IP Library › Granted Patent US 11,544,582
Granted Patent B2
US 11,544,582 · App. 15/423,541 · Granted Jan 3, 2023

Predictive modelling to score customer leads using data analytics using an end-to-end automated, sampled approach with iterative local and global optimization

Inventors: Kanchana Suryakantha (Karnataka, IN); Kashyap Subramanya (Karnataka, IN); Vasanti Hegde (Karnataka, IN); Rajaram Venkatesha Rao Kudli (Karnataka, IN)
Assignee: Ambertag, Inc.
G06N5/04G06N20/00G06Q10/067G06Q30/0201
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Quick Facts
Patent No.
US 11,544,582
App. No.
15/423,541
Granted
Jan 3, 2023
Kind
B2
Abstract

Embodiments of the present invention disclose system to determine the best model to perform lead scoring for a given data set. The system can perform a multi-step iterative procedure including variable selection, feature set selection, training data selection, model development, model validation and process optimization. The system also performs local and global optimizations iteratively to determine the best possible model for a given scenario.

Claims (182)

1. A computer-implemented method for lead scoring, comprising:

preparing a data set by using a median value for one or more missing values of variables in case a number of missing values of the variables is within a threshold level;

performing random sampling of the data set to generate training and test data;

building a model based on the training and test data; refining the model by using a true positive rate (TPR) and a true negative rate (TNR); and

validating the model by simultaneously optimizing a difference between the TPR and a validation TPR and a difference between the TNR and a validation TNR.

2. The computer-implemented method of claim 1 , wherein the

TPR

=

Number

⁢

⁢

of

⁢

⁢

Enquiries

⁢

⁢

Predicted

⁢

⁢

as

⁢

⁢

Potential

⁢

⁢

Orders

Number

⁢

⁢

of

⁢

⁢

Enquiries

⁢

⁢

Actually

⁢

⁢

Converted

⁢

⁢

to

⁢

⁢

Orders

.

3. The computer-implemented method of claim 1 , wherein the

TNR

=

Number

⁢

⁢

of

⁢

⁢

Enquiries

⁢

⁢

Predicted

⁢

⁢

as

⁢

⁢

Potential

⁢

⁢

Drops

Number

⁢

⁢

of

⁢

⁢

Enquiries

⁢

⁢

Actually

⁢

⁢

Confirm

⁢

⁢

as

⁢

⁢

Drops

.

4. The computer-implemented method of claim 1 , wherein the data set is further filtered to remove variables based on their usefulness.

5. The computer-implemented method of claim 1 , wherein the preparing of the data set further comprises identifying independent variables and dependent variables.

6. The computer-implemented method of claim 1 , further includes selecting variables, succeeding the step of preparing the data set, which includes:

ignoring variables with missing values up to a threshold percentage level;

creating new variables and dummy variables; and

grouping the variables based on their conversion levels.

7. The computer-implemented method of claim 1 , wherein the validation of the model further comprises:

determining a model from a plurality of models using a lift chart; and

performing a concordance test to validate the model.

8. The computer-implemented method of claim 7 , further comprises, succeeding the validation of the built model:

prediction of lead scores for the data set; and

tracking the predicted lead scores against an actual data.

9. The computer-implemented method of claim 8 , further comprises building a new model or updating the built model based on a determination if the predicted lead scores are below a threshold.

10. A system to score lead comprising:

preparation of a data set by using a median value for one or more missing values of variables in case a number of missing values of the variables is within a threshold level;

perform random sampling of the data set to generate training and test data;

build a model based on the training and test data; and

refine the model by using a true positive rate (TPR) and a true negative rate (TNR); and

validate the model by simultaneously optimizing a difference between the TPR and a validation TPR and a difference between the TNR and a validation TNR.

11. The system of claim 10 , wherein the

TNR

=

Number

⁢

of

⁢

Enquiries

⁢

Predicted

⁢

as

⁢

Potential

⁢

Drops

Number

⁢

of

⁢

Enquiries

⁢

Actually

⁢

Confirmed

⁢

as

⁢

Drops

.

12. The system of claim 10 , wherein the data set is further filtered to remove variables based on their usefulness.

13. The system of claim 10 , wherein the preparation of the data set further comprises identifying independent variables and dependent variables.

14. The system of claim 13 , further includes selection of variables, succeeding the preparation of the data set, the selection of variables comprises:

ignore variables with missing values up to a threshold percentage level;

creation new variables and dummy variables; and

group the variables based on their conversion levels.

15. The system of claim 10 , wherein the validation of the built model further comprises:

determination of a model from a plurality of models using a lift chart; and

perform a concordance test to validate the model.

16. The system of claim 15 , further comprises, succeeding the validation of the built model:

prediction of lead scores for the data set; and

tracking the predicted lead scores against an actual data.

17. The system of claim 16 , further comprises building a new model or updating the built model based on a determination if the predicted lead scores are below a threshold.

18. The computer-implemented method of claim 1 , wherein the model is validated by decreasing the difference between the TPR and the validated TPR and decreasing the difference between the TNR and the validated TNR iteratively.

19. The system of claim 10 , wherein the

TPR

=

Number

⁢

of

⁢

Enquiries

⁢

Predicted

⁢

as

⁢

Potential

⁢

Orders

Number

⁢

of

⁢

Enquiries

⁢

Actually

⁢

Converted

⁢

to

⁢

Orders

.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 26, 2020
From: DALCHEMY INC
To: AMBERTAG INC
Reel/Frame 052743/0878 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 8, 2020
From: SURYAKANTHA, KANCHANA; SUBRAMANYA, KASHYAP; HEGDE, VASANTI; KUDLI, RAJARAM VENKATESHA RAO
To: DALCHEMY INC
Reel/Frame 052605/0987 →
Continuity (2)
Provisional Application 62290407 · Feb 2, 2016
Related Publication 20170220954A1 · Aug 3, 2017
Cited By (2)
US 12,518,867 US 12,737,432