System and method for automated authorization for service provider switching
First Claim
1. A method for automated processing of an electronic letter of agency, the electronic letter of agency being associated with an order, the method comprising:
- sending the electronic letter of agency to a purchaser, the electronic letter of agency comprising a legal text;
receiving a returned electronic letter of agency from the purchaser, the returned electronic letter of agency comprising the legal text and an electronic signature;
sorting the returned electronic letter of agency into a processing queue in accordance with at least one business logic rule, and associating the returned electronic letter of agency with the order.
2 Assignments
0 Petitions
Accused Products
Abstract
The invention is directed to a system and method for automating authorization processes. The system may include a computer implement system for generating and processing electronic letters of agency and third-party verifications. Further, the system may provide a web-based access to service providers for verifying customer orders. In addition, the system may implement a queue process in which various orders may be associated with various queues for processing and exception handling. The orders may be associated with the various queues in accordance with order status data provided by the service provider, data provided through the order process, and information from the electronic letter of agency or third party verification process, among others. In this manner, much of the order processing and agency authorization and verification may be automated decreasing agency and service provider costs and order time.
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Citations
38 Claims
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1. A method for automated processing of an electronic letter of agency, the electronic letter of agency being associated with an order, the method comprising:
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sending the electronic letter of agency to a purchaser, the electronic letter of agency comprising a legal text;
receiving a returned electronic letter of agency from the purchaser, the returned electronic letter of agency comprising the legal text and an electronic signature;
sorting the returned electronic letter of agency into a processing queue in accordance with at least one business logic rule, and associating the returned electronic letter of agency with the order. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A method for automated status switching of customer records, the method comprising:
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receiving a service provider report, the service provider report comprising at least one customer identification number associated with at least one status code, associating the at least one status code with a customer record, the customer record being associated with the customer identification number; and
selectively switching the status of the customer record in accordance with at least one business logic rule associated with the at least one status code. - View Dependent Claims (11, 12, 13)
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14. A system for automated processing of an electronic letter of agency, the electronic letter of agency being associated with an order, the system comprising:
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software instructions for sending the electronic letter of agency to a purchaser, the electronic letter of agency comprising a legal text;
software instructions for receiving a returned electronic letter of agency from the purchaser, the returned electronic letter of agency comprising the legal text and an electronic signature;
software instructions for sorting the returned electronic letter of agency into a processing queue in accordance with at least one business logic rule, and software instructions for associating the returned electronic letter of agency with the order. - View Dependent Claims (15, 16, 17, 18, 19, 20, 21, 22)
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23. A system for automated status switching of customer records, the system comprising:
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software instructions for receiving a service provider report, the service provider report comprising at least one customer identification number associated with at least one status code, software instructions for associating the at least one status code with a customer record, the customer record being associated with the customer identification number; and
software instructions for selectively switching the status of the customer record in accordance with at least one business logic rule associated with the at least one status code. - View Dependent Claims (24, 25, 26)
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27. A method for automated commission verification, the method comprising:
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receiving a service provider report from a service provider;
processing the service provider report to produce a processed report;
applying commission rules to data associated with the processed report to produce an output; and
comparing the output to one or more payments received from the service provider. - View Dependent Claims (28, 29, 30)
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31. A system for automated commission verification, the method comprising:
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software instructions for receiving a service provider report from a service provider;
software instructions for processing the service provider report to produce a processed report;
software instructions for applying commission rules to data associated with the processed report to produce an output; and
software instructions for comparing the output to one or more payments received from the service provider. - View Dependent Claims (32, 33, 34)
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35. A system for notifying customers, the system comprising:
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an interface to an email engine;
an interface to a business logic system, the business logic system altering parameters associated with a customer order; and
instructions for creating and sending an email to a customer associated with the customer order, the email comprising a message associated with the parameters associated with the customer order. - View Dependent Claims (36, 37, 38)
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Specification