System and method for automated authorization for service provider switching

• US 20040024646A1
• Filed: 07/31/2002
• Published: 02/05/2004
• Est. Priority Date: 07/31/2002
• Status: Abandoned Application

• Current Assignee: SmartPrice.com, Inc.
• Original Assignee: SmartPrice.com, Inc.
• Inventors: Iry, James, Schaefer, Caden, Hughart, David L.
• Application Number:
  US10/209,074
• Publication Number:
  US 20040024646A1
• Time in Patent Office: Days
• US Class Current: 705/26
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]
• CPC Class Codes: H04L 2463/102 applying security measure for e-commerce
• CPC Class Codes: H04L 63/08 for authentication of entities cryptographic mechanisms or cryptographic arrangements for entity authentication H04L9/32

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.

Claims

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

generating the electronic letter of agency with text specific to a service provider associated with the order.

3. The method of claim 1, wherein the legal text is associated with laws and regulations of a region associated with the order.

4. The method of claim 1, wherein the electronic letter of agency is incorporated into an e-mail message.

5. The method of claim 1, wherein the electronic letter of agency is incorporated into a web page.

6. The method of claim 1, the method further comprising:

submitting the order to a service provider in accordance with the at least one business logic rule.

7. The method of claim 1, the method further comprising:

storing the returned electronic letter of agency in a system accessible by a service provider associated with the order.

8. The method of claim 1, the method further comprising:

sending a subsequent electronic letter of agency to the purchaser.

9. The method of claim 1, wherein the order is associated with a telecommunication service.

10. A method for automated status switching of customer records, the method comprising:

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.

11. The method of claim 10, wherein the service provide report is associated with a telecommunications service.

12. The method of claim 10, the method further comprising:

contacting a customer associated with the customer record to provide information associated with the status code.

13. The method of claim 10, the method further comprising:

sending an electronic letter of agency to a customer associated with the customer record and in accordance with the at least one business logic rule.

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:

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.

15. The system of claim 14, the system further comprising:

software instructions for generating the electronic letter of agency with text specific to a service provider associated with the order.

16. The system of claim 14 wherein the legal text is associated with laws and regulations of a region associated with the order.

17. The system of claim 14 wherein the electronic letter of agency is incorporated into an e-mail message.

18. The system of claim 14 wherein the electronic letter of agency is incorporated into a web page.

19. The system of claim 14, the system further comprising:

software instructions for submitting the order to a service provider in accordance with the at least one business logic rule.

20. The system of claim 14, the system further comprising:

software instructions for storing the returned electronic letter of agency in a system accessible by a service provider associated with the order.

21. The system of claim 14, the system further comprising:

software instructions for sending a subsequent electronic letter of agency to the purchaser.

22. The system of claim 14 wherein the order is associated with a telecommunication service.

23. A system for automated status switching of customer records, the system comprising:

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.

24. The system of claim 23, wherein the service provide report is associated with a telecommunications service.

25. The system of claim 23, the system further comprising:

software instructions for contacting a customer associated with the customer record to provide information associated with the status code.

26. The system of claim 23, the system further comprising:

software instructions for sending an electronic letter of agency to a customer associated with the customer record and in accordance with the at least one business logic rule.

27. A method for automated commission verification, the method comprising:

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.

28. The method of claim 27 wherein the service provider report comprises usage data associated with a customer identification number.

29. The method of claim 28, the method further comprising:

adjusting a customer profile based on the usage data, the customer profile associated with the customer identification number.

30. The method of claim 29, the method further comprising:

determining an optimal plan based on the customer profile; and

notifying a customer associated with the customer profile of the optimal plan.

31. A system for automated commission verification, the method comprising:

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.

32. The method of claim 31 wherein the service provider report comprises usage data associated with a customer identification number.

33. The method of claim 32, the method further comprising:

software instructions for adjusting a customer profile based on the usage data, the customer profile associated with the customer identification number.

34. The method of claim 33, the method further comprising:

software instructions for determining an optimal plan based on the customer profile; and

software instructions for notifying a customer associated with the customer profile of the optimal plan.

35. A system for notifying customers, the system comprising:

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.

36. The system of claim 35 wherein the business logic system is an ELOA system.

37. The system of claim 35 wherein the business logic system is a provider report reconciliation system.

38. The system of claim 35 wherein the business logic system is a profile engine.