APPARATUS AND METHOD FOR ENHANCED CLIENT RELATIONSHIP MANAGEMENT

• US 20100292996A1
• Filed: 06/12/2009
• Published: 11/18/2010
• Est. Priority Date: 06/12/2008
• Status: Abandoned Application

• Current Assignee: TTP Acquisition LLC
• Original Assignee: TTP Acquisition LLC
• Inventors: Margrett, Simon L., Hicks, Steven B., Margrett, Stephen A.
• Application Number:
  US12/484,068
• Publication Number:
  US 20100292996A1
• Time in Patent Office: Days
• US Class Current: 705/1.1
• CPC Class Codes: G06F 21/604 Tools and structures for managing or administering access control systems
• CPC Class Codes: G06F 21/6218 to a system of files or objects, e.g. local or distributed file system or database
• CPC Class Codes: G06F 2221/2105 Dual mode as a secondary aspect
• CPC Class Codes: G06F 2221/2141 Access rights, e.g. capability lists, access control lists, access tables, access matrices
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

The apparatus and methods disclosed herein provide a convenient and efficient computer-based process methodology for identifying and qualifying people for different solutions and outcomes and enrolling and/or registering people in appropriate programs as they are identified. The most preferred embodiments of the present invention comprise one or more structured computerized databases comprising: a set of outcomes, each with a corresponding set of appropriately-expressed eligibility requirements; a set of applications or forms and their corresponding necessary and unique named data elements, or variables, which may or may not relate to the aforementioned set of outcomes; a set of questions corresponding to the set of variables, each question relating to one or more variables; a set of question scripts corresponding to the set of questions, with one script per question; a set of question help prompt scripts corresponding to the set of questions, with one help prompt per question; a set of interview constructs that semantically relate sets of questions; and a subject definition comprised of named locations used to store variables and their corresponding values. Given the database and elements described above, the most preferred embodiments of the present invention comprise a system that performs: eligibility determination; data acquisition; and forms or application completion using collected data elements.

Claims

1. An apparatus comprising:

at least one processor;

at least one memory coupled to said at least one processor;

at least one database residing in said at least one memory; and

a CRM mechanism residing in said memory, said CRM mechanism comprising at least one of;

a program control mechanism;

a graphics mechanism;

a communications compliance mechanism;

a cross-selling mechanism;

a mail reply mechanism;

a user and role management mechanism;

a data management mechanism; and

a marketing mechanism.

2. The apparatus of claim 1 further comprising an impersonation mechanism residing in said memory, said impersonation mechanism being configured to allow a user to rapidly switch from a first role to a second role, wherein each of said first role and said second role comprise, respectively, a first set of permissions and a second set of permission and a first dataset and a second dataset.

3. The apparatus of claim 1 wherein said CRM mechanism comprises:

a program control mechanism;

a graphics mechanism;

a communications compliance mechanism;

a cross-selling mechanism;

a mail reply mechanism;

a user and role management mechanism;

a data management mechanism; and

a marketing mechanism.

4. The apparatus of claim 1 further comprising:

an email server residing in said at least one memory;

a fax server residing in said at least one memory; and

a security mechanism residing in said at least one memory.

5. A computer-implemented method, said method comprising the steps of:

creating an activity program via a CRM mechanism, said CRM mechanism residing in a computer memory and being executed by at least one processor, said CRM mechanism comprising at least one of;

a program control mechanism;

a graphics mechanism;

a communications compliance mechanism;

a cross-selling mechanism;

a mail reply mechanism;

a user and role management mechanism;

a data management mechanism; and

a marketing mechanism.

6. The method of claim 6 further comprising the step of further comprising the step of switching from a first role to a second role, wherein each of said first role and said second role comprise, respectively, a first set of permissions and a second set of permission and a first dataset and a second dataset.

7. A computer-readable medium encoded with a computer program for managing communications with at least one contact, said computer program being configured to:

create an activity program via a CRM mechanism, said CRM mechanism comprising at least one of;

a program control mechanism;

a graphics mechanism;

a communications compliance mechanism;

a cross-selling mechanism;

a mail reply mechanism;

a user and role management mechanism;

a data management mechanism; and

a marketing mechanism;

said CRM mechanism being configured to display or transmit said at least one communication to said at least one contact via a printed message, an email, or a gift that is shipped to said at least one contact.

8. The computer-readable medium of claim 18 wherein said computer-readable medium comprises at least one of recordable media and transmission media.