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US 10,592,868 B1Granted
Location-based user dataset management
AssigneeMassachusetts Mutual Life Insurance Company
InventorsRichard Murphy, Brian Berard
Life of this patent
Estimating the term…
Abstract
The system and methods described herein provide for managing user datasets by facilitating interactions between users and their advisors following location-based notification of certain triggering events in the user dataset. The geolocation of the user is used to identify nearby advisors who can provide consultation as required by the user. Some embodiments facilitate introductions to a potential user of a set of advisors matched to the user's profile and in response to certain triggering events in the user's dataset.
Claims20
A method comprising:
- receiving, by a server, a triggering threshold value corresponding to a value associated with a client dataset, wherein the client dataset is associated with a plurality of client records associated with a client and stored in a client database;
- monitoring, by the server, the value associated with the client dataset;
- in response to the value associated with the client dataset satisfying the triggering threshold value, generating by the server, a first instruction configured to activate a geolocation application programming interface and query geolocation data;
- upon transmitting the first instruction to an electronic client device associated with the client dataset, receiving by the server, geolocation data associated with the electronic client device;
- generating, by the server, a second instruction configured to receive data associated with an electronic advisor device within a geographical proximity to the electronic client device;
- upon transmitting the second instruction to a resource database, receiving by the server, data associated with the electronic advisor device within the geographical proximity to the electronic client device;
- generating, by the server, a third instruction configured to receive a calendar dataset status, associated with the electronic advisor device, wherein the calendar dataset status corresponds to a time availability associated with the electronic advisor device;
- upon transmitting the third instruction to a calendar database, receiving by the server, the time availability associated with the electronic advisor device, wherein the calendar database is associated with the electronic advisor device;
- in response to the calendar dataset status being associated with available, generating by the server, a notification comprising data associated with the electronic advisor device and the calendar dataset status;
- and
- transmitting, by the server, the notification to the electronic client device.
8 more elements
A computer system comprising:
- a client database hosted by one or more servers comprising non-transitory machine-readable memory, the client database configured to store a plurality of client records attributable to one or more clients;
- a server configured to:
- receive a triggering threshold value corresponding to a value associated with a client dataset, wherein the client dataset is associated with a plurality of client records associated with a client and stored in a client database;
- monitor the value associated with the client dataset;
- in response to the value associated with the client dataset satisfying the triggering threshold value, generate a first instruction configured to activate a geolocation application programming interface and query geolocation data;
- upon transmitting the first instruction to an electronic client device associated with the client dataset, receive geolocation data associated with the electronic client device;
- generate a second instruction configured to receive data associated with an electronic advisor device within a geographical proximity to the electronic client device;
- upon transmitting the second instruction to a resource database, receive data associated with the electronic advisor device within the geographical proximity to the electronic client device;
- generate a third instruction configured to receive a calendar dataset status, associated with the electronic advisor device, wherein the calendar dataset status corresponds to a time availability associated with the electronic advisor device;
- upon transmitting the third instruction to a third database, receive the time availability associated with the electronic advisor device, wherein the third database is associated with the electronic advisor device;
- in response to the calendar dataset status satisfying a threshold, generate a notification comprising data associated with the electronic advisor device, and the calendar dataset status;
- and
- transmit the notification to the electronic client device.
10 more elements
A computer-implemented method:
- transmitting, by a server, a triggering threshold value to an application programming interface associated with a potential client dataset associated with a first plurality of potential client records, wherein the triggering threshold value corresponds to a first value associated with a potential client dataset;
- generating, by the server, a first instruction configured to continuously monitor the first value associated with the potential client dataset;
- upon transmitting the first instruction to the application programming interface, receiving by the server, a first notification corresponding to the first value associated with the potential client dataset satisfying the triggering threshold value;
- generating by the server, a second instruction configured to activate a geolocation application programming interface and query geolocation data associated with an electronic device associated with the potential client;
- upon transmitting the second instruction to the geolocation application programming interface of the electronic device, receiving by the server, geolocation data associated with the electronic device associated with the potential client;
- generating, by the server, a third instruction configured to receive a first plurality of electronic advisor devices within a geographical proximity to the electronic device associated with the potential client;
- upon transmitting the third instruction to a resource database associated with the first plurality of electronic advisor devices, receiving the first plurality of electronic advisor devices;
- receiving, by the server, a second plurality of potential client records comprising one or more categories of data associated with at least one of demographics, membership in organizations, internet viewing and search history, and purchase history of potential clients;
- assigning, by the server, a second value to each category of data within the second plurality of potential client records;
- receiving, by the server, a first plurality of advisor records comprising one or more categories of data associated with at least one of demographics, membership in organizations, internet viewing and search history, and purchase history of advisors;
- assigning, by the server, a third value to each category of data within the first plurality of advisor records;
- determining, by the server, an electronic advisor device within the first plurality of advisor records, wherein the third value associated with the advisor associated with the electronic advisor device satisfies a threshold;
- receiving, by the server, a calendar dataset status associate with the electronic advisor device;
- in response to the calendar dataset status being associated with available, generating by the server, a notification comprising data associated with the electronic advisor device and the calendar dataset status;
- and
- transmitting, by the server, the notification to the electronic device associated with the potential client.
13 more elements
Dependencies are inferred from the claim text.