IP Library Granted Patent US 10,366,085
Granted Patent B2
US 10,366,085 · App. 13/761,578 · Granted Jul 30, 2019

System, method, and computer program for audit scoring

Inventors: Ross Shanken (Gwynedd Valley, PA); Emanuel I Wald (Laverock, PA); Atul Patel (Irvine, CA)
G06F16/2455G06Q30/06
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Quick Facts
Patent No.
US 10,366,085
App. No.
13/761,578
Granted
Jul 30, 2019
Kind
B2
Abstract

An audit scoring system may include authorizing a user device to configure an audit for one or more form identification numbers. The system may receive values for each disposition associated with form data. The system may also assign values to each disposition such that a query can be performed against the audit using a form identification number associated with the form data.

Claims (39)

1. A computer-implemented method, comprising:

authorizing, by a computing system, a client device of a lead purchaser to create an audit for lead data, wherein the audit comprises a list of customizable categories for a lead;

receiving, by the computing system, from the client device one or more categories selected to have customized rules;

transmitting, by the computing system, to the client device one or more rules associated with the one or more categories;

receiving, at the computing system, from the client device, one or more values that are to be assigned to the one or more categories;

assigning, by the computing system, the one or more values for a disposition within the one or more categories to allow a query to be performed by a lead supplier against the audit created by the lead purchaser using a lead identification number associated with the lead data; and

querying, by the computing system, the audit created by the lead purchaser, wherein

the querying of the audit further comprises

evaluating one or more dispositions in real-time without disclosing the lead data to the lead purchaser and identifying the lead purchaser interested in purchasing the lead data prior to transmission of the lead data to the lead purchaser, wherein the evaluating one or more dispositions in real-time further comprises

comparing lead data supplied by a lead supplier against the one or more values within the created audit, and

returning a result indicating the lead purchaser's interest for the lead data according to the comparison.

2. The computer-implemented method of claim 1 , wherein the one or more values comprise at least one of flags, a score range, and an overall score.

3. The computer-implemented method of claim 1 , wherein the assigning of the one or more values to each disposition comprises assigning one or more default values to each disposition.

4. The computer-implemented method of claim 1 , wherein the assigning of the one or more values to each disposition comprises assigning one or more user-customized values to each disposition.

5. The computer-implemented method of claim 1 , further comprising:

receiving, at the computing device, a request to assign one or more user-customized values to each disposition prior to, or after, creating the audit.

6. The computer-implemented method of claim 5 , further comprising:

receiving, at the computing device, the one or more user-customized values prior to, or after, creating the audit.

7. The computer-implemented method of claim 6 , further comprising:

assigning, at the computing device, the one or more user-customized values prior to, or after, creating the audit.

8. An apparatus, comprising:

at least one processor; and

memory comprising a computer program,

wherein the computer program, when executed by the at least one processor, is configured to cause the apparatus to:

authorize a client device of a lead purchaser to create an audit for lead data, wherein the audit comprises a list of customizable categories for a lead,

receive from the client device one or more categories selected to have customized rules;

transmit to the client device one or more rules associated with the one or more categories;

receive one or more values, from the client device, for a disposition within the one or more categories;

assign the one or more values for a disposition to allow a query to be performed by a lead supplier against the audit created by the lead purchaser using a lead identification number associated with the lead data; and

query the audit created by the lead purchaser, wherein

wherein the query comprises evaluation of one or more dispositions in real-time without disclosing the lead data to the lead purchaser and identify the lead purchaser interested in purchasing the lead data prior to transmitting the lead data to the lead purchaser, wherein the evaluation of the one or more dispositions in real-time further comprises

compare lead data supplied by a lead supplier against the one or more values within the created audit, and

return a result indicating the lead purchaser's interest for the lead data according to the comparison.

9. The apparatus of claim 8 , wherein the one or more values comprise at least one of flags, a score range, and an overall score.

10. The apparatus of claim 8 , wherein the computer program, when executed by the at least one processor, is further configured to cause the apparatus to assign one or more default values to each disposition.

11. The apparatus of claim 8 , wherein the computer program, when executed by the at least one processor, is further configured to cause the apparatus to assign one or more user-customized values to each disposition.

12. The apparatus of claim 8 , wherein the computer program, when executed by the at least one processor, is further configured to cause the apparatus to receive a request to assign one or more user-customize values to each disposition prior to, or after, creating the audit.

13. The apparatus of claim 12 , wherein the computer program, when executed by the at least one processor, is further configured to cause the apparatus to receive the one or more user-customized values prior to, or after, creating the audit.

14. The apparatus of claim 13 , wherein the computer program, when executed by the at least one processor, is further configured to cause the apparatus to assign the one or more user-customized values prior to, or after, creating the audit.

Assignments (5)
RELEASE OF SECURITY INTEREST Recorded Mar 10, 2026
From: CIBC BANK USA
To: LEAD INTELLIGENCE, INC.
Reel/Frame 074022/0801 →
SECURITY INTEREST Recorded Dec 31, 2025
From: ACTIVEPROSPECT, INC.; LEAD INTELLIGENCE, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 073345/0646 →
CORRECTIVE ASSIGNMENT TO CORRECT THE RECEIVING PARTY DATA PREVIOUSLY RECORDED AT REEL: 29773 FRAME: 466. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Dec 17, 2025
From: SHANKEN, ROSS; WALD, EMANUEL I.; PATEL, ATUL
To: LEAD INTELLIGENCE, INC.
Reel/Frame 074005/0580 →
SECURITY INTEREST Recorded Sep 25, 2019
From: LEAD INTELLIGENCE, INC. (D/B/A JORNAYA)
To: CIBC BANK USA
Reel/Frame 050485/0063 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 7, 2013
From: SHANKEN, ROSS, MR.; WALD, EMANUEL I, MR.; PATEL, ATUL, MR.
To: LEAD INTELLIGENCE, INC.
Reel/Frame 029773/0466 →
Continuity (3)
Continuation In Part 13400872 · Feb 21, 2012
Continuation In Part 13111940 · May 19, 2011
Related Publication 20130151557A1 · Jun 13, 2013