Siebel Systems, Inc.

Sibel Systems, Inc.

Mark David Lewis

Richard Joseph Caballero

Carlos Alejandro Sandrea

A method for processing complex orders is disclosed. The method includes generating a customer portal view including a list of products and services associated with an account, a list of quotes associated with the account, a list of orders associated with the account, and a plurality of user-selectable options. The plurality of user-selectable options includes a move option to transfer a service profile by defaulting the existing services at an old location to a new location.

User interface for a complex order processing system

A method is disclosed. The method includes detecting a request to change a selected order. The selected order has been submitted for provisioning. The method further includes incorporating a change in the selected order and re-submitting the selected order for provisioning. The method also includes synchronizing the re-submitted order in an external provisioning system. The synchronizing includes overriding the order that had been previously submitted for provisioning.

The method and apparatus of the present invention include generating a list of orders associated with an account. The list of orders comprises orders that are open. Selection of one of the orders is detected. A request to change the selected order is detected. Changes in the open and pending orders to reflect the future state of an asset are applied. A quote based on the future state of an asset is generated. A user is allowed to change the configuration of the future state of the asset, and the change is incorporated in the quote.

A data structure for a complex order processing system is implemented in a set of tables for assets, quotes, and orders. The asset table includes information regarding products currently installed and services being delivered to a customer's premises. The aggregate asset tables for a customer represent the customer's service profile. The quote table represents an offer to change the products and services provided to a customer; and the order table represents instructions to change the products and services provided to a customer. The assets can represent a product with a hierarchy of instances of sub-products, and one or more of the sub-products can itself be a complex product. The asset, quote and order tables comprise several fields. Some of the fields are the same across the tables so than information can be readily transferred from the quote table to an order table when a quote is approved by a customer and converted to an order. Information is also transferred from an order table to an asset table when an order is successfully completed and the asset configuration is applied to the service profile of the customer. When a customer requests a quote to change their service profile, the information from an asset table is transferred to a quote table. Multiple assets, quotes, and orders can be associated with a customer, and the tables provide information regarding the status of each asset, quote, and order. The data structure also includes information regarding whether a price type of a product or service item is a one-time charge, recurring, or usage-based.

Data structure for a complex order processing system

A complex order processing system is implemented in an architecture that allows customer service representatives and customers to access the customer's accounts, service profiles, quotes, and orders. Account information can be entered and updated. Quotes can be generated for various configurations of products and services having different types of charges including one time fees, recurring fixed fees, and usage-based fees. The quotes can be saved, and later updated by the customer or by the system to reflect changes in the configuration of a product or service that is included in the quote. The quote can be converted to an order, and pending orders can be modified. Before allowing modification of a quote or order, the requested future state of a product or service is created by applying the prior active and unprocessed orders to the product or service. The portion of the product or service currently selected is also applied to the product or service, and the user can then reconfigure the product or service. Once the change is accepted, the difference between the requested state of the product and service before and after the change is generated and saved as a delta quote or order. The system also allows a user to transfer the configuration of products and services from one address to another by selecting a single option. Third party service providers of a customer can also view the configuration of the customer's products and services in determining service options for the customer.

A user interface for a computerized complex order processing system presents a list of products and services associated with an account, a list of quotes associated with the account, a list of orders associated with the account, and several user-selectable options. The options allow the user to transfer a service profile by defaulting the existing services at an old location to a new location; add, modify, and disconnect products and services the service profile, quotes, and orders associated with a selected account. The options further allow the user to accept a quote, convert the quote to a sales order, update the amount of revenue to be generated by a quote, approve an order, and submit the order for provisioning.

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Castle Rock, CO, United States of America

Mark David Lewis