Personal data organizer software

• US 20040158816A1
• Filed: 12/31/2003
• Published: 08/12/2004
• Est. Priority Date: 01/07/2003
• Status: Abandoned Application

• Current Assignee: Radha K.C. Pandipati, Venkata Rao Mulpuri
• Original Assignee: Radha K.C. Pandipati, Venkata Rao Mulpuri
• Inventors: Mulpuri, Venkata Rao, Pandipati, Radha K.C.
• Application Number:
  US10/749,842
• Publication Number:
  US 20040158816A1
• Time in Patent Office: Days
• US Class Current: 717/120
• CPC Class Codes: G06Q 10/109 Time management, e.g. calendars, reminders, meetings or time accounting

Abstract

In a single software package including a data entry interface that supports entry of data in multiple formats, all personal data of a user can be entered into a single personal data file of a single program. By the single software package, data is made easily accessible and transportable. The flexibility and convenience of data organization and retrieval afforded by the single software package may provide an improved quality of life for a user by freeing time and resources of the user.

Claims

1. A single software package comprising a data entry interface that supports entry of data in multiple formats so that all personal data of a user can be entered into a single personal data file of a single program.

2. The single software package as claimed in claim 1, further comprising a provision by which all of the entered personal data is organized and stored in the single personal data file of the single program.

3. The single software package as claimed in claim 2, further comprising a provision by which organization, storage and retrieval of the entered data are governed by user-defined parameters.

4. The single software package as claimed in claim 1, wherein the data entry interface supports data entered by scanning.

5. The single software package as claimed in claim 1, further comprising pre-defined personal data categories including:

a) contact information and directions;

b) financial matters;

c) reminders; and

d) records.

6. The single software package as claimed in claim 5, further comprising pre-defined data sub-categories within each of the categories.

7. The single software package as claimed in claim 6, wherein the sub-categories of the contact information and directions field include:

names of individuals, schools, businesses, private and government agencies, institutions, organizations, facilities, or contact persons thereof;

contact numbers including telephone numbers, cellular phone numbers and fax numbers related to the names;

addresses including e-mail addresses, internet addresses, mailing addresses, and physical addresses related to the names and/or contact numbers; and

directions to the physical addresses.

8. The single software package as claimed in claim 5 further comprising free data categories in which any information related to any contact information and directions entry may be entered, such as family information including names and ages of spouse and children, pertinent dates such as birthdays and anniversaries, and whether the contact information and directions entry should be included in any lists.

9. The single software package as claimed in claim 8, wherein the lists include a Christmas/New Year'"'"'s greeting card list, birthday/wedding anniversary card list, invitation to event lists and other lists that are user defined.

10. The single software package as claimed in claim 7, in which directions entered by scanning are supported.

11. The single software package as claimed in claim 5, wherein the financial matters category includes:

a) Assets/Investments;

current and cash assets, stocks, mutual funds, government bonds, real estate properties, CDs, savings/checking accounts, partial or entire business ownerships, loans given to others, cash accumulated in whole life or universal life insurance policies, retirement related IRAs, 401 Ks, jewelry, household appliances and furnishings and other possessions;

b) Payments;

insurance (professional, health, dental, home, automobile, life, disability, travel, etc.) premiums, mortgage, real estate taxes, home owners association fees, car payments, credit card payments, membership dues, utilities (phone, electricity, gas, water, security alarm system, cable, cell phone), religious and charity contributions, alimony, child support;

c) Income;

salary, interest, dividends, rental income, others;

d) Expenses;

child/elder care, mortgages, household and automobile maintenance, food, gasoline, automobile repair, public/mass transportation, insurance premiums, entertainment/vacation, charitable contributions;

12. The software package as claimed in claim 5, wherein the reminders category includes:

a) Birthdays, anniversaries, holidays, special events;

b) Scheduled appointments for dental/medical/physical check-ups, automobile maintenance,

c) Upcoming renewal dates for professional society memberships, passports, driver'"'"'s license, automobile registration, club memberships, warranties, magazine subscriptions, household and appliance maintenance contracts;

d) Adult continuing education;

course registration, conference and seminar registration, homework and project deadlines; and

e) Child related educational and extra-curricular activities such as SAT exam dates, summer camp registration, sports club registration, college/school application deadlines, scouts, projects, paper and homework due dates.

13. The software package as claimed in claim 5, wherein the records category includes:

a) Wills, trusts, passports, house deeds, automobile ownership papers, drivers license, social security card and records, insurance policies, marriage and birth certificates, organ donor information, blood type, educational and professional certificates, CD certificates, data from receipts of jewelry and other valuables, warranties;

b) Scanned receipts and/or appraisal for jewelry, clothes, furniture, and other valuables;

c) Scanned photos of jewelry, passports, warranties, and other important documents; and

d) Voice/Video recordings.

14. The single software package as claimed in claim 1, further comprising provisions for easy access to and management of the entered personal data.

15. The single software package as claimed in claim 1, further comprising a provision by which an entirety of a user'"'"'s personal data is searched by performing a single search.

16. The single software package as claimed in claim 1, further comprising a provision for creating new categories, sub-categories, and sub-sub-categories of personal data.

17. The single software package as claimed in claim 1, further comprising a provision to store a user'"'"'s personal data on a CD or a diskette.

18. The single software package as claimed in claim 1, wherein the entered data can be accessed and viewed in various formats, including lists, tables, graphs, and charts.

19. The single software package as claimed in claim 18, wherein the various formats include Christmas mailing address labels and birthday and wedding anniversary greeting card labels for birthdays and wedding anniversaries occurring in a particular month or any other pre-determined duration.

20. The single software package as claimed in claim 18, wherein the various formats are user defined by selection of categories, sub-categories and/or sub-sub-categories.

21. The single software package as claimed in claim 1, further comprising a provision to alert the user in advance of an event.

22. The single software package as claimed in claim 21, wherein the event includes any of a birthday, wedding anniversary, special event, real-estate tax payment due date, passport renewal, medical/physical check-up, dental check-up, auto maintenance, child related educational or extra-curricular activity such as SAT exam date, summer camp registration, sports club registration, college/school application deadline, scouts, due dates for projects, papers or homework, driver'"'"'s license renewal, automobile registration renewals, membership renewals or other user defined events.

23. The single software package as claimed in claim 1, further comprising a provision by which multiple users are supported in a safe environment, wherein each user is provided an independent user ID and password.

24. The single software package as claimed in claim 1, further comprising a provision by which a user'"'"'s personal data file is uploaded to a unique website to allow easy access to the personal data file from anywhere Internet access is provided.

25. The single software package as claimed in claim 11, wherein real estate includes a primary residence, secondary or vacation homes, and investment properties.