Portable action processing software module with pre-designed expert action plans
First Claim
1. A computer implemented action processing module for use with at least one third-party contact management device and associated third-party database containing contact information, the module comprising:
- an action processing engine, the action processing engine operatively connected to a first third-party contact management device as a plug-in module, the action processing engine furthermore operatively connected to a first associated third-party database so as to access and alter such contact information; and
an action plan database containing a first action plan, the action plan indicating at least one action associated with specified combinations of the contact information and at least one date;
wherein the action processing engine searches the first third-party database for the specified combinations of the contact information and date; and
upon finding the specified combinations, the action processing engine initiates the associated actions.
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Abstract
The present invention teaches a portable action processing software module with pre-designed/preprogrammed expert action plans. A database of action plans allows users to select more than a single course of contact management flow, much like a choice of logic flows would allow programmers to handle the same functions in very different ways, depending upon circumstances. The user may alter or add action plans as well. The action processing module may interoperate with a single contact management device such as a Personal Digital Assistant or contact management software on a desktop computer or server, and with the database of contact information and dates present in the contact management device. In the alternative the action processing module may interact with a plurality of contact management devices (including software package devices).
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Citations
25 Claims
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1. A computer implemented action processing module for use with at least one third-party contact management device and associated third-party database containing contact information, the module comprising:
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an action processing engine, the action processing engine operatively connected to a first third-party contact management device as a plug-in module, the action processing engine furthermore operatively connected to a first associated third-party database so as to access and alter such contact information; and
an action plan database containing a first action plan, the action plan indicating at least one action associated with specified combinations of the contact information and at least one date;
whereinthe action processing engine searches the first third-party database for the specified combinations of the contact information and date; and
upon finding the specified combinations, the action processing engine initiates the associated actions. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22)
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23. An action plan database for users of contact management software which manages dates and contact information, the database comprising:
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a plurality of action plans, the action plans indicating at least one action associated with specified combinations of such contact information and such dates;
wherein the action plans are operatively connected to the contact management software; and
wherein users may select at least one action plan for use with the contact management software.
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24. An improved action plan for contact management software, wherein the improvement comprises:
a response module capable of sending and receiving back from a user an after-action feedback form, the after action feedback form having means for selecting at least one member of plurality of outcomes of an action, wherein the contact management software is capable of altering the first action plan based upon the selected outcome of the action.
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25. An improved contact management device, wherein the improvement comprises:
a form processing module capable of undertaking at least one action selected from the group consisting of;
automatically merging data from such third party database with data from the action plan, automatically sending e-mail, automatically sending voice messages, automatically printing written communications, automatically sending facsimile transmissions, automatically sending text messages, requesting signing of automatically printed documents, requesting mailing of automatically printed documents, conversion of automatically created documents to a specified file type, saving of automatically created documents, and combinations thereof.
Specification