Client profile management within a marketing system

G - Physics – 06 – Q

Patent

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G06Q 30/00 (2006.01)

Patent

CA 2287158

A computer system includes a database and management software for managing client profiles that are used in marketing contacts. The management software is able to receive and process input data from multiple provider sources for addition to the database. The processing that is perfomed may include that application of data hygiene rules and the reformatting of data into a standardized format. The processing may also include the application of matching rules to determine whether a client profile already exists for the client that is associated with the input data. Overlay rules may be applied to resolve how a client profile shoud be uptdated when a client profile already exists for the client associated with the input data. In this fashion, the management software is able to readily update the database with data received from multiple data sources.

L'invention concerne un système informatique comprenant une base de données et un logiciel de gestion pour la gestion de profil client, utile en contacts de mercatique. Le logiciel reçoit et traite des données d'entrée en provenance de plusieurs sources d'apport, pour insertion dans la base de données. Le traitement peut englober l'application des règles de rationalisation des données et de reformatage en format normalisé. Il peut aussi comprendre l'application de règles de mise en correspondance, pour déterminner s'il existe déjà un profil client associé aux données d'entrée. Des règles de mise à jour peuvent intervenir s'il faut déterminer comment actualiser le profil lorsqu'il existe déjà un profil client associé aux données d'entrée. Ainsi, le logiciel de gestion peut actualiser rapidemment la base de données à partir des données reçues depuis plusieurs sources.

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