IP Library Granted Patent US 11,651,701
Granted Patent B1
US 11,651,701 · App. 16/953,008 · Granted May 16, 2023

Systems and methods for processing electronic data to make recommendations

Inventors: Catherine Ingrid Shaw (Washington, DC); John Daniel Nelson, III (Washington, DC); Philip James Friesen (Ashburn, VA); Kathleen Susan Ash Chew (Manassas, VA); Robert Laurence Alcorn, IV (Arlington, VA); Sarah Zauner (Boulder, CO); Brittney Lim Davidson (Washington, DC); Christopher Lance Johnson (Washington, DC)
Assignee: EAB GLOBAL, INC.
G09B7/00G09B5/00
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Quick Facts
Patent No.
US 11,651,701
App. No.
16/953,008
Granted
May 16, 2023
Kind
B1
Abstract

Systems and methods are disclosed herein for recommending an educational course to a user, and may comprise receiving data records associated with availability of a plurality of educational courses at one or more institutions; receiving educational course data and educational course focus data associated with the user; receiving prior user data records comprising prior user educational course data and prior user educational course focus data; determining index scores for each of the plurality of educational courses based upon a similarity between the educational course data and prior user educational course data, and based upon a similarity between the educational course focus data and prior user educational course focus data; and providing a recommended educational course from the plurality of educational courses to the user based upon the determined index scores.

Claims (78)

1. A computer-implemented method for processing electronic data to make recommendations, comprising:

using a processing server, automatically retrieving data records from an electronic student information system, the data records including a plurality of educational courses and a plurality of course requirements at one or more institutions;

receiving, at the processing server, educational course data and educational course focus data;

using the processing server, automatically retrieving prior user data vectors from an electronic archive, the prior user data vectors including prior user educational course data and prior user educational course focus data;

using the processing server, automatically determining at least one similarity between the user and at least one individual other than the user by executing a machine learning algorithm to perform a vector comparison of a current user data vector to the prior user data vectors;

using the processing server, automatically generating and transmitting to the user a first tailored course recommendation by determining a comparison between at least one of the plurality of course requirements and the current user data vector and by determining a second comparison between at least one of the plurality of educational courses and the at least one similarity between the user and the at least one individual other than the user;

receiving, at the processing server, a selected educational course, wherein the selected educational course is based on the first tailored course recommendation; and

using the processing server, automatically generating and transmitting to the user a second tailored course recommendation based on the selected educational course and the first tailored course recommendation.

2. The computer-implemented method of claim 1 , wherein automatically generating and transmitting to the user the second tailored course recommendation, further comprises:

determining a first candidate educational course and a second candidate educational course based upon the comparison between the at least one of the plurality of course requirements and the current user data vector or the second comparison between the at least one of the plurality of educational courses and the at least one similarity between the user and the at least one individual other than the user; and

including the second candidate educational course in the first tailored course recommendation based upon a determination that the second candidate educational course is closer to full capacity than the first candidate educational course.

3. The computer-implemented method of claim 1 , wherein automatically generating and transmitting to the user the first tailored course recommendation further comprises:

determining a batch of two or more educational courses based upon the comparison between the at least one of the plurality of course requirements and the current user data vector, the second comparison between the at least one of the plurality of educational courses and the at least one similarity between the user and the at least one individual other than the user, and a compatibility of the two or more educational courses in the batch; and

including the batch of two or more educational courses in the first tailored course recommendation.

4. The computer-implemented method of claim 3 , wherein determining the compatibility of the two or more educational courses in the batch comprises determining that the educational courses are either taken coincident with each other or within a predetermined time period of each other in the prior use data vectors.

5. The computer-implemented method of claim 1 , wherein automatically generating and transmitting to the user the first tailored course recommendation further comprises:

including an educational course in the first tailored course recommendation based upon proximity between a location of the educational course and an address associated with the user.

6. The computer-implemented method of claim 1 , wherein automatically generating the second tailored course recommendation based on the selected educational course comprises:

updating the current user data vector based on the selected educational course;

using the processing server, automatically determining at least one updated similarity between the user and at least one of the individuals other than the user by comparing the updated current user data vector to at least one of the prior user data vectors; and

using the processing server, automatically generating the second tailored course recommendation by comparing at least one of the plurality of course requirements with the updated current user data vector and comparing at least one of the plurality of educational courses with the at least one updated similarity between the user and the at least one individual other than the user.

7. The computer-implemented method of claim 1 , wherein the selected educational course is a first selected educational course, and further comprising:

receiving, at the processing server, a second selected educational course, wherein the second selected educational course is based on the second tailored course recommendation, and wherein the second selected educational course has a dependency upon the first selected educational course;

receiving a move command to move the first selected educational course;

moving the first selected educational course, on a user interface, in a manner corresponding to the move command; and

automatically moving the second selected educational course, on the user interface, based upon the dependency upon the first selected educational course.

8. A system for processing electronic data to make recommendations, the system including:

at least one data storage device storing instructions for generating an educational plan; and

at least one processor configured to execute the instructions to perform operations comprising:

automatically retrieving data records from an electronic student information system, the data records including a plurality of educational courses and a plurality of course requirements at one or more institutions;

receiving educational course data and educational course focus data;

automatically retrieving prior user data vectors from an electronic archive, the prior user data vectors including prior user educational course data and prior user educational course focus data;

automatically determining at least one similarity between the user and at least one individual other than the user by executing a machine learning algorithm to perform a vector comparison of a current user data vector to the prior user data vectors;

automatically generating and transmitting to the user a first tailored course recommendation by determining a comparison between at least one of the plurality of course requirements and the current user data vector and by determining a second comparison between at least one of the plurality of educational courses and the at least one similarity between the user and the at least one individual other than the user;

receiving a selected educational course, wherein the selected educational course is based on the first tailored course recommendation; and

automatically generating and transmitting to the user a second tailored course recommendation based on the selected educational course and the first tailored course recommendation.

9. The system of claim 8 , wherein the operations further comprise:

determining a first candidate educational course and a second candidate educational course based upon the comparison between the at least one of the plurality of course requirements and the current user data vector or the second comparison between the at least one of the plurality of educational courses and the at least one similarity between the user and the at least one individual other than the user; and

including the second candidate educational course in the first tailored course recommendation based upon a determination that the second candidate educational course is closer to full capacity than the first candidate educational course.

10. The system of claim 8 , wherein the operations further comprise:

determining a batch of two or more educational courses based upon their associated index scores and a compatibility of the two or more educational courses in the batch; and

including the batch of two or more educational courses in the first tailored course recommendation.

11. The system of claim 10 , wherein the operations further comprise determining that the educational courses are either taken coincident with each other or within a predetermined time period of each other in the prior use data vectors.

12. The system of claim 8 , wherein the operations further comprise:

including an educational course in the first tailored course recommendation based upon proximity between a location of the educational course and an address associated with the user.

13. The system of claim 8 , wherein the operations further comprise:

updating the current user data vector based on the selected educational course;

automatically determining at least one updated similarity between the user and at least one of the individuals other than the user by comparing the updated current user data vector to at least one of the prior user data vectors; and

automatically generating the second tailored course recommendation by comparing at least one of the plurality of course requirements with the updated current user data vector and comparing at least one of the plurality of educational courses with the at least one updated similarity between the user and the at least one individual other than the user.

14. The system of claim 8 , wherein the selected educational course is a first selected educational course, and wherein the operations further comprise:

receiving a second selected educational course, wherein the second selected educational course is based on the second tailored course recommendation, and wherein the second selected educational course has a dependency upon the first selected educational course;

receiving a move command to move the first selected educational course;

moving the first selected educational course, on a user interface, in a manner corresponding to the move command; and

automatically moving the second selected educational course, on the user interface, based upon the dependency upon the first selected educational course.

15. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause the processor to perform operations for processing electronic data to make recommendations, the operations comprising:

automatically retrieving data records from an electronic student information system, the data records including a plurality of educational courses and a plurality of course requirements at one or more institutions;

receiving educational course data and educational course focus data;

automatically retrieving prior user data vectors from an electronic archive, the prior user data vectors including prior user educational course data and prior user educational course focus data;

automatically determining at least one similarity between the user and at least one individual other than the user by executing a machine learning algorithm to perform a vector comparison of a current user data vector to the prior user data vectors;

automatically generating and transmitting to the user a first tailored course recommendation by determining a comparison between at least one of the plurality of course requirements and the current user data vector and by determining a second comparison between at least one of the plurality of educational courses and the at least one similarity between the user and the at least one individual other than the user;

receiving a selected educational course, wherein the selected educational course is based on the first tailored course recommendation; and

automatically generating and transmitting to the user a second tailored course recommendation based on the selected educational course and the first tailored course recommendation.

16. The non-transitory computer-readable medium of claim 15 , the operations further comprising:

determining a first candidate educational course and a second candidate educational course based upon the comparison between the at least one of the plurality of course requirements and the current user data vector or the second comparison between the at least one of the plurality of educational courses and the at least one similarity between the user and the at least one individual other than the user; and

including the second candidate educational course in the first tailored course recommendation based upon a determination that the second candidate educational course is closer to full capacity than the first candidate educational course.

17. The non-transitory computer-readable medium of claim 15 , the operations further comprising:

determining a batch of two or more educational courses based upon their associated index scores and a compatibility of the two or more educational courses in the batch; and

including the batch of two or more educational courses in the first tailored course recommendation.

18. The non-transitory computer-readable medium of claim 17 , wherein the operations for determining the compatibility of the two or more educational courses in the batch further comprise determining that the educational courses are either taken coincident with each other or within a predetermined time period of each other in the prior use data vectors.

19. The non-transitory computer-readable medium of claim 15 , the operations further comprising:

updating the current user data vector based on the selected educational course;

automatically determining at least one updated similarity between the user and at least one of the individuals other than the user by comparing the updated current user data vector to at least one of the prior user data vectors; and

automatically generating the second tailored course recommendation by comparing at least one of the plurality of course requirements with the updated current user data vector and comparing at least one of the plurality of educational courses with the at least one updated similarity between the user and the at least one individual other than the user.

20. The non-transitory computer-readable medium of claim 15 , wherein the selected educational course is a first selected educational course, and the operations further comprising:

receiving a second selected educational course, wherein the second selected educational course is based on the second tailored course recommendation, and wherein the second selected educational course has a dependency upon the first selected educational course;

receiving a move command to move the first selected educational course;

moving the first selected educational course, on a user interface, in a manner corresponding to the move command; and

automatically moving the second selected educational course, on the user interface, based upon the dependency upon the first selected educational course.

Assignments (5)
RELEASE OF SECOND LIEN SECURITY INTEREST IN PATENTS (REEL/FRAME 057335/0908) Recorded Jun 20, 2024
From: UBS AG, STAMFORD BRANCH
To: EAB GLOBAL, INC.; ROYALL & COMPANY, LLC
Reel/Frame 067799/0153 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Aug 26, 2021
From: EAB GLOBAL, INC.; ROYALL & COMPANY, LLC (F/K/A ROYALL & COMPANY)
To: UBS AG, STAMFORD BRANCH, AS COLLATERAL AGENT
Reel/Frame 057335/0908 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Aug 26, 2021
From: EAB GLOBAL, INC.; ROYALL & COMPANY, LLC (F/K/A ROYALL & COMPANY)
To: MACQUARIE CAPITAL FUNDING LLC, AS COLLATERAL AGENT
Reel/Frame 057350/0322 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 25, 2021
From: THE ADVISORY BOARD COMPANY
To: EAB GLOBAL, INC.
Reel/Frame 055012/0099 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 25, 2021
From: SHAW, CATHERINE INGRID; NELSON, JOHN DANIEL, III; FRIESEN, PHILIP JAMES; CHEW, KATHLEEN SUSAN ASH; ALCORN, ROBERT LAURENCE, IV; ZAUNER, SARAH; DAVIDSON, BRITTNEY LIM; JOHNSON, CHRISTOPHER LANCE
To: THE ADVISORY BOARD COMPANY
Reel/Frame 055090/0443 →
Continuity (2)
Continuation 14845057 · Sep 3, 2015
Provisional Application 62045347 · Sep 3, 2014
Cited By (1)
US 12,542,067