Patents by Inventor Brian Blount
Brian Blount has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).
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Patent number: 10713676Abstract: 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.Type: GrantFiled: August 31, 2018Date of Patent: July 14, 2020Assignee: VERSATA DEVELOPMENT GROUP, INC.Inventors: David Chao, Brian Blount, Charles Erickson, Shari Gharavy, Cheng Zhou, Joshua Toub
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Patent number: 10475117Abstract: 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.Type: GrantFiled: May 24, 2011Date of Patent: November 12, 2019Assignee: Versata Development Group, Inc.Inventors: David Chao, Brian Blount, Joshua Toub, Shari Gharavy, Cheng Zhou, Charles Erickson
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Patent number: 10068242Abstract: 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.Type: GrantFiled: June 1, 2015Date of Patent: September 4, 2018Assignee: Versata Development Group, Inc.Inventors: David Chao, Brian Blount, Charles Erickson, Shari Gharavy, Cheng Zhou, Joshua Toub
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Patent number: 9076127Abstract: 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.Type: GrantFiled: February 3, 2011Date of Patent: July 7, 2015Assignee: Versata Development Group, Inc.Inventors: David Chao, Brian Blount, Charles Erickson, Shari Gharavy, Cheng Zhou, Joshua Toub
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Publication number: 20120130877Abstract: 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.Type: ApplicationFiled: May 24, 2011Publication date: May 24, 2012Inventors: David Chao, Brian Blount, Joshua Toub, Shari Gharavy, Cheng Zhou, Charles Erickson
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Publication number: 20110231197Abstract: 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.Type: ApplicationFiled: February 7, 2011Publication date: September 22, 2011Inventors: David Chao, Brian Blount, Joshua Toub, Charles Erickson, Cheng Zhou, Shari Gharavy
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Patent number: 7958024Abstract: 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.Type: GrantFiled: March 15, 2001Date of Patent: June 7, 2011Assignee: Versata Development Group, Inc.Inventors: David Chao, Brian Blount, Joshua Toub, Shari Gharavy, Cheng Zhou, Charles Erickson
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Publication number: 20110125635Abstract: 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.Type: ApplicationFiled: February 3, 2011Publication date: May 26, 2011Inventors: David Chao, Brian Blount, Charles Erickson, Shari Gharavy, Cheng Zhou, Joshua Toub
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Patent number: 7925513Abstract: 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.Type: GrantFiled: March 15, 2001Date of Patent: April 12, 2011Assignee: Versata Development Group, Inc.Inventors: David Chao, Brian Blount, Joshua Toub, Charles Erickson, Cheng Zhou, Shari Gharavy
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Patent number: 7908304Abstract: 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.Type: GrantFiled: March 15, 2001Date of Patent: March 15, 2011Assignee: Versata Development Group, Inc.Inventors: David Chao, Brian Blount, Charles Erickson, Shari Gharavy, Cheng Zhou, Joshua Toub
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Publication number: 20070125017Abstract: A thin, prestressed concrete panel, having a thickness of about one and one-half inch thickness or less, and apparatus for making the same is disclosed. Pairs of prestressed tendons extend between the side and end portions of the panel. The tendons of each pair are positioned on each side of the mid-plane of the panel and spaced from such mid-plane so as to increase panel strength and prevent warping of the panel. A molding apparatus for casting the panel comprises a bottom plate, a pair of opposite side portions, and a pair of opposite end portions. Slots are defined in the side and end portions through which tendons are inserted prior to pouring concrete in the mold. Tensioning means are provided for prestressing the tendons in the longitudinal and lateral directions of the panel.Type: ApplicationFiled: December 29, 2006Publication date: June 7, 2007Inventor: Brian Blount
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Patent number: 6564260Abstract: Systems, methods and computer program products allow intranet administrators to assign, generate and deliver content to users of an intranet. Intranet users are defined and assigned to various defined user groups. Units of content available to users of an intranet are also defined and assigned to various defined content groups. The defined content groups are then associated with the defined user groups such that each of the defined user groups has at least one of the defined units of content associated therewith. A content page creation profile is provided for each defined user and is configured to control how content is displayed within a user's customized content page. Through identified relationships of user groups and content groups, the units of content assigned to a user can be determined and a content page containing the assigned units of content can be created and delivered to a user.Type: GrantFiled: October 26, 2000Date of Patent: May 13, 2003Assignee: International Business Machines CorporationInventors: Stephen C. Baber, Brian Blount, Kathryn Heninger Britton, David Louis Kaminsky, Ann Marie O'Meara
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Patent number: 6564259Abstract: Systems, methods and computer program products allow intranet administrators to assign, generate and deliver content to users of an intranet. Intranet users are defined and assigned to various defined user groups. Units of content available to users of an intranet are also defined and assigned to various defined content groups. The defined content groups are then associated with the defined user groups such that each of the defined user groups has at least one of the defined units of content associated therewith. A content page creation profile is provided for each defined user and is configured to control how content is displayed within a user's customized content page. Through identified relationships of user groups and content groups, the units of content assigned to a user can be determined and a content page containing the assigned units of content can be created and delivered to a user.Type: GrantFiled: October 26, 2000Date of Patent: May 13, 2003Assignee: International Business Machines CorporationInventors: Stephen C. Baber, Brian Blount, Kathryn Heninger Britton, David Louis Kaminsky, Ann Marie O'Meara
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Publication number: 20020188535Abstract: Systems embodying the invention provide a way to manage the agreements that institutions such as financial services companies have with the 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 that is generated using the system. In one embodiment of the invention, the system generates each selling agreement utilizes 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 that must be met for each sale made by the sales representatives. The system verifies that the regulatory conditions are met (e.g.Type: ApplicationFiled: March 15, 2001Publication date: December 12, 2002Inventors: David Chao, Brian Blount, Joshua Toub, Shari Gharavy, Cheng Zhou, Charles Erickson
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Publication number: 20020169678Abstract: 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.Type: ApplicationFiled: March 15, 2001Publication date: November 14, 2002Inventors: David Chao, Brian Blount, Joshua Toub, Charles Erickson, Cheng Zhou, Shari Gharavy
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Publication number: 20020133383Abstract: 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.Type: ApplicationFiled: March 15, 2001Publication date: September 19, 2002Inventors: David Chao, Brian Blount, Charles Erickson, Shari Gharavy, Cheng Zhou, Joshua Toub
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Patent number: 6195696Abstract: Systems, methods and computer program products allow intranet administrators to assign, generate and deliver content to users of an intranet. Intranet users are defined and assigned to various defined user groups. Units of content available to users of an intranet are also defined and assigned to various defined content groups. The defined content groups are then associated with the defined user groups such that each of the defined user groups has at least one of the defined units of content associated therewith. A content page creation profile is provided for each defined user and is configured to control how content is displayed within a user's customized content page. Through identified relationships of user groups and content groups, the units of content assigned to a user can be determined and a content page containing the assigned units of content can be created and delivered to a user.Type: GrantFiled: October 1, 1998Date of Patent: February 27, 2001Assignee: International Business Machines CorporationInventors: Stephen C. Baber, Brian Blount, Kathryn Heninger Britton, David Louis Kaminsky, Ann Marie O'Meara