IP Library Granted Patent US 8,650,064
Granted Patent B2
US 8,650,064 · App. 12/633,491 · Granted Feb 11, 2014

System and method for collecting survey information from targeted consumers

Inventor: Louis J. Morsberger (Bethesda, MD)
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Quick Facts
Patent No.
US 8,650,064
App. No.
12/633,491
Granted
Feb 11, 2014
Kind
B2
Abstract

In one embodiment, a method and system can be configured to collect survey information from targeted customers. The method and system can provide customer survey information to merchants such as retailers and service providers. The system and method can be configured to identify consumers to participate in a survey program.

Claims (41)

1. A non-transitory processor-readable medium storing code representing instructions to be executed by a processor, the code comprising code to cause the processor to:

receive transaction information related to a transaction from a financial institution involved in the transaction and associated with the consumer in the transaction, the transaction information including consumer information and merchant information;

compare the consumer information with predetermined consumer information associated with a plurality of registered consumers;

compare the merchant information with predetermined merchant information; and

determine whether to invite a consumer from the plurality of registered consumers to complete a survey related to the transaction based at least partially on a projected invitation quantity, the comparison of the consumer information and the comparison of the merchant information.

2. The non-transitory processor-readable medium of claim 1 , wherein the consumer information includes a consumer identification code, and the predetermined consumer information includes information relating to consumers defined as prospective offerees.

3. The non-transitory processor-readable medium of claim 1 , wherein the predetermined merchant information includes information relating to categories of purchases, and wherein the code to determine whether to invite the consumer to complete a survey includes code to determine whether the transaction corresponds to one of said categories of purchases.

4. The non-transitory processor-readable medium of claim 3 , wherein the code to determine whether the transaction corresponds to one of said categories of purchases includes code to determine whether there is an unsatisfied quota of survey invitations for the particular type of transaction.

5. The non-transitory processor-readable medium of claim 1 , wherein the code to determine whether to invite the consumer to complete a survey includes code to determine whether the transaction meets predetermined criteria and is a qualifying transaction.

6. The non-transitory processor-readable medium of claim 5 , further comprising code to:

transmit to the consumer an invitation to complete a survey relating to the qualifying transaction;

receive survey information from the consumer relating to the qualifying transaction; and

process the received survey information.

7. The non-transitory processor-readable medium of claim 6 , wherein the predetermined consumer information is provided by a party to the transaction other than a merchant.

8. The non-transitory processor-readable medium of claim 7 , further comprising code to:

offer processed survey information to the merchant; and

grant access to the processed survey information to the merchant.

9. The non-transitory processor-readable medium of claim 1 , wherein the transaction information includes a transaction record, the transaction record being in at least one of an electronic form and a digital form, the code to receive transaction information includes code to receive a set of transaction information regarding several transactions.

10. The non-transitory processor-readable medium of claim 1 , wherein each consumer from the plurality of registered consumers has an account with the financial institution.

11. A non-transitory processor-readable medium storing code representing instructions to be executed by a processor, the code comprising code to cause the processor to:

invite consumers to participate in a survey program;

receive consumer information from participating consumers;

develop historical consumer information for each of the participating consumers;

receive transaction information relating to a transaction from a financial institution associated with a consumer in the transaction, the financial institution being other than a merchant in the transaction, the transaction information including information relating to the consumer in the transaction and merchant information relating to the merchant in the transaction;

determine, using the information relating to the consumer in the transaction, that the consumer in the transaction is a participating consumer registered in the survey program; and

determine, based on the historical consumer information, the merchant information, and a projected invitation quantity, whether to collect survey information from the consumer in the transaction.

12. The non-transitory processor-readable medium of claim 11 , wherein the information relating to the consumer in the transaction includes a consumer identification code, and the historical consumer information includes at least one of the number of invitations sent to the consumer and the number of surveys completed by the consumer.

13. The non-transitory processor-readable medium of claim 11 , wherein the transaction information includes at least one of a category of the transaction and the payment amount of the transaction, and the code to determine whether to collect survey information from the consumer in the transaction uses at least one of the category of the transaction and the payment amount of the transaction.

14. The non-transitory processor-readable medium of claim 11 , further comprising code to:

collect survey information via a survey invitation to the consumer to the transaction, and the survey invitation includes instructions regarding the survey.

15. The non-transitory processor-readable medium of claim 14 , wherein the survey invitation includes a survey instrument.

16. The non-transitory processor-readable medium of claim 14 , wherein the transaction information includes a transaction record, the transaction record being in at least one of an electronic form and a digital form, and the code representing instructions to cause a processor to receive transaction information is configured to cause a processor to receive a set of transaction information regarding several transactions.

17. A system for collecting survey information relative to a transaction between a consumer and a merchant, comprising:

a monitoring interface configured to process transaction information from a transaction, the transaction information received from a financial institution associated with a consumer in the transaction, the transaction information including a transaction record with information relating to the consumer to the transaction and merchant information relating to a merchant in the transaction, the transaction record being in at least one of an electronic form and a digital form, the consumer being registered in a survey program;

a processor configured to analyze said transaction record relative to stored consumer information, the processor further configured to determine whether to solicit survey information from the consumer to the transaction based at least partially on a projected invitation quantity, the information relating to the consumer to the transaction, the merchant information, and the stored consumer information; and

a participant interface configured to enable the consumer to the transaction to provide survey information.

18. The system of claim 17 , wherein the transaction record includes information relating to at least one of a category of the transaction and a payment amount of the transaction, and said processor determines whether to solicit survey information based on at least one of a category of the transaction and a payment amount of the transaction.

19. The system of claim 17 , wherein the information relating to the consumer to the transaction includes an identification code for the consumer to the transaction, and the processor compares identification codes of consumers to transactions with predetermined identification codes of participants in the survey.

20. The system of claim 17 , further comprising:

a merchant interface configured to enable the merchant to access analyzed survey information.

21. The system of claim 17 , wherein the stored consumer information is provided by a party to a transaction other than the merchant.

Assignments (3)
CONFIRMATORY ASSIGNMENT Recorded Aug 13, 2010
From: MERCHANT FEEDBACK SYSTEMS, INC.
To: MORSBERGER, LOUIS J.
Reel/Frame 024836/0988 →
CONFIRMATORY ASSIGNMENT Recorded Aug 13, 2010
From: MORSBERGER, LOUIS J.
To: SERVICE RATINGS, LLC
Reel/Frame 024837/0036 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 13, 2010
From: MORSBERGER, LOUIS J.
To: MERCHANT FEEDBACK SYSTEMS, INC.
Reel/Frame 024837/0038 →
Continuity (3)
Continuation 09702045 · Oct 31, 2000
Provisional Application 60237183 · Oct 3, 2000
Related Publication 20100324971A1 · Dec 23, 2010