Chris Beall

A mobile application for a wireless handheld computing device, such as a smartphone, is disclosed in combination with a communication link establishment and management system. Systems and methods are disclosed for calling desired contacts using a smartphone that can take advantage of the power and efficiency of agent-assisted dialing pro- vided by the communication link establishment and man- agement system. The systems and methods automatically integrate with a customer relationship management… Show more

A mobile application for a wireless handheld computing device, such as a smartphone, is disclosed in combination with a communication link establishment and management system. Systems and methods are disclosed for calling desired contacts using a smartphone that can take advantage of the power and efficiency of agent-assisted dialing pro- vided by the communication link establishment and man- agement system. The systems and methods automatically integrate with a customer relationship management (CRM) system connected to the communication link establishment and management system. Show less

A contextual lead generation in an automated communication link establishment and management system may store information related to sales calls. The system may identify strengths and weaknesses of a sales representative. The system may provide training content to the sales representative in real time base on the identified strengths and weaknesses.

Methods and systems may generate contextual leads in an automated communication link establishment and management system. In addition, systems and methods may automatically integrate an automated calling system with a customer relationship management system, contact management system, and/or task management system, so that historical information stored concerning past contact activity and automated calling sessions relating to contacts is automatically updated in the customer relationship… Show more

Methods and systems may generate contextual leads in an automated communication link establishment and management system. In addition, systems and methods may automatically integrate an automated calling system with a customer relationship management system, contact management system, and/or task management system, so that historical information stored concerning past contact activity and automated calling sessions relating to contacts is automatically updated in the customer relationship management system, contact management system, and/or task management system. Show less

A method and system for dynamically allocating agents during outbound calling in a system for facilitating call connections between a user and a target.

A method and apparatus are described to perform cascading search methodologies on one or more data sets from one or more databases. A graphical user interface for setting up the searching is also described. In one embodiment, the invention can include designating a first strategy comprising a search string applied to operate upon data records in a first database, designating a second search strategy comprising the search string applied to operate upon data records in a second database, and… Show more

A method and apparatus are described to perform cascading search methodologies on one or more data sets from one or more databases. A graphical user interface for setting up the searching is also described. In one embodiment, the invention can include designating a first strategy comprising a search string applied to operate upon data records in a first database, designating a second search strategy comprising the search string applied to operate upon data records in a second database, and forming a search hierarchy comprised of the first search strategy followed by the second search strategy. In another embodiment, the invention can include a graphical user interface comprising a first area to select a database, a second area to select a search type, and a third area to select an attribute from the selected database upon which to execute the selected search type. Show less

A method and apparatus are described to perform cascading search methodologies records in a database. In one embodiment, the method comprises receiving a free-form search string, comprising one or more search terms, from a user, searching a database to identify records in the database containing the search string, if no data records are identified, searching the database by applying an ordered sequence of search algorithms to identify data records containing strings similar to the search… Show more

A method and apparatus are described to perform cascading search methodologies records in a database. In one embodiment, the method comprises receiving a free-form search string, comprising one or more search terms, from a user, searching a database to identify records in the database containing the search string, if no data records are identified, searching the database by applying an ordered sequence of search algorithms to identify data records containing strings similar to the search string, and to display the identified records. Show less

The present invention allows an item to automatically be classified using its attributes based on a classification schema and a knowledge base. The invention can include selecting a first attribute of the item, designating a first search strategy comprising the value of the first attribute applied to operate upon data records in a first database, selecting a second attribute of the item; designating a second search strategy comprising the value of the second attribute applied to operate upon a… Show more

The present invention allows an item to automatically be classified using its attributes based on a classification schema and a knowledge base. The invention can include selecting a first attribute of the item, designating a first search strategy comprising the value of the first attribute applied to operate upon data records in a first database, selecting a second attribute of the item; designating a second search strategy comprising the value of the second attribute applied to operate upon a second subset of data records in a second database, forming a search hierarchy comprised of the first search strategy followed by the second search strategy, executing the search hierarchy, and selecting at least one classification for the item based on the search.
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An electronic catalog search engine is configurable to optimize the search process by identifying the desired item from the most advantageous supplier, while efficiently utilizing computing resources. The search engine comprises a configurable search and data subset creation mechanism. The system accepts search terms from a user, and then executes a sequence of search strategies on subsets of the database which may include a proximity search, a word count search, and a fuzzy logic search… Show more

An electronic catalog search engine is configurable to optimize the search process by identifying the desired item from the most advantageous supplier, while efficiently utilizing computing resources. The search engine comprises a configurable search and data subset creation mechanism. The system accepts search terms from a user, and then executes a sequence of search strategies on subsets of the database which may include a proximity search, a word count search, and a fuzzy logic search. Subsets can be searched in any order and different search strategies can be applied to different subsets. The sequences are terminated when search steps have uncovered at least one match. Each database entry has a corresponding product category. A list of categories from each of the matching products is dynamically compiled and displayed to the user. The user can page through the list of displayed matches, or alternatively can create a subset of the list by selecting only the items within one of the categories. In addition, the user can further refine the list of items by selecting those items having a particular attribute. The invention has the advantage that users with a wide range of skills and/or familiarity with products can quickly find the products that they need. The system has the additional feature of creating electronic requisitions for the products listed in the database. Show less

An electronic catalog requisition system includes software for efficiently selecting items from a database. The software accepts search terms from a user, and then executes a sequence of search strategies on the database which may include a proximity search, a word count search, and a fuzzy logic search. The sequence is terminated when a search algorithm has uncovered at least one match. Each database entry has a corresponding product category. A list of categories from each of the matching… Show more

An electronic catalog requisition system includes software for efficiently selecting items from a database. The software accepts search terms from a user, and then executes a sequence of search strategies on the database which may include a proximity search, a word count search, and a fuzzy logic search. The sequence is terminated when a search algorithm has uncovered at least one match. Each database entry has a corresponding product category. A list of categories from each of the matching products is dynamically compiled and displayed to the user. The user can page through the list of displayed matches, or alternatively can create a subset of the list by selecting only the items within one of the categories. In addition, the user can further refine the list of items by selecting those items having a particular attribute. The software can also maintain a list of synonyms for attributes as an aid for finding appropriate matches within the database. Natural adjectives to certain of the attributes are recognized as further refinements to the search criteria. The invention has the advantage that users with a wide range of skills and/or familiarity with products can quickly find the products that they need. The software has the additional feature of creating electronic requisitions for the products listed in the database. Show less

An electronic catalog search engine is configurable to optimize the search process by identifying the desired item from the most advantageous supplier, while efficiently utilizing computing resources. The search engine comprises a configurable search and data subset creation mechanism. The system accepts search terms from a user, and then executes a sequence of search strategies on subsets of the database which may include a proximity search, a word count search, and a fuzzy logic search… Show more

An electronic catalog search engine is configurable to optimize the search process by identifying the desired item from the most advantageous supplier, while efficiently utilizing computing resources. The search engine comprises a configurable search and data subset creation mechanism. The system accepts search terms from a user, and then executes a sequence of search strategies on subsets of the database which may include a proximity search, a word count search, and a fuzzy logic search. Subsets can be searched in any order and different search strategies can be applied to different subsets. The sequences are terminated when search steps have uncovered at least one match. Each database entry has a corresponding product category. A list of categories from each of the matching products is dynamically compiled and displayed to the user. The user can page through the list of displayed matches, or alternatively can create a subset of the list by selecting only the items within one of the categories. In addition, the user can further refine the list of items by selecting those items having a particular attribute. The invention has the advantage that users with a wide range of skills and/or familiarity with products can quickly find the products that they need. The system has the additional feature of creating electronic requisitions for the products listed in the database. Show less

An electronic catalog requisition system includes software for efficiently selecting items from a database. The software accepts search terms from a user, and then executes a sequence of search strategies on the database which may include a proximity search, a word count search, and a fuzzy logic search. The sequence is terminated when a search algorithm has uncovered at least one match. Each database entry has a corresponding product category. A list of categories from each of the matching… Show more

An electronic catalog requisition system includes software for efficiently selecting items from a database. The software accepts search terms from a user, and then executes a sequence of search strategies on the database which may include a proximity search, a word count search, and a fuzzy logic search. The sequence is terminated when a search algorithm has uncovered at least one match. Each database entry has a corresponding product category. A list of categories from each of the matching products is dynamically compiled and displayed to the user. The user can page through the list of displayed matches, or alternatively can create a subset of the list by selecting only the items within one of the categories. In addition, the user can further refine the list of items by selecting those items having a particular attribute. The software can also maintain a list of synonyms for attributes as an aid for finding appropriate matches within the database. Natural adjectives to certain of the attributes are recognized as further refinements to the search criteria. The invention has the advantage that users with a wide range of skills and/or familiarity with products can quickly find the products that they need. The software has the additional feature of creating electronic requisitions for the products listed in the database. Show less

A system is disclosed for remotely accessing database management systems (5130) and performing guided iterative queries of knowledge bases (110) over a communication circuit such as the Internet (5124). The system includes a Web browser (5120) having a Java.TM. runtime environment (4015), and executable content client (5121) that may be downloaded from a remote location (103). A Krakatoa proxy server (5128), socket (5021), and tunnel (5129) establish a mechanism for remote procedure calls… Show more

A system is disclosed for remotely accessing database management systems (5130) and performing guided iterative queries of knowledge bases (110) over a communication circuit such as the Internet (5124). The system includes a Web browser (5120) having a Java.TM. runtime environment (4015), and executable content client (5121) that may be downloaded from a remote location (103). A Krakatoa proxy server (5128), socket (5021), and tunnel (5129) establish a mechanism for remote procedure calls through firewalls (5126) via an HTTP server (5127). Guardrail counts (750) are preferably displayed to the remote searcher to facilitate guided iterative queries of the remote knowledge base (110). A configurable graphical action region (700) is preferably provided to the remote searcher via a graphical user interface to provide powerful navigation and linking of diverse useful information which varies based upon contexts selected by the remote searcher. Show less

An electronic catalog requisition system includes software for efficiently selecting items from a database. The software accepts search terms from a user, and then executes a sequence of search strategies on the database which may include a proximity search, a word count search, and a fuzzy logic search. The sequence is terminated when a search algorithm has uncovered at least one match. Each database entry has a corresponding product category. A list of categories from each of the matching… Show more

An electronic catalog requisition system includes software for efficiently selecting items from a database. The software accepts search terms from a user, and then executes a sequence of search strategies on the database which may include a proximity search, a word count search, and a fuzzy logic search. The sequence is terminated when a search algorithm has uncovered at least one match. Each database entry has a corresponding product category. A list of categories from each of the matching products is dynamically compiled and displayed to the user. The user can page through the list of displayed matches, or alternatively can create a subset of the list by selecting only the items within one of the categories. In addition, the user can further refine the list of items by selecting those items having a particular attribute. The software can also maintain a list of synonyms for attributes as an aid for finding appropriate matches within the database. Natural adjectives to certain of the attributes are recognized as further refinements to the search criteria. The invention has the advantage that users with a wide range of skills and/or familiarity with products can quickly find the products that they need. The software has the additional feature of creating electronic requisitions for the products listed in the database. Show less

An object oriented database structured to allow the schema to be updated dynamically without interrupting use for search/find or authoring of instances. Referenced by 47 patents.

The present invention provides a method and apparatus for concurrency control in an object oriented database management system having a plurality of users accessing the system at the same time, and allowing editing of the database while other users are concurrently searching the database. The present invention may be advantageously used in a client/server architecture comprising a knowledge base client and a knowledge base server. In a preferred embodiment, the knowledge base server may include… Show more

The present invention provides a method and apparatus for concurrency control in an object oriented database management system having a plurality of users accessing the system at the same time, and allowing editing of the database while other users are concurrently searching the database. The present invention may be advantageously used in a client/server architecture comprising a knowledge base client and a knowledge base server. In a preferred embodiment, the knowledge base server may include an object oriented lock manager, a dynamic class manager, a connection manager, a query manager, a handle manager, a units manager, a database manager, and a file manager. The concurrency control mechanism includes a lock holder table. The present invention provides a method and apparatus for providing concurrency control in an object oriented database managemant system using only three types of lock modes: a class share lock, a tree update lock, and a tree exclusive lock. In a preferred embodiment, a fourth type of lock mode may be provided: a tree share lock. The present invention provides a particularly advantageous concurrency control mechanism for an object oriented database management system that is read oriented. Show less

The present invention is an improvement upon an object oriented database management system and provides a method and apparatus for a user to visually compare attribute values of instances retrieved in a search in a way that highlights attribute values that do not match or are not equal. The present invention provides a method and apparatus for determining which of the attributes are not equal or do not match, and which attribute values are the same for all of the instances that are retrieved by… Show more

The present invention is an improvement upon an object oriented database management system and provides a method and apparatus for a user to visually compare attribute values of instances retrieved in a search in a way that highlights attribute values that do not match or are not equal. The present invention provides a method and apparatus for determining which of the attributes are not equal or do not match, and which attribute values are the same for all of the instances that are retrieved by a search. A method and apparatus is provided for visually indicating such determinations in a way that is immediately understandable by a user. Show less