Methods and apparatus for managing pre-paid printing system accounts

• US 8,332,332 B2
• Filed: 01/29/2010
• Issued: 12/11/2012
• Est. Priority Date: 01/29/2010
• Status: Active Grant

• Current Assignee: Xerox Corporation (Xerox Holdings Corp.)
• Original Assignee: Xerox Corporation (Xerox Holdings Corp.)
• Inventors: Carlson, Charles Robert, VanWinkle, James Patrick, Herman, Paul Ronald, Villarreal, Shanti, Jones, Brent Rodney, Murthy, Ashok, Kleiman, Sara, Boyt, Mark Simon
• Primary Examiner(s): Vetter, Daniel
• Application Number:
  US12/696,892
• Publication Number:
  US 20110191148A1
• Time in Patent Office: 1,047 Days
• Field of Search: 705/7.35, 705/400, 399/79, 358/1.15
• US Class Current: 705/400
• CPC Class Codes: G06Q 30/0207 Discounts or incentives, e.g. coupons or rebates
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]

Abstract

Methods and systems are presented for managing document processing device usage in which a customer accesses a management system to buy and pay for account credits, and to apply print units to specific managed device by conversion of account credits based on current pricing information for the specified account and the particular device at the time of the request.

Claims

1. A method for managing prepaid usage of at least one document processing device configured to allow customer initiated operation based on available print units applied to the device, the method comprising:

storing account information in a data store for a plurality of accounts, the individual accounts being associated with a corresponding customer, the account information for individual accounts comprising;

an available credits value indicating an amount of account credits currently available to the account for which the corresponding customer has previously paid, and

current pricing information including at least one conversion factor for converting account credits available to the account to print units for specific document processing devices registered to the account;

upon a request from a customer of a specified account via a portal, using a computer processor, adding credits to the specified account at a current rate and adding a number corresponding to a paid amount of new credits to the available credits value for the specified account if customer payment is verified;

upon a request from the customer of the specified account via the portal, using the computer processor, applying print units to a specified document processing device associated with the specified account by converting a number of credits currently available to the specified account into a number of print units according to the specified document processing device and the current pricing information for the specified account at the time of the request; and

upon a request from a customer of a specified account via a portal, converting a number of print units previously applied to a first specified document processing device associated with the specified account into a number of account credits available to the specified account according to the specified document processing device and the current pricing information for the specified account at the time of the request.

2. The method of claim 1, further comprising applying at least some of the converted number of account credits to a second specified document processing device according to the customer request by converting converted account credits into a number of print units for the second specified document processing device according to the current pricing information for the specified account at the time of the request.

3. The method of claim 1, further comprising, upon a request from a customer of a specified account via a portal, transferring print units previously applied to a first specified document processing device associated with the specified account into a number of print units for a second specified document processing device according to the current pricing information for the first and second specified devices of the specified account at the time of the request.

4. The method of claim 1, further comprising storing registered device information including device subaccount information for at least one device subaccount associated with a particular document processing device registered by the customer to the account, wherein the device subaccount information for at least one individual device subaccount includes registered consumable information including consumable information for one or more consumable components operatively associated with the particular document processing device;

wherein the current pricing information for individual accounts comprises;

device type pricing information including;

at least one price factor for each specific document processing device type for converting account credits to print units, and

at least one print unit price modifier for each of a plurality of different specific document processing device types for increasing the print unit price if a given customer account provides for including one or more additional cost factors for consumables, service, and support in the print unit price, and

customer specific pricing information including modifier flags indicating applicability of one or more of the print unit price modifiers for the given customer account; and

wherein converting a number of credits currently available to the specified account into a number of print units for applying print units to a specified document processing device comprises;

converting one or more available credits into a number of print units based at least partially on the at least one price factor for the specified document processing device type, and

determining if the customer account provides for including one or more additional cost factors for service, support, or consumables in the print unit price based on the modifier flags, and if so, selectively increasing the print unit price of the conversion based on one or more applicable print unit price modifiers.

5. The method of claim 4, wherein the customer specific pricing information includes discount information indicating pricing discounts applicable to the given customer account;

and

wherein converting a number of credits currently available to the specified account into a number of print units for applying print units to a specified document processing device further comprises selectively decreasing the print unit price of the conversion by applying one or more discounts to the conversion according to the discount information.

6. The method of claim 4, wherein different discount information is stored for specified document processing devices obtained by the customer from different resellers or for specified document processing devices obtained by the customer in different regions.

7. The method of claim 4, wherein the device subaccount information for individual device subaccounts includes a total print unit used value indicating a total number of print units used by the corresponding document processing device;

the method further comprising at least one of;

selectively increasing a print unit price modifier for service cost as the total print unit used value increases for the corresponding document processing device; and

selectively decreasing a print unit price modifier for support cost as the total print unit used value increases for the corresponding document processing device.

8. The method of claim 4, further comprising decreasing at least one print unit price modifier associated with service cost, support cost, or consumable cost when a given document processing device has used more than a threshold number of print units in a predetermined time period.

9. The method of claim 1, wherein the account information for individual accounts comprises reduced functionality information indicating whether one or more document processing devices registered by the customer to the account are authorized to operate at a reduced level of functionality when the corresponding remaining print unit value reaches zero;

the method further comprising selectively authorizing a specific document processing device to perform document processing operations at a reduced level of functionality when the corresponding print unit value reaches zero based on the reduced functionality information.

10. The method of claim 1, wherein the device subaccount information for individual device subaccounts includes a plurality of different current page price ratios indicating a number of applied available print units the particular document processing device will consume to print a color page, the individual current page price ratios corresponding to different page coverage levels for color pages of documents to be processed, the method further comprising authorizing a specific document processing device to determine page coverage levels for a given color page of a given print job and to consume a corresponding number of available print units to print the given color page according to the corresponding current page price ratio.

11. The method of claim 1, comprising:

allowing a user to establish a user account and to add credits to the user account via a user-authorized agent and a portal;

allowing a vendor to register a particular document processing device to a vendor account as a public device via a vendor-authorized agent and a portal;

receiving a request from the user via a user-authorized agent and a portal to perform document processing using the public device; and

applying available print units to the public device via a user-authorized agent and a vendor-authorized agent and corresponding portals by converting a number of credits currently available to the user account into a number of print units according to the public device and the current pricing information for the vendor account at the time of the request.

12. The method of claim 1, wherein the device subaccount information for individual device subaccounts comprises a current page price ratio value indicating the ratio of a number of applied available print units the particular document processing device will consume to print a color page to the number of applied available print units the particular document processing device will consume to print a monochrome page, and a total applied print units value indicating a total number of print units applied to the particular document processing device;

and wherein applying print units to a specified document processing device comprises sending the current page price ratio value and the total applied print units value.

13. A non-transitory computer readable medium with computer executable instructions for managing prepaid usage of at least one document processing device configured to allow customer initiated operation based on available print units applied to the device, the computer readable medium comprising computer executable instructions for:

storing account information in a data store for a plurality of accounts, the individual accounts being associated with a corresponding customer, the account information for individual accounts comprising;

an available credits value indicating an amount of account credits currently available to the account for which the corresponding customer has previously paid, and

current pricing information including at least one conversion factor for converting account credits available to the account to print units for specific document processing devices registered to the account,

upon a request from a customer of a specified account via a portal, adding credits to the specified account at a current rate and adding a number corresponding to a paid amount of new credits to the available credits value for the specified account if customer payment is verified;

upon a request from the customer of the specified account via the portal, applying print units to a specified document processing device associated with the specified account by converting a number of credits currently available to the specified account into a number of print units according to the specified document processing device and the current pricing information for the specified account at the time of the request; and

upon a request from a customer of a specified account via a portal, converting a number of print units previously applied to a first specified document processing device associated with the specified account into a number of account credits available to the specified account according to the specified document processing device and the current pricing information for the specified account at the time of the request.

14. The non-transitory computer readable medium of claim 13, comprising computer executable instructions for applying at least some of the converted number of account credits to a second specified document processing device according to the customer request by converting converted account credits into a number of print units for the second specified document processing device according to the current pricing information for the specified account at the time of the request.

15. The non-transitory computer readable medium of claim 13, comprising computer executable instructions for, upon a request from a customer of a specified account via a portal, transferring print units previously applied to a first specified document processing device associated with the specified account into a number of print units for a second specified document processing device according to the current pricing information for the first and second specified devices of the specified account at the time of the request.

16. The non-transitory computer readable medium of claim 13, comprising computer executable instructions for storing registered device information including device subaccount information for at least one device subaccount associated with a particular document processing device registered by the customer to the account, wherein the device subaccount information for at least one individual device subaccount includes registered consumable information including consumable information for one or more consumable components operatively associated with the particular document processing device;

wherein the current pricing information for individual accounts comprises;

device type pricing information including;

at least one price factor for each specific document processing device type for converting account credits to print units, and

at least one print unit price modifier for each of a plurality of different specific document processing device types for increasing the print unit price if a given customer account provides for including one or more additional cost factors for consumables, service, and support in the print unit price, and

customer specific pricing information including modifier flags indicating applicability of one or more of the print unit price modifiers for the given customer account; and

wherein the computer executable instructions for converting a number of credits currently available to the specified account into a number of print units for applying print units to a specified document processing device include computer executable instructions for;

converting one or more available credits into a number of print units based at least partially on the at least one price factor for the specified document processing device type, and

determining if the customer account provides for including one or more additional cost factors for service, support, or consumables in the print unit price based on the modifier flags, and if so, selectively increasing the print unit price of the conversion based on one or more applicable print unit price modifiers.

17. The non-transitory computer readable medium of claim 16, wherein the customer specific pricing information includes discount information indicating pricing discounts applicable to the given customer account;

comprising computer executable instructions for converting a number of credits currently available to the specified account into a number of print units for applying print units to a specified document processing device further by selectively decreasing the print unit price of the conversion by applying one or more discounts to the conversion according to the discount information.

18. The non-transitory computer readable medium of claim 16, comprising computer executable instructions for storing different discount information for specified document processing devices obtained by the customer from different resellers or for specified document processing devices obtained by the customer in different regions.

19. The non-transitory computer readable medium of claim 16, wherein the device subaccount information for individual device subaccounts includes a total print unit used value indicating a total number of print units used by the corresponding document processing device;

comprising computer executable instructions for at least one of;

selectively increasing a print unit price modifier for service cost as the total print unit used value increases for the corresponding document processing device; and

selectively decreasing a print unit price modifier for support cost as the total print unit used value increases for the corresponding document processing device.

20. The non-transitory computer readable medium of claim 16, comprising computer executable instructions for decreasing at least one print unit price modifier associated with service cost, support cost, or consumable cost when a given document processing device has used more than a threshold number of print units in a predetermined time period.

21. The non-transitory computer readable medium of claim 16, wherein the account information for individual accounts comprises reduced functionality information indicating whether one or more document processing devices registered by the customer to the account are authorized to operate at a reduced level of functionality when the corresponding remaining print unit value reaches zero;

comprising computer executable instructions for selectively authorizing a specific document processing device to perform document processing operations at a reduced level of functionality when the corresponding print unit value reaches zero based on the reduced functionality information.

22. The non-transitory computer readable medium of claim 16, wherein the device subaccount information for individual device subaccounts includes a plurality of different current page price ratios indicating a number of applied available print units the particular document processing device will consume to print a color page, the individual current page price ratios corresponding to different page coverage levels for color pages of documents to be processed;

comprising computer executable instructions for authorizing a specific document processing device to determine page coverage levels for a given color page of a given print job and to consume a corresponding number of available print units to print the given color page according to the corresponding current page price ratio.

23. The non-transitory computer readable medium of claim 16, comprising computer executable instructions for:

allowing a user to establish a user account and to add credits to the user account via a user-authorized agent and a portal;

allowing a vendor to register a particular document processing device to a vendor account as a public device via a vendor-authorized agent and a portal;

receiving a request from the user via a user-authorized agent and a portal to perform document processing using the public device; and

applying available print units to the public device via a user-authorized agent and a vendor-authorized agent and corresponding portals by converting a number of credits currently available to the user account into a number of print units according to the public device and the current pricing information for the vendor account at the time of the request.

24. The non-transitory computer readable medium of claim 16, wherein the device subaccount information for individual device subaccounts comprises a current page price ratio value indicating the ratio of a number of applied available print units the particular document processing device will consume to print a color page to the number of applied available print units the particular document processing device will consume to print a monochrome page, and a total applied print units value indicating a total number of print units applied to the particular document processing device;

comprising computer executable instructions for applying print units to a specified document processing device by sending the current page price ratio value and the total applied print units value.

25. An account manager system for managing prepaid usage of at least one document processing device configured to allow customer initiated operation based on available print units applied to the device, the system comprising:

a server operatively coupled with a network to communicate and exchange data with one or more customer networks;

a data store operatively coupled with the server to store account information for a plurality of accounts, the individual accounts being associated with a corresponding customer, the account information for individual accounts comprising;

an available credits value indicating an amount of account credits currently available to the account for which the corresponding customer has previously paid, and

current pricing information including at least one conversion factor for converting account credits available to the account to print units for specific document processing devices registered to the account; and

an account management component operatively coupled with the data store and the server to add, upon a request from a customer of a specified account via a portal, credits to the specified account at a current rate and to add a number corresponding to a paid amount of new credits to the available credits value for the specified account if customer payment is verified;

the account management component being further operative upon a request from the customer of the specified account via the portal, to apply print units to a specified document processing device associated with the specified account by converting a number of credits currently available to the specified account into a number of print units according to the specified document processing device and the current pricing information for the specified account at the time of the request;

wherein the account management component is operative upon a request from a customer of a specified account via the portal, to convert a number of print units previously applied to a first specified document processing device associated with the specified account into a number of account credits available to the specified account according to the specified document processing device and the current pricing information for the specified account at the time of the request.

26. The account manager system of claim 25, wherein the account management component is operative to update the account information of a customer account by receiving, from a customer via the authorized agent and the portal, an updated remaining print unit value for a document processing device registered by the customer to a specified account, and updating the registered device information of the account information for the specified account for the document processing device.

27. The account manager system of claim 25, wherein the account information for individual accounts includes registered device information including device subaccount information for at least one device subaccount associated with a particular document processing device registered by the customer to the account, wherein the device subaccount information for individual device subaccounts includes registered consumable information including consumable information for one or more consumable components operatively associated with the particular document processing device;

wherein the current pricing information for individual accounts comprises;

device type pricing information including;

at least one price factor for each specific document processing device type for converting account credits to print units, and

at least one print unit price modifier for each of a plurality of different specific document processing device types for increasing the print unit price if a given customer account provides for including one or more additional cost factors for consumables, service, and support in the print unit price, and

customer specific pricing information including modifier flags indicating applicability of one or more of the print unit price modifiers for the given customer account; and

wherein the account management component is operative to convert a number of credits currently available to the specified account into a number of print units for applying print units to a specified document processing device by converting one or more available credits into a number of print units based at least partially on the at least one price factor for the specified document processing device type, and determining if the customer account provides for including one or more additional cost factors for service, support, or consumables in the print unit price based on the modifier flags, and if so, selectively increasing the print unit price of the conversion based on one or more applicable print unit price modifiers.

28. The account manager system of claim 25, wherein the account information for individual accounts comprises reduced functionality information indicating whether one or more document processing devices registered by the customer to the account are authorized to operate at a reduced level of functionality when the corresponding remaining print unit value reaches zero;

and wherein the account management component is operative to selectively authorize a specific document processing device to perform document processing operations at a reduced level of functionality when the corresponding print unit value reaches zero based on the reduced functionality information.

29. The account manager system of claim 25, wherein the account information for individual accounts includes device subaccount information for individual device subaccounts including a plurality of different current page price ratios indicating a number of applied available print units the particular document processing device will consume to print a color page, the individual current page price ratios corresponding to different page coverage levels for color pages of documents to be processed;

and wherein the account management component is operative to authorize a specific document processing device to determine page coverage levels for a given color page of a given print job and to consume a corresponding number of available print units to print the given color page according to the corresponding current page price ratio.

30. The account manager system of claim 25, wherein the account management component is operative to allow a user to establish a user account and to add credits to the user account via a user-authorized agent and a portal, allow a vendor to register particular document processing device to a vendor account as a public device via a vendor-authorized agent and a portal, receive a request from the user via a user-authorized agent and a portal to perform document processing using the public device, and apply available print units to the public device via a user-authorized agent and a vendor-authorized agent and corresponding portals by converting a number of credits currently available to the user account into a number of print units according to the public device and the current pricing information for the vendor account at the time of the request.

31. The account manager system of claim 25, wherein the account information for individual accounts includes device subaccount information for individual device subaccounts comprising a current page price ratio value indicating the ratio of a number of applied available print units the particular document processing device will consume to print a color page to the number of applied available print units the particular document processing device will consume to print a monochrome page, and a total applied print units value indicating a total number of print units applied to the particular document processing device;

and wherein applying print units to a specified document processing device comprises sending the current page price ratio value and the total applied print units value.

32. The account manager system of claim 25, wherein the account management component is operative to apply at least some of the converted number of account credits to a second specified document processing device according to the customer request by converting converted account credits into a number of print units for the second specified document processing device according to the current pricing information for the specified account at the time of the request.

33. The account manager system of claim 25, wherein the account management component is operative upon a request from a customer of a specified account via a portal, to transfer print units previously applied to a first specified document processing device associated with the specified account into a number of print units for a second specified document processing device according to the current pricing information for the first and second specified devices of the specified account at the time of the request.