Source: http://www.google.com/patents/US7120629
Timestamp: 2016-02-13 08:21:11
Document Index: 277328878

Matched Legal Cases: ['Application No. 60', 'art 41', 'art 41', 'art 41', 'art 41', 'art 41', 'art 122']

Patent US7120629 - Prospects harvester system for providing contact data about customers of ... - Google PatentsSearch Images Maps Play YouTube News Gmail Drive More »Sign inPatentsA system and method for providing profile data representing profiles of potential customers of a business enterprise. The system is based on an application service provider architecture, where the business enterprise accesses the profile data via the Internet using a web browser. The system is capable...http://www.google.com/patents/US7120629?utm_source=gb-gplus-sharePatent US7120629 - Prospects harvester system for providing contact data about customers of product or service offered by business enterprise extracting text documents selected from newsgroups, discussion forums, mailing lists, querying such data to provide customers who confirm to business profile dataAdvanced Patent SearchPublication numberUS7120629 B1Publication typeGrantApplication numberUS 09/865,802Publication dateOct 10, 2006Filing dateMay 24, 2001Priority dateMay 24, 2000Fee statusPaidPublication number09865802, 865802, US 7120629 B1, US 7120629B1, US-B1-7120629, US7120629 B1, US7120629B1InventorsJohn C. Seibel, Yu Feng, Robert L. FosterOriginal AssigneeReachforce, Inc.Export CitationBiBTeX, EndNote, RefManPatent Citations (152), Non-Patent Citations (37), Referenced by (43), Classifications (25), Legal Events (15) External Links: USPTO, USPTO Assignment, EspacenetProspects harvester system for providing contact data about customers of product or service offered by business enterprise extracting text documents selected from newsgroups, discussion forums, mailing lists, querying such data to provide customers who confirm to business profile data
US 7120629 B1Abstract
A system and method for providing profile data representing profiles of potential customers of a business enterprise. The system is based on an application service provider architecture, where the business enterprise accesses the profile data via the Internet using a web browser. The system is capable of using internal data of the business enterprise generated by a variety of accounting, sales, and enterprise planning tools.
1. A database server system, maintained by an application service provider (ASP), for generating contact data for potential customers of a business enterprise other than the ASP, comprising:
a business profile system for providing profile data associated with sales to existing customers of the business enterprise, comprising: a data acquisition process for extracting the business profile data from the enterprise's pre-existing internal data sources; wherein the data sources comprise at least the following data associated with existing customers of the enterprise: customer data, sales data, and account data; a data mart for storing the extracted business profile data;
a prospects harvester system for providing contact data representing information about prospective customers of a product or service offered by the business enterprise comprising: a data acquisition process for extracting Internet text documents from unstructured Internet discussion sites selected from the group of: newsgroups, discussion forums, and mailing lists; wherein each discussion site comprises a collection of text documents generated by participants of the discussion site and received by multiple participants of the discussion site; a text archive for storing the extracted text documents;
a text indexing server operable to index the text archive in accordance with both keywords contained in the text source and in accordance with contact data associated with the participants;
wherein the text indexing server is operable to receive queries from the business enterprise, each query representing a request for information about participants who are discussing a specified product or service;
wherein the text indexing server is further operable to access both the text archive and the business profile data mart, to use the query as a basis for extracting data from the text archive and the business profile data mart, and to provide a response that represents data about participants who conform to business profile data;
wherein the text indexing server searches the text archive and the business profile database according to parameters representing keywords in the text archive, contact data in the text archive, and profile data in the profiles database;
a web server for receiving queries from the enterprise, and for providing the response to the enterprise, via a web browser;
wherein the business profile system, the prospects harvester system, the text indexing server, and the web server are operated by the ASP for use by multiple business enterprises.
2. The server system of claim 1, wherein the data mart stores data in accordance with OLAP-type specifications.
3. The server system of claim 1, wherein the internal data sources are from contact management software operated by the enterprise.
4. The server system of claim 1, wherein the internal data sources are from accounting software operated by the enterprise.
5. The server system of claim 1, wherein the internal data sources are from ERP (enterprise resource planning) software operated by the enterprise.
6. The system of claim 1, wherein the customer profiles system further comprises a query repository for storing predefined queries, and wherein the web server processes queries to determine if they match any of the stored predefined queries.
7. The system of claim 1, wherein the web server further processes queries to determine if they are drill down requests.
8. The system of claim 1, further comprising a user profiles database for storing query preferences of the enterprise.
9. The system of claim 1, further comprising a user profiles database for storing output preferences of the enterprise.
10. The system of claim 1, wherein the business profiles system further comprises a data mining database and a data mining server for generating models of customer purchasing behavior.
11. A method, performed by an application service provider (ASP), of providing customer lead data for potential customers of a business enterprise other than the ASP, comprising:
providing business profile data by extracting data from the enterprise's internal data sources, wherein the data sources comprise at least the following data associated with existing customers of the enterprise: customer data, sales data, and account data; storing the extracted data in a customer profile database in a format designed for data mining purposes; storing the extracted data in a business profile data mart;
providing harvested new customer contact data by extracting text documents from unstructured Internet discussion sites selected from the group of: newsgroups, discussion forums, and mailing lists; wherein each discussion site comprises a collection of text documents generated by participants of the discussion site and received by multiple participants of the discussion site; storing the extracted text documents in a text archive;
using a text indexing server to index the text archive in accordance with both keywords contained in the text source and in accordance with contact data associated with the participants;
wherein the text indexing server is further operable to receive queries from the business enterprise, each query representing a request for information about participants who are discussing a specified product or service;
wherein the text indexing server is further operable to access both the text archive and the business profile database, and to use the query as a basis for extracting data from the text archive and the business profile database, such that the response represents data about participants who conform to business profile data;
using a web server to receive queries from the enterprise and to provide responses to the enterprise via the web browser;
wherein the method is provided as a service by the ASP for use by multiple business enterprises.
12. The server system of claim 11, wherein the data mart stores data in accordance with OLAP-type specifications.
13. The server system of claim 11, wherein the internal data sources are from contact management software operated by the enterprise.
14. The server system of claim 11, wherein the internal data sources are from accounting software operated by the enterprise.
15. The server system of claim 11, wherein the internal data sources are from ERP (enterprise resource planning) software operated by the enterprise.
16. The method of claim 11, wherein the web server further processes queries to determine if they are drill down requests.
17. The method of claim 11, wherein the web server further accesses a user profiles database to determine query preferences.
18. The method of claim 11, wherein the web server further accesses a user profiles database to determine output preferences.
19. The method of claim 11, further comprising the step of using the data mart to provide data for a data mining server that generates models of customer purchasing behavior.
This application claims the benefit of U.S. Provisional Application No. 60/206,772, filed May 24, 2000 and entitled “Web-Based Customer Lead Generator”. The present patent application and additionally the following patent applications are each conversions from the foregoing provisional filing: patent application Ser. No. 09/862,832 entitled “Web-Based Customer Lead Generator System” and filed May 21, 2001, now abandoned; patent application Ser. No. 09/862,814 entitled “Web-Based Customer Prospects Harvester System” and filed May 21, 2001, now pending; patent application Ser. No. 09/865,804 entitled “Data Mining System for Web-Based Business Intelligence” and filed May 24, 2001, now abandoned; patent application Ser. No. 09/865,735 entitled “Text Mining System for Web-Based Business Intelligence” and filed May 24, 2001, now U.S. Pat. No. 7,003,517; patent application Ser. No. 09/865,805 entitled “Text Indexing System for Web-Based Business Intelligence” and filed May 24, 2001, now pending.
One aspect of the invention is a database server system for a web-based lead generator system, which generates leads via the Internet for potential customers for a business enterprise, as well as profile information about potential customers. A data acquisition process extracts data from the enterprise's internal data sources, and stores the extracted data in a data mart. A query repository stores queries presented to the data mart and generates charts representing results of the queries. A chart repository stores the charts, and a web server provides access to the charts by the enterprise, via a web browser.
An advantage of the invention is that a business client may easily obtain information about its sales and other aspects of its business, useful in determining profiles of potential customers. The application service provider architecture of the system permits the client to obtain this information, using only a web browser.
Web server 29 provides the interface between the client systems 13 and the lead generation system 10. As explained below, it may route different types of requests to different sub processes within system 10. The various web servers described below in connection with FIGS. 4–11 may be implemented as separate servers in communication with a front end server 29. Alternatively, the server functions could be integrated or partitioned in other ways.
FIGS. 4 and 5 illustrate a database server system 41, which may be used within system 10 of FIGS. 1 and 2. FIG. 4 illustrates the elements of system 41 and FIG. 5 is a data flow diagram. Specifically, system 41 could be used to implement the profiles generation process 25, which collects customer profile data.
FIGS. 6 and 7 illustrate a data mining system 61, which may be used within system 10 of FIGS. 1 and 2. FIG. 6 illustrates the elements of system 61 and FIG. 7 is a data flow diagram. Specifically, system 61 could be used to implement the profiles process 25, which collects customer profile data.
For data coming from the Data Mart 41 b, data acquisition process 61 a between Mining Base 61 b and Data Mart 41 b extracts/transfers and formats/transforms data from tables in the Data Mart 41 b into Data Mining base 61 b. For data collected from sales and marketing events, data acquisition process 61 a may be used to extract and transform this kind of data and store it in the Data Mining base 61 b. Data Mining base 61 b is the central data store for the data for data mining system 61. The data it stores is specifically prepared and formatted for data mining purposes. The Data Mining base 61 b is a separate data repository from the Data Mart 41 b, even though some of the data it stores is extracted from Data Mart's tables. The Data Mining base 61 b can reside in DB2, Oracle, Sybase, MS SQL server, P.SQL or similar database application.
The outputs of server 61 e may include various options, such as decision trees, Rule Sets, and charts. By default, all the outputs have drill-down capability to allow users to interactively navigate and explore information in either a vertical or horizontal direction. Views may also be varied, such as by influencing factor. For example, in bar charts, bars may represent factors that influence customer purchasing (decision-making) or purchasing behavior. The height of the bars may represent the impact on the actual customer purchase amount, so that the higher the bar is the more important the influencing factor is on customers' purchasing behavior. Decision trees offer a unique way to deliver business intelligence on customers' purchasing behavior. A decision tree consists of tree nodes, paths and node notations. Each individual node in a decision tree represents an influencing. A path is the route from root node (upper most level) to any other node in the tree. Each path represents a unique purchasing behavior that leads to a particular group of customers with an average purchase amount. This provides a quick and easy way for on-line users to identify where the valued customers are and what the most important factors are when customer are making purchase decisions. This also facilitates tailored marketing campaigns and delivery of sales presentations that focus on the product features or functions that matter most to a particular customer group. Rules Sets are plain-English descriptions of the decision tree. A single rule in the RuleSet is associated with a particular path in the decision tree. Rules that lead to the same destination node are grouped into a RuleSet. RuleSet views allow users to look at the same information presented in a decision tree from a different angle. When users drill down deep enough on any chart, they will reach the last drill-down level that is data view. A data view is a table view of the underlying data that supports the data mining results. Data Views are dynamically linked with Data Mining base 61 b and Data Mart 41 b through web server 61 f. Web server 61 f, which may be the same as database server 41 e, provides Internet access to the output of mining server 61 c. Existing outputs may be directly accessed from storage in charts repository 61 d. Or requests may be directed to models repository 61 e. Consistent with the application service architecture of lead generation system 10, access by the client to web server 61 f is via the Internet and the client's web browser.
Text Mining Server 81 c operates on the Text Archive 81 b. Tools and applications used by server 81 c may include ThemeScape and a Text Mining GUI 81 c. A repository 81 d stores text mining outputs. Web server 81 e is the front end interface to the client system 13, permitting the client to access database 81 b, using an on-line search executed by server 81 c or server 81 e. The outputs of system 81 may include various options. Map views and simple query views may be delivered over the Internet or Intranet. By default, all the outputs have drill-down capability to allow users to reach the original documents. HTML links will be retained to permit further lateral or horizontal navigation. Keywords will be highlighted or otherwise pointed to in order to facilitate rapid location of the relevant areas of text when a document is located through a keyword search. For example, Map Views are the outputs produced by ThemeScape. Textual information is presented on a topological map on which similar “themes” are grouped together to form “mountains.” On-line users can search or drill down on the map to get the original files. Simple query views are similar to the interfaces of most of the Internet search engines offered (such as Yahoo, Excite and HotBot). It allows on-line users to query the Text Archive 81 b for keywords or key phrases or search on different groups of textual information collected over time.
1. Compile list of data sources (Newsgroups, Discussion Groups, etc) 2. Start ThemeScape Publisher or comparable application 3. Select “File” 4. Select “Map Manager” or comparable function 5. Verify that server and email blocks are correctly set. If not, insert proper information. 6. Enter password. 7. Press “Connect” button 8. Select “New” 9. Enter a name for the new map 10. If duplicating another maps settings, use drop down box to select the map name. 11. Select “Next” 12. Select “Add Source” 13. Enter a Source Description 14. Source Type remains “World Wide Web (WWW)” 15. Enter the URL to the site to be mined. 16. Add additional URLs, if desired.
17. Set “Harvest Depth.” Parameters range from 1 level to 20 levels. 18. Set “Filters” if appropriate. These include Extensions, Inclusions, Exclusions, Document Length and Rations. 19. Set Advanced Settings, if appropriate. These include Parsing Settings, Harvest Paths, Domains, and Security and their sub-settings. 20. Repeat steps 14 through 20 for each additional URL to be mined. 21. Select “Advanced Settings” if desired. These include Summarization Settings, Stopwords, and Punctuation. 22. Select “Finish” once ready to harvest the sites. 23. The software downloads and mines (collectively known as harvesting) the documents and creates a topographical map. 24. Once the map has been created, it can be opened and searched. Access to User Profiles Database
Server 101 c indexes the document collection in a multi-dimensional fashion. It indexes documents not only on keywords/key phases but also on contact information associated within the documents. In other words, the server 101 c allows on-line users to perform cross-reference search on both keywords and contact information. As an example, when users perform a keyword search on a collection of documents, the text indexing server returns a list of hits that consist of relevance (who-when-what), hyperlink, summary, timestamp, and contact information. Alternately, when users perform contact information search on a collection of documents, the text indexing server 101 c yields a list of documents associated with that individual. Using Text Indexing Server 101 c, users may navigate documents easily and quickly and find information such as “who is interested in what and when.”
Contact information and links to the associated documents are migrated into a Sales Prospects repository 101 d (a relational database). This contact information can be exported into normal contact management software from the repository 101 d. The outputs 103 of system 101 are varied. Simple Query Views may be delivered to the client over the Internet or Intranet. By default, all the outputs have drill-down capability to allow users to reach the original documents. The Query Views may be similar to the interfaces of commonly used Internet search engines offered, such as Yahoo, Excite and HotBot. It allows online users to query the Text Archive 101 b for keywords/key phrases and contact information search on different groups of textual information collected over time.
FIG. 11 illustrates the operation of text indexing server 101 c, which may be used to integrate queries from both text database 101 b and another database 111 that stores information about prospective customers. For example, database 111 might be any one of the databases 26, 41 b, 61 b, or 81 b of FIGS. 2, 4, 6, or 8. Server 101 c accepts query parameters from the client, which may specify both contact parameters and keywords for searching database 111 and database 101 b, respectively. The search results are then targeted toward a particular category of prospects. FIG. 11 also illustrates how server 101 c may be used to store, identify, and reuse queries. The queries for a particular client may be stored in user profiles database 26.
A typical user session of system 120 might follow the following steps: Call is either received or initiated. Depending on state law, the parties are advised that the call may be recorded for quality control purposes. Call is digitally recorded using existing technology from providers such as 1DigiVoice. Vox or Wave (voice) files 121 are translated using speech-to-text conversion programs. Text files are stored in logical areas in Data Mart 122, for mining with a search engine. Maps or similar visual/graphical representations are placed in a Map or Image Repository 123. Users search maps using the search engines browser plug-in. When the user finds documents to review, the user is prompted to select “voice” or “text.” If text, the original document/file in the Data Mart is displayed in the browser window. If voice, the positional indicator is pumped to the Digital Voice Record application that locates, calls and then plays to voice file segment.
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