METHODS, SYSTEMS, AND COMPUTER PROGRAM PRODUCTS FOR IMPLEMENTING GLOBAL EXCHANGE SERVICES

• US 20080109332A1
• Filed: 05/11/2007
• Published: 05/08/2008
• Est. Priority Date: 06/12/2006
• Status: Abandoned Application

• Current Assignee: Jason Margarido, Paul K. Taff, Thomas Margarido
• Original Assignee: Jason Margarido, Paul K. Taff, Thomas Margarido
• Inventors: Margarido, Thomas, Margarido, Jason, Taff, Paul K.
• Application Number:
  US11/747,385
• Publication Number:
  US 20080109332A1
• Time in Patent Office: Days
• US Class Current: 705/34
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 20/102 Bill distribution or payments
• CPC Class Codes: G06Q 30/04 Billing or invoicing
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• CPC Class Codes: G06Q 50/16 Real estate
• CPC Class Codes: G06Q 50/18 Legal services

Abstract

A method, system, and computer program product for implementing global exchange services is provided. The method includes establishing a network-based communications hub for exchange service entities. The communications hub is established by classifying the exchange service entities by client and client vendor, determining a subscription status identifier for the client and the client vendor, and grouping the client and the client vendor by geography. The communications hub is further established by specifying access and capability privileges for each of the exchange service entities, and establishing accounting preferences, service fees, and service definitions and instructions for services provided by the exchange service entities. The method also includes enabling communications among selected exchange service entities via administrative permissions established resulting from the access and capability privileges specified for each of the exchange service entities.

Claims

1. A method for implementing global exchange services, comprising:

establishing a network-based communications hub for exchange service entities via a common user interface, including;

classifying the exchange service entities by client and client vendor;

determining a subscription status identifier for the client and the least one client vendor;

grouping the client and at least one client vendor by geography;

specifying access and capability privileges for each of the exchange service entities; and

establishing accounting preferences, service fees, and service definitions and instructions for services provided by the exchange service entities; and

enabling communications among selected exchange service entities via administrative permissions established resulting from the access and capability privileges specified for each of the exchange service entities.

2. The method of claim 1, wherein the subscription status identifier identifies:

registered service entities that are provided access to and receive one or more services of the global exchange services; and

non-registered service entities that provide services to registered service entities and do not receive the services of the global exchange services.

3. The method of claim 1, wherein establishing account preferences includes:

specifying a manner of applying and posting payments received from a client vendor;

posting a payment by a work order identifier;

adjusting line entries of an accounting journal for an invoice; and

tracking an unpaid balance for a vendor and automatically generating payment for the unpaid balance.

4. The method of claim 1, wherein establishing service fees includes creating a customized pricing table using a price code specifying service fee amounts for each service provided.

5. The method of claim 1, wherein establishing service definitions includes:

specifying a work order description, invoice description, price code for services, and service types; and

linking each entered work order with an associated invoice.

6. The method of claim 1, further comprising:

linking a work order to files associated with the work order, the files including at least one of a(n);

image;

facsimile;

spreadsheet;

streaming video; and

audio.

7. The method of claim 1, wherein the global exchange services comprise property preservation services, wherein the service entities include one or more of a(n):

mortgage lender;

loan servicing entity;

insurance company;

contract property preservation service provider; and

contract property preservation inspection service provider; and

the services include at least one of;

changing locks;

removing trash;

carpentry;

lawn care; and

winterization.

8. A system for implementing global exchange services, comprising:

a host system; and

a global exchange services application executing on the host system and including a common user interface, the global exchange services application implementing a method, the method comprising;

establishing a network-based communications hub for exchange service entities via the common user interface, including;

classifying the exchange service entities by client and client vendor;

determining a subscription status identifier for the client and at least one client vendor;

grouping the client and at the least one client vendor by geography;

specifying access and capability privileges for each of the exchange service entities; and

establishing accounting preferences, service fees, and service definitions and instructions for services provided by the exchange service entities; and

enabling communications among selected exchange service entities via administrative permissions established resulting from the access and capability privileges specified for each of the exchange service entities.

9. The system of claim 8, wherein the subscription status identifier identifies:

registered service entities that are provided access to and receive one or more services of the global exchange services; and

non-registered service entities that provide services to registered service entities and do not receive the services of the global exchange services.

10. The system of claim 8, wherein establishing account preferences includes:

specifying a manner of applying and posting payments received from a client vendor;

posting a payment by a work order identifier;

adjusting line entries of an accounting journal for an invoice; and

tracking an unpaid balance for a vendor and automatically generating payment for the unpaid balance.

11. The system of claim 8, wherein establishing service fees includes creating a customized pricing table using a price code specifying service fee amounts for each service provided.

12. The system of claim 8, wherein establishing service definitions includes:

specifying a work order description, invoice description, price code for services, and service types; and

linking each entered work order with an associated invoice.

13. The system of claim 8, wherein the global exchange services application further performs:

linking a work order to files associated with the work order, the files including at least one of a(n);

image;

facsimile;

spreadsheet;

streaming video; and

audio.

14. A computer program product for implementing global exchange services, the computer program product including instructions for causing a computer to implement a method, comprising:

establishing a network-based communications hub for exchange service entities via a common user interface, including;

classifying the exchange service entities by client and client vendor;

determining a subscription status identifier for the client and the least one client vendor;

grouping the client and at least one client vendor by geography;

specifying access and capability privileges for each of the exchange service entities; and

establishing accounting preferences, service fees, and service definitions and instructions for services provided by the exchange service entities; and

enabling communications among selected exchange service entities via administrative permissions established resulting from the access and capability privileges specified for each of the exchange service entities.

15. The computer program product of claim 14, wherein the subscription status identifier identifies:

registered service entities that are provided access to and receive one or more services of the global exchange services; and

non-registered service entities that provide services to registered service entities and do not receive the services of the global exchange services.

16. The computer program product of claim 14, wherein establishing account preferences includes:

specifying a manner of applying and posting payments received from a client vendor;

posting a payment by a work order identifier;

adjusting line entries of an accounting journal for an invoice; and

tracking an unpaid balance for a vendor and automatically generating payment for the unpaid balance.

17. The computer program product of claim 14, wherein establishing service fees includes creating a customized pricing table using a price code specifying service fee amounts for each service provided.

18. The computer program product of claim 14, wherein establishing service definitions includes:

specifying a work order description, invoice description, price code for services, and service types; and

linking each entered work order with an associated invoice.

19. The computer program product of claim 14, further comprising instructions for implementing:

linking a work order to files associated with the work order, the files including at least one of a(n);

image;

facsimile;

spreadsheet;

streaming video; and

audio.

20. The computer program product of claim 14, wherein the global exchange services comprise property preservation services, wherein the service entities include one or more of a(n):

mortgage lender;

loan servicing entity;

insurance company;

contract property preservation service provider; and

contract property preservation inspection service provider; and

the services include at least one of;

changing locks;

removing trash;

carpentry;

lawn care; and

winterization.