Database searching based on user-definable parameters and automated notifications in response to scores

A method comprising:

• providing an OAI gateway configured to provide an interface to a network;
• providing a first server coupled to the OAI gateway via the network, and configured to be accessed by client workstations, the first server including an OAI listener coupled to the OAI gateway, a notification server coupled to the OAI listener, and a memory defining a database and coupled to the OAI listener;
• presenting to a workstation, from the first server, a user-fillable intake form having a plurality of questions;
• receiving, at the first server, answers to the questions from the workstation;
• storing the answers in the database;
• and
• presenting a score total at the workstation useful in determining whether to accept a potential customer, the score total varying depending on the received answers;
• providing, to the workstation, from the first server, an interface which an administrator can use to create a screening rule by defining a question for the intake form, and by providing different scores for the different potential answers;
• and
• performing an automated action in response to the score total being above or below a predetermined threshold value.

A system comprising:

• an OAI gateway configured to provide an interface to a network;
• a first server coupled to the OAI gateway via the network, and configured to be accessed by client workstations, the first server including:
• an OAI listener coupled to the OAI gateway;
• a notification server coupled to the OAI listener;
• and
• a memory defining a database and coupled to the OAI listener;
• the first server being configured to present to a workstation a user-fillable intake form having a plurality of questions, and the first server configured to receive answers to the questions from the workstation, to store the answers in the database, and to present a score total to the workstation useful in determining whether to accept a potential customer, the score total varying depending on the received answers;
• the first 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, and by providing different scores for the different potential answers;
• and
• the system being configured to send an email in response to the score total being above or below a predetermined threshold value, the email having a subject line indicating that the potential customer has a high value.

A method comprising:

• providing an OAI gateway configured to provide an interface to a network;
• providing a first server coupled to the OAI gateway via the network, and configured to be accessed by client workstations, the first server including an OAI listener coupled to the OAI gateway, and a memory defining a database and coupled to the OAI listener;
• presenting to a workstation, from the first server, a user-fillable intake form having a plurality of questions;
• receiving, at the first server, answers to the questions from the workstation;
• storing the answers in the database;
• and
• presenting a score total to the workstation useful in determining whether to accept a potential customer, the score total varying depending on the received answers;
• providing, to the workstation, from the first server, an interface which an administrator can use to create a screening rule by defining a question for the intake form, and by providing different scores for the different potential answers;
• and
• sending an electronic message in response to the score total being above or below a predetermined threshold value, the electronic message including the score total.