Multi-provider funeral plan web site and administration thereof

• US 20030004829A1
• Filed: 04/09/2002
• Published: 01/02/2003
• Est. Priority Date: 04/09/2001
• Status: Abandoned Application

• Current Assignee: Forethought Financial Services, Inc. (Global Atlantic Financial Group Ltd.)
• Original Assignee: Forethought Financial Services, Inc. (Global Atlantic Financial Group Ltd.)
• Inventors: Siebert, Dennis L., Aylor, Shannan Kristine, Myers, Rachel Elizabeth, Torres, Efrain
• Application Number:
  US10/119,208
• Publication Number:
  US 20030004829A1
• Time in Patent Office: Days
• US Class Current: 705/26
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0207 Discounts or incentives, e.g. coupons or rebates
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 30/0613 Third-party assisted
• CPC Class Codes: G06Q 30/0641 Shopping interfaces
• CPC Class Codes: G06Q 99/00 Subject matter not provided for in other groups of this subclass

Abstract

Internet-based technology is utilized to provide a funerary-related web site such as a funeral planner web site for use in planning a funeral or other memorial service online on behalf of one or more funerary service providers such as funeral homes. Custom-tailored web sites are supported for multiple funerary service providers, with a significant degree of customization supported for both look and feel and provider-specific product and service offerings. Moreover, through the use of several unique administration functions, self-configuration of a funerary service provider'"'"'s custom web site is facilitated, even for users having limited computer and Internet skills.

Claims

1. An apparatus, comprising:

(a) a database storing item information regarding a plurality of funerary items;

(b) a plurality of provider profile data structures respectively configured to define at least one provider catalog for each of a plurality of funerary service providers, each provider profile data structure identifying a subset of the plurality of funerary items from the database to be included in the provider catalog defined thereby, each provider profile data structure further identifying provider-specific pricing information for at least a subset of the funerary items identified in the provider catalog defined thereby; and

(c) program code configured to access the provider catalog for each funerary service provider by accessing the provider profile data structure associated with such funerary service provider.

2. The apparatus of claim 1, wherein at least one provider profile data structure further identifies for the provider catalog defined thereby at least one additional provider-specific funerary item that is not stored in the database.

3. The apparatus of claim 1, wherein the program code comprises funeral planner program code configured to interact with a customer to create a funeral plan for that customer, the funeral planner program code configured to access the provider catalog for a first funerary service provider to display a portion of the provider catalog to the customer after selection of the first funerary service provider by the customer.

4. The apparatus of claim 3, wherein selection of the first funerary service provider is made by the customer in response to a search of funerary service providers.

5. The apparatus of claim 3, wherein selection of the first funerary service provider is made by the customer in response to contacting a funeral plan web site via a link from a web site for the first funerary service provider.

6. The apparatus of claim 3, wherein the program code comprises administration program code configured to modify the provider profile data structure for a first funerary service provider in response to user input from an authorized user for the first funerary service provider.

7. The apparatus of claim 1, wherein the provider profile data structure for a first funerary service provider includes an offering data structure that identifies an item stored in the database, the offering data structure further including provider-specific name and description fields to be displayed in lieu of name and description information stored in the database for the item.

8. The apparatus of claim 1, wherein the provider-specific pricing information identified in the provider profile data structure for a first funerary service provider is associated with at least one of a start date and an end date.

9. The apparatus of claim 1, wherein the provider profile data structure for a first funerary service provider further identifies at least one package, the package identifying a subset of items from the provider catalog defined by the provider profile data structure, and a package price for the subset of items from the provider catalog.

10. The apparatus of claim 9, wherein the provider profile data structure for the first funerary service provider identifies a plurality of packages, and wherein the program code is further configured to access the provider profile data structure for the first funerary service provider during creation of a funeral plan for a customer, and generate therefrom a list of packages for selection by the customer for incorporation into the funeral plan.

11. The apparatus of claim 9, wherein the program code is further configured to access the provider profile data structure for the first funerary service provider when creating or modifying the package in response to user input from an authorized user for the first funerary service provider.

12. The apparatus of claim 9, wherein at least one item from the subset of items identified by the package is identified in the provider profile data structure for the first funerary service provider as being displayable only in connection with the package such that the item is not separately selectable by a customer when viewing the provider catalog for the first funerary service provider.

13. The apparatus of claim 9, wherein the provider profile data structure for the first funerary service provider further identifies a discount from which the package price is derived from the provider-specific pricing information for the subset of items identified for the package.

14. The apparatus of claim 9, wherein the package identifies at least one item classification such that a customer is permitted to obtain any of a plurality of items matching the item classification for inclusion in the package.

15. The apparatus of claim 14, wherein the package further identifies at least one default item for the item classification.

16. The apparatus of claim 1, wherein at least one provider catalog identifies a funerary product and a funerary service.

17. The apparatus of claim 1, wherein the provider profile data structure for a first funerary service provider identifies first and second provider catalogs, the first and second provider catalogs respectively associated with first and second groups, the first and second provider catalogs differing from one another based upon at least one of the subsets of items and provider-specific pricing information identified thereby.

18. The apparatus of claim 17, wherein the provider profile data structure for the first funerary service provider further identifies first and second locations, wherein the first and second locations are respectively associated with the first and second provider catalogs.

20. The method of claim 19, wherein at least one provider profile data structure further identifies for the provider catalog defined thereby at least one additional provider-specific funerary item that is not stored in the database.

21. The method of claim 19, wherein accessing the offering information is performed during interaction with a customer when creating a funeral plan for that customer to display a portion of the provider catalog to the customer after selection of the selected funerary service provider by the customer.

22. The method of claim 21, further comprising selecting the selected funerary service provider in response to customer input subsequent to a search of funerary service providers.

23. The method of claim 21, further comprising selecting the selected funerary service provider based upon an identifier provided in a URL.

24. The method of claim 21, wherein accessing the offering information is performed during administration of the provider profile data structure for the selected first funerary service provider in response to user input from an authorized user for the selected funerary service provider.

25. The method of claim 19, wherein the provider profile data structure for a first funerary service provider further identifies at least one package, the package identifying a subset of items from the provider catalog defined by the provider profile data structure, and a package price for the subset of items from the provider catalog.

26. The method of claim 25, wherein the provider profile data structure for the selected funerary service provider identifies a plurality of packages, the method further comprising accessing the provider profile data structure for the selected funerary service provider during creation of a funeral plan for a customer, and generating therefrom a list of packages for selection by the customer for incorporation into the funeral plan.

27. The method of claim 25, further comprising accessing the provider profile data structure for the selected funerary service provider when creating or modifying the package in response to user input from an authorized user for the selected funerary service provider.

28. The method of claim 25, wherein the package identifies at least one item classification such that a customer is permitted to obtain any of a plurality of items matching the item classification for inclusion in the package.

29. The method of claim 19, wherein the provider profile data structure for the selected funerary service provider identifies first and second provider catalogs, the first and second provider catalogs respectively associated with first and second groups, the first and second provider catalogs differing from one another based upon at least one of the subsets of items and provider-specific pricing information identified thereby.

30. The method of claim 29, wherein the provider profile data structure for the selected funerary service provider further identifies first and second locations, wherein the first and second locations are respectively associated with the first and second provider catalogs.

19. A method of accessing a selected product catalog for a selected funerary service provider among a plurality of funerary service providers, the method comprising:

(a) accessing a provider profile data structure associated with the selected funerary service provider, wherein the provider profile data structure is among a plurality of provider profile data structures, each provider profile data structure configured to define at least one provider catalog for an associated funerary service provider from among the plurality of funerary service providers, each provider profile data structure identifying for inclusion in the provider catalog defined thereby a subset of a plurality of funerary items stored in a common database, and each provider profile data structure further identifying provider-specific pricing information for at least a subset of the funerary items identified in the provider catalog defined thereby; and

(b) accessing offering information from the provider catalog for the selected funerary service provider using the provider profile data structure associated with the selected funerary service provider.

31. A program product, comprising:

(a) a plurality of provider profile data structures respectively configured to define at least one provider catalog for each of a plurality of funerary service providers, each provider profile data structure identifying a subset of a plurality of funerary items from a common database to be included in the provider catalog defined thereby, each provider profile data structure further identifying provider-specific pricing information for at least a subset of the funerary items identified in the provider catalog defined thereby;

(b) program code configured to access the provider catalog for each funerary service provider by accessing the provider profile data structure associated with such funerary service provider; and

(c) a signal bearing medium bearing the plurality of provider profile data structures and the program code.

32. An apparatus, comprising:

(a) a memory storing a plurality of provider profile data structures respectively configured to control a display configuration of a multi-provider funerary web site for each of a plurality of funerary service providers, a first provider profile data structure defining a plurality of entities falling within an organizational structure of a first funerary service provider, and defining a plurality of branding groups identifying a plurality of unique display configurations, wherein the first provider profile data structure associates each entity with a branding group from among the plurality of branding groups; and

(b) program code configured to retrieve a display configuration for a selected entity in the organizational structure of the first funerary service provider by accessing the provider profile data structure associated therewith to retrieve the display configuration associated for the branding group with which the selected entity is associated.

33. The apparatus of claim 32, wherein the first funerary service provider comprises a funeral home company, and wherein each of the plurality of entities comprises a funeral home location.

34. The apparatus of claim 32, wherein the display configuration for the branding group of the selected entity includes at least one of a style sheet and a custom logo.

35. The apparatus of claim 32, wherein the funerary web site comprises a funeral planner web site, wherein the program code comprises funeral planner program code configured to interact with a customer to create a funeral plan for that customer, the funeral planner program code configured to format at least one web page displayed to the customer during creation of the funeral plan according to the retrieved display configuration for the selected entity, after selection of the selected entity by the customer.

36. The apparatus of claim 35, wherein the program code is configured to determine the selection of the selected entity by the customer using a URL supplied to the funeral planner web site as a result of navigation by the customer to the funeral planner web site from a link on a different web site associated with the selected entity.

37. The apparatus of claim 32, wherein the program code is further configured to access the display configuration for the selected entity when creating or modifying the provider profile data structure in response to user input from an authorized user for the first funerary service provider.

39. The method of claim 38, wherein the first funerary service provider comprises a funeral home company, and wherein each of the plurality of entities comprises a funeral home location.

40. The method of claim 38, wherein the display configuration for the branding group of the selected entity includes at least one of a style sheet and a custom logo.

41. The method of claim 38, wherein the funerary web site comprises a funeral planner web site, the method further comprising receiving user input from a customer to create a funeral plan for that customer, and generating, during creation of the funeral plan, formatting at least one web page to be displayed to the customer according to the retrieved display configuration for the selected entity.

42. The method of claim 41, further comprising determining the selection of the selected entity by the customer using a URL supplied to the funeral planner web site as a result of navigation by the customer to the funeral planner web site from a link on a different web site associated with the selected entity.

43. The method of claim 38, further comprising retrieving the display configuration for the selected entity when creating or modifying the provider profile data structure in response to user input from an authorized user for the first funerary service provider.

38. A method of retrieving a display configuration for a selected entity among a plurality of entities defined in an organizational structure of a selected funerary service provider among a plurality of funerary service providers, the method comprising:

(a) accessing a selected provider profile data structure associated with the selected funerary service provider to determine a selected branding group from among a plurality of branding groups for the selected entity, wherein the provider profile data structure is among a plurality of provider profile data structures, each provider profile data structure respectively configured to control a display configuration of a multi-provider funerary web site an associated funerary service provider from among the plurality of funerary service providers, the selected provider profile data structure defining a unique display configuration for each of the plurality of branding groups, wherein the selected provider profile data structure associates each entity with a branding group from among the plurality of branding groups; and

(b) retrieving the display configuration for the selected entity by accessing the selected provider profile data structure to retrieve the display configuration associated with the selected branding group.

44. A method of creating a funeral plan, the method comprising:

(a) selecting a funeral home with which to associate a funeral plan, wherein the funeral home is among a plurality of funeral homes defined in an organizational structure for a funeral home company;

(b) accessing a provider profile data structure associated with the selected funeral home to determine a branding group from among a plurality of branding groups associated with the funeral home company;

(c) retrieving from the provider profile data structure a display configuration associated with the determined branding group; and

(d) creating a funeral plan for a customer by displaying a sequence of web pages to the customer and receiving user input from the customer, wherein displaying the sequence of web pages includes formatting each web page in the sequence according to the retrieved display configuration for the determined branding group.

45. The method of claim 44, wherein creating the funeral plan further includes:

(a) displaying, on at least one web page among the sequence of web pages, at least a portion of a provider catalog associated with the funeral home company, the provider catalog identifying a plurality of funerary items; and

(b) including in the funeral plan at least one funerary item from the provider catalog in response to user input from the customer.

46. The method of claim 45, wherein the funeral home company is a selected funeral home company among a plurality of funeral home companies with which provider profile data structures are associated, wherein each provider profile data structure further defines at least one provider catalog for the associated funeral home company, each provider catalog identifying a subset of a plurality of funerary items stored in a common database, and each provider profile data structure further identifying provider-specific pricing information for at least a subset of the funerary items identified in the provider catalog defined thereby.

47. The method of claim 45, further comprising determining a selected provider catalog for the selected funeral home by identifying a selected catalog group from among a plurality of catalog groups associated with the funeral home company, wherein the selected provider catalog is among a plurality of provider catalogs associated with the funeral home company, wherein displaying the portion of the provider catalog includes accessing the selected provider catalog.

48. The method of claim 47, wherein the selected catalog group further defines a package identifying a subset of items from the selected provider catalog, the package further identifying a package price for the subset of items from the selected provider catalog, wherein creating the funeral plan further includes including the package in the funeral plan in response to user input from the customer.

49. The method of claim 44, further comprising performing a funeral home search during creation of the funeral home plan, but after select the selected funeral home, including:

(a) accessing a database of funeral home locations to generate a result set that identifies at least one funeral home location meeting a geographic search criterion input by the customer; and

(b) thereafter filtering the search results according to an exclusion criterion associated with the at least one of the funeral home company and the selected funeral home.

50. A method of administering profile information in a provider profile data structure for a selected funeral home company, wherein the provider profile data structure is among a plurality of provider profile data structures stored in a database for a plurality of funeral home companies, wherein the profile information includes at least one of a display configuration and a provider catalog of funerary items, and wherein the selected funeral home company includes an plurality of funeral homes, the method comprising:

(a) displaying first, second and third company structure options to an authorized user for the funeral home company, the first company structure option for defining the profile information as funeral home-specific profile information, the second company structure option for defining the profile information as company-wide profile information, and the third company structure option for defining the profile information as group-based profile information;

(b) in response to selection of the first company structure option by the authorized user, displaying a first administration web page configured to manage administration of the profile information on a funeral home by funeral home basis;

(b) in response to selection of the second company structure option by the authorized user, displaying a second administration web page configured to manage administration of the profile information on a funeral home company-wide basis; and

(c) in response to selection of the third company structure option by the authorized user, displaying a third administration web page configured to manage administration of the profile information on a group by group basis, the third administration web page further configured to manage a group organization for the funeral home company.

51. An apparatus, comprising:

(a) a database storing item information regarding a plurality of funerary items;

(b) a plurality of provider profile data structures respectively configured to define at least one provider catalog for each of a plurality of funerary service providers, each provider profile data structure identifying a subset of the plurality of funerary items from the database to be included in the provider catalog defined thereby, a first provider profile data structure defining a plurality of entities falling within an organizational structure of a first funerary service provider, and defining a plurality of provider catalogs identifying unique subsets of items from the database, wherein the first provider profile data structure associates each entity with at least one provider catalog from among the plurality of provider catalogs; and

(c) program code configured to access the provider catalog associated with a selected entity in the organizational structure of the first funerary service provider by accessing the provider profile data structure associated therewith.

52. The apparatus of claim 51, wherein the first funerary service provider comprises a funeral home company, and wherein each of the plurality of entities comprises a funeral home location.

53. The apparatus of claim 51, wherein the first provider profile data structure further identifies catalog-specific pricing information for each provider catalog associated with the first provider profile data structure.

54. The apparatus of claim 51, wherein the first provider profile data structure further defining at least one package identifying a subset of items from a selected provider catalog, the package further identifying a package price for the subset of items from the selected provider catalog.

55. The apparatus of claim 51, wherein the program code comprises funeral planner program code configured to interact with a customer to create a funeral plan for that customer, the funeral planner program code configured to access the provider catalog associated with the selected entity package after selection of the selected entity by the customer.

56. The apparatus of claim 51, wherein the program code is further configured to access the provider catalog associated with the selected entity when creating or modifying the product catalog in response to user input from an authorized user for the first funerary service provider.

57. The apparatus of claim 51, wherein each product catalog is associated with a group, and wherein each entity is associated with a provider catalog by associating that entity with a group identifier for the group with which such provider catalog is associated.

58. The apparatus of claim 51, wherein the provider profile data structure further identifies for at least one provider catalog defined thereby at least one additional provider-specific funerary item that is not stored in the database.

60. The method of claim 59, wherein the first funerary service provider comprises a funeral home company, and wherein each of the plurality of entities comprises a funeral home location.

61. The method of claim 59, wherein the first provider profile data structure further identifies catalog-specific pricing information for each provider catalog associated with the first provider profile data structure.

62. The method of claim 59, wherein the first provider profile data structure further defines at least one package identifying a subset of items from a selected provider catalog, the package further identifying a package price for the subset of items from the selected provider catalog.

63. The method of claim 59, wherein each product catalog is associated with a group, and wherein each entity is associated with a provider catalog by associating that entity with a group identifier for the group with which such provider catalog is associated.

64. The method of claim 59, wherein the provider profile data structure further identifies for at least one provider catalog defined thereby at least one additional provider-specific funerary item that is not stored in the database.

59. A method of accessing a product catalog for a selected entity among a plurality of entities defined in an organizational structure of a selected funerary service provider among a plurality of funerary service providers, the method comprising:

(a) accessing a selected provider profile data structure associated with the selected funerary service provider, wherein the provider profile data structure is among a plurality of provider profile data structures, each provider profile data structure configured to define at least one provider catalog for an associated funerary service provider from among the plurality of funerary service providers, each provider profile data structure identifying for inclusion in the provider catalog defined thereby a subset of a plurality of funerary items stored in a common database, the selected provider profile data structure defining a plurality of provider catalogs identifying unique subsets of items from the database, wherein the selected provider profile data structure associates each entity with at least one provider catalog from among the plurality of provider catalogs; and

(b) accessing the provider catalog associated with the selected entity in the organizational structure of the first funerary service provider by accessing the provider profile data structure associated therewith.

65. A method of locating a funeral home, the method comprising:

(a) accessing a database of funeral home locations to generate a result set that identifies at least one funeral home location meeting a geographic search criterion; and

(b) thereafter filtering the search results according to an exclusion criterion associated with a funerary services provider.

66. The method of claim 65, wherein the exclusion criterion includes a geographic exclusion criterion associated with a location of the funerary services provider.

67. The method of claim 66, wherein the exclusion criterion identifies at least one of a ZIP code, an area code, a state, a city, and a county within which funeral home locations identified in the result set are to be excluded from the filtered search results.

68. The method of claim 66, wherein accessing the database of funeral home locations is performed during creation of a funeral plan by a customer on a funeral plan web site, and subsequent to the customer navigating to the funeral plan web site from a funeral home web site associated with the funerary services provider.

70. The apparatus of claim 69, wherein the exclusion criterion includes a geographic exclusion criterion associated with a location of the funerary services provider.

71. The apparatus of claim 69, wherein the exclusion criterion identifies at least one of a ZIP code, an area code, a state, a city, and a county within which funeral home locations identified in the result set are to be excluded from the filtered search results.

72. The apparatus of claim 69, wherein the program code is configured to access the database of funeral home locations during creation of a funeral plan by a customer on a funeral plan web site, and subsequent to the customer navigating to the funeral plan web site from a funeral home web site associated with the funerary services provider.

69. An apparatus, comprising:

(a) a database identifying a plurality of funeral home locations; and

(b) program code configured to access the database to generate a result set that identifies at least one funeral home location meeting a geographic search criterion, and to thereafter filter the search results according to an exclusion criterion associated with a funerary services provider.

73. An apparatus, comprising:

(a) a database storing item information regarding a plurality of funerary items;

(b) a plurality of provider profile data structures respectively configured to define at least one provider catalog for each of a plurality of funerary service providers, each provider profile data structure identifying a subset of the plurality of funerary items from the database to be included in the provider catalog defined thereby, at least one provider profile data structure further defining at least one package identifying a subset of items from the provider catalog defined thereby, the package further identifying a package price for the subset of items from the provider catalog; and

(c) program code configured to access the package by accessing the provider profile data structure associated therewith.

74. The apparatus of claim 73, wherein each provider profile data structure further identifies provider-specific pricing information for at least a subset of the funerary items identified in the provider catalog defined thereby, and wherein the package price specifies a discount from an ala carte price generated from the provider-specific pricing information for the subset of items identified by the package.

75. The apparatus of claim 74, wherein the discount is based upon a specified percentage of the ala carte price.

76. The apparatus of claim 73, wherein the program code comprises funeral planner program code configured to interact with a customer to create a funeral plan for that customer, the funeral planner program code configured to access the package to display a portion of the package to the customer during creation of the funeral plan.

77. The apparatus of claim 73, wherein the package is associated with a first funerary services provider, and wherein the program code is further configured to access the provider profile data structure associated with the first funerary services provider when creating or modifying the package in response to user input from an authorized user for the first funerary service provider.

78. The apparatus of claim 77, wherein at least one item from the subset of items identified by the package is identified in the provider profile data structure for the first funerary service provider as being displayable only in connection with the package such that the item is not separately selectable by a customer when viewing the provider catalog for the first funerary service provider.

79. The apparatus of claim 73, wherein the package identifies at least one item classification such that a customer is permitted to obtain any of a plurality of items matching the item classification for inclusion in the package.

80. The apparatus of claim 79, wherein the package further identifies at least one default item for the item classification.

81. A method of accessing a selected package for a selected funerary service provider among a plurality of funerary service providers, the method comprising:

(a) accessing a provider profile data structure associated with the selected funerary service provider, wherein the provider profile data structure is among a plurality of provider profile data structures, each provider profile data structure configured to define at least one provider catalog for an associated funerary service provider from among the plurality of funerary service providers, each provider profile data structure identifying for inclusion in the provider catalog defined thereby a subset of a plurality of funerary items stored in a common database, the provider profile data structure associated with the selected funerary service provider further defining at least one package identifying a subset of items from the provider catalog defined thereby, the package further identifying a package price for the subset of items from the provider catalog; and

(b) accessing offering information from the package for the selected funerary service provider using the provider profile data structure associated with the selected funerary service provider.

82. The method of claim 81, wherein each provider profile data structure further identifies provider-specific pricing information for at least a subset of the funerary items identified in the provider catalog defined thereby, and wherein the package price specifies a discount from an ala carte price generated from the provider-specific pricing information for the subset of items identified by the package.

83. The method of claim 82, wherein the discount is based upon a specified percentage of the ala carte price.

84. The method of claim 81, wherein accessing the package is performed during interaction with a customer when creating a funeral plan for that customer.

85. The method of claim 81, wherein accessing the provider profile data structure associated with the selected funerary services provider is performed when creating or modifying the package in response to user input from an authorized user for the selected funerary service provider.

86. The method of claim 85, wherein at least one item from the subset of items identified by the package is identified in the provider profile data structure for the selected funerary service provider as being displayable only in connection with the package such that the item is not separately selectable by a customer when viewing the provider catalog for the selected funerary service provider.

87. The method of claim 81, wherein the package identifies at least one item classification such that a customer is permitted to obtain any of a plurality of items matching the item classification for inclusion in the package.

88. The method of claim 87, wherein the package further identifies at least one default item for the item classification.