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How a Smart System Verifies and Updates Customer Data

This patent describes an automated system that uses artificial intelligence to pick the best ways to check and update information about people or businesses, choosing from methods like web searches, phone calls, or direct mail.

Granted 2012ActiveExpires 2028Owned by Consumerinfo com IncInvented by Gregory Dean Jones, Albert Chia-Shu Chang, Carolyn Paige Soltes Matthies

Original patent title: “Systems and methods for data verification

Plain-English explanation by SahiLast reviewed · June 15, 2026

This patent describes an automated system that uses artificial intelligence to pick the best ways to check and update information about people or businesses, choosing from methods like web searches, phone calls, or direct mail. Granted to Consumerinfo com Inc in 2012 with 39 claims and 102 forward citations.

Key facts

Patent numberUS 8285656
StatusActive
FieldSoftware & Internet
AssigneeConsumerinfo com Inc
InventorsGregory Dean Jones, Albert Chia-Shu Chang, Carolyn Paige Soltes Matthies
Filed2008
Granted2012
Claims39
Times cited102
LitigationNone on record
Value · $384K$1.2MSubstantial

Coverage

What does this patent actually cover?

This system automatically verifies and updates data, such as customer contact information. It includes a "data selection module" (ClaimclaimA numbered sentence at the end of a patent that legally defines what the inventor owns. The most important section.Read more → 1) that picks data to be checked. An "artificial intelligence module" (Claim 1) then decides which verification methods to use, like web-crawling, phone calls (tele-verification), or emails, based on how well those methods worked in the past (Claim 1). For example, if the system needs to verify a person's address, the AI might first try a low-cost web search. If that's not enough, it might then use a more expensive phone call for a smaller group of records, using the results to see how good the web search was (Claim 2, 3). The AI can also adapt its choices over time by monitoring how effective each method is (Claim 4).

The gap

What does this patent NOT cover?

  • Does not cover systems that verify data using only one fixed method, without an AI module choosing between options.
  • Does not cover manual data verification processes where a human decides the method for each record.
  • Does not cover systems that select verification methods without considering prior results or cost data (ClaimclaimA numbered sentence at the end of a patent that legally defines what the inventor owns. The most important section.Read more → 1, 2).
  • Does not cover systems that verify data without the ability to update or append information as a result of the verification.
  • Does not cover systems that only segment data without an AI module selecting methods based on those segments (ClaimclaimA numbered sentence at the end of a patent that legally defines what the inventor owns. The most important section.Read more → 9).

These exclusions are unique to PatentBrief — derived from the actual claim language, not patent-office boilerplate.

What made this novel

The truly novel aspect is the "artificial intelligence module" that dynamically selects and adapts data verification methods based on their past effectiveness, cost, or characteristics of the data itself. This moves beyond simple rule-based systems to a more intelligent, self-optimizing approach.

Systems and methods for data v…(Primary claim)softwaretelecommunicationsai mlfinanceecommerce

Schematic visualization of the patent's claim structure. Hand-drawn diagrams in progress for each landmark patent.

Where you've seen this

Real-world examples

01

Credit reporting agencies updating consumer profiles

02

Marketing companies cleaning customer lists

03

Identity verification services checking user details

04

Business directories ensuring contact information is current

05

Fraud detection systems validating suspicious data points

Why it matters

The bigger picture

Accurate customer and business data is crucial for many industries, from marketing to fraud prevention. This patent outlines a systematic, intelligent approach to keeping that data fresh and reliable, which helps companies save money by using the most efficient verification methods. Consumerinfo.com Inc., the assigneeassigneeThe entity that owns the patent — usually the inventor's employer or a company.Read more →, operates in the credit reporting and identity protection space, where data accuracy is paramount.

Filed

March 28, 2008

Granted

October 9, 2012

Market context

Who's building on this

Companies in this space

Companies like Experian (which acquired Consumerinfo.com Inc.) and other major data providers, credit bureaus, and marketing technology firms continue to build and refine systems for data verification. These entities constantly work to improve the accuracy and completeness of their vast datasets using automated and intelligent processes.

Market impact

This patent contributed to the development of more sophisticated data management practices, particularly in industries reliant on large, accurate datasets. It helped shift the market towards automated, adaptive systems for data quality, reducing manual effort and improving efficiency. While not creating an entirely new market, it enhanced the capabilities within existing data services and consumer information sectors.

Claim 1 — Plain English

What this patent covers

This system automatically verifies and updates data, such as customer contact information. It includes a "data selection module" (Claim 1) that picks data to be checked. An "artificial intelligence module" (Claim 1) then decides which verification methods to use, like web-crawling, phone calls (tele-verification), or emails, based on how well those methods worked in the past (Claim 1). For example, if the system needs to verify a person's address, the AI might first try a low-cost web search. If that's not enough, it might then use a more expensive phone call for a smaller group of records, using the results to see how good the web search was (Claim 2, 3). The AI can also adapt its choices over time by monitoring how effective each method is (Claim 4).

The clever bit

The truly novel aspect is the "artificial intelligence module" that dynamically selects and adapts data verification methods based on their past effectiveness, cost, or characteristics of the data itself. This moves beyond simple rule-based systems to a more intelligent, self-optimizing approach.

What it does not cover

  • Does not cover systems that verify data using only one fixed method, without an AI module choosing between options.
  • Does not cover manual data verification processes where a human decides the method for each record.
  • Does not cover systems that select verification methods without considering prior results or cost data (Claim 1, 2).
  • Does not cover systems that verify data without the ability to update or append information as a result of the verification.
  • Does not cover systems that only segment data without an AI module selecting methods based on those segments (Claim 9).

Patent timeline

Filing

Application submitted to the patent office

Publication

Application published, typically 18 months after filing

Grant

Patent officially issued

PatentBrief Score

Impact Score

Strong

Citation count

40/40

Highly cited

Claim breadth

20/20

Very broad protection

Recency

5/20

Granted 10–20 years ago

Assignee scale

0/20

Independent or smaller assigneeassigneeThe entity that owns the patent — usually the inventor's employer or a company.Read more →

PatentBrief Impact Score — based on citation count, claim breadth, recency, and assignee scale. Not a legal assessment.

Heuristic Value Estimate

What this patent might be worth

Substantial

$384K$1.2M

Midpoint $768K · 1.8 yr remaining · industry ×1.6

Adjust inputs →

Heuristic only — blends forward/backward citation counts, claim scope, time remaining, litigation history, and CPC-derived industry baseline. Real valuations need a professional appraisal.

The original legal language

Original claims

39 claims as filed with the patent office.

Concepts involved

ClaimPrior artNon-obviousnessNoveltySpecificationAssigneePatent term

Citations

Patent lineage

Cites earlier patents

118

earlier patents this invention cites as foundations

View prior art →

Cited by later patents

102

later patents that build on this invention

View patents →

Cite this patent

Jones, G. D., Chang, A. C., & Matthies, C. P. S. (2012). How a Smart System Verifies and Updates Customer Data (U.S. Patent No. 8,285,656). U.S. Patent and Trademark Office. https://patentbrief.org/patent/us/8285656/cortana-virtual-assistant

Auto-generated from the patent record. Double-check author order and the issue date against the official USPTO document before submitting.

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Common Questions

Frequently Asked Questions

What does How a Smart System Verifies and Updates Customer Data cover?

This patent describes an automated system that uses artificial intelligence to pick the best ways to check and update information about people or businesses, choosing from methods like web searches, phone calls, or direct mail.

Who owns patent US 8285656?

Consumerinfo com Inc owns this patent, granted in 2012.

When does this patent expire?

This patent is expected to expire on October 9, 2032, when the invention enters the public domain.

What is patent US 8285656 cited by?

This patent has been cited by 102 later patents that build on its ideas.

What problem does this patent solve?

Accurate customer and business data is crucial for many industries, from marketing to fraud prevention. This patent outlines a systematic, intelligent approach to keeping that data fresh and reliable, which helps companies save money by using the most efficient verification methods. Consumerinfo.com Inc., the assignee, operates in the credit reporting and identity protection space, where data accuracy is paramount.

What does this patent NOT cover?

Does not cover systems that verify data using only one fixed method, without an AI module choosing between options.

Same assignee

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Last reviewed: June 15, 2026 · PatentBrief is not a law firm and this is not legal advice.