System and method for managing booking and expensing of travel products and services

• US 20030120526A1
• Filed: 10/16/2002
• Published: 06/26/2003
• Est. Priority Date: 10/16/2001
• Status: Abandoned Application

• Current Assignee: Concur Technologies Incorporated (SAP SE)
• Original Assignee: Concur Technologies Incorporated (SAP SE)
• Inventors: Altman, Jonathan, Fredericks, Michael, Gorodnichev, Valery, Dunnick, Joseph, Jones, Thomas, Love, John, Armstrong, Jeannine, Lueker, John, Lore, Michael, Elliott, Bruce, Mendel, Gary, Csontos, Andrew, Harris, Bret, DePasquale, Thomas
• Application Number:
  US10/270,672
• Publication Number:
  US 20030120526A1
• Time in Patent Office: Days
• US Class Current: 705/5
• CPC Class Codes: G06Q 10/02 Reservations, e.g. for tickets, services or events
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions

Abstract

A system and method for booking and expensing travel products and services utilizing multiple data sources and presenting information pulled from the multiple data sources in one user-friendly format. The following features are included: graphical city selection; policy enforcement; request and approval queues; in-browser agent support; request prioritization; email confirmation and integration; data incorporation into expense reports; and expense report audits. For example, an employee books a ticket, has the booking approved by a manager if needed, receives email confirmation and integrates the booking information into the employee'"'"'s calendar. The employee also submits, for example, the booking information into an expense report, which can be audited by an employer.

Claims

1. A method for managing booking of travel products and services by a traveler, comprising:

receiving request criteria from the traveler;

retrieving at least one option that relates to the request criteria by searching multiple data sources at the same time, the multiple data sources comprising;

a global distribution system data source;

a public Web site;

a travel aggregation public Web site; and

a data source privately connected to a vendor.

displaying the at least one option to the traveler in a common interface regardless of the data source;

receiving at least one selection for booking from the at least one option; and

directing the user to one of the multiple data sources for booking of the at least one selection; and

storing booking information for the at least one selection in a record with a common interface regardless of the data source.

2. The method of claim 1, wherein the at least one option includes at least one selected from the group consisting of:

an airline ticket;

a hotel room;

a train ticket;

a limousine; and

a rental car.

3. The method of claim 1, further comprising:

booking the at least one selection by the traveler.

4. The method of claim 1, wherein the at least one option is displayed in a consistent format regardless of which data source contains at least one option.

5. The method of claim 1, wherein multiple options from multiple data sources are displayed in a consistent format.

6. The method of claim 1, wherein all outstanding requests can be viewed.

7. The method of claim 1, further comprising:

storing multiple selections in the record.

8. The method of claim 7, wherein the record is utilized to generate at least one selected from a group consisting of:

automatically generated driving directions and maps;

automatic email delivery enabling information in the one record to be stored in a calendaring program; and

automatic email notification prior to trip start including information on changes, upgrades, cancellations, and cancellation policy.

24. The method of claim 1, further comprising:

incorporating at least one booked selection into an expense report.

25. The method of claim 24, wherein at least one booked selection is designated as non-expensed.

26. The method of claim 24, wherein the at least one non-expensed selection is not incorporated into the expense report.

27. The method of claim 24, wherein the expense report analyzes a travel plan and comprises a list of other expenses the traveler may incur.

28. The method of claim 24, wherein information in the expense report is compared with accessible system data to ensure that it is valid.

29. The method of claim 24, wherein the information in the expense report is compared with accessible system data to determine receipt information that is already present, and receipt information that is required.

38. The method of claim 1, wherein a traveler'"'"'s profile is constantly synchronized with the multiple data sources.

9. A method for managing booking of travel products and services, comprising:

receiving request criteria;

retrieving at least one option that relates to the request criteria by searching at least one data source;

presenting the at least one option and information on whether the at least one option is an in-policy option, compliant with a policy entered by a managing entity;

receiving at least one selection from the at least one option; and

booking the at least one selection when the at least one selection is an in-policy option.

10. The method of claim 9, further comprising:

presenting information on whether the at least one option requires approval when the at least one selection is not an in-policy option.

11. The method of claim 10, further comprising:

prompting for an explanation for the out-of-policy selection when the at least one selection is not an in-policy option; and

transmitting the explanation to the managing entity.

12. The method of claim 11, further comprising:

booking the out-of-policy selection when the at least one selection does not require approval.

13. The method of claim 11, further comprising:

determining when the managing entity approves of the out-of-policy selection when the at least one selection requires approval; and

booking the out-of-policy selection when the managing entity approves.

14. The method of claim 9, wherein the information on whether the at least one option requires approval is at least one selected from a group consisting of:

color coding; and

displaying icons.

15. The method of claim 14, wherein the color-coding comprises:

a green color coding indicating the at least one option is in-policy;

a yellow color coding indicating the at least one option is not in-policy, requires manager notification, and does not require manager approval; and

a red color coding indicating the at least one option is not in-policy, requires manager notification, and requires manager approval.

16. The method of claim 13, wherein determining when the managing entity approves of the selection further comprises:

displaying the out-of-policy selection to the managing entity in an approval queue.

17. The method of claim 13, further comprising:

displaying the out-of-policy selection to the user in a request queue.

18. A method for managing booking of travel products and services, comprising:

receiving request criteria;

retrieving at least one option that relates to the request criteria by searching at least one data source;

presenting the at least one option;

receiving at least one selection from the at least one option;

determining whether the at least one selection requires agent action;

determining whether the at least one selection is a priority request, when the at least one selection requires agent action; and

routing the priority request for priority handling when the at least one selection is a priority request.

19. The method of claim 18, wherein determining whether the at least one selection is a priority request further comprises at least one selected from the group consisting of:

determining whether the at least one selection is from a requester meeting priority traveler criteria;

determining whether the at least one selection is for a product or service meeting defined dollar criteria; and

determining whether the at least one selection is for a product or service needed in a defined time period.

20. A method for managing booking of travel products and services, comprising:

receiving request criteria;

retrieving at least one option that relates to the request criteria by searching at least one data source;

presenting the at least one option;

receiving at least one selection from the at least one option; and

providing an in-browser support feature that enables a user to contact a customer support person for booking assistance.

21. The method of claim 20, wherein the in-browser support feature comprises at least one selected from the group consisting of:

communicating with the customer support person by voice communication; and

communicating with the customer support person by communicating via a browser.

22. The method of claim 21, wherein the customer support person completes booking.

23. The method of claim 21, wherein the customer support person accesses at least one selected from a group consisting of:

traveler identification information;

current traveler selection information comprising information viewed by the user while conducting a search;

past travel history of the traveler;

automatically updated traveler profile information; and

traveler travel policy.

30. A method for auditing expensing of products and services, further comprising:

searching an expense report for information triggering an audit, wherein the information comprises at least one selected from a group consisting of;

information regarding expenses outside defined statistical norms;

information regarding expense reports not requiring approval when submitted by an individual that typically submits expense reports requiring approval;

information regarding expenses for an individual exceeding a defined dollar amount;

information regarding expense reports older than a defined amount of time; and

combining the information triggering an audit in an audit report.

31. A method for managing booking of travel products and services, comprising:

request criteria, wherein the request criteria comprises destination and arrival locations selected by accessing a map;

retrieving codes that correspond to the destination and arrival locations;

identifying at least one option that relates to the request criteria; and

receiving at least one selection from the at least one option.

32. The method of claim 31, wherein the codes include at least one selected from the group consisting of:

airport codes;

train station codes;

city codes; and

region codes.

33. The method of claim 32, wherein the destination and arrival locations are selected by selecting a name displayed on the map.

34. The method of claim 33, wherein the name is selected from a group consisting of:

a city; and

an airport.

35. The method of claim 32, wherein destination and arrival location selection comprises:

displaying regions on the map;

receiving a region selection from the map, wherein the region comprises at least one selected from a group consisting of;

a state;

a country;

a continent;

displaying locations within the region, wherein the locations comprise at least one selected from a group consisting of;

a city;

an airport; and

receiving a location selection.

36. A system for managing booking and expensing of products and services, comprising:

a network;

at least one terminal coupled to the network; and

at least one server coupled to the network;

wherein the at least one server comprises a program comprising;

receiving request criteria,

retrieving at least one option that relates to the request criteria by searching multiple data sources;

displaying the at least one option; and

requesting at least one selection for booking from the at least one option.

37. A system for managing booking of products and services, comprising:

means for receiving request criteria,

means for retrieving at least one option that relates to the request criteria by searching multiple data sources;

means for displaying the at least one option; and

means for requesting at least one selection for booking from the at least one option.