Method and system for implementing portal

• US 20070282673A1
• Filed: 04/30/2007
• Published: 12/06/2007
• Est. Priority Date: 04/28/2006
• Status: Abandoned Application

• Current Assignee: Barclays Capital Incorporated (Barclays PLC)
• Original Assignee: Lehman Brothers Incorporated (Barclays PLC)
• Inventors: Leung, Terry, Nagpal, Ajay, Dunkin, Roben, Syed, Mohammed, Umezaki, Ken, Chernyshenko, Yuriy, Vallabhaneni, Vinod
• Application Number:
  US11/796,918
• Publication Number:
  US 20070282673A1
• Time in Patent Office: Days
• US Class Current: 705/11
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

The present invention is directed to a system and method for displaying sales information to a sales person via a portal. Data from a plurality of data sources is aggregated. Sales credit information attributable to the sales person for his clients, and for products associated with one or more of such clients, is identified. Based on (i) user profile information for the sales person, (ii) at least some of the aggregated data, and (iii) at least some of the identified sales credit information, sales strategy information is generated for the sales person. Content of the portal is generated based on the sales strategy information.

Claims

1. A method comprising:

aggregating data from a plurality of data sources;

identifying sales credit information attributable to a sales person for one or more clients of the sales person, and for one or more products associated with each of one or more of the one or more clients;

based on (i) user profile information for a user, (ii) at least some of the aggregated data, and (iii) at least some of the identified sales credit information, generating sales strategy information for the sales person;

generating content of a portal comprising sales information based on the sales strategy information; and

displaying the content via the portal.

2. The method of claim 1 wherein the aggregating step comprises:

normalizing data from at least two of the plurality of data sources; and

combining the normalized data.

3. The method of claim 1, wherein the portal comprises one or more portlets, further comprising:

allowing the user to customize one or more of the one or more portlets within a browser window in which the portal is displayed.

4. The method of claim 1, wherein the portal comprises one or more portlets, further comprising:

allowing the user to customize one or more of the one or more portlets by one or more of (a) moving one or more of the one or more portlets to another location of the portal;

(b) maximizing one or more of the one or more portlets within the portal; and

(c) for portlets comprising a plurality of columns of data (i) changing a count of the plurality of columns of data;

(ii) hiding one or more of the plurality of columns of data;

(iii) reordering one or more of the plurality of columns of data; and

(iv) renaming one or more of the plurality of columns of data.

5. The method of claim 1 wherein the user profile information is associated with a default portal layout and a default set of one or more portlets associated with the default portal layout.

6. The method of claim 1 wherein the user profile information is associated with a customized portal layout and a customized set of one or more portlets associated with the customized portal layout.

7. A computer readable medium comprising instructions which, when executed on a processor, perform a method comprising:

aggregating data from a plurality of data sources;

identifying sales credit information attributable to a sales person for one or more clients of the sales person, and for one or more products associated with each of one or more of the one or more clients;

based on (i) user profile information for a user, (ii) at least some of the aggregated data, and (iii) at least some of the identified sales credit information, generating sales strategy information for the sales person;

generating content of a portal comprising sales information based on the sales strategy information; and

displaying the content via the portal.

8. The computer readable medium of claim 7 wherein the aggregating step comprises:

normalizing data from at least two of the plurality of data sources; and

combining the normalized data.

9. The computer readable medium of claim 7, wherein the portal comprises one or more portlets;

further comprising;

allowing the user to customize one or more of the one or more portlets within a browser window in which the portal is displayed.

10. The computer readable medium of claim 7, wherein the portal comprises one or more portlets, further comprising:

allowing the user to customize one or more of the one or more portlets by one or more of (a) moving one or more of the one or more portlets to another location in the portal;

(b) maximizing one or more of the one or more portlets within the portal; and

(c) for portlets comprising a plurality of columns of data (i) changing a count of the plurality of columns of data;

(ii) hiding one or more of the plurality of columns of data;

(iii) reordering one or more of the plurality of columns of data; and

(iv) renaming one or more of the plurality of columns of data.

11. The computer readable medium of claim 7 wherein the user profile information is associated with a default portal layout and a default set of one or more portlets associated with the default portal layout.

12. The computer readable medium of claim 7 wherein the user profile information is associated with a customized portal layout and a customized set of one or more portlets associated with the default portal layout.

13. A system comprising:

a data aggregation component for aggregating data from a plurality of data sources;

an attributed coverage component for identifying sales credit information attributable to a sales person for one or more clients of the sales person, and for one or more products associated with each of one or more of the one or more clients;

a processing component for generating sales strategy information for the sales person based on (i) user profile information for a user, (ii) at least some of the aggregated data, and (iii) at least some of the identified sales credit information;

a portal content generation component for generating content of a portal comprising sales information based on the sales strategy information; and

a portal component for displaying the sales information.

14. The system of claim 13 wherein aggregating comprises:

normalizing data from at least two of the plurality of data sources; and

combining the normalized data.

15. The system of claim 13, wherein the portal comprises one or more portlets, wherein the user customizes one or more of the one or more portlets within a browser window in which the portal is displayed.

16. The system of claim 13, wherein the portal comprises one or more portlets, wherein the user customizes one or more of the one or more portlets by one or more of (a) moving one or more of the one or more portlets to another location in the portal;

(b) maximizing one or more of the one or more portlets within the portal; and

(c) for portlets comprising a plurality of columns of data (i) changing a count of the plurality of columns of data;

(ii) hiding one or more of the plurality of columns of data;

(iii) reordering one or more of the plurality of columns of data; and

(iv) renaming one or more of the plurality of columns of data.

17. The system claim 13 wherein the user profile information is associated with a default portal layout and a default set of one or more portlets associated with the default portal layout.

18. The system claim 13 wherein the user profile information is associated with a customized portal layout and a customized set of one or more portlets associated with the default portal layout.