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US5765142A Expired / Lapsed US ⏱️ 0.0 years remaining

Method and apparatus for the development and implementation of an interactive customer service system that is dynamically responsive to change in marketing decisions and environments

Assignee: PNC Bank NA
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Filing: 1995-06-07
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Granted: 1998-06-09
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Expires: 2015-06-07
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Abstract

Abstract A customer service system interface development tool is disclosed for use by an interface designer in creating an interface for customer interaction. The interface created by the development tool may be incorporated into a customer service system for presenting products or services to a customer for the customer to make a product or service selection if the customer so desires from the products or services presented as a result of the customer's interaction with the interface. The interface tool includes modules for specifying global parameters relating products or services to be presented to the customer through the interface and developing a profile of the customer service system environment in which the interface is to operate. An additional module aids the interface designer in planning a presentation by associating a set of presentation data with the products or services available for presentation to the customer. Optional modules includes modules for planning products for production at the same location as the customer service system embodying the interface. An example of use of the interface development tool in the greeting card environment is also disclosed.

Inventors

  • 👤 Scott K. Allred
  • 👤 Mike D. Helton
  • 👤 H. Matthew Russell
  • 👤 William S. Stokes

Bibliographic Details

Application Number —
Jurisdiction US
Data Source google_patents
Last Synchronized 2026-10-27 22:49
CPC Classifications
G; G06; G06Q; G06Q30/00; G06Q30/02; G06Q20/00; G06Q20/08; G06Q20/20; G06Q30/06; G06Q30/0601; G06Q30/0641; G07; G07F; G07F17/00; G07F17/26

Claims Analysis

Total Claims: 18
Claim 1
Independent Claim 379 words
A computer-implemented interface development tool for use by an interface designer in creating an interface for customer interaction, wherein such interface is to be incorporated into a customer service system for presenting products or services to a customer for the customer to make a product or service selection if the customer so desires from the products or services presented as a result of the customer's interaction with the interface, such interface development tool comprising: a global elements maintainer for enabling the interface designer to specify and maintain global elements associated with the products or services to be presented to the customer and for storing the global elements specified and maintained by the global elements maintainer in a global elements storage area; a profile maintainer for developing a profile of the customer service system environment in which the interface is to operate and for storing the profile so developed in a profile storage area, wherein such profile maintainer under the direction of the interface designer interacts with the global elements storage area to select a set of profile elements from the global elements and further wherein the profile includes the set of profile elements so selected; a presentation planner for associating a set of presentation data with the products or services available for presentation to the customer and for storing the set of presentation data in a presentation data storage area, wherein the set of presentation data includes a subset of data that are selected from the global elements; and an interface developer for developing the interface, the interface comprising a set of one or more presentation frames operating in accordance with the profile associated with the customer service system environment within which the interface is designed to operate and in conjunction with one or more controls associated with the set of one or more presentation frames, such that when the interface is implemented on the customer service system, activation of one or more of the controls or a particular presentation frame will result in an event, wherein such event may include the activation of another control or presentation frame or display to the customer of presentation data, and wherein at least one control may dynamically change in response to the profile or in response to interaction with the customer.
Claim 2
Dependent Claim 379 words
A computer-implemented interface development tool for use by an interface designer in creating an interface for customer interaction, wherein such interface is to be incorporated into a customer service system for presenting products or services to a customer for the customer to make a product or service selection if the customer so desires from the products or services presented as a result of the customer's interaction with the interface, such interface development tool comprising: a global elements maintainer for enabling the interface designer to specify and maintain global elements associated with the products or services to be presented to the customer and for storing the global elements specified and maintained by the global elements maintainer in a global elements storage area; a profile maintainer for developing a profile of the customer service system environment in which the interface is to operate and for storing the profile so developed in a profile storage area, wherein such profile maintainer under the direction of the interface designer interacts with the global elements storage area to select a set of profile elements from the global elements and further wherein the profile includes the set of profile elements so selected; a presentation planner for associating a set of presentation data with the products or services available for presentation to the customer and for storing the set of presentation data in a presentation data storage area, wherein the set of presentation data includes a subset of data that are selected from the global elements; and an interface developer for developing the interface, the interface comprising a set of one or more presentation frames operating in accordance with the profile associated with the customer service system environment within which the interface is designed to operate and in conjunction with one or more controls associated with the set of one or more presentation frames, such that when the interface is implemented on the customer service system, activation of one or more of the controls or a particular presentation frame will result in an event, wherein such event may include the activation of another control or presentation frame or display to the customer of presentation data, and wherein at least one control may dynamically change in response to the profile or in response to interaction with the customer.
Claim 3
Dependent Claim 21 words
The computer implemented interface development tool according to claim 1, wherein the customer service system is a point-of-sale or point-of-preview kiosk.
Claim 4
Dependent Claim 20 words
The computer implemented interface development tool according to claim 1, wherein the customer service system is an in-home interactive system.
Claim 5
Dependent Claim 54 words
The computer implemented interface development tool according to claim 1, wherein the presentation planner further comprises a production planner for enabling production of customer products in accordance with results from a customer's interaction with the interface and at a location proximate to the customer service system within which the interface is to be incorporated.
Claim 6
Dependent Claim 17 words
The computer implemented interface development tool according to claim 4, wherein the customer products include greeting cards.
Claim 7
Dependent Claim 16 words
The computer implemented interface development tool according to claim 5, wherein the customer products include posters.
Claim 8
Dependent Claim 19 words
The computer implemented system interface development tool according to claim 6, wherein the customer products include social occasion announcements.
Claim 9
Dependent Claim 35 words
The computer implemented interface development tool according to claim 1, wherein the customer service environment includes a touch screen upon which the interface is displayed and through which a customer indicates product or service preferences.
Claim 10
Dependent Claim 39 words
The computer implemented interface development tool according to claim 8, wherein at least one control is a button located on the touch screen that when depressed by a customer will dynamically change the interface from one language to another.
Claim 11
Dependent Claim 41 words
The computer implemented interface development tool according to claim 9, wherein at least one control is a button located on the touch screen that when depressed by a customer results in a change in a presentation of the products or services.
Claim 12
Dependent Claim 33 words
The computer implemented system interface development tool according to claim 10, wherein the change in the presentation reflects an interaction of information conveyed by the customer through the touch screen with the profile.
Claim 13
Dependent Claim 246 words
A computer-implemented process for creating an interface for customer interaction, wherein such interface is to be incorporated into a customer service system for presenting products or services to a customer for the customer to make a product or service selection if the customer so desires from the products or services presented as a result of the customer's interaction with the interface, such process comprising the steps of: specifying and maintaining global elements associated with the products or services to be presented to the customer; storing the global elements in a global elements storage area; developing a profile of the customer service system environment in which the interface is to operate; storing the profile so developed in a profile storage area; associating a set of presentation data with the products or services available for presentation to the customer; storing the set of presentation data in a presentation data storage area; and developing an interface comprising a set of one or more presentation frames having one or more controls operating in accordance with the profile such that when the interface is implemented on the customer service system, activation of one or more of the controls or a particular presentation frame will result in an event, wherein such event may include the activation of another control or presentation frame or display to the customer of presentation data, and wherein at least one control may dynamically change in response to the profile or in response to interaction with the customer.
Claim 14
Dependent Claim 246 words
A computer-implemented process for creating an interface for customer interaction, wherein such interface is to be incorporated into a customer service system for presenting products or services to a customer for the customer to make a product or service selection if the customer so desires from the products or services presented as a result of the customer's interaction with the interface, such process comprising the steps of: specifying and maintaining global elements associated with the products or services to be presented to the customer; storing the global elements in a global elements storage area; developing a profile of the customer service system environment in which the interface is to operate; storing the profile so developed in a profile storage area; associating a set of presentation data with the products or services available for presentation to the customer; storing the set of presentation data in a presentation data storage area; and developing an interface comprising a set of one or more presentation frames having one or more controls operating in accordance with the profile such that when the interface is implemented on the customer service system, activation of one or more of the controls or a particular presentation frame will result in an event, wherein such event may include the activation of another control or presentation frame or display to the customer of presentation data, and wherein at least one control may dynamically change in response to the profile or in response to interaction with the customer.
Claim 15
Dependent Claim 25 words
An interface produced by the process according to claim 12, wherein the products or services comprises products and services relating to the greeting card industry.
Claim 16
Dependent Claim 25 words
An interface produced by the process according to claim 12, wherein the interface is designed to be incorporated as part of a customer service kiosk.
Claim 17
Dependent Claim 177 words
A computer-implemented customer service system for enabling a customer to select a product or service for preview or purchase, the customer service system comprising: a memory for storing product data and system profile data; a processor for configuring the customer service system in accordance with the system profile data; an interface for developing an interface comprising a set of one or more presentation frames having one or more controls operating in accordance with the profile such that when the interface is implemented on the customer service system, activation of one or more of the controls or a particular presentation frame will result in an event, wherein such event may include the activation of another control or presentation frame or display to the customer of presentation data, and wherein at least one control may dynamically change in response to the profile or in response to interaction with the customer; a display for presenting the interface; and an input device for allowing a customer to generate customer inputs, where appropriate, to at least one control displayed within the interface.
Claim 18
Dependent Claim 177 words
A computer-implemented customer service system for enabling a customer to select a product or service for preview or purchase, the customer service system comprising: a memory for storing product data and system profile data; a processor for configuring the customer service system in accordance with the system profile data; an interface for developing an interface comprising a set of one or more presentation frames having one or more controls operating in accordance with the profile such that when the interface is implemented on the customer service system, activation of one or more of the controls or a particular presentation frame will result in an event, wherein such event may include the activation of another control or presentation frame or display to the customer of presentation data, and wherein at least one control may dynamically change in response to the profile or in response to interaction with the customer; a display for presenting the interface; and an input device for allowing a customer to generate customer inputs, where appropriate, to at least one control displayed within the interface.

USPTO Annuity & Maintenance Windows

Annuity Stage Window Opens Payment Deadline Surcharge Period Until Estimated Fee Status
3.5 Years (Year 4) 2001-06-08 2001-12-08 2002-06-09 $2000.00 Window Closed / Lapsed
7.5 Years (Year 8) 2005-06-08 2005-12-08 2006-06-09 $3760.00 Window Closed / Lapsed
11.5 Years (Year 12) 2009-06-08 2009-12-08 2010-06-09 $7700.00 Window Closed / Lapsed

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