EP1348189A2 - Fully integrated service manager with automatic flow-through interconnection - Google Patents

Fully integrated service manager with automatic flow-through interconnection

Info

Publication number
EP1348189A2
EP1348189A2 EP01987495A EP01987495A EP1348189A2 EP 1348189 A2 EP1348189 A2 EP 1348189A2 EP 01987495 A EP01987495 A EP 01987495A EP 01987495 A EP01987495 A EP 01987495A EP 1348189 A2 EP1348189 A2 EP 1348189A2
Authority
EP
European Patent Office
Prior art keywords
service
icp
management component
network
customer
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Withdrawn
Application number
EP01987495A
Other languages
German (de)
French (fr)
Other versions
EP1348189A4 (en
Inventor
Christopher J. Selwood
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Wisor Telecom Corp
Original Assignee
Wisor Telecom Corp
Priority date (The priority date 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 date listed.)
Filing date
Publication date
Priority claimed from US09/748,837 external-priority patent/US7003473B2/en
Application filed by Wisor Telecom Corp filed Critical Wisor Telecom Corp
Publication of EP1348189A2 publication Critical patent/EP1348189A2/en
Publication of EP1348189A4 publication Critical patent/EP1348189A4/en
Withdrawn legal-status Critical Current

Links

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Definitions

  • the Act requires that Incumbent Local Exchange Carriers (ILEC), the
  • CLEC Linear Exchange Carriers
  • ICP Integrated Communications Provider
  • CSP Competitive Service Provider
  • ILECs also have a duty to
  • the Act provides nondiscriminatory access or interconnection to such services or information as are necessary to allow the requesting CLEC to implement local dialing parity, including nondiscriminatory access to telephone numbers, operator service, directory assistance, and directory listing, with no unreasonable
  • a CLEC can offer multiple types of services, including basic POTS, IXC long
  • ISP Internet Service Provider ISP Internet Service Provider
  • VPN virtual private network
  • VoIP voice over internet
  • VoDSL voice over DSL access
  • video etc.
  • VPNs Virtual Private Networks
  • VPNs and DSL allow a subscriber to connect to a private corporate intranet.
  • ICPs Integrated Communications Providers
  • ICPs need to remain flexible, customer focused, and establish a
  • ILECs have developed different methods to allow ICPs to electronically place
  • the Gilles patent discloses methods of using EDI for
  • An authorized ICP or reseller utilizes EDI to request from the ILEC
  • the ILEC uses EDI to determine the present services being provided to a particular customer.
  • the ILEC uses EDI to determine the present services being provided to a particular customer.
  • the ICP In a separate embodiment, the ICP
  • IP Protocol
  • CSR customer service record
  • ICPs will be able to significantly reduce the overhead that is associated with
  • ICPs are in the
  • ICPs In order to stay competitive, ICPs typically use a hybrid network with the ICP
  • an ICP may have
  • the ICP may own some pieces required to service the customer, such as a local
  • a convergent order such as a cable or wireless portion
  • the present invention is a system and method for retrieving customer service
  • CSR that are electronically retrieved from incumbent local exchange providers
  • the gateway comprises a means of transferring
  • EDI electronic data interchange
  • OBF conformance to order and billing forum
  • the processing of information comprises software instructions grouped into a pre-order management component, a service management component, a design management component and a circuit management component.
  • the pre-order management component comprising an automatic means of
  • the service management component comprises an automatic means of creating and
  • the circuit management component comprising a means of automatically
  • the circuit management component further comprises an automatic means of
  • the design management component comprises a means for automatically
  • the algorithm decomposing said service model into sub-model components and creating a communications design therefrom. It further comprises a means of automatically issuing service requests to ICP trading partners.
  • the computer processor is replaced
  • a hosting processor further comprising a processing means, hosting of a gateway, graphical user interface and network connectivity means such as a connectivity means
  • the hosting processor utilizes hypertext markup language for its
  • the gateway comprises a means of transferring
  • EFI electronic data interchange
  • OBF order and billing forum
  • the processing of information comprises software instructions grouped into a
  • pre-order management component a service management component, a design
  • the invention provides a system for
  • ICP integrated communications provider
  • a gateway means of transferring information to and receiving information from telecommunication service providers; a pre-order management component comprising an automatic means of
  • HTML hypertext markup language
  • ECI electronic data interchange
  • CORBA common object request broker
  • a design management component comprising a means for automatically
  • Figure 1 schematically illustrates a process diagram of the system of the present
  • FIG. 1 schematically illustrates the Pre-Order Management component of the
  • FIG. 3 schematically illustrates the Service Management component of the present
  • FIG. 4 schematically illustrates the Circuit Management component of the present
  • FIG. 5 schematically illustrates the Design Management component of the present
  • FIG. 6 schematically illustrates an embodiment of the present invention adding the
  • Figure 7 schematically illustrates an embodiment of a sales proposal cycle utilizing
  • Figure 8 schematically illustrates an embodiment of a Network Model Management
  • the present invention comprises a system useful to integrated communications
  • ICPs ICP providers
  • resellers of ICP services for providing sales proposals based
  • ANSI American National Standards Institute —United States-based organization that develops standards and defines interfaces for telecommunications.
  • ATM Asynchronous Transfer Mode— An international ISDN high-speed, high-
  • a client can
  • DSL Digital subscriber line— allows broadband communication services over copper
  • DLR Digital Line Request — Request for digital communication services.
  • FID Field IDentifier-Used on service orders that indicates more data will follow.
  • FIDs are alpha or alphanumeric codes that identify retained information on an account, indicate physical
  • FOC Failure of Confirmation — A form of error message created when a request for
  • communication services is either not received by or accepted by the services provider.
  • ISP Internet Service Provider
  • IXC Inter-exchange Carrier-A carrier authorized by the Federal Communications
  • the USOC by qualifying the class of service with specific attributes such as 700/900 blocking.
  • LSR Local Service Request —A request for service covered under the Local utility
  • NAAR - Network Address Assignment Request Request for a network address
  • IP address Internet protocol address
  • POTS Plain Old Telephone Service
  • Basic telephone service for the transmission of
  • TN Telephone Number— A ten digit number comprised of an area code (NPA), an
  • VoDSL- Voice over DSL The ability to carry normal telephone-style voice over a
  • DSL digital subscriber line
  • VoIP- Voice over IP The ability to carry normal telephone-style voice over an IP-
  • VPN-Virtual Private Network -Switched network with special services like
  • the invention comprises four major components
  • Pre-order management component 20 is used to access a customer service record
  • component 30 provides an integrated approach to order and trouble tickets wherein a
  • the circuit management component 40 maintains an inventory of ICP
  • the design management system 50 is used to design new services
  • OSS integrated ICP operations support system
  • FIG. 2 illustrates the Pre-order Management component 20 that supports
  • pre-order functions such as sales proposal generation, customer service record (CSR)
  • the gateway is preferably an OBF and EDI standards compliant
  • interconnection gateway providing automated electronic access to ILEC and ICP
  • the gateway allows an ICPs internal order management system to transfer and share relevant information including customer service record (CSR) retrieval, order
  • CSR customer service record
  • the gateway preferably handles data translations for EDI, CORBA, CMIP/CMIS, as well as translating coded information from foreign systems
  • the gateway provides a validation check to ensure compliance with
  • Pre-Order component 20 comprises sub-process 201 that
  • report of present customer service is generated at sub-process 203 and displayed to the
  • Sales proposals are generated by selecting from a
  • the generated sales proposals preferably compare features and costs of ICP provided services in
  • ICP sales representatives are able to revise the sales proposal by issuing
  • the ICP sales representative selects which proposal to print for
  • Another feature of the pre-order component is the ability to validate requested
  • the pre-order component automatically creates service orders at
  • FIG. 3 illustrates the Service Management 30 component of the invention.
  • Service management component is useful in managing the
  • the successful ICP is often required to provide single
  • a customer may inquire as to service interruption
  • the service management component accesses an internally
  • the service management component accesses the circuit
  • the service trouble ticket is then converted into a service work
  • All service work plans comprise a status field or fields. These fields are
  • a work plan may
  • sales proposal identifies the quantity and location of different communication
  • the service management component retrieves a service model for each
  • the design management component 50 is automatically accessed to
  • the service management component treats service work plans created from a
  • the service management component allows ICP personnel to make a bill inquiry 312
  • FIG. 4 illustrates the Circuit Management component 40 of the invention.
  • This component maintains an inventory of ICP owned circuits (on-net asset) and the
  • DLR data line request
  • the design management component may
  • the DLR is processed by determining if the request conforms to ICP product
  • separately generated notification message 410 is used for matching trading partner
  • the circuit management component also comprises a circuit testing means.
  • This testing means can place any selected circuit into a desired state at 402 and the resultant data flow through the circuit tested. Testing can be done on an automatic
  • a cutover request is generated at 407 and
  • An alternate source of cutover request can occur subsequent to service
  • the circuit management component may
  • voice feature lines are able to accept a higher error rate as
  • Such errors can also be set to initiate the search
  • Figure 5 illustrates the Design Management component 50 of the invention.
  • Design Management is used to design the optimum mix of on-net and off-net
  • a request for a circuit design is originated from the service management
  • the request selects a model for the type of communications service
  • An ICP may offer a large number of services. Each of the service offerings is described in a service model that identifies in sub-model fashion 504, the
  • the ICP employee is allowed to enter a request for a particular service
  • the sub-models are
  • the ICP employee can access a
  • Figure 8 illustrates one embodiment of a
  • the service model for an example product XYX at 800.
  • the service model contains
  • the product is further associated with a network model 810 comprising an equipment
  • model 811 a transport model 812, an access model 813 and a control model 814.
  • figure 5 that determines the origin of supply of the various sub-model components.
  • Optimizing criteria include cost factors, availability, quality of service requested,
  • one network may be optimized for quality of service
  • the optimizing algorithm provides
  • sub-component automatically decomposes the sub-model components and identifies
  • the trading partner is determined at 506 and appropriate trading partner
  • request orders are generated at 509.
  • service request orders include Access
  • Off-net component 40 for processing. Off-net component requests are then forwarded to the
  • One type of service request 509 is the Network Address Assignment Request
  • NAAR may require going out to an ILEC or trading partner to reserve
  • IP address Internet protocol addresses
  • the trading partner to acquire the address.
  • the trading partner will either accept the request or
  • the invention is preferably used in a client-server
  • a hosting processor 600 operates the
  • Internet Internet
  • intranet including local area
  • the hosting processor can be compatible with Microsoft Internet Explorer as well as
  • FIG 7 illustrated in figure 7 and comprises the following:
  • a request from a sales representative or trading partner of the ICP is received.
  • a request 201a for the potential customer's CSR is entered.
  • the Pre-order management component sends a request through the gateway to the incumbent local exchange carrier (ILEC) for the CSR.
  • the Pre-order management component receives the CSR then parses it at 202 into recognizable codes and prepares as summary reports: CSR summary 203a, Account summary 203b, Broadband network summary 203c, consolidated reports 203d and cut-over report 203e.
  • the consolidated reports feature combines the summaries from multiple customer locations.
  • the Design management component 50 is then used to analyze further the CSR summary and select communication service models that satisfy present customer communication services.
  • the optimizing algorithm 514 available in the design management selects the preferred sub-model components from the ICP's on-net product catalog 207c and off-net trading partner product catalogs 207b.
  • the resultant network design and prices are combined into an initial proposal at 207a.
  • the invention preferably creates a consolidated summary of the individual proposals. 5.
  • the sales representative reviews the initial proposal and enters revisions or creates separate versions for comparison 207a. For example, alternate versions may be created using different technology choices such as frame relay or DSL. 6.
  • the resultant versions of the sales proposal are then presented to the potential customer for acceptance 211a. If the proposal is not accepted, the sales representative can create additional versions of the proposal to present later. 7.
  • the design management component prepares a cut-over report, confirms availability of sub-model components, issues appropriate orders for customer communication services and creates a workplan in the service management component 509. 8.
  • the service management component 30 is utilized by the sales representative to track implementation progress and respond to failure of confirmations (FOC) from ICP trading partners. Alarms are preferably programmed to notify the sales representative when target completion dates are in jeopardy of being missed.

Abstract

A system for management of an integrated communications provider comprising a means of automatically retrieving customer service records and preparing sales proposals therefrom. The invention further comprises components for pre-ordering management functions (20), circuit management (40), design management (50), service management (30), and gateway (2) to incumbent local exchange carriers and trading partners (4). The system incorporates features that automate comparisons between existing services and proposal services, alarming of failures of confirmations, optimizing on-net and off-net services, creation of cutover reports (203(e)) and issuance of service requests to local exchange carriers (3) and trading partners (4).

Description

Title: FULLY INTEGRATED SERVICE MANAGER WITH
AUTOMATIC FLOW-THROUGH INTERCONNECTION
RELATED APPLICATIONS
This application claims the benefit of U.S. Provisional Application No.
60/176,571 , filed Jan. 18, 2000, entitled "Fully Integrated Service Manager With
Automatic Flow-Through Interconnection " and naming David C. Curtis as inventor.
BACKGROUND OF THE INVENTION
Telecommunications service providers are entering the age wherein new
service offerings and technological changes occur on a frequent basis. In order to
maintain a competitive edge, providers need the ability to easily provide proposals
that cover a customer's existing service for voice, data, video and Internet networks in
terms of their own products. Presently the creation of such proposals is a
semi-manual system that is costly and often inaccurate.
With the passage of the Telecommunications Act ("the Act") of 1996, the
United States telecommunications industry is in a state of radical change. Among
other things, the Act requires that Incumbent Local Exchange Carriers (ILEC), the
regulated entity that owns and administers an existing access network, provide to any
requesting telecommunications carrier (hereinafter referred to as "Competitive Local
Exchange Carriers" (CLEC), Integrated Communications Provider (ICP), or
Competitive Service Provider (CSP)) nondiscriminatory access to network elements
on an unbundled basis and to allow CLECs, ISPs or CSPs to combine such network
elements in order to provide telecommunications service. ILECs also have a duty to
provide to CLECs interconnection with their network for the transmission and routing of telephone exchange service and exchange access. The interconnection
contemplated by the Act provides nondiscriminatory access or interconnection to such services or information as are necessary to allow the requesting CLEC to implement local dialing parity, including nondiscriminatory access to telephone numbers, operator service, directory assistance, and directory listing, with no unreasonable
dialing delays. The provisions of the Act have demonstrated a need for competing
exchange carriers to be interconnected so that customers can seamlessly receive calls
that originate on another carrier's network and place calls that terminate on another's
carrier's network without performing additional activities, such as dialing extra digits,
etc. A CLEC can offer multiple types of services, including basic POTS, IXC long
distance carrier service, ISP Internet Service Provider, VPN (virtual private network),
VoIP (voice over internet), VoDSL (voice over DSL access), video, etc. Many of the
more advanced services require access to broadband services.
Recent adoption of Digital Subscriber Line (DSL) technology allows customer
access to these broadband services over their existing copper wire connection to the
ILEC. With DSL, subscribers only need to purchase (or lease) a comparatively
inexpensive DSL modem and connect it to the existing copper wire connection. Other
advances in broadband data services can be combined with DSL service to provide the
subscriber with additional connectivity options. Virtual Private Networks (VPNs) are
also seeing explosive growth, especially in the remote-office and tele-commuter
environments. VPNs and DSL allow a subscriber to connect to a private corporate
network over a public infrastructure securely, while maintaining high bit-rate
transmissions. Subscribers are also beginning to test the waters with Voice Over DSL
(VoDSL) deployments. This technology allows subscribers to run multiple phone and data connections over a single copper line, using just one customer premise xDSL
modem.
The opportunities for CLECs, IXCs, and ISPs (collectively identified from this
point on as Integrated Communications Providers or ICPs) offering these services are
immense. Data transport demands have opened up a whole new set of revenue
generating opportunities for ICPs. However, the growth rate and myriad of convergent
offerings make it difficult for companies to establish themselves in any one market.
To be successful, ICPs need to remain flexible, customer focused, and establish a
continual set of value propositions and competitive advantages within the
marketplace.
ILECs have developed different methods to allow ICPs to electronically place
orders with the ILEC for wholesale products and services. For example, U.S. Patent
6,104,999 to Gilles et al. and incorporated by reference herein, discloses that LECs
use Internet browser forms, proprietary protocols and electronic data interchange
(EDI).
In one embodiment, the Gilles patent discloses methods of using EDI for
telecommunication provider retrieval of customer service records and electronic
services ordering. An authorized ICP or reseller utilizes EDI to request from the ILEC
the present services being provided to a particular customer. The ILEC uses EDI to
transfer the customer service record to the ICP. In a separate embodiment, the ICP
uses EDI to electronically order revisions or additions to service.
During electronic services ordering, a number of pre-ordering steps are
required. For example, if a telephone number, Internet domain name or Internet
Protocol (IP) address is available it is reserved as part of the pre-ordering function. In
addition, due date of initiation of new service is transmitted and either confirmed or revised. Also, certain validation steps are required, including customer service
address. Various uses have been made of electronic access to customer service records
(CSR). For example, U.S. Patent 6,032,132 to Nelson discloses using the CSR to
validate billing between an ICP and an ILEC. Similarly, U.S. Patent 5,416,833 to
Harper et al. and U.S. Patent 5,920,846 to Storch et al. disclose an ILEC using the
CSR to process changes to service provided by the ILEC and to respond to CLEC
requested changes.
However, the customer service record (CSR) is also independently useful to
ICPs. As the CSR often identifies both ILEC provided services as well as services of
competing ICPs and resellers, it is convenient for ICPs and resellers to retrieve a
customer service CSR in preparing a sales proposal. Following retrieval, the CSR is
interpreted and ICP competing service offerings are identified. The sales proposal is
based upon this analysis and a final proposal is presented to the customer. Up to now,
the CSR has been printed then manually compared to an ICP's service offerings. This
manual process is labor intensive and prone to errors. As a result, a method of
automating the sales proposal function based on CSR is needed.
Once a customer accepts a sales proposal for ICP services, it must be
provisioned and appropriate request for service orders issued to ILECs. Presently
these requests are manually originated. By automating the activation and provisioning
process, ICPs will be able to significantly reduce the overhead that is associated with
manual provisioning processes. Additionally, the error rate associated with manual
activation will be reduced significantly as well.
Of course, an ICP must be successful in obtaining customers and also capable
of adequately servicing those customers at a competitive price. Historically, telecommunication service customers dealt with a single ILEC that was responsible
for all aspects of the customers needs, including service interruptions. ICPs are in the
difficult situation of dealing with customer demands for single point service contact
while bundling services from multiple telecommunication providers. When a
customer reports interruptions in service, an ICP must determine which service
provider or providers are involved and "decompose" the trouble sources thereby
identifying sub-components and their ownership. Next, the ICP must initiate trouble
ticket controls, which refer trouble reports/work steps systems/organizations involved
in testing and repair of the service impairment. The referrals then need to be
monitored closely, through closeout of the impairment.
Once repaired, the ICP must ensure that any rebate or credit defined by
contractual relationships is honored by the billing system when the report is closed.
Finally, it is advantageous for the ICP to maintain a history of service failures in order
to determine the areas in which it needs to improve, as well as how well and how
quickly it responds to customer situations.
In order to stay competitive, ICPs typically use a hybrid network with the ICP
providing only a portion of the network equipment. As a result, an ICP may have
multiple trading partners that fulfill different components of their network offerings.
The ICP may own some pieces required to service the customer, such as a local
switch, while they may lease others, such as the local loop. Finally, they may need to
resell certain parts of a convergent order, such as a cable or wireless portion, from
wholesalers or other trading partners. Components owned by the ICP are termed "on-
net", while leased components or resold services are termed "off-net."
Depending upon the technology available for a customer's location and the
components available from the ICP, an optimal mix of on-net and off-net resources are selected. This selection process is key to an ICP's ability to offer competitively
priced services. Manual selection of the optimal mix is expensive and prone to errors. As a result it is desirable that an ICP use an automatic means of selecting the optimal mix of components to fulfill a customer's service requirements.
SUMMARY OF THE INVENTION
The present invention is a system and method for retrieving customer service
records and preparing sales proposals from these records. It is an object of the present
invention to automate the sales proposal cycle for integrated communication providers
(ICP).
It is a further object of the present invention to incorporate present customer
service into sales proposals by parsing and interpreting customer service records
(CSR) that are electronically retrieved from incumbent local exchange providers
(ILEC) and communications trading partners.
It is a further object of the present invention to utilize an optimization
algorithm to select preferred sub-model components for a given sales proposal.
It is yet another object of the present invention to provide an automated means
to aid an ICP in providing single point-of-contact for its customers' service
interruptions. Such aid decomposes a customer service into on-net and off-net
components with appropriate contacts for receipt of trouble tickets.
One embodiment of the invention comprises a system for supporting the
management of an ICP including a computer processor means for inputting and
processing information necessary to the management of an ICP as well as hosting a
gateway and graphical user interface. The gateway, comprises a means of transferring
information to and receiving information from telecommunication service providers, preferably in an electronic format such as electronic data interchange (EDI), more preferably in conformance to order and billing forum (OBF) requirements, and further
preferably provides validation checking of transmissions in conformance with local
service ordering guidelines and access service ordering guidelines established by
telecommunications providers. The processing of information comprises software instructions grouped into a pre-order management component, a service management component, a design management component and a circuit management component.
The pre-order management component comprising an automatic means of
retrieving customer service records from telecommunication service providers and
parsing said customer service records into reports containing equivalent ICP services.
The service management component comprises an automatic means of creating and
tracking work plans that are comprised of a set of work activity events for performing
installation or troubleshooting of each sub-model component of a telecommunications service provided by the ICP to a customer.
The circuit management component comprising a means of automatically
creating a hierarchal list of ICP on-net circuit assignments and a means of
automatically creating a cutover work plan for service provisioning and activation.
The circuit management component further comprises an automatic means of
receiving requests from trading partners of the ICP; such requests from trading
partners are either rejected or inserted into said hierarchal list.
The design management component comprises a means for automatically
selecting a communications service or network model, preferably using an optimizing
algorithm; decomposing said service model into sub-model components and creating a communications design therefrom. It further comprises a means of automatically issuing service requests to ICP trading partners. In a further embodiment of the invention, the computer processor is replaced
with a hosting processor further comprising a processing means, hosting of a gateway, graphical user interface and network connectivity means such as a connectivity means
to a local area network, Internet, intranet, wireless network, or wireless local loop
network. Preferably the hosting processor utilizes hypertext markup language for its
graphical user interface displays.
Another embodiment of the present invention provides a system for managing sales proposals of an ICP including a computer processor means for inputting and
processing information necessary to the management of an ICP as well as hosting a
gateway and graphical user interface. The gateway, comprises a means of transferring
information to and receiving information from telecommunication service providers,
preferably in an electronic format such as electronic data interchange (EDI), more
preferably in conformance to order and billing forum (OBF) requirements, and further
preferably provides validation checking of transmissions in conformance with local
service ordering guidelines and access service ordering guidelines established by
telecommunications providers.
The processing of information comprises software instructions grouped into a
pre-order management component, a service management component, a design
management component and a circuit management component.
In a further embodiment of the invention, the invention provides a system for
managing sales proposals of an integrated communications provider, hereinafter an
integrated communications provider is referred to as an ICP, said system for managing
sales proposals of an ICP comprising: a computer processor means for inputting and processing information
necessary to the management of an ICP; a gateway means of transferring information to and receiving information from telecommunication service providers; a pre-order management component comprising an automatic means of
retrieving customer service records via hypertext markup language (HTML),
electronic data interchange (EDI) and common object request broker (CORBA)
protocols, from telecommunication service providers and parsing said customer
service records into reports containing equivalent ICP services;
a design management component comprising a means for automatically
selecting a communications service model; decomposing said service model into sub-model components and creating a communication services sales proposal
therefrom;
wherein subsequent versions of said sales proposal are automatically created
subsequent to a request from a human operator for alternate communication service
models.
BRIEF DESCRIPTION OF THE DRAWINGS
Figure 1 schematically illustrates a process diagram of the system of the present
invention;
Figure 2 schematically illustrates the Pre-Order Management component of the
present invention;
Figure 3 schematically illustrates the Service Management component of the present
invention;
Figure 4 schematically illustrates the Circuit Management component of the present
invention;
Figure 5 schematically illustrates the Design Management component of the present
invention;
Figure 6 schematically illustrates an embodiment of the present invention adding the
feature of network access.
Figure 7 schematically illustrates an embodiment of a sales proposal cycle utilizing
the present invention;
Figure 8 schematically illustrates an embodiment of a Network Model Management
System of the present invention.
DETAILED DESCRIPTION OF THE INVENTION
The present invention comprises a system useful to integrated communications
providers (ICPs) and resellers of ICP services for providing sales proposals based
upon customer service records. As used in this description, the following definitions
apply: ANSI—American National Standards Institute —United States-based organization that develops standards and defines interfaces for telecommunications.
ASR « Access Service Request — A request for service covered under the FCC's
access tariffs, as described by Order and Billing Forum.
ATM— Asynchronous Transfer Mode— An international ISDN high-speed, high-
volume, packet switching transmission protocol standard. ATM uses short, uniform,
53 -byte cells to divide data into efficient, manageable packets for ultra-fast switching
through a high-performance communications network.
CLEC— Competitive Local Exchange Carrier
CORBA— Common Object Request Broker Architecture— an architecture neutral,
object oriented client-server solution. With CORBA you can abstract an object by its
services and publish these using the IDL (Interface Definition Language). A client can
then connect to and use these services.
CMIS/CMIP— Common Management Information Services and Protocol—
international standard for network management protocol.
CSR — Customer service record
DSL— Digital subscriber line— allows broadband communication services over copper
telephone lines
DD— Due Date-The date in which a communication service request is scheduled to be
completed.
DLR - Digital Line Request — Request for digital communication services.
EDI— Electronic data interchange-An industry standard (ANSI XI 2, X.400) for direct
computer-to- computer information exchange.
FID— Field IDentifier-Used on service orders that indicates more data will follow. A
label on a service order that prefaces service order information. FIDs are alpha or alphanumeric codes that identify retained information on an account, indicate physical
or record activity, generate or negate non-recurring charges, specify recurring charges,
document work done'by various departments and identify facilities used to provide
service.
FOC — Failure of Confirmation — A form of error message created when a request for
communication services is either not received by or accepted by the services provider.
Frame Relay— Industry-standard, switched data link layer protocol that handles
multiple virtual circuits using HDLC encapsulation between connected devices.
ICP— Integrated communications provider
ILEC— Incumbent local exchange carrier
ISDN— Integrated Services Digital Network. Communication protocol, offered by
telephone companies, that permits telephone networks to carry data, voice, and other
source traffic.
ISP— Internet Service Provider— a company that provides individuals and other
companies access to the Internet and other related services.
IXC—Inter-exchange Carrier-A carrier authorized by the Federal Communications
Commission (FCC) to provide interLATA, interstate and/or international long
distance communications services; a carrier authorized by a state Public Utility
Commission (PUC) to provide long distance communications service but not local
exchange service within state boundaries. Also referred to as "IC", "1EC", or "IXC".
LATA-- Local Access and Transport Area.
LCC-Line Class Code-Identifies to the switch a particular class of service. It can be
identified by a USOC, FID, or some combination of the two. The FID would modify
the USOC by qualifying the class of service with specific attributes such as 700/900 blocking.
LEC— Local exchange carrier
LSR — Local Service Request —A request for service covered under the Local utility
commission's tariffs, as described by Order and Billing Forum.
LST— Line and Station Transfer-Rearrangement of outside network facilities to
support service activation.
NAAR - Network Address Assignment Request — Request for a network address
assignment such as phone number or Internet protocol addresses (IP address).
OBF-Order and Billing Forum
POTS— Plain Old Telephone Service— Basic telephone service for the transmission of
human speech.
SONET-Synchronous Optical Network- 1984 ANSI standard for optical fiber
transmission on the public network. 52Mbps to 13.22Gbps. standard for
communications over a fiber optic network.
TN— Telephone Number— A ten digit number comprised of an area code (NPA), an
exchange (NXX), and an extension.
USOC-Universal Service Order Code— An alphanumeric coding scheme that
identifies products and services that have been ordered by a customer.
VOD- Video On Demand.
VoDSL- Voice over DSL. The ability to carry normal telephone-style voice over a
digital subscriber line (DSL) with POTS-like functionality, reliability, and voice
quality.
VoIP- Voice over IP. The ability to carry normal telephone-style voice over an IP-
based Internet with POTS-like functionality, reliability, and voice quality. VPN-Virtual Private Network -Switched network with special services like
abbreviated dialing. A customer can call between offices in different area codes
without having to dial all eleven digits.
As shown in figure 1, the invention comprises four major components
designed to automate manual and semi-manual tasks that are performed by ICPs in
pursuit of and providing support and service order management for customers. The
Pre-order management component 20 is used to access a customer service record,
develop summary of services and create sales proposals. The service management
component 30 provides an integrated approach to order and trouble tickets wherein a
consistent user interface is provided for both on-net and off-net communication
services. The circuit management component 40 maintains an inventory of ICP
owned circuits (on-net asset), their related equipment and the customer to which any
circuit is assigned. The design management system 50 is used to design new services
for customers and issue electronic requests for services to trading partners. Although
depicted separately, all components are seamlessly integrated to perform as an
integrated ICP operations support system (OSS).
Figure 2 illustrates the Pre-order Management component 20 that supports
pre-order functions such as sales proposal generation, customer service record (CSR)
retrieval and analysis. Communication to the incumbent local exchange carrier 3
(ILEC) is established in a gateway sub-component 2. This gateway is available
directly to all components of the invention and is depicted on figures 2, 3, 4 and 5.
The gateway is preferably an OBF and EDI standards compliant
interconnection gateway providing automated electronic access to ILEC and ICP
trading partner order systems. User-definable configuration files are used to
compensate for individual ILEC or trading partner variations to these standards. The gateway allows an ICPs internal order management system to transfer and share relevant information including customer service record (CSR) retrieval, order
fulfillment requests, and order status updates with ILEC or ICP trading partner systems. In addition, the gateway preferably handles data translations for EDI, CORBA, CMIP/CMIS, as well as translating coded information from foreign systems
(including proprietary protocols).
More preferably, the gateway provides a validation check to ensure compliance with
basic usage rules contained in Local Service Ordering (LSOG) and Access Service
Ordering (ASOG) guidelines set forth by ILECs.
Referring to figure 2, Pre-Order component 20 comprises sub-process 201 that
allows an ICP sales representative to initiate CSR retrieval from an ILEC or ICP
trading partners. Once retrieved, the CSR is then "parsed" at sub-process 202,
wherein certain information contained in product and service codes (universal service
ordering codes (USOC)/feature identifier codes (FID) codes) is summarized and a
report of present customer service is generated at sub-process 203 and displayed to the
user at 204. Similarly, sales proposals are automatically generated at 205 and
displayed to the user at 206. Sales proposals are generated by selecting from a
database of ICP services comparable to CSR reported services. The generated sales proposals preferably compare features and costs of ICP provided services in
comparison to existing customer received services. The initial sales proposal is
designated version 1.
ICP sales representatives are able to revise the sales proposal by issuing
instructions at 207 to add or delete available services. In a preferred embodiment, the
various revisions of the sales proposals are saved electronically as separate versions.
This allows comparison between proposal versions during sales discussions with the customer. The ICP sales representative selects which proposal to print for
presentation to the potential customer at 210.
Another feature of the pre-order component is the ability to validate requested
services against availability of those services as well as reserving telephone numbers
and IP addresses at sub-process 209. Validation also occurs during CSR retrieval and
parsing, when the codes received from the ILEC are validated against validation tables
(for example, USOC, switch, equipment, LATA information etc).
Additionally, the pre-order component automatically creates service orders at
211 from accepted sales proposals. The service orders are then routed to the service
management component 30 and design management components 50.
Figure 3 illustrates the Service Management 30 component of the invention.
In general, the Service management component is useful in managing the
implementation of new service to customers, revisions to customer services and
resolving service interruptions. The successful ICP is often required to provide single
point of contact to the customer. A customer may inquire as to service interruption
304, status report 310, or recent bill 312.
In the event of service interruption, a trouble report is issued at 304 that creates
a trouble ticket 305. The service management component accesses an internally
stored customer file to identify which assigned communication circuit or circuits are
suspect at sub-process 306. The service management component accesses the circuit
management component 40 that decomposes the suspect circuit at 307 into its on-net
and off-net assets and identifies the responsibilities for repair of each asset at 308,
termed work events. The service trouble ticket is then converted into a service work
plan 309 which requests repair services from the appropriate service group of the ICP via the circuit management component 40 or via the gateway 2 to for example an ICP
trading partner 4 or ILEC 3.
All service work plans comprise a status field or fields. These fields are
updated as identified events on the plan are completed. For example, a work plan may
include service personnel from the ILEC traveling to the customer premises to inspect
suspect interface gear or broken wiring as well as ICP performing network
transmission tests. The work plan would then contain two identified events, each of
which has a status field that is updated as the work is performed.
For new ICP customers, the service work plans are created from the accepted
customer sales proposal created by the pre-order management component 20. The
sales proposal identifies the quantity and location of different communication
products 301 the customer has ordered from the ICP and requests appropriate service
models 302. The service management component retrieves a service model for each
communication product, based in part, upon the location and ILEC or ICP trading
partner involved. The design management component 50 is automatically accessed to
decompose the service model into individual work events at 303. Service work events
are identified 308 and a service work plan is then created and comprises the sum of all
of the work events 309.
The service management component treats service work plans created from a
trouble ticket or an accepted sales proposal in the same manner. As a result, the status
of new customer services is tracked and can be retrieved at any time. When a new
service is functioning properly, a "complete order" notification 314 is automatically
transmitted to the ICP's billing system 60 and charges for the service to the customer
is initiated. Customers often inquire as to interpretation of bills they receive from the ICP. The service management component allows ICP personnel to make a bill inquiry 312
to access customer information and recent customer billing at 313. Such bills are stored by customer account number for rapid retrieval.
Figure 4 illustrates the Circuit Management component 40 of the invention.
This component maintains an inventory of ICP owned circuits (on-net asset) and the
customer to which any circuit is assigned. A data line request (DLR) 409 is received
either from a trading partner 4 or from the design management component 50. For
example, during creation of a sales proposal, the design management component may
request a particular on-net circuit. This request is relayed to the circuit management
component for processing.
The DLR is processed by determining if the request conforms to ICP product
offerings at 403. It is then reviewed to determine if an on-net asset is available to
satisfy the request by creating the required circuit state at 402. If the on-net circuit is
available, it is placed on reserve in a hierarchal list 408. The purpose of the list is to
reserve circuits based upon criteria such as quality of service requested, availability of
alternates, and source of the request. When two or more individual circuits are to be
combined the design of the combined circuit is confirmed for compatibility. When a
requested circuit or circuit design cannot be satisfied, an error notification 404 is
generated and transmitted to the service management component 30 or to the trading
partner 4 via the gateway 2, when the trading partner originated the DLR. A
separately generated notification message 410 is used for matching trading partner
formats.
The circuit management component also comprises a circuit testing means.
This testing means can place any selected circuit into a desired state at 402 and the resultant data flow through the circuit tested. Testing can be done on an automatic
basis with results reported as a trouble record 407 and transmitted to the service
management component 30.
For new or revised customer services, a cutover request is generated at 407 and
placed into the circuit hierarchal list 408. This cutover request manages both
additions and deletions to circuit assignments.
An alternate source of cutover request can occur subsequent to service
interruption or trouble ticket creation 406 by the service management component 30.
In one embodiment of the present invention, the circuit management component may
place physical groupings of circuits into a "suspect" status when more than 1% error
rate from a member circuit is reported at 406. This may be initiated from the user
directly, or automatically from trouble history reports 405. The threshold error rate
may be set higher or lower depending upon the quality of service associated with that
circuit. For example, voice feature lines are able to accept a higher error rate as
compared to data transmittal features. Such errors can also be set to initiate the search
for alternate communication circuits via the link to the circuit creation sub-process
401.
Figure 5 illustrates the Design Management component 50 of the invention.
Design Management is used to design the optimum mix of on-net and off-net
components to satisfy a customer service requirement. Based upon criteria established
by the ICP, a design proposal is automatically formulated.
A request for a circuit design is originated from the service management
component 30, the pre-order component 20 or by an ICP employee's request 501 via
the processor 1. The request selects a model for the type of communications service
requested at 502. An ICP may offer a large number of services. Each of the service offerings is described in a service model that identifies in sub-model fashion 504, the
type of service, the interconnections required, distance charges, interface equipment
and software. The ICP employee is allowed to enter a request for a particular service
model 502 at 501 or a particular service sub-model 504 at 503. The sub-models are
compiled into the complete design at 515.
In order to create and maintain service model, the ICP employee can access a
service model management component 80. Figure 8 illustrates one embodiment of a
service model for an example product XYX at 800. The service model contains
agreements from service providers 801a through 801d associated with that product.
The product is further associated with a network model 810 comprising an equipment
model 811, a transport model 812, an access model 813 and a control model 814.
Based upon the service model 502 and sub-models 504 selected, the design
management system 50 preferably applies an optimizing algorithm 514, shown in
figure 5 that determines the origin of supply of the various sub-model components.
Optimizing criteria include cost factors, availability, quality of service requested,
on-net vs. off-net services, recurring vs. non-recurring services and trading partner
preferences. For example, one network may be optimized for quality of service,
another network optimized for lowest cost to the ICP and another network optimized
to meet trading partner sales quotas. As a result, the optimizing algorithm provides
the important link between ICP management objectives and resulting network design.
From the completed design at 515, the design management
sub-component automatically decomposes the sub-model components and identifies
domains for off-net components and on-net components at 505. For off-net
components the trading partner is determined at 506 and appropriate trading partner
codes are determined at 507. On-net component requests do not require these two intermediate steps. Next the interface and version are determined at 508 and service
request orders are generated at 509. In general service request orders include Access
Service Request 511, Local Service Request 512 and other service requests 510.
Service requests for on-net components are transferred to the circuit management
component 40 for processing. Off-net component requests are then forwarded to the
trading partner 4 for confirmation or reservation.
One type of service request 509 is the Network Address Assignment Request
(NAAR). A NAAR may require going out to an ILEC or trading partner to reserve
and port a particular phone number or Internet protocol addresses (IP address). The
system will create an OBF standard (ASR/LSR) request to be sent to the trading
partner to acquire the address. The trading partner will either accept the request or
issue a failure of confirmation (FOC) notification 542. Any FOCs received, are
transferred to the service management component 30 for resolution.
For clarity, figures 2, 3, 4 and 5 depict a single processor 1. However, a
typical ICP has numerous employees, each of which may require simultaneous use of
the invention. As a result, the invention is preferably used in a client-server
arrangement as illustrated in figure 6. A hosting processor 600 operates the
management components and attaches to a system 610 that provides for network
connectivity between users 601 through 604 and the hosting processor. Various forms
of network connectivity are possible including Internet, intranet (including local area
network), wireless, and wireless local loop.
When the hosting processor is used in an environment providing intranet or
Internet connectivity it is preferable that compatibility with common web-browsers be
incorporated. For example, if hypertext markup language (HTML) is used, the hosting processor can be compatible with Microsoft Internet Explorer as well as
Netscape.
EXAMPLE
An example of using the invention during a sales proposal by an ICP is
illustrated in figure 7 and comprises the following:
1. A request from a sales representative or trading partner of the ICP is received. 2. Using the Pre-order management component 20, a request 201a for the potential customer's CSR is entered. The Pre-order management component sends a request through the gateway to the incumbent local exchange carrier (ILEC) for the CSR. 3. The Pre-order management component, receives the CSR then parses it at 202 into recognizable codes and prepares as summary reports: CSR summary 203a, Account summary 203b, Broadband network summary 203c, consolidated reports 203d and cut-over report 203e. The consolidated reports feature combines the summaries from multiple customer locations. 4. The Design management component 50 is then used to analyze further the CSR summary and select communication service models that satisfy present customer communication services. The optimizing algorithm 514 available in the design management selects the preferred sub-model components from the ICP's on-net product catalog 207c and off-net trading partner product catalogs 207b. The resultant network design and prices are combined into an initial proposal at 207a. When multiple customer sites are involved, the invention preferably creates a consolidated summary of the individual proposals. 5. The sales representative then reviews the initial proposal and enters revisions or creates separate versions for comparison 207a. For example, alternate versions may be created using different technology choices such as frame relay or DSL. 6. The resultant versions of the sales proposal are then presented to the potential customer for acceptance 211a. If the proposal is not accepted, the sales representative can create additional versions of the proposal to present later. 7. Once the customer has accepted a sales proposal, the design management component prepares a cut-over report, confirms availability of sub-model components, issues appropriate orders for customer communication services and creates a workplan in the service management component 509. 8. The service management component 30 is utilized by the sales representative to track implementation progress and respond to failure of confirmations (FOC) from ICP trading partners. Alarms are preferably programmed to notify the sales representative when target completion dates are in jeopardy of being missed.
While the present invention has been described in the context of the preferred
embodiment thereof, it will be readily apparent to those skilled in the art that other
modifications and variations can be made therein without departing from the spirit or
scope of the present invention. For example, a system limited to the modules and
functions identified in figure 7 is claimed as part of the invention. Accordingly, it is
not intended that the present invention be limited to the specifics of the foregoing
description of the preferred embodiment, but rather as being limited only by the scope
of the invention as defined in the claims appended hereto.

Claims

WHAT WE CLAIM IS:
1. A system for supporting the management of an integrated communications
provider (ICP), said system comprising:
a computer processor means for inputting and processing information necessary to
the management of an ICP;
wherein the computer processor further comprises a graphical user interface for
displaying information or data entry prompting requests to a human operator;
a pre-order management component comprising instructions for retrieving
customer service records from telecommunication service providers and
parsing said customer service records into reports containing equivalent ICP
services;
a gateway for transferring information to and receiving information from
telecommunication service providers;
a service management component comprising instructions for creating and
tracking work plans;
wherein said work plans comprise a work activity event for performing installation
or troubleshooting of each sub-model component of a telecommunications
service provided by the ICP to a customer;
a circuit management component comprising instructions for creating a hierarchal
list comprising ICP on-net circuit assignments and off-net circuit assignments;
wherein said circuit management component further comprises instructions for
creating a cutover work plan;
wherein said circuit management component further comprises an automatic
means of receiving requests from trading partners of the ICP; wherein said requests from trading partners are either rejected or inserted into said
hierarchal list;
a design management component comprising instructions for automatically
selecting a communications service model; decomposing said service model
into sub-model components and creating a communications design therefrom
and;
wherein said design management component further comprises instructions for
automatically issuing service requests to ICP trading partners.
2. The system of claim 1 wherein the customer service records are retrieved using
electronic data exchange with said telecommunication service providers.
3. The system of claim 1 wherein the gateway conforms to order and billing
forum requirements for electronic data exchange.
4. The system of claim 1 wherein the gateway comprises instructions for
validation checking in conformance with local service ordering guidelines and
access service ordering guidelines established by telecommunication service
providers.
5. The system of claim 1 wherein the design management component further
comprises an optimizing algorithm.
6. The system of claim 1 wherein the processor comprises a hosting processor
means and a network connectivity means, said network connectivity means
further comprising connectivity to a network selected from the group of
networks including a local area network, the Internet, an intranet, a wireless
network, a wireless local loop network, or a network comprised of
combinations of local area networks, the Internet, intranets, wireless networks,
and wireless local loop networks.
7. The system of claim 6 wherein the graphical user interface is displayed using
hypertext markup language.
8. A system for managing sales proposals of an integrated communications
provider (ICP), said system comprising:
a computer processor means for inputting and processing information necessary to
the management of an ICP;
a gateway for transferring information to and receiving information from
telecommunication service providers;
a pre-order management component comprising instructions for retrieving
customer service records from telecommunication service providers and
parsing said customer service records into reports containing equivalent ICP
services;
a design management component comprising instructions for selecting a
communications service model; decomposing said service model into
sub-model components and creating a communication services sales proposal
therefrom;
wherein subsequent versions of said sales proposal are automatically created
subsequent to a request from a human operator for alternate communication
service models;
wherein said design management component further comprises instructions for
issuing service requests to ICP trading partners;
wherein such requests to ICP trading partners comprise requests for local service
request, assignment of telephone number request, assignment of Internet
protocol address, and requests for data broadband services; wherein said design management component further comprises instructions for
creating cutover reports subsequent to acceptance of a sales proposal by a
customer;
a service management component comprising instructions for creating and
tracking work plans;
wherein said work plans comprise a work activity event for performing installation
or troubleshooting of each sub-model component of a telecommunications
service provided by the ICP to a customer and;
a circuit management component comprising instructions for creating a hierarchal
list of ICP on-net circuit assignments.
9. The system of claim 8 wherein the customer service records are retrieved using
electronic data exchange with said telecommunication service providers.
10. The system of claim 8 wherein the gateway conforms to order and billing
forum requirements for electronic data exchange.
1 1. The system of claim 8 wherein the gateway comprises instructions for
validation checking in conformance with local service ordering guidelines and
access service ordering guidelines established by telecommunication service
providers.
12. The system of claim 8 wherein the design management component further
comprises an optimizing algorithm.
13. The system of claim 8 wherein the processor comprises a hosting processor
means and a network connectivity means, said network connectivity means
further comprising connectivity to a network selected from the group of
networks including a local area network, the Internet, an intranet, a wireless
network, a wireless local loop network, or a network comprised of combinations of local area networks, the Internet, intranets, wireless networks, and wireless local loop networks.
14. The system of claim 13 wherein the graphical user interface is displayed using hypertext markup language.
15. A system for managing sales proposals of an integrated communications
provider (ICP), comprising:
a computer processor means for inputting and processing information necessary to
the management of an ICP;
a gateway for transferring information to and receiving information from
telecommunication service providers; a pre-order management component comprising instructions for retrieving customer service records from telecommunication service providers and
parsing said customer service records into reports containing equivalent ICP
services;
a design management component comprising instructions for selecting a
communications service model; decomposing said service model into
sub-model components and creating a communication services sales proposal
therefrom; wherein subsequent versions of said sales proposal are automatically created subsequent to a request from a human operator for alternate communication
service models.
16. The system of claim 15 wherein the design management component further
comprises instructions for compiling sales proposals from multiple customer
locations into a single consolidated sales proposal.
16. The system of claim 15 wherein the created sales proposals comprise a comparison between existing communication services and ICP provided
services.
17. The system of claim 15 wherein the customer service records are retrieved using electronic data exchange with said telecommunication service providers.
18. The system of claim 15 wherein the gateway conforms to order and billing
forum requirements for electronic data exchange.
19. The system of claim 15 wherein the gateway comprises instructions for
validation checking in conformance with local service ordering guidelines and
access service ordering guidelines established by telecommunication service
providers.
20. The system of claim 15 wherein the design management component further
comprises an optimizing algorithm.
21. The system of claim 15 wherein the processor comprises a hosting processor means and a network connectivity means, said network connectivity means
further comprising connectivity to a network selected from the group of
networks including a local area network, the Internet, an intranet, a wireless
network, a wireless local loop network, or a network comprised of
combinations of local area networks, the Internet, intranets, wireless networks,
and wireless local loop networks.
22. The system of claim 21 wherein the graphical user interface is displayed using
hypertext markup language.
EP01987495A 2000-12-27 2001-12-21 Fully integrated service manager with automatic flow-through interconnection Withdrawn EP1348189A4 (en)

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US748837 2000-12-27
PCT/US2001/050224 WO2002052380A2 (en) 2000-12-27 2001-12-21 Fully integrated service manager with automatic flow-through interconnection

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NZ527154A (en) 2005-11-25
WO2002052380A3 (en) 2002-11-07
IL156668A0 (en) 2004-01-04
GB2387944A8 (en) 2003-11-26
CA2433152A1 (en) 2002-07-04
WO2002052380A2 (en) 2002-07-04

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