Method for presenting account information to a user

• US 20020161706A1
• Filed: 04/24/2002
• Published: 10/31/2002
• Est. Priority Date: 04/25/2001
• Status: Abandoned Application

• Current Assignee: Mss*Group
• Original Assignee: Mss*Group
• Inventors: Deutch, Michael, Brinskele, Ed
• Application Number:
  US10/128,488
• Publication Number:
  US 20020161706A1
• Time in Patent Office: Days
• US Class Current: 705/41
• CPC Class Codes: G06Q 20/105 involving programming of a portable memory device, e.g. IC cards, "electronic purses"
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: H04M 15/00 Arrangements for metering, time-control or time indication ; Metering, charging or billing arrangements for voice wireline or wireless communications, e.g. VoIP
• CPC Class Codes: H04M 15/44 Augmented, consolidated or itemized billing statement or bill presentation
• CPC Class Codes: H04M 15/68 Payment of value-added services
• CPC Class Codes: H04M 15/745 Customizing according to wishes of subscriber, e.g. friends or family
• CPC Class Codes: H04M 15/7655 shared by technologies
• CPC Class Codes: H04M 15/772 per service, e.g. prepay or post-pay
• CPC Class Codes: H04M 15/773 per technology, e.g. PSTN or wireless
• CPC Class Codes: H04M 2215/0104 Augmented, consolidated or itemised billing statement, e.g. additional billing information, bill presentation, layout, format, e-mail, fax, printout, itemised bill per service or per account, cumulative billing, consolidated billing
• CPC Class Codes: H04M 2215/0108 Customization according to wishes of subscriber, e.g. customer preferences, friends and family, selecting services or billing options, Personal Communication Systems [PCS]
• CPC Class Codes: H04M 2215/0168 On line or real-time flexible customization or negotiation according to wishes of subscriber
• CPC Class Codes: H04M 2215/0176 Billing arrangements using internet
• CPC Class Codes: H04M 2215/0196 Payment of value-added services, mainly when their charges are added on the telephone bill, e.g. payment of non-telecom services, e-commerce, on-line banking
• CPC Class Codes: H04M 2215/725 Shared by technologies, e.g. one account for different access technologies
• CPC Class Codes: H04M 2215/7263 per service, e.g. prepay and post-pay
• CPC Class Codes: H04M 2215/7268 per technology, e.g. PSTN or wireless

Abstract

A user interface and related methods enable a customer to manage multiple products and/or multiple providers for multiple locations via a single account statement. A graphical user interface consistent with the present invention presents the account statement as a “dashboard” view of a customer'"'"'s account activities. The dashboard view presents account information across multiple products and/or multiple providers. The present invention also provides a simple way for a customer to navigate from this high level of detail into more specific account information for a given product and/or provider.

Claims

1. A method of presenting account information to a customer on a browser running on a client computer, comprising the steps of:

collecting product information relating to a set of products provided by a plurality of providers to the customer;

receiving a request for a document containing product information about the set of products provided to the customer, the request including a designation of at least one account in a hierarchy of customer accounts;

combining the product information relating to the set of products to create the document with an account statement for the customer; and

displaying the document on the browser on the client computer, the document containing the account statement.

2. The method of claim 1, further comprising the steps of:

receiving an update request for an updated document containing product information about an updated set of products provided to the customer;

combining the product information relating to the updated set of products to create the updated document with an updated account statement for the customer; and

displaying the updated document on the browser on the client computer, the updated document containing the updated account statement.

3. The method of claim 1, wherein the designation of at least one account in the hierarchy of customer accounts designates all accounts of the customer.

4. The method of claim 1, wherein the designation of at least one account in the hierarchy of customer accounts designates a subset of accounts of the customer.

5. The method of claim 1, wherein the designation of at least one account in the hierarchy of customer accounts designates one account of the customer.

6. The method of claim 1, wherein the hierarchy of customer accounts is defined by the customer.

7. The method of claim 1, wherein the request further includes a request for account alerts corresponding to the set of products.

8. The method of claim 1, wherein the request further includes a request for account snapshots corresponding to the set of products.

9. The method of claim 1, wherein the request further includes a request for account trends corresponding to the set of products.

10. The method of claim 1, wherein the request further includes a request for service requests corresponding to the set of products.

11. The method of claim 1, wherein the request further includes a request for a billing overview corresponding to the set of products.

12. The method of claim 1, wherein the request further includes a request for usage data corresponding to the set of products.

13. The method of claim 1, wherein the request further includes a request for operational status data corresponding to the set of products.

14. The method of claim 1, wherein the request further includes a request for real-time data corresponding to the set of products.

16. The method of claim 15, further comprising the steps of:

receiving an update request for an updated document containing product information about an updated set of telecommunications products provided to the customer, the update request using the wireless protocol;

combining the product information relating to the updated set of telecommunications products to create the updated document with an updated account statement for the customer; and

displaying the updated document on the wireless device using the wireless protocol, the updated document containing the updated account statement.

17. The method of claim 15, wherein the wireless protocol is Wireless Application Protocol (WAP).

18. The method of claim 15, wherein the wireless device is a wireless phone.

19. The method of claim 15, wherein the wireless device is a personal digital assistant.

20. The method of claim 15, wherein the wireless device is a pager.

15. A method for presenting telecommunications account information to a customer, the customer using a program running on a wireless device, comprising the steps of:

collecting product information relating to a set of telecommunications products provided by a plurality of providers to the customer;

receiving a request for a document containing product information about the set of telecommunications products provided to the customer, the request using a wireless protocol;

combining the product information relating to the set of telecommunications products to create the document with an account statement for the customer; and

displaying the document on the wireless device using the wireless protocol, the document containing the account statement.

21. A method of presenting account information to a customer on a program running on a wireless device, comprising the steps of:

collecting product information relating to a product provided by a provider to the customer;

receiving a request for a document containing product information about the product provided to the customer, the request including a designation of at least one account in a hierarchy of customer accounts and the request using a wireless protocol;

combining the product information relating to the product to create the document with an account statement for the customer; and

displaying the document on the wireless device using the wireless protocol, the document containing the account statement.

22. The method of claim 21, further comprising the steps of:

receiving an update request for an updated document containing product information about an updated set of products provided to the customer, the update request using the wireless protocol.

combining the product information relating to the updated set of products to create the updated document with an updated account statement for the customer; and

displaying the updated document on the wireless device using the wireless protocol, the updated document containing the updated account statement.

23. The method of claim 21, wherein the designation of at least one account in the hierarchy of customer accounts designates all accounts of the customer.

24. The method of claim 21, wherein the designation of at least one account in the hierarchy of customer accounts designates a subset of accounts of the customer.

25. The method of claim 21, wherein the designation of at least one account in the hierarchy of customer accounts designates one account of the customer.

26. The method of claim 21, wherein the hierarchy of customer accounts is defined by the customer.

27. The method of claim 21, wherein the request further includes a request for account alerts corresponding to the set of products.

28. The method of claim 21, wherein the request further includes a request for account snapshots corresponding to the set of products.

29. The method of claim 21, wherein the request further includes a request for account trends corresponding to the set of products.

30. The method of claim 21, wherein the request further includes a request for service requests corresponding to the set of products.

31. The method of claim 21, wherein the request further includes a request for a billing overview corresponding to the set of products.

32. The method of claim 21, wherein the request further includes a request for usage data corresponding to the set of products.

33. The method of claim 21, wherein the request further includes a request for operational status data corresponding to the set of products.

34. The method of claim 21, wherein the request further includes a request for real-time data corresponding to the set of products.

35. The method of claim 21, wherein the wireless protocol is Wireless Application Protocol (WAP).

36. The method of claim 21, wherein the wireless device is a wireless phone.

37. The method of claim 21, wherein the wireless device is a personal digital assistant.

38. The method of claim 21, wherein the wireless device is a pager.

40. The user interface of claim 39, wherein the subset selected by the customer using the sixth component dictates the data displayed in the first, second, third, fourth, fifth, and eighth components.

41. The user interface of claim 39, wherein the subset of products selected by the customer using the sixth component includes all products provided to the customer by the plurality of providers.

42. The user interface of claim 39, wherein the user interface is displayed on a single screen on the client computer.

39. A user interface for presenting account information to a customer on a browser running on a client computer, comprising:

a first component including a set of account alerts corresponding to one or more products of the customer, the products provided by one of a plurality of providers;

a second component including a set of account snapshots for presenting data about the one or more products;

a third component including a summary of account trends indicating current and prior costs corresponding to the one or more products;

a fourth component including a list of the one or more products;

a fifth component including a list of service requests for one or more of the products and the status of each of the listed service requests;

a sixth component enabling the customer to select a subset of the products;

a seventh component enabling the customer to select a new user interface to be displayed;

an eighth component enabling the customer to search the user interface;

a ninth component including a billing overview for the one or more products;

a tenth component including contact information for a service representative; and

an eleventh component including news items related to the one or more products.

43. A user interface for presenting telecommunications account information to a customer having a hierarchy of telecommunications accounts defined by the customer, the user interface presented to the customer on a browser running on a client computer, comprising:

an account input component for receiving a designation of an account in the hierarchy of telecommunications accounts;

an information type input component for receiving a type of information to be displayed; and

a display component for displaying the type of information corresponding to the designated at least one account received by the account input component.

44. The user interface of claim 43, wherein the designation of at least one account designates all of the accounts in the hierarchy of telecommunications accounts.

45. The user interface of claim 43, wherein the designation of at least one account designates a subset of the accounts in the hierarchy of telecommunications accounts.

46. The user interface of claim 43, wherein the designation of at least one account designates one of the accounts in the hierarchy of telecommunications accounts.

47. The user interface of claim 43, wherein the type of information to be displayed includes an account alert.

48. The user interface of claim 43, wherein the type of information to be displayed includes an account snapshot.

49. The user interface of claim 43, wherein the type of information to be displayed includes account trends.

50. The user interface of claim 43, wherein the type of information to be displayed includes a service request.

51. The user interface of claim 43, wherein the type of information to be displayed includes a billing overview.

52. A method for presenting communications account information to a customer having a plurality of accounts, comprising the steps of:

receiving a request for a communications product from the customer, the request including a designation of at least one of the plurality of accounts, sending the request to one of a plurality of providers for provision of the communications product, and

collecting product information relating to the communications product from the provider of the communications product;

combining the product information relating to the communications product to create an account statement for the customer; and

displaying the account statement to the customer.

53. The method of claim 52, wherein the product information relating to the communications product includes a status of providing the communications product to the customer.

54. The method of claim 52, wherein the product information relating to the communications product includes costs due to the provider for provision of the communications product to the customer.

55. The method of claim 52, wherein the product information relating to the communications product includes a status of removing the communications product from the customer.

56. The method of claim 52, wherein the product information relating to the communications product includes a status of changing the communications product.

57. The method of claim 53, wherein the account statement includes the status of providing the communications product to the customer.

58. The method of claim 54, wherein the account statement includes the costs due to the provider.

59. The method of claim 55, wherein the account statement includes the status of removing the communications product from the customer.

60. The method of claim 56, wherein the account statement includes the status of changing the communications product.

61. The method of claim 52, wherein the account statement corresponds to a plurality of accounts.

62. The method of claim 52, wherein the account statement corresponds to a plurality of communications products.

63. The method of claim 52, further comprising the steps of:

receiving a service request relating to the communications product from the customer; and

sending the service request to the provider that provides the communications product to the customer.

64. The method of claim 63, wherein the account statement includes a status of the service request.

65. The method of claim 63, wherein the service request is an add order.

66. The method of claim 63, wherein the service request is a change order.

67. The method of claim 63, wherein the service request is a remove order.

68. The method of claim 63, wherein the service request is a repair order.

69. The method of claim 63, wherein the service request is a query.

70. The method of claim 52, further comprising the steps of:

generating a service request relating to the communications product for the customer in response to an event;

sending the service request to the provider that provides the communications product to the customer; and

notifying the customer of the service request.

71. The method of claim 70, wherein the event is a failure of the communications product.

72. The method of claim 70, further comprising the step of:

receiving notice of the event from a network monitoring system.

73. The method of claim 70, further comprising the step of:

receiving notice of the event from the provider that provides the communications product to the customer.

74. The method of claim 70, wherein the service request is an add order.

75. The method of claim 70, wherein the service request is a change order.

76. The method of claim 70, wherein the service request is a remove order.

77. The method of claim 70, wherein the service request is a repair order.

78. The method of claim 70, wherein the service request is a query.