Engine to present user interface based on a logical structure, such as one for a customer relationship management system
First Claim
Patent Images
1. A computer-implemented method, comprising:
- loading a logical structure of questions and branches, whereineach said question represents a single interaction between a script and a user, andeach said branch represents a link between one of said questions and another of said questions;
determining an arrangement of the questions and the branches of the loaded logical structure, in accordance with the loaded logical structure, for presentation to said user;
determining, by a computer system, a set of questions to be simultaneously presented to the user by performing
1),
2),
3),
4), and
5), below;
1) adding a first question to the set of questions, which is initially empty;
2) designating the first question as a previous question for a test below;
3) adding a next subsequent consecutive question after the previous question to the set of questions if the following conditions are all true, the following conditions being referred to as the test;
a) the previous question has only one branch, which is to the next subsequent consecutive question;
b) the next subsequent consecutive question does not depend on the previous question, or questions prior to the previous question, for text substitution; and
c) the next subsequent consecutive question is not on a different page than the previous question;
4) if conditions a), b), and c) were all true, designating the next subsequent consecutive question as the previous question for the test and looping back to
3); and
5) if conditions a), b), and c) were not all true, stopping the performance of
3),
4), and
5), and adding no further questions to the set of questions; and
presenting the set of questions simultaneously to the user as part of a user interface.
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Abstract
A flowchart-based tool can be used to build a logical structure. In the context of a customer relationship management (CRM) system, the logical structure can comprise an ordered set of questions and branching logic that are presented to a customer of the business when the customer contacts the business with an inquiry, such as for a sale or service inquiry or other interaction. An engine can run a session associated with the logical structure, with the session presenting questions, text, graphics, and the like dynamically to a user interface. Branching logic determines the appropriate information to present to the user interface based on answers to previous questions.
50 Citations
15 Claims
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1. A computer-implemented method, comprising:
-
loading a logical structure of questions and branches, wherein each said question represents a single interaction between a script and a user, and each said branch represents a link between one of said questions and another of said questions; determining an arrangement of the questions and the branches of the loaded logical structure, in accordance with the loaded logical structure, for presentation to said user; determining, by a computer system, a set of questions to be simultaneously presented to the user by performing
1),
2),
3),
4), and
5), below;1) adding a first question to the set of questions, which is initially empty; 2) designating the first question as a previous question for a test below; 3) adding a next subsequent consecutive question after the previous question to the set of questions if the following conditions are all true, the following conditions being referred to as the test; a) the previous question has only one branch, which is to the next subsequent consecutive question; b) the next subsequent consecutive question does not depend on the previous question, or questions prior to the previous question, for text substitution; and c) the next subsequent consecutive question is not on a different page than the previous question; 4) if conditions a), b), and c) were all true, designating the next subsequent consecutive question as the previous question for the test and looping back to
3); and5) if conditions a), b), and c) were not all true, stopping the performance of
3),
4), and
5), and adding no further questions to the set of questions; andpresenting the set of questions simultaneously to the user as part of a user interface. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. An article of manufacture, comprising:
a non-transitory computer-readable storage medium storing instructions that, when executed by a computer system, cause the computer system to perform a method comprising; loading a logical structure comprising questions and branches, wherein each said question represents a single interaction between a script and a user, and each said branch represents a link between one of said questions and another of said questions; determining an arrangement of the questions and the branches of the loaded logical structure, in accordance with the loaded logical structure, for presentation to said user; determining a set of questions to be simultaneously presented to the user by performing
1),
2),
3),
4), and
5), below;1) adding a first question to the set of questions, which is initially empty; 2) designating the first question as a previous question for a test below; 3) adding a next subsequent consecutive question after the previous question to the set of questions if the following conditions are all true, the following conditions being referred to as the test; a) the previous question has only one branch, which is to the next subsequent consecutive question; b) the next subsequent consecutive question does not depend on the previous question, or questions prior to the previous question, for text substitution; and c) the next subsequent consecutive question is not on a different page than the previous question; 4) if conditions a), b), and c) were all true, designating the next subsequent consecutive question as the previous question for the test and looping back to
3); and5) if conditions a), b), and c) were not all true, stopping the performance of
3),
4), and
5), and adding no further questions to the set of questions; andpresenting the set of questions simultaneously to the user as part of a user interface. - View Dependent Claims (9, 10)
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11. An apparatus, comprising:
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a processor, communicatively coupled to a memory; wherein the apparatus is configured to perform a method comprising; loading a logical structure of questions and branches from a storage location, wherein each said question represents a single interaction between a script and a user, and each said branch represents a link between one of said questions and another of said questions; determining an arrangement of the questions and the branches of the loaded logical structure, in accordance with the loaded logical structure, for presentation to said user; determining a set of questions to be simultaneously presented to the user by performing
1),
2),
3),
4), and
5), below;1) adding a first question to the set of questions, which is initially empty; 2) designating the first question as a previous question for a test below; 3) adding a next subsequent consecutive question after the previous question to the set of questions if the following conditions are all true, the following conditions being referred to as the test; a) the previous question has only one branch, which is to the next subsequent consecutive question; b) the next subsequent consecutive question does not depend on the previous question, or questions prior to the previous question, for text substitution; and c) the next subsequent consecutive question is not on a different page than the previous question; 4) if conditions a), b), and c) were all true, designating the next subsequent consecutive question as the previous question for the test and looping back to
3); and5) if conditions a), b), and c) were not all true, stopping the performance of
3),
4), and
5), and adding no further questions to the set of questions; andpresenting the set of questions simultaneously to the user as part of a user interface. - View Dependent Claims (12, 13, 14, 15)
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Specification
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Current AssigneeSiebel Systems Inc. (Oracle Corporation)
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Original AssigneeSiebel Systems Inc. (Oracle Corporation)
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InventorsRa, Do Joon, Malden, Mathew S., Caltabiano, Marc, Coker, John L.
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Primary Examiner(s)Hayes; John W
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Assistant Examiner(s)Erb; Nathan
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Application NumberUS10/118,538Publication NumberTime in Patent Office3,032 DaysField of Search705/1, 705/10US Class Current705/304CPC Class CodesG06Q 30/016 After-salesG06Q 30/02 Marketing; Price estimation...
