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Online churn reduction and loyalty system    
United States Patent6301471   
Link to this pagehttp://www.wikipatents.com/6301471.html
Inventor(s)Dahm; Cynthia N. (Palo Alto, CA); Laursen; Andrew L. (San Mateo, CA)
AbstractA method and system are disclosed for providing subscriber loyalty and retention techniques These techniques are suitable for mobile devices with small screens and limited keypad communication. This system and method allows mobile subscribers who have been identified as being likely candidates for churning, to efficiently, visually and interactively, review an offer for a mobile service plan better meeting the subscriber's needs. The subscriber can review and execute the offer using the display and interface of a mobile device.



 Title Information Submit all comments and votes
 
Patent Text Patent PDF Print Page Summary File History
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Inventor     Dahm; Cynthia N. (Palo Alto, CA); Laursen; Andrew L. (San Mateo, CA)
Owner/Assignee     Openwave System Inc. (Redwood City, CA)
Patent assignment
All assignments
Publication Date     October 9, 2001
Application Number     09/184,209
PAIR File History     Application Data   Transaction History
Image File Wrapper   Patent Term   Fees
Litigation
Filing Date     November 2, 1998
US Classification     455/405 379/114.1 455/414.1 455/418 455/566
Int'l Classification     H04Q 007/20 H04M 015/00
Examiner     Nguyen; Lee
Assistant Examiner     Nguyen; Simon
Attorney/Law Firm     Joe, Minsk; Alan D. Zheng;
Address
Parent Case    
Priority Data    
USPTO Field of Search     455/405 455/403 455/406 455/407 455/408 455/412 455/414 455/406 455/407 455/408 455/566 379/114
Patent Tags     online churn reduction loyalty
   
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6038438
Beeson
455/404.2
Mar,2000

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6018726
Tsumura

Jan,2000

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6011837
Malik
379/114.1
Jan,2000

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Johnson
455/405
May,1999

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5885087
Thomas
434/323
Mar,1999

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O'Brien

Nov,1998

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McCausland
379/114.01
Oct,1998

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Rossmann
455/422.1
Sep,1998

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Aycock
705/7
Jun,1998

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Cameron
705/7
Apr,1998

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Cheslog
379/121.02
Aug,1997

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Armstrong
705/10
May,1997

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McGregor
455/418
Apr,1997

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Szlam
379/265.09
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Byers
379/114.02
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Aug,1993

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379/114.1
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Market Size
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 Technical Review Submit all comments and votes
 Claims Submit all comments and votes
 


What is claimed is:

1. A method for automatically messaging subscribers, said method comprising:

monitoring subscriber behavior to acquire and store subscriber behavior information for a plurality of subscribers, each using a mobile device;

predicting a churn likelihood indicator for each of the subscribers based on the subscriber behavior information corresponding thereto;

comparing the churn likelihood indicator with a predetermined threshold to produce a comparison result for each of the subscribers; and

automatically sending an electric message to the mobile device corresponding to a subscriber being one of the subscribers when the subscriber is susceptible to churning based on the comparison result, the electronic message being automatically sent including an offer to a subscriber service opportunity that is being made available to the subscriber, wherein the electronic message is displayable on a display screen of the mobile device direct.

2. A method as recited in claim 1, wherein further comprises:

the electronic message is in a markup language.

3. A method as recited in claim 1, wherein the offer includes a list of selectable items, each identified by a link; and said method further comprises:

receiving a message from the mobile device when one of the selectable items is selected, wherein the message includes the link identifying the one of the selectable items.

4. A method as recited in claim 3, wherein said method further comprises:

providing, according to the link, access to the one of the selectable items selected by the one of the subscribers.

5. A method as recited in claim 1, wherein the subscribers are subscribers to wireless data communication services.

6. A method for automatically messaging subscribers, said method comprising:

receiving a customer service message at a mobile device of a subscriber, the customer service message including a list of selectable service opportunities, and the customer service message being automatically generated and forwarded to the mobile device by a service provider to the mobile device for the subscriber based on a likelihood that the subscriber will churn;

notifying the subscriber of the customer service message;

displaying the list of selectable service opportunities on a display screen of the mobile device when the subscriber responds to the customer service message; and

sending to the service provider a message identifying one of the selectable service opportunities when the one of the selectable service opportunities is accepted by the subscriber.

7. A method as recited in claim 6, wherein the customer service message is in a mark-up language and the link is a URL.

8. A method as recited in claim 6, wherein the subscribers are subscribers to wireless data communication services.

9. A computer readable medium including computer program code for automatically messaging subscribers, said computer readable medium comprising:

computer program code for monitoring subscriber behavior to acquire and store subscriber behavior information for a plurality of subscribers, each using a mobile device;

computer program code for predicting a churn likelihood indicator for each of the subscribers based on the subscriber behavior information corresponding thereto;

computer program code for comparing the churn likelihood indicator with a predetermined threshold to produce a comparison result for each of the subscribers; and

computer program code for automatically sending an electronic message to the mobile device corresponding to one of the subscribers when the subscriber is susceptible to churning based on the comparison result, the electronic message being automatically sent including an offer to a subscriber service opportunity, wherein the electronic message is displayable on a display screen of the mobile device.

10. The computer readable medium as recited in claim 9, wherein the electronic message is in a form of markup language.

11. The computer readable medium as recited in claim 9, wherein the offer includes a list of selectable items, each identified by a link; and the computer readable medium further comprises:

computer program code for receiving a message from the mobile device when one of the selectable items is selected, wherein the message includes the link identifying the one of the selectable items.

12. The computer readable medium as recited in claim 11, the computer readable medium further comprising:

computer program code for providing, based on the link, access to the one of the selectable items selected by the one of the subscribers.

13. The computer readable medium as recited in claim 12, wherein the one of the selectable items is offered to the one of the subscribers in exchange for agreeing to a contract with a longer term.

14. The computer readable medium as recited in claim 9, wherein the electronic message is sent through a Short Message Service (SMS).
 Description Submit all comments and votes
 


BACKGROUND OF THE INVENTION

1. Field of the Invention

The present invention relates to a wireless communication system and, more particularly, to a system for providing appropriate mobile services to subscribers.

2. Description of the Related Art

A successful mobile service provider has to be able to accomplish three tasks: 1) acquire new subscribers, 2) retain existing subscribers and 3) make a profit on the service provided. To this end, a mobile service provider typically develops several service plans and sends informational material on these service plans to retailers and subscribers. Many subscribers will purchase a service plan (from a retailer or directly from the service provider) based on a low base monthly rate and generally not based on their actual usage habits (e.g. number of domestic and international long distance calls). Satisfaction with an ill matched service plan usually lasts until the monthly phone bill comes and then the subscriber questions the suitability of the service plan. The level of dissatisfaction increases with each passing month (or bill) and the customer starts looking for a better deal. Unfortunately, this dissatisfaction is rarely expressed directly to the mobile service provider in any form other than a sudden discontinuation of the service.

One of the most pressing problems facing mobile service providers is churning. Churning refers to the situation where subscribers to mobile services discontinue service with one service provider to sign with another source provider or discontinue their service all together. The churn rate for the wireless industry averages 30% annually and has cost the providers more than 3 billion dollars per in the 1997-98 timeframe. The generally accepted industry average acquisition cost for acquiring new subscribers is $400 and it takes carriers eight to nine months to make back those expenses (the average cellular phone bill was $47.70 in 1996). It is clear, that in terms of value per dollar spent, holding on to existing customers is more efficient than replacing them. Unfortunately, the first indication that mobile service providers get relating to the loss of a valued customer is when the customer calls to cancel service.

The causes of churn include; the opportunity to pay a lower rate, the chance to get something for free (e.g. free voice mail or a rebate), and service dissatisfaction. While it is important to understand the causes of churning, from a business standpoint, understanding which particular customers are most likely to churn is even more important. For example, subscribers with high monthly usage are much more likely to churn than subscribers who use their phones sparingly. Not coincidentally, it is the high usage customer who is the most valuable to the mobile service providers.

Many mobile service providers have established customer retention programs to retain their most valuable paying (MVP) customers. These programs utilize demographic and billing information (e.g. types of calls made (domestic vs. International), usage, type of service (high end vs. low end) and length of time as a customer) to identify those MVP customers most susceptible to churning. Customer service representatives contact these at risk customers and offer them incentives in exchange for their loyalty (e.g. a contract with a longer term). These programs have met with considerable success but they place considerable overhead onto the mobile service providers.

Access to the subscribers is another problem associated with these customer retention programs. Customers are reluctant to listen to unsolicited calls from customer service representatives and quite often customer contact is lost before the representatives can get their message across. The success of these programs is dependent on the ability to keep the customer's attention long enough to get the message across.

There is, therefore, a need for a method and system which will allow mobile service providers to gain access to their at risk MVP customers and reduce their susceptibility to churning.

SUMMARY OF THE INVENTION

The present invention has been made in consideration of the above described problems and needs and has particular application to a system which allows mobile service providers to identify and retain at risk subscribers using two-way interactive communication devices capable of communicating with a server device over a wireless data network.

The present invention provides subscriber loyalty and retention techniques. These techniques allows mobile subscribers who have been identified as being likely candidates for churning, to efficiently, visually and interactively, review an offer for a mobile service plan better meeting the subscriber's needs. The subscriber can review and execute the offer using the display and interface of a mobile device. These techniques are suitable for mobile devices with small screens and limited keypad communication.

According to one aspect of the present invention, the present invention discloses a method and system for making incentive offers to retain identified subscribers who may fit a profile of a subscriber susceptible to churning by a competing service provider. Susceptible subscribers are identified when their billing records and/or demographic information match a predetermined profile. For example, when a subscriber's billing records indicates that 100 hours of air time has been used in less than a year then that subscriber could be designated as being at risk for churning. The at risk subscriber is identified and then flagged for preemptive action (e.g. offering the subscriber a better deal before a competitor probably does).

Once a subscriber has been identified as being at risk for churning, a Loyalty Service Server application generates a customized message to the subscriber's mobile device that offers incentives in exchange for agreeing to a contract with a longer term. This notification would appear as a customer service message from the Service Provider and is placed in the mobile device's inbox which can be accessed by the subscriber at any time from anywhere. Thereafter, when the customer service message is selected, it executes an underlying Uniform Resource Identifier (URI) that takes the subscriber to an on-line customer service application (i.e. a Loyalty Service Server application running on a customer service server). This application provides the subscriber with information relating to the terms and benefits of the service provider's offer. Additionally, this system provides a means for the customer to complete the application on-line.

According to another aspect of the present invention, the entire offer and acceptance process (for the new subscriber service plan) is conducted on-line with the subscriber using the input interface of a mobile device to interact with the server hosting the offer. Upon completion of the interaction, the subscriber's service can also be provisioned almost immediately based on the subscriber's acceptance of the offer for a new subscriber service plan.

According to still another aspect of the present invention, the offer for a new subscriber service plan can be electronically sent (e.g. facsimile or email) or mailed to a designated address (i.e., phone number, email address, home address) at the request of the subscriber.

BRIEF DESCRIPTION OF THE DRAWINGS

The present invention will be readily understood by the following detailed description in conjunction with the accompanying drawings, wherein like reference numerals designate like structural elements, and in which:

FIG. 1 illustrates a schematic configuration in which the present invention may be practiced;

FIGS. 2A and 2B illustrate functional block diagrams of a customer service server, a proxy server and a mobile device according to an embodiment of the present invention;

FIG. 3 depicts an account structure used in the description of the present invention;

FIG. 4 depicts a system in which a service request for information relating to customer service offers can be practiced according to an embodiment of the present invention;

FIG. 5A is a flow diagram of churn reduction processing according to an embodiment of the invention;

FIG. 5B is a flow diagram of customer service retention processing according to an embodiment of the invention;

FIGS. 6A to 6L demonstrate an exemplary mobile subscriber visual interface by illustrating a sequence of screen displays according to an embodiment of the present invention; and

FIGS. 7A and 7B illustrate a process flowchart of the present invention according to one embodiment.

DETAILED DESCRIPTION OF THE INVENTION

In the following detailed description of the present invention, numerous specific details are set forth in order to provide a thorough understanding of the present invention. However, it will become obvious to those skilled in the art that the present invention may be practiced without these specific details. In other instances, well known methods, procedures, components, and circuitry have not been described in detail to avoid unnecessarily obscuring aspects of the present invention.

The detailed description of the present invention in the following are presented largely in terms of procedures, steps, logic blocks, processing, and other symbolic representations that resemble of data processing devices coupled to networks. These process descriptions and representations are the means used by those experienced or skilled in the art to most effectively convey the substance of their work to others skilled in the art.

The present invention is a method and system which allows mobile service providers to identify subscribers (particularly those subscribers who are considered to be their most valuable paying (MVP) customers) who may be at risk to churning, and once identified, present those identified with an opportunity to review and execute an upgraded service plan better suited to their needs.

The present invention is well suited for two-way interactive devices that are used with a wireless data network. The two-way interactive communication devices, referred to as mobile or client devices, include but are not limited to personal digital assistant (PDA) like portable devices, cellular phones, or wireless capable remote controllers. Often the two-way interactive communication devices have much less computing resources than a desktop computer or laptop computer does, and such mobile devices tend to have a small display screen and a phone keypad for a user to interact with the server device to access mobile subscriber services.

The method along with the system to be described in detail below is a self-consistent sequence of processes or operations leading to a desired result. These processes or operations are those requiring physical manipulations of physical quantities. Usually, though not necessarily, these quantities may take the form of electrical signals capable of being stored, transferred, combined, compared, displayed and otherwise manipulated in a computer system or electronic computing devices. It proves convenient at times, principally for reasons of common usage, to refer to these signals as bits, values, elements, symbols, operations, messages, terms, numbers, or the like. It should be borne in mind that all of these similar terms are to be associated with the appropriate physical quantities and are merely convenient labels applied to these quantities. Unless specifically stated otherwise as apparent from the following description, it is appreciated that throughout the present invention, discussions utilizing terms such as "processing" or "computing" or "verifying" or "displaying" or the like, refer to the actions and processes of a computing device that manipulates and transforms data represented as physical quantities within the computing device's registers and memories into other data similarly represented as physical quantities within the computing device or other electronic devices.

FIG. 1 illustrates a schematic configuration in of a data communication system which the present invention may be practiced. Landnet 100 is a landline network that may be the Internet, an intranet or a data network of other private networks. Coupled to landnet 100 are a personal computer (PC) 110 and a customer service server 104. Personal computer 110 may be a desktop computer (e.g., an IBM compatible computer) and run a HyperText Markup Language (HTML) browser(e.g., Netscape Navigator from Netscape Communications Corporation) via landnet 100 using HyperText Transfer Protocol (HTTP) to access information stored in customer service server 104 (e.g., a workstation from SUN Microsystems Inc. The information stored in customer service server 104 may be hypermedia information or mobile data including user account information and customer profiles for all user accounts serviced by a carrier. Additionally, customer service server 104 may contain applications, which may allow the generation of customized customer offer messages or letters and process on-line applications for extended or additional subscriber services.

FIG. 1 also illustrates a private network 120 including a computer 124 and a server 122. The private network 120 is protected by a firewall 121 protecting resources of the private network 120 from users on other networks. Private network 120 is typically used in a corporate configuration in which secure information (e.g. billing records) is kept in server 122 and accessible only by computing devices, such as computer 124, on the private network 120. Server 122 may operate as a source of the information stored in customer service server 104. Optionally, although not shown, customer service server 104 may also be protected by a firewall.

Serviced by airnet 102 are a plurality of two-way wireless interactive communication devices, referred to as mobile devices herein, though only one representation 106 is shown in the FIG. 1. Mobile device 106 is one of those two-way interactive communication devices and is capable of communicating, via airnet 102, wirelessly with antenna 108. The airnet 102 represents a wireless carrier infrastructure that generally comprises a base station and an operations and maintenance center. The base station controls radio or telecommunication links with the mobile devices. The operations and maintenance center comprises a mobile switching center performing the switching of calls between the mobile devices and other fixed or mobile network users. Further the operations and maintenance center manages mobile services, such as authentication and oversees the proper operation and setup of the wireless network as well.

Between landnet 100 and airnet 102 there is a server device that operates as a proxy server 114 (also referred to as link server, wireless data server or network gateway server). The proxy server 114 may be a workstation or a personal computer. Proxy server 114 couples airnet 102 to landnet 100. Typically, the communication protocol in airnet 102 is different from that in landnet 100. Hence, one of the functions proxy server 114 performs is to map or translate from one communication protocol to another, thereby enabling mobile device 106 coupled to airnet 102 can communicate with any of the devices coupled to landnet 100 via proxy server 114.

According to one embodiment, the communication protocol in landnet 100 is the well known HyperText Transfer Protocol (HTTP) or HTTPS, a secure version of HTTP, and runs on TCP (Transmission Control Protocol) and, for example, controls the connection of the HTML web browser in PC 110, to customer service server 104, and the exchange of information therebetween. The communication protocol between mobile device 106 and proxy server 114 via airnet 102 is Handheld Device Transport Protocol (HDTP) (formerly known as Secure Uplink Gateway Protocol (SUGP)), which preferably runs on User Datagram Protocol (UDP) and controls the connection of an HDML web browser in mobile device 106, to proxy server 114, where HDML stands for Handheld Device Markup Language. HDML, similar to that of HTML, is a markup language (or tag based document language) and comprises a set of commands or statements specified in a card that specifies how information displayed on a small screen 116 of the mobile device 106. Normally a number of cards are grouped into a deck that is the smallest unit of HDML information that can be exchanged between the mobile device 106 and proxy server 114. The specifications of HDTP, entitled "HDTP Specification" and HDML, entitled "HDML 2.0 Language Reference" are enclosed and incorporated herein by reference in their entirety. These are presented for purposes of illustration and not limitation. One skilled in the art will appreciate that the present invention can be practiced using other communications protocols (e.g. Wireless Session Protocol (WSP)) and markup languages (e.g. Hypertext Markup Language (HTML), Compact Hypertext Markup Language (cHTML), Extensible Markup Language (XML) and Wireless Markup Language (WML)).

It should be noted that HDTP is a session-level protocol that resembles HTTP but without incurring the overhead thereof and is highly optimized for use in thin devices, such as the mobile devices, that have significantly less computing power and memory than that in a desktop personal computer. Further it is understood to those skilled in the art that the UDP does not require a connection to be established between a client and a server before information can be exchanged, which eliminates the need of exchanging a large number of packets during a session creation between a client and a server. Exchanging a very small number of packets during a transaction is one of the desired features for a mobile device with very limited computing power and memory to effectively interact with a landline device.

Although the data communication system 100 was described above as including a proxy server, it should be understood that the data communication system 100 shown in FIG. 1 does not need to include the proxy server 114 as its operations can be performed by any remote server, such as the customer service server 104. The use of the proxy server 114 does provide for efficient mapping or translation between protocols. The data communication system also does not need to use HDML or UDP protocols.

According to one embodiment, mobile phone 106 comprises a display screen 116 and a keypad 118, which allows a user thereof to communicate interactively with mobile device 106. Phone keypad 118 comprises, preferably, a typical phone keypad and a pair of generic buttons and at least a pair of upward and downward arrow buttons. The typical phone keypad, as commonly seen, comprises twelve buttons. Of the twelve buttons, ten buttons are consecutively numbered, each for one of the numerals 0 to 9, respectively, one button is for "*" sign and the other button is for "#" sign. The generic and the arrow buttons provide convenient and efficient means for a user to interact with mobile device 106. Further it is to be understood by those of ordinary skill in the art that the present invention may be practiced using other input interfaces such as touch screens with icons or displayed soft keys.

The mobile device 106 includes a working memory (e.g., ROM and RAM) not shown, in mobile device 106 Compiled and linked processes of the present invention are typically stored in the working memory as a client module that causes mobile device 106 to operate with proxy server 114. Upon activation of a predetermined key sequence utilizing keypad 118, for example, a microcontroller in mobile device 106 initiates a communication session request to proxy server 114 using the client module in the working memory. Upon establishing the communication session, mobile device 106 typically receives a single HDML deck from proxy server 114 and stores the deck as cached in the working memory. As described above, an HDML deck comprises one or more cards and each card includes the information required to generate a screen display on display screen 116. The number of cards in a card deck is selected to facilitate efficient use of the resources in mobile device 106 and in airnet network 102.

As used herein, a display screen is the physical display apparatus in a device, such as a 4-line by 20-character LCD screen. A screen display is the image presented on the display screen such that a screen display can be displayed on a display screen. Further it is understood that a display screen having display lines is only for illustrative purpose and many display screens in reality are graphics-based and do not necessarily have distinct display lines and it will be appreciated that the principles of this invention are equally applied thereto.

Referring now to FIGS. 2A and 2B, there are shown functional block diagrams of proxy server 200, customer service server 220 and mobile device 250 according to an embodiment of the present invention. Proxy server 200, that may represent proxy server 114 of FIG. 1, is typically a server computer, and mobile device 250 may, for example, correspond to mobile phone 106 of FIG. 1. To avoid obscuring the principle aspects of the present invention, well known methods, procedures, components and circuitry in proxy server 200, customer service server 220 and mobile device 250 are not described in detail. Further, it is understood to those skilled in the art that a server device used herein, which may perform as proxy server 200 or web servers (including customer service server 220), means a piece of hardware equipment that comprises one or more microprocessors, working memory, buses and necessary interfaces and other components while a server module therein means compiled and linked that perform designated functions through the parts and components in the server device. The same distinction is equally applicable to mobile device 106, referred to, for example, as a client device, and the client module as stated above.

Proxy server 200 comprises a landnet communication protocol (LCP) interface 202 that couples to landnet 240, a wireless communication protocol (WCP) interface 206 that couples to a wireless network 245 via a carrier's infrastructure. LCP interface 202 implements a communication protocol operating in landnet 240. If landnet 240 operates HTTP/TCP, LCP interface 202 is typically an HTTP/TCP interface. Similarly, wireless network 250 may operate a wireless communication protocol suitable for the characteristics of a wireless network. For example, if the wireless network operates HDTP/UDP, WCP interface 206 is typically an HDTP/UDP interface. Examples of the wireless communication protocols may include, but be not limited to, wireless session protocol (reference to www.wapforum.org), HTTP or modified HTTP specific for wireless networks. Examples of the wireless network may include Cellular Digital Packet Data (CDPD), Global System for Mobile Communications (GSM), Code Division Multiple Access (CDMA) and Time Division Multiple Access (TDMA) to name a few.

Proxy server module 210 performs traditional server processing as well as protocol conversion processing from one communication protocol to another communication protocol if the communication protocols in landnet 240 and wireless network 245 are different. According to the present embodiment, the protocol conversion processing, sometimes implemented in a separate module referred to as a mapper herein, includes protocol conversion between HTTP/TCP and HDTP/UDP,.

Working with server module 210, account manager 212 manages a plurality of user accounts for all the mobile devices serviced by proxy server 200. It is understood that the user accounts may be stored in another network server coupled to landnet 240. In other words, the user accounts can be kept in a database that is physically placed in any computing device coupled to landnet 240 and can be collected or fetched therefrom. Each of user accounts is associated with one of the mobile devices. Typically a mobile device is assigned an identifier or device ID. Device ID can be a phone number of the device or a combination of an IP address and a port number, for example: 204.163.165.132:01905 where 204.163.165.132 is the IP address and 01905 is the port number. The device ID is further associated with a subscriber ID created and authorized by a carrier as part of the procedures to activate a user account for mobile device 250. The subscriber ID may take the form of, for example, 861234567-10900_pn.mobile.att.net by AT&T Wireless Service, it is nevertheless a unique identification to mobile device 250. In other words, each of mobile devices serviced by proxy server 200 has a unique device ID that corresponds to a respective user account in proxy server 200. The following description is focused on mobile device 250 and its associated account, it shall be appreciated by those skilled in the art that the description is equally applied to all mobile devices in communication with proxy server 200.

Subscribers or user accounts, indexed by each respective device ID, may be represented by a data structure 300 as shown in FIG. 3. Each record in data structure 300 comprises information about a subscriber, such as device ID 302, subscriber ID 304 and user information 306 for the account indexed by 93845823. User information 306 may include the account configuration information, for example, device ID 302 is a mobile phone that is pre-configured for a GSM network and, probably, may be provided with an option to switch to a CDPD network if necessary. Further user information 306 may include pointers or linkages to other account related information, such as account index information 308 and further detailed account information 310 such as usage information, peak minutes, and recent call history. Account index information 308 along with all detailed information like account information 310 can be physically located together with data structure 300 or separately in one or more devices coupled to landnet 240 of FIG. 2A. When a request is made from mobile device 250 to retrieve specific information in a server on landnet 240 or a notification received to be delivered to mobile device 250, either the device ID or the subscriber ID 304 thereof must be included for authentication.

Returning to FIGS. 2A and 2B, customer service server 220 is a server device performing customer service related applications and comprises a provisioning interface 222, a storage device 224, loyalty server module 226 and memory 228. Provisioning interface 222 provides access by a provision entity 280 to customer service server 220. In one embodiment, provision entity 280 is a server, corresponding to private server 122 of FIG. 1, within a carrier's private network and stores source information regarding all customer retention programs. The source information is securely forwarded to customer service server 220 that subsequently generates customized offers to respective su