US6604113B1
Expired / Lapsed
US
⏱️ 0.0 years remaining
Method and apparatus for providing account information
Assignee: Qwest Communications International Inc
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Filing: 2000-04-14
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Granted: 2003-08-05
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Expires: 2020-04-14
Abstract
Abstract A system provides for the automatic generation of information portfolios for a selected entity. A corporate data warehouse may include information about particular customers in various data tables. This information may be advantageous to sales representatives for presenting to customers and identifying those accounts for a customer which may benefit from additional services or equipment. The system described herein performs a periodic automatic search of the corporate data warehouse and extracts selected information for a particular customer and combines this information into a single portfolio which is organized in a predetermined format. This portfolio may be stored on a local network server with which a system user may establish a connection in order to download said portfolio. This portfolio may be organized in such a fashion that thousands of different entities for a particular organization may be identified and the information is easily accessed and viewed.
Inventors
- 👤 Jeffrey D. Kenyon
- 👤 Peter L. Briggs
- 👤 Linda M. Kunzweiler
- 👤 Jonathan S. Simon
Bibliographic Details
Application Number
—
Jurisdiction
US
Data Source
google_patents
Last Synchronized
2026-11-09 18:42
CPC Classifications
G; G06; G06Q; G06Q40/00; G06Q40/06; G06Q30/00; G06Q30/02; Y; Y10; Y10S; Y10S707/00; Y10S707/99931; Y10S707/99939
Claims Analysis
Total Claims: 13
Claim 1
Independent Claim
227 words
A system for providing customized account information to remotely located parties comprising: a first database which contains data which includes account information; a second database which includes account information relating to particular accounts, wherein the account information is employable to access data in the first database and to restrict access to the customized account information for each of the particular accounts; a rules repository within which are stored a plurality of aggregation rules and a plurality of opportunity rules; a scheduler configured to periodically schedule generation of a plurality portfolios which include account information; a portfolio generator configured to automatically perform a search of the first and second databases to generate the plurality of portfolios in a periodic fashion according to a schedule provided by the scheduler, where the portfolio includes compiled portions of the account information for each account, and the plurality of aggregation rules are further employed by the portfolio generator to identify selected data objects in the account information; the portfolio generator being further configured to determine if any of the selected data objects fall within one of more of the plurality of opportunity rules and identifying opportunity data objects, the portfolio generator being further configured and to store the portfolios in a location accessible over a data network; and an external interface employable to access and download the portfolios over a data network.
Claim 2
Independent Claim
227 words
A system for providing customized account information to remotely located parties comprising: a first database which contains data which includes account information; a second database which includes account information relating to particular accounts, wherein the account information is employable to access data in the first database and to restrict access to the customized account information for each of the particular accounts; a rules repository within which are stored a plurality of aggregation rules and a plurality of opportunity rules; a scheduler configured to periodically schedule generation of a plurality portfolios which include account information; a portfolio generator configured to automatically perform a search of the first and second databases to generate the plurality of portfolios in a periodic fashion according to a schedule provided by the scheduler, where the portfolio includes compiled portions of the account information for each account, and the plurality of aggregation rules are further employed by the portfolio generator to identify selected data objects in the account information; the portfolio generator being further configured to determine if any of the selected data objects fall within one of more of the plurality of opportunity rules and identifying opportunity data objects, the portfolio generator being further configured and to store the portfolios in a location accessible over a data network; and an external interface employable to access and download the portfolios over a data network.
Claim 3
Dependent Claim
12 words
The system of claim 1 wherein the data network is the Internet.
Claim 4
Dependent Claim
15 words
The system of claim 2 wherein the portfolio generator is configured on a network server.
Claim 5
Dependent Claim
13 words
The system of claim 1 wherein the account information relates to telecommunications services.
Claim 6
Dependent Claim
27 words
The system of claim 4 wherein the first database is a corporate database which includes specific account information for customers in a plurality of different data tables.
Claim 7
Dependent Claim
36 words
The system of claim 5 wherein the second database includes at least one of: accounts which are to be profiled, users which have access to the accounts, and account modules to which particular user have access.
Claim 8
Dependent Claim
24 words
The system of claim 5 wherein the portfolio generator compiles information received from the corporate database in a hierarchical structure according to predetermined format.
Claim 9
Dependent Claim
11 words
The system of claim 7 wherein the predetermined format is geographical.
Claim 10
Dependent Claim
19 words
The system of claim 1 wherein the portfolios generated are downloadable through the external interface to a local database.
Claim 11
Dependent Claim
31 words
The system of claim 9 wherein the information is presentable on a personal computer with a web browser where the information is presented in a screen display in a hierarchical structure.
Claim 12
Dependent Claim
25 words
The system of claim 10 wherein the hierarchical structure is a node based structure through which a plurality of levels of information may be viewed.
Claim 13
Dependent Claim
35 words
The system of claim 1 wherein the portfolios are presentable as a hyperbolic tree, and the data objects are configured in multiple HTML documents, all of which are viewable through use of a web browser.
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USPTO Annuity & Maintenance Windows
| Annuity Stage | Window Opens | Payment Deadline | Surcharge Period Until | Estimated Fee | Status |
|---|---|---|---|---|---|
| 3.5 Years (Year 4) | 2006-08-04 | 2007-02-03 | 2007-08-05 | $2000.00 | Window Closed / Lapsed |
| 7.5 Years (Year 8) | 2010-08-04 | 2011-02-03 | 2011-08-05 | $3760.00 | Window Closed / Lapsed |
| 11.5 Years (Year 12) | 2014-08-04 | 2015-02-03 | 2015-08-05 | $7700.00 | Window Closed / Lapsed |