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1. 发明申请

US20070226027A1 Method and system for sales-credit assignment via time-based organization hierarchies 有权
标题翻译：通过基于时间的组织层次结构进行销售信贷分配的方法和系统
公开(公告)号：US20070226027A1
公开(公告)日：2007-09-27
申请号：US10273679
申请日：2002-10-18
申请人： Daniel Chang , Alexander Goldstein , Ashish Singhal , Pankaj Bhatia , Bhakti Vithalani , Pasan Sirisena , Steve Apfelberg , Marc Verbeek , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
发明人： Daniel Chang , Alexander Goldstein , Ashish Singhal , Pankaj Bhatia , Bhakti Vithalani , Pasan Sirisena , Steve Apfelberg , Marc Verbeek , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
IPC分类号： G05B19/418
CPC分类号： G06Q10/00 , G06Q10/06314
摘要： A method, system, and article of manufacture for defining and managing instances of time-based organization hierarchies, and for assigning sales credit to corresponding positions within the time-based organization hierarchy in response to a sales data input are disclosed herein. In one embodiment, a user may define and/or manage one or more instances of the time-based organization hierarchy via a user interface generated on a client. Moreover, and in response to the sales data input corresponding to a transaction, a sales credit assignment process may then be executed to assign sales credit to one or more positions within the instance of the time-based organization hierarchy based on an evaluation of conditions specified in one or more identified assignment rules associated with the time-based organization hierarchy.
摘要翻译：本文公开了一种用于定义和管理基于时间的组织层次结构的实例的方法，系统和制品，以及响应于销售数据输入将销售信用分配给基于时间的组织层次结构内的对应位置。在一个实施例中，用户可以经由客户端上生成的用户界面来定义和/或管理基于时间的组织层次结构的一个或多个实例。此外，并且响应于对应于交易的销售数据输入，然后可以执行销售信用分配处理，以基于指定的条件的评估来指定销售信用到基于时间的组织层次结构的实例内的一个或多个位置在与基于时间的组织层次结构相关联的一个或多个所识别的分配规则中。

2. 发明授权

US08600799B2 Method and system for sales-credit assignment via time-based organization hierarchies 有权
标题翻译：通过基于时间的组织层次结构进行销售信贷分配的方法和系统
公开(公告)号：US08600799B2
公开(公告)日：2013-12-03
申请号：US10273679
申请日：2002-10-18
申请人： Daniel T. Chang , Alexander Goldstein , Ashish Singhal , Pankaj Bhatia , Bhakti Vithalani , Pasan Rukmal Sirisena , Steve Apfelberg , Marc Verbeek , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
发明人： Daniel T. Chang , Alexander Goldstein , Ashish Singhal , Pankaj Bhatia , Bhakti Vithalani , Pasan Rukmal Sirisena , Steve Apfelberg , Marc Verbeek , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
IPC分类号： G06Q10/00
CPC分类号： G06Q10/00 , G06Q10/06314
摘要： A method, system, and article of manufacture for defining and managing instances of time-based organization hierarchies, and for assigning sales credit to corresponding positions within the time-based organization hierarchy in response to a sales data input are disclosed herein. In one embodiment, a user may define and/or manage one or more instances of the time-based organization hierarchy via a user interface generated on a client. Moreover, and in response to the sales data input corresponding to a transaction, a sales credit assignment process may then be executed to assign sales credit to one or more positions within the instance of the time-based organization hierarchy based on an evaluation of conditions specified in one or more identified assignment rules associated with the time-based organization hierarchy.
摘要翻译：本文公开了一种用于定义和管理基于时间的组织层次结构的实例的方法，系统和制品，以及响应于销售数据输入将销售信用分配给基于时间的组织层次结构内的对应位置。在一个实施例中，用户可以经由客户端上生成的用户界面来定义和/或管理基于时间的组织层次结构的一个或多个实例。此外，并且响应于对应于交易的销售数据输入，然后可以执行销售信用分配处理，以基于指定的条件的评估来指定销售信用到基于时间的组织层次结构的实例内的一个或多个位置在与基于时间的组织层次结构相关联的一个或多个所识别的分配规则中。

3. 发明申请

US20070226026A1 Method and system for monitoring achievement and attainment and calculating compensation via time-based organization hierarchies 有权
标题翻译：通过基于时间的组织层级监测成就和获得和计算补偿的方法和系统
公开(公告)号：US20070226026A1
公开(公告)日：2007-09-27
申请号：US10273632
申请日：2002-10-18
申请人： Daniel Chang , Pasan Sirisena , Xin Wang , Tao Gui , Charles Shagong , Alexander Goldstein , Steve Apfelberg , Marc Verbeek , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
发明人： Daniel Chang , Pasan Sirisena , Xin Wang , Tao Gui , Charles Shagong , Alexander Goldstein , Steve Apfelberg , Marc Verbeek , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
IPC分类号： G05B19/418
CPC分类号： G06Q10/063 , G06Q10/06 , G06Q10/0631 , G06Q10/063114 , G06Q10/0639 , G06Q10/06398 , G06Q10/1097
摘要： A method, system, and article of manufacture for defining and managing instances of time-based organization hierarchies, and for monitoring achievement and attainment, and calculating compensation for individuals and/or groups within instances of the time-based organization hierarchies are disclosed herein. In one embodiment, a user may define and/or manage one or more instances of the time-based organization hierarchy via a user interface generated on a client. Moreover, and in response to a sales data input corresponding to a transaction, an achievement and attainment monitoring process may then be executed to accumulate transaction data in one or more achievement containers, and to compile achievement containers from a specified attainment period to calculate a user's attainment. In addition, an embodiment also provides for implementation of a compensation calculation process that may utilize the transaction data accumulated in the achievement containers to calculate an individual's compensation for a specified compensation period.
摘要翻译：本文公开了一种用于定义和管理基于时间的组织层次结构的实例的方法，系统和制品，并且用于监视实现和实现，以及在基于时间的组织层次结构的实例中计算个体和/或组的补偿。在一个实施例中，用户可以经由客户端上生成的用户界面来定义和/或管理基于时间的组织层次结构的一个或多个实例。此外，为了响应于与交易相对应的销售数据输入，可以执行成就和达成监视处理，以在一个或多个成就容器中累积交易数据，并且从指定的达到期间编译成果容器以计算用户的素养。此外，实施例还提供补偿计算处理的实现，该处理可以利用在成就容器中积累的交易数据来计算特定补偿期间的个人补偿。

4. 发明申请

US20070226025A1 Method and system for managing time-based organization hierarchies 有权
标题翻译：用于管理基于时间的组织层次结构的方法和系统
公开(公告)号：US20070226025A1
公开(公告)日：2007-09-27
申请号：US10273538
申请日：2002-10-18
申请人： Daniel Chang , Alexander Goldstein , Yucheng Hu , Ying Wang , Pasan Sirisena , Steve Apfelberg , Marc Verbeek , John Jakubik , David Faibish , Jie Liu , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
发明人： Daniel Chang , Alexander Goldstein , Yucheng Hu , Ying Wang , Pasan Sirisena , Steve Apfelberg , Marc Verbeek , John Jakubik , David Faibish , Jie Liu , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
IPC分类号： G06Q10/00 , G05B19/418 , G06Q40/00
CPC分类号： G06Q30/06 , G06Q10/06 , G06Q10/0631 , G06Q10/06375 , G06Q10/109 , G06Q40/00
摘要： A method, system, and article of manufacture for defining and managing time-based organization hierarchies are disclosed herein. In one embodiment, a user interface, including a plurality of user interface displays configured to receive a user input to define and/or manage one or more instances of a time-based organization hierarchy, may be generated on a client. The user may then define, via interaction with the user interface, the at least one instance of the organization hierarchy to include a plurality of nodes, and specify an effective period for the instance of the time-based organization hierarchy by defining a start date and an end date. The user may also define a territory to correspond to each of the plurality of nodes in the organization hierarchy. In one embodiment, the territory may include at least one position and an assignment rule, the position having a corresponding quota.
摘要翻译：本文公开了一种用于定义和管理基于时间的组织层级的方法，系统和制品。在一个实施例中，可以在客户端上生成包括被配置为接收用户输入以定义和/或管理基于时间的组织层次结构的一个或多个实例的多个用户界面显示器的用户界面。然后，用户可以通过与用户界面的交互来定义组织层次结构的至少一个实例以包括多个节点，并通过定义开始日期来指定基于时间的组织层次结构的实例的有效期，结束日期。用户还可以定义与组织层次结构中的多个节点中的每一个相对应的区域。在一个实施例中，领土可以包括至少一个位置和分配规则，该位置具有对应的配额。

5. 发明授权

US08027869B2 Method and system for monitoring achievement and attainment and calculating compensation via time-based organization hierarchies 有权
标题翻译：通过基于时间的组织层级监测成就和获得和计算补偿的方法和系统
公开(公告)号：US08027869B2
公开(公告)日：2011-09-27
申请号：US10273632
申请日：2002-10-18
申请人： Daniel T. Chang , Pasan Rukmal Sirisena , Xin Wang , Tao Gui , Charles Shagong , Alexander Goldstein , Steve Apfelberg , Marc Verbeek , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
发明人： Daniel T. Chang , Pasan Rukmal Sirisena , Xin Wang , Tao Gui , Charles Shagong , Alexander Goldstein , Steve Apfelberg , Marc Verbeek , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
IPC分类号： G06Q10/00
CPC分类号： G06Q10/063 , G06Q10/06 , G06Q10/0631 , G06Q10/063114 , G06Q10/0639 , G06Q10/06398 , G06Q10/1097
摘要： A method, system, and article of manufacture for defining and managing instances of time-based organization hierarchies, and for monitoring achievement and attainment, and calculating compensation for individuals and/or groups within instances of the time-based organization hierarchies are disclosed herein. In one embodiment, a user may define and/or manage one or more instances of the time-based organization hierarchy via a user interface generated on a client. Moreover, and in response to a sales data input corresponding to a transaction, an achievement and attainment monitoring process may then be executed to accumulate transaction data in one or more achievement containers, and to compile achievement containers from a specified attainment period to calculate a user's attainment. In addition, an embodiment also provides for implementation of a compensation calculation process that may utilize the transaction data accumulated in the achievement containers to calculate an individual's compensation for a specified compensation period.
摘要翻译：本文公开了一种用于定义和管理基于时间的组织层次结构的实例的方法，系统和制品，并且用于监视实现和实现，以及在基于时间的组织层次结构的实例中计算个体和/或组的补偿。在一个实施例中，用户可以经由客户端上生成的用户界面来定义和/或管理基于时间的组织层次结构的一个或多个实例。此外，为了响应于与交易相对应的销售数据输入，可以执行成就和达成监视处理，以在一个或多个成就容器中累积交易数据，并且从指定的达到期间编译成果容器以计算用户的素养。此外，实施例还提供补偿计算处理的实现，该处理可以利用在成就容器中积累的交易数据来计算特定补偿期间的个人补偿。

6. 发明授权

US07937284B2 Method and system for managing time-based organization hierarchies 有权
标题翻译：用于管理基于时间的组织层次结构的方法和系统
公开(公告)号：US07937284B2
公开(公告)日：2011-05-03
申请号：US10273538
申请日：2002-10-18
申请人： Daniel T. Chang , Alexander Goldstein , Yucheng Hu , Ying Wang , Pasan Rukmal Sirisena , Steve Apfelberg , Marc Verbeek , John J. Jakubik , David Faibish , Jie Liu , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
发明人： Daniel T. Chang , Alexander Goldstein , Yucheng Hu , Ying Wang , Pasan Rukmal Sirisena , Steve Apfelberg , Marc Verbeek , John J. Jakubik , David Faibish , Jie Liu , Tarri Furlong , Ashley Stirrup , Ajay Sabhlok , Martin Renaud
IPC分类号： G05B19/418 , G06F9/46
CPC分类号： G06Q30/06 , G06Q10/06 , G06Q10/0631 , G06Q10/06375 , G06Q10/109 , G06Q40/00
摘要： A method, system, and article of manufacture for defining and managing time-based organization hierarchies are disclosed herein. In one embodiment, a user interface, including a plurality of user interface displays configured to receive a user input to define and/or manage one or more instances of a time-based organization hierarchy, may be generated on a client. The user may then define, via interaction with the user interface, the at least one instance of the organization hierarchy to include a plurality of nodes, and specify an effective period for the instance of the time-based organization hierarchy by defining a start date and an end date. The user may also define a territory to correspond to each of the plurality of nodes in the organization hierarchy. In one embodiment, the territory may include at least one position and an assignment rule, the position having a corresponding quota.
摘要翻译：本文公开了一种用于定义和管理基于时间的组织层级的方法，系统和制品。在一个实施例中，可以在客户端上生成包括被配置为接收用户输入以定义和/或管理基于时间的组织层次结构的一个或多个实例的多个用户界面显示器的用户界面。然后，用户可以通过与用户界面的交互来定义组织层次结构的至少一个实例以包括多个节点，并通过定义开始日期来指定基于时间的组织层次结构的实例的有效期，结束日期。用户还可以定义与组织层次结构中的多个节点中的每一个相对应的区域。在一个实施例中，领土可以包括至少一个位置和分配规则，该位置具有对应的配额。

7. 发明申请

US20080046834A1 TASK BASED USER INTERFACE 有权
标题翻译：基于任务的用户界面
公开(公告)号：US20080046834A1
公开(公告)日：2008-02-21
申请号：US11931305
申请日：2007-10-31
申请人： Jai Yu , Karn Choi , Stephan Brunner , Do Ra , Guo Lam , Aibek Musaev , Ashley Stirrup , Tarri Furlong , Yong Li
发明人： Jai Yu , Karn Choi , Stephan Brunner , Do Ra , Guo Lam , Aibek Musaev , Ashley Stirrup , Tarri Furlong , Yong Li
IPC分类号： G06F3/048
CPC分类号： G06Q10/10 , G06Q10/06316
摘要： A facility for guiding users through a series of steps or tasks, often associated with a process, is described. The facility assigns tasks or steps to users having roles identified with the task or step. The role associated with the task or step may change depending on the state of the task or step. When the role associated with a task or step changes, the facility may assign the task or step to another user. The facility guides a user through a task or step by providing instructions and other information, such as data tables and user input fields, that may be used to complete the task or step. The facility provides for the definition of processes by allowing users to specify tasks, steps and instructions relating to processes.
摘要翻译：描述了通常与过程相关联的一系列步骤或任务的指导用户的设施。该设施为任务或步骤识别角色的用户分配任务或步骤。与任务或步骤相关联的角色可能会根据任务或步骤的状态而改变。当与任务或步骤相关联的角色发生变化时，设备可以将任务或步骤分配给另一个用户。该设施通过提供可用于完成任务或步骤的指令和其他信息（例如数据表和用户输入字段）来引导用户完成任务或步骤。该设施通过允许用户指定与过程相关的任务，步骤和指令来规定流程的定义。

8. 发明申请

US20070219879A1 System and method for automatically generating expense reports 审中-公开
标题翻译：自动生成费用报表的系统和方法
公开(公告)号：US20070219879A1
公开(公告)日：2007-09-20
申请号：US10769117
申请日：2004-01-29
申请人： Tarri Furlong , Sou-Yen Yeh
发明人： Tarri Furlong , Sou-Yen Yeh
IPC分类号： G07F19/00
CPC分类号： G06Q10/00 , G06Q40/12
摘要： A system and method for enabling a user to automatically generate an expense report is provided. The system and method enable a user to track daily activities and tasks that can be associated with expenses. When the user desires to generate an expense report, the expenses associated with activities and tasks are collected into an expense report that is generated automatically. According to the present invention, daily activities and tasks are represented by activity item types, instances of which are activity items, and are associated with expenses. Expenses are represented by expense item types, instances of which are expense items. Through the association of activity items and expense items, expense reports can be generated automatically. An exemplary method of generating an expense report according to an embodiment of the invention includes providing a user with a list of activity item types, receiving a signal indicating an activity item, associating the activity item with an expense item, and generating an expense report including the expense item.
摘要翻译：提供了一种用于使用户自动生成费用报告的系统和方法。系统和方法使用户能够跟踪与费用相关联的日常活动和任务。当用户希望生成费用报告时，将与活动和任务相关联的费用收集到自动生成的费用报告中。根据本发明，日常活动和任务由活动项目类型表示，其实例是活动项目，并与费用相关联。费用由费用项目类型表示，其实例是费用项目。通过活动项目和费用项目的关联，可以自动生成费用报告。根据本发明的实施例的生成费用报告的示例性方法包括向用户提供活动项目类型的列表，接收指示活动项目的信号，将活动项目与费用项目相关联，以及生成费用报告，包括费用项目。

9. 发明申请

US20070055939A1 Methods and apparatus for automatically generating presentations 有权
标题翻译：自动生成演示文稿的方法和设备
公开(公告)号：US20070055939A1
公开(公告)日：2007-03-08
申请号：US09725750
申请日：2000-11-30
申请人： Tarri Furlong , Wan Lee
发明人： Tarri Furlong , Wan Lee
IPC分类号： G06F17/00
CPC分类号： G06Q10/10
摘要： Systems and methods for generating slide presentations enable a user (e.g., a sales professional) to generate presentations tailored to a specific presentation target (e.g., a potential customer) with the click of a button. An exemplary method includes: collecting information relating to a number of presentation targets; creating a number of presentation definition templates, each presentation definition template including a number of slide descriptions, certain of the slide descriptions including information placeholders; and generating a slide presentation for the particular presentation target in accordance with the slide descriptions of a selected one of the presentation definition templates, wherein collected information relating to the particular presentation target is substituted for the information place holders in the slide descriptions of the selected one of the presentation definition templates.
摘要翻译：用于生成幻灯片呈现的系统和方法使得用户（例如，销售专业人员）能够通过点击按钮来生成针对特定呈现目标（例如，潜在客户）定制的演示文稿。一种示例性方法包括：收集与多个呈现目标有关的信息; 创建多个表示定义模板，每个表示定义模板包括多个幻灯片描述，某些幻灯片描述包括信息占位符; 以及根据所选择的一个呈现定义模板的幻灯片描述，为特定呈现目标生成幻灯片呈现，其中与特定呈现目标有关的收集的信息被替换为所选择的一个的幻灯片描述中的信息占位符的演示定义模板。

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