# US 2021/0240151 A1 · Renewable energy allocation based on guided position matching

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- Number: US 2021/0240151 A1
- Document ID: US20210240151A1
- Status: Published application
- Kind: A1
- Application number: 17/104,014
- Filed: 2020-11-25
- Published: 2021-08-05
- Earliest claimed: 2020-02-04
- Assignees: NewPartner Energy LLC
- Applicants: NewPartner Energy LLC
- Inventors: Noam Yaffe; Henry Yaffe; Yaniv Yaffe
- Web page: https://patentgrep.com/patent/US20210240151A1

## CPC

- G05B 19/042: using digital processors (G05B19/05 takes precedence)
- G06Q 10/0635: Risk analysis of enterprise or organisation activities
- G05B 2219/2639: Energy management, use maximum of cheap power, keep peak load low
- H04L 67/12: specially adapted for proprietary or special-purpose networking environments, e.g. medical networks, sensor networks, networks in vehicles or remote metering networks
- Y02P 90/02: Total factory control, e.g. smart factories, flexible manufacturing systems [FMS] or integrated manufacturing systems [IMS]
- Y04S 40/18: Network protocols supporting networked applications, e.g. including control of end-device applications over a network
- G05B: CONTROL OR REGULATING SYSTEMS IN GENERAL; FUNCTIONAL ELEMENTS OF SUCH SYSTEMS; MONITORING OR TESTING ARRANGEMENTS FOR SUCH SYSTEMS OR ELEMENTS (systems for controlling or regulating non-electric variables G05D; systems for regulating electric or magnetic variables G05F; control devices or systems insofar as characterised by mechanical features only G05G)
- 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)
- Y02P: CLIMATE CHANGE MITIGATION TECHNOLOGIES IN THE PRODUCTION OR PROCESSING OF GOODS
- Y04S: SYSTEMS INTEGRATING TECHNOLOGIES RELATED TO POWER NETWORK OPERATION, COMMUNICATION OR INFORMATION TECHNOLOGIES FOR IMPROVING THE ELECTRICAL POWER GENERATION, TRANSMISSION, DISTRIBUTION, MANAGEMENT OR USAGE, i.e. SMART GRIDS

## Abstract

A server-based system for allocating renewable energy from a power plant based on guided position matching includes at least one server with a memory that stores instructions and a processor that processes the instructions. When executed by the processor, the instructions cause the server-based system to provide a first template of selectable options to a first networked device and receive selections based on a subset of the selectable options from the first template, create, based on the selections based on the subset of the selectable options from the first template, a customized second template of selectable options. The instructions also cause the server-based system to interactively receive selections based on the selectable options in the second template from the second networked device and generate feedback to the second networked device, based on the selections based on the selectable options in the second template, to guide the second party to create a proposal by selecting the selections based on the selectable options in the second template.

## Claims

### Claim 1

A server-based system for allocating renewable energy from a power plant, comprising:
at least one server with a memory that stores instructions and a processor that processes the instructions, wherein, when executed by the processor, the instructions cause the server-based system to:
provide a first template of selectable options to a first networked device controlled by a first party;
receive selections based on a subset of the selectable options from the first template from the first networked device;
create, based on the selections based on the subset of the selectable options from the first template, a customized second template of selectable options;
generate a request to receive one or more proposals for allocating renewable energy from the power plant;
receive, from a second networked device controlled by a second party, a request to submit a proposal for allocating renewable energy from the power plant;
provide, to the second networked device, the second template of selectable options;
interactively receive selections based on the selectable options in the second template from the second networked device and generate feedback to the second networked device, based on the selections of the selectable options in the second template, to guide the second party to create a proposal by selecting the selections based on the selectable options in the second template; and
determine when the selections based on the selectable options in the second template from the second networked device match the selections based on the subset of the selectable options from the first networked device,
wherein renewable energy from the power plant is allocated based on determining when the selections based on the selectable options in the second template from the second networked device match the selections based on the subset of the selectable options from the first networked device.

### Claim 2 (depends on 1)

The server-based system for allocating renewable energy from a power plant of claim 1,
wherein, when executed by the processor, the instructions cause the server-based system to further:
receive, from a third networked device controlled by a third party, a request to submit a proposal for allocating renewable energy from the power plant;
provide, to the third networked device, the second template of the selectable options;
interactively receive selections based on the selectable options in the second template from the third networked device and generate feedback to the third networked device, based on the selections based on the selectable options in the second template, to guide the third party to create a proposal by selecting the selections based on the selectable options in the second template; and
determine when the selections based on the selectable options in the second template from the third networked device match the selections based on the subset of the selectable options from the first networked device,
wherein renewable energy from the power plant is allocated based on determining when the selections based on the selectable options in the second template from the third networked device match the selections based on the subset of the selectable options from the first networked device.

### Claim 3 (depends on 2)

The server-based system for allocating renewable energy from a power plant of claim 2,
wherein, when executed by the processor, the instructions cause the server-based system to further:
compare the selections based on the selectable options in the second template from the second networked device with the selections based on the selectable options in the second template from the third networked device, and
identify, from the selections based on the selectable options in the second template from the second networked device and the selections based on the selectable options in the second template from the third networked device, feedback to provide to the second networked device and the third networked device based on which of the selections based on the selectable options in the second template from the second networked device and the selections based on the selectable options in the second template from the third networked device is most mismatched with the selections based on the subset of the selectable options from the first networked device.

### Claim 4 (depends on 1)

The server-based system for allocating renewable energy from a power plant of claim 1,
wherein the capacity is allocated based on a renewable energy attribute selected as a selectable option in the first template from the first networked device.

### Claim 5 (depends on 1)

The server based system for allocating renewable energy from a power plant of claim 1, wherein, when executed by the processor, the instructions cause the server-based system to further:
restrict a combination of selections based on the selectable options in the second template.

### Claim 6 (depends on 1)

The server-based system for allocating renewable energy from a power plant of claim 1,
wherein the second template of the selectable options is customized based on preferences, requirements, parameters including ranges, and rules from the first networked device.

### Claim 7 (depends on 1)

The server-based system for allocating renewable energy from a power plant of claim 1, wherein, when executed by the processor, the instructions cause the server-based system to further:
feed, to artificial intelligence, selections based on the selectable options in the second template from the second networked device, selections based on the subset of the selectable options in the first template from the first networked device , and a determination that the selections based on the selectable options in the second template from the second networked device match the selections based on the subset of the selectable options from the first networked device.

### Claim 8 (depends on 1)

The server-based system for allocating renewable energy from a power plant of claim 1,
wherein a determination that the selections based on the selectable options in the second template from the second networked device match the selections based on the subset of the selectable options from the first networked device is based on applying artificial intelligence to a plurality of previous instantiations of successful matches between selections based on selectable options in second templates that include the second template.

### Claim 9 (depends on 1)

The server-based system for allocating renewable energy from a power plant of claim 1,
wherein, when executed by the processor, the instructions cause the server-based system to further:
interact with the second networked device to guide the second party and provide real-time feedback for the second party based on the selections based on the selectable options in the second template, wherein guidance provided from the server-based system includes a representation of a risk of a mismatch or rule infringement for at least one selection of the selectable options in the second template.

### Claim 10 (depends on 1)

The server-based system for allocating renewable energy from a power plant of claim 1,
wherein, when executed by the processor, the instructions cause the server-based system to further:
interact with the second networked device to guide the second party and provide real-time feedback for the second party based on the selections based on the selectable options in the second template, wherein guidance provided from the server-based system includes a representation of a risk of a mismatch or rule infringement for each of a plurality of selections based on the selectable options in the second template.

### Claim 11 (depends on 1)

The server-based system for allocating renewable energy from a power plant of claim 1,
wherein the determination that the selections based on the selectable options in the second template from the second networked device match the selections based on the subset of the selectable options from the first networked device is based on weights applied to each of a plurality of the selectable options in the second template.

### Claim 12 (depends on 1)

The server-based system for allocating renewable energy from a power plant of claim 1,
wherein a value of a proposal responsive to the request for proposals is determined based on a customized discount rate adjustment applied to a customized renewable energy financial instrument defined by the selectable options in the second template, and
wherein the selectable options in the second template include commercial terms of the customized financial instrument.

### Claim 13 (depends on 1)

The server-based system for allocating renewable energy from a power plant of claim 1,
wherein the second template comprises:
the selectable options;
at least one locked option that includes a single requirement provided from the first networked device, and
at least one free-form field for entering discretionary input for an option.

### Claim 14 (depends on 1)

The server-based system for allocating renewable energy from a power plant of claim 1,
wherein each of the selectable options in the second template is weighted in a weighting system customized for the second template.

### Claim 15 (depends on 1)

The server-based system for allocating renewable energy from a power plant in claim 1,
wherein, when executed by the processor, the instructions cause the server-based system to further:
identify a subset of proposals that are received responsive to the request for proposals based a plurality of second templates including the second template, and return the subset of proposals as a short list.

### Claim 16 (depends on 1)

The server-based system for allocating renewable energy from a power plant in claim 1,
wherein, when executed by the processor, the instructions cause the server-based system to further:
optimize parameters as optimized parameters for at least one of the selectable options in the first template; and
recommend the optimized parameters to a first user for the at least one of the selectable options.

### Claim 17 (depends on 16)

The server-based system for allocating renewable energy from a power plant in claim 16,
wherein the optimized parameters are optimized based on selections based on other selectable options in the first template, and the previous success of other proposals based on templates with similar selectable options.

### Claim 18 (depends on 1)

The server-based system for allocating renewable energy capacity from a power plant in claim 1, further comprising:
updating a model showing a measure of at least one of risk or value of a customized financial instrument based on the second template for each selection;
comparing the model with another model for another customized financial instrument based on the second template to show at least one of relative risk and relative value of the customized financial instrument compared to the other customized financial instrument.

### Claim 19 (depends on 1)

The server-based system for allocating renewable energy from a power plant in claim 1, wherein the selectable options include terms for a customizable financial instrument, parameters for the terms, and rules to apply to selections of parameters for a plurality of the terms.

### Claim 20

A server-based interactive guidance system, comprising:
at least one server with a memory that stores instructions and a processor that processes the instructions, wherein, when executed by the processor, the instructions cause the server-based system to:
generate a request to receive one or more proposals;
generate, based on selectable options in a first template from a first networked device, a customized second template including a plurality of selectable options customized for the request to receive one or more proposals;
receive, from a second networked device controlled by a second party, a request to submit a proposal responsive to the request to receive one or more proposals, and receive, from a third networked device controlled by a third party, a request to submit a proposal responsive to the request to receive one or more proposals;
interactively guide a proposal from the second party responsive to the request for proposals and a proposal from the third party responsive to the request for proposals, while the proposal from the second party is being drafted and while the proposal from the third party is being drafted, based on individual selections from the second template by the second party and based on individual selections from the second template by the third party, and
receive the proposal from the second party and the proposal from the third party, and select one of the proposal from the second party and the proposal from the third party based on which of the proposal from the second party and the proposal from the third party best matches the selectable options.