发明授权
- 专利标题: Method and apparatus for processing sales transaction data
- 专利标题(中): 处理销售交易数据的方法和装置
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申请号: US09810012申请日: 2001-03-15
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公开(公告)号: US07958024B2公开(公告)日: 2011-06-07
- 发明人: David Chao , Brian Blount , Joshua Toub , Shari Gharavy , Cheng Zhou , Charles Erickson
- 申请人: David Chao , Brian Blount , Joshua Toub , Shari Gharavy , Cheng Zhou , Charles Erickson
- 申请人地址: US TX Austin
- 专利权人: Versata Development Group, Inc.
- 当前专利权人: Versata Development Group, Inc.
- 当前专利权人地址: US TX Austin
- 代理机构: Hamilton & Terrille, LLP
- 代理商 Kent B. Chambers
- 主分类号: G06Q40/00
- IPC分类号: G06Q40/00
摘要:
A system provides a way to manage agreements that institutions such as financial services companies have with distributors who sell their products. Each distributor has a plurality of sales representatives that earn commissions for selling such products. The commissions earned and any other constraints imposed on the sales representatives may be defined within a selling agreement. The system can generate each selling agreement utilizing a set of components representative of the type of agreement formed between the institutions and the distributor. The components of each selling agreement contain an associated rule set that enables a configuration engine to generate an appropriate document. The system also contains a set of regulatory conditions for each sale made by the sales representatives. The system may be utilized to process sales transaction data to ensure that selling agreement terms are followed and that regulations for each sale are satisfied.
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