Contact management system and method

• US 8,255,464 B2
• Filed: 05/09/2006
• Issued: 08/28/2012
• Est. Priority Date: 05/09/2006
• Status: Expired due to Fees

• Current Assignee: John T. Wilkins
• Original Assignee: John T. Wilkins
• Inventors: Wilkins, John T.
• Primary Examiner(s): Hamza, Faruk
• Assistant Examiner(s): AILES, BENJAMIN A
• Application Number:
  US11/431,886
• Publication Number:
  US 20070266118A1
• Time in Patent Office: 2,303 Days
• Field of Search: 709/206, 709217-219, 707/104.1, 705/1
• US Class Current: 709/206
• CPC Class Codes: G06F 16/9554 by using bar codes
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A computer-implemented contact management method includes creating a contact record in a contact management system, generating a unique serial number corresponding to the contact record, conveying the serial number to a recipient, entering, by the recipient, the serial number into an internet-enabled computer application, requesting, by the application, the record from the contact management system corresponding to the serial number, and receiving data associated with the contact record. The received contact data may be automatically updated through an update function. A contact management system includes a data storage and a contact management server. A plurality of internet-enabled computer applications associated to the same user account may receive the same information using a synchronization function without further user input.

Claims

1. In a network including an information management system and a plurality of network devices, a computer-implemented information management method, comprising:

receiving, at the information management system, user information from a first network device;

creating a first user account associated with a first user information record containing first user information, the first user account storing first user authentication criteria;

creating the first user information record in the information management system from the received user information, and associating the first user information record with the first user account;

generating a unique serial number for the first user information record, said unique serial number not containing network address information identifying a network address of the information management system or of the first user information record, wherein the unique serial number is generated by at least one of receiving a serial number candidate from the first network device and verifying the serial number candidate is unique, and the information management system selecting the unique serial number;

storing the serial number and associated user information in the first user information record;

transmitting the serial number;

creating a second user account, the second user account storing second user authentication criteria;

receiving, at the information management system, a request from a first requester application the request including second user authentication criteria and second user identification information associated with a second user account, at least one request type, and a requester application identifier of the first requester application;

authenticating the second user request as a request from the second user using the second user authentication criteria and the second user identification information;

generating and storing a request log associated with the second user account on the information management system, the request log including a time of the second user request, the requester application identifier of the first requester application and the at least one request type included in the request, wherein the request type includes one of a second user adding, updating, deleting and synchronizing request, and where the request type is one of add, the request log storing at least one serial number associated to the add request, and where the request type is one of delete, the request log storing at least one serial number associated to the delete request;

where the second user request contains a request type of add, processing the request by identifying at least one serial number associated to the request type, retrieving the user information record associated to the at least one serial number, determining access permissions to each retrieved user information record, and maintaining in at least one of the program memory and the data storage each user information record where access is permitted until a reply is transmitted,

where the second user request contains a request type of update, processing the request by retrieving the requester application identifier of the first requester application, determining the last time the first requester application sent an update request to the information management system and retrieving each user information record requested by the first requester application with a last updated date occurring after the last time the first requester application sent an update request to the information management system, determining access permissions to each retrieved user information record, and maintaining in at least one of the program memory and the data storage each retrieved user information record where access is permitted until a reply is transmitted,

where the second user request contains a request type of synchronize, processing the request by identifying each user information request made by at least one requester application of the second user other than the first requester application since a last time the first requester application sent a synchronization request to the information management system, retrieving at least one of the user information record identified by each information request and an instruction to add or delete a user information record for each user information request, determining access permissions to each retrieved user information record, and maintaining in at least one of the program memory and the data storage at least one of each retrieved user information record where access is permitted and each instruction until a reply is transmitted,

retrieving from at least one of the program memory and the data storage each retrieved user information record and each instruction, and

transmitting to the first requester application each user information record and each instruction.

2. The method of claim 1 wherein the step of generating a unique serial number includes determining a unique alphanumeric sequence and appending a checksum value.

3. The method of claim 1 wherein the step of transmitting the serial number includes sending an email, including the serial number, to an email address associated with the received user information.

4. The method of claim 1 wherein the step of transmitting the serial number includes downloading web page content, including the serial number, for display in a web browser.

5. The method of claim 1 further comprising:

the first requester application including an input screen for entering a serial number; and

receiving the serial number via the input screen.

6. The method of claim 1 further comprising detecting changes in the user information stored in the first user information record, and automatically updating the corresponding record stored in the first requester application data storage after changes to the first user information record are detected.

7. The method of claim 1, wherein receiving at the information management system a request from a first requester application, the request further includes a requester application type indicating at least one of a data format and a protocol of the first requester application, and wherein transmitting to the first requester application further includes transmitting a reply in at least one of a data format and a protocol identified by the requester application type.

8. In a network having a plurality of network devices, an information management system comprising:

a data storage, the data storage including a means of storing a plurality of user accounts, at least one user authentication criteria associated to a user account, at least one user information record associated to a user account, a means of indicating when a user information record has been updated, each request for user information made by each requester application, the record of each request containing at least user identification information associating the request to the user account of the requester, the time of the request, at least one request type, and a requester application identifier; and

an information management server, wherein the information management server is programmed to

create a first user account and a first user information record associated to the first user account in the data storage in response to user information received from a first network device, store in the first user information record a first unique serial number, said unique serial number not containing network address information identifying a network address of the information management system or of the first user information record, and transmit the first unique serial number,

create a second user account, the second user account storing second user authentication criteria;

receive a request from a first requester application, the request containing second user identification information and second user authentication criteria, at least one request type, and a requester application identifier identifying the first requester application,

authenticate the second user request as a request from the second user using the second user authentication criteria and the second user identification information,

store a record of the second user request, the record of the request containing at least user identification information associating the record of the request to a user account, the time of the request, at least one request type and a requester application identifier,

determine if the second user request contains a request type of at least one of add and update and delete and synchronize,

where the second user request contains a request type of add, process the request by identifying at least one serial number associated to the request type, retrieving the user information record associated to the at least one serial number, determining access permissions to each retrieved user information record, and maintaining in at least one of the program memory and the data storage each user information record where access is permitted until a reply is transmitted,

where the second user request contains a request type of update, process the request by retrieving the requester application identifier from the request, determining the last time the first requester application sent an update request to the information management system and retrieving each user information record requested by the first requester application with a last updated date occurring after the last time the first requester application sent an update request to the information management system, determining access permissions to each retrieved user information record, and maintaining in at least one of the program memory and the data storage each retrieved user information record where access is permitted until a reply is transmitted,

where the second user request contains a request type of synchronize, process the request by identifying each user information request made by at least one requester application of the second user other than the first requester application since a last time the first requester application sent a synchronization request to the information management system, retrieving at least one user information record identified by each information request and an instruction to add or delete a user information record for each user information request, determining access permissions to each retrieved user information record, and maintaining in at least one of the program memory and the data storage each retrieved user information record where access is permitted and each instruction until a reply is transmitted,

retrieve from at least one of the program memory and the data storage each user information record and each instruction, and

transmit to the first requester application each user information record and each instruction.

9. The information management system of claim 8 wherein the information management server is programmed to receive a request from the first requester application, detect a data format and/or protocol for the first requester application, and transmit a response to the first requester application in a data format and/or protocol compatible with the first requester application.

10. The information management system of claim 8 wherein each record in the request log includes a user identification information field identifying the requesting user and a requester application identifier field, wherein the unique first serial number is received in a request from a first requester application including user identification information and a requester application identifier, and wherein the response to the first requester application includes stored user information associated with a second unique serial number associated with the received user identifier through a record in the request log.

11. The information management system of claim 8, wherein

the information management server is programmed to create a first group record associated to a first user account in the data storage in response to a request to create a group record received from a first network device, store in the first group record a plurality of individual user serial numbers received from the first network device, and store in the first group record a first unique group serial number.

12. The information management system of claim 11 wherein

the information management server is further programmed to receive a request from a requester application for the unique first group serial number, and transmit a response to the requester application including stored user information associated with the individual user serial numbers mapped to the first group serial number.