IP Library Granted Patent US 12,406,086
Granted Patent B1
US 12,406,086 · App. 17/966,167 · Granted Sep 2, 2025

Methods and systems for tracking and regulating the availability of syndicated data items across multiple communication channels including online and offline channels

Inventors: Bryan Leach (Denver, CO); Luke Swanson (Denver, CO)
Assignee: Ibotta, Inc.
G06F21/6245H04L63/102H04L67/1095H04L67/535
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Quick Facts
Patent No.
US 12,406,086
App. No.
17/966,167
Granted
Sep 2, 2025
Kind
B1
Abstract

The present disclosure provides methods and systems for method for regulating access to syndicated data across multiple communication channels, including online and offline channels. A syndicated data item may be activated upon performance or completion of a user activity (e.g., online user activity, offline user activity, etc.). A syndicated data item may have one or more expiration conditions, wherein after expiration, the syndicated data item becomes unavailable for activation. The systems and methods may simultaneously or substantially simultaneously, in real-time or in near real-time, assess the expiration status of a syndicated data item delivered to a user across multiple communication channels, including online and offline channels.

Claims (36)

1. A computer-implemented method for regulating availability of a syndicated data item to a user across a plurality of participating computer platforms, comprising:

(a) generating (i) a unique user identifier associated with a user across a plurality of participating computer platforms and (ii) a syndicated data identifier associated with a syndicated data item across said plurality of participating computer platforms, wherein said syndicated data item comprises engagement details;

(b) determining whether said user is qualified for said syndicated data item based at least in part on said engagement details of said syndicated data item and user activities associated with said user, wherein said engagement details comprise a plurality of target user activities, and said user is qualified for said syndicated data item when a user activity associated with said user fulfills one or more of the plurality of said target user activities;

(c) triggering a delivery of said syndicated data item to said user when said user is qualified for said syndicated data item, wherein said syndicated data item comprises a first configurable number of maximum activation requests limit from said user across said plurality of participating computer platforms;

(d) receiving from said user on a given participating computer platform among said plurality of participating computer platforms, a request to activate said syndicated data item;

(e) determining whether said syndicated data item on said given participating computer platform is activatable by said user based at least in part on whether a number of times said syndicated data item has previously been activated by said user and said plurality of participating computer platforms is less than said first configurable number of maximum activation requests limit, wherein, upon satisfaction of said first configurable number of maximum activation requests limit, a regulation system transmits, in real time, an activation-status notification to each remaining participating computer platform registered for the syndicated data item, thereby preventing further activations and resolving digital-channel conflicts;

(f) storing or updating an activation data associated with said requested syndicated data item when said syndicated data item is activated by said user upon a performance or completion of an activation user activity according to said engagement details; and

(g) storing or updating a redemption data associated with said requested syndicated data item when said syndicated data item is redeemed by said user.

2. The method of claim 1 , herein said syndicated data item further comprises a total activation limit, wherein said total activation limit comprises a second configurable number of maximum activation requests limit across a plurality of users across said plurality of participating computer platforms, and wherein in (e), said determining further comprises determining based at least in part on whether a number of times said syndicated data item has previously been activated by said plurality of users is less than said second configurable number of maximum activation requests limit.

3. The method of claim 1 , wherein in (f), said providing further comprises displaying said response of the request on a graphical user interface of said given participating computer platform.

4. The method of claim 1 , wherein in (f), said providing further comprises displaying said response of the request on a graphical user interface of a mobile electronic device of said user.

5. The method of claim 4 , wherein said graphical user interface is further configured by a mobile application running on said mobile electronic device.

6. The method of claim 1 , wherein said syndicated data item further comprises activation request time range limit, activation request location limit, and a type of said participating platform among said plurality of participating computer platforms that the syndicated data is available for activation.

7. The method of claim 1 , wherein the plurality of target user activities comprises a target spending amount associated with said user.

8. The method of claim 1 , wherein the unique user identifier remains unchanged when said user accesses said syndicated data on different computer platforms among said plurality of participating computer platforms.

9. The method of claim 1 , wherein said syndicated data item further comprises (i) a first status indicating whether said syndicated data item has been accepted by a given user after the delivery; (ii) a second status indicating whether said syndicated data item has been activated by a given user.

10. The method of claim 1 , further comprising: (i) collecting performance metrics associated with said syndicated data item across said plurality of participating computer platforms; and (ii) providing the collected performance metrics via an interface accessible by an administrator or campaign manager.

11. The method of claim 10 , further comprising: (i) analyzing the performance metrics collected to identify usage patterns; and (ii) dynamically adjusting one or more parameters of said syndicated data item based on said analysis, thereby regulating user engagement across said plurality of participating computer platforms.

12. A system for regulating availability of a syndicated data item to a user across a plurality of participating computer platforms, comprising:

one or more computer servers comprising at least one electronic data repository; and

one or more computer processors operatively coupled to said one or more computer servers, wherein said one or more computer processors are individually or collectively programmed to:

generate (i) a unique user identifier associated with a user across a plurality of participating computer platforms and (ii) a syndicated data identifier associated with a syndicated data item across said plurality of participating computer platforms, wherein said syndicated data item comprises engagement details;

determine whether said user is qualified for said syndicated data item based at least in part on said engagement details of said syndicated data item and user activities associated with said user, wherein said engagement details comprise a plurality of target user activities, and said user is qualified for said syndicated data item when a user activity associated with said user fulfills one or more of the plurality of said target user activities;

trigger a delivery of said syndicated data item to said user when said user is qualified for said syndicated data item, wherein said syndicated data item comprises a first configurable number of maximum activation requests limit from said user across said plurality of participating computer platforms;

receive, from said user on a given participating computer platform among said plurality of participating computer platforms, a request to activate said syndicated data item;

determine whether said syndicated data item on said given participating computer platform is activatable by said user based at least in part on whether a number of times said syndicated data item has previously been activated by said user at said plurality of participating computer platforms is less than said first configurable number of maximum activation requests limit, wherein, upon satisfaction of said first configurable number of maximum activation requests limit, a regulation system transmits, in real-time, an activation-status notification to each remaining participating computer platform registered for the syndicated data item, thereby preventing further activations and resolving digital-channel conflicts;

store or update an activation data associated with said requested syndicated data item when said syndicated data item is activated by said user upon a performance or completion of an activation user activity according to said engagement details; and

store or update a redemption data associated with said requested syndicated data item when said syndicated data item is redeemed by said user.

13. The system of claim 12 , wherein said syndicated data item further comprises a total activation limit, wherein said total activation limit comprises a second configurable number of maximum activation requests limit across a plurality of users across said plurality of participating computer platforms, and wherein said determine whether said syndicated data item on said given participating computer platform is activatable by said user further comprises determine based as least in part on whether a number of times said syndicated data item has previously been activated by said plurality of users is less than said second configurable number of maximum activation requests limit.

14. The system of claim 12 , wherein said provide a response further comprises display said response of the request on a graphical user interface of said given participating computer platform.

15. The system of claim 12 , wherein said provide a response further comprises display said response of the request on a graphical user interface of a mobile electronic device of said user.

16. The system of claim 15 , wherein said graphical user interface is further configured by a mobile application running on said mobile electronic device.

17. The system of claim 12 , wherein said syndicated data item further comprises activation request time range limit, activation request location limit, and a type of said participating platform among said plurality of participating computer platforms that the syndicated data is available for activation.

18. The system of claim 12 , wherein the plurality of target user activities comprise a target spending amount associated with said user.

19. The system of claim 12 , wherein the unique user identifier remains unchanged when said user accesses said syndicated data on different computer platforms among said plurality of participating computer platforms.

20. The system of claim 12 , wherein said syndicated data item further comprises (i) a first status indicating whether said syndicated data item has been accepted by a given user after the delivery; (ii) a second status indicating whether said syndicated data item has been activated by a given user.

Assignments (6)
CORRECTIVE ASSIGNMENT TO CORRECT THE TYPOGRAPHICAL ERROR IN APPLICATION NUMBER OF 18437370 TO 18347370 LISTED ON THE COVER SHEET PREVIOUSLY RECORDED ON REEL 69502 FRAME 334. ASSIGNOR(S) HEREBY CONFIRMS THE SECURITY INTEREST. Recorded May 8, 2025
From: IBOTTA, INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 071234/0170 →
CORRECTIVE ASSIGNMENT TO CORRECT THE TYPOGRAPHICAL ERRORS IN THE APPLICATION/REGISTRATION NUMBERS OF 20120323656 TO 13/527395; 20120323663 TO 13/571150; 20220245656 TO 17/709097; AND 20220358486 TO 17/873502 PREVIOUSLY RECORDED ON REEL 69502 FRAME 334. ASSIGNOR(S) HEREBY CONFIRMS THE SECURITY INTEREST. Recorded Jan 22, 2025
From: IBOTTA, INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 070498/0473 →
RELEASE OF SECURITY INTEREST Recorded Dec 6, 2024
From: SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY
To: IBOTTA, INC.
Reel/Frame 069510/0700 →
SECURITY INTEREST Recorded Dec 5, 2024
From: IBOTTA, INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 069502/0334 →
SECURITY INTEREST Recorded Dec 15, 2023
From: IBOTTA, INC.
To: FIRST-CITIZENS BANK & TRUST COMPANY
Reel/Frame 065886/0486 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 15, 2022
From: LEACH, BRYAN; SWANSON, LUKE
To: IBOTTA, INC.
Reel/Frame 061780/0707 →
Continuity (3)
Continuation 16133399 · Sep 17, 2018
Continuation In Part 15592062 · May 10, 2017
Provisional Application 62334368 · May 10, 2016
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