Obtaining community association data in a direct, efficient manner

• US 7,958,011 B1
• Filed: 08/04/2006
• Issued: 06/07/2011
• Est. Priority Date: 08/04/2006
• Status: Expired due to Fees

• Current Assignee: Community Archives Incorporated
• Original Assignee: Accstation Incorporated
• Inventors: Lewis, Mark Labarr, Cretney, William Robert
• Primary Examiner(s): FADOK, MARK A
• Application Number:
  US11/499,501
• Time in Patent Office: 1,768 Days
• Field of Search: 705/26, 705/27
• US Class Current: 705/26.8
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 30/0633 Lists, e.g. purchase orders, compilation or processing

Abstract

A method, computer program product and system for obtaining property owner or community association data. An order for a selection of products is directly received from a requestor. The order is built using a master questionnaire, which is stored on a database from which all sub-questionnaires (products) are created. As all “products” are created at the moment the order is placed, the information (community association data) in the master questionnaire is the information which will be incorporated into each sub-questionnaire. By receiving an order directly with the requestor and building the order using a master questionnaire which includes questions and answers that may be incorporated into the sub-questionnaires (products), the association data may be obtained by requestors in a direct, efficient manner without the use of a third party service provider.

Claims

1. An automated method for obtaining association data, comprising the steps of:

receiving an order for a selection of one or more products from a requestor, wherein a description of said selection of one or more products is displayed to said requestor;

using processor circuitry, building said order, wherein building said order comprises the steps of;

obtaining appropriate information from a profile of said requestor,

obtaining a first master questionnaire, wherein said first master questionnaire is associated with a first association, wherein said first association pre answers one or more of a set of questions contained in said first master questionnaire;

building a sub-questionnaire, wherein information in said first master questionnaire is incorporated into said sub-questionnaire; and

acquiring appropriate data to be placed into an order package; and

using processor circuitry, determining a price of said order based on pricing tables;

providing one or more payment methods for said price of said order; and

delivering said selection of one or more products ordered to said requestor; and

wherein said first association is provided an option as to which of said set of questions are to be answered by said requestor at time order is placed.

2. The method as recited in claim 1, further comprising the step of:

generating a receipt for said payment of said selection of one or more products ordered.

3. The method as recited in claim 1, further comprising the step of:

restricting types of products displayed to a preparer based on user type of said requestor.

4. The method as recited in claim 1, further comprising the step of:

restricting payment options displayed to said requested based on user type of said requestor.

5. The method as recited in claim 1, further comprising the step of:

providing different delivery methods based on said one or more products being ordered.

6. The method as recited in claim 1, wherein said selection of one or more products is priced differently for every association.

7. The method as recited in claim 1, further comprising the step of:

triggering a flag to be displayed to said requestor when a closing is approaching.

8. The method as recited in claim 1, wherein said first master questionnaire comprises one or more of the following:

questions, answers, date fields, titles and instructions.

9. The method as recited in claim 8, wherein information in said first master questionnaire is modified for said first association.

10. The method as recited in claim 1, wherein a second association is associated with a second master questionnaire, wherein said second association pre-answers questions contained in said second master questionnaire, wherein said pre-answers for said second association is a different set of pre-answers than said pre-answers for said first association.

11. The method as recited in claim 1, wherein said profile of said requestor indicates an individual who will be receiving orders.

12. The method as recited in claim 1, wherein said profile of said requestor indicates that said requestor is part of a user group.

13. The method as recited in claim 1, further comprising the step of:

receiving an expedited request from said requestor to expedite processing of said order, wherein said requestor is charged an expedited fee based on said selection of one or more products ordered.

14. The method as recited in claim 1, wherein said selection of one or more products ordered by said requestor comprises a custom form.

15. The method as recited in claim 1, further comprising the step of:

generating a report for both said requestor and said first association.

16. A computer program product with program instructions on a non-transitory computer readable medium for obtaining association data, comprising the programming steps of:

receiving an order for a selection of one or more products from a requestor, wherein a description of said selection of one or more products is displayed to said requestor;

building said order, wherein building said order comprises the programming steps of;

obtaining appropriate information from a profile of said requestor,

obtaining a first master questionnaire, wherein said first master questionnaire is associated with a first association, wherein said first association pre-answers one or more of a set of questions contained in said first master questionnaire;

building a sub-questionnaire, wherein information in said first master questionnaire is incorporated into said sub-questionnaire; and

acquiring appropriate data to be placed into an order package; and

determining a price of said order based on pricing tables;

providing one or more payment methods for said price of said order; and

delivering said selection of one or more products ordered to said requestor;

wherein said first association is provided an option as to which of said set of questions are to be answered by said requestor at time order is placed.

17. The computer program product as recited in claim 16, further comprising the programming step of:

generating a receipt for said payment of said selection of one or more products ordered.

18. The computer program product as recited in claim 16, further comprising the programming step of:

restricting types of products displayed to said requestor based on user type of said requestor.

19. The computer program product as recited in claim 16, further comprising the programming step of;

restricting payment options displayed to said requested based on user type of said requestor.

20. The computer program product as recited in claim 16, further comprising the programming step of:

providing different delivery methods based on said one or more products being ordered.

21. The computer program product as recited in claim 16, wherein said selection of one or more products is priced differently for every association.

22. The computer program product as recited in claim 16, further comprising the programming step of:

triggering a flag to be displayed to a preparer when a closing is approaching.

23. The computer program product as recited in claim 16, wherein said first master questionnaire comprises one or more of the following:

questions, answers, date fields, titles and instructions.

24. The computer program product as recited in claim 23, wherein information in said first master questionnaire is modified for said first association.

25. The computer program product as recited in claim 16, wherein a second association is associated with a second master questionnaire, wherein said second association pre-answers questions contained in said second master questionnaire, wherein said pre-answers for said second association is a different set of pre-answers than said pre-answers for said first association.

26. The computer program product as recited in claim 16, wherein said profile of said requestor indicates an individual who will be receiving orders.

27. The computer program product as recited in claim 16, wherein said profile of said requester indicates that said requester is part of a user group.

28. The computer program product as recited in claim 16, further comprising the programming step of:

receiving an expedited request from said requester to expedite processing of said order, wherein said requester is charged an expedited fee based on said selection of one or more products ordered.

29. The computer program product as recited in claim 16, wherein said selection of one or more products ordered by said requester comprises a custom form.

30. The computer program product as recited in claim 16, further comprising the programming step of:

generating a report for both said requester and said first association.

31. A system for obtaining association data, comprising:

a memory unit operable for storing a computer program for obtaining association data;

a processor coupled to said memory unit, wherein said processor, responsive to said computer program, comprises;

circuitry for receiving an order for a selection of one or more products from a requestor, wherein a description of said selection of one or more products is displayed to said requestor;

circuitry for building said order, wherein circuitry for building said order comprises;

circuitry for obtaining appropriate information from a profile of said requestor,

circuitry for obtaining a first master questionnaire, wherein said first master questionnaire is associated with a first association, wherein said first association pre-answers one or more of a set of questions contained in said first master questionnaire;

circuitry for building a sub-questionnaire, wherein information in said first master questionnaire is incorporated into said sub-questionnaire; and

circuitry for acquiring appropriate data to be placed into an order package; and

circuitry for determining a price of said order based on pricing tables;

circuitry for providing one or more payment methods for said price of said order; and

circuitry for delivering said selection of one or more products ordered to said requestor;

wherein said first association is provided an option as to which of said set of questions are to be answered by said requestor at time order is placed.

32. The system as recited in claim 31, wherein said processor further comprises:

circuitry for generating a receipt for said payment of said selection of one or more products ordered.

33. The system as recited in claim 31, wherein said processor further comprises:

circuitry for restricting types of products displayed to said requestor based on user type of said requester.

34. The system as recited in claim 31, wherein said processor further comprises:

circuitry for restricting payment options displayed to said requested based on user type of said requester.

35. The system as recited in claim 31, wherein said processor further comprises:

circuitry for providing different delivery methods based on said one or more products being ordered.

36. The system as recited in claim 31, wherein said selection of one or more products is priced differently for every association.

37. The system as recited in claim 31, wherein said processor further comprises:

circuitry for triggering a flag to be displayed to a preparer when a dosing is approaching.

38. The system as recited in claim 31, wherein said first master questionnaire comprises one or more of the following:

questions, answers, date fields, titles and instructions.

39. The system as recited in claim 38, wherein information in said first master questionnaire is modified for said first association.

40. The system as recited in claim 31, wherein a second association is associated with a second master questionnaire, wherein said second association pre answers questions contained in said second master questionnaire, wherein said pre-answers for said second association is a different set of pre-answers than said pre-answers for said first association.

41. The system as recited in claim 31, wherein said profile of said requestor indicates an individual who will be receiving orders.

42. The system as recited in claim 31, wherein said profile of said requestor indicates that said requestor is part of a user group.

43. The system as recited in claim 31, wherein said processor further comprises:

circuitry for receiving an expedited request from said requestor to expedite processing of said order, wherein said requestor is charged an expedited fee based on said selection of one or more products ordered.

44. The system as recited in claim 31, wherein said selection of one or more products ordered by said requestor comprises a custom form.

45. The system as recited in claim 31, wherein said processor further comprises:

circuitry for generating a report for both said requestor and said first association.

46. The system as recited in claim 31, wherein said system is implemented using an application service provider model.