SYSTEM AND METHOD FOR MANAGING ROUTING OF LEADS

Patent №

US 11,831,794

Granted

2023-11-28

Filed 2018

Owner

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Lab

AI components

6

ml · nlp · vision · kr · planning · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

16219892

A routing system of a call center determines a plurality of advisor clusters to be assigned to each of a plurality of lead records stored in a lead model database. The predictive machine learning model inputs lead model data and advisor model data into a clustering analysis. Various modeling data are extracted from source lead data, sales data, and advisor data, in which the advisor data has been flattened for modeling. The predictive machine learning model applies a combination of a clustering analysis, a cluster model, and an aggregate conversion model to lead model data and user model data. The clustering analysis utilizes unsupervised clustering and supervised clustering, and outputs a plurality of advisor clusters and sales conversion scores. The clustering analysis clusters each of the advisors into one of the plurality of advisor clusters based on degree of similarity of a clustering vector.

Machine learningNatural languageVisionKnowledge representationPlanningAI hardwareH04M 3/5175G06F 16/285G06N 3/006G06N 20/00G06Q 30/01G06Q 30/0202

AI classification

Planning1.00
Machine learning1.00
Vision1.00
Natural language1.00
Knowledge representation0.98
AI hardware0.95
Speech0.16
Evolutionary computation0.04

Ownership

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

assignment · 477730178

Assignors

ROSS, GARETH, REAGAN, ANDREW

On an employer assignment, the assignors are typically the inventors.

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