Versata Development Group, Inc.

The Advisory Board Company

Cheng Zhou

Joshua Toub

Shari Gharavy

Brian L Blount

Charles Erickson

David Chao

Marc Lachs

Nathan Thompson

Rangarajan Venkastesan

The technology provides for utilizing and displaying physician analytics. For example, a result metric for a physician is based on a value metric, a quality metric, and/or a quantity metric. The value metric, quality metric, and/or quantity metric may all be received from different sources. The result metric may be displayed on a chart, or the result metric may be utilized for determining referral recommendations for a physician. The result metric may be displayed as a physician indicator on the chart. An insight for the physician may also be determined from the result metric. The insight may be based on the location of the physician indicator on the chart, and the insight may be represented by the color or other visual attribute of the physician indicator. For referral recommendations, the result metric may be used to adjust the rank of a physician in a referral search result.

Physician performance and recommendation interface

An embodiment of the invention provides a system that enables financial services companies to manage and track information about a sales force. The system includes components for managing distributors information, for validating and tracking licenses and credentials, for creating customized contracts, and for maintaining compensation structures. The system allows for configuring compensations, providing financial services companies a toolkit for creating and modeling their complex commission schedules used to compensate their sales force. The system also provides modeling tools for agreements and contracts between a financial services company or provider and the distributors who sell products. The system has a multi-component architecture comprising multiple modules, multiple data processing engines, a backbone and multiple data sources. The processing modules carry out information processing using one or more data processing engines. The data processing provides the tools to fetch data from the databases and process it.

Method and system for managing distributor information

A system provides a way to manage agreements that institutions such as financial services companies have with distributors who sell their products. Each distributor has a plurality of sales representatives that earn commissions for selling such products. The commissions earned and any other constraints imposed on the sales representatives may be defined within a selling agreement. The system can generate each selling agreement utilizing a set of components representative of the type of agreement formed between the institutions and the distributor. The components of each selling agreement contain an associated rule set that enables a configuration engine to generate an appropriate document. The system also contains a set of regulatory conditions for each sale made by the sales representatives. The system may be utilized to process sales transaction data to ensure that selling agreement terms are followed and that regulations for each sale are satisfied.

Method and apparatus for processing sales transaction data

A method and apparatus for consolidating net-pay and debt management of a sales representative or sales team is presented. A party associated with the sales representatives may obtain debts and specify rules on payment of those debts which can be tracked back to the domain (e.g., agreements, rules, sale item, etc.). The ledger items created for that distributor by the commission engine are typically processed to distribute payments into accounts specified by the distributor and to pay debts obtained by the distributor. Available money may be split into various methods of payments for a distributor. These splits can be tracked by adding various constraints (related to the financial industries business model). The system allows the user to model the payment rule/constraints. Payment splits support pay-outs to alternate payee from funds of a distributor. The distributor may specify deduction rules which can be applied to the distributors earning to facilitate deductions for items such as taxes, mutual funds etc. The system offers the flexibility to choose the method of payment for a distributor for each issued debt. Debt repayment rules are introduced so that debts can be repaid from available earnings of a distributor. Debt collection mechanisms for defaulters are also provided.

Method and apparatus for net-pay and debt consolidation

A framework that enables financial services companies to manage and track information about a sales force is provided. The framework includes object models for managing distributors information, for validating and tracking licenses and credentials, for creating customized contracts, and for maintaining compensation structures. The framework allows for configuring compensations, providing financial services companies a toolkit for creating and modeling their complex commission schedules used to compensate their sales force. The framework also provides modeling tools for agreements and contracts between a financial services company or provider and the distributors who sell their products. The framework has a multi-component architecture comprising multiple modules, multiple data processing engines, a backbone and multiple data sources. The processing modules carry out information processing using one or more data processing engines. The data processing provides the tools to fetch data from the databases and process it.

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Austin, TX, United States of America

Cheng Zhou