Method and system for selecting similar consumers

Patent metadata

Field	Value
Publication number	US-11238545-B2
Application number	US-201213464314-A
Country	US
Kind code	B2
Filing date	May 4, 2012
Priority date	May 6, 2011
Publication date	Feb 1, 2022
Grant date	Feb 1, 2022

Abstract

Illustrative embodiments of the present invention are directed to methods and computer systems for reporting a consumer's usage of a resource. A computer system retrieves consumer characteristic data and resource usage data for the first consumer and a set of second consumers including characteristic data related to each consumer. The computer system selects at least one consumer that is similar to the first consumer from the set of second consumers based upon a plurality of common criteria between the first consumer's characteristic data and a second consumer's characteristic data. The computer processes may be performing iteratively until the total number of similar consumers is equal to or greater than the predetermined number of consumers. Once a desired number of similar consumers is found, the computer system generates a report that displays the first consumer's resource usage data and the at least one similar consumers' resource usage data.

First claim

What is claimed is:

1. A computerized method for reporting a first consumer's usage of a resource, the method comprising:
retrieving, by a processor, consumer characteristic data and resource usage data for a first consumer and consumer characteristic data and resource usage data for each consumer in a set of second consumers, the consumer characteristic data including a plurality of characteristics related to each respective consumer, the resource usage data comprising at least one of: electricity usage data, or gas usage data;
performing, by the processor, an iterative process comprising:
selecting, by the processor, from the set of second consumers, a total number of similar consumers to define a data set of similar consumers, wherein the processor executes an adaptive process that extracts from memory the consumer characteristic data sequentially for each of the set of second consumers and applies a plurality of criteria as a function, wherein each selected consumer is similar according to the plurality of criteria matching the consumer characteristic data of the first consumer, wherein similarity is defined by the function, for each criterion of the plurality of criteria, as at least one of:
a match between a characteristic of the selected consumer's characteristic data and a characteristic of the first consumer's characteristic data; and
a match between a characteristic of the selected consumer's characteristic data and a range, the range being determined by a processor, based on at least one characteristic of the first consumer's characteristic data;

monitoring, by the processor, a total number of the similar consumers selected in a previous iteration;
determining, by the processor, a difference between the total number of the similar consumers selected in the previous iteration and a predetermined number of consumers;
in response to the total number of the similar consumers selected in the previous iteration decreases and is less than the predetermined number of consumers, applying, by the processor, a programmatic abating function in the adaptive process to abate at least one criterion from the plurality of criteria, by:
(a) calculating, by the processor, a degree of adjustment to one or more ranges of the plurality of criteria, wherein the calculated degree of adjustment is proportional to the determined difference between the total number of similar consumers selected in the previous iteration and the predetermined number of consumers; and
wherein the degree of adjustment depends on the programmatic abating function wherein, as the total number of similar consumers selected in the latest iteration decreases, the range for at least one common criterion increases; and
(b) programmatically adjusting, by the processor, a subsequent iteration by applying the calculated degree of adjustment comprising:
(i) selecting and removing at least a first common criterion from the plurality of criteria based on the programmatic abating function; and
(ii) selecting and adjusting, based on the calculated degree of adjustment, at least one range for a second criterion of the plurality of criteria that remains;
wherein the abating reduces a number of iterations performed by the processor to define the data set of similar consumers to be at least the predetermined number of consumers; and

repeating the iterative process using the abated plurality of criteria until the total number of the similar consumers selected at least matches the predetermined number of consumers; and

generating, by the processor, a report that at least compares the first consumer's resource usage data and the at least one selected consumer's resource usage data, wherein the report is provided and is accessible via an email communication or is accessible via a website.

2. The method according to claim 1 , wherein the programmatic abating function is configured to abate the at least one first common criterion by a degree that depends on at least one of:
a number of selected consumers in the previous iteration; and
a total number of selected consumers in all the previous iterations.

3. The method according to claim 2 , wherein the degree of adjustment is calculated based at least in part on the number of selected consumers in the previous iteration, such that, as the total number of selected consumers in the previous iteration decreases, fewer of the at least one criterion are removed.

4. The method according to claim 2 , wherein the degree of adjustment is calculated based at least in part on the total number of selected consumers in all the previous iterations, such that, as the total number of selected consumers in the iterations decreases, fewer of the at least one criterion are removed.

5. The method according to claim 1 , wherein the first consumer and each consumer in the set of second consumers comprises a home occupant.

6. The method according to claim 5 , wherein the plurality of criteria are selected from at least four characteristics selected from:
a dwelling type,
a meter read cycle,
a heating fuel type,
home size,
a number of home occupants,
presence of a photovoltaic system,
presence of a pool;
presence of air conditioning;
a home age;
an age of one or more home occupants,
seasonal home residents, and
a home location.

7. The method according to claim 6 , wherein the plurality of criteria are selected from at least:
a dwelling type,
a meter read cycle,
a heating fuel type,
a home size, and
a home location.

8. The method according to claim 6 , wherein selecting the at least one selected consumer comprises selecting the at least one selected consumer such that, for each selected consumer, a match between a characteristic of the first consumer's characteristic data and a characteristic of the selected consumer's characteristic data comprises at least one of:
a match between the first consumer's heating fuel type and the selected consumer's heating fuel type;
a match between a number of occupants in the first consumer's home and a number of occupants in a selected consumer's home;
a match between the presence of a photovoltaic system in the first consumer's home and the presence of a photovoltaic system in a selected consumer's home; and
a match between a location of the first consumer's home and a location of the selected consumer's home.

9. The method according to claim 6 , wherein a match between a selected consumer's building data and a range comprises at least one of:
a match between a size of the selected consumer's home and a range that is determined based upon a size for the first consumer's home,
a match between the selected consumer's meter read cycle and a range that is determined based upon a meter read cycle for the first consumer's home,
a match between a number of occupants in the selected consumer's home and a range that is determined based upon a number of occupants in the first consumer's home; and
a match between a distance between the selected consumer's home and the first consumer's home and a distance range.

10. The method according to claim 1 , wherein the resource usage data comprises at least one of waste usage data, water usage data, sewer usage data, garbage usage data, recycling usage data, phone usage data, or broadband access usage data.

11. The method according to claim 1 , wherein retrieving resource usage data comprises receiving, by a processor, resource usage data from resource usage meters, wherein the resource usage meters are part of an advanced metering infrastructure.

12. The method according to claim 1 , further comprising:
communicating, by at least the processor, the report to the first consumer as pa

Assignees

• Curtis Richard Tyler
• Yost Kyle
• Opower Inc

Inventors

• Curtis Richard Tyler
• Yost Kyle

Classifications

• G06Q30/0201

  Market modelling; Market analysis; Collecting market data · CPC title

• G06Q50/06 Primary

  Energy or water supply · CPC title