Siebel Systems, Inc.

Marc Caltabiano

Pavitra Subramaniam

Jason Zoss

Jian-Jung Ying

Do Joon Ra

John L Coker

Wai Pak

Matthew Scott Malden

Michael E Flexer

Robert H Wang

Sia Henry Saputra

Yunfei Zhang

Mathew S Malden

According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based upon the search criteria and the first user's organizational identifier to identify data records that match the search criteria and to which the first user is allowed to access based upon the first user's organizational identifier. In another embodiment, a search is performed based upon the search criteria and a list of categories to which the first user is authorized to access to identify records that match the search criteria and to which the first user is allowed to access based upon the list of categories.

Method, apparatus, and system for searching based on search visibility rules

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

In one embodiment, a method is provided in which search indices are configured on a server. The search indices are associated with corresponding business components. The search indices are displayed to a client that is connected to the server via a computer network. The client is configured to perform search using data records stored on a local machine. One or more particular search indices from the server are downloaded onto the client in response to the client's request to download the one or more particular search indices to be used for searching on the local machine.

Method, apparatus, and system for remote client search indexing

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

According to one aspect of the present invention, a method includes receiving search criteria entered by a user. The method further includes searching a database for data records matching the search criteria. The method also includes generating search results comprising of the data records matching the received search criteria. In addition, the method includes caching the search results to maintain persistency of the search results.

System and method to search a database for records matching user-selected search criteria and to maintain persistency of the matched records

A method and system for analyzing natural language text to identify a set of categories of data in a knowledge base associated with the natural language text and selecting a category from the set of categories is provided. The method and system further provides automatically providing a single category if the set of categories only contains the single category. The method and system also provides that each category in the knowledge base is associated with a stored text representation of a sample natural language text and a score for the text representation-category combination, wherein the score is representative of a relative relevance of the text representation-category combination. The method and system further provide for modifying the score associated with the text representation-category combination of a selected category using feedback provided upon the selection.

Method and system for searching data based on identified subset of categories and relevance-scored text representation-category combinations

According to one aspect of the present invention, a method includes receiving a search category and a search keyword entered by a user. The method also includes performing a single search on at least one database and at least one attached document for data records matching the search category and the search keyword. The method further includes generating search results comprising of the data records matching the search category and the search keyword.

System and method to enable searching across multiple databases and files using a single search

According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. The search criteria include at least one search category. Filter search specification associated with the at least one search category is determined. The filter search specification is used to specify a particular type of records in the at least one search criteria to be selected for the search request. A search is performed based upon the filter search specification and the search criteria to identify records that match filter search specification and the search criteria.

Method, apparatus, and system for searching based on filter search specification

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

According to one aspect of the present invention, a method includes displaying a search center pane after a user selects a search icon from a search tool bar to begin a user session. The search center pane includes a search frame. The search frame includes a close button. The method also includes selecting a search category from a dropdown list of search categories in the search frame. The method further includes entering a search keyword. In addition, the method includes searching a database for data records matching the search category and the search keyword. Furthermore, the method includes caching the data records matching the search category and the search keyword to maintain persistency of the data records until the user selects the close button to terminate the user session.

Growing community of inventors

San Francisco, CA, United States of America

Marc Caltabiano