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US 8,805,724 B2Granted
Intelligent customer retention and offer/customer matching
AssigneeVerizon Patent and Licensing Inc.
InventorsIbrahim M. Itani, Yogesh Sawant, Muhammed Shaphy
Life of this patent
Estimating the term…
Abstract
A device receives offer information associated with one or more products or services, receives customer information, and matches the offer information with the customer information based on one or more of system defined rules or user defined rules. The device also generates matched offer and customer information based on the match, and conveys the matched offer and customer information to one or more customers.
Claims20
A method, comprising:
- receiving, at a non-transitory server device, offer information associated with one or more products or one or more services;
- receiving, at the non-transitory server device, customer information associated with one or more customers,
- the customer information including customer condition information associated with the one or more products or the one or more services;
- determining, using the non-transitory server device, a matching of the offer information with the customer information based on:
- system-defined rules that define products or services to offer to the one or more customers and define under what conditions to offer the products or services, and
- user-defined rules based on at least one or more of:
- information regarding a profile associated with the one or more customers,
- information regarding a churn score associated with the one or more customers,
- information regarding a credit history associated with the one or more customers,
- information regarding a treatment history associated with the one or more customers,
- information regarding current account products or current account services associated with the one or more customers, or
- information regarding market intelligence associated with the one or more customers;
- generating, using the non-transitory server device, matched offer and customer information based on the matching;
- and
- conveying, using the non-transitory server device, the matched offer and customer information in an order of priority.
12 more elements
A non-transitory computer-readable medium storing instructions, the instructions comprising:
- one or more instructions that, when executed by at least one processor, cause the at least processor to:
- receive offer information associated with one or more products or one or more services;
- receive customer information associated with one or more customers,
- the customer information including customer condition information associated with the one or more products or the one or more services;
- determine a matching of the offer information with the customer information based on:
- system-defined rules that define products or services to offer to the one or more customers and define under what conditions to offer the products or services, and
- user-defined rules based on at least one or more of:
- information regarding a profile associated with the one or more customers,
- information regarding a churn score associated with the one or more customers,
- information regarding a credit history associated with the one or more customers, or
- information regarding a treatment history associated with the one or more customers;
- generate matched offer and customer information based on the matching;
- convey the matched offer and customer information in an order of priority.
10 more elements
A system comprising:
- a server, implemented at least partially in hardware, to:
- receive offer information associated with one or more products or services;
- receive customer information associated with one or more customers,
- the customer information including customer condition information associated with the one or more products or services;
- determine a matching of the offer information with the customer information based on:
- system-defined rules that define products or services to offer to the one or more customers and define under what conditions to offer the products or services, and
- user-defined rules that include at least one of:
- information associated with a customer profile,
- information associated with a customer churn score,
- information associated with a customer credit history,
- information associated with a customer treatment history,
- information associated with a customer account product or service, or
- information associated with market intelligence;
- generate matched offer and customer information based on the matching;
- and
- convey the matched offer and customer information in an order of priority.
13 more elements
Dependencies are inferred from the claim text.