Automated sales and services system

• US 5,576,951 A
• Filed: 03/16/1994
• Issued: 11/19/1996
• Est. Priority Date: 05/24/1984
• Status: Expired due to Term

• Current Assignee: Lawrence B. Lockwood
• Original Assignee: Lawrence B. Lockwood
• Inventors: Lockwood, Lawrence B.
• Primary Examiner(s): McElheny, Jr., Donald E.
• Application Number:
  US08/210,301
• Time in Patent Office: 979 Days
• Field of Search: 364/401, 364/407, 235/383, 235/385, 235/381, 395/600, 395/650
• US Class Current: 705/26.62
• CPC Class Codes: G06Q 10/025 Coordination of plural reservations, e.g. plural trip segments, transportation combined with accommodation
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0625 Directed, with specific intent or strategy
• CPC Class Codes: G06Q 30/0635 Processing of requisition or of purchase orders
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• CPC Class Codes: G07F 17/0014 for vending, access and use of specific services not covered anywhere else in G07F17/00 meter-controlled dispensing of liquid, gas or electricity G07F15/00
• CPC Class Codes: G07F 17/16 for devices exhibiting advertisements, announcements, pictures or the like

Abstract

A system for composing individualized sales presentations created from various textual and graphical information data sources to match customer profiles. The information search and retrieval paths sift through a hierarchy of data sources under multiple operating programs. The system provides the means for synergistically creating and displaying customized presentations in a convenient manner for both the customer and salesperson to achieve a more accurate, efficient and comprehensive marketing presentation. Organizational hierarchies of data sources are arranged so that an infinite number of sales presentation configurations can be created. Multiple micro-programs automatically compose the sales presentations initiated by determinants derived from customer profile information, sales agent assessment data and operator'"'"'s entries including the retrieval of interrelated textual and graphical information from local and remote storage sources. A similar system can be used for filing applications with an institution from a plurality of remote sites, and for automatically processing applications in response to each applicant'"'"'s qualifications. Each multimedia terminal comprises a video screen and a video memory which holds co-related image-and-sound-generating information arranged to simulate the aspect and speech of an application loan officer on the video screen. The simulated loan officer is used to acquire personal loan data from the applicant by guiding him through an interactive sequence of inquiries and answers.

Claims

1. A computer search system for retrieving information, comprising:

means for storing interrelated textual information and graphical information;

means for interrelating said textual and graphical information;

a plurality of entry path means for searching said stored interrelated textual and graphical information, said entry path means comprising;

textual search entry path means for searching said textual information and for retrieving interrelated graphical information to said searched text;

graphics entry path means for searching said graphical information and for retrieving interrelated textual information to said searched graphical information;

selecting means for providing a menu of said plurality of entry path means for selection;

automatic data processing means for executing inquiries provided by a user in order to search said textual and graphical information through said selected entry path means and for fetching data as a function of other data;

indicating means for indicating a pathway that accesses information related in one of said entry path means to information accessible in another one of said entry path means;

accessing means for providing access to said related information in said another entry path means; and

output means for receiving search results from said processing means and said related information from said accessing means and for providing said search results and received information to such user.

2. The search system according to claim 1, wherein said textual information comprise words, phrases, numbers and letters stored in said at least one database.

3. The search system according to claim 1, wherein said graphical information include maps, charts, pictures, and moving images.

4. The search system according to claim 1, wherein one of said graphical and textual information comprises audio information.

5. The search system according to claim 1, wherein said graphical and textual information are stored on a CD-ROM disc.

6. The search system according to claim 1, further comprising a micro-computer for executing operations of said search system, and for storing said graphical and textual information.

7. The search system according to claim 1, wherein said textual entry path means and said graphical entry path means include informing means for assisting a user in searching said graphical and textual information.

8. The search system according to claim 1, wherein said textual search entry path means comprises a topic tree entry path means for dividing said textual information into topics and sub-topics in order to assist in browsing through said textual information.

9. The search system according to claim 1 which further comprises:

title finder entry path means for assisting a user in uncovering titles stored in said stored textual information.

10. A computerized system for selecting and ordering a variety of information, goods and services, which comprises:

a plurality of computerized data processing installations programmed for processing orders for said information, goods and services;

at least one computerized station, said station including;

a micro-processor;

a device for displaying graphical and textual material;

at least one mass memory device controlled by said micro-processor;

means for addressing at least one of said computerized data processing installations, and for sending thereto and receiving therefrom, coded messages and batches of data;

program means for controlling the display on said display device of inquiries and acceptable answers;

user operated means for selecting at least one of said acceptable answers;

means for accumulating a set of said acceptable answers;

automatic data processing means for processing said set of answers as a function of other data;

means for storing in said mass-storing device, interrelated textual information and graphical information;

means for interrelating said textual and graphical information;

a plurality of entry path means for searching said stored interrelated textual and graphical information;

means, responsive to said means for processing, for executing inquiries provided by said user and for searching said textual and graphical information through said selected entry path means;

said means for executing and searching, including means for addressing at least one of said installations and for retrieving data related to said answer; and

means responsive to said means for processing, for transferring orders for said information, goods and services to said installations.