Client Account and Information Management System and Method

• US 20080097818A1
• Filed: 01/09/2008
• Published: 04/24/2008
• Est. Priority Date: 12/12/2000
• Status: Active Grant

• Current Assignee: Kyndryl Incorporated
• Original Assignee: Enrique Rodriguez, Joseph Brattain, Sandra Shore, Terry Washington
• Inventors: Shore, Sandra, Washington, Terry, Brattain, Joseph, Rodriguez, Enrique
• Granted Patent: US 8,170,948 B2
• Time in Patent Office: Days
• US Class Current: 705/35
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: Y10S 707/99931 Database or file accessing

Abstract

An information repository and management system for data regarding a client base which integrates a plurality of information types including database records, word processor files, e-mail, other hyperlinked documents, web pages and web sites. Implemented as a database application on a web-enabled database server, sales and marketing team members may access the system through an intranet or remotely through an Internet. Portions of the database may be extracted and placed on a portable computing device for traveling purposes. The extracted database can be later synchronized with the central database upon return of a sales and marketing team member from a meeting or business trip. Links and expandable subforms are provided to web sites for stock quoting and client home pages, allowing sales team members to quickly gather information regarding a company'"'"'s latest news announcements, stock performance, and financial status. Client relationship documents, such as meeting summaries, previous meeting briefing packages, and action item tracking sheets are organized and accessible through the system.

Claims

1-9. -9. (canceled)

10. A computer program embodied in a computer-readable medium for organizing briefing packages for presentation to sales account executives, said computer program performing steps comprising:

storing a plurality of client records relating to one or more client business entities, each client record containing a plurality of fields in at least one client account database, at least one of said fields containing a link to data, documents or information external to said database;

parsing a portion of an electronic mail message according to a predetermined format to determine a client record to which the message is to be linked;

integrating information to form a briefing package by linking said electronic mail message and at least one other external data item to at least one client record said other external data item being selected from the list of a stock share price quote server, a business plan document, a marketing strategy document a note from a previous meeting with said client, a previously presented presentation document and an action item list;

subsequently showing a first set of information for a selected client account on a main screen view on a user display by selecting an client record associated with a specific client business entity; and

providing in said first set of shown information one or more user-selectable expandable subforms, wherein at least one subform retrieves and shows at least one of said linked external data items when expanded.

11. The computer program as set forth in claim 10 wherein said program for retrieving linked external data items comprises program for showing word processor files.

12. The computer program as set forth in claim 10 wherein said program for retrieving linked external data items comprises program for showing computer-readable presentation files.

13. The computer program as set forth in claim 10 wherein said program code for parsing a portion of said electronic mail message comprises parsing a subject field for a client name indicator.

15. The computer program as set forth in claim 10 wherein said program for retrieving linked external data items comprises program for showing a stock share quote for a selected client company.

14. (canceled)

16. (canceled)

17. A system for organizing information and presenting executive briefing packages

a storage device for storing a plurality of client records, said client records each containing data or links to data relating to a different customer and each record containing a plurality of fields, at least one of said fields containing a link to data, documents or information external to said database;

an email parser configured to parse a portion of an electronic mail message according to a predetermined format to determine a client record to which the message is to be linked;

a first program code means integrating and showing a first set of information for a selected client account on a main screen view on a user display, said integrating information forming a briefing package by linking said electronic mail message and at least one other external data item to at least one client record said other external data item being selected from the list of a stock share price quote server, a business plan document, a marketing strategy document a note from a previous meeting with said client, a previously presented presentation document and an action item list; and

a second code means for providing user-selectable expandable subforms and hyperlinks to additional information for said selected client account, wherein at least one subform retrieves and shows at least one of said linked external data items when expanded.

18. The system as set forth in claim 17 wherein said second code means comprises code means for causing the computer to show word processor files.

19. The system as set forth in claim 17 wherein said second code means comprises code means for causing the computer to show computer-readable presentation files.

20. The system as set forth in claim 17 wherein email parser is further configured to parse a subject field of said electronic message for a client name indicator .

21. The system as set forth in claim 17 wherein said second code means comprises code means for causing the computer to show biographical information concerning at least one employee of a selected client company.

22. The system as set forth in claim 17 further comprising a remote access communications interface for providing access to said database via a computer network, and for showing said first set of information for a selected client account on a remote computer display.

23. (canceled)