US6236978B1 — System and method for dynamic profiling of users …

Claim 1

Independent Claim 137 words

A method for generating a user profile for a user based on a static profile and a dynamic profile of the user, the static profile including factual user information, the dynamic profile including user dynamic rules provided as a function of transactional user information, the method comprising the steps of: a) retrieving the factual user information and the user dynamic rules; b) generating the static profile as a function of the factual and transactional user information; c) compressing the user dynamic rules into user aggregated rules; d) selecting at least one aggregated rule from the user aggregated rules based on a desired criteria; e) matching the user dynamic rules to the at least one selected aggregated rule to generate the dynamic profile; and f) combining the static profiles and the dynamic profile to form the user profile.

Claim 2

Independent Claim 137 words

A method for generating a user profile for a user based on a static profile and a dynamic profile of the user, the static profile including factual user information, the dynamic profile including user dynamic rules provided as a function of transactional user information, the method comprising the steps of: a) retrieving the factual user information and the user dynamic rules; b) generating the static profile as a function of the factual and transactional user information; c) compressing the user dynamic rules into user aggregated rules; d) selecting at least one aggregated rule from the user aggregated rules based on a desired criteria; e) matching the user dynamic rules to the at least one selected aggregated rule to generate the dynamic profile; and f) combining the static profiles and the dynamic profile to form the user profile.

Claim 3

Dependent Claim 23 words

The method according to claim 1 , wherein step (d) includes a substep of validating the user aggregated rules in the dynamic profile.

Claim 4

Dependent Claim 58 words

The method according to claim 1 , wherein step (c) includes the following substeps: i. determining a plurality of similar dynamic rules from the user dynamic rules, ii. combining the plurality of similar dynamic rules into at least one corresponding cluster, and iii. generating the user aggregated rules as a function of the at least one corresponding cluster.

Claim 5

Dependent Claim 71 words

The method according to claim 3 , wherein the at least one cluster includes a plurality of clusters, and wherein substep (iii) includes the following substeps: A) determining a first representative rule for each cluster of the plurality of clusters, and B) if a number of the plurality of clusters is greater than a predetermined threshold number, compressing the plurality of clusters into a smaller number of the plurality of clusters.

Claim 6

Dependent Claim 75 words

The method according to claim 4 , wherein substep (iii) further includes the following substeps: C) identifying users providing the first representative rule which corresponds to a particular cluster of the plurality of clusters to form a user cluster, D) determining a second representative expression for the user cluster, E) augmenting the first representative rules and the second representative rules to form combined rules, and F) converting the combined rules into the user aggregated rules.

Claim 7

Dependent Claim 16 words

The method according to claim 5 , wherein the user aggregated rules include fuzzy logic characteristics.

Claim 8

Dependent Claim 148 words

The method according to claim 4 , wherein substep (B) includes the following substeps: I. selecting a first cluster and a second cluster from the plurality of clusters, II. determining a cluster distance between the first cluster and the second cluster, III. determining a first size of the first cluster and a second size of the second cluster, IV. if the cluster distance between the first cluster and the second cluster is smaller than or equal to a predetermined relation between the first size and the second size, merging the first cluster and the second cluster to form a merged cluster, and V. if the cluster distance is larger than the predetermined relation, selecting a further first cluster and a further second cluster and repeating substeps II through IV using the further first cluster as the first cluster and using the further second cluster as the second cluster.

Claim 9

Dependent Claim 28 words

The method according to claim 7 , wherein substep (B) includes the following substep: VI. determining a center cluster of the plurality of clusters from the merged cluster.

Claim 10

Dependent Claim 27 words

The method according to claim 3 , wherein each of the user aggregated rules is determined by obtaining a center of the at least one corresponding cluster.

Claim 11

Dependent Claim 15 words

The method according to claim 3 , wherein the similar dynamic rules include non-identical rules.

Claim 12

Dependent Claim 49 words

The method according to claim 1 , wherein step (a) further includes the substep of retrieving a previous dynamic profile of the user, and wherein step (f) includes the substep of combining the previous dynamic profile to the static profile and the dynamic profile to form the user profile.

Claim 13

Dependent Claim 22 words

The method according to claim 1 , wherein at least one rule of the user aggregated rules includes a plurality of conditions.

Claim 14

Dependent Claim 24 words

The method according to claim 1 , further comprising the step of: g) before step (d), providing the user aggregated rules to an expert.

Claim 15

Dependent Claim 15 words

The method according to claim 1 , wherein the desired criteria is a user-desired criteria.

Claim 16

Independent Claim 157 words

A method for providing suggestions to a user based on a user profile associated with the user, comprising the steps of: a) receiving user current state information associated with the user; b) retrieving a static profile associated with the user, the static profile including factual user information corresponding to user preferences; c) retrieving a dynamic profile associated with the user, the dynamic profile including rules corresponding to user repetitive transactions; d) compressing the rules of the dynamic profile to form aggregated rules as a function of a predetermined similarity criteria; e) selecting at least one rule from the aggregated rules based on a desired criteria; f) matching user dynamic rules to the at least one selected rule to update the dynamic profile; g) combining the static profile and the dynamic profile to form the user profile; and h) providing the suggestions to the user as a function of the user profile and the user current state information.

Claim 17

Independent Claim 157 words

A method for providing suggestions to a user based on a user profile associated with the user, comprising the steps of: a) receiving user current state information associated with the user; b) retrieving a static profile associated with the user, the static profile including factual user information corresponding to user preferences; c) retrieving a dynamic profile associated with the user, the dynamic profile including rules corresponding to user repetitive transactions; d) compressing the rules of the dynamic profile to form aggregated rules as a function of a predetermined similarity criteria; e) selecting at least one rule from the aggregated rules based on a desired criteria; f) matching user dynamic rules to the at least one selected rule to update the dynamic profile; g) combining the static profile and the dynamic profile to form the user profile; and h) providing the suggestions to the user as a function of the user profile and the user current state information.

Claim 18

Dependent Claim 35 words

The method according to claim 15 , further comprising the step of, i) after step (g) and before step (h), receiving present state-of-the-world information corresponding to the user profile and the user current state information.

Claim 19

Dependent Claim 28 words

The method according to claim 16 , further comprising the step of: j) after step (a) and before step (b), receiving past transactional information associated with the user.

Claim 20

Dependent Claim 58 words

The method according to claim 16 , wherein step (d) includes the following substeps: i. determining a plurality of similar dynamic rules from the user dynamic rules, ii. combining the plurality of similar dynamic rules into at least one corresponding cluster, and iii. generating the user aggregated rules as a function of the at least one corresponding cluster.

Claim 21

Dependent Claim 15 words

The method according to claim 18 , wherein the similar dynamic rules include non-identical rules.

Claim 22

Dependent Claim 21 words

The method according to claim 15 , wherein at least one rule of the aggregated rules includes a plurality of conditions.

Claim 23

Dependent Claim 28 words

The method according to claim 15 , further comprising the step of: k) before step (e), providing the aggregated rules corresponding to the dynamic profile to an expert.

Claim 24

Dependent Claim 15 words

The method according to claim 15 , herein the desired criteria is a user-desired criteria.

Claim 25

Independent Claim 201 words

A system for generating a user profile for a user based on a static profile and a dynamic profile of the user, the static profile including factual user information corresponding to substantially fixed user information, the dynamic profile including user dynamic rules corresponding to transactional user information, the system comprising: a storage arrangement storing the static and dynamic profiles of the user; and a processor retrieving the factual user information and the user dynamic rules from the storage arrangement, the processor generating the static and dynamic profile as a function of the factual user information, the user dynamic rules being compressed by the processor to form user aggregated rules, the processor displaying the user aggregated rules to at least one of the user and a human expert, the processor receiving commands from at least one of the user and the expert to select at least one aggregated rule from at least one of the user and the human expert based on a desired criteria, wherein the processor matches the user dynamic rules to the at least one selected aggregated rule to generate the dynamic profile, and wherein the static profile and the dynamic profile are combined to form the user profile.

Claim 26

Independent Claim 201 words

A system for generating a user profile for a user based on a static profile and a dynamic profile of the user, the static profile including factual user information corresponding to substantially fixed user information, the dynamic profile including user dynamic rules corresponding to transactional user information, the system comprising: a storage arrangement storing the static and dynamic profiles of the user; and a processor retrieving the factual user information and the user dynamic rules from the storage arrangement, the processor generating the static and dynamic profile as a function of the factual user information, the user dynamic rules being compressed by the processor to form user aggregated rules, the processor displaying the user aggregated rules to at least one of the user and a human expert, the processor receiving commands from at least one of the user and the expert to select at least one aggregated rule from at least one of the user and the human expert based on a desired criteria, wherein the processor matches the user dynamic rules to the at least one selected aggregated rule to generate the dynamic profile, and wherein the static profile and the dynamic profile are combined to form the user profile.

Claim 27

Dependent Claim 16 words

The system according to claim 23 , wherein the processor receives transactional data from the user.

Claim 28

Independent Claim 119 words

A method for providing suggestions to a user based on a user profile associated with the user, comprising the steps of: a) receiving user current state information and transactional information associated with the user; b) storing the transactional information as at least a portion of a user transacting history; c) providing the user transacting history to a user profile generation module for generating the user profile as a function of the user transacting history; d) estimating user needs information as a function of at least one of the user transacting history, user current state information and the user profile; and e) providing the suggestions to the user as a function of the user estimated needs information and state-of-the-world information.

Claim 29

Independent Claim 119 words

A method for providing suggestions to a user based on a user profile associated with the user, comprising the steps of: a) receiving user current state information and transactional information associated with the user; b) storing the transactional information as at least a portion of a user transacting history; c) providing the user transacting history to a user profile generation module for generating the user profile as a function of the user transacting history; d) estimating user needs information as a function of at least one of the user transacting history, user current state information and the user profile; and e) providing the suggestions to the user as a function of the user estimated needs information and state-of-the-world information.

Claim 30

Dependent Claim 36 words

The method according to claim 25 , wherein the suggestions are generated as a further function of the state-of-the-world information, the state-of-the-world information including at least one of product-service location information, discount information and price information.

Claim 31

Dependent Claim 19 words

The method according to claim 25 , wherein the user profile includes a static profile and a dynamic profile.

Claim 32

Dependent Claim 23 words

The method according to claim 27 , wherein the dynamic profile is improved by compressing user dynamic rules to form user aggregated rules.

Claim 33

Dependent Claim 34 words

The method according to claim 25 , wherein the user profile includes user rules, the user rules being matched to the user transacting history and the state-of-the-world information for generating the user needs information.

Claim 34

Dependent Claim 50 words

The method according to claim 25 , further comprising the steps of; (f) before step (b) and after step (a), transmitting the transactional information from a remote device to a central computing device; and (g) after step (e), transmitting the suggestions from the central computing device to the remote device.

Claim 35

Dependent Claim 52 words

The method according to claim 25 , further comprising the steps of: (h) before step (e) and after step (d), transmitting the user estimated needs information from a remote device to a central computing device; and (i) after step (e), transmitting the suggestions from the central computing device to the remote device.

Claim 36

Dependent Claim 27 words

The method according to claim 25 , further comprising the step oft (k) providing the suggestions to the user via a display arrangement of a remote device.

Claim 37

Dependent Claim 17 words

The method according to claim 25 , wherein the user transacting history includes a user purchasing history.

Claim 38

Independent Claim 120 words

A system for providing suggestions to a user based on a user profile associated with the user, comprising: a first module receiving user current state information and transactional information associated with the user; a storage device storing as at least a portion of a user transacting history obtained from the transactional information; a second module receiving the user transacting history and generating the user profile as a function of the user transacting history; a third module estimating the user needs information as a function of the user transacting history, the user profile and the user current state information; and a fourth module providing the suggestions to the user as a function of the user estimated needs information and state-of-the-world information.

Claim 39

Independent Claim 120 words

A system for providing suggestions to a user based on a user profile associated with the user, comprising: a first module receiving user current state information and transactional information associated with the user; a storage device storing as at least a portion of a user transacting history obtained from the transactional information; a second module receiving the user transacting history and generating the user profile as a function of the user transacting history; a third module estimating the user needs information as a function of the user transacting history, the user profile and the user current state information; and a fourth module providing the suggestions to the user as a function of the user estimated needs information and state-of-the-world information.

Claim 40

Dependent Claim 22 words

The system according to claim 34 , wherein the system is a personal shopping assistant system providing the suggestions to the user.

Claim 41

Dependent Claim 33 words

The system according to claim 35 , further comprising: a personal digital assistant device accepting commands from the user and providing a current state of the user to the personal shopping assistant system.

Claim 42

Dependent Claim 25 words

The system according to claim 34 , wherein the user profile includes a static profile and a dynamic profile the dynamic profile including non-factual information.

Claim 43

Dependent Claim 51 words

The system according to claim 34 , further comprising: a remote device which includes the output device and a fifth module transmitting the transactional information from the remote device to a central computing device, wherein the central computing device includes the first, second, third and fourth module and the storage device.

Claim 44

Dependent Claim 67 words

The system according to claim 34 , further comprising: a remote unit which includes the first, second and third module, the storage device and the output device, wherein the fourth module is provided in a central computing device, the remote unit transmitting the user estimated needs information via a telecommunications arrangement to the central computing device, the central computing device transmitting the suggestions to the remote unit.

Claim 45

Dependent Claim 23 words

The system according to claim 34 , further comprising; a remote device which includes a display arrangement providing the suggestions to the user.

Claim 46

Dependent Claim 28 words

The system according to claim 34 , wherein the user profile includes a dynamic profile which is improved by compressing user dynamic rules to form user aggregated rules.

Claim 47

Dependent Claim 17 words

The system according to claim 34 , wherein the user transacting history includes a user purchasing history.

Annuity Stage	Window Opens	Payment Deadline	Surcharge Period Until	Estimated Fee	Status
3.5 Years (Year 4)	2004-05-21	2004-11-20	2005-05-22	$2000.00	Window Closed / Lapsed
7.5 Years (Year 8)	2008-05-21	2008-11-20	2009-05-22	$3760.00	Window Closed / Lapsed
11.5 Years (Year 12)	2012-05-21	2012-11-20	2013-05-22	$7700.00	Window Closed / Lapsed

System and method for dynamic profiling of users in one-to-one applications

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