公开(公告)号：US20140156343A1

公开(公告)日：2014-06-05

申请号：US13895276

申请日：2013-05-15

申请人： Greg Olsen ,  Ganesh Bell ,  Ricardo Craft ,  Kenji Miller

发明人： Greg Olsen ,  Ganesh Bell ,  Ricardo Craft ,  Kenji Miller

IPC分类号： G06Q30/02

CPC分类号： G06Q30/0201 ,  G06Q10/067

摘要： A system and method for multi-tier channel partner management for recurring revenue sales are disclosed. A plurality of tiers related to a recurring revenue asset is designated. Each tier of the plurality of tiers having a set of permissions and rules, the permissions of the tier enabling a user associated with the tier to access information in a database about the recurring revenue asset, and the rules defining permitted interactions between the user and the recurring revenue management system with respect to the recurring revenue asset. Data representing one of the plurality of tiers is received relating to the recurring revenue asset and associated with the user. Data relating to the recurring revenue asset is transmitted. The transmitted data is permitted to be sent to the user based on the tier associated with the user and the recurring revenue asset. A permitted interaction for the user is then executed with the recurring revenue management system to manage the recurring revenue asset.

摘要翻译： 披露了多层渠道合作伙伴管理经常性营业收入的制度和方法。 指定与定期收入资产相关的多个层级。 多个层级中的每一层具有一组权限和规则，该层的权限允许与该层相关联的用户访问数据库中关于经常性收入资产的信息，以及定义用户与第 经常性收入管理制度。 接收到与循环收入资产相关并与用户相关联的表示多个层之一的数据。 与经常性收入资产相关的数据被传送。 所发送的数据被允许基于与用户相关联的层次和经常性收入资产发送给用户。 然后用定期收益管理系统执行用户的允许交互以管理定期收入资产。

公开(公告)号：US20140122176A1

公开(公告)日：2014-05-01

申请号：US13844306

申请日：2013-03-15

申请人： Greg Olsen ,  Chelliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

发明人： Greg Olsen ,  Chelliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

IPC分类号： G06Q30/02

CPC分类号： G06F16/26 ,  G06F8/10 ,  G06F8/20 ,  G06F8/60 ,  G06F16/215 ,  G06F16/245 ,  G06F16/24556 ,  G06F16/24573 ,  G06F16/86 ,  G06Q10/00 ,  G06Q10/0631 ,  G06Q30/0202 ,  G06Q30/0264 ,  G06Q30/0277 ,  G06Q40/12 ,  H04L63/10

摘要： A set of offers for renewal of service assets within a sales period can be differentiated. A set of parameters representative of each offer in the set of offers can be analyzed. The set of parameters can include at least one user-provided constraint on an expected outcome of each offer. A predicted outcome can be calculated for the set of offers based on an applied predictive model using the set of parameters as inputs. The at least one constraint for at least one offer of the set of offers can be updated based on at least one sales outcome occurring during the sales period, and a predicted outcome for the set of offers can be recalculated based on the set of parameters comprising the updated at least one constraint. Related methods, systems, and computer program products are described.

摘要翻译： 可以区分在销售期内更新服务资产的一套优惠。 可以分析代表该组报价中的每个报价的一组参数。 该组参数可以包括至少一个用户提供的每个提议的预期结果约束。 可以基于使用一组参数作为输入的应用预测模型，针对该组提供计算预测结果。 可以基于在销售期间发生的至少一个销售结果来更新该组提供的至少一个报价的至少一个约束，并且可以基于所述一组参数来重新计算该组报价的预测结果，该组参数包括 更新的至少一个约束。 描述相关方法，系统和计算机程序产品。

公开(公告)号：US09652776B2

公开(公告)日：2017-05-16

申请号：US13895302

申请日：2013-05-15

申请人： Greg Olsen ,  Ganesh Bell ,  Ricardo Craft ,  Elaine Garvey ,  Abhinav Vohra ,  Kevin Smith

发明人： Greg Olsen ,  Ganesh Bell ,  Ricardo Craft ,  Elaine Garvey ,  Abhinav Vohra ,  Kevin Smith

IPC分类号： G06Q30/00 ,  G06Q30/02 ,  G06Q10/06 ,  G06Q30/06 ,  G06F17/30

CPC分类号： G06F17/30572 ,  G06F8/60 ,  G06F17/3089 ,  G06Q10/06375 ,  G06Q30/02 ,  G06Q30/0202 ,  G06Q30/06

摘要： Visual representations of recurring revenue management system data and predictions are disclosed. A user interface is generated for an electronic display, the user interface including a graphical representation of one or more recurring revenue assets, the graphical representation representing each of the one or more recurring revenue assets according to one or more metrics that define each of the one or more recurring revenue assets. A predicted outcome for at least one of the one or more recurring revenue assets is predicted, the calculating being from a predictive model that is based on aggregate historical information collected from one or more data sources. A graphical representation of the predicted outcome is generated according to one or more parameters related to the one or more metrics, for concurrent display in the user interface with the graphical representation of one or more recurring revenue assets.

公开(公告)号：US09646066B2

公开(公告)日：2017-05-09

申请号：US13841681

申请日：2013-03-15

申请人： Greg Olsen ,  Ganesh Bell ,  Ricardo Craft ,  Lenin Subramanian ,  Chelliah Thirunavukkarasu ,  Manohar Raghunath ,  Zheng Chen

发明人： Greg Olsen ,  Ganesh Bell ,  Ricardo Craft ,  Lenin Subramanian ,  Chelliah Thirunavukkarasu ,  Manohar Raghunath ,  Zheng Chen

IPC分类号： G06F17/30 ,  G06Q10/06 ,  G06F9/445 ,  G06F9/44 ,  G06Q40/00 ,  G06Q30/02 ,  G06Q10/00 ,  H04L29/06

CPC分类号： G06Q10/0631 ,  G06F8/10 ,  G06F8/20 ,  G06F8/60 ,  G06F17/30303 ,  G06F17/30424 ,  G06F17/30489 ,  G06F17/30525 ,  G06F17/30572 ,  G06F17/30917 ,  G06Q10/00 ,  G06Q30/0202 ,  G06Q30/0264 ,  G06Q30/0277 ,  G06Q40/12 ,  H04L63/10

摘要： Data relevant to a predefined data object of a set of predefined data objects can be extracted from a unit of date received at a recurring revenue management system. The extracted relevant data can be populated to an instance of the predefined data object. One or more relationships between the instance of the predefined data object and at least one other instance of the predefined data object or a second predefined data object. The defining occurs based on a set of parameters associated with the predefined data object and content of the extracted data. An opportunity can be generated for a sale or renewal of a recurring revenue asset based at least in part on the one or more relationships, and the generated opportunity can be presented to a user. Related methods, systems, and computer program products are also described.

公开(公告)号：US20140114818A1

公开(公告)日：2014-04-24

申请号：US13842035

申请日：2013-03-15

申请人： Greg Olsen ,  Chelliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

发明人： Greg Olsen ,  Chelliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

IPC分类号： G06Q40/00

CPC分类号： G06F16/26 ,  G06F8/10 ,  G06F8/20 ,  G06F8/60 ,  G06F16/215 ,  G06F16/245 ,  G06F16/24556 ,  G06F16/24573 ,  G06F16/86 ,  G06Q10/00 ,  G06Q10/0631 ,  G06Q30/0202 ,  G06Q30/0264 ,  G06Q30/0277 ,  G06Q40/12 ,  H04L63/10

摘要： In a recurring revenue management system, a first unit of data and a second unit of data is received. Content is extracted from the first unit of data and the second unit of data based on one or more parameters of a predefined data object that is part of an asset data model. The extracted content is added to an instance of the predefined data object, and a reference tag with identification information for its associated content is associated with the content extracted from each of the first unit of data and the second unit of data. A duplicate data condition can be detected and resolved by applying a predefined approach to conflict resolution based on the identification information in the reference tags of the content of the first unit of data and the second unit of data. Related methods, systems, and computer program products are also described.

摘要翻译： 在经常性收入管理系统中，接收第一数据单元和第二数据单元。 基于作为资产数据模型的一部分的预定数据对象的一个​​或多个参数从第一数据单元和第二数据单元中提取内容。 提取的内容被添加到预定义数据对象的实例中，并且具有其关联内容的标识信息的参考标签与从第一数据单元和第二数据单元中的每一个提取的内容相关联。 可以基于第一数据单元和第二数据单元的内容的参考标签中的识别信息应用预定义的冲突解决方法来检测和解决重复数据条件。 还描述了相关方法，系统和计算机程序产品。

公开(公告)号：US20140122240A1

公开(公告)日：2014-05-01

申请号：US13844002

申请日：2013-03-15

申请人： Greg Olsen ,  Chelliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

发明人： Greg Olsen ,  Chelliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

IPC分类号： G06Q30/02

CPC分类号： G06F16/26 ,  G06F8/10 ,  G06F8/20 ,  G06F8/60 ,  G06F16/215 ,  G06F16/245 ,  G06F16/24556 ,  G06F16/24573 ,  G06F16/86 ,  G06Q10/00 ,  G06Q10/0631 ,  G06Q30/0202 ,  G06Q30/0264 ,  G06Q30/0277 ,  G06Q40/12 ,  H04L63/10

摘要： A filtered set of service assets can be selected for use as a source population for opportunity generation in a recurring revenue management system. The selecting can include applying a filter to a data set comprising service asset data for a plurality of service assets. Each service asset in the plurality of the service assets can include an expiration date. The filter can include a range of expiration dates corresponding to a targeted selling period. Anew service offer can be created based on at least one specific rule defined for the commercial entity for service assets in the selected set. The creating Can include applying one or more offer creation parameters, determining reference information for expiring assets in the data asset model, and verifying a chosen service level. The new service offer can be assigned to at least one sales team. Related methods, systems, and computer program products are described.

摘要翻译： 可以选择过滤的服务资产集合，以用作源代码人口，用于在定期收入管理系统中生成机会。 选择可以包括将过滤器应用于包括用于多个服务资产的服务资产数据的数据集。 多个服务资产中的每个服务资产可以包括到期日期。 过滤器可以包括对应于目标销售周期的一系列过期日期。 可以基于为所选集合中的服务资产为商业实体定义的至少一个特定规则来创建新服务报价。 创建可以包括应用一个或多个提供创建参数，确定在数据资产模型中到期资产的参考信息，以及验证所选择的服务水平。 新的服务报价可以分配给至少一个销售团队。 描述相关方法，系统和计算机程序产品。

公开(公告)号：US20130339089A1

公开(公告)日：2013-12-19

申请号：US13895302

申请日：2013-05-15

申请人： Greg Olsen ,  Ganesh Bell ,  Ricardo Craft ,  Elaine Garvey ,  Abinav Vohra ,  Kevin Smith

发明人： Greg Olsen ,  Ganesh Bell ,  Ricardo Craft ,  Elaine Garvey ,  Abinav Vohra ,  Kevin Smith

IPC分类号： G06Q30/02

CPC分类号： G06F17/30572 ,  G06F8/60 ,  G06F17/3089 ,  G06Q10/06375 ,  G06Q30/02 ,  G06Q30/0202 ,  G06Q30/06

摘要： Visual representations of recurring revenue management system data and predictions are disclosed. A user interface is generated for an electronic display, the user interface including a graphical representation of one or more recurring revenue assets, the graphical representation representing each of the one or more recurring revenue assets according to one or more metrics that define each of the one or more recurring revenue assets. A predicted outcome for at least one of the one or more recurring revenue assets is predicted, the calculating being from a predictive model that is based on aggregate historical information collected from one or more data sources. A graphical representation of the predicted outcome is generated according to one or more parameters related to the one or more metrics, for concurrent display in the user interface with the graphical representation of one or more recurring revenue assets.

摘要翻译： 透露了经常性收入管理系统数据和预测的视觉表示。 为电子显示器生成用户界面，所述用户界面包括一个或多个经常性收入资产的图形表示，所述图形表示根据一个或多个度量来表示所述一个或多个经常性收入资产中的每一个， 或更多的经常性收入资产。 预测一个或多个经常性收入资产中的至少一个的预测结果，该计算来自基于从一个或多个数据源收集的聚合历史信息的预测模型。 根据与一个或多个度量相关的一个或多个参数来生成预测结果的图形表示，用于在用户界面中与一个或多个经常性收入资产的图形表示同时显示。

公开(公告)号：US20140114819A1

公开(公告)日：2014-04-24

申请号：US13842398

申请日：2013-03-15

申请人： Greg Olsen ,  Chelliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

发明人： Greg Olsen ,  Chelliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

IPC分类号： G06Q40/00

CPC分类号： G06Q10/0631 ,  G06F8/10 ,  G06F8/20 ,  G06F8/60 ,  G06F17/30303 ,  G06F17/30424 ,  G06F17/30489 ,  G06F17/30525 ,  G06F17/30572 ,  G06F17/30917 ,  G06Q10/00 ,  G06Q30/0202 ,  G06Q30/0264 ,  G06Q30/0277 ,  G06Q40/12 ,  H04L63/10

摘要： In a recurring revenue management system, it can be determined that a unit of data received at the recurring revenue management system from an external client data system lacks at least one data aspect necessary to create a fully populated instance of the data object. An instance of a skeletal object is created in a repository of the recurring revenue management system, and the instance of the skeletal object is partially populated with at least some data extracted from the received unit of data. The instance of the skeletal object is made available for use in the recurring revenue management system. The instance of the skeletal object is then further populated with additional data extracted from a second unit of data received by the recurring revenue management system. Related methods, systems, and computer program products are also described.

摘要翻译： 在定期收益管理系统中，可以确定在外部客户数据系统的定期收入管理系统处接收到的数据单元缺少创建数据对象的完全填充实例所需的至少一个数据方面。 在循环收益管理系统的存储库中创建骨骼对象的实例，并且使用从接收的数据单元提取的至少一些数据来部分地填充骨架对象的实例。 骨骼对象的实例可用于定期收入管理系统。 然后，利用从循环收益管理系统接收的第二数据单元提取的附加数据，进一步填充骨骼对象的实例。 还描述了相关方法，系统和计算机程序产品。

公开(公告)号：US20140114709A1

公开(公告)日：2014-04-24

申请号：US13841681

申请日：2013-03-15

申请人： Greg Olsen ,  Chelliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

发明人： Greg Olsen ,  Chelliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

IPC分类号： G06Q10/06

CPC分类号： G06Q10/0631 ,  G06F8/10 ,  G06F8/20 ,  G06F8/60 ,  G06F17/30303 ,  G06F17/30424 ,  G06F17/30489 ,  G06F17/30525 ,  G06F17/30572 ,  G06F17/30917 ,  G06Q10/00 ,  G06Q30/0202 ,  G06Q30/0264 ,  G06Q30/0277 ,  G06Q40/12 ,  H04L63/10

摘要： Data relevant to a predefined data object of a set of predefined data objects can be extracted from a unit of date received at a recurring revenue management system. The extracted relevant data can be populated to an instance of the predefined data object. One or more relationships between the instance of the predefined data object and at least one other instance of the predefined data object or a second predefined data object. The defining occurs based on a set of parameters associated with the predefined data object and content of the extracted data. An opportunity can be generated for a sale or renewal of a recurring revenue asset based at least in part on the one or more relationships, and the generated opportunity can be presented to a user. Related methods, systems, and computer program products are also described.

摘要翻译： 可以从定期收入管理系统接收的日期的单位中提取与一组预定义数据对象的预定义数据对象相关的数据。 所提取的相关数据可以被填充到预定义数据对象的实例。 预定义数据对象的实例与预定义数据对象的至少一个其他实例或第二预定义数据对象之间的一个或多个关系。 基于与预定义的数据对象相关联的一组参数和所提取的数据的内容，发生定义。 可以至少部分地基于一个或多个关系来生成针对定期收入资产的销售或更新的机会，并且可以将生成的机会呈现给用户。 还描述了相关方法，系统和计算机程序产品。

公开(公告)号：US20130339088A1

公开(公告)日：2013-12-19

申请号：US13895294

申请日：2013-05-15

申请人： Greg Olsen ,  Cheliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

发明人： Greg Olsen ,  Cheliah Thirunavukkarasu ,  Ricardo Craft ,  Ganesh Bell

IPC分类号： G06Q30/02

CPC分类号： G06Q30/0202

摘要： A recurring revenue benchmarking system and method are disclosed. A repository storing aggregate information regarding service revenue renewals is accessed. The aggregate information includes historical data generated by one or more commercial entities, and is defined according to one or more metrics related to renewal of one or more service assets by the one or more commercial entities. A predictive model is generated based on the aggregate information accessed from the repository. A set of parameters representative of at least one offer for renewal of a service asset within a sales period is defined. The offer relates to at least one recurring revenue asset managed by a first commercial entity using a recurring revenue management system. A predicted outcome for the offer is calculated using the set of parameters of the offer as input to the predictive model, where the predicted outcome represents a likelihood of an outcome of the offer according one or more metrics related to the renewal of the service asset within the sales period.

摘要翻译： 公布了经常性收入基准系统和方法。 访问存储有关服务收入续订的聚合信息的存储库。 聚合信息包括由一个或多个商业实体产生的历史数据，并且根据与一个或多个商业实体的一个或多个服务资产的更新有关的一个或多个度量来定义。 基于从存储库访问的聚合信息生成预测模型。 定义一组代表在销售期间内至少一个服务资产更新报价的参数。 该要约涉及至少一个由第一商业实体使用定期收益管理系统管理的定期收入资产。 报价的预测结果是使用提供的参数集作为预测模型的输入来计算的，其中预测结果表示根据与服务资产的更新有关的一个或多个指标的报价结果的可能性 销售期。