IP Library Patent Application 14851293
Patent Application
App. No. 14/851,293

METHOD, SYSTEM, AND COMPUTER PROGRAM PRODUCT FOR MANAGING BUSINESS CUSTOMER CONTACTS

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Quick Facts
Patent No.
US None
App. No.
14/851,293
Abstract

In an enterprise where a database maintains multiple accounts for business customers, a method, system, and computer program product correctly links accounts which are associated with a common business. Business identification information from one or more external data sources is obtained and the format of the business identification data is standardized. Data records of business accounts are compared according to a plurality of rules for matching one business account to another. When two business accounts are found to match according to the business matching rules, a common identifier is applied to both business accounts to flag the two accounts as being associated with the same business entity. One or more hierarchy rules are applied to accounts associated with a common business, to establish a hierarchy among the accounts for purposes of marketing and other business communications.

Claims (6)

1 . A method comprising:

identifying, by a computer system, a first collection of data records on a first database;

identifying, by the computer system, a second collection of data records on a second database, wherein the first collection of data records is not linked to the second collection of data records;

determining, by the computer system, that the first collection of data records and the second collection of data records are associated with the same business entity, wherein the determining is based on application of business matching rules to the first collection of data records and the second collection of data records;

merging, by the computer system, the first collection of data records and the second collection of data records to a single database; and

assigning, by the computer system, to the first collection of data records and the second collection of data records a common identifier in response to the determining, wherein the common identifier creates a link between the first collection of data records and the second collection of data records on the consolidated database.

Assignments (4)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 16, 2018
From: III HOLDINGS 1, LLC
To: LIBERTY PEAK VENTURES, LLC
Reel/Frame 045611/0193 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 27, 2018
From: AMERICAN EXPRESS TRAVEL RELATED SERVICES COMPANY, INC.
To: III HOLDINGS 1, LLC
Reel/Frame 045468/0108 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 14, 2018
From: BALET, GREGORY J.; CHOI, DAVID Y.; LEE, YOUNG CHOON; SAWYER, JON WILLIAM; SMITH, DANIELLE L.; SRIVASTAVA, ATUL K.; VAPENIK, MICHAEL A.
To: AMERICAN EXPRESS TRAVEL RELATED SERVICES COMPANY, INC.
Reel/Frame 044925/0493 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 14, 2018
From: AMERICAN EXPRESS TRAVEL RELATED SERVICES COMPANY, INC.
To: III HOLDINGS 1, LLC
Reel/Frame 045326/0617 →