Method and system for providing identity template management as a part of a marketing and sales program for universal life stage decision support

摘要

A method for dynamic identity template management as a part of a marketing and sales program for universal life stage decision support. 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 for dynamic management of the identity profiles include defining extensible profile fields, launching automated agents corresponding to the extensible fields, and recording reported action from the automated agents. Users may create and manage permissions to permit other users or third party agents to populate information in a user-defined identity profile.