Account management tool for e-billing system
First Claim
1. A method for providing an on-line billing system, the method comprising:
- storing account information of a plurality of customers in a database, the account information including information for associating each of the plurality of customers with a particular agent among a plurality of agents;
generating a list of customer accounts corresponding to the particular agent from the account information;
displaying the list via a web browser to the particular agent;
detecting an event that changes an association between one of the customers and the particular agent;
determining whether the particular agent has enabled notification of account changes; and
in response to detecting the event and determining that the particular agent has enabled notification of account changes, generating an electronic mail message describing the event and sending the electronic mail message to the particular agent.
6 Assignments
0 Petitions
Accused Products
Abstract
An account management methodology and system for sales representatives of an enterprise employing an e-billing system including a computer system accessible for on-line interactive communication of product and service invoices to users. The account management tool includes a database for storing customer account information including customer invoices, the customer information including information for associating a customer account with a particular sales representative; a mechanism for retrieving from the database a list of all customer accounts associated with the sales representative; and, a device for transmitting a list of customer accounts associated with the sales representative to a sales representative browser device for that sales representative'"'"'s review. The account management methodology and system includes an e-mail notification feature enabling receipt of email notifying a sales representative that a customer has signed up for (or) has been deleted from e-billing. A sales representative is further provided with the ability to turn off/on this email notification.
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Citations
34 Claims
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1. A method for providing an on-line billing system, the method comprising:
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storing account information of a plurality of customers in a database, the account information including information for associating each of the plurality of customers with a particular agent among a plurality of agents; generating a list of customer accounts corresponding to the particular agent from the account information; displaying the list via a web browser to the particular agent; detecting an event that changes an association between one of the customers and the particular agent; determining whether the particular agent has enabled notification of account changes; and in response to detecting the event and determining that the particular agent has enabled notification of account changes, generating an electronic mail message describing the event and sending the electronic mail message to the particular agent. - View Dependent Claims (2, 3, 4, 5)
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6. A server apparatus for providing an on-line billing system, the server apparatus comprising:
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a communication interface configured to retrieve account information of a plurality of customers in a database, the account information including information for associating each of the plurality of customers with a particular agent among a plurality of agents; and a processor coupled to the communication interface and configured to generate a list of customer accounts corresponding to the particular agent from the account information, instruct display of the list via a web browser to the particular agent, detect an event that changes an association between one of the customers and the particular agent, determine whether the particular agent has enabled notification of account changes, and generate an electronic mail message describing the event and send the electronic mail message to the particular agent, in response to detecting the event and determining that the particular agent has enabled notification of account changes. - View Dependent Claims (7, 8, 9, 10)
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11. An e-billing system comprising:
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a database configured to store account information of a plurality of customers in a database, the account information including information for associating each of the plurality of customers with a particular agent among a plurality of agents; a server communicating with the database, the server being configured to generate a list of customer accounts corresponding to the particular agent from the account information, instruct display of the list via a web browser to the particular agent, detect an event that changes an association between one of the customers and the particular agent, determine whether the particular agent has enabled notification of account changes, and generate an electronic mail message describing the event and send the electronic mail message to the particular agent, in response to detecting the event and determining that the particular agent has enabled notification of account changes; and a client communicating with the server, the client being configured to run the web browser to display the list. - View Dependent Claims (12, 13, 14, 15)
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16. A server apparatus for providing an on-line billing system, the server apparatus comprising:
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means for storing account information of a plurality of customers in a database, the account information including information for associating each of the plurality of customers with a particular agent among a plurality of agents; means for generating a list of customer accounts corresponding to the particular agent from the account information; means for displaying the list via a web browser to the particular agent; means for detecting an event that changes an association between one of the customers and the particular agent; means for determining whether the particular agent has enabled notification of account changes; and means for generating an electronic mail message describing the event and sending the electronic mail message to the particular agent, in response to detecting the event and determining that the particular agent has enabled notification of account changes. - View Dependent Claims (17, 18, 19, 20)
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21. A computer-readable medium carrying one or more sequences of one or more instructions for providing an on-line billing system, the one or more sequences of one or more instructions including instructions which, when executed by one or more processors, cause the one or more processors to perform the steps of:
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storing account information of a plurality of customers in a database, the account information including information for associating each of the plurality of customers with a particular agent among a plurality of agents; generating a list of customer accounts corresponding to the particular agent from the account information; displaying the list via a web browser to the particular agent; detecting an event that changes an association between one of the customers and the particular agent; determining whether the particular agent has enabled notification of account changes; and in response to detecting the event and determining that the particular agent has enabled notification of account changes, generating an electronic mail message describing the event and sending the electronic mail message to the particular agent. - View Dependent Claims (22, 23, 24, 25)
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26. An account management tool for sales representatives of an enterprise employing an e-billing system including a computer system accessible for on-line interactive communication of product and service invoices to users, the account management tool comprising:
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a database for storing customer account information including customer invoices, the customer information including information for associating a customer account with a particular sales representative; a mechanism for retrieving from the database a list of all customer accounts associated with the particular sales representative; a device for transmitting a list of the customer accounts associated with the particular sales representative to a sales representative browser device for display thereof, whereby customer account information associated with the particular sales representative is available for review; a mechanism for detecting an event that changes an association between one of the customers and the particular sales representative; a mechanism for determining whether the particular sales representative has enabled notification of account changes; and a mechanism for generating an electronic mail message describing the event and sending the electronic mail message to the particular sales representative, in response to detecting the event and determining that the particular sales representative has enabled notification of account changes. - View Dependent Claims (27, 28, 29, 30, 31)
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32. A method for tracking customers enrolled in an e-billing system employed by an enterprise, the e-billing system including a computer system accessible for online interactive communication of product and service invoices to customers, the method comprising:
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tracking enrolled customers and associated customer account information, and storing customer account information including customer invoices of the enrolled customers in a database, associating enrolled customers with a particular sales representative of the enterprise; retrieving from the database a list of all customer accounts associated with the particular sales representative; transmitting a list of the customer accounts associated with the particular sales representative to a sales representative browser device for display thereof, whereby customer account information associated with the particular sales representative is available for review by the particular sales representative; detecting an event that changes an association between one of the customers and the particular sales representative; determining whether the particular sales representative has enabled notification of customer account changes; and in response to detecting the event and determining that the particular sales representative has enabled notification of customer account changes, generating an electronic mail message describing the event and sending the electronic mail message to the particular sales representative. - View Dependent Claims (33, 34)
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Specification