# US 10,504,161 B2 · Systems and methods for baselining using multiple baseline methodologies

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- Number: US 10,504,161 B2
- Document ID: US10504161B2
- Status: Granted
- Kind: B2
- Application number: 15/368,529
- Filed: 2016-12-02
- Published: 2017-06-08
- Granted: 2019-12-10
- Earliest claimed: 2015-12-02
- Assignees: Innerworkings, Inc.
- Applicants: InnerWorkings, Inc.
- Inventors: Robert Burkart; Rehan Basheeruddin; Jenna Baisden
- Web page: https://patentgrep.com/patent/US10504161B2

## CPC

- G06Q 30/0283: Price estimation or determination
- G06F 3/1204: {resulting in reduced user or operator actions, e.g. presetting, automatic actions, using hardware token storing data}
- G06F 3/1226: {Discovery of devices having required properties}
- G06F 3/126: {Job scheduling, e.g. queuing, determine appropriate device}
- G06F 3/1273: {Print job history, e.g. logging, accounting, tracking}
- G06F 3/1288: {in client-server-printer device configuration}
- G06Q 10/06311: {Scheduling, planning or task assignment for a person or group}
- G06Q 10/06315: {Needs-based resource requirements planning or analysis}
- G06Q 30/0611: {Request for offers or quotes}
- 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
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

Systems and methods for generating baseline candidates are described herein. A method includes: receiving a first set of print specifications associated with a first item in a first product category and retrieving, from the print procurement system, historical purchasing information about a plurality of fulfilled items in the first product category. The method also includes: retrieving an exact tolerance and a similar tolerance associated with the first item. For each item in the plurality of fulfilled items, the method includes: (i) identifying deviations in print specifications associated with a respective fulfilled item when compared to the first set of print specifications, (ii) in accordance with a determination that the deviations satisfy the exact tolerance, designating the respective fulfilled item as an exact baseline match, and (iii) in accordance with a determination that the deviations satisfy the similar tolerance, designating the respective fulfilled item as a similar baseline match.

## Claims

### Claim 1

A method of generating and displaying baseline candidates in a print procurement system, comprising:
at an electronic device with one or more processors, a display, and memory, wherein the electronic device is in communication with an input device:
receiving, via the input device within a user interface displayed on the display of the electronic device, from a user of the electronic device, a request to view baseline candidates for a first set of print specifications associated with a first item in a first product category;
in response to receiving the request:
retrieving, from the print procurement system, historical purchasing information about a plurality of fulfilled items in the first product category;
displaying, by the one or more processors, within the user interface on the display, a respective user interface object for each fulfilled item of the plurality of fulfilled items;
while displaying the respective user interface objects for each fulfilled item of the plurality of fulfilled items, retrieving, from the print procurement system, an exact baseline match tolerance and a similar baseline match tolerance associated with the first item;
for each fulfilled item in the plurality of fulfilled items:
identifying deviations in print specifications associated with a respective fulfilled item when compared to the first set of print specifications;
in accordance with a determination that the deviations satisfy the exact baseline match tolerance, designating the respective fulfilled item as an exact baseline match;
in accordance with a determination that the deviations satisfy the similar baseline match tolerance, designating the respective fulfilled item as a similar baseline match; and
updating, by the one or more processors, the respective user interface object within the user interface that is displayed on the display corresponding to the respective fulfilled item to indicate whether the respective fulfilled item has been designated as an exact baseline match or a similar baseline match based on the determinations as to whether the deviations satisfy the exact and similar baseline match tolerances,
wherein the determination that the deviations satisfy the exact baseline match tolerance and the determination that the deviations satisfy the similar baseline match tolerance are performed by the electronic device and/or the print procurement system in accordance with bandwidth usage at the electronic device.

### Claim 2 (depends on 1)

The method of claim 1, wherein retrieving includes retrieving an inferred baseline match tolerance and the method further comprises:
in accordance with a determination that the deviations satisfy the inferred baseline match tolerance, designating the respective fulfilled item as an inferred baseline match.

### Claim 3 (depends on 2)

The method of claim 2, further comprising:
updating, by the one or more processors, the respective user interface object on the display corresponding to the respective fulfilled item to indicate whether the respective fulfilled item has been designated as an exact baseline match, a similar baseline match, or an inferred baseline match.

### Claim 4 (depends on 3)

The method of claim 3, further comprising:
detecting user input at a location corresponding to one of the respective fulfilled items that has been designated as either a similar or an inferred baseline match; and
based on the user input, re-designating the one respective fulfilled item as an exact baseline match.

### Claim 5 (depends on 3)

The method of claim 3, further comprising:
receiving a selection of one of the respective fulfilled items from the display of the electronic device;
in accordance with a determination that the selected fulfilled item has been designated as an exact baseline match, determining a baseline price for the first item using a first baseline price metric; and
in accordance with a determination that the selected fulfilled item has been designated as a similar or an inferred baseline match, determining a baseline price for the first item using a second baseline price metric that is distinct from the first baseline price metric.

### Claim 6 (depends on 5)

The method of claim 5, wherein the baseline price for the first item includes one or more commodities associated with a variable price.

### Claim 7 (depends on 6)

The method of claim 6, further comprising:
detecting a change in the variable price;
determining whether the change satisfies a price threshold; and
in accordance with a determination that the change satisfies the price threshold, adjusting the baseline price.

### Claim 8 (depends on 3)

The method of claim 3, further comprising, in accordance with a determination that the deviations do not satisfy the exact, similar, and inferred baseline match tolerances, designating the respective fulfilled item as no baseline match.

### Claim 9 (depends on 2)

The method of claim 2, wherein the exact baseline match tolerance specifies a first plurality of deviations from the first set of print specifications, the similar baseline match tolerance specifies a second plurality of deviations from the first set of print specifications, and the inferred baseline match threshold specifies a third plurality of deviations from the first set of print specifications and further wherein the third plurality of deviations includes more deviations than the first plurality and the second plurality of deviations and the second plurality of deviations includes more deviations than the first plurality of deviations.

### Claim 10 (depends on 1)

The method of claim 1, wherein the first set of print specifications includes quantity, finished size, flat size, paper weight, paper type, print colors, coating information, basic finishing information, complex finishing information, packing information, delivery information, proofing information, substrate selection information, ink information, and kitting information.

### Claim 11 (depends on 1)

The method of claim 1, wherein retrieving the historical purchasing information about the plurality of fulfilled items in the first product category includes retrieving corresponding invoice data associated with the plurality of fulfilled items in the first product category and the method further comprises:
discarding historical purchasing information about a respective fulfilled item of the plurality of fulfilled items in accordance with a determination that the historical purchasing information does not match the corresponding invoice data associated with the respective fulfilled item of the plurality of fulfilled items.

### Claim 12

An electronic device, comprising:
a display;
memory;
one or more processors; and
memory storing one or more programs, which when executed by the one or more processors cause the electronic device to:
receive, via an input device within a user interface displayed on the display of the electronic device, from a user of the electronic device, a request to view baseline candidates for a first set of print specifications associated with a first item in a first product category;
in response to receiving the request:
retrieve, from the print procurement system, historical purchasing information about a plurality of fulfilled items in the first product category;
display, within the user interface on the display, a respective user interface object for each fulfilled item of the plurality of fulfilled items;
while displaying the respective user interface objects for each fulfilled item of the plurality of fulfilled items, retrieve, from the print procurement system, an exact baseline match tolerance and a similar baseline match tolerance associated with the first item;
for each fulfilled item in the plurality of fulfilled items:
identify deviations in print specifications associated with a respective fulfilled item when compared to the first set of print specifications;
in accordance with a determination that the deviations satisfy the exact baseline match tolerance, designate the respective fulfilled item as an exact baseline match;
in accordance with a determination that the deviations satisfy the similar baseline match tolerance, designate the respective fulfilled item as a similar baseline match; and
update the respective user interface object within the user interface that is displayed on the display corresponding to the respective fulfilled item to indicate whether the respective fulfilled item has been designated as an exact baseline match or a similar baseline match based on the determinations as to whether the deviations satisfy the exact and similar baseline match tolerances,
wherein the determination that the deviations satisfy the exact baseline match tolerance and the determination that the deviations satisfy the similar baseline match tolerance are performed by the electronic device and/or the print procurement system in accordance with bandwidth usage at the electronic device.

### Claim 13 (depends on 12)

The electronic device of claim 12, wherein retrieving includes retrieving an inferred baseline match tolerance and the method further comprises:
in accordance with a determination that the deviations satisfy the inferred baseline match tolerance, designating the respective fulfilled item as an inferred baseline match.

### Claim 14 (depends on 13)

The electronic device of claim 13, further comprising:
updating, by the one or more processors, the respective user interface object on the display corresponding to the respective fulfilled item to indicate whether the respective fulfilled item has been designated as an exact baseline match, a similar baseline match, or an inferred baseline match.

### Claim 15 (depends on 14)

The electronic device of claim 14, further comprising:
detecting user input at a location corresponding to one of the respective fulfilled items that has been designated as either a similar or an inferred baseline match; and
based on the user input, re-designating the one respective fulfilled item as an exact baseline match.

### Claim 16 (depends on 14)

The electronic device of claim 14, further comprising:
receiving a selection of one of the respective fulfilled items from the display of the electronic device;
in accordance with a determination that the selected fulfilled item has been designated as an exact baseline match, determining a baseline price for the first item using a first baseline price metric; and
in accordance with a determination that the selected fulfilled item has been designated as a similar or an inferred baseline match, determining a baseline price for the first item using a second baseline price metric that is distinct from the first baseline price metric.

### Claim 17 (depends on 16)

The electronic device of claim 16, wherein the baseline price for the first item includes one or more commodities associated with a variable price.

### Claim 18 (depends on 17)

The electronic device of claim 17, further comprising:
detecting a change in the variable price;
determining whether the change satisfies a price threshold; and
in accordance with a determination that the change satisfies the price threshold, adjusting the baseline price.

### Claim 19 (depends on 14)

The electronic device of claim 14, further comprising, in accordance with a determination that the deviations do not satisfy the exact, similar, and inferred baseline match tolerances, designating the respective fulfilled item as no baseline match.

### Claim 20 (depends on 13)

The electronic device of claim 13, wherein the exact baseline match tolerance specifies a first plurality of deviations from the first set of print specifications, the similar baseline match tolerance specifies a second plurality of deviations from the first set of print specifications, and the inferred baseline match threshold specifies a third plurality of deviations from the first set of print specifications and further wherein the third plurality of deviations includes more deviations than the first plurality and the second plurality of deviations and the second plurality of deviations includes more deviations than the first plurality of deviations.

### Claim 21 (depends on 12)

The electronic device of claim 12, wherein the first set of print specifications includes quantity, finished size, flat size, paper weight, paper type, print colors, coating information, basic finishing information, complex finishing information, packing information, delivery information, proofing information, substrate selection information, ink information, and kitting information.

### Claim 22 (depends on 12)

The electronic device of claim 12, wherein retrieving the historical purchasing information about the plurality of fulfilled items in the first product category includes retrieving corresponding invoice data associated with the plurality of fulfilled items in the first product category and the method further comprises:
discarding historical purchasing information about a respective fulfilled item of the plurality of fulfilled items in accordance with a determination that the historical purchasing information does not match the corresponding invoice data associated with the respective fulfilled item of the plurality of fulfilled items.

### Claim 23

A non-transitory computer-readable storage medium storing executable instructions that, when executed by an electronic device with a touch-sensitive display, cause the electronic device to:
receive, via an input device within a user interface displayed on the display of the electronic device, from a user of the electronic device, a request to view baseline candidates for a first set of print specifications associated with a first item in a first product category;
in response to receiving the request:
retrieve, from a print procurement system, historical purchasing information about a plurality of fulfilled items in the first product category;
display, within the user interface on the display, a respective user interface object for each fulfilled item of the plurality of fulfilled items;
while displaying the respective user interface objects for each fulfilled item of the plurality of fulfilled items, retrieve, from the print procurement system, an exact baseline match tolerance and a similar baseline match tolerance associated with the first item;
for each fulfilled item in the plurality of fulfilled items:
identify deviations in print specifications associated with a respective fulfilled item when compared to the first set of print specifications;
in accordance with a determination that the deviations satisfy the exact baseline match tolerance, designate the respective fulfilled item as an exact baseline match;
in accordance with a determination that the deviations satisfy the similar baseline match tolerance, designate the respective fulfilled item as a similar baseline match; and
update the respective user interface object within the user interface that is displayed on the display corresponding to the respective fulfilled item to indicate whether the respective fulfilled item has been designated as an exact baseline match or a similar baseline match based on the determinations as to whether the deviations satisfy the exact and similar baseline match tolerances,
wherein the determination that the deviations satisfy the exact baseline match tolerance and the determination that the deviations satisfy the similar baseline match tolerance are performed by the electronic device and/or the print procurement system in accordance with bandwidth usage at the electronic device.