公开(公告)号：US06564260B1

公开(公告)日：2003-05-13

申请号：US09697748

申请日：2000-10-26

申请人： Stephen C. Baber ,  Brian Blount ,  Kathryn Heninger Britton ,  David Louis Kaminsky ,  Ann Marie O'Meara

发明人： Stephen C. Baber ,  Brian Blount ,  Kathryn Heninger Britton ,  David Louis Kaminsky ,  Ann Marie O'Meara

IPC分类号： G06F15173

CPC分类号： G06F17/3089

摘要： Systems, methods and computer program products allow intranet administrators to assign, generate and deliver content to users of an intranet. Intranet users are defined and assigned to various defined user groups. Units of content available to users of an intranet are also defined and assigned to various defined content groups. The defined content groups are then associated with the defined user groups such that each of the defined user groups has at least one of the defined units of content associated therewith. A content page creation profile is provided for each defined user and is configured to control how content is displayed within a user's customized content page. Through identified relationships of user groups and content groups, the units of content assigned to a user can be determined and a content page containing the assigned units of content can be created and delivered to a user.

公开(公告)号：US10475117B2

公开(公告)日：2019-11-12

申请号：US13114379

申请日：2011-05-24

申请人： David Chao ,  Brian Blount ,  Joshua Toub ,  Shari Gharavy ,  Cheng Zhou ,  Charles Erickson

发明人： David Chao ,  Brian Blount ,  Joshua Toub ,  Shari Gharavy ,  Cheng Zhou ,  Charles Erickson

IPC分类号： G06Q40/00 ,  G06Q40/02 ,  G06Q20/10

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.

公开(公告)号：US09076127B2

公开(公告)日：2015-07-07

申请号：US13020605

申请日：2011-02-03

申请人： David Chao ,  Brian Blount ,  Charles Erickson ,  Shari Gharavy ,  Cheng Zhou ,  Joshua Toub

发明人： David Chao ,  Brian Blount ,  Charles Erickson ,  Shari Gharavy ,  Cheng Zhou ,  Joshua Toub

IPC分类号： G06Q20/10 ,  G06Q10/10 ,  G06Q10/06 ,  G06Q30/06 ,  G06Q40/00 ,  G06Q40/08

CPC分类号： G06Q30/0214 ,  G06Q10/0633 ,  G06Q10/06375 ,  G06Q10/10 ,  G06Q20/10 ,  G06Q30/018 ,  G06Q30/0601 ,  G06Q40/00 ,  G06Q40/08 ,  Y10S707/945

摘要： An embodiment of the invention provides a system that enables financial services companies to manage and track information about a sales force. The system includes components for managing distributors information, for validating and tracking licenses and credentials, for creating customized contracts, and for maintaining compensation structures. The system allows for configuring compensations, providing financial services companies a toolkit for creating and modeling their complex commission schedules used to compensate their sales force. The system also provides modeling tools for agreements and contracts between a financial services company or provider and the distributors who sell products. The system has a multi-component architecture comprising multiple modules, multiple data processing engines, a backbone and multiple data sources. The processing modules carry out information processing using one or more data processing engines. The data processing provides the tools to fetch data from the databases and process it.

公开(公告)号：US06195696B1

公开(公告)日：2001-02-27

申请号：US09164697

申请日：1998-10-01

申请人： Stephen C. Baber ,  Brian Blount ,  Kathryn Heninger Britton ,  David Louis Kaminsky ,  Ann Marie O'Meara

发明人： Stephen C. Baber ,  Brian Blount ,  Kathryn Heninger Britton ,  David Louis Kaminsky ,  Ann Marie O'Meara

IPC分类号： G06F15173

CPC分类号： G06F17/3089

摘要： Systems, methods and computer program products allow intranet administrators to assign, generate and deliver content to users of an intranet. Intranet users are defined and assigned to various defined user groups. Units of content available to users of an intranet are also defined and assigned to various defined content groups. The defined content groups are then associated with the defined user groups such that each of the defined user groups has at least one of the defined units of content associated therewith. A content page creation profile is provided for each defined user and is configured to control how content is displayed within a user's customized content page. Through identified relationships of user groups and content groups, the units of content assigned to a user can be determined and a content page containing the assigned units of content can be created and delivered to a user.

摘要翻译： 系统，方法和计算机程序产品允许内部网管理员为内部网的用户分配，生成和传递内容。 内部网用户被定义并分配给各种定义的用户组。 内部网用户可用的内容单位也被定义并分配给各种定义的内容组。 所定义的内容组然后与所定义的用户组相关联，使得每个定义的用户组具有与其相关联的所定义的内容单元中的至少一个。 为每个定义的用户提供内容页面创建简档，并且被配置为控制如何在用户的自定义内容页面内显示内容。 通过识别用户组和内容组的关系，可以确定分配给用户的内容单元，并且可以创建包含分配的内容单元的内容页面并将其传递给用户。

公开(公告)号：US07925513B2

公开(公告)日：2011-04-12

申请号：US09809991

申请日：2001-03-15

申请人： David Chao ,  Brian Blount ,  Joshua Toub ,  Charles Erickson ,  Cheng Zhou ,  Shari Gharavy

发明人： David Chao ,  Brian Blount ,  Joshua Toub ,  Charles Erickson ,  Cheng Zhou ,  Shari Gharavy

IPC分类号： G06Q10/00

CPC分类号： G06Q10/06 ,  G06Q10/063 ,  G06Q10/06398 ,  G06Q30/0601 ,  G06Q30/0613 ,  G06Q40/08 ,  G06Q40/12

摘要： A framework that enables financial services companies to manage and track information about a sales force is provided. The framework includes object models for managing distributors information, for validating and tracking licenses and credentials, for creating customized contracts, and for maintaining compensation structures. The framework allows for configuring compensations, providing financial services companies a toolkit for creating and modeling their complex commission schedules used to compensate their sales force. The framework also provides modeling tools for agreements and contracts between a financial services company or provider and the distributors who sell their products. The framework has a multi-component architecture comprising multiple modules, multiple data processing engines, a backbone and multiple data sources. The processing modules carry out information processing using one or more data processing engines. The data processing provides the tools to fetch data from the databases and process it.

摘要翻译： 提供了一个框架，使金融服务公司能够管理和跟踪有关销售人员的信息。 该框架包括用于管理分销商信息的对象模型，用于验证和跟踪许可证和凭证，创建定制合同以及维护补偿结构。 框架允许配置补偿，为金融服务公司提供一个工具包，用于创建和建模用于补偿销售人员的复杂佣金计划。 该框架还为金融服务公司或提供者与销售其产品的经销商之间的协议和合同提供建模工具。 该框架具有包括多个模块，多个数据处理引擎，主干和多个数据源的多组件架构。 处理模块使用一个或多个数据处理引擎执行信息处理。 数据处理提供了从数据库中获取数据并进行处理的工具。

公开(公告)号：US20120130877A1

公开(公告)日：2012-05-24

申请号：US13114379

申请日：2011-05-24

申请人： David Chao ,  Brian Blount ,  Joshua Toub ,  Shari Gharavy ,  Cheng Zhou ,  Charles Erickson

发明人： David Chao ,  Brian Blount ,  Joshua Toub ,  Shari Gharavy ,  Cheng Zhou ,  Charles Erickson

IPC分类号： G06Q40/00

CPC分类号： G06Q40/02 ,  G06Q20/102 ,  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.

摘要翻译： 一个系统提供了一种方式来管理金融服务公司等机构与销售其产品的经销商的协议。 每个经销商都有多个销售代表，为销售这些产品赚取佣金。 销售协议中可能会对销售代表所产生的佣金以及任何其他限制。 该系统可以利用代表机构和分销商之间形成的协议类型的一组组件来生成每个销售协议。 每个销售协议的组件包含一个关联的规则集，使配置引擎能够生成适当的文档。 该系统还包含销售代表每次销售的一套监管条件。 该系统可用于处理销售交易数据，以确保遵守销售协议条款，并满足每次销售的规定。

公开(公告)号：US20110231197A1

公开(公告)日：2011-09-22

申请号：US13021989

申请日：2011-02-07

申请人： David Chao ,  Brian Blount ,  Joshua Toub ,  Charles Erickson ,  Cheng Zhou ,  Shari Gharavy

发明人： David Chao ,  Brian Blount ,  Joshua Toub ,  Charles Erickson ,  Cheng Zhou ,  Shari Gharavy

IPC分类号： G06Q10/00

CPC分类号： G06Q10/06 ,  G06Q10/063 ,  G06Q10/06398 ,  G06Q30/0601 ,  G06Q30/0613 ,  G06Q40/08 ,  G06Q40/12

摘要： A framework that enables financial services companies to manage and track information about a sales force is provided. The framework includes object models for managing distributors information, for validating and tracking licenses and credentials, for creating customized contracts, and for maintaining compensation structures. The framework allows for configuring compensations, providing financial services companies a toolkit for creating and modeling their complex commission schedules used to compensate their sales force. The framework also provides modeling tools for agreements and contracts between a financial services company or provider and the distributors who sell their products. The framework has a multi-component architecture comprising multiple modules, multiple data processing engines, a backbone and multiple data sources. The processing modules carry out information processing using one or more data processing engines. The data processing provides the tools to fetch data from the databases and process it.

摘要翻译： 提供了一个框架，使金融服务公司能够管理和跟踪有关销售人员的信息。 该框架包括用于管理分销商信息的对象模型，用于验证和跟踪许可证和凭证，创建定制合同以及维护补偿结构。 框架允许配置补偿，为金融服务公司提供一个工具包，用于创建和建模用于补偿销售人员的复杂佣金计划。 该框架还为金融服务公司或提供者与销售其产品的经销商之间的协议和合同提供建模工具。 该框架具有包括多个模块，多个数据处理引擎，主干和多个数据源的多组件架构。 处理模块使用一个或多个数据处理引擎执行信息处理。 数据处理提供了从数据库中获取数据并进行处理的工具。

公开(公告)号：US20070125017A1

公开(公告)日：2007-06-07

申请号：US11647854

申请日：2006-12-29

申请人： Brian Blount

发明人： Brian Blount

IPC分类号： E04C5/08

CPC分类号： E04C5/085 ,  B28B23/043 ,  E04F13/0835

摘要： A thin, prestressed concrete panel, having a thickness of about one and one-half inch thickness or less, and apparatus for making the same is disclosed. Pairs of prestressed tendons extend between the side and end portions of the panel. The tendons of each pair are positioned on each side of the mid-plane of the panel and spaced from such mid-plane so as to increase panel strength and prevent warping of the panel. A molding apparatus for casting the panel comprises a bottom plate, a pair of opposite side portions, and a pair of opposite end portions. Slots are defined in the side and end portions through which tendons are inserted prior to pouring concrete in the mold. Tensioning means are provided for prestressing the tendons in the longitudinal and lateral directions of the panel.

摘要翻译： 公开了一种具有约0.5英寸厚度或更小的厚度的薄的预应力混凝土板，以及用于制造其的装置。 一对预应力筋在面板的侧面和端部之间延伸。 每对的腱都位于板的中间平面的每一侧上并且与中间平面间隔开，以便增加面板强度并防止面板翘曲。 用于铸造面板的成型装置包括底板，一对相对的侧部和一对相对的端部。 在将混凝土浇注到模具中之前，将槽插入到侧面和端部中。 提供张紧装置用于在板的纵向和横向上预应力钢筋。

公开(公告)号：US07958024B2

公开(公告)日：2011-06-07

申请号：US09810012

申请日：2001-03-15

申请人： David Chao ,  Brian Blount ,  Joshua Toub ,  Shari Gharavy ,  Cheng Zhou ,  Charles Erickson

发明人： David Chao ,  Brian Blount ,  Joshua Toub ,  Shari Gharavy ,  Cheng Zhou ,  Charles Erickson

IPC分类号： G06Q40/00

CPC分类号： G06Q40/02 ,  G06Q20/102 ,  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.

摘要翻译： 一个系统提供了一种方式来管理金融服务公司等机构与销售其产品的经销商的协议。 每个经销商都有多个销售代表，为销售这些产品赚取佣金。 销售协议中可能会对销售代表所产生的佣金以及任何其他限制。 该系统可以利用代表机构和分销商之间形成的协议类型的一组组件来生成每个销售协议。 每个销售协议的组件包含一个关联的规则集，使配置引擎能够生成适当的文档。 该系统还包含销售代表每次销售的一套监管条件。 该系统可用于处理销售交易数据，以确保遵守销售协议条款，并满足每次销售的规定。

公开(公告)号：US20110125635A1

公开(公告)日：2011-05-26

申请号：US13020605

申请日：2011-02-03

申请人： David Chao ,  Brian Blount ,  Charles Erickson ,  Shari Gharavy ,  Cheng Zhou ,  Joshua Toub

发明人： David Chao ,  Brian Blount ,  Charles Erickson ,  Shari Gharavy ,  Cheng Zhou ,  Joshua Toub

IPC分类号： G06Q30/00

CPC分类号： G06Q30/0214 ,  G06Q10/0633 ,  G06Q10/06375 ,  G06Q10/10 ,  G06Q20/10 ,  G06Q30/018 ,  G06Q30/0601 ,  G06Q40/00 ,  G06Q40/08 ,  Y10S707/945

摘要： An embodiment of the invention provides a system that enables financial services companies to manage and track information about a sales force. The system includes components for managing distributors information, for validating and tracking licenses and credentials, for creating customized contracts, and for maintaining compensation structures. The system allows for configuring compensations, providing financial services companies a toolkit for creating and modeling their complex commission schedules used to compensate their sales force. The system also provides modeling tools for agreements and contracts between a financial services company or provider and the distributors who sell products. The system has a multi-component architecture comprising multiple modules, multiple data processing engines, a backbone and multiple data sources. The processing modules carry out information processing using one or more data processing engines. The data processing provides the tools to fetch data from the databases and process it.

摘要翻译： 本发明的一个实施例提供一种使金融服务公司能够管理和跟踪关于销售队伍的信息的系统。 该系统包括用于管理分销商信息的组件，用于验证和跟踪许可证和凭据，用于创建定制合同以及维护补偿结构。 该系统允许配置补偿，为金融服务公司提供一个工具包，用于创建和建模用于补偿销售人员的复杂佣金计划。 该系统还提供金融服务公司或提供商与销售产品的经销商之间的协议和合同的建模工具。 该系统具有包括多个模块，多个数据处理引擎，主干和多个数据源的多组件架构。 处理模块使用一个或多个数据处理引擎执行信息处理。 数据处理提供了从数据库中获取数据并进行处理的工具。