IP Library Granted Patent US 12,619,634
Granted Patent B2
US 12,619,634 · App. 18/791,618 · Granted May 5, 2026

Method and an apparatus for meta-model optimization of an engagement portfolio

Inventors: Barbara Sue Smith (Toronto, CA); Daniel J. Sullivan (Toronto, CA)
Assignee: The Strategic Coach Inc.
G06F16/285G06F16/24578G06F16/288
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Quick Facts
Patent No.
US 12,619,634
App. No.
18/791,618
Granted
May 5, 2026
Kind
B2
Abstract

A method for meta-model optimization may include receiving an entity and engagement profile, classify each entity and engagement profile to one or more descriptors, compiling a digital model for each entity and engagement profile, identifying an optimal compatibility allocation of entities to engagements; and generating a user display summarizing the optimal meta-model to the user.

Claims (69)

1 . An apparatus for meta-model optimization, the apparatus comprising:

at least a processor; and

a memory communicatively connected to the at least a processor, wherein the memory contains instructions configuring the at least a processor to:

receive entity profile data and engagement profile data from a user;

apply, by a descriptor manager, one or more data tags to the entity profile data and the engagement profile data in order to convert the entity profile data and the engagement profile data into a machine-readable format;

apply, by the descriptor manager, one or more labels to an entity profile of the entity data and an engagement profile of the engagement profile data;

classify, using the one or more labels, the entity profile and the engagement profile to a plurality of descriptors, wherein classifying each descriptor comprises;

receiving training data, wherein the training data comprises historical user inputs and assigned descriptors; and

training a machine-learning model as a function of the training data;

identify an optimal compatibility allocation of entities to engagements, wherein the optimal compatibility allocation is determined as a function of prioritizing the entity profile and the engagement profile by generating and training a descriptor classifier to categorize the assigned descriptors;

generate a user display summarizing the optimal compatibility allocation; and

reassess entity allocations to continually optimize user engagement portfolio.

2 . The apparatus of claim 1 , wherein receiving the entity profile data and the engagement profile data from the user comprises receiving the entity profile data and the engagement profile data from a graphical user interface.

3 . The apparatus of claim 1 , wherein receiving the entity profile data and the engagement profile data from the user comprises receiving the entity profile data and the engagement profile data from a data repository.

4 . The apparatus of claim 1 , wherein the entity profile data uses a set of proprietary or industry standard multiple-choice questions to identify an entity's most effective contribution qualities and store the entity profile data to a data repository.

5 . The apparatus of claim 1 , wherein prioritizing the entity profile comprises identifying a future goal of the entity profile.

6 . The apparatus of claim 1 , wherein the classify each entity profile of the entity profile data and engagement profile of the engagement profile data to a plurality of descriptors comprises:

generating classifier training data, wherein the classifier training data comprises exemplary entity profiles and exemplary engagement profiles classified to exemplary descriptors, which are subsequently successfully paired as assessed by the user;

training a descriptor classifier as a function of the classifier training data; and

correlating the entity profile data and the engagement profile data using the descriptor classifier.

7 . The apparatus of claim 1 , wherein the classify each entity profile comprises:

associating the entity profile and the engagement profile to affiliated descriptors;

incorporating affiliated relative prioritization of any related descriptor into the entity profile and the engagement profile;

integrating any historical data available for the entity profile and the engagement profile into the machine-learning model; and

categorizing each profile based on any statistically significant characteristics as determined by the machine-learning model.

8 . The apparatus of claim 1 , wherein identifying the optimal compatibility allocation of the entities to the engagements comprises:

accepting user-defined priorities for each engagement;

training the machine-learning model as a function of the optimal compatibility allocation of the entities;

constructing a compatibility profile for each potential entity-engagement pair which evaluates availability and priority of each profile with regard to a likelihood of engagement success; and

calculating the optimal allocation of the entities across all known engagements to optimize execution based on the user-defined priorities.

9 . The apparatus of claim 8 , wherein calculating the optimal allocation of the entities across the all known engagements comprises:

isolating mandatory attribute requirements;

isolating unique features of each entity model and its assigned descriptors from all entity models and matching a best fit entity model with needs of each engagement;

comparing all possible allocations and ranking them based on optimization of all user engagements; and

filtering all of the possible allocations based on a set of user refinement criteria.

10 . The apparatus of claim 8 , wherein calculating the optimal allocation of the entities across the all known engagements comprises calculating the optimal allocation as a function of a machine-learning model.

11 . A method for meta-model optimization, the method comprising;

receiving, by a computing device, entity profile data and engagement profile data;

applying, by a descriptor manager, one or more data tags to the entity profile data and the engagement profile data in order to convert the entity profile data and the engagement profile data into a machine-readable format;

applying, by the descriptor manager, one or more labels to an entity profile of the entity data and an engagement profile of the engagement profile data;

correlating, by the computing device, using the one or more labels, the entity profile and the engagement profile to a plurality of descriptors;

compiling, by the computing device, a digital model for each entity profile and the engagement profile;

identifying, by the computing device, an optimal compatibility allocation of entities to engagements, wherein the optimal compatibility allocation is determined as a function of prioritizing the entity profile and the engagement profile by generating and training a descriptor classifier to categorize the assigned descriptors;

generating, by the computing device, a user display summarizing the optimal compatibility allocation; and

reassessing entity allocations to continually optimize user engagement portfolio.

12 . The method of claim 11 , wherein receiving, by the computing device, the entity profile data and the engagement profile data comprises receiving, by a graphical user interface communicatively connected to the computing device, the entity profile data and the engagement profile data.

13 . The method of claim 11 , wherein receiving, by the computing device, the entity profile data and the engagement profile data comprises receiving, by a data repository communicatively connected to the computing device, the entity profile data and the engagement profile data.

14 . The method of claim 11 , wherein receiving, by the computing device, the entity profile data, the computing device uses a set of proprietary or industry standard multiple-choice questions to identify most effective contribution qualities of the entity and store the entity profile data to a data repository.

15 . The method of claim 11 , wherein prioritizing the entity profile comprises identifying a future goal of the entity profile.

16 . The method of claim 11 , wherein the classify each entity profile of the entity profile data and engagement profile of the engagement profile data to a plurality of descriptors comprises:

generating, by the computing device, classifier training data, wherein the classifier training data comprises exemplary entity profiles and exemplary engagement profiles classified to exemplary descriptors;

training, by the computing device, a descriptor classifier as a function of the classifier training data; and

correlating, by the computing device, the entity profile data and the engagement profile data using the descriptor classifier.

17 . The method of claim 11 , wherein correlating, by the computing device, each entity profile comprises:

associating the entity profile and the engagement profile to affiliated descriptors;

incorporating affiliated relative prioritization of any related descriptor into the entity profile and the engagement profile;

integrating any historical data available for the entity profile or the engagement profile into a machine-learning model; and

categorizing each profile based on any statistically significant characteristics as determined by the machine-learning model.

18 . The method of claim 11 , wherein identifying, by the computing device, the optimal compatibility allocation of the entities to the engagements comprises:

incorporating relative prioritization of each descriptor of the plurality of descriptors;

training a machine-learning model as a function of the optimal allocation of resources;

constructing a digital model for each correlated entity profile and each correlated engagement profile; and

calculating the optimal allocation of the entities across all known engagements.

19 . The method of claim 18 , wherein calculating, by the computing device, the optimal allocation of the entities across the all known engagements comprises:

isolating mandatory attribute requirements;

isolating unique features of each entity model and its descriptors from all entity models and matching a best fit entity model with needs of each engagement;

comparing all possible allocations and ranking them based on optimization of all engagement qualifiers; and

filtering all of the possible allocations based on a set of user refinement criteria.

20 . The method of claim 18 , wherein calculating the optimal allocation of the entities across the all known engagements involves calculating the optimal allocation as a function of a machine-learning model.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 8, 2025
From: SMITH, BARBARA SUE; SULLIVAN, DANIEL J.
To: THE STRATEGIC COACH INC.
Reel/Frame 070768/0602 →
Continuity (2)
Continuation 18415131 · Jan 17, 2024
Related Publication 20250231965A1 · Jul 17, 2025
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