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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

US20070208607A1 Method for forecasting and revenue management 有权
标题翻译：预测和收入管理方法
公开(公告)号：US20070208607A1
公开(公告)日：2007-09-06
申请号：US10007730
申请日：2001-11-09
申请人： Prasanna Amerasinghe , Alexander Goldstein , Brian Groves , Michael Li , Yee Lee , Frank Yucheng Hu
发明人： Prasanna Amerasinghe , Alexander Goldstein , Brian Groves , Michael Li , Yee Lee , Frank Yucheng Hu
IPC分类号： G07G1/00
CPC分类号： G06Q40/02 , G06Q10/0637 , G06Q30/0202
摘要： A method and system that enables users to generate and manage forecasts through an integrated software tool. Forecast administrators are enabled to create forecast series data that define a forecast's structure and provide search criteria that is used in generating forecasts. These data also define who may participate in creating forecasts, and their relative position in an organization's hierarchy. Users are also enabled to enter a variety of forecast data that are stored by the system. Various forecast data are then retrieved corresponding to the user, applicable subordinates, and parameters defined by the forecast series. Users may then fine-tune their forecasts and submit their forecasts to their managers. The managers are enabled to adjust and roll up their subordinate's forecasts to produce their own forecasts. This process may be recursively applied while moving up through various layers of management defined by the organization's hierarchy.
摘要翻译：一种使用户能够通过集成软件工具生成和管理预测的方法和系统。预测管理员可以创建预测系列数据，定义预测结构，并提供用于生成预测的搜索条件。这些数据还定义了谁可以参与创建预测，以及他们在组织层次结构中的相对位置。用户还可以输入系统存储的各种预测数据。然后根据预测系列定义的用户，可应用的下属和参数检索各种预测数据。用户可能会对其预测进行微调，并将其预测提交给其经理。管理人员可以调整和累积其下属的预测，以产生自己的预测。该过程可以递归地应用，同时向上移动通过由组织的层次结构定义的各种管理层。

8. 发明申请

US20070198320A1 Method and system for automatically generating forecasts 有权
标题翻译：自动生成预测的方法和系统
公开(公告)号：US20070198320A1
公开(公告)日：2007-08-23
申请号：US10731418
申请日：2003-12-09
申请人： Stratton Lloyd , Alexander Goldstein
发明人： Stratton Lloyd , Alexander Goldstein
IPC分类号： G06F17/30
CPC分类号： G06Q30/02 , G06Q30/0201 , G06Q30/0202
摘要： A method and system for defining and generating forecasts. The forecast system receives a forecast definition from a user, generates a forecast in accordance with the forecast definition, stores a forecast snapshot of the generated forecast, and presents to users forecast information derived from the forecast snapshots. A forecast definition specifies the participants to be included in a forecast and when to generate the forecast. At the scheduled time, the forecast system automatically generates the forecast and stores the forecast snapshot.
摘要翻译：一种用于定义和产生预测的方法和系统。预测系统从用户接收预测定义，根据预测定义生成预测，存储生成的预测的预测快照，并向用户呈现从预测快照导出的预测信息。预测定义指定要包括在预测中的参与者以及何时生成预测。在预定时间，预报系统自动生成预测并存储预测快照。

9. 发明申请

US20120109712A1 METHOD AND SYSTEM FOR AUTOMATICALLY GENERATING FORECASTS 有权
标题翻译：用于自动生成预测的方法和系统
公开(公告)号：US20120109712A1
公开(公告)日：2012-05-03
申请号：US13299994
申请日：2011-11-18
申请人： Stratton C. Lloyd , Alexander Goldstein
发明人： Stratton C. Lloyd , Alexander Goldstein
IPC分类号： G06Q30/02
CPC分类号： G06Q30/02 , G06Q30/0201 , G06Q30/0202
摘要： A method and system for defining and generating forecasts. The forecast system receives a forecast definition from a user, generates a forecast in accordance with the forecast definition, stores a forecast snapshot of the generated forecast, and presents to users forecast information derived from the forecast snapshots. A forecast definition specifies the participants to be included in a forecast and when to generate the forecast. At the scheduled time, the forecast system automatically generates the forecast and stores the forecast snapshot.
摘要翻译：一种用于定义和产生预测的方法和系统。预测系统从用户接收预测定义，根据预测定义生成预测，存储生成的预测的预测快照，并向用户呈现从预测快照导出的预测信息。预测定义指定要包括在预测中的参与者以及何时生成预测。在预定时间，预报系统自动生成预测并存储预测快照。

10. 发明授权

US07761324B2 Forecasting and revenue management system 有权
标题翻译：预测和收入管理系统
公开(公告)号：US07761324B2
公开(公告)日：2010-07-20
申请号：US10008254
申请日：2001-11-09
申请人： Prasanna Amerasinghe , Alexander Goldstein , Brian Groves , Michael Z. Li , Yee Wah Lee , Frank Yucheng Hu
发明人： Prasanna Amerasinghe , Alexander Goldstein , Brian Groves , Michael Z. Li , Yee Wah Lee , Frank Yucheng Hu
IPC分类号： G06F17/30
CPC分类号： G06Q30/02 , G06Q10/063 , G06Q30/0202
摘要： A system that enables users to generate and manage forecasts through an integrated software tool. Forecast administrators are enabled to create forecast series data that define a forecast's structure and provide search criteria that is used in generating forecasts. These data also define who may participate in creating forecasts, and their relative position in an organization's hierarchy. Users are also enabled to enter a variety of forecast data that are stored by the system. Various forecast data are then retrieved corresponding to the user, applicable subordinates, and parameters defined by the forecast series. Users may then fine-tune their forecasts and submit their forecasts to their managers. The managers are enabled to adjust and roll up their subordinate's forecasts to produce their own forecasts. This process may be recursively applied while moving up through various layers of management defined by the organization's hierarchy.
摘要翻译：一种使用户能够通过集成软件工具生成和管理预测的系统。预测管理员可以创建预测系列数据，定义预测结构，并提供用于生成预测的搜索条件。这些数据还定义了谁可以参与创建预测，以及他们在组织层次结构中的相对位置。用户还可以输入系统存储的各种预测数据。然后根据预测系列定义的用户，适用的下属和参数检索各种预测数据。用户可能会对其预测进行微调，并将其预测提交给其经理。管理人员可以调整和累积其下属的预测，以产生自己的预测。该过程可以递归地应用，同时向上移动通过由组织的层次结构定义的各种管理层。

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