# US 2019/0171680 A1 · Intelligence centers

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- Number: US 2019/0171680 A1
- Document ID: US20190171680A1
- Status: Published application
- Kind: A1
- Application number: 16/268,360
- Filed: 2019-02-05
- Published: 2019-06-06
- Earliest claimed: 2004-06-04
- Assignees: Callidus Software, Inc.
- Applicants: Callidus Software, Inc.
- Inventors: Craig NELSON
- Web page: https://patentgrep.com/patent/US20190171680A1

## CPC

- G06F 16/958: Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
- G06F 16/113: {Details of archiving (lifecycle management in storage systems G06F3/0649; point-in-time backing up or restoration of persistent data G06F11/1446)}
- G06F 16/9535: Search customisation based on user profiles and personalisation
- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

Disclosed herein, among other things, is a system comprising a content repository, a communication portal developer, a content manager, and an analytic engine. The content repository is adapted to store electronic content in a computer-readable storage medium. The communication portal developer includes at least one wizard to create a plurality of customizable portals without coding software. Each customizable portal is accessible to one or more selected visitors through a web browser. The content manager is adapted to publish selectable electronic content to selectable portals. The content manager includes at least one wizard to populate and manage the electronic content within the content repository. The analytic engine analyzes electronic content use and visitor behavior while logged into their customizable portal. In various embodiments, the analytics are provided in real time or near real time. Other embodiments are disclosed herein.

## Claims

### Claim 1

A system that provides portal access through web browsers, the system comprising processing circuitry configured to operate on instructions stored in a memory to provide:
a user interface configured for receiving a user selection of a portal visitor type to create a customizable portal associated with an organization, wherein the portal visitor type identifies users that can access the customizable portal, wherein the user interface is a table driven wizard;
a search wizard configured for determining content associated with the portal visitor type and configured for providing the determined content for user selection thereof; and
a portal developer wizard configured for creating the customizable portal, wherein the customizable portal is configured to be packaged, wherein the customizable portal is based on the selected content and the portal visitor type.

### Claim 2 (depends on 1)

The system of claim 1, wherein the determined content is provided further based on a group consisting of business practices of the organization, offerings by the organization, and an industry type being associated with the selected portal visitor type.

### Claim 3 (depends on 1)

The system of claim 1 further comprising:
a system manager configured for extracting graphical representation information from an existing website associated with the organization, wherein a portal module is configured for customizing the customizable portal based on the graphical representation information.

### Claim 4 (depends on 3)

The system of claim 3, wherein the graphical representation information includes font type, font size, color, images, business logo, and graphical buttons.

### Claim 5 (depends on 1)

The system of claim 1, wherein the user interface is configured for identifying users with privileges to create the customizable portal.

### Claim 6 (depends on 1)

The system of claim 1 further comprising:
an analytics engine configured for customizing analytic reports to generate real-time analytic reports regarding user interactions with the customizable portal.

### Claim 7 (depends on 1)

The system of claim 1 further comprising:
a content repository configured for associating an expiration date with the selected content in the customizable portal, and wherein the content repository is further configured for generating an alert message, regarding the expiration date, to an owner of the customizable portal within a specified time period prior to the expiration date.

### Claim 8 (depends on 1)

The system of claim 1 further comprising:
a content repository configured for generating an alert message to an owner of the customizable portal or archiving the selected content in response to a content usage being less than a certain threshold.

### Claim 9 (depends on 1)

The system of claim 1, wherein the content is automatically archived based on a last update for the content.

### Claim 10 (depends on 1)

The system of claim 1, wherein the content is automatically archived based on a minimum usage of the content over a defined period of time.

### Claim 11 (depends on 1)

The system of claim 1, wherein the content is automatically archived based on an expiration date associated with the content.

### Claim 12 (depends on 1)

The system of claim 1, wherein the content is automatically archived and wherein an email is transmitted to owner of the content prior to the archiving, and wherein the archiving is initiated in response to receiving no reply response to the email from the owner.

### Claim 13 (depends on 12)

The system of claim 12, wherein initiation of the archiving is aborted in response to receiving an extended date associated with the content.

### Claim 14 (depends on 12)

The system of claim 12, wherein the initiation of the archiving is aborted in response to receiving an update associated with the content.

### Claim 15

A system that provides portal access through web browsers, the system comprising circuitry configured to operate on instructions stored in a memory to provide:
a user interface configured for receiving a user selection of a portal visitor type to create a portal associated with an organization, wherein the portal visitor type identifies users that can access the portal;
a search wizard configured for determining content associated with an industry type, wherein the industry type is associated with the portal visitor type and configured for providing the determined content for user selection thereof;
a system manager configured for automatically extracting graphical representation information from an existing website associated with the organization, wherein the extracting is associated with the portal visitor type; and
a portal developer wizard configured for creating the portal and customizing the portal, wherein the portal is configured to be packaged, wherein the portal is based on the selected content, the portal visitor type, the industry type, and the graphical representation information.

### Claim 16 (depends on 15)

The system of claim 15 further comprising:
an analytics engine configured for subsequent to customizing, generating real-time analytic reports regarding user interactions with the portal.

### Claim 17 (depends on 15)

The system of claim 15, wherein the user interface is configured for identifying portal users that have privileges to customize the portal.

### Claim 18 (depends on 15)

The system of claim 15, wherein the content is automatically archived based on a criteria, wherein the criteria is selected from a group consisting of on a minimum usage of the content over a defined period of time, an expiration date associated with the content, and a last update for the content.

### Claim 19 (depends on 15)

The system of claim 15 further comprising:
a content repository configured for generating an alert message, regarding the expiration date of portal content, to an owner of the portal within a specified time period prior to the expiration date.

### Claim 20 (depends on 15)

The system of claim 15 further comprising:
a content repository configured for generating an alert message to an owner of the portal or archiving the portal content in response to a content usage of portal content being less than a certain threshold.
