Method and system for sales-credit assignment via time-based organization hierarchies

US8600799B2 · kind B2 · utility

Assignee

• Siebel Systems, Inc. · US

Inventors

• Daniel T. Chang · San Jose, US
• Alexander Goldstein · Foster City, US
• Ashish Singhal · Glendale, US
• Pankaj Bhatia · Hayward, US
• Bhakti Vithalani · Foster City, US
• Pasan Rukmal Sirisena · San Mateo, US
• Steve Apfelberg · Menlo Park, US
• Marc Verbeek · Foster City, US
• Tarri Furlong · San Leandro, US
• Ashley Stirrup · Burlingame, US
• Ajay Sabhlok · Fremont, US
• Martin Renaud · Granby, CA

Key dates

• Filing date: Oct 18, 2002
• Grant date: Dec 3, 2013
• Expiry date: May 13, 2028

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q10/06314
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A method, system, and article of manufacture for defining and managing instances of time-based organization hierarchies, and for assigning sales credit to corresponding positions within the time-based organization hierarchy in response to a sales data input are disclosed herein. In one embodiment, a user may define and/or manage one or more instances of the time-based organization hierarchy via a user interface generated on a client. Moreover, and in response to the sales data input corresponding to a transaction, a sales credit assignment process may then be executed to assign sales credit to one or more positions within the instance of the time-based organization hierarchy based on an evaluation of conditions specified in one or more identified assignment rules associated with the time-based organization hierarchy.