USING MASKING PROPERTIES FOR MANAGEMENT OF A DYNAMIC IDENTITY TEMPLATE AS A PART OF A MARKETING AND SALES PROGRAM FOR UNIVERSAL LIFE STAGE DECISION SUPPORT

摘要

Methods and systems for using masking properties for management of a dynamic identity template as a part of a marketing and sales program for universal life stage decision support. While masking private data, a user-defined template can be shared (pushed) to other networks, and template fields can be dynamically populated (pulled) from other networks; thus a template can grow in extensible dimensions, as well as become automatically updated. Also disclosed are techniques for be-friending based on identity template field matching, and for matching user's needs to service providers by collecting user input in profiles, creating multi-axis match objects from the profiles, and applying heuristics to create scored matches between profiles. Techniques include defining extensible profile fields, launching automated agents, and recording reported action. Users may create and manage permissions to permit other users or third party agents to populate both private and shared information in a user-defined identity profile.