IP Library › Granted Patent US 11,810,004
Granted Patent B2
US 11,810,004 · App. 16/903,836 · Granted Nov 7, 2023

Optimizing user experiences using a feedback loop

Inventors: Weiyan Sun (Carrollton, TX); Rohit Sarin (Dallas, TX); Elizabeth Claire Maue (Dallas, TX); Dustin Douglas (Plano, TX)
Assignee: Capital One Services, LLC
G06N5/04G06Q30/0201
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Quick Facts
Patent No.
US 11,810,004
App. No.
16/903,836
Granted
Nov 7, 2023
Kind
B2
Abstract

The present disclosure is directed to systems and methods for predicting an outcome of a user journey. For example, a method may include: identifying a plurality of patterns based on a plurality of user interactions of a plurality of users with a plurality of touchpoints; applying a parameter to filter the plurality of patterns; evaluating the filtered plurality of patterns based an evaluation criterion; and applying a feedback loop based on the evaluation of the filtered patterns to modify the parameter or adjust a user experience.

Claims (43)

1. A method, comprising:

obtaining, by a server from a client device, interaction data comprising one or more touchpoints concerning one or more user interactions between a user and a website operating on the client device to access an account associated with an operator of the server, wherein a touchpoint includes information about what is conveyed during the one or more user interactions between the user and the website;

identifying, by the server, a plurality of patterns based on the interaction data concerning a plurality of user interactions of a plurality of users with a plurality of touchpoints including the one or more user interactions of the user with the one or more touchpoints;

applying a parameter to filter the plurality of patterns;

evaluating the filtered plurality of patterns based on an evaluation criterion; and

applying a feedback loop based on the evaluation of the filtered plurality of patterns to modify the parameter or adjust a user experience including a sequence of touchpoints associated with the user.

2. The method of claim 1 , wherein the parameter comprises a minimum number of occurrences of an identified pattern or a period of time for filtering the plurality of patterns.

3. The method of claim 2 , wherein the evaluation criterion comprises a pattern coverage threshold value to determine whether a minimum number of users from among the plurality of users are represented in the filtered plurality of patterns, and the evaluating comprises determining whether the minimum number of users is satisfied based on the pattern coverage threshold value.

4. The method of claim 3 , wherein, in response to determining that the minimum number of users fails to satisfy the pattern coverage threshold value, the modifying the parameter comprises iteratively modifying the parameter until the minimum number of users satisfies the pattern coverage threshold value.

5. The method of claim 1 , wherein the evaluation criterion comprises a performance score to determine an accuracy of the plurality of patterns, and the evaluating comprises determining whether the performance score is above a threshold performance score, and wherein, in response to determining that the performance score is below the threshold performance score, the modifying the parameter comprises iteratively modifying the parameter until the performance score satisfies the threshold performance score.

6. The method of claim 1 , wherein the evaluation criterion comprises a validation check of the user experience to determine whether each touchpoint of the user experience is represented in a pattern of the user.

7. The method of claim 6 , wherein the adjusting the plurality of touchpoints comprises adding a touchpoint to the plurality of touchpoints of the user experience.

8. A system, comprising:

a memory for storing instructions for optimizing a user journey; and

a processor, communicatively coupled to the memory, configured to execute the instructions, the instructions causing the processor to:

obtain, from a client device, interaction data comprising one or more touchpoints concerning one or more user interactions between a user and a website operating on the client device to access an account associated with an operator of the system, wherein a touchpoint includes information about what is conveyed during the one or more user interactions between the user and the website;

identify a plurality of patterns based on the interaction data concerning a plurality of user interactions of a plurality of users with a plurality of touchpoints including the one or more user interactions of the user with the one or more touchpoints;

apply a plurality of parameters to filter the plurality of patterns;

evaluate the filtered plurality of patterns based on a plurality of evaluation criteria; and

apply a feedback loop based on the evaluation of the filtered plurality of patterns to modify the plurality of parameters or adjust a user experience including a sequence of touchpoints associated with the user.

9. The system of claim 8 , wherein the plurality of parameters comprises a minimum number of occurrences of an identified pattern and a period of time for filtering the plurality of patterns.

10. The system of claim 9 , wherein the plurality of evaluation criteria comprises:

a pattern coverage threshold value to determine whether a minimum number of users from among the plurality of users are represented in the filtered plurality of patterns;

a performance score to determine an accuracy of the plurality of patterns; and

a validation check of the user experience to determine whether each touchpoint of the user experience is represented in a pattern of the user.

11. The system of claim 10 , wherein the evaluating comprises determining whether the minimum number of users is satisfied based on the pattern coverage threshold value.

12. The system of claim 11 , wherein, in response to determining that the minimum number of users fails to satisfy the pattern coverage threshold value, the modifying the plurality of parameters comprises iteratively modifying the plurality of parameters until the minimum number users is satisfied.

13. The system of claim 11 , wherein the evaluating comprises determining whether the performance score is above a threshold performance score, and wherein, in response to determining that the performance score is below the threshold performance score, the modifying the plurality of parameters comprises iteratively modifying the plurality of parameters until the performance score satisfies the threshold performance score.

14. The system of claim 11 , wherein the adjusting the plurality of touchpoints comprises adding a touchpoint to the plurality of touchpoints of the user experience.

15. A non-transitory, tangible computer-readable device having instructions stored thereon that, when executed by at least one computing device, cause the at least one computing device to perform operations comprising:

obtaining, from a client device, interaction data comprising one or more touchpoints concerning one or more user interactions between a user and a website operating on the client device to access an account associated with an operator of the at least one computing device, wherein a touchpoint includes information about what is conveyed during the one or more user interactions between the user and the website;

identifying a plurality of patterns based on the interaction data concerning a plurality of user interactions of a plurality of users with a plurality of touchpoints including the one or more user interactions of the user with the one or more touchpoints;

applying a plurality of parameters to filter the plurality of patterns;

evaluating the filtered plurality of patterns based on a plurality of evaluation criteria; and

applying a feedback loop based on the evaluation of the filtered plurality of patterns to modify the plurality of parameters or adjust a user experience including a sequence of touchpoints associated with the user.

16. The non-transitory, tangible computer-readable device of claim 15 , wherein the plurality of parameters comprises a minimum number of occurrences of an identified pattern or a period of time for filtering the plurality of patterns.

17. The non-transitory, tangible computer-readable device of claim 16 , wherein the plurality of evaluation criteria comprises:

a pattern coverage threshold value to determine whether a minimum number of users from among the plurality of users are represented in the filtered plurality of patterns;

a performance score to determine an accuracy of the plurality of patterns; and

a validation check of the user experience to determine whether each touchpoint of the user experience is represented in a pattern of the user.

18. The non-transitory, tangible computer-readable device of claim 17 , wherein the evaluating comprises determining whether the minimum number of users is satisfied based on the pattern coverage threshold value, and wherein, in response to determining that the minimum number of users fails to satisfy the pattern coverage threshold value, the modifying the plurality of parameters comprises iteratively modifying the plurality of parameters until the minimum number users is satisfied.

19. The non-transitory, tangible computer-readable device of claim 17 , wherein the evaluating comprises determining whether the performance score is above a threshold performance score, and wherein the modifying the plurality of parameters comprises iteratively modifying the plurality of parameters until the performance score is above the threshold performance score.

20. The non-transitory, tangible computer-readable device of claim 17 , wherein the adjusting the plurality of touchpoints comprises adding a touchpoint to the plurality of touchpoints of the user experience.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 17, 2020
From: SUN, WEIYAN; SARIN, ROHIT; MAUE, ELIZABETH CLAIRE; DOUGLAS, DUSTIN
To: CAPITAL ONE SERVICES, LLC
Reel/Frame 052964/0946 →
Continuity (1)
Related Publication 20210397984A1 · Dec 23, 2021
Cited By (1)
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