IP Library Granted Patent US 9,177,324
Granted Patent B2
US 9,177,324 · App. 14/537,538 · Granted Nov 3, 2015

Methods and systems for analyzing internet-based communication sessions through state-machine progression

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Quick Facts
Patent No.
US 9,177,324
App. No.
14/537,538
Granted
Nov 3, 2015
Kind
B2
Abstract

A method of analyzing Internet-based communication sessions may include detecting interactions during a communication session and detecting an associated characteristic. The method may also include identifying other communication sessions that are also associated with the characteristic and accessing a group profile of the other communications sessions. The group profile may be assigned a first group profile state in a state-machine-based progression of group profile states and have a group lead score. The method may additionally include associating the communication session with the group profile, adjusting the group lead score based on the communication session to cross a threshold value, and moving to a second group profile state. The method may further include authorizing devices associated with the group profile access to additional data after moving to the second group profile state.

Claims (56)

1. A method of analyzing Internet-based communication sessions using group profile states representing an aggregated function of individual electronic transmissions, the method comprising:

detecting, by a computer system, one or more interactions between a web server and a first client device, wherein the one or more interactions are part of a first communication session;

detecting, by the computer system, a characteristic associated with the communication session;

identifying, by the computer system, a second communication session that is also associated with the characteristic, wherein the the second communication session is associated with a second client device;

accessing, by the computer system, or generating a group profile that is associated with the second communication session, where: the group profile is assigned a first group profile state in a state-machine-based progression of group profile states, and the group profile is associated with a group lead score;

associating, by the computer system, the first communication session with the group profile;

adjusting, by the computer system, the group lead score based on the one or more interactions between the web server and the first client device;

determining, by the computer system, that adjusting the group lead score caused the group lead score to cross a threshold value;

moving, by the computer system, the group profile from the first group profile state to a second group profile state in response to the group lead score crossing the threshold value; and

authorizing, by the computer system, the first client device and the second client device to access additional data content of the web server in response to moving the group profile to the second group profile state.

2. The method of analyzing Internet-based communication sessions using group profile states representing the aggregated function of individual electronic transmissions of claim 1 , wherein detecting a characteristic associated with the first communication session comprises receiving an Internet Protocol (IP) address.

3. The method of analyzing Internet-based communication sessions using group profile states representing the aggregated function of individual electronic transmissions of claim 2 , wherein detecting the characteristic associated with the first communication session further comprises:

sending, by the computer system, the IP address to an external data source;

receiving, by the computer system, an indication of the characteristic from the external data source.

4. The method of analyzing Internet-based communication sessions using group profile states representing the aggregated function of individual electronic transmissions of claim 1 , wherein detecting the characteristic associated with the first communication session is based on the one or more interactions between the web server and the first client device.

5. The method of analyzing Internet-based communication sessions using group profile states representing the aggregated function of individual electronic transmissions of claim 1 , wherein the characteristic comprises a geographic location.

6. The method of analyzing Internet-based communication sessions using group profile states representing the aggregated function of individual electronic transmissions of claim 1 , wherein the characteristic comprises a relationship with an organization.

7. The method of analyzing Internet-based communication sessions using group profile states representing the aggregated function of individual electronic transmissions of claim 1 , wherein the characteristic comprises a demographic characteristic.

8. The method of analyzing Internet-based communication sessions using group profile states representing the aggregated function of individual electronic transmissions of claim 1 , further comprising:

detecting, by the computer system, interactions between the Web server and the second client device;

adjusting, by the computer system, the group lead score based on the interactions between the web server and the second client device;

determining, by the computer system, that adjusting the group lead score caused the group lead score to cross a second threshold value;

moving, by the computer system, the group profile from the second group profile state to a third group profile state in response to the group lead score crossing the second threshold value; and

authorizing, by the computer system, the first client device and the second client device to access second additional data content of the web server in response to moving the group profile to the third group profile state.

9. The method of analyzing Internet-based communication sessions using group profile states representing the aggregated function of individual electronic transmissions of claim 1 , further comprising authorizing, by the computer system, additional client devices that are associated with other communication sessions in the group profile to access the second additional data content of the web server in response to moving the group profile to the second group profile state.

10. A non-transitory, computer-readable medium comprising instructions that, when executed by one or more processors, cause the one or more processors to analyze Internet-based communication sessions using group profile states representing an aggregated function of individual electronic transmissions by:

detecting one or more interactions between a web server and a first client device, wherein the one or more interactions are part of a first communication session;

detecting a characteristic associated with the first communication session;

identifying a second communication session that is also associated with the characteristic, wherein the second communication session is associated with a second client device;

accessing or generating a group profile that is associated with the second communication session, wherein: the group profile is assigned a first group profile state in a state-machine-based progression of group profile states; and the group profile is associated with a group lead score;

associating the first communication session with the group profile;

adjusting the group lead score based on the one or more interactions between the web server and the first client device;

determining that adjusting the group lead score caused the group lead score to cross a threshold value;

moving the group profile from the first group profile state to a second group profile state in response to the group lead score crossing the threshold value; and

authorizing the first client device and the second client device to access additional data content of the web server in response to moving the group profile to the second group profile state.

11. The non-transitory, computer-readable medium of claim 10 , wherein detecting a characteristic associated with the first communication session comprises receiving an Internet Protocol (IP) address.

12. The non-transitory, computer-readable medium of claim 10 , wherein detecting the characteristic associated with the first communication session is based on the one or more interactions between the web server and the first client device.

13. The non-transitory, computer-readable medium of claim 10 , wherein the characteristic comprises a selection from the group consisting of: a geographic location, a demographic characteristic, and a relationship with an organization.

14. The non-transitory, computer-readable medium of claim 10 , wherein the instructions further cause the one or more processors to operate by authorizing additional client devices that are associated with other communication sessions in the group profile to access the second additional data content of the web server in response to moving the group profile to the second group profile state.

15. A system comprising:

one or more processors; and

a non-transitory, computer-readable medium comprising instructions that, when executed by the one or more processors, cause the one or more processors to analyze Internet-based communication sessions using group profile states representing an aggregated function of individual electronic transmissions by:

detecting one or more interactions between a web server and a first client device, wherein the one or more interactions are part of a first communication session;

detecting a characteristic associated with the first communication session;

identifying a second communication session that is also associated with the characteristic, wherein second communication session is associated with a second client device;

accessing or generating a group profile that is associated with the second communication session, wherein: the group profile is assigned a first group profile state in a state-machine-based progression of group profile states; and the group profile is associated with a group lead score;

associating the first communication session with the group profile;

adjusting the group lead score based on the one or more interactions between the web server and the first client device;

determining that adjusting the group lead score caused the group lead score to cross a threshold value;

moving the group profile from the first group profile state to a second group profile state in response to the group lead score crossing the threshold value; and

authorizing the first client device and the second client device to access additional data content of the web server in response to moving the group profile to the second group profile state.

16. The system of claim 15 , wherein detecting a characteristic associated with the first communication session comprises receiving an Internet Protocol (IP) address.

17. The system of claim 15 , wherein detecting the characteristic associated with the first communication session is based on the one or more interactions between the web server and the first client device.

18. The system of claim 15 , wherein the characteristic comprises a selection from the group consisting of: a geographic location, a demographic characteristic, and a relationship with an organization.

19. The system of claim 15 , wherein the instructions further cause the one or more processors to operate by authorizing additional client devices that are associated with other communication sessions in the group profile to access the second additional data content of the web server in response to moving the group profile to the second group profile state.

20. The system of claim 15 , wherein the second communication session comprises a plurality of communication sessions.

Assignments (8)
RELEASE OF SECURITY INTEREST Recorded Jul 25, 2025
From: JEFFERIES FINANCE LLC, AS AGENT
To: UPLAND SOFTWARE, INC.; UPLAND SOFTWARE I, INC.; UPLAND SOFTWARE IV, LLC; UPLAND SOFTWARE V, INC.; UPLAND SOFTWARE VI, LLC; UPLAND SOFTWARE VII, LLC; UPLAND IX, LLC; ULTRIVA, LLC; ADVANCED PROCESSING & IMAGING, INC.; OMTOOL, LTD.; RIGHT ANSWERS, INC.; WATERFALL INTERNATIONAL INC.; QVIDIAN CORPORATION; REFERENCES-ONLINE, INC.; ADESTRA INC.; POSTUP HOLDINGS, LLC; POSTUP DIGITAL, LLC; DAILY INCHES, INC.
Reel/Frame 071840/0240 →
SECURITY INTEREST Recorded Mar 25, 2025
From: UPLAND SOFTWARE INC.; UPLAND SOFTWARE VII, LLC; OMTOOL, LTD.; WATERFALL INTERNATIONAL, INC.; QVIDIAN CORPORATION; REFERENCES- ONLINE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 070626/0779 →
MERGER Recorded Jan 11, 2021
From: UPLAND SOFTWARE VII, LLC
To: UPLAND SOFTWARE, INC.
Reel/Frame 054874/0463 →
SECURITY INTEREST Recorded Aug 8, 2019
From: UPLAND SOFTWARE, INC.; UPLAND SOFTWARE I, INC.; UPLAND SOFTWARE IV, LLC; UPLAND SOFTWARE V, INC.; UPLAND SOFTWARE VI, INC.; UPLAND SOFTWARE VII, INC.; UPLAND IX, LLC; ULTRIVA, LLC; ADVANCED PROCESSING & IMAGING, INC.; OMTOOL, LTD.; RIGHTANSWERS, INC.; WATERFALL INTERNATIONAL INC.; QVIDIAN CORPORATION; REFERENCES-ONLINE, INC.; ADESTRA INC.; POSTUP HOLDINGS, LLC; POSTUP DIGITAL, LLC; DAILY INCHES, INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
Reel/Frame 050002/0536 →
RELEASE OF SECURITY INTEREST Recorded Aug 7, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: UPLAND SOFTWARE VII, LLC
Reel/Frame 049991/0314 →
CHANGE OF NAME Recorded Jan 23, 2017
From: UPLAND SOFTWARE VII, INC.
To: UPLAND SOFTWARE VII, LLC
Reel/Frame 041070/0130 →
CHANGE OF NAME Recorded May 29, 2015
From: CLICKABILITY, INC.
To: UPLAND SOFTWARE VII, INC.
Reel/Frame 035798/0073 →
SECURITY INTEREST Recorded May 15, 2015
From: UPLAND SOFTWARE VII, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 035646/0972 →