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1. 发明申请

US20070208682A1 EXPERT SUPPORTED INTERACTIVE PRODUCT SELECTION AND RECOMMENDATION 有权
标题翻译：专家支持的互动产品选择和建议
公开(公告)号：US20070208682A1
公开(公告)日：2007-09-06
申请号：US11746767
申请日：2007-05-10
申请人： Rod Mancisidor , Charles Erickson , Ahmed Gheith , William Chan
发明人： Rod Mancisidor , Charles Erickson , Ahmed Gheith , William Chan
IPC分类号： G06N5/04
CPC分类号： G06N5/04 , G06Q10/10 , G06Q30/02
摘要： Expert System supported interactive product selection and recommendation. The invention assists an agent to interact with a customer and to provide selection and recommendation of available products and/or services that offer a workable solution for the customer. The invention allows for the use of agents of varying skill levels, including relatively low skill level, without suffering deleterious performance. From certain perspectives, an expert system employed using various aspects of the invention allows the agent to provide real time interaction with a customer and to provide a real time recommended solution to that customer. Many traditional approaches dealing in complex industries require that agent's have a high degree of skill and expertise. The invention allows even a novice agent to service a customer's needs without requiring a high skill level or up-front training that is often at the expense of the provider seeking to market its products and/or services.
摘要翻译：专家系统支持交互式产品选择和推荐。本发明帮助代理人与客户进行交互，并提供为客户提供可行解决方案的可用产品和/或服务的选择和推荐。本发明允许使用具有不同技能水平的试剂，包括技能水平较低，而不会产生有害的性能。从某些角度来看，使用本发明的各个方面的专家系统允许代理人提供与客户的实时交互并为该客户提供实时推荐的解决方案。处理复杂行业的许多传统方法要求代理人具有高度的技能和专业知识。本发明甚至允许新手代理服务于客户的需求，而不需要高技能水平或前期训练，这往往是以寻求上市的产品和/或服务为代价的牺牲品。

2. 发明授权

US11229193B2 Rotating spinner blade assembly for fishing lures 有权
公开(公告)号：US11229193B2
公开(公告)日：2022-01-25
申请号：US15046044
申请日：2016-02-17
申请人： Charles Erickson
发明人： Charles Erickson
IPC分类号： A01K85/10 , A01K85/12
摘要： A concave-type spinner blade and lure body assembly for use with fishing lures that generates mechanical energy to rotate the lure body to attract fish is provided herein. The spinner blade is connected to the lure body by a connector that freely rotates around the lure's spindle. The lure body is suspended from the lure spindle by a plurality of rotational elements that are housed within the lure body. The rotational mechanical energy causes the lure body to rotate thereby producing an effect that attracts fish. The present invention can be used with trolling or casting lures used in bays, rivers, lakes, oceans, and estuaries to catch a wide variety of fresh and saltwater fish.

3. 发明授权

US07925513B2 Framework for processing sales transaction data 有权
标题翻译：处理销售交易数据的框架
公开(公告)号：US07925513B2
公开(公告)日：2011-04-12
申请号：US09809991
申请日：2001-03-15
申请人： David Chao , Brian Blount , Joshua Toub , Charles Erickson , Cheng Zhou , Shari Gharavy
发明人： David Chao , Brian Blount , Joshua Toub , Charles Erickson , Cheng Zhou , Shari Gharavy
IPC分类号： G06Q10/00
CPC分类号： G06Q10/06 , G06Q10/063 , G06Q10/06398 , G06Q30/0601 , G06Q30/0613 , G06Q40/08 , G06Q40/12
摘要： A framework that enables financial services companies to manage and track information about a sales force is provided. The framework includes object models for managing distributors information, for validating and tracking licenses and credentials, for creating customized contracts, and for maintaining compensation structures. The framework allows for configuring compensations, providing financial services companies a toolkit for creating and modeling their complex commission schedules used to compensate their sales force. The framework also provides modeling tools for agreements and contracts between a financial services company or provider and the distributors who sell their products. The framework has a multi-component architecture comprising multiple modules, multiple data processing engines, a backbone and multiple data sources. The processing modules carry out information processing using one or more data processing engines. The data processing provides the tools to fetch data from the databases and process it.
摘要翻译：提供了一个框架，使金融服务公司能够管理和跟踪有关销售人员的信息。该框架包括用于管理分销商信息的对象模型，用于验证和跟踪许可证和凭证，创建定制合同以及维护补偿结构。框架允许配置补偿，为金融服务公司提供一个工具包，用于创建和建模用于补偿销售人员的复杂佣金计划。该框架还为金融服务公司或提供者与销售其产品的经销商之间的协议和合同提供建模工具。该框架具有包括多个模块，多个数据处理引擎，主干和多个数据源的多组件架构。处理模块使用一个或多个数据处理引擎执行信息处理。数据处理提供了从数据库中获取数据并进行处理的工具。

4. 发明授权

US10475117B2 Method and apparatus for processing sales transaction data 有权
公开(公告)号：US10475117B2
公开(公告)日：2019-11-12
申请号：US13114379
申请日：2011-05-24
申请人： David Chao , Brian Blount , Joshua Toub , Shari Gharavy , Cheng Zhou , Charles Erickson
发明人： David Chao , Brian Blount , Joshua Toub , Shari Gharavy , Cheng Zhou , Charles Erickson
IPC分类号： G06Q40/00 , G06Q40/02 , G06Q20/10
摘要： A system provides a way to manage agreements that institutions such as financial services companies have with distributors who sell their products. Each distributor has a plurality of sales representatives that earn commissions for selling such products. The commissions earned and any other constraints imposed on the sales representatives may be defined within a selling agreement. The system can generate each selling agreement utilizing a set of components representative of the type of agreement formed between the institutions and the distributor. The components of each selling agreement contain an associated rule set that enables a configuration engine to generate an appropriate document. The system also contains a set of regulatory conditions for each sale made by the sales representatives. The system may be utilized to process sales transaction data to ensure that selling agreement terms are followed and that regulations for each sale are satisfied.

5. 发明授权

US09076127B2 Method and system for managing distributor information 有权
公开(公告)号：US09076127B2
公开(公告)日：2015-07-07
申请号：US13020605
申请日：2011-02-03
申请人： David Chao , Brian Blount , Charles Erickson , Shari Gharavy , Cheng Zhou , Joshua Toub
发明人： David Chao , Brian Blount , Charles Erickson , Shari Gharavy , Cheng Zhou , Joshua Toub
IPC分类号： G06Q20/10 , G06Q10/10 , G06Q10/06 , G06Q30/06 , G06Q40/00 , G06Q40/08
CPC分类号： G06Q30/0214 , G06Q10/0633 , G06Q10/06375 , G06Q10/10 , G06Q20/10 , G06Q30/018 , G06Q30/0601 , G06Q40/00 , G06Q40/08 , Y10S707/945
摘要： An embodiment of the invention provides a system that enables financial services companies to manage and track information about a sales force. The system includes components for managing distributors information, for validating and tracking licenses and credentials, for creating customized contracts, and for maintaining compensation structures. The system allows for configuring compensations, providing financial services companies a toolkit for creating and modeling their complex commission schedules used to compensate their sales force. The system also provides modeling tools for agreements and contracts between a financial services company or provider and the distributors who sell products. The system has a multi-component architecture comprising multiple modules, multiple data processing engines, a backbone and multiple data sources. The processing modules carry out information processing using one or more data processing engines. The data processing provides the tools to fetch data from the databases and process it.

6. 发明申请

US20170231208A1 Rotating Spinner Blade Assembly for Fishing Lures 审中-公开
公开(公告)号：US20170231208A1
公开(公告)日：2017-08-17
申请号：US15046044
申请日：2016-02-17
申请人： Charles Erickson
发明人： Charles Erickson
IPC分类号： A01K85/10 , A01K85/12
CPC分类号： A01K85/10 , A01K85/12
摘要： A concave-type spinner blade and lure body assembly for use with fishing lures that generates mechanical energy to rotate the lure body to attract fish is provided herein. The spinner blade is connected to the lure body by a connector that freely rotates around the lure's spindle. The lure body is suspended from the lure spindle by a plurality of rotational elements that are housed within the lure body. The rotational mechanical energy causes the lure body to rotate thereby producing an effect that attracts fish. The present invention can be used with trolling or casting lures used in bays, rivers, lakes, oceans, and estuaries to catch a wide variety of fresh and saltwater fish.

7. 发明申请

US20120130877A1 Method And Apparatus For Processing Sales Transaction Data 审中-公开
标题翻译：处理销售交易数据的方法和装置
公开(公告)号：US20120130877A1
公开(公告)日：2012-05-24
申请号：US13114379
申请日：2011-05-24
申请人： David Chao , Brian Blount , Joshua Toub , Shari Gharavy , Cheng Zhou , Charles Erickson
发明人： David Chao , Brian Blount , Joshua Toub , Shari Gharavy , Cheng Zhou , Charles Erickson
IPC分类号： G06Q40/00
CPC分类号： G06Q40/02 , G06Q20/102 , G06Q40/00
摘要： A system provides a way to manage agreements that institutions such as financial services companies have with distributors who sell their products. Each distributor has a plurality of sales representatives that earn commissions for selling such products. The commissions earned and any other constraints imposed on the sales representatives may be defined within a selling agreement. The system can generate each selling agreement utilizing a set of components representative of the type of agreement formed between the institutions and the distributor. The components of each selling agreement contain an associated rule set that enables a configuration engine to generate an appropriate document. The system also contains a set of regulatory conditions for each sale made by the sales representatives. The system may be utilized to process sales transaction data to ensure that selling agreement terms are followed and that regulations for each sale are satisfied.
摘要翻译：一个系统提供了一种方式来管理金融服务公司等机构与销售其产品的经销商的协议。每个经销商都有多个销售代表，为销售这些产品赚取佣金。销售协议中可能会对销售代表所产生的佣金以及任何其他限制。该系统可以利用代表机构和分销商之间形成的协议类型的一组组件来生成每个销售协议。每个销售协议的组件包含一个关联的规则集，使配置引擎能够生成适当的文档。该系统还包含销售代表每次销售的一套监管条件。该系统可用于处理销售交易数据，以确保遵守销售协议条款，并满足每次销售的规定。

8. 发明申请

US20110231197A1 FRAMEWORK FOR PROCESSING SALES TRANSACTION DATA 审中-公开
标题翻译：处理销售交易数据的框架
公开(公告)号：US20110231197A1
公开(公告)日：2011-09-22
申请号：US13021989
申请日：2011-02-07
申请人： David Chao , Brian Blount , Joshua Toub , Charles Erickson , Cheng Zhou , Shari Gharavy
发明人： David Chao , Brian Blount , Joshua Toub , Charles Erickson , Cheng Zhou , Shari Gharavy
IPC分类号： G06Q10/00
CPC分类号： G06Q10/06 , G06Q10/063 , G06Q10/06398 , G06Q30/0601 , G06Q30/0613 , G06Q40/08 , G06Q40/12
摘要： A framework that enables financial services companies to manage and track information about a sales force is provided. The framework includes object models for managing distributors information, for validating and tracking licenses and credentials, for creating customized contracts, and for maintaining compensation structures. The framework allows for configuring compensations, providing financial services companies a toolkit for creating and modeling their complex commission schedules used to compensate their sales force. The framework also provides modeling tools for agreements and contracts between a financial services company or provider and the distributors who sell their products. The framework has a multi-component architecture comprising multiple modules, multiple data processing engines, a backbone and multiple data sources. The processing modules carry out information processing using one or more data processing engines. The data processing provides the tools to fetch data from the databases and process it.
摘要翻译：提供了一个框架，使金融服务公司能够管理和跟踪有关销售人员的信息。该框架包括用于管理分销商信息的对象模型，用于验证和跟踪许可证和凭证，创建定制合同以及维护补偿结构。框架允许配置补偿，为金融服务公司提供一个工具包，用于创建和建模用于补偿销售人员的复杂佣金计划。该框架还为金融服务公司或提供者与销售其产品的经销商之间的协议和合同提供建模工具。该框架具有包括多个模块，多个数据处理引擎，主干和多个数据源的多组件架构。处理模块使用一个或多个数据处理引擎执行信息处理。数据处理提供了从数据库中获取数据并进行处理的工具。

9. 发明授权

US07958024B2 Method and apparatus for processing sales transaction data 有权
标题翻译：处理销售交易数据的方法和装置
公开(公告)号：US07958024B2
公开(公告)日：2011-06-07
申请号：US09810012
申请日：2001-03-15
申请人： David Chao , Brian Blount , Joshua Toub , Shari Gharavy , Cheng Zhou , Charles Erickson
发明人： David Chao , Brian Blount , Joshua Toub , Shari Gharavy , Cheng Zhou , Charles Erickson
IPC分类号： G06Q40/00
CPC分类号： G06Q40/02 , G06Q20/102 , G06Q40/00
摘要： A system provides a way to manage agreements that institutions such as financial services companies have with distributors who sell their products. Each distributor has a plurality of sales representatives that earn commissions for selling such products. The commissions earned and any other constraints imposed on the sales representatives may be defined within a selling agreement. The system can generate each selling agreement utilizing a set of components representative of the type of agreement formed between the institutions and the distributor. The components of each selling agreement contain an associated rule set that enables a configuration engine to generate an appropriate document. The system also contains a set of regulatory conditions for each sale made by the sales representatives. The system may be utilized to process sales transaction data to ensure that selling agreement terms are followed and that regulations for each sale are satisfied.
摘要翻译：一个系统提供了一种方式来管理金融服务公司等机构与销售其产品的经销商的协议。每个经销商都有多个销售代表，为销售这些产品赚取佣金。销售协议中可能会对销售代表所产生的佣金以及任何其他限制。该系统可以利用代表机构和分销商之间形成的协议类型的一组组件来生成每个销售协议。每个销售协议的组件包含一个关联的规则集，使配置引擎能够生成适当的文档。该系统还包含销售代表每次销售的一套监管条件。该系统可用于处理销售交易数据，以确保遵守销售协议条款，并满足每次销售的规定。

10. 发明申请

US20110125635A1 METHOD AND SYSTEM FOR MANAGING DISTRIBUTOR INFORMATION 有权
标题翻译：管理分销商信息的方法和系统
公开(公告)号：US20110125635A1
公开(公告)日：2011-05-26
申请号：US13020605
申请日：2011-02-03
申请人： David Chao , Brian Blount , Charles Erickson , Shari Gharavy , Cheng Zhou , Joshua Toub
发明人： David Chao , Brian Blount , Charles Erickson , Shari Gharavy , Cheng Zhou , Joshua Toub
IPC分类号： G06Q30/00
CPC分类号： G06Q30/0214 , G06Q10/0633 , G06Q10/06375 , G06Q10/10 , G06Q20/10 , G06Q30/018 , G06Q30/0601 , G06Q40/00 , G06Q40/08 , Y10S707/945
摘要： An embodiment of the invention provides a system that enables financial services companies to manage and track information about a sales force. The system includes components for managing distributors information, for validating and tracking licenses and credentials, for creating customized contracts, and for maintaining compensation structures. The system allows for configuring compensations, providing financial services companies a toolkit for creating and modeling their complex commission schedules used to compensate their sales force. The system also provides modeling tools for agreements and contracts between a financial services company or provider and the distributors who sell products. The system has a multi-component architecture comprising multiple modules, multiple data processing engines, a backbone and multiple data sources. The processing modules carry out information processing using one or more data processing engines. The data processing provides the tools to fetch data from the databases and process it.
摘要翻译：本发明的一个实施例提供一种使金融服务公司能够管理和跟踪关于销售队伍的信息的系统。该系统包括用于管理分销商信息的组件，用于验证和跟踪许可证和凭据，用于创建定制合同以及维护补偿结构。该系统允许配置补偿，为金融服务公司提供一个工具包，用于创建和建模用于补偿销售人员的复杂佣金计划。该系统还提供金融服务公司或提供商与销售产品的经销商之间的协议和合同的建模工具。该系统具有包括多个模块，多个数据处理引擎，主干和多个数据源的多组件架构。处理模块使用一个或多个数据处理引擎执行信息处理。数据处理提供了从数据库中获取数据并进行处理的工具。

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