# US 12,008,595 B2 · Method for populating member profiles

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- Number: US 12,008,595 B2
- Document ID: US12008595B2
- Status: Granted
- Kind: B2
- Application number: 17/845,531
- Filed: 2022-06-21
- Published: 2022-12-08
- Granted: 2024-06-11
- Earliest claimed: 2011-06-24
- Assignees: Edatanetworks Inc.
- Applicants: Edatanetworks, Inc.
- Inventors: Terrance Patrick Tietzen; Matthew Arnold Macpherson Bates
- Web page: https://patentgrep.com/patent/US12008595B2

## CPC

- G06Q 30/0224: {based on user history}
- A43B 13/184: {the structure protruding from the outsole}
- A43B 13/186: {Differential cushioning region, e.g. cushioning located under the ball of the foot (resilient heel not included in the sole A43B21/26; resilient supports for the heel of the foot A43B21/32)}
- G06Q 30/02: Marketing; Price estimation or determination; Fundraising
- G06Q 30/0207: Discounts or incentives, e.g. coupons or rebates
- G06Q 30/0222: {During e-commerce, i.e. online transactions}
- G06Q 30/0226: Incentive systems for frequent usage, e.g. frequent flyer miles programs or point systems
- G06Q 30/0233: {Method of redeeming a frequent usage reward}
- G06Q 30/0241: Advertisements
- G06Q 30/0242: Determining effectiveness of advertisements
- G06Q 30/0256: {User search}
- G06Q 30/0214: Referral reward systems
- 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
- A43B: CHARACTERISTIC FEATURES OF FOOTWEAR; PARTS OF FOOTWEAR

## Abstract

Methods, devices and media for a pre-enrollment registration system are described. The method includes: receiving signals representing pre-enrollment data, the pre-enrollment data including profile information associated with at least one prospective member; generating, with the at least one processor, a registration identifier for each of the at least one prospective members; storing each of the registration identifiers in association with the respective prospective member profile information; receiving, at the at least one processor, signals representing a registration request including the registration identifier associated with a requesting prospective member; generating, with the at least one processor, signals for displaying an interface, the interface including a plurality of profile fields, wherein at least one of the profile fields are pre-populated with at least a portion of the profile information associated with the requesting prospective member; and receiving signals for modifying or confirming the pre-populated profile fields.

## Claims

### Claim 1

A method comprising:
receiving signals that include profile information associated with at least one prospective member;
generating a registration identifier for each of the at least one prospective members, each registration identifier identifying the profile information associated with a respective prospective member of the at least one prospective member;
storing each of the registration identifiers in association with the respective prospective member profile information;
receiving representing a registration request including the registration identifier associated with a requesting prospective member, wherein said receiving further includes:
displaying a prospective member registration interface having a plurality of data fields for receiving prospective member profile data; and
receiving from the prospective member registration interface, signals representing inputted prospective member profile data associated with at least one of the plurality of data fields;
generating signals for displaying an interface, the interface including a plurality of profile fields, wherein at least one of the profile fields are pre-populated with at least a portion of the profile information associated with the requesting prospective member, wherein said generating further includes:
populating a prospective member profile with the inputted prospective member profile data;
identifying at least one prospective member registration identifier from the prospective member profile, the at least one prospective member identifier uniquely identifying the prospective member;
generating signals to instruct an automated prospective member boarding module to search one or more data sources using the at least one prospective member registration identifier and retrieve from the searched one or more data sources additional prospective member profile data associated with at least one of the plurality of data fields which are not populated with the inputted prospective member profile data;
generating signals for displaying the additional prospective member profile data for verification, and upon receiving signals confirming the additional prospective member profile data, automatically populating the prospective member profile with the confirmed additional prospective member profile data;
populating the prospective member profile with at least one incentive for transactions with the prospective member; and
determining if a predetermined minimum set of unique prospective member profile data is populated in the prospective member profile to generate a prospective member profile and based on the determination;
i. storing the prospective member profile as pending in a data storage device;
ii. deleting the prospective member profile from the data storage device; or
iii. storing the prospective member profile as registered in the data storage device;
and
receiving signals for modifying or confirming the pre-populated profile fields, wherein one of more of each said receiving of said signals is via telecommunications hardware with a short range wireless network operating according to the 802.11 family of standards.

### Claim 2 (depends on 1)

The method as defined in claim 1, further comprising generating signals for displaying or distributing each of the at least one registration identifier.

### Claim 3 (depends on 1)

The method as defined in claim 1, further comprising associating the profile information with the at least one of the profile fields.

### Claim 4 (depends on 1)

The method as defined in claim 1, further comprising receiving signals at least one of an administrator portal interface, a card issuer system, a merchant system, and a charity system.

### Claim 5 (depends on 1)

The method as defined in claim 1, further comprising:
before generating the signals for displaying on the interface, generating a verification request, the verification request including a request for input data for at least one of the profile fields; and
when the input data matches the at least one profile field, generating the signals for displaying the interface.

### Claim 6 (depends on 1)

The method as defined in claim 1, wherein:
the prospective member is a merchant; and
the plurality of data fields includes data fields associated with one or more merchant store locations in the prospective member profile;
and
the method further comprises:
generating signals to cause searching of the one or more data sources to locate data pertaining to one or more of the one or more merchant store locations;
displaying, on the display, the data pertaining to the one or more merchant store locations;
receiving signals representing one or more inputs confirming the data pertaining to the one or more merchant store locations; and
populating the prospective member profile with the one or more merchant store locations with the confirmed data.

### Claim 7 (depends on 1)

The method as defined in claim 1, further comprising:
identifying a merchant payment processing identifier as related to one merchant location of the one or more merchant transactions;
identifying merchant location data as corresponding with the merchant location; and
storing the merchant location data as corresponding to the merchant location in the prospective member profile.

### Claim 8

A method comprising:
receiving signals that include profile information associated with at least one prospective member;
generating a registration identifier for each of the at least one prospective members, each registration identifier identifying the profile information associated with a respective prospective member of the at least one prospective member;
storing each of the registration identifiers in association with the respective prospective member profile information;
receiving signals representing a registration request including the registration identifier associated with a requesting prospective member, wherein said receiving includes:
displaying a prospective member registration interface having a plurality of data fields for receiving prospective member profile data; and
receiving from the prospective member registration interface, signals representing inputted prospective member profile data associated with at least one of the plurality of data fields;
generating signals for displaying an interface, the interface including a plurality of profile fields, wherein at least one of the profile fields are pre-populated with at least a portion of the profile information associated with the requesting prospective member, wherein said generating further includes:
populating a prospective member profile with the inputted prospective member profile data;
identifying at least one prospective member registration identifier from the prospective member profile, the at least one prospective member identifier uniquely identifying the prospective member;
generating signals to instruct an automated prospective member boarding module to search one or more data sources using the at least one prospective member registration identifier and retrieve from the searched one or more data sources additional prospective member profile data associated with at least one of the plurality of data fields which are not populated with the inputted prospective member profile data;
generating signals for displaying the additional prospective member profile data for verification, and upon receiving signals confirming the additional prospective member profile data, automatically populating the prospective member profile with the confirmed additional prospective member profile data;
populating the prospective member profile with at least one incentive for transactions with the prospective member;
and
the at least one incentive is identified based on the confirmed additional prospective member profile data; and
determining if a predetermined minimum set of unique prospective member profile data is populated in the prospective member profile to generate a prospective member profile and based on the determination;
i. storing the prospective member profile as pending in a data storage device;
ii. deleting the prospective member profile from the data storage device; or
iii. storing the prospective member profile as registered in the data storage device;
and
receiving signals for modifying or confirming the pre-populated profile fields, wherein one of more of each said receiving of said signals is via telecommunications hardware with a short range wireless network operating according to the 802.11 family of standards.

### Claim 9 (depends on 8)

The method as defined in claim 8, further comprising generating signals for displaying or distributing each of the at least one registration identifier.

### Claim 10 (depends on 8)

The method as defined in claim 8, further comprising associating the profile information with the at least one of the profile fields.

### Claim 11 (depends on 8)

The method as defined in claim 8, wherein the signals representing pre-enrollment data are received via at least one of an administrator portal interface, a card issuer system, a merchant system, and a charity system.

### Claim 12 (depends on 8)

The method as defined in claim 8, further comprising:
before generating the signals for displaying the interface, generating a verification request, the verification request including a request for input data for at least one of the profile fields having pre-enrollment data; and
when the input data matches the pre-enrollment data for the at least one profile field, generating the signals for displaying the interface.

### Claim 13 (depends on 8)

The method as defined in claim 8, wherein:
the prospective member is a merchant;
the plurality of data fields includes data fields associated with one or more merchant store locations in the prospective member profile; and
the method further comprises:
generating signals to cause searching of the one or more data sources to locate data pertaining to one or more of the one or more merchant store locations;
displaying, on the display, the data pertaining to the one or more merchant store locations;
receiving signals representing one or more inputs confirming the data pertaining to the one or more merchant store locations; and
populating the prospective member profile with the one or more merchant store locations with the confirmed data.

### Claim 14 (depends on 8)

The method as defined in claim 8, further comprising:
identifying a merchant payment processing identifier as related to one merchant location of the one or more merchant transactions;
identifying merchant location data as corresponding with the merchant location; and
storing the merchant location data as corresponding to the merchant location in the prospective member profile.

### Claim 15

A non-transitory computer-readable medium or media having stored thereon instructions which, when executed by a smartphone, the smartphone performs a method comprising:
receiving, from at least one third party server or database, signals representing pre-enrollment data, the pre-enrollment data including profile information associated with at least one prospective member;
generating a registration identifier for each of the at least one prospective members, each registration identifier identifying the profile information associated with a respective prospective member of the at least one prospective member;
storing each of the registration identifiers in association with the respective prospective member profile information;
receiving signals representing a registration request including the registration identifier associated with a requesting prospective member, wherein said receiving further includes:
displaying, on a display using a webserver, a prospective member registration interface having a plurality of data fields for receiving prospective member profile data; and
receiving from the prospective member registration interface, signals representing inputted prospective member profile data associated with at least one of the plurality of data fields;
generating signals for displaying an interface, the interface including a plurality of profile fields, wherein at least one of the profile fields are pre-populated with at least a portion of the profile information associated with the requesting prospective member, wherein said generating further includes:
populating a prospective member profile with the inputted prospective member profile data;
identifying at least one prospective member registration identifier from the prospective member profile, the at least one prospective member identifier uniquely identifying the prospective member;
generating signals to instruct an automated prospective member boarding module to search one or more data sources using the at least one prospective member registration identifier and retrieve from the searched one or more data sources additional prospective member profile data associated with at least one of the plurality of data fields which are not populated with the inputted prospective member profile data;
generating signals for displaying the additional prospective member profile data for verification, and upon receiving signals confirming the additional prospective member profile data, automatically populating the prospective member profile with the confirmed additional prospective member profile data;
populating the prospective member profile with at least one incentive for transactions with the prospective member;
and
the at least one incentive is identified based on the confirmed additional prospective member profile data; and
determining if a predetermined minimum set of unique prospective member profile data is populated in the prospective member profile to generate a prospective member profile and based on the determination;
i. storing the prospective member profile as pending in a data storage device;
ii. deleting the prospective member profile from the data storage device;
or
iii. storing the prospective member profile as registered in the data storage device;
and
receiving signals for modifying or confirming the pre-populated profile fields, wherein one of more of each said receiving of said signals is via telecommunications hardware with a short range wireless network operating according to the 802.11 family of standards.

### Claim 16 (depends on 15)

The non-transitory computer-readable medium or media as defined in claim 15, wherein the method further comprises generating signals for displaying or distributing each of the at least one registration identifier.

### Claim 17 (depends on 15)

The non-transitory computer-readable medium or media as defined in claim 15, wherein the method further comprises associating the profile information with the at least one of the profile fields.

### Claim 18 (depends on 15)

The non-transitory computer-readable medium or media as defined in claim 15, wherein the signals representing pre-enrollment data are received via at least one of an administrator portal interface, a card issuer system, a merchant system, and a charity system.

### Claim 19 (depends on 15)

The non-transitory computer-readable medium or media as defined in claim 15, wherein the method further comprises:
before generating the signals for displaying the interface, generating, with the at least one processor, a verification request, the verification request including a request for input data for at least one of the profile fields having pre-enrollment data; and
when the input data matches the pre-enrollment data for the at least one profile field, generating the signals for displaying the interface.

### Claim 20 (depends on 15)

The non-transitory computer-readable medium or media as defined in claim 15, wherein:
the prospective member is a merchant; and
the plurality of data fields includes data fields associated with one or more merchant store locations in the prospective member profile;
and
the method further comprises:
generating signals to cause searching of the one or more data sources to locate data pertaining to one or more of the one or more merchant store locations;
displaying, on the display, the data pertaining to the one or more merchant store locations;
receiving signals representing one or more inputs confirming the data pertaining to the one or more merchant store locations;
populating the prospective member profile with the one or more merchant store locations with the confirmed data;
identifying a merchant payment processing identifier as related to one merchant location of the one or more merchant transactions;
identifying merchant location data as corresponding with the merchant location; and
storing the merchant location data as corresponding to the merchant location in the prospective member profile.