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US 9,542,452 B1Granted
Systems and methods for identifying and ranking successful agents based on data analytics
AssigneeMassachusetts Mutual Life Insurance Company
InventorsGareth Ross, Tricia Walker
Life of this patent
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Abstract
A system and a method for identifying and ranking agents are disclosed herein. The system includes an analytics engine which retrieves information from external and internal databases. The analytics engine uses the information retrieved from these databases, in addition to one or more success factors or key attributes, to identify and rank prospective agents. The analytics engine can also match one or more prospective agents with a general agent and provide ranking and performance assessment reports for evaluating and following up on the agent's career development.
Claims12
A computer-implemented method comprising:
- retrieving, by a profile analyzer module of an analytics engine server, a profile record and related data associated with an active agent from an internal database;
- providing, by an attributes analyzer module of the analytics engine server, a key attribute for predicting a likelihood of success for a prospective or current agent;
- comparing, by a profile analyzer of the analytics engine server, the profile record of the active agent with key attributes by applying an algorithm based on the key attribute;
- assigning, by the profile analyzer of the analytics engine server, a validation score for the profile record of the active agent compared with each key attribute, wherein the validation score is based upon whether the profile record satisfies a predetermined criteria for the key attribute;
- estimating, by a ranking module of the analytics engine server, a weighted coefficient for the profile record based on the validation score, wherein the weighted coefficient is a summation of validation scores for the comparison of each key attribute of the profile record of the active agent;
- determining, by the ranking module of the analytics engine server, whether the weighted coefficient satisfies a predetermined threshold that indicates a likelihood of success of the active agent;
- generating, by the ranking module of the analytics engine server, a listing of active agents having a weighted coefficient that satisfies the predetermined threshold;
- and
- marking, by the ranking module of the analytics engine server, each profile record of active agents that do not have a weighted coefficient that satisfies the predetermined threshold.
6 more elements
A system comprising:
- retrieving, by a profile analyzer module of an analytics engine server configured to retrieve a profile record and related data associated with an active agent from an internal database;
- providing, by an attributes analyzer module of the analytics engine server configured to provide a key attribute for predicting a likelihood of success for a prospective or current agent;
- comparing, by a profile analyzer of the analytics engine server configured to compare the profile record of the active agent with key attributes by applying an algorithm based on the key attribute, and configured to assign a validation score for the profile record of the active agent compared with each key attribute, wherein the validation score is based upon whether the profile record satisfies a predetermined criteria for the key attribute;
- and
- estimating, by a ranking module of the analytics engine server configured to estimate a weighted coefficient for the profile record based on the validation score, wherein the weighted coefficient is a summation of validation scores for the comparison of each key attribute of the profile record of the active agent, configured to determine whether the weighted coefficient satisfies a predetermined threshold that indicates a likelihood of success of the active agent, configured to generate a listing of active agents having a weighted coefficient that satisfies the predetermined threshold, and configured to mark each profile record of active agents that do not have a weighted coefficient that satisfies the predetermined threshold.
2 more elements
Dependencies are inferred from the claim text.