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1. 发明授权

US07925513B2 Framework for processing sales transaction data 有权
标题翻译：处理销售交易数据的框架
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。

2. 发明授权

US07904326B2 Method and apparatus for performing collective validation of credential information 有权
标题翻译：用于执行凭证信息的集体验证的方法和装置
公开(公告)号：US07904326B2
公开(公告)日：2011-03-08
申请号：US09896144
申请日：2001-06-29
申请人： Shari Gharavy
发明人： Shari Gharavy
IPC分类号： G06Q40/00 , G06F17/30
CPC分类号： G06Q30/0214 , G06Q10/0637 , G06Q10/06398 , G06Q20/40 , G06Q30/018 , G06Q30/02 , G06Q40/12
摘要： An embodiment of the invention comprises a method and apparatus for performing collective validation of credential information. The invention has applicability in industries that require sales agents or those related to the distribution of a certain product to be credentialed (e.g., licensed and/or appointed) when selling certain products (e.g., life insurance, etc . . . ). For example, in order to sell some financial instruments sales representatives must meet state and/or federal licensing requirements. Embodiments of the invention provide a way to ensure that sales representatives operate within any regulatory constraints put in place by government or any other organization. Companies may, for instance, utilize embodiments of the invention to ensure that sales representatives operate within a set of defined constraints. One aspect of the invention provides a method for validating sales agents' credentials while processing the sales transaction data to determine commission amounts. The system is configured to perform such transaction processing in an efficient manner that minimizes the amount of computational resources required to determine whether a sales agent has valid credential at the time of a particular sale and is therefore entitled to compensation (e.g., a commission) for the sale.
摘要翻译：本发明的实施例包括用于执行凭证信息的集体验证的方法和装置。本发明在销售某些产品（例如人寿保险等）时，在需要销售代理人或某些产品的分发（例如，许可和/或指定）的情况下的行业适用。例如，为了销售一些金融工具，销售代表必须符合州和/或联邦许可要求。本发明的实施例提供了一种确保销售代表在政府或任何其他组织实施的任何监管约束下运作的方式。例如，公司可以利用本发明的实施例来确保销售代表在一组定义的约束内操作。本发明的一个方面提供了一种在处理销售交易数据以确定佣金金额时验证销售代理凭证的方法。该系统被配置为以有效的方式执行这种事务处理，以最小化在特定销售时确定销售代理是否具有有效证书所需的计算资源的数量，并因此有权获得（例如，佣金）打折。

3. 发明授权

US10475117B2 Method and apparatus for processing sales transaction data 有权
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.

4. 发明授权

US09076127B2 Method and system for managing distributor information 有权
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.

5. 发明授权

US07269788B2 Extensibility and usability of document and data representation languages 有权
标题翻译：文件和数据表示语言的可扩展性和可用性
公开(公告)号：US07269788B2
公开(公告)日：2007-09-11
申请号：US09896140
申请日：2001-06-29
申请人： Shari Gharavy
发明人： Shari Gharavy
IPC分类号： G06N3/00
CPC分类号： G06F17/2247 , G06F17/227
摘要： An application's XML parser requiring XML files conforming to a very simple DTD requires a user to create a verbose and very redundant XML input file. The verbose XML file is usually prone to errors if created by a novice user, or an entity not involved in the initial creation of the application and its parser. Thus, the present invention creates an input XML file conforming to the simple DTD from a grammar rich XML file provided by the user. The grammar rich XML file requires a complex DTD for transformation. The complex DTD may also be prone to error if created by the user, therefore, the complex DTD file is automatically created from a schema definition provided by the user, or an agency of the user. The user or an agent of the user defines a schema for the desired grammar level, and then through a series of XSL transformations, the complex DTD file is created. Also, a stylesheet used for transforming the user's grammar rich XML file is automatically created. The grammar rich XML file provided by the user conforms to the automatically created complex DTD file. Thus, the grammar used in defining the user interface to an application is extensible without any requirement to enrich and recompile the application's XML parser.
摘要翻译：应用程序的XML解析器需要符合非常简单的DTD的XML文件，需要用户创建冗长且非常冗余的XML输入文件。详细的XML文件通常由新手用户或不涉及初始创建应用程序及其解析器的实体创建时容易出错。因此，本发明根据用户提供的语法丰富的XML文件创建符合简单DTD的输入XML文件。语法丰富的XML文件需要一个复杂的DTD进行转换。如果由用户创建复杂DTD也可能会出现错误，因此，复合DTD文件是由用户或用户代理提供的模式定义自动创建的。用户或用户的代理定义所需语法级别的模式，然后通过一系列XSL转换，创建复合DTD文件。此外，自动创建用于转换用户富语言XML文件的样式表。用户提供的语法丰富的XML文件符合自动创建的复杂DTD文件。因此，用于定义应用程序的用户界面的语法是可扩展的，无需丰富和重新编译应用程序的XML解析器。

6. 发明授权

US09058610B2 Method and apparatus for performing collective validation of credential information 有权
标题翻译：用于执行凭证信息的集体验证的方法和装置
公开(公告)号：US09058610B2
公开(公告)日：2015-06-16
申请号：US13022069
申请日：2011-02-07
申请人： Shari Gharavy
发明人： Shari Gharavy
IPC分类号： G06F7/00 , G06Q30/02 , G06Q10/06 , G06Q20/40 , G06Q30/00 , G06Q40/00
CPC分类号： G06Q30/0214 , G06Q10/0637 , G06Q10/06398 , G06Q20/40 , G06Q30/018 , G06Q30/02 , G06Q40/12
摘要： An embodiment of the invention comprises a method and apparatus for performing collective validation of credential information. The invention has applicability in industries that require sales agents or those related to the distribution of a certain product to be credentialed (e.g., licensed and/or appointed) when selling certain products (e.g., life insurance, etc. . . . ). For example, in order to sell some financial instruments sales representatives must meet state and/or federal licensing requirements. Embodiments of the invention provide a way to ensure that sales representatives operate within any regulatory constraints put in place by government or any other organization. Companies may, for instance, utilize embodiments of the invention to ensure that sales representatives operate within a set of defined constraints. One aspect of the invention provides a method for validating sales agents' credentials while processing the sales transaction data to determine commission amounts. The system is configured to perform such transaction processing in an efficient manner that minimizes the amount of computational resources required to determine whether a sales agent has valid credential at the time of a particular sale and is therefore entitled to compensation (e.g., a commission) for the sale.
摘要翻译：本发明的实施例包括用于执行凭证信息的集体验证的方法和装置。本发明适用于在销售某些产品（例如人寿保险等）时需要销售代理人或某些产品的分销（例如，许可和/或委托）的行业。例如，为了销售一些金融工具，销售代表必须符合州和/或联邦许可要求。本发明的实施例提供了一种确保销售代表在政府或任何其他组织实施的任何监管约束下运作的方式。例如，公司可以利用本发明的实施例来确保销售代表在一组定义的约束内操作。本发明的一个方面提供了一种在处理销售交易数据以确定佣金金额时验证销售代理凭证的方法。该系统被配置为以有效的方式执行这种事务处理，以最小化在特定销售时确定销售代理是否具有有效证书所需的计算资源的数量，并因此有权获得（例如，佣金）打折。

7. 发明授权

US08943481B2 Method and apparatus for extensibility of user interface binding definitions 有权
标题翻译：用户界面绑定定义的可扩展性的方法和装置
公开(公告)号：US08943481B2
公开(公告)日：2015-01-27
申请号：US13457285
申请日：2012-04-26
申请人： Shari Gharavy , Brian L. Blount
发明人： Shari Gharavy , Brian L. Blount
IPC分类号： G06F9/45
CPC分类号： G06F17/227 , G06F8/51 , G06F17/2247 , G06F17/24 , G06F17/274
摘要： Embodiments create a binding specifications file that is compatible with a user interface application from a grammar rich XML file. The grammar rich XML file uses a complex DTD for transformation. The complex DTD may be prone to error if created by the user, therefore, the complex DTD file is automatically created from a schema definition provided by the user or user's agent. The user or user's agent defines a schema for the desired grammar level. Through a series of XSL transformations, the complex DTD file is created. Also, a stylesheet used for transforming the grammar rich XML file is automatically created. The grammar rich XML file provided by the user conforms to the automatically created complex DTD file. Thus, the grammar used in defining bindings of a user interface application is extensible without any requirement to enrich and recompile the application anytime an extension of the language is desired.
摘要翻译：实施例创建一个与语法丰富的XML文件与用户界面应用程序兼容的绑定规范文件。语法丰富的XML文件使用复杂的DTD进行转换。如果由用户创建复杂DTD可能会出现错误，因此，复杂DTD文件是由用户或用户代理提供的模式定义自动创建的。用户或用户的代理定义所需语法级别的模式。通过一系列XSL转换，创建复杂的DTD文件。此外，自动创建用于转换语法丰富的XML文件的样式表。用户提供的语法丰富的XML文件符合自动创建的复杂DTD文件。因此，用于定义用户界面应用程序的绑定的语法是可扩展的，而不需要在需要语言扩展的情况下丰富和重新编译应用程序。

8. 发明授权

US07958024B2 Method and apparatus for processing sales transaction data 有权
标题翻译：处理销售交易数据的方法和装置
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。

9. 发明申请

US20110125635A1 METHOD AND SYSTEM FOR MANAGING DISTRIBUTOR INFORMATION 有权
标题翻译：管理分销商信息的方法和系统
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。

10. 发明授权

US07908304B2 Method and system for managing distributor information 有权
标题翻译：管理分销商信息的方法和系统
公开(公告)号：US07908304B2
公开(公告)日：2011-03-15
申请号：US09810514
申请日：2001-03-15
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： G06F17/30
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。

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