EP1325443A1 - System zum zuordnen von kunden zu passenden beratern - Google Patents
System zum zuordnen von kunden zu passenden beraternInfo
- Publication number
- EP1325443A1 EP1325443A1 EP01965878A EP01965878A EP1325443A1 EP 1325443 A1 EP1325443 A1 EP 1325443A1 EP 01965878 A EP01965878 A EP 01965878A EP 01965878 A EP01965878 A EP 01965878A EP 1325443 A1 EP1325443 A1 EP 1325443A1
- Authority
- EP
- European Patent Office
- Prior art keywords
- party
- database
- information
- parties
- data
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Withdrawn
Links
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q99/00—Subject matter not provided for in other groups of this subclass
Definitions
- the present invention is directed to a system and method for matching experts and
- biosciences biosciences (biotech, pharmaceutical and medical device industry) requires more and more
- Typical product development cost range from $50 million to $ 300 million for pharmaceuticals
- development times range from 2 years to more than 10 years.
- the service provider is able at least to sell the available capacity at a reduced rate rather than not
- capacity for certain services may be available only at a premium and may only be allocated to
- Walker et al teaches a system and method for matching experts with customers.
- a subject area e.g., medicine
- subcategory e.g., pediatrics
- an expert level e.g., a general practitioner
- expert level are stored in an expert qualifications database, which can be in multimedia form
- the system can search the data (e.g., text, video, audio) and transmitted to customers; alternatively, the system can search the data (e.g., text, video, audio) and transmitted to customers; alternatively, the system can search the data (e.g., text, video, audio) and transmitted to customers; alternatively, the system can search the data (e.g., text, video, audio) and transmitted to customers; alternatively, the system can search the data (e.g., text, video, audio) and transmitted to customers; alternatively, the system can search the data (e.g., text, video, audio) and transmitted to customers; alternatively, the system can search the data (e.g., text, video, audio) and transmitted to customers; alternatively, the system can search the data (e.g., text, video, audio) and transmitted to customers; alternatively, the system can search the data (e.g., text, video, audio) and transmitted to customers; alternatively, the system can search the
- time frame is limited to a "response time ⁇ 2.0
- the matching is done between a the customer' s natural-language question and a natural-language
- Another problem occurs when a person, such as a physician, wishes to obtain information
- a product code translator stores cross-references between UPC codes and
- the person submitting the query If the URL for a particular company is an e-mail address, the
- the e-mail can be forwarded to the company.
- the URL can be a Web page of product
- the present invention is directed to a technique
- the database provides a profile of what resources are available and when they are available.
- the database can be used to provide an anonymous match between providers and customers.
- the invention further provides the ability for health care professional to execute an
- This facility will enable a health care
- Additional queries may be formatted at the user's discretion.
- the query engine will
- query entries will be directed at a specific
- the invention thereby provides a system that identifies the manufacturer of a specific
- the end-user in this case, the health care
- the database would also identify the appropriate contact information (specifically the
- the physician would then transmit the appropriate information or information request to
- the communication would then be relayed to the company, preferably to a central
- This aspect of the invention enables requestors of specialist knowledge and providers of
- the query system collects information from multiple entities (in this case physicians in
- the information resources of a manufacturer can be accessed by populating a database with information already known in the public domain.
- product information in the case of product information in the
- Information can be transmitted to or received from entities providing or needing
- connection would be populated by publicly available information, providing the link to
- Another feature of the invention is the results response engines within the web site. This
- the results response engine will create a
- respondent' s userid and the specific corporate entity identifier.
- the respondent' s entries are then
- Respondent entries may be halted or paused at any point in the questionnaire or survey
- the engine will place a book mark at the point of last entry and will resume the process
- Still other uses for the invention include distance learning.
- Fig. 1 shows an overview of a system implementing the preferred embodiment
- Fig. 2 shows a flow chart of operations for accessing the service
- Fig. 3 shows a flow chart of operations for registering with the service
- Figs. 4A-4D show a Web page for data in during registration
- Figs. 5-7 show Web pages for inputting data about a user's qualifications
- Fig. 8 shows periods of availability for three experts
- Figs. 9 and 10 show matching between an expert database and a customer database
- Fig. 11 shows a flow chart of operations for retrieving matches
- Fig. 12 shows a schematic diagram of a query engine for directing a query about a
- Fig. 13 shows a flow chart of operations for designing and taking a survey
- Fig. 14 shows a flow chart of operations for setting up a distance learning course
- Fig. 15 shows a schematic diagram of the software components of the system of Fig. 1;
- Fig. 16 shows an access engine which manages the logon procedure
- Fig. 17 shows an interview engine which manages the procedure for obtaining
- Fig. 18 shows a match engine for matching providers of expert services with requesters
- Fig. 19 shows an organization of a relational database for storing information on
- Fig. 1 shows an overview of the preferred embodiment, which is implemented on the
- a provider of expert services 102 and a potential customer of expert services 104 are
- Internet connections 108, 110 which can be any type of
- service provider 102 and the potential customer 104 can use any type of microcomputer or other
- the expert 102 and the potential customer 104 are connected over the Internet 106 to a
- the expert 102 and the customer 104 are identical to each other.
- the Web interface 114 asks the expert 102 a series
- database 120 results in a matching database 122 listing which experts are a match for which
- the server 112 can be implemented in any suitable manner, e.g., by SQL.
- the server 112 can be implemented in any suitable manner, e.g., by SQL.
- the server 112 can be implemented in any suitable manner, e.g., by SQL.
- the server 112 can be implemented in any suitable manner, e.g., by SQL.
- the server 112 can be implemented in any suitable manner, e.g., by SQL.
- FIG. 2 shows a broad overview of the manner in which the expert 102 and the customer
- step 202 a user (either the expert 102 or the customer 104)
- server 112 or by following a link from an off-site Web page.
- step 206 the user selects one of three options: registration as a new expert, logging
- the new customer registers in step 216 and inputs the data for the
- Fig. 3 shows the steps involved in the registration 208.
- the user can register as an
- step 302. a count is captured, as in step 204.
- a welcome page is displayed.
- the welcome page can display a "continue” link to let
- the user go to the next page or can be configured with a meta tag to go to the next page
- step 308 the next page is displayed, which sets
- step 312 If it is determined in step 312 that the user has declined the ground
- a page is displayed in step 314, having an error message explaining the need to accept the ground rules.
- step 316 the user is given the option of returning to step 202 or exiting
- step 312 If it is determined in step 312 that the user has accepted the ground rules, the user enters
- step 318 The system generates a new user ID. and password and
- step 320 displays them to the user in step 320.
- the user inputs payment information in step 322,
- step 324 the user proceeds to step 210 of entering
- Step 210 is carried out through the use of a succession of Web pages that prompt for and
- the information can be received through well known techniques such as
- the collection of information starts with the collection of information on contact, billing,
- the billing information can be used for extra-cost services not
- the user indicates whether he or she will be available for consulting
- the user make the same choices for availability for a temporary job.
- the user can
- the user can indicate availability for a permanent job.
- the user can indicate the length of time
- the areas 402 and 408 allow the user to indicate the start and
- the page 500 includes a drop-down box 502 listing the various areas of expertise from which
- Level of Skill area 604, from 1 (highest) to 5 (lowest).
- the "Level of Skill” area 604, from 1 (highest) to 5 (lowest).
- the result is the following data structure for the expert database 118.
- the fields include
- fields corresponding to a time of availability can have as its value a logical "true” or "false,”
- each of the fields corresponding to a text box can have as its value a text
- a staffer of the company operating the server 112 can telephone the user to verify the
- Records in the expert database 118 are matched with those in the customer database 120 to
- the server 112 can be configured to search only for exact
- customer 104 can go through the data collection process multiple times, thereby submitting
- Another feature that can be provided at this point is the ability of a customer to rank the
- priorities can be set accordingly. Similarly, a customer can decide that a maximum skill level
- Fig. 9 shows matching for the start times for availability.
- the expert has indicated availability for 2-4 weeks; therefore, the database 118 stores a one in that field and zeroes in the
- the database 120 stores a one in that
- Fig. 10 shows matching for expertise. Skill and priority levels are identified as 1
- the database 118 stores the information that the expert has indicated the highest level of expertise in the areas of business development, data
- the database 120 stores the
- the matching of the databases 118 and 120 to produce the database 122 can take place
- Another advantage is the ability to take advantage of slow times when few users are
- Step 214 of seeing the matches will now be explained with reference to Fig. 11.
- the user has logged into the server in step 212, the user is acknowledged by name in step 1102.
- step 1104 it is determined whether there are any matches. If not, the user is prompted in step 11004.
- Any resubmitted data are stored in the customer database 120. If
- the user has multiple service requests, the user can be prompted in step 1106 to change the
- the user can purchase one or more of the records, using the
- step 1108 the user is prompted to view either new matches or previously purchased
- step 1110 is given an opportunity in step 1110 to select the matches to view and to purchase them.
- the system processes the purchase on a secure server in a
- step 1114 a choice in step 1114 to receive the records by e-mail in step 1116 or to view the records on
- step 1118 The user can then handle the records in a suitable manner, e.g., by printing
- step 1120 using the print command of the e-mail client or Web browser.
- Fig. 12 shows a flow chart of the operation of a query engine.
- the manufacturer's contact information is determined from the
- the query engine will process all inquiries from the
- Fig. 12 shows the ways in which a query engine 1200 provides communication between
- the query engine 1200 provides a query Web page 1206 having a one-line text box for
- the query engine 1200 also supplies
- This notification will be generated as an e-mail through an SMTP
- the manufacturer logs on to the web site and select a Query icon. That icon permits
- the manufacturer 1204 selects a query to review from this list, and the query engine
- the 1200 executes a retrieval of the related records.
- the query is presented to the manufacturer using
- the query interface 1218 controls the query database 1210 to mark the query
- the manufacturer 1204 may
- the review form will contain several options for the response. These include Direct Response,
- Direct Response the reviewer will select the Direct Response option on the active form.
- the reviewer can then enter the information requested by the health care
- the entry will be free form and will allow the reviewer to enter approximately two
- E-mail Response if the reviewer chooses this option, the engine will present an e-mail
- the query engine ' s e-mail form will be structured with the recipient ' s e-mail address
- the document may be transferred using FTP file transfer to the web site and forwarded
- the reviewer may inform the requestor that a copy of the documentation is being sent in
- the survey engine will update the profile entry for such generations. If the subscriber has
- the questionnaire/survey forms can be created internally
- the survey engine will perform multiple tasks for the clients with regard to the
- the engine will solicit qualification requirements from the initiator in step 1302, which
- the initiator will supply in step 1304. These will include items such as the specific medical
- qualifiers will be used to identify potential participants within the subscriber profiles for the
- the initiator may also select the option of specifying participants by name or other
- the initiator may also utilize a participant listing
- the engine will provide an input screen that enables the initiator to define the specific
- step 1306 the area of interest for the interview process in step 1306, which the initiator will supply in step 1308. Whether this is a drug evaluation, medical procedure, medical device or other bioscientific
- the initiator will be able to rapidly select the appropriate definition parameters.
- the survey engine will enter the question generation mode in step 1310 and
- the initiator will display a question generation form to the initiator.
- the initiator will enter the actual
- the engine will then accept the desired response
- the initiator may enter as many responses as desired or
- the engine will create a free form text
- interview entries for review in step 1314 The initiator has the option of setting an entry review
- the engine will set an indicator to that effect and the specific entry will not be
- the engine will ask the initiator if another entry is desired.
- the reviewer may select yes or no to this question. If the initiator selects yes, the engine will ask
- the engine will mark the entries as incompjete and will set a place marker at the point
- the initiator has the option of exiting the entire generation process and returning at any
- the query engine will place a book mark at the last entry processed and exit the query
- the engine will provide an icon to publish the forms in step 1318.
- the initiator has the option in step 1320 to transmit notifications to a
- the recipients of the e-mail will take the survey in step 1324.
- the survey engine
- step 1326 will analyze the results in step 1326 for review by the initiator in step 1328.
- the corporate subscriber may generate a survey or questionnaire using its own internal
- questionnaire generation icon which will activate the questionnaire engine.
- the generation engine will validate the permissions to create a questionnaire against the
- the survey engine will update the profile entry for such generations. If the subscriber has
- the interview process can be activated using a distribution list of selected participants, or the engine will select participants from the client database tables based on the qualification
- the service will assign a representative to the corporate subscriber to gather the necessary information for the questionnaire or interview forms.
- the representative will utilize the Questionnaire Engine to formulate the entries and
- the final form of the interview questionnaire will be generated by the representative and
- Special services may be requested either through the
- the client will initiate a request for services transaction using the icon selector. This will
- the services request engine will collect the client information necessary from the client
- the client will indicate the type of services required and provide a description of the
- the services request engine will process the request and notify the service that a request
- Health Care Professionals web site wjll also contain a facility for continuing
- the Distance Learning Facility will provide health care professionals with the ability to
- the facility will be operated by a special software engine that will provide the lesson
- the Distance Learning Facility will also provide a calendar of events for training
- Corporate clients may utilize the facilities for scheduling
- DPF Learning Facility
- This engine provides the capability to
- the distance learning facility engine can create DLF courses that are
- the DLF engine will enable a corporate client to create a special program that is oriented
- the DLF facility could also be used by corporate entities to construct a combination of
- courseware is to be constructed using the DLF engine or whether the courseware is already
- the initiator must attest that the courseware engine is already web compliant. If the
- the initiator will be required in step 1402 to specify the qualifier
- the initiator will then be required to identify the target audience, physician in a particular
- the initiator will enter a link to the seminar calendar and ensure that the related
- the DLF Engine will present a form to describe the course synopsis. If the course is
- the initiator will be required to attest that the courseware to be migrated can be implemented legally without encountering any, copyright infringement problems.
- the DLF Engine will then access the downloaded file and extract the subject matter
- the engine will then format the entries as if the initiator had entered them through the
- DLF Engine will store the courseware in a special table until cleared by Biosciences Co ⁇ oration
- the DLF Engine will then link the migrated courseware to the qualifier data records and
- the co ⁇ orate subscriber has the option of creating a courseware file using the
- the DLF Course Creator Engine will prompt the initiator for the type of course, lecture
- the DLF engine will distribute notification of the
- the web site's URL will be embedded within the message text. The participant will only have to click on the IJRL and will be connected to the web site.
- the DLF Engine will have certain administrative functions in step 1412 that operate
- This critique form will be a standard form
- Participant Count this function will maintain a tally of the total number of participants
- This access period will be determined by the co ⁇ orate initiator during the
- the access engine controls access to various applications in the
- the interview engine is an interactive facility for specifying information of interest, and
- the match engine is a searching and matching engine that matches requests to provisions.
- the system includes a comprehensive database of users, expertise, requests, and
- This database maintains the information needed by the access engine to ensure
- the match engine to match requests to provisions.
- Access to the system 1500 is provided through a Web site 1502 and a
- the central control module 1504 allows access to a consulting
- matching service 1506 which provides the above-described service of matching persons offering
- an account administration database 1510 which handles account status, payment, logon authorization and the like; a database 1512 used for crawlthe matching service 1506; and a database
- the access engine takes control.
- the user is
- the system creates a user session to allow the user to access the
- the access engine continues to monitor the user's
- the design of the access engine 1600 is shown in Fig. 16.
- the access engine 1600 determines at 1604
- the user's userlD and password are validated in step 1606. If the userlD and password are validated in step 1606.
- step 1610 If the user is attempting to register, a registration form is displayed in step 1612.
- the user enters information its validity is checked in step 1614. If the user information as
- step 1608 If the user is attempting to renew a subscription, the user's information is
- This process begins with the display of a disclaimer page that the user must read and accept prior to continuing the registration process. Once the agreement is accepted, the new user is
- the registration form allows the user to provide his contact information including full
- the purchase order is verified.
- a userlD and password selection screen The user enters a userlD, a password and a hint to assist
- the system validates that the userlD is not already being
- This page is either a selection
- the user may renew his subscription at any time. Although this process is similar to
- the user is allowed to continue the use of his current userTD and password as long
- the user Upon access to the system, the user is presented with a logon screen to allow him to
- This page is either a selection of which portion of the system
- the representative may provide the user with the userlD and hint.
- the representative may reset the user's password
- the interview engine allows the user to specify what he requires or what he is
- This facility is made up of categories
- the user selects the categories and subcategories for which he has expertise and indicates his level of expertise
- the user selects the categories and subcategories for which he requires information and
- Level of expertise and priority are indicated as a number between 1 and 5, where 1 is
- the interview module includes categories which branch to subcategories based on
- the interview module When used for entering requests for an expert, the interview module also allows the
- the interview module asks if the information is correct, or
- the system returns to the data entry form of that section of the questionnaire for any edits or
- the subscriber may stop the activity and return later
- the Interview Engine inserts a
- the Interview Engine pickups the questionnaire segment at the point of
- the design of the interview engine 1700 is depicted in Fig. 17. The person being
- step 1704 subcategories are obtained in step 1704 from the database 1512, and a questionnaire web page
- step 1706 The information is validated in step 1708 and, if the
- step 1710 in the database 1512.
- step 1712 it is checked whether the interview is complete. If not, the process returns to step 1704. If so, the process
- the match engine handles matching requests to provisions. For example, the match
- the match engine searches the database for all provisions
- the rank is thus a weighted average of the difference between provider and requester levels, with
- the match engine is launched immediately by the user from the portal or may be initiated
- the match engine may be launched by both Requestors and Providers
- match engine runs on a periodic basis and sends an email to the requester informing him of any
- the requester may then enter the portal to view the matches.
- the requester may then enter the portal to view the matches.
- the portal the user is informed that matches were found and is allowed to view the matches via
- the match engine displays a summary list ofmatches and a ranking of those matches via
- the user's payment information is displayed and the user has the option of changing
- the detailed record is displayed in a web page and emailed to the user.
- the design of the match engine 1800 is as displayed in Fig. 18.
- step 1802 begins in step 1802, when either a requester makes a request or the match engine is controlled
- Requests are retrieved in step 1804 from the database 1512, and database
- step 1812 it is determined whether the match calculation is periodic or is done in
- step 1814 If the calculation is done in response to an immediate search, the
- step 1816 It is then determined in step 1818 whether the
- step 1820 it is determined in step 1820 whether
- the proffered payment method is valid. If the payment method is valid, the database record is
- step 1822 marked as purchased in step 1822, and the details are displayed and e-mailed in step 1824.
- the database is designed to allow expansion of the expertise and other criteria set during
- New criteria may be added without redesigning the database or
- database 1900 is based on a database table 1902 identifying a registered user and having the
- ID logon
- password type of user
- Social Security number first name
- middle middle
- the table 1902 is linked via the ID field to six other tables.
- the table 1904 used if the user is
- an organization includes fields for the ID, the name, the type of organization and the federal
- the table 1906 used if the user is an individual, has fields for the ID, the
- the table 1908 is used for accounting and has fields
- the billing method for the ID, the billing method, the account number, the expiration date, the billing address and
- the table 1910 is used for providers of knowledge services and has fields for the
- the table 1912 is also used for
- a single person's ID can be linked
- a table 1914 is used for
- requesters of knowledge services includes fields for the ID, the requester name, the category
- single requester's ID can be linked to multiple tables 1914.
- the tables 1904-1914 are further linked to additional tables as follows.
- the table 1906 is linked to a provider interest table 1920, a provider association 1924 and a provider degree table 1928, each of which is linked to an
- ID/description table 1922, 1926 or 1928 The tables 1902 and 1908 are linked to a table 1932
- subcategory table 1934 which is linked to a category ID/description table 1936 and a
- the ID/description tables provide detailed descriptions of the items to which they are
- the provider degree ID/description table 1930 includes an ID field
- subcategory ID/description table includes an ID field
- Additional ID/description tables 1940 are provided for expansion pu ⁇ oses.
- the database should preferably meet the following criteria: It should be implemented in
- the database should be password
Landscapes
- Business, Economics & Management (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Engineering & Computer Science (AREA)
- Theoretical Computer Science (AREA)
- Management, Administration, Business Operations System, And Electronic Commerce (AREA)
Applications Claiming Priority (3)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US636547 | 2000-08-11 | ||
US09/636,547 US7167855B1 (en) | 1999-10-15 | 2000-08-11 | Internet-based matching service for expert consultants and customers with matching of qualifications and times of availability |
PCT/US2001/025135 WO2002015085A1 (en) | 2000-08-11 | 2001-08-13 | A system for matching customers with consultants |
Publications (2)
Publication Number | Publication Date |
---|---|
EP1325443A1 true EP1325443A1 (de) | 2003-07-09 |
EP1325443A4 EP1325443A4 (de) | 2006-02-08 |
Family
ID=24552380
Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
EP01965878A Withdrawn EP1325443A4 (de) | 2000-08-11 | 2001-08-13 | System zum zuordnen von kunden zu passenden beratern |
Country Status (3)
Country | Link |
---|---|
EP (1) | EP1325443A4 (de) |
AU (1) | AU2001286434A1 (de) |
WO (1) | WO2002015085A1 (de) |
Families Citing this family (2)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US8620677B2 (en) | 2002-04-09 | 2013-12-31 | Pcrs, Inc. | Online, interactive evaluation of research performance |
CA2937816A1 (en) * | 2014-02-26 | 2015-09-03 | Gregory J. Besner | Automated recommendation engine for human resource management |
Family Cites Families (3)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US5117353A (en) * | 1989-05-05 | 1992-05-26 | Staff-Plus, Inc. | System for use in a temporary help business |
US5164897A (en) * | 1989-06-21 | 1992-11-17 | Techpower, Inc. | Automated method for selecting personnel matched to job criteria |
US5832497A (en) * | 1995-08-10 | 1998-11-03 | Tmp Worldwide Inc. | Electronic automated information exchange and management system |
-
2001
- 2001-08-13 WO PCT/US2001/025135 patent/WO2002015085A1/en not_active Application Discontinuation
- 2001-08-13 EP EP01965878A patent/EP1325443A4/de not_active Withdrawn
- 2001-08-13 AU AU2001286434A patent/AU2001286434A1/en not_active Abandoned
Non-Patent Citations (2)
Title |
---|
No Search * |
See also references of WO0215085A1 * |
Also Published As
Publication number | Publication date |
---|---|
EP1325443A4 (de) | 2006-02-08 |
WO2002015085A1 (en) | 2002-02-21 |
WO2002015085A8 (en) | 2002-07-04 |
AU2001286434A1 (en) | 2002-02-25 |
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