US 2025/0148487 A1 · METHODS, PROCESSES, AND SYSTEMS TO DEPLOY ARTIFICIAL INTELLIGENCE (AI)-BASED CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM USING MODEL-DRIVEN SOFTWARE ARCHITECTURE

Abstract

A method includes curating CRM data by employing a type system of a model-driven architecture and selecting an AI CRM application from a group of applications. Each CRM application may generate one or more use case insights with one or more objectives. The method also includes obtaining one or more data models including an industry-specific data model from the curated CRM data and orchestrating a plurality of machine learning models for the selected CRM application with the obtained data model(s) to determine one or more machine learning models effective for at least one objective of the selected CRM application. The method further includes applying the determined machine learning model(s) and the obtained data model(s) to predict probabilities that optimize the at least one objective and using the predicted probabilities to apply at least one of the one or more use case insights that optimizes the at least one objective.

Claims30

Dependent claims

A method comprising:

executing at least one of multiple customer relationship management (CRM) functions using one or more processors, each CRM function associated with and configured to use one or more trained machine learning models and one or more data models;
administering, using a model orchestrator, usage of the machine learning models and the data models based on (i) the at least one CRM function of the multiple CRM functions being executed and (ii) a specified use case associated with the at least one CRM function being executed;
generating evidence packages associated with predictions produced by the machine learning models, each evidence package identifying features that contribute to the associated prediction generated by the associated machine learning model;
and
providing one or more of the evidence packages as one or more inputs to at least one of the machine learning models.

2 more elements

An apparatus comprising:

at least one processing device configured to:
execute at least one of multiple customer relationship management (CRM) functions, each CRM function associated with and configured to use one or more trained machine learning models and one or more data models;
administer, using a model orchestrator, usage of the machine learning models and the data models based on (i) the at least one CRM function of the multiple CRM functions being executed and (ii) a specified use case associated with the at least one CRM function being executed;
generate evidence packages associated with predictions produced by the machine learning models, each evidence package identifying features that contribute to the associated prediction generated by the associated machine learning model;
and
provide one or more of the evidence packages as one or more inputs to at least one of the machine learning models.

3 more elements

A non-transitory computer readable medium storing computer readable program code that, when executed by one or more processors, causes the one or more processors to:

execute at least one of multiple customer relationship management (CRM) functions, each CRM function associated with and configured to use one or more trained machine learning models and one or more data models;
administer, using a model orchestrator, usage of the machine learning models and the data models based on (i) the at least one CRM function of the multiple CRM functions being executed and (ii) a specified use case associated with the at least one CRM function being executed;
generate evidence packages associated with predictions produced by the machine learning models, each evidence package identifying features that contribute to the associated prediction generated by the associated machine learning model;
and
provide one or more of the evidence packages as one or more inputs to at least one of the machine learning models.

2 more elements

Dependencies are inferred from the claim text.

Facts

Application

19/015,232Filed 9 Jan 2025

Priority

22 Jun 2021

Published

8 May 2025

Term ends

Not estimatedThe source records don’t support an estimate.

Classification4 codes

G06Q 30/0201
Marketing; Price estimation or determination; Fundraising: market modelling; Market analysis; Collecting market data
G06Q 30/01
Commerce: customer relationship services
G06Q 30/0202
Market modelling; Market analysis; Collecting market data: market predictions or forecasting for commercial activities
G06Q
Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial

Methods, processes, and systems to deploy artificial intelligence (ai)-based customer relationship management (crm) system using model-driven software architecture

Life of this patent

Methods, processes, and systems to deploy artificial intelligence (ai)-based customer relationship management (crm) system using model-driven software architecture

Life of this patent

Abstract

Claims30