history data received from the second client, wherein the second set of contact history data is associated with the one or more consumers;
loading a first set of client response data received from the first client, wherein the first set of client response data is associated with one or more consumers;
loading a second set of client response data received from the second client, wherein the second set of client response data is associated with one or more consumers;
creating a first set of depersonalized data records from the first set of custom data records, the first set of contact history data and the first set of client response data by removing identification information associated with the one or more consumers and replacing with a first set of anonymous identifier numbers;
creating a second set of depersonalized data records from the second set of custom data records, the second set of contact history data and the second set of client response data by removing identification information associated with the one or more consumers and replacing with a second set of anonymous identifier numbers;
providing a second computer system for a test environment, the second computer system comprising one or more processors which when programmed execute instructions, comprising:
partitioning the second computer system into at least a first virtual electronic partition allowing access to the first client, and a second virtual electronic partition allowing access to the second client;
receiving, from a first user device associated with the first client, a first request to access the second computer system;
receiving, from a second user device associated with the second client, a second request to access the second computer system;
authenticating the first user device and the second user device requesting access to the second computer system using an access control list configured to authenticate user devices requesting access to the second computer system;
accessing a first data set associated with the first client and the first virtual electronic partition, wherein the first data set comprises a subset of the plurality of data records and a subset of the first set of depersonalized data records;
accessing a second data set associated with the second client and the second virtual electronic partition, wherein the second data set comprises the subset of the plurality of data records and a subset of the second set of depersonalized data records;
via the first virtual electronic partition, allowing the first client to query and test for a first campaign using the first data set, while restricting access by the first client to the second virtual electronic partition and the second data set; and
via the second virtual electronic partition, allowing the second client to query and test for a second campaign using the second data set, while restricting access by the second client to first virtual electronic partition and the first data set.

### Claim 7 (depends on 6)

The computer-implemented method of claim 6, wherein the instructions, further comprising:
receiving a first campaign strategy from the first client;
receiving a second campaign strategy from the second client;
providing a first user interface configured to allow the first client to test for a first marketing campaign test via the first virtual electronic partition using the first campaign strategy; and
providing a second user interface configured to allow the second client to test for a second marketing campaign test via the second virtual electronic partition using the second campaign strategy.

### Claim 8 (depends on 6)

The computer-implemented method of claim 6, wherein the subset of the plurality of data records in the testing server is between 5% and 25% of the plurality of data records in the data server.

### Claim 9 (depends on 6)

The computer-implemented method of claim 6, wherein the subset of the plurality of data records in the testing server is substantially 10% of the plurality of data records in the data server.

### Claim 10 (depends on 6)

The computer-implemented method of claim 6, wherein the identifying information comprises a name and an address of a consumer.

### Claim 11

A non-transitory computer storage medium which stores executable code, the executable code causing a computing system to perform:
providing a first computer system for a data storage environment, the first computer system comprising a plurality of data records corresponding to millions of consumers, each data record associated with one or more consumer data values;
loading a first set of custom data records received from a first client, wherein the first set of custom data records are associated with one or more consumers;
loading a second set of custom data records received from a second client, wherein the second set of custom data records are associated with the one or more consumers;
loading a first set of contact history data received from the first client, wherein the first set of contact history data is associated with the one or more consumers;
loading a second set of contact history data received from the second client, wherein the second set of contact history data is associated with the one or more consumers;
loading a first set of client response data received from the first client, wherein the first set of client response data is associated with one or more consumers;
loading a second set of client response data received from the second client, wherein the second set of client response data is associated with one or more consumers;
creating a first set of depersonalized data records from the first set of custom data records, the first set of contact history data and the first set of client response data by removing identification information associated with the one or more consumers and replacing with a first set of anonymous identifier numbers;
creating a second set of depersonalized data records from the second set of custom data records, the second set of contact history data and the second set of client response data by removing identification information associated with the one or more consumers and replacing with a second set of anonymous identifier numbers;
providing a second computer system for a test environment, the second computer system comprising one or more processors which when programmed execute instructions, comprising:
partitioning the second computer system into at least a first virtual electronic partition allowing access to the first client, and a second virtual electronic partition allowing access to the second client;
receiving, from a first user device associated with the first client, a first request to access the second computer system;
receiving, from a second user device associated with the second client, a second request to access the second computer system;
authenticating the first user device and the second user device requesting access to the second computer system using an access control list configured to authenticate user devices requesting access to the second computer system;
accessing a first data set associated with the first client and the first virtual electronic partition, wherein the first data set comprises a subset of the plurality of data records and a subset of the first set of depersonalized data records;
accessing a second data set associated with the second client and the second virtual electronic partition, wherein the second data set comprises the subset of the plurality of data records and a subset of the second set of depersonalized data records;
via the first virtual electronic partition, allowing the first client to query and test for a first campaign using the first data set, while restricting access by the first client to the second virtual electronic partition and the second data set; and
via the second virtual electronic partition, allowing the second client to query and test for a second campaign using the second data set, while restricting access by the second client to first virtual electronic partition and the first data set.

### Claim 12 (depends on 11)

The non-transitory computer storage medium of claim 11, wherein the executable code further causes the computing system to perform:
receiving a first campaign strategy from the first client;
receiving a second campaign strategy from the second client;
providing a first user interface configured to allow the first client to test for a first marketing campaign test via the first virtual electronic partition using the first campaign strategy; and
providing a second user interface configured to allow the second client to test for a second marketing campaign test via the second virtual electronic partition using the second campaign strategy.

### Claim 13 (depends on 11)

The non-transitory computer storage medium of claim 11, wherein the subset of the plurality of data records in the testing server is between 5% and 25% of the plurality of data records in the data server.

### Claim 14 (depends on 11)

The non-transitory computer storage medium of claim 11, wherein the subset of the plurality of data records in the testing server is substantially 10% of the plurality of data records in the data server.

### Claim 15 (depends on 11)

The non-transitory computer storage medium of claim 11, wherein the identifying information comprises a name and an address of a consumer.