Integrated Customer Intelligence Platform and Method
Summary
The USPTO has granted Patent Application US20260099856A1 to Kyocera Document Solutions Inc. for an integrated customer intelligence platform and method in document management systems. The system collects customer market data including characteristics, engagement status, and usage patterns to generate actionable recommendations using predictive heuristics models with cyclicality and seasonality probability scoring. Inventors include Selim ZAMAN.
What changed
Kyocera Document Solutions Inc. has been granted USPTO Patent US20260099856A1 for an integrated customer intelligence platform and method. The system collects customer market data including characteristics, engagement status, and usage patterns, then applies predictive heuristics models with cyclicality and seasonality probability scoring to generate actionable recommendations for document management customers.
Competitors in the document management and customer intelligence software space should be aware of this patent when developing similar analytics features, as they may need to design around this intellectual property or consider licensing arrangements.
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Apr 16, 2026GovPing captured this document from the original source. If the source has since changed or been removed, this is the text as it existed at that time.
INTEGRATED CUSTOMER INTELLIGENCE PLATFORM AND METHOD
Application US20260099856A1 Kind: A1 Apr 09, 2026
Assignee
Kyocera Document Solutions Inc.
Inventors
Selim ZAMAN
Abstract
A document management system includes a customer intelligence platform that collects customer market data for customers of the document management system to generate recommendations for actions to be taken on behalf of each customer. The customer market data includes customer characteristics, an engagement status, and a usage pattern of the customer. Analysis is done of the customer market data to generate a baseline heuristics assessment that includes a cyclicality factor having a probability score and a seasonality factor having a probability score. This data is applied to a predictive heuristics model to generate a plurality of actions. A strategy identification model is applied to the plurality of actions along with the customer market data to identify an action and to determine whether the action should be taken based on a score for the action and a threshold.
CPC Classifications
G06Q 30/0202 G06N 7/01 G06Q 30/01
Filing Date
2024-10-04
Application No.
18906929
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