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Systems and methods for intelligent prospect identification using online resources and neural network processing to classify organizations based on published materials

An organization, object technique, applied in the field of systems and methods for intelligent prospective object recognition using online resources and neural network processing to classify organizations based on published material, capable of resolving company name inconsistencies and nuances, inconsistencies Consider issues such as broker or account manager interests

Active Publication Date: 2019-12-31
AON GLOBAL OPERATIONS LTD SINGAPORE BRANCH
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

Existing CRM software tools take a blanket approach that does not take into account the interests of brokers or relationship managers, nor the aforementioned inconsistencies and nuances of company names

Method used

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  • Systems and methods for intelligent prospect identification using online resources and neural network processing to classify organizations based on published materials
  • Systems and methods for intelligent prospect identification using online resources and neural network processing to classify organizations based on published materials
  • Systems and methods for intelligent prospect identification using online resources and neural network processing to classify organizations based on published materials

Examples

Experimental program
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Embodiment Construction

[0026] The description set forth below in conjunction with the accompanying drawings is intended to describe various illustrative embodiments of the disclosed subject matter. Specific features and functions are described in conjunction with each illustrative embodiment; however, it will be apparent to one skilled in the art that the disclosed embodiments can be practiced without each of these specific features and functions.

[0027] Figures 1A-1B An example operational flow 100 is shown for automatically analyzing a professional's existing business book to gather information relevant to identifying prospective clients. The operational process develops a raw data set associated with or describing an existing customer segment in the professional's existing business book. The raw data can later be analyzed to determine key terms useful for automated searches of prospective customers who share similar attributes to customers within the professional's current business book.

[00...

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PUM

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Abstract

In an illustrative embodiment, methods and systems for identifying prospective new clients based upon review of current clients include accessing a book of business of a user of a transactional platform to identify current clients, identifying, key terms relevant to each of the clients, automatically performing Internet searches, each search using different groupings of the key terms, automatically deriving from web sites of the search results information regarding a number of prospects, and presenting prospect information to the user. The key terms may be identified through performing web searches and web scraping of online information related to the current clients. The clients may be categorized based upon organizational attributes prior to searching. An initial set or sets of key termsmay be filtered through performing a number of data analyses on the key terms.

Description

[0001] related application [0002] This application claims U.S. Provisional Patent Application Serial No. 62 / 437,989, filed December 22, 2016, entitled "Intelligent Prospective Object Recognition for Classifying Tissue Based on Published Materials Using Online Resources and Neural Network Processing Systems and Methods for Intelligent Prospect Identification Using Online Resources and Neural Network Processing to Classify Organizations based on Published Materials. This application is related to U.S. Provisional Patent Application Serial No. 62 / 438,015, filed December 22, 2016, and entitled "System and Method for Identifying and Reducing Redundant Electronic Communications Data and Filtering Electronic Communications Data for Analysis (Systems and Methods for Identifying and Reducing Redundant Electronic Communications Data and Filtering Electronic Communications Data for Analysis)"; and U.S. Provisional Patent Application Serial No. 62 / 438,340, filed December 22, 2016, entitle...

Claims

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Application Information

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IPC IPC(8): G06Q30/02G06F16/953
CPCG06Q30/0201G06F16/3334G06F16/951G06F16/2465G06F16/248G06F16/285G06F16/2468
Inventor O.里昂B.谢里登
Owner AON GLOBAL OPERATIONS LTD SINGAPORE BRANCH
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