# US 10,769,643 B2 · Proxy-based profile management to deliver personalized services > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 10,769,643 B2 - Document ID: US10769643B2 - Status: Granted - Kind: B2 - Application number: 15/788,251 - Filed: 2017-10-19 - Published: 2018-02-08 - Granted: 2020-09-08 - Earliest claimed: 2004-07-23 - Assignees: AT&T Intellectual Property I, L.P. - Applicants: At&T Intellectual Property I, L.P. - Inventors: Sreenivasa Rao Gorti; David Patron; Paul Vanvleck; Javier B. Arellano - Web page: https://patentgrep.com/patent/US10769643B2 ## CPC - G06Q 30/02: Marketing; Price estimation or determination; Fundraising - G06Q 30/0222: {During e-commerce, i.e. online transactions} - G06Q 30/0253: {During e-commerce, i.e. online transactions} - G06Q 30/0267: {Wireless devices} - G06Q 30/0269: {based on user profile or attribute} - H04L 67/306: User profiles - H04W 4/02: Services making use of location information - H04W 4/029: Location-based management or tracking services - H04W 4/21: for social networking applications - 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 - H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M) - H04W: WIRELESS COMMUNICATION NETWORKS (broadcast communication H04H; communication systems using wireless links for non-selective communication, e.g. wireless extensions H04M1/72) ## Abstract A method includes receiving, at a server associated with a merchant, an identification token associated with a mobile device located in a service environment associated with the merchant. The identification token includes an opaque token generated by a source other than the mobile device. The method includes, receiving an address of a profile agent associated with the mobile device. The profile agent is distinct from the mobile device. The method includes sending to the profile agent, a request for a user profile associated with the mobile device, where the request includes the identification token, and receiving an opaque user profile responsive to the request. The method also includes sending a personalized offer associated with the merchant to the profile agent based on the opaque user profile. The profile agent causes application of preferences and policies associated with the mobile device to the personalized offer to determine whether to forward the personalized offer to the mobile device. ## Claims ### Claim 1 A method comprising: detecting, by a processing system comprising a processor at a server associated with a merchant, a presence of a mobile device in a service environment associated with the merchant; receiving, by the processing system, an identification token associated with the mobile device, wherein the identification token includes a one-time opaque token generated by a source other than the mobile device and valid only while the mobile device remains in the service environment; receiving, by the processing system at the server, an address of a profile agent associated with the mobile device, the profile agent external to the mobile device; sending, by the processing system from the server to the profile agent, a request for a user profile associated with the mobile device, the request including the identification token; receiving, by the processing system at the server, an opaque user profile responsive to the request; and sending, by the processing system, a personalized offer associated with the merchant from the server to the profile agent based on the opaque user profile, wherein the profile agent causes application of preferences and policies associated with the mobile device to the personalized offer to determine whether to forward the personalized offer to the mobile device. ### Claim 2 (depends on 1) The method of claim 1, wherein the presence of the mobile device in the service environment is detected by an access point of a local area network associated with the merchant. ### Claim 3 (depends on 2) The method of claim 2, wherein the mobile device sends a uniform resource locator for the profile agent to the access point. ### Claim 4 (depends on 1) The method of claim 1, wherein a service provider associated with the mobile device provides the merchant with a notice that the mobile device is in the service environment. ### Claim 5 (depends on 4) The method of claim 4, wherein the notice identifies a uniform resource locator for the profile agent. ### Claim 6 A method comprising: receiving, by a processing system comprising a processor at a server, a user profile associated with a mobile device, the user profile including profile policies and preferences; storing, by the processing system, the user profile to a database such that at least a portion of the user profile is accessible to a profile agent associated with the mobile device, the profile agent distinct from the mobile device; sending, by the processing system, a portion of the user profile, retrieved from the database, from the server to the profile agent responsive to a request from the profile agent, the portion comprising an opaque user profile; responsive to the sending the portion, receiving, by the processing system at the server from the profile agent, a personalized offer, the personalized offer provided from a merchant based on the portion and in accordance with the merchant detecting a presence of the mobile device in a service environment of the merchant, wherein the opaque user profile comprises a one-time identification token valid only while the mobile device remains in the service environment; and applying, by the processing system at the server, the profile policies and preferences to the personalized offer to determine whether to permit the personalized offer to be sent from the profile agent to the mobile device. ### Claim 7 (depends on 6) The method of claim 6, further comprising sending, by the processing system, the personalized offer to the profile agent responsive to a determination to permit the personalized offer to be sent to the mobile device. ### Claim 8 (depends on 6) The method of claim 6, wherein the profile agent is a multi-hop agent. ### Claim 9 (depends on 6) The method of claim 6, wherein a client application on the mobile device supports user interaction with the profile agent. ### Claim 10 (depends on 6) The method of claim 6, wherein the user profile identifies particular merchants. ### Claim 11 (depends on 6) The method of claim 6, wherein the user profile identifies particular product categories. ### Claim 12 (depends on 6) The method of claim 6, wherein the user profile is received via a user interface. ### Claim 13 (depends on 12) The method of claim 12, wherein the user interface is linked to product catalogs, company catalogs, or both. ### Claim 14 (depends on 6) The method of claim 6, wherein the opaque user profile inhibits direct communication between the merchant and the mobile device. ### Claim 15 (depends on 6) The method of claim 6, wherein the personalized offer includes a discount coupon. ### Claim 16 A non-transitory computer-readable medium comprising instructions that, when executed by a processor, cause the processor to perform operations comprising: receiving a user profile associated with a mobile device, the user profile including profile policies and preferences; storing the user profile to a database, the user profile accessible to a profile agent associated with the mobile device, the profile agent distinct from the mobile device; sending a portion of the user profile retrieved from the database to the profile agent responsive to a request from the profile agent, the portion comprising an opaque user profile; responsive to sending the portion, receiving, from the profile agent, a personalized offer directed to the mobile device, the personalized offer provided from a merchant based on the portion and in accordance with the merchant detecting a presence of the mobile device in a service environment of the merchant, wherein the opaque user profile comprises a one-time identification token valid only while the mobile device remains in the service environment; and applying the profile policies and preferences to the personalized offer to determine whether to permit the personalized offer to be sent from the profile agent to the mobile device. ### Claim 17 (depends on 16) The non-transitory computer-readable medium of claim 16, wherein the operations further comprise sending the personalized offer to the profile agent responsive to a determination to permit the personalized offer to be sent to the mobile device. ### Claim 18 (depends on 16) The non-transitory computer-readable medium of claim 16, wherein the profile agent is a single-hop agent. ### Claim 19 (depends on 16) The non-transitory computer-readable medium of claim 16, wherein the request from the profile agent is received in response to the mobile device being located in a service environment associated with the merchant. ### Claim 20 (depends on 16) The non-transitory computer-readable medium of claim 16, wherein the user profile is received via a user interface.