Method and apparatus for storing and selectively retrieving and delivering product data based on embedded expert judgements

• US 5,726,898 A
• Filed: 09/01/1994
• Issued: 03/10/1998
• Est. Priority Date: 09/01/1994
• Status: Expired due to Term

• Current Assignee: American Greetings Corporation
• Original Assignee: American Greetings Corporation
• Inventors: Jacobs, Herbert H.
• Primary Examiner(s): Elmore, Reba I.
• Assistant Examiner(s): Rao, Sheela S.
• Application Number:
  US08/299,499
• Time in Patent Office: 1,286 Days
• Field of Search: 364/468, 364/478, 364/479, 364/479.01, 364/479.02, 364/479.03, 235/381, 235/382, 235/383
• US Class Current: 700/231
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

An improved apparatus and method of storing and selectively retrieving and delivering product data is disclosed. Product data files, product lists, product directories and allowable customer data entry sets are stored in a data storage device. The customer is asked to specify one or more criteria relating to a product need or desire and one or more allowable customer data entry sets are selected that best correspond to these criteria. The customer data entry sets are connected to product directories and the directories are in turn connected to product lists that reference the data files of products having anticipated common uses. The product directories correspond to connected customer data entry sets with different degrees of specificity and the product lists correspond to connected product directories with different degrees of specificity or applicability. The apparatus is thus able to retrieve and display a variety of products in response to any given customer input and is also able to respond to many different kinds of customer entered criteria.

Claims

1. A method of storing and selectively retrieving and delivering product data, comprising the steps of:

(a) storing product data files relating to a plurality of products in a data storage device;

(b) storing a plurality of customer data entry sets in a data storage device, each customer data entry set indicating an allowable combination of criteria for a product desired by a customer;

(c) storing a plurality of product lists in a data storage device and referencing on each product list the product data stored in step (a) above that relates to products having one or more common applications, wherein the storing and referencing steps include the steps of;

(c)(1) identifying each product on the product lists with a priority rating indicative of an expert judgment of the suitability of the product for the one or more common applications;

(c)(2) identifying at least one of the products on the product list with one or more suitability codes indicative of the desirability of retrieving and displaying data relating to the product in a particular circumstance;

(c)(3) converting by an algorithm the one or more suitability codes to a priority rating operator; and

(c)(4) applying the priority rating operator to the priority rating of each product to obtain a modified priority rating;

(d) connecting the product lists to the customer data entry sets, at least one product list being connected to a plurality of customer data entry sets and corresponding to the customer data entry sets with different degrees of specificity or applicability;

(e) requesting a customer to indicate criteria relating to a desired product;

(f) receiving the criteria indicated by the customer;

(g) selecting the customer data entry set or sets that best correspond to the criteria received in step (f);

(h) retrieving from the data storage device the product lists connected to the customer data entry set or sets selected in step (g);

(i) retrieving and displaying product data from the product data files relating to the groups of products referenced on the product lists retrieved in step (h), wherein the retrieving and displaying step includes searching through the customer data entry set and product list files, and retrieving the product data based on the product list file references, without having to search through the data files stored in the data storage device in order to determine which ones correspond to the criteria received in step (f);

(j) requesting the customer to select one of the products whose data is displayed in step (i);

(k) receiving the customer'"'"'s selection of a product; and

(l) delivering the product or data relating to the product selected in step (k).

2. The method according to claim 1 wherein the step (d) of connecting the product lists to the customer data entry sets includes the steps of connecting the product lists to product directories and of connecting the product directories to the customer data entry sets, at least one product directory being connected to a plurality of customer data entry sets and to a plurality of product lists, the product directory corresponding to the customer data entry sets with different degrees of specificity.

3. The method according to claim 2 wherein the step (d) of connecting the product lists to the customer data entry sets includes the step of connecting at least one customer data entry set to a plurality of product directories.

4. The method according to claim 2 wherein the step (d) of connecting the product lists to the customer data entry sets includes the step of connecting at least one product list to a plurality of product directories, the product lists corresponding to the product directories with different degrees of specificity.

5. The method according to claim 2 wherein:

the step (e) of requesting the customer to indicate criteria relating to a desired product includes the step of presenting to the customer a list of key words, character strings or symbols from which the customer is asked to pick the key words, character strings or symbols that indicate the criteria that the customer has for a product to be selected by him;

the step (f) of receiving the criteria indicated by the customer includes the step of receiving the customer'"'"'s selection of key words, character strings or symbols; and

the step (g) of selecting the customer data entry set or sets that best correspond to the criteria received in step (f) includes the step of translating the key words, character strings or symbols selected by the customer into one or more customer data entry sets.

6. The method according to claim 5 wherein the step (g) of selecting the customer data entry set or sets that best correspond to the criteria received in step (f) includes the steps of:

(g)(1) storing key words, character strings or symbols or combinations thereof that can be selected by a customer,

(g)(2) storing with each key word, character string or symbol or combination thereof the identity of a customer data entry set or sets that best correspond to the key word, character string or symbols or combination thereof and,

(g)(3) in response to the reception of a particular key word, character string or symbol or combination thereof selected by a customer, identifying the customer data entry set or sets that are stored with that particular key word, character string or symbol or combination thereof.

7. The method according to claim 2 wherein:

the step (e) of requesting a customer to indicate criteria relating to his desired product includes the step of presenting to the customer a plurality of menu screens, each displaying criterion choices from which the customer is requested to select one criterion; and

the step (f) of receiving the criteria indicated by the customer includes the step of receiving the criterion choices indicated by the customer on the menu screen or screens presented to him.

8. The method according to claim 7 wherein the identity of one or more of the menu screens presented in step (e) depends on the identity of one or more of the criteria selected by the customer from the menu screens previously presented.

9. The method according to claim 7 wherein one or more of the menu screens presented in step (e) comprises a continuous scroll of criterion choices that are displayed sequentially.

10. The method according to claim 7 wherein the step (g) of selecting the customer data entry set or sets that best correspond to the criteria received in step (f) includes the steps of:

(g)(1) storing combinations of criteria choices that can be selected by a customer,

(g)(2) storing with each combination of criteria choices the identity of the customer data entry set or sets that correspond to that combination and,

(g)(3) in response to the reception of a particular combination of criteria choices, identifying the customer data entry set or sets that are stored with that particular combination of criteria choices.

11. The method according to claim 2 further comprising the steps of:

(c)(1) storing on each product list an instruction for modifying the product data of a product in the event that product is selected from that product list for display to a customer; and

(i)(1) prior to the display of the product data of a product having an instruction for modification stored on a retrieved product list, modifying the product data in accordance with that instruction.

12. The method according to claim 2 further comprising the steps of:

(k)(1) requesting the customer to input changes to the selected product; and

(k)(2) receiving the changes input by the customer and making those changes to the selected product.

13. The method according to claim 2 including the steps of:

(i)(1) requesting an operator to indicate preferences for the proportions of products displayed to the customer having certain characteristics;

(i)(2) receiving the preferences indicated in step (i)(1); and

(i)(3) limiting the proportions of products presented to the customer according to the preferences received in step (i)(2).

14. The method according to claim 1 wherein:

the step (e) of requesting a customer to indicate criteria relating to his desired product includes the step of presenting to the customer a plurality of menu screens, each displaying criterion choices from which the customer is requested to select one criterion; and

the step (f) of receiving the criteria indicated by the customer includes the step of receiving the criterion choices indicated by the customer on the menu screen or screens presented to him.

15. The method according to claim 14 wherein the identity of one or more of the menu screens presented in step (e) depends on the identity of one or more of the criteria selected by the customer from the menu screens previously presented.

16. The method according to claim 14 wherein one or more of the menu screens presented in step (e) comprises a continuous scroll of criterion choices that are displayed sequentially.

17. The method according to claim 14 wherein the step (g) of selecting the customer data entry set or sets that best correspond to the criteria received in step (f) includes the steps of:

(g)(1) storing combinations of criteria choices that can be selected by a customer,

(g)(2) storing with each combination of criteria choices the identity of the customer data entry set or sets that correspond to that combination and,

(g)(3) in response to the reception of a particular combination of criteria choices, identifying the customer data entry set or sets that are stored with that particular combination of criteria choices.

18. The method according to claim 1 wherein:

the step (e) of requesting the customer to indicate criteria relating to a desired product includes the step of presenting to the customer a list of key words, character strings or symbols from which the customer is asked to pick the key words, character strings or symbols that indicate the criteria that the customer has for a product to be selected by him;

the step (f) of receiving the criteria indicated by the customer includes the step of receiving the customer'"'"'s selection of key words, character strings or symbols; and

the step (g) of selecting the customer data entry set or sets that best correspond to the criteria received in step (f) includes the step of translating the key words, character strings or symbols selected by the customer into one or more customer data entry sets.

19. The method according to claim 18 wherein the step (g) of selecting the customer data entry set or sets that best correspond to the criteria received in step (f) includes the steps of:

(g)(1) storing key words, character strings or symbols or combinations thereof that can be selected by a customer,

(g)(2) storing with each key word, character string or symbol or combination thereof the identity of a customer data entry set or sets that best correspond to the key word, character string or symbols or combination thereof and,

(g)(3) in response to the reception of a particular key word, character string or symbol or combination thereof selected by a customer, identifying the customer data entry set or sets that are stored with that particular key word, character string or symbol or combination thereof.

20. The method according to claim 1 further comprising the steps of:

(c)(1) storing on each product list an instruction for modifying the product data of a product in the event that product is selected from that product list for display to a customer; and

(i)(1) prior to the display of the product data of a product having an instruction for modification stored on a retrieved product list, modifying the product data in accordance with that instruction.

21. The method according to claim 1 further comprising the steps of:

(k)(1) requesting the customer to input changes to the selected product; and

(k)(2) receiving the changes input by the customer and making those changes to the selected product.

22. The method according to claim 1 wherein the step:

(i) of retrieving and displaying data includes the step of;

(i)(1) displaying the data relating to each product in order dependent on the priority ratings stored in step (c)(1).

23. The method according to claim 1 including the additional step of:

(k)(1) increasing the priority rating of a product each time a customer'"'"'s selection of the product is received and decreasing the priority rating of a product each time the product is retrieved and displayed but not selected.

24. The method according to claim 1 including the step of storing the suitability codes by which products are identified in step (c)(2) on a master suitability code list.

25. The method according to claim 24 including the steps of:

(c)(2)(i) storing on the master suitability code list the identities of the product lists on which the product data relating to each product is referenced.

26. The method according to claim 25 wherein the suitability codes of step (c)(2) contain variable indicia and the method includes the steps of:

(c)(2)(ii) requesting an operator to indicate preferences for the types of products to be displayed;

(c)(2)(iii) receiving the preferences indicated in step (c)(2)(ii); and

(c)(2)(iv) changing the variable indicia of the suitability codes in response to the preferences received in step (c)(2)(iii).

27. The method according to claim 25 wherein the suitability codes of step (c)(2) contain variable indicia and the method includes the steps of storing a clock in the data storage device and changing at least some of the suitability codes in response to a time or date registered by the clock.

28. The method according to claim 27 including the steps of:

(c)(2)(ii) requesting an operator to indicate preferences for the types of products to be displayed;

(c)(2)(iii) receiving the preferences indicated in step (c)(2)(ii); and

(c)(2)(iv) changing the variable indicia of one or more suitability codes in response to the preferences received in step (c)(2)(iii) and changing the variable indicia of one or more suitability codes in response to time or dates registered by the clock.

29. The method according to claim 1 including the steps of:

(i)(1) requesting an operator to indicate preferences for the proportions of products to be displayed which correspond to the customer data entry set or sets with different degrees of specificity;

(i)(2) receiving the preferences indicated in step (i)(1); and

(i)(3) limiting the proportions of products presented to the customer according to the preferences received in step (i)(2).

30. The method according to claim 1 including the steps of:

(i)(1) requesting an operator to indicate preferences for the proportions of products displayed to the customer having certain characteristics;

(i)(2) receiving the preferences indicated in step (i)(1); and

(i)(3) limiting the proportions of products presented to the customer according to the preferences received in step (i)(2).

31. The method according to claim 30 wherein the characteristics of the products relate to the capability of the products for modification.

32. The method according to claim 30 wherein the characteristics of the products relate to the capability of the products for modification.

33. A method of storing product data for subsequent retrieval and delivery, comprising the steps of:

(a) storing product data files relating to a plurality of products in a data storage device;

(b) storing a plurality of customer data entry sets in a data storage device, each customer data entry set indicating an allowable combination of criteria for a product desired by a customer;

(c) storing a plurality of product lists in a data storage device and referencing on each product list the product data stored in step (a) above that relates to products having one or more common applications;

(c)(1) identifying with a priority rating each product referenced on a product list, said priority rating indicative of an expert judgment of the suitability of the product for the one or more common applications;

(c)(2) identifying at least one of the products on the product list with one or more suitability codes;

(c)(3) converting the one or more suitability codes into a priority rating operator; and

(c)(4) applying the priority rating operator to the priority rating of each product to obtain a modified priority rating; and

(d) connecting the product lists to the customer data entry sets, at least one product list being connected to a plurality of customer data entry sets and corresponding to the customer data entry sets with different degrees of specificity or applicability.

34. The method according to claim 33, further comprising the steps of:

(e) requesting a customer to indicate criteria relating to a desired product;

(f) receiving the criteria indicated by the customer;

(g) selecting the customer data entry set or sets that best correspond to the criteria received in step (f);

(h) retrieving from the data storage device the product lists connected to the customer data entry set or sets selected in step (g);

(i) retrieving and displaying product data from the product data files relating to the groups of products referenced on the product lists retrieved in step (h), wherein the retrieving and displaying step includes searching through the customer data entry set and product list files, and retrieving the product data based on the product list file references, without having to search through the data files stored in the data storage device in order to determine which ones correspond to the criteria received in step (f);

(j) requesting the customer to select one of the products whose data is displayed in step (i);

(k) receiving the customer'"'"'s selection of a product; and

(l) delivering the product or data relating to the product selected in step (k).

35. The method according to claim 34 including the additional step of:

(k)(1) increasing the priority rating of a product each time a customer'"'"'s selection of the product is received and decreasing the priority rating of a product each time the product is retrieved and displayed but not selected.

36. The method according to claim 34 including the steps of:

(i)(1) requesting an operator to indicate preferences for the proportions of products to be displayed which correspond to the product directories with different degrees of specificity;

(i)(2) receiving the preferences indicated in step (i)(1); and

(i)(3) limiting the proportions of products presented to the customer according to the preferences received in step (i)(2).

37. The method according to claim 33 including the additional step of:

(k)(1) increasing the priority rating of a product each time a customer'"'"'s selection of the product is received and decreasing the priority rating of a product each time the product is retrieved and displayed but not selected.

38. The method according to claim 33 including the step of storing the suitability codes by which products are identified in step (c)(2) on a master suitability code list.

39. The method according to claim 38 including the steps of:

(c)(2)(i) storing on the master suitability code list the identities of the product lists on which the product data relating to each product is referenced.

40. The method according to claim 39 wherein the suitability codes of step (c)(2) contain variable indicia and the method includes the steps of:

(c)(2)(ii) requesting an operator to indicate preferences for the types of products to be displayed;

(c)(2)(iii) receiving the preferences indicated in step (c)(2)(ii); and

(c)(2)(iv) changing the variable indicia of the suitability codes in response to the preferences received in step (c)(2)(iii).

41. The method according to claim 40 including the steps of:

(c)(2)(ii) requesting an operator to indicate preferences for the types of products to be displayed;

(c)(2)(iii) receiving the preferences indicated in step (c)(2)(ii); and

(c)(2)(iv) changing the variable indicia of one or more suitability codes in response to the preferences received in step (c)(2)(iii) and changing the variable indicia of one or more suitability codes in response to a time or date registered by the clock.

42. The method according to claim 39 wherein the suitability codes of step (c)(2) contain variable indicia and the method includes the steps of storing a clock in the data storage device and changing at least some of the suitability codes in response to a time or date registered by the clock.

43. An apparatus that stores and selectively retrieves and displays product data, comprising:

(a) a data storage device in which are stored

(1) product data files relating to a plurality of products,

(2)product lists referencing the product data of products having anticipated common applications, the product lists include priority ratings indicative of an expert judgment of the suitability of the product and suitability codes indicative of the desirability of retrieving and displaying the product in a particular circumstance, wherein the suitability codes are converted into a priority rating operator that modifies the priority ratings; and

(3) customer data entry sets indicating allowable combinations of criteria for products desired by customers, the customer data entry sets being connected to the product lists, at least one product list being connected to a plurality of customer data entry sets;

(b) a display monitor that displays choices of criteria that a customer might desire in a product;

(c) a customer input device connected to the display monitor that receives the criteria selected by the customer;

(d) a computer connected to the customer input device that receives the customer selected criteria from the input device, selects the customer data entry set or sets that best correspond to the criteria received by the customer input device, retrieves from the data storage device the product data referenced by the product lists connected to the selected customer data entry set or sets and displays the product data on the display monitor, wherein the retrieval of the product data occurs using the references on each product list without having to perform a search of the product data files stored in the data storage device in order to determine which products correspond to the customer selected criteria.

44. The apparatus according to claim 43 including product directories stored in the data storage device, the product directories being connected to the product lists and to the customer data entry sets, at least one product directory being connected to a plurality of customer data entry sets and to a plurality of product lists.

45. The apparatus according to claim 44 wherein the product data relating to at least some of the products stored in the data storage device is capable of modification by the customer in response to changes input through the customer input device.

46. The apparatus according to claim 44 wherein a list of key words, character strings or symbols for the customer'"'"'s selection are stored in the data storage device and a translator is also stored in the data storage device for translating key words, character strings or symbols selected by the customer into one or more customer data entry sets.

47. The apparatus according to claim 44 wherein one or more of the menu screens comprises a continuous scroll of criterion choices.

48. The apparatus according to claim 44 including a plurality of menu screens stored in the data storage device, each menu screen displaying criterion choices for a customer'"'"'s selection.

49. The apparatus according to claim 44 wherein at least one customer data entry set is connected to a plurality of product directories.

50. The apparatus according to claim 44 including operator preferences stored in the data storage device relating to the proportions of the types of products to be displayed to the customer and also an algorithm stored in the data storage device that limits the proportions of types of products whose data is displayed to the stored operator preferences.

51. The apparatus according to claim 44 wherein at least one product list is connected to a plurality of product directories.

52. The apparatus according to claim 43 including a plurality of menu screens stored in the data storage device, each menu screen displaying criterion choices for a customer'"'"'s selection.

53. The apparatus according to claim 43 wherein one or more of the menu screens comprises a continuous scroll of criterion choices.

54. The apparatus according to claim 43 wherein a list of key words, character strings or symbols for the customer'"'"'s selection are stored in the data storage device and a translator is also stored in the data storage device for translating key words, character strings or symbols selected by the customer into one or more customer data entry sets.

55. The apparatus according to claim 43 wherein the product data relating to at least some of the products stored in the data storage device is capable of modification by the customer in response to changes input through the customer input device.

56. The apparatus according to claim 43 including an algorithm stored in the data storage device for converting the suitability codes to priority rating operators.

57. The apparatus according to claim 43 including a master suitability code list stored in the data storage device that references the products whose data is stored in the data storage device with the suitability codes.

58. The apparatus according to claim 57 wherein the master suitability code list includes the identities of the product lists on which the product data relating to each product is referenced.

59. The apparatus according to claim 43 wherein the suitability codes contain variable indicia that indicate an operator preference for the types of products to be displayed.

60. The apparatus according to claim 43 including a clock stored in the data storage device and wherein at least some of the suitability codes are time sensitive and contain variable indicia that are changed in response to a time or date registered by the clock.

61. The apparatus according to claim 43 including operator preferences stored in the data storage device relating to the proportions of the types of products to be displayed to the customer and also an algorithm stored in the data storage device that limits the proportions of types of products whose data is displayed to the stored operator preferences.