Advisor referral
    1.
    发明授权
    Advisor referral 失效
    顾问推荐

    公开(公告)号:US07962347B2

    公开(公告)日:2011-06-14

    申请号:US12814063

    申请日:2010-06-11

    IPC分类号: G06Q10/00

    CPC分类号: G06Q30/02 G06Q10/10 G06Q40/06

    摘要: An apparatus and method for an advisor referral tool for objectively matching professional services between users and advisors in an on-line or computer based environment. The advisor referral tool matches users with professional advisors by executing an advisor matching algorithm to select a subset of advisors from an advisor database based on user selected search criteria. A server computer calculates a percent match value for each advisor in the subset of advisors that corresponds to consumer responses to predetermined psychographic/profile questions. The server computer then creates a best fit advisor list of advisors from the subset of advisors that is based on the calculated percent match value. The best fit advisor list is then transmitted to and displayed on the user's computer.

    摘要翻译: 用于在在线或基于计算机的环境中客观地匹配用户和顾问之间的专业服务的顾问推荐工具的装置和方法。 顾问推荐工具通过执行顾问匹配算法,根据用户选择的搜索条件从顾问数据库中选择顾问的一部分,与专业顾问相匹配。 服务器计算机计算顾问对应于消费者对预定心理/配置文件问题的响应的每个顾问的百分比匹配值。 然后,服务器计算机根据计算的百分比匹配值,从顾问子集中创建一个最合适的顾问名单。 然后将最佳拟合顾问列表发送到用户的计算机上并显示在用户的计算机上。

    Advisor Referral
    2.
    发明申请
    Advisor Referral 失效
    顾问推荐

    公开(公告)号:US20100268669A1

    公开(公告)日:2010-10-21

    申请号:US12814063

    申请日:2010-06-11

    IPC分类号: G06Q40/00 G06Q99/00

    CPC分类号: G06Q30/02 G06Q10/10 G06Q40/06

    摘要: An apparatus and method for an advisor referral tool for objectively matching professional services between users and advisors in an on-line or computer based environment. The advisor referral tool matches users with professional advisors by executing an advisor matching algorithm to select a subset of advisors from an advisor database based on user selected search criteria. A server computer calculates a percent match value for each advisor in the subset of advisors that corresponds to consumer responses to predetermined psychographic/profile questions. The server computer then creates a best fit advisor list of advisors from the subset of advisors that is based on the calculated percent match value. The best fit advisor list is then transmitted to and displayed on the user's computer.

    摘要翻译: 用于在在线或基于计算机的环境中客观地匹配用户和顾问之间的专业服务的顾问推荐工具的装置和方法。 顾问推荐工具通过执行顾问匹配算法,根据用户选择的搜索条件从顾问数据库中选择顾问的一部分,与专业顾问相匹配。 服务器计算机计算顾问对应于消费者对预定心理/配置文件问题的响应的每个顾问的百分比匹配值。 然后,服务器计算机根据计算的百分比匹配值,从顾问子集中创建一个最合适的顾问名单。 然后将最佳拟合顾问列表发送到用户的计算机上并显示在用户的计算机上。

    Advisor referral tool
    3.
    发明授权
    Advisor referral tool 失效
    顾问推荐工具

    公开(公告)号:US07752054B1

    公开(公告)日:2010-07-06

    申请号:US09565274

    申请日:2000-05-04

    IPC分类号: G06Q99/00

    CPC分类号: G06Q30/02 G06Q10/10 G06Q40/06

    摘要: An apparatus and method for an advisor referral tool for objectively matching professional services between users and advisors in an on-line or computer based environment. The advisor referral tool matches users with professional advisors by executing an advisor matching algorithm to select a subset of advisors from an advisor database based on user selected search criteria. A server computer calculates a percent match value for each advisor in the subset of advisors that corresponds to consumer responses to predetermined psychographic/profile questions. The server computer then creates a best fit advisor list of advisors from the subset of advisors that is based on the calculated percent match value. The best fit advisor list is then transmitted to and displayed on the user's computer.

    摘要翻译: 用于在在线或基于计算机的环境中客观地匹配用户和顾问之间的专业服务的顾问推荐工具的装置和方法。 顾问推荐工具通过执行顾问匹配算法,根据用户选择的搜索条件从顾问数据库中选择顾问的一部分,与专业顾问相匹配。 服务器计算机计算顾问对应于消费者对预定心理/配置文件问题的响应的每个顾问的百分比匹配值。 然后,服务器计算机根据计算的百分比匹配值,从顾问子集中创建一个最合适的顾问名单。 然后将最佳拟合顾问列表发送到用户的计算机上并显示在用户的计算机上。