Proximity-based patron relationship management

Patent No. US10719858 (titled "Proximity-based patron relationship management") on Aug 19, 2016. The application was issued on Jul 21, 2020.

What is this patent about?

’858 is related to the field of restaurant and hospitality management, specifically focusing on the automated identification and management of customers based on their physical proximity to a venue or staff member. In high-traffic environments like bars, festivals, or busy restaurants, it is often difficult for staff to maintain personalized service or for groups to coordinate dining preferences. The system addresses these challenges by bridging the gap between digital patron profiles and real-time physical presence.

The underlying idea behind ’858 is the use of passive proximity detection to bridge the physical and digital gap between a venue and its customers. By leveraging background signals from a patron's mobile device, such as location beacons or hardware identifiers, the system can automatically surface a customer’s specific needs—like food allergies, favorite drinks, or past survey feedback—to a staff member's handheld device the moment the customer walks in. This removes the need for manual check-ins and allows for a highly personalized service experience that feels natural rather than transactional.

The claims of ’858 focus on a system and method that automatically aggregates individual patrons into logical groups based on detected information similarities and shared physical location. The independent claims describe a server-side architecture that receives device identifiers and geolocation data to not only identify individuals but to synthesize 'group information.' This includes the ability to broadcast this group data to a management interface, allowing staff to see a unified view of a party’s collective preferences and historical satisfaction levels.

In practice, the invention functions as an intelligent concierge that operates behind the scenes. When a group of people enters a venue, the system identifies similarities in their profiles—such as shared dietary restrictions or language preferences—and presents this as a consolidated profile to the host. The system further refines the experience by using historical satisfaction surveys to match specific patrons with the hosts they have preferred in the past, effectively automating the optimization of the patron-host relationship.

This approach differs from traditional CRM systems that require manual data entry or active 'check-ins' by the user. By utilizing automated group formation and real-time proximity triggers, the invention eliminates the friction of identifying customers in crowded spaces. Unlike prior solutions that treat every customer as an isolated data point, this system recognizes the social context of dining by dynamically linking devices into parties, ensuring that the venue can cater to the collective needs of a group as efficiently as an individual.

How does this patent fit in bigger picture?

Technical Landscape

In the mid-2010s when ’858 was filed, customer relationship management in hospitality was typically implemented using disjointed systems where point-of-sale terminals, reservation logs, and loyalty databases operated as independent silos. At a time when patron identification commonly relied on manual check-ins or the physical presentation of loyalty cards, system architectures often lacked the ability to synchronize real-time location data with personal preference profiles. Hardware and software constraints of the era made the seamless, low-latency integration of proximity-based beacon data with backend patron databases non-trivial, often resulting in a technical gap between a patron’s physical arrival and the staff's access to their specific dietary requirements or service history.

Prosecution Position

The disclosed invention represents a meaningful technical advancement through the architectural integration of a patron management server, a proximity-aware interaction manager, and a dynamic profile data store. By utilizing device identifiers and geolocation data to trigger the automated retrieval and presentation of patron-specific metadata to a host device, the system enables a proactive service capability previously hindered by manual data entry. The solution achieves a specific technical effect by allowing real-time, bidirectional updates to patron profiles during an active session, where host interactions and patron-initiated changes are synchronized across the network. This architectural shift overcomes the constraint of static data silos, enabling the automated organization of patron information based on physical proximity and facilitating pre-arrival coordination through estimated time of arrival tracking.

Claims

The patent contains a total of 8 claims, with claims 1 and 6 serving as the independent claims. These independent claims focus on a system and a method for automated proximity-based patron relationship management that utilizes geolocation and device identifiers to group clients, analyze similarities, and present relevant data to a manager for review. The dependent claims serve to further specify the technical nature of the device identifiers, such as MAC addresses or usernames, and detail additional procedural steps for acknowledging and notifying users of data updates.

Key Claim Terms New

Definitions of key terms used in the patent claims.

Term (Source)Support for SpecificationInterpretation
Group information
(Claim 1, Claim 6)
Patron information may be presented in an ordered list such that most-recent or most-proximal patrons are presented in an order, allowing a host to quickly identify which patrons are nearest them. In another exemplary use case, multiple patrons may arrive at a restaurant and a host may be presented with their individual information in an ordered fashion. This may be arranged to reflect their seating at a table, such as in a radial arrangement about an on-screen table.Data generated by the server that describes a logical collection of patrons, often reflecting their physical arrangement or shared transaction status.
Information similarities
(Claim 1, Claim 6)
The system identifies similarities to address situations where there may be multiple patrons or multiple hosts. For example, detected beacon information is provided to a server to retrieve patron information for use in seating and serving. This allows the system to identify which patrons are nearest a host or grouped together at a table.Shared data points or commonalities between multiple client devices derived from their respective geolocation data and device identifiers, used to logically associate separate patrons.
Patron interaction manager
(Claim 1, Claim 6)
A host working at the restaurant may be operating a mobile POS on their own smartphone or tablet, which may then receive the patron's information. The host may then view the patron's information on their device, and may immediately have details such as dietary requirements or allergies. The manager may also be configured to receive user interaction, such as a host rearranging patrons on a display using a 'click-and-drag' type interaction.A functional component configured to present patron or group information to a human user (such as a restaurant host) for review and to receive interaction data from that user.
Patron profile data store
(Claim 1, Claim 6)
Specific preferences such as a 'usual drink order', favorite host, or other such information may be configured and stored in a patron profile data store. The host's interaction information may be used by the patron management server to direct a patron profile data store to update the relevant information based on the interaction. This enables the host to begin serving the patron with a level of familiarity otherwise not possible.A specialized data repository that stores and provides patron-specific information profiles, including preferences, dietary needs, and historical interaction data, to the management server.
Specific patron-host configuration
(Claim 6)
Satisfaction survey information may be utilized and attributed to a particular host and used to automatically determine such patron- and host-specific configuration. A host's schedule may be cross-referenced with a patron's broadcast information (e.g. favorite host) and may be assigned to the patron. This allows a patron to identify a host that will be particularly suited to their preference.An automated assignment or relationship mapping between a patron and a specific staff member based on historical satisfaction surveys and stored preferences.

Litigation Cases New

US Latest litigation cases involving this patent.

Case NumberFiling DateTitle
2:22-cv-00490Dec 23, 2022Tiare Technology, Inc. V. Dine Brands Global, Inc.

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US10719858

Application Number
US15241079A
Filing Date
Aug 19, 2016
Publication Date
Jul 21, 2020
External Links
Slate, USPTO , Google Patents