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US 10,503,790 B2Granted
Database searching based on user-definable parameters
AssigneeGrowPath, Inc.
InventorsEric Jason Sanchez, Jan Schroeder, Richard Christopher Low
Life of this patent
Estimating the term…
Abstract
A method of evaluating data in a database, the method including causing a workstation to display a graphical user interface which a user can use to create a screening rule by defining at least one screening condition and by entering a score, whether the score is applied to evaluate data in the database if the screening condition is met, whereby no knowledge of a programming language is required to create the screening rule. Other systems and methods are also provided.
Claims20
A system comprising:
- a PBX configured to be coupled to at least one phone line;
- an OAI gateway coupled to the PBX server and configured to provide an interface between the PBX and a network;
- a main server coupled to the OAI gateway via the network, and configured to be accessed by client workstations, the server including:
- an OAI listener coupled to the OAI gateway;
- a notification server coupled to the OAI listener;
- a memory defining a database and coupled to the OAI listener;
- and
- an intake application server coupled to the database;
- the main server being configured to present to a workstation a user-fillable intake form having a plurality of questions, the form varying depending on the phone number called by the potential customer, and the main server configured to receive answers to the questions from the workstation, and to present a score total to the workstation indicating whether to accept the potential customer, the score total varying depending on the received answers;
- the main server being configured to provide, to the workstation, an interface which an administrator can use to create a screening rule by defining a question for the intake form, by providing potential answers to the question, and by providing different scores for the respective different potential answers;
- the system being configured to perform an automated action in response to the score total being at least one of above and below a predetermined threshold value.
8 more elements
A system comprising:
- a PBX configured to be coupled to at least one phone line;
- an OAI gateway coupled to the PBX server and configured to provide an interface between the PBX and a network;
- a main server coupled to the OAI gateway via the network, and configured to be accessed by client workstations, the main server including:
- an OAI listener coupled to the OAI gateway;
- a memory defining a database and coupled to the OAI listener;
- and
- an intake application server coupled to the database;
- the main server being configured to present to a workstation a user-fillable intake form having a plurality of questions, and the main server configured to receive answers to the questions from the workstation, and to present a score total to the workstation useful in determining whether to accept the potential customer, the score total varying depending on the received answers;
- the main server being configured to provide, to the workstation, an interface which an administrator can use to create a screening rule by adding at least one condition and entering a rule score to be applied if all conditions of the screening rule are met, the rule score being used as a component to calculate the total score indicating whether to accept for the potential customer, wherein adding a condition includes:
- selecting a question from a list of questions, the list including the intake form questions;
- selecting an operator from a list of operators;
- and
- selecting a response from a list of responses, and choosing a question type from a plurality of predetermined possible types.
10 more elements
A system comprising:
- an OAI gateway;
- and
- a main server coupled to the OAI gateway via the network, and configured to be accessed by client workstations, the main server including:
- an OAI listener coupled to the OAI gateway;
- a notification server coupled to the OAI listener;
- a memory defining a database and coupled to the OAI listener;
- and
- an intake application server coupled to the database;
- the main server being configured to present to a workstation a user-fillable intake form having a plurality of questions, and the main server configured to receive answers to the questions from the workstation, and to present a score total to the workstation indicating whether to accept the potential customer, the score total varying depending on the received answers;
- and the system being configured to perform an automated action in response to the score total being at least one of above and below a predetermined threshold value.
7 more elements
Dependencies are inferred from the claim text.