System and method for a planner and a deduplicating planner

• US 20040044673A1
• Filed: 05/16/2003
• Published: 03/04/2004
• Est. Priority Date: 09/04/2002
• Status: Abandoned Application

• Current Assignee: Advanced Health Media LLC (IQVIA Holdings, Inc.)
• Original Assignee: Advanced Health Media LLC (IQVIA Holdings, Inc.)
• Inventors: Miller, Greg, McMurtry, Kevin, Brady, Jeffrey
• Application Number:
  US10/440,012
• Publication Number:
  US 20040044673A1
• Time in Patent Office: Days
• US Class Current: 707/100
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A planning system and method is disclosed. The planning system includes at least one business rule remote from at least one client, a meeting editor, wherein at least one meeting may be generated for the at least one client by the meeting editor in accordance with at least one of the at least one business rule, and at least one tracker communicatively connected to the meeting editor, wherein the at least one tracker tracks at least two data items selected from the group consisting of invitees to at least one of the at least one meetings, respondents to invitations to the meeting, at least one speaker of the meeting, at least one host of the meeting, finances of the meeting, and a venue of the meeting, and wherein the at least one tracker communicates the at least two data items with the meeting editor. The method may include a receiving a logging onto the application, receiving a meeting identifier, receiving a selection of at least one venue for the meeting, receiving an identification of participants for the meeting, sending the participants invitations to the meeting, assembling statistics on replies to the invitations, sending reminder notices to the participants upon the assembling of statistics, tracking expenses for the meeting, and generating reports concerning the meeting.

Claims

1. A planner apparatus, comprising:

a project management module, wherein at least one information item associated with said event is generated;

an event logistics module, wherein at least recruiting of individuals for attendance at said event, selection of venue and speakers for said event, and travel logistics for said event, in accordance with said at least one information item, are monitored;

at least one database, wherein the at least one information item, and wherein at least one of said recruiting, venue, speakers, and travel logistics are stored;

a fulfillment request module, wherein fulfillment of tasks associated with said at least one database is performed; and

a reporting module, wherein data associated with said event, in accordance with said at least one information item and at least one of said recruiting, venue, speakers, and travel logistics, is provided to a user,

a consolidator, wherein said consolidator condenses said at least one database utilizing a plurality of comparisons in accordance with said at least one information item.

2. The planner apparatus of claim 1, wherein said at least one information item includes contact information.

3. The planner apparatus of claim 2, wherein said contact information includes at least one of an address and phone number.

4. The planner apparatus of claim 2, wherein said contact information includes a type label.

5. The planner apparatus of claim 4, wherein said type label includes preferred correspondence labels.

6. The planner apparatus of claim 1, wherein said consolidator is suitable for removing duplicate entries within the at least one database.

7. The planner apparatus of claim 6, wherein the duplicate entries include variations in the at least one information item.

8. The planner apparatus of claim 6, wherein the removal of duplicate entries includes merging entries to form a master entry.

9. The planner apparatus of claim 1, wherein said consolidator operates automatically.

10. The planner apparatus of claim 1, wherein said consolidator merges if a minimum equivalence level of 80% is assessed.

11. The planner apparatus of claim 1, wherein said reporting module generates one or more of the group consisting of multiple day reports, invitation reports, status summary report, results report, hyperlink report, cumulative attendance report, and financial reports.

12. A planning system comprising:

at least one business rule remote from at least one client;

a meeting editor, wherein at least one meeting may be generated for the at least one client by the meeting editor in accordance with at least one of the at least one business rule; and

at least one tracker communicatively connected to the meeting editor, wherein the at least one tracker tracks at least two data items selected from the group consisting of invitees to at least one of the at least one meetings, respondents to invitations to the meeting, at least one speaker of the meeting, at least one host of the meeting, finances of the meeting, and a venue of the meeting, and wherein the at least one tracker communicates the at least two data items with the meeting editor;

a consolidator, wherein said consolidator condenses ones of said at least two data items.

13. The planning system of claim 12, wherein said at least on client comprises at least two clients, and further comprising:

a security access, wherein said security access limits a first of the clients to accessing a first of the at least one tracker, and a second of the clients to accessing a second of the at least one tracker.

14. The planning system of claim 12, wherein at least one of the at least one client is at least one selected from the group consisting of at least one system administrator, at least one meeting planner, at least one meeting attendee, at least one speaker, and at least one service supplier.

15. The planning system of claim 12, wherein said meeting editor comprises:

a meeting set-up module for setting up each meeting; and

a meeting manager for managing each set-up meeting.

16. The planning system of claim 12, wherein said meeting editor further comprises:

a fulfillment request form manager; and

a reporter.

17. The planning system of claim 12, wherein the at least one meeting manager comprises at least one selected from the group consisting of an attendance listing manager, an invitee listing manager, a speaker listing manager, task listing manager, and a security listing manager.

18. The planning system of claim 12, wherein said at least one business rule comprises a distributed internet application architecture.

19. The planning system of claim 12, wherein said meeting editor comprises a selector for selecting at least one of the invitees to at least one of the at least one meetings, the respondents to invitations to the meeting, the at least one speaker of the meeting, the at least one host of the meeting, the finances of the meeting, and the venue of the meeting for tracking by said tracker.

20. The planning system of claim 12, wherein said at least one tracker comprises at least one database for each meeting.

21. The planning system of claim 22, wherein the at least one database comprises at least one data attribute selected from the group consisting of a meeting code for the meeting, and at least one of a meeting date, a meeting time, a meeting type, a meeting status, a meeting number and a client meeting number.