Siebel Systems, Inc.

Oracle International Corporation

Do Joon Ra

Marc Caltabiano

Stephan Otto Brunner

Anping Wang

Tarri E Furlong

Yong Li

Ashley Grant Stirrup

Jai Yu

Karn Choi

Guo Chew Lam

Aibek Musaev

John L Coker

Nigel Paul King

Suhas Rohit Mehta

Tim Richardson

Tony Wong

Michael E Flexer

Tulasi Ram Kodali

Piyush Govil

Ming W Lam

Jai-Jein Yu

Michael Tsunghsi Yu

Linda M Bao

David Chen

Mathew S Malden

Joseph Blau

Catheryne M Nicholson

Yan Tan

Michael Zhen Hao Li

Karen Hsu

A search system receives business intelligence dimensions and at least one text search term. The system generates and displays key performance indicators based on the business intelligence dimensions, and generates and displays search results based on the text search term. The search results are restricted by facets, and the facets are derived from the business intelligence dimensions.

Search using business intelligence dimensions

A facility for guiding users through a series of steps or tasks, often associated with a process, is described. The facility assigns tasks or steps to users having roles identified with the task or step. The role associated with the task or step may change depending on the state of the task or step. When the role associated with a task or step changes, the facility may assign the task or step to another user. The facility guides a user through a task or step by providing instructions and other information, such as data tables and user input fields, that may be used to complete the task or step. The facility provides for the definition of processes by allowing users to specify tasks, steps and instructions relating to processes.

Task-based process definition

A computer-implemented method can include building a multi-dimensional contextual model, receiving search terms from a user, performing a search based on the search terms and the multi-dimensional contextual model, generating search results based on the search, and visually displaying the search results.

Multi-dimensional algorithm for contextual search

A flowchart-based tool can be used to build a logical structure. In the context of a customer relationship management (CRM) system, the logical structure can comprise an ordered set of questions and branching logic that are presented to a customer of the business when the customer contacts the business with an inquiry, such as for a sale or service inquiry or other interaction. An engine can run a session associated with the logical structure, with the session presenting questions, text, graphics, and the like dynamically to a user interface. Branching logic determines the appropriate information to present to the user interface based on answers to previous questions.

Engine to present user interface based on a logical structure, such as one for a customer relationship management system

Task based user interface

A flowchart-based tool can be used to build a logical structure. In the context of a customer relationship management (CRM) system, the logical structure can comprise an ordered set of questions and branching logic that are presented to a customer of the business when the customer contacts the business with an inquiry, such as for a sale or service inquiry or other interaction. A session can be conducted with the customer based on the logical structure. Information associated with the session, such as run-time state information, can be saved in the event of an involuntary or voluntary disconnection, or a time-out of the session. The saved run-time state information can be restored or attached into the session to subsequently resume the session.

Method and apparatus to save and resume a session associated with a logical structure

A dynamic pricing system and method that enables prices for sellable objects to be dynamically adjusted using pricing factors corresponding to attributes of the sellable objects. Product administrators are enabled to define sellable products and extended attributes for the products, while pricing administrators are enabled to define price lists for the sellable products and extended attributes. Sales representatives build sellable objects, such as quotes, orders, shopping carts, etc, by adding products that customers would like to purchase to the sellable object. Additionally, extended attributes may be selected for all or a portion of the products. Using Static Pricing, an initial or static price is determined for the sellable objects. The static price may then be dynamically adjusted prior to or at the point of a sales transaction or offer using pricing factors corresponding to combinations of various attributes of the sellable object and/or products from which it is built.

Dynamic pricing system and method

A flowchart-based tool can be used to build a logical structure. In the context of a customer relationship management (CRM) system, the logical structure can comprise an ordered set of questions and branching logic that are presented to a customer of the business when the customer contacts the business with an inquiry, such as for a sale or service inquiry or other interaction. The flowchart-based tool can use a drag-and-drop interface to build the logical structure, and then questions for the individual components in the logical structure can be entered or selected from menus. The resulting logical structure can be verified to detect errors or corruption.

Method and apparatus to build and manage a logical structure using templates

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Mountain View, CA, United States of America

Do Joon Ra