Intelligent prospect assessment
    1.
    发明授权

    公开(公告)号:US11295328B2

    公开(公告)日:2022-04-05

    申请号:US16921673

    申请日:2020-07-06

    IPC分类号: G06Q30/02 G06Q30/06

    摘要: Examples for a prospect assessment system are provided. The system may receive a query from a user and obtain prospect data from a plurality of data sources. The system may create a plurality of prospect clusters. The system may determine a cluster significance value. The system may determine a prospect churn value. The system may determine a set of significant prospect clusters from among the plurality of prospect clusters having the cluster significance value and the prospect churn value above a threshold value. The system may determine a prospect pattern matrix including a plurality of patterns from the set of significant prospect clusters. The system may identify a set of products for each of the plurality of patterns. The system may determine a prospect profile for each of the plurality of patterns. The system may generate a prospect assessment result based on the prospect profile for the resolution of the query.

    CONTEXT-AWARE PREDICTION AND RECOMMENDATION
    3.
    发明公开

    公开(公告)号:US20240028935A1

    公开(公告)日:2024-01-25

    申请号:US17870004

    申请日:2022-07-21

    IPC分类号: G06N7/00 G06N20/00 G06N5/02

    CPC分类号: G06N7/005 G06N20/00 G06N5/022

    摘要: Methods, computer systems, and apparatus, including computer programs encoded on computer storage media, for training a machine-learning model configured to generate a prediction and recommendation output from input data. The system obtains training data including a plurality of training examples, obtains context data, identifies one or more feature variables from the context data, constructs the machine-learning model based at least on the identified feature variables, generates feature variable training data by processing the training data based on the identified feature variables, and performs training and periodic update (if required) of the machine-learning model to generate model parameter data for the machine-learning model based at least on the generated feature variable training data.

    Prospect recommendation
    4.
    发明授权

    公开(公告)号:US11182841B2

    公开(公告)日:2021-11-23

    申请号:US16678844

    申请日:2019-11-08

    IPC分类号: G06Q30/06 G06N5/02 G06Q30/02

    摘要: Examples of prospect recommendation including a prospect recommendation system are provided. The system may receive a prospect assessment query. The system may receive and sort prospect data, sales attribute data, and product data by applying an artificial intelligence component. The system may determine a prospect matrix by correlating the prospect data with the product data. The system may determine a prospect profile by collating historical prospect data and the product data. The system may determine a prospect assessment matrix by correlating the prospect matrix and the prospect profile. The system may determine a decisional pathway based on a comparison between the prospect profile and the prospect assessment matrix. The decisional pathway may include a plurality of assessment interpretations. The system may determine a prospect recommendation index based on the decisional pathway. The prospect recommendation index may facilitate the generation of a prospect assessment result for resolution of the prospect assessment query.

    INTELLIGENT PROSPECT ASSESSMENT
    5.
    发明申请

    公开(公告)号:US20210350395A1

    公开(公告)日:2021-11-11

    申请号:US16921673

    申请日:2020-07-06

    IPC分类号: G06Q30/02 G06Q30/06

    摘要: Examples for a prospect assessment system are provided. The system may receive a query from a user and obtain prospect data from a plurality of data sources. The system may create a plurality of prospect clusters. The system may determine a cluster significance value. The system may determine a prospect churn value. The system may determine a set of significant prospect clusters from among the plurality of prospect clusters having the cluster significance value and the prospect churn value above a threshold value. The system may determine a prospect pattern matrix including a plurality of patterns from the set of significant prospect clusters. The system may identify a set of products for each of the plurality of patterns. The system may determine a prospect profile for each of the plurality of patterns. The system may generate a prospect assessment result based on the prospect profile for the resolution of the query.