Patent Document

BACKGROUND OF THE INVENTION  
         [0001]    With the widespread deployment of the Internet and the World Wide Web, the online ordering of products has become commonplace. Consumers frequently find it more convenient to order products such as books from Internet retailers than from traditional, “brick-and-mortar” establishments. For example, the online sales system of a typical Internet retailer allows the customer to shop at any time of the day from the convenience of the customer&#39;s home or office. If the customer is simply ordering goods, the online sales system typically need not be very complicated to provide an effective and efficient sales channel. However, not all business transactions are as simple as ordering a book from a vendor. For instance, when services are the subject matter of a transaction, an automated system may not be sophisticated enough to effectively process orders.  
           [0002]    What is needed is an online sales system that more fully accommodates the needs of customers and merchants who deal with complicate transactions such as orders for services.  
       
    
    
     BRIEF DESCRIPTION OF THE DRAWINGS  
       [0003]    A more complete understanding of the present invention and advantages thereof may be acquired by referring to the following description, drawings, and claims. In the drawings:  
         [0004]    [0004]FIG. 1 illustrates a block diagram of an example embodiment of a distributed system with support for online modification of service subscriptions according to the present invention;  
         [0005]    [0005]FIG. 2 presents a flowchart of an example embodiment of a process for facilitating online modification of service subscriptions according to the present invention; and  
         [0006]    FIGS.  3 - 5  illustrate example embodiments of user interface screens facilitating online modification of service subscriptions according to the present invention.  
     
    
     DETAILED DESCRIPTION  
       [0007]    When a service subscriber desires to modify his or her service subscription, it may be necessary to consider numerous factors in order to determine whether the desired modification can be implemented. For example, if a telecommunications customer desires to add a feature to an existing telephone service subscription, it may be necessary to determine whether that feature is available in the subscriber&#39;s service area, whether the feature is compatible with existing features on the subscription, and whether the subscription already includes the desired feature.  
         [0008]    Such determinations may be made by human personnel such as customer service representatives (CSRs). For example, service providers may require subscribers to communicate with a CSR to make any change to a service subscription, and the CSR may make determinations such as those described above by reference to various legacy systems of the service provider. Requiring human intervention to process change requests may adversely affect the customer experience and the efficiency of the sales and delivery processes.  
         [0009]    Alternatively, the service provider may allow customers to submit requests online, and staff members may manually review each request to make sure it can be implemented before releasing the request for implementation. For instance, a staff member may access a legacy subscription database to retrieve a list of subscribed features for the customer account, and the staff member may manually cross reference the ordered features with the existing features to validate the order. The staff member may also consider lists of services available in different service areas and lists of incompatible features when validating the order.  
         [0010]    A further complication may be encountered when service providers offer feature packages to customers. A feature package typically includes two or more predetermined features. For example, a provider of telecommunications services may offer a package that includes the features of call waiting and caller ID, and the service provider may charge the customer a reduced fee for that package, relative to the total otherwise charged for the individual features. For instance, Southwestern Bell Telephone Company Corporation (Southwestern Bell) offers a package of services under the registered service mark “The BASICS.” Traditionally, change requests involving feature packages have required manual, human validation before submission for implementation by the service provider. For example, after the subscriber submits the order but before the order is released for implementation, personnel may validate whether the package is compatible with existing features and does not include features already being provided to the subscriber. While this approach may increase the convenience for the customer, in that an order may be placed at any time of the day, this approach is still subject to delays and possibilities of error resulting from the need for manual validation of change requests before a request may be submitted for implementation.  
         [0011]    By contrast, the example embodiment described herein validates change requests automatically, with no intervening manual validation between the time the customer enters the change request and the time the change request is submitted for implementation. In addition, as described below, if the validation results are negative, the change request may be automatically modified to be valid, and the customer may be notified about those modifications. Furthermore, the example embodiment provides user interface screens that automatically explain the consequences of implementing change requests, with regard to the features to be added and the charges associated with the change requests. Also, the example embodiment gives customers the ability to confirm or cancel change requests, in light of those explanations. Consequently, online orders or requests for modifications of service subscriptions may flow through the process without manual validation. This approach to order processing may therefore also be referred to as flow-through order processing.  
         [0012]    [0012]FIG. 1 illustrates a block diagram of an example embodiment of a distributed system  10  with support for online modification of service subscriptions according to the present invention. Distributed system  10  includes a workstation  12  connected to a server  16  via the Internet  14 . Server  16  includes a package online order flow-through (POOF) application  20 , which communicates with customers, such as a subscriber at workstation  12 . Server  16  may also communicate with other remote systems, including an auxiliary system  24  and legacy systems  30 . Auxiliary system  24  may contain data for a products and services catalog, and legacy systems  30  may be used by the service provider to manage service subscriptions. In the example embodiment, workstation  12 , server  16 , auxiliary system  24 , legacy systems  30 , may each include respective software components and hardware components, such as memory, one or more processors, disk drives  18  containing various databases, etc., and those components may work together to provide the desired functionality. The various hardware and software components may also be referred to as processing resources.  
         [0013]    In the example embodiment, workstation  12  may be a personal computer with a network interface for communicating over networks such as Internet  14 , a display  40  for presenting user interface screens, and input devices such as a mouse and a keyboard. Server  16  may be a single or multi-processor server, a server rack, or some other collection of systems configured to operate cooperatively to provide customers with the ability to modify service subscriptions online.  
         [0014]    Legacy systems  30  may be a collection of one or more mainframe computers, minicomputers, microcomputers, or other information handling systems. In the example embodiment, the software applications supported by legacy systems  30  include a subscription database  32  that lists the features currently being provided to each subscriber. The information in subscription database  32  may also be referred to as customer data. The software applications supported by legacy systems  30  may also include a billing application  36  that generates customer bills and an order processing application  34  that accepts and implements change requests.  
         [0015]    In the example embodiment, auxiliary system  24  may include hardware similar to workstation  12  or server  16 . In alternative embodiments, however, different types of hardware may be used for workstation  12 , server  16 , auxiliary system  24 , and legacy systems  30 , depending on the requirements for any particular implementation. In addition, various components may be relocated in alternative embodiments. For example, the catalog of products and services may be stored in server  16  or in legacy systems  30 , or other applications may be shifted from legacy system  30  to server  16  or to other systems. Also, legacy systems  30  may be referred to as the back end of the distributed system  10 , and server  16  may be referred to as the front end.  
         [0016]    In the example embodiment, POOF application  20  may be initially loaded into server  16  from a communications medium such as a network cable, from a removable storage medium such as a CD-ROM or a DVD, or by some other mechanism. POOF application  20  (or portions thereof) may then be loaded into memory and executed by server  16  to provide the functionality described herein.  
         [0017]    [0017]FIG. 2 presents a flowchart of an example embodiment of a process for facilitating online modification of service subscriptions according the present invention. The process begins with POOF application  20  executing in server  16 . At block  200 , POOF application  20  receives a request from a user for online access to view or modify a service subscription. POOF application  20  then prompts the user for identification and authentication information, as depicted at block  202 . At block  204 , POOF application  20  determines whether the identification and authentication information are valid, and if they are not, the process returns to block  202 . However, if the identification and authentication information indicate that the user is a subscriber, POOF application  20  then retrieves subscription data for the subscriber from subscription database  32  and retrieves a list of services from auxiliary system  24 , as depicted at blocks  212  and  216 . As indicated at block  222 , POOF application  20  then sends information to workstation  12  to cause workstation  12  to display a list of service options for the subscriber.  
         [0018]    For example, with reference to FIG. 3, POOF application  20  may use a markup language such as HTML to encode a web page  42  to be presented in display  40 . Web page  42  may include a list of data items  44  corresponding to various features from the catalog of products and services. Data items  44  may include names of features that may be ordered individually, such as call waiting, caller ID, and three-way calling, as well as names of feature packages that provide multiple features, such as The BASICS (SM). For instance, data items  44  may be implemented as hyperlinks, with feature or product names presented as visible text, and with URLs associated with each product name to direct users to pages that contain detailed descriptions of each feature or product. The options displayed in web page  42  thus may include individual features and feature packages. Also, POOF application  20  may provide additional data items  50 A- 50 D in web page  42  to allow the user to order a corresponding feature or feature package. Data items  50 A- 50 D may also be referred to as selection buttons  50 A- 50 D or display items  50 A- 50 D.  
         [0019]    Furthermore, POOF application  20  may use the information from subscription database  32  to automatically determine which features are already being provided to the subscriber, and selection buttons  50 A- 50 D may be configured to advise the user which features are already being provided. For instance, button  50 B explains to the user that he or she is already subscribed to the caller ID feature. POOF application  20  may also configure buttons  50 A- 50 D to indicate which services have been added to a shopping cart for the user.  
         [0020]    Web page  42  may also include additional selectable objects, such as a view shopping cart button  52  and a proceed to checkout button  54 . If a user selects view shopping cart button  52 , POOF application  20  may transmit a web page to workstation  12  with a list of items ordered during the current session of interaction between the user and POOF application  20 . As described below, proceed to checkout button  54  may be used to request a web page summarizing the ordered features for final confirmation.  
         [0021]    At block  224  of FIG. 2, after sending web page  42  to workstation  12 , POOF application  20  receives a request from workstation  40  to add a feature, for example in response to the user clicking on one of selection buttons  50 A- 50 D. If the user has selected a feature package, POOF application  20  then cross references the features in the selected package with a list of existing features for the subscriber, as depicted at block  226 . The existing features may include features that are already being provided to the subscriber, as well as features that the subscriber has already added to his or her shopping cart during the current session of interaction with POOF application  20 . For instance, the existing features in the shopping cart may include features that were added to the cart in response to the user selecting a feature package. In the example embodiment, the shopping cart may be stored in server  16 .  
         [0022]    When a feature package has been selected, POOF application  20  then determines whether any of the existing features overlap with the features in the selected package, as indicated at block  230 . If an overlap is detected, POOF application  20  computes a change request that includes the features in the selected package but not the existing features, as shown at block  232 . POOF application  20  may thus automatically modify the user&#39;s change request to avoid the overlap. At block  234 , POOF application  20  sends a new web page to workstation  12  to display for the subscriber information regarding the overlap.  
         [0023]    For instance, FIG. 4 depicts an example web page  60  for displaying information regarding overlapping features. In the example embodiment, web page  60  includes a list  61  of the features included in the selected package, as well as overlap explanation  63 . As described in greater detail below, overlap explanation  63  may describe which of the features in list  61  are already on the subscriber&#39;s account and may explain that only the remaining features will be added to the subscriber&#39;s shopping cart. Web page  60  may also include additional objects, such as check boxes  62 , to allow the subscriber to customize a feature package, for example by selecting an additional feature to be included in the package. Web page  60  may also include a cancel button  66 , which the user may select to abort the operation of adding the selected package and return to the previous web page. Web page  60  may also include a continue button  64 , which the user may select to provide preliminary confirmation of the order. Continue button  64  thus serves to prompt the user for confirmation of the modified change request, as depicted at block  236  of FIG. 2.  
         [0024]    For example, as illustrated at list  61 , web page  40  shows that The BASICS (SM) package includes the features Call Blocker, Caller ID, Call Return, and Call Waiting. Furthermore, overlap explanation  63  advises the subscriber that Caller ID is already on the account, and only the remaining features will be added to the shopping cart. Thus if, the subscriber were to select Call Forwarding as an additional feature and then select Continue button  64 , only the following items would be added to the shopping cart: Call Forwarding, Call Blocker, Call Return, and Call Waiting.  
         [0025]    At block  238 , POOF application  20  then determines whether the user has confirmed acceptance of the modified change request. At block  240 , if confirmation was received, POOF application  20  adds the modified change request to the subscriber&#39;s shopping cart. However, if the user cancels the order, the process passes from block  238  to block  222 , and POOF application  20  re-transmits web page  42 , which lists the options available for the subscriber&#39;s account.  
         [0026]    Referring again to block  240  of FIG. 2, and also referring to FIG. 5, when POOF application  20  adds a selected feature or package of features to the shopping cart, POOF application  20  may transmit a web page  70  to workstation  12  for the user, and web page  70  may summarize the features in the shopping cart. If the shopping cart includes a feature package, web page  70  may also include a billing message  73  explaining that the ordered package may contain services which are already on the subscriber&#39;s account. As illustrated, billing message  73  may further explain that only the services needed to complete the package will be ordered, and the subscriber will be charged the monthly rate for the package and not for the services that had been provided individually but, according to the order, are now to be provided as part of the package.  
         [0027]    Web page  70  may also include a remove button  76  for removing a selected feature or feature package from the shopping cart, a remove all items button  78  for removing all features and feature packages from the shopping cart, and a continue shopping button  74  for returning to the web page which displays the features available to be added to the account. As depicted at block  242  of FIG. 2, if the user cancels the current order (e.g., by selecting remove all items button  78 ), POOF application  20  removes all features and feature packages from the shopping cart, as depicted at block  244 . The process then returns to block  222 , and POOF application  20  again transmits web page  42  to workstation  12 . If the user does not cancel the order but instead selects check out now button  72 , the process passes through blocks  242  and  246  to block  248 . POOF application  20  then submits the change request to legacy systems  30  for implementation, as depicted at block  248 .  
         [0028]    For example, POOF application  20  may transmit the change request to order processing application  34 , and in response, order processing application  34  may automatically make the requested features available for the subscriber&#39;s account. For instance, in one embodiment, order processing application  34  may include multiple components residing on one or more platforms. Those components may include, for example, (1) a request fulfillment system that serves as middleware to deliver change requests from a Web platform to a legacy platform, (2) a mechanized order generator that translates change requests into a desired format, and (3) a service order retrieval and distribution (SORD) system that distributes formatted change requests to additional components to implement the change requests. For example, the SORD system may cause a network provisioning system in a telephone company central office to modify its software or hardware configuration to add the services to the subscriber&#39;s line, and the SORD system may cause a customer record information system to update subscription database  32  to reflect the new services being provided. The SORD system  20  may also update billing application  36  so that future bills will include a charge for the package and not for the individual features that are being subsumed within the package. The process of FIG. 2 may then end.  
         [0029]    In addition, POOF application  20  may provide automatic upgrades from individual features to feature packages or from small feature packages to larger feature packages, if appropriate. For example, if a subscriber attempts to add three individual features, and those three features are available at lower cost in a package, POOF application  20  may automatically convert the request from an order for individual features to a package order. The request may then be processed as a request for a feature package, as described above.  
         [0030]    In conclusion, as has been described, an order submitted by a subscriber through the online system may flow through server  16  and legacy systems  30  to cause the requested features to be made available for the subscriber&#39;s account without any manual intervention. POOF application  20  may nevertheless ensure that change requests submitted to legacy systems  30  are compatible with existing features. POOF application  20  thus ensures accurate, completely electronic delivery of order information from web site shopping carts to order generation and shipping. For instance, when a change request is submitted via POOF application  20 , order processing application  34  may also cause a user&#39;s guide for the selected features to be shipped to the subscriber as part of the order fulfillment process.  
         [0031]    To provide for a comprehensive order processing, POOF application  20  automatically utilizes all relevant information to ensure automatic flow through on the back end for legacy systems. Consequently, POOF application  20  may ensure that a subscriber orders only features that are available in the subscriber&#39;s specific calling area, only features that do not create conflicts with other features already on the subscriber&#39;s account, and only features that are not already being provided on the subscriber&#39;s account. Consequently, POOF application  20  reduces or eliminates the chance that errors may be made during the ordering process. POOF application  20  thus simplifies and enhances the customer experience in attempting to order phone packages online. By contrast, the above complications may cause failures in traditional order change systems, and those failures may lead to nonuse of the service offerings, increased help desk calls, reduced customer satisfaction, and in certain cases the loss of a customer.  
         [0032]    One of the advantages provided by POOF application  20  is that it provides a unified, uninterrupted interface through which customers can select and order tailored telephone features or feature packages that best satisfy the customers&#39; needs, without the need for customer service intervention. In the example embodiment, the user interface is clear and concise, and it visibly identifies how many features are available for each package. POOF application  20  includes the ability to automatically query the customer account database to ensure incompatible features are not selected. POOF application  20  also includes the ability to identify if selected features are already on the account. And POOF application  20  provides a convenient mechanism for subscribers to upgrade phone packages based on the subscribers&#39; needs and existing services.  
         [0033]    Although the present invention has been described with reference to an example embodiment, those with ordinary skill in the art will understand that numerous variations of the example embodiment could be practiced without departing from the scope and spirit of the present invention. For purposes of illustration, an example distributed system has been described. However, one of ordinary skill in the art will appreciate that alternative embodiments could be deployed with many variations in the number and type of components of the network, the network protocols, the network topology, and myriad other details without departing from the present invention.  
         [0034]    The example embodiment has also been described with reference to various types of data items, such as hyperlinks, buttons, and check boxes. However, other types of interface objects or data items may be used in alternative embodiments to provide similar functionality. Also, although web pages are used for the user interface screens in the example embodiment, different technologies may be used in alternative embodiments to provide user interfaces in accordance with the present invention.  
         [0035]    It should also be noted that the hardware and software components depicted in the example embodiment represent functional elements that are reasonably self-contained so that each can be designed, constructed, or updated substantially independently of the others. In alternative embodiments, however, it should be understood that the components may be implemented as hardware, software, or combinations of hardware and software for providing the functionality described and illustrated herein. In alternative embodiments, information handling systems incorporating the invention may include personal computers, mini computers, mainframe computers, distributed computing systems, and other suitable devices. Additionally, in alternative embodiments, some components of the POOF application could reside on different data processing systems, or all of the components could reside on the same hardware.  
         [0036]    Alternative embodiments of the invention also include computer-usable media encoding logic such as computer instructions for performing the operations of the invention. Such computer-usable media may include, without limitation, storage media such as floppy disks, hard disks, CD-ROMs, read-only memory, and random access memory; as well as communications media such wires, optical fibers, microwaves, radio waves, and other electromagnetic or optical carriers. The control logic may also be referred to as a program product.  
         [0037]    Many other aspects of the example embodiment may also be changed in alternative embodiments without departing from the scope and spirit of the invention. The scope of the invention is therefore not limited to the particulars of the illustrated embodiments or implementations but is defined by the appended claims.

Technology Category: 5