graphical user interface (gui) within crm solution enabling user-defined rules for connected devices

专利摘要:
A computer-implemented method includes the step of providing a graphical user interface (GUI) that is accessible by users within a customer relationship management (CRM) solution. gui allows users to define rules with each rule including one or more conditions and one or more associated actions to be taken by meeting one or more conditions. The method further includes receiving from a user via the gui one or more user defined rules; store in non-transient computer readable media each user-defined rule received for later retrieval and processing; electronically receive geospatial data acquired by a plurality of connected devices; identify stored rules applicable to data received; retrieve the identified rules; apply the rules to the data received; and taking one or more actions of each retrieved rule when one or more retrieved rule conditions are met based on the data received.
公开号:BR112019007537A2
申请号:R112019007537
申请日:2017-10-13
公开日:2019-10-01
发明作者:Javier Reyes Abraham；Levi Daniels Alexander；Louis Brantly Benjamin；Kenneth Hubbard Brian；Brian Stewart John；Lee Horitski Justine；Christopher Brown Michael
申请人:Mapanything Inc；
IPC主号:

专利说明:

GRAPHIC USER INTERFACE (GUI) WITHIN CRM SOLUTION ENABLING RULES DEFINED BY USER FOR DEVICES
CONNECTED
CROSS REFERENCE FOR RELATED APPLICATION [001] For the purpose of the United States, this application is a non-provisional patent application, and claims priority under 35 USC 119 for, provisional patent application 62 / 407,579, filed on October 13, 2016 , the disclosure of which is hereby incorporated by reference; and for the purposes of any other jurisdiction, the present application claims priority under the Paris Convention for U.S. patent application 62 / 407,579, filed on October 13, 2016, the disclosure of which is incorporated herein by reference.
COPYRIGHT DECLARATION [002] All material in this patent document is subject to copyright protection under the copyright laws of the United States and other countries. The copyright holder has no objection to facsimile reproduction of any patent document or patent disclosure, as it appears in official government records, but otherwise all other copyrights are reserved.
BACKGROUND OF THE INVENTION [003] The present invention generally relates to systems in which rules are defined by the user with respect to assets and, more particularly, to customer relationship management technology solutions in which a graphical user interface is provided to define such rules by users, including assets over geospatial and event-based rules.
Petition 870190080882, of 20/08/2019, p. 7/86
2/59 [004] Customer relationship management (CRM) technology solutions are well known, perhaps with the main CRM computer system currently provided by Salesforce.com Inc., whose solution allows a company to store and manage information about customers and prospects - such as contact information, accounts, cases, work orders, leads and sales opportunities - on a single online platform, that is, in the cloud, through which the CRM solution is easily scalable and provides access to a user who has a networked device when needed, as long as there is network connectivity.
[005] In conjunction with this technology solution, Salesforce.com Inc. also provides application program interfaces (APIs) for the Salesforce CRM computer system, allowing independent third-party software developers to create applications that allow companies get more out of and use Salesforce’s CRM computer system. In fact, Salesforce.com Inc. provides a marketplace that facilitates the marketing of such applications by these developers.
[006] One such developer is MapAnything, Inc., which has developed and offers one or more applications that fully integrate with the Salesforce CRM computer system and that allow users to map leads, contacts and accounts based on geographic locations. The offer also uses geocoding, which is a feature that allows information to be obtained in real time based on geographic location and that can be used to assign cases to service professionals within a specific location; reallocating business resources to areas that
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3/59 most need them, providing solutions to problems as they arise; and launch marketing campaigns based on demographic data in relevant geographic areas. In addition to obtaining real-time information, the offer allows the display of all relevant data, including custom and standard objects, which can be saved and displayed in the Salesforce CRM solution as map overlays.
[007] Even in view of previous advances, it is believed that one or more needs remain for continuous improvement in CRM technology solutions. This and other needs are addressed by one or more aspects and resources
of this invention. SUMMARY OF INVENTION [008] A present invention includes many aspects and
resources. In addition, while many aspects and features relate to, and are described in the context of, CRM systems, the present invention is not limited to use only in such systems and will find utility in more general telematics and asset tracking applications, such as fleet management solutions, as will become evident from the following summaries and detailed descriptions of aspects, resources and one or more modalities of the present invention.
[009] Consequently, an aspect of the present invention relates to a computer system in which users define rules, each rule comprising one or more conditions of the rule and one or more actions of the rule to be taken upon satisfaction of one or more conditions. A rule can be an event-based rule and is preferably a geospatial rule. According
Petition 870190080882, of 20/08/2019, p. 9/86
In this regard, the computer system comprises hardware and software that are configured together to provide a CRM computer system; and a rules-based computer system. The CRM computer system hardware preferably comprises one or more web servers that run software, such as the Salesforce CRM platform, which provides the CRM solution to business users, in addition to providing a software platform that allows execution other third-party applications and integrated seamlessly with the CRM solution. The rules-based system hardware also preferably comprises web servers that run software that provides electronic communication capabilities, including the ability to receive and collect data from connected devices and providers of connected devices; electronic data storage capabilities; it serves as a rules engine; and serves as an event manager, all as further disclosed. The preference rules engine collects, stores, analyzes and acts on the data received, according to the user-defined rules that are created. In addition, when collecting the data, the preference rule engine normalizes the data, especially since the data can be acquired from a plurality of connected devices from different suppliers, where the data structure / format can differ greatly in the information received from the different connected devices. The acquisition of data by the mechanism can be by sending, null or direct communication. The mechanism also preferably enriches the data. For example, when location information is received for a vehicle in
Petition 870190080882, of 20/08/2019, p. 10/86
5/59 traffic, the data can be supplemented by the mechanism with the published speed limit applicable at that location. The time and date information can be normalized in relation to a specific time zone.
[0010] According to this aspect, the CRM computer system is accessible by users on a first set of one or more network IP addresses and provides corporate users with access to a graphical user interface (GUI) through which users define rules. In addition, the GUI comprises one or more windows, pages, or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand both one or more conditions, and one or more actions
associated to be taken through the meeting gives an or more conditions.[0011] In accordance like this aspect, O system of computer rules-based is accessible in one second
set of one or more network IP addresses other than the first set of network IP addresses, whereby the CRM computer system and the rules-based computer system are configured for electronic communications with each other, and through which the system rules-based computer is configured to receive data, acquired by a plurality of connected devices. The data preferably comprises geospatial data. The rules-based computer system is further configured to (A) receive electronically over the Internet from the CRM computer system, and store rules defined by users using the GUI on a non-transitory computer readable medium; (B) apply stored user-defined rates
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6/59 in a non-transitory computer readable medium to the received data acquired by the plurality of connected devices; and (C) take one or more actions for each user-defined rule under one or more conditions of the rule being satisfied.
[0012] In a feature of this aspect, the CRM computer system is accessible by users over the Internet on the first set of network IP addresses.
[0013] In a feature of this aspect, the computer system based on geospatial rules is accessible over the Internet on the second set of network IP addresses.
[0014] In a feature of this aspect, each user-defined rule is communicated electronically from the CRM computer system to the computer system based on rules for storage and processing.
[0015] In a feature of this aspect, the data acquired by the connected devices comprises geospatial data from mobile phones.
[0016] In a feature of this aspect, the data acquired by the connected devices comprises geospatial data from smartphones.
[0017] In a feature of this aspect, the data acquired by the connected devices comprise geospatial data from tablets.
[0018] In a feature of this aspect, the data acquired by the connected devices comprises geospatial data from Android and iOS devices.
[0019] In a feature of this aspect, the data acquired by the connected devices comprises geospatial data from vehicles.
Petition 870190080882, of 20/08/2019, p. 12/86
7/59 [0020] In a feature of this aspect, the data acquired by the connected devices comprises geospatial data from telematic devices. Telematic devices can be attached to vehicles; for containers; and for both vehicles and containers.
[0021] In a feature of this aspect, the rules-based computer system is configured to receive geospatial data acquired by the connected devices from the connected devices.
[0022] In a feature of this aspect, the rules-based computer system is configured to receive geospatial data acquired by devices connected from devices connected via satellite communications.
[0023] In a feature of this aspect, the rules-based computer system is configured to receive geospatial data acquired by devices connected from devices connected via cellular telecommunications.
[0024] In a feature of this aspect, the rules-based computer system is configured to receive geospatial data acquired by devices connected from devices connected via wireless telecommunications.
[0025] In a feature of this aspect, the rules-based computer system is configured to receive geospatial data acquired by connected devices from one or more gateways that receive geospatial data from connected devices from connected devices.
Petition 870190080882, of 20/08/2019, p. 13/86
8/59 [0026] In a feature of this aspect, the rules-based computer system is configured to communicate electronically with one or more gateways over the Internet.
[0027] In a feature of this aspect, the rules-based computer system is configured to process input data from connected devices against one or more stored user-defined rules to determine whether one or more conditions are met from each of the one or more user-defined rules. The rules-based computer system is configured to perform one or more actions of a user-defined rule upon determining that one or more conditions of the user-defined rule are satisfied. In the examples, one or more conditions of a user-defined rule are satisfied by means of a connected device entering an area represented by a geographic fence that is specified in the user-defined rule; by means of a connected device, leave an area represented by a geographical fence that is specified in the user-defined rule; or by means of a connected device staying for a predetermined time within an area represented by a geographical fence that is specified in the user-defined rule. The input data preferably comprises geospatial data, and one or more actions of a user-defined rule that are taken by the rules-based computer system upon determining that the one or more conditions of the user-defined rule are satisfied can comprise , for example: send an alert about non-compliance with security regulations that is determined by the rules-based computer system to have
Petition 870190080882, of 20/08/2019, p. 14/86
9/59 occurred; send an alert about a malfunction that is determined by the rules-based computer system to have occurred; send an email; send an SMS message; send a report from a sales representative to a manager of the sales representative with activity including mileage and hours worked; provide an alert on vehicle starts and stops; provide an alert on a diversion of an asset in transit from a designated tripwire; provide an alert to a customer of an estimated estimated arrival time of an asset in transit to the customer based on real-time traffic conditions and the real-time location of the asset; provide an alert to the customer upon the arrival of an asset at the customer's location; send a communication through an organizational communication tool; send a communication via Salesforce Chatter; and adding a record to the CRM computer system via the rules-based computer system. In this regard, the rules-based computer system can be configured to send an http communication to the CRM computer system to affect the addition of a record to the CRM computer system, the change to a computer system record of CRM, retrieving a record on the CRM computer system or deleting a record on the CRM computer system, the http communication of which can be RESTful.
[0028] In a feature of this aspect, the GUI is generated according to a program that integrates with an application that provides basic functionality of the CRM computer system. The program that generates the GUI can represent an optional feature of the CRM computer system, and the program that
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10/59 generates the GUI can be provided by a first party that maintains the computer system based on rules, in which the application that provides the basic functionality of the CRM computer system can be maintained by another party not affiliated with the first party.
[0029] In a feature of this aspect, business users are customers of a CRM computer system provider. The CRM computer system can be provided to users through a subscription with the CRM computer system provider, users can also be customers of a rules-based computer system provider, and the rules-based computer system can be provided to users under an additional subscription with the CRM computer system provider.
[0030] In a feature of this aspect, a CRM computer system provider is a customer of a rules-based computer system provider.
[0031] In a feature of this aspect, the GUI comprises a graphical user interface based on maps.
[0032] In a feature of this aspect, the GUI further comprises one or more GUI controls through which an identification of a supplier of a connected device is specified for each user-defined rule.
[0033] In a feature of this aspect, the GUI further comprises one or more GUI controls through which an identification of a type of connected device is specified for each user-defined rule.
[0034] In a feature of this aspect, the GUI further comprises one or more GUI controls through which an identification of a connected device is specified
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11/59 for each user-defined rule;
[0035] In a feature of this aspect, the CRM computer system and the rules-based computer system are maintained by different parts and are in separate physical locations.
[0036] In a feature of this aspect, the GUI further comprises one or more GUI controls through which a geographic fence is specified by a user for a user-defined rule. Regarding this, the one or more GUI controls can allow a user to specify the geographic fence for drawing on a map; o one or more GUI controls allow a user to specify the geographic fence by specifying a geometric shape on a map; o one or more GUI controls can allow a user to specify the geographic fence by specifying a tripwire on a map; o one or more GUI controls can allow a user to specify the geographic fence by specifying a tripwire on a map; o one or more GUI controls can allow a user to specify the geographic fence by specifying a polygon on a map; and combinations thereof.
[0037] In a feature of this aspect, the GUI further comprises one or more GUI controls through which one or more records of the CRM computer system are specified by a user for which the user-defined rule applies.
[0038] In a feature of this aspect, the GUI further comprises one or more GUI controls through which a filter is specified by a user for a user-defined rule, the filter being applicable to the CRM computer system records for identification from records to
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12/59 which user-defined rule applies.
[0039] In a feature of this aspect, the GUI further comprises one or more GUI controls through which a time frame is specified by a user for a user-defined rule, the time frame identifying when the user-defined rule becomes applies.
[0040] In a feature of this aspect, the GUI further comprises one or more GUI controls through which a time of day is specified by a user for a user-defined rule, the time of day identifying when the user-defined rule is applies.
[0041] In a feature of this aspect, the GUI further comprises one or more GUI controls through which a time is specified by a user for a user-defined rule, the time identifying when the user-defined rule applies.
[0042] In a feature of this aspect, the one or more GUI controls comprise a plurality of GUI controls through which a user constructs a rule, each of the plurality of GUI controls corresponding to a portion of the rule that is constructed.
[0043] In a feature of this aspect, the CRM computer system is configured to store accounts comprising customer data, where each account corresponds to a company, where for each account one or more users are associated with it, where each user-defined rule is associated with the user account defining the account, and where the account association of each user-defined rule is communicated to, and stored in a non-transitory, computer readable medium by the computer system
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Rules based 13/59. In relation to this feature, the customer data for each account in the CRM system may include customer contact information, customer accounts, cases, work orders, leads and sales opportunities for the company corresponding to the account.
[0044] In a feature of this aspect, the GUI further comprises one or more GUI controls through which an asset is specified by a user for a user-defined rule related to asset tracking. In relation to this feature, the GUI can include one or more GUI controls through which an event of an asset is specified by a user as a condition for a user-defined rule related to asset tracking. For example, the asset can comprise a manually driven vehicle and the asset event comprises the sudden braking of the vehicle by a driver; the asset may comprise a sales representative and the asset event comprises the stop of the sales representative for a number of minutes greater than a predetermined number; and the asset comprises a manually operated vehicle and the asset event comprises the sudden braking of the vehicle by a driver.
[0045] In another aspect, a computer system comprises hardware and software that, together, are configured to provide a CRM system and a system based on geospatial rules. The CRM system is accessible by users over the Internet and provides access by users to a GUI by which users define rules. The GUI comprises one or more windows, pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand one or more
Petition 870190080882, of 20/08/2019, p. 19/86
14/59 more conditions, and one or more associated actions to be taken upon meeting one or more conditions. The CRM system and the system based on geospatial rules are configured for electronic communication with each other and the system based on geospatial rules is configured to receive geospatial data from the Internet acquired by a plurality of connected devices. The system based on geospatial rules is further configured to receive electronically from the CRM system and store the rules defined by users using the GUI; apply stored user-defined rules to geospatial data that is received over the Internet, geospatial data acquired by the plurality of connected devices, and take one or more actions of each user-defined rule under one or more conditions of the rule being satisfied.
[0046] In yet another feature of this aspect, the GUI further comprises one or more GUI controls through which a location is specified by a user for a user-defined rule related to location-based automation. Location-based automation can include a workflow that is performed as a rule action to be performed; creation of an event in an appointment in the CRM system as an action of the rule to be taken; the automatic check-in of an appointment in the CRM system as an action of the rule to be taken; the automatic checkout of an appointment in the CRM system as an action of the rule to be taken; automatic recording to report an activity as an action of the rule to be taken; the automatic registration of mileage of a vehicle as an action of the rule to be taken; and any combination of the above.
Petition 870190080882, of 20/08/2019, p. 20/86
15/59 [0047] In another aspect, a computer-implemented method comprises: (a) providing a GUI that is accessible by users within a CRM solution, by which users define the rules, the GUI comprises one or more windows , pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand one or more conditions, and one or more associated actions to be taken when satisfying one or more conditions; (b) receiving from a user through the GUI one or more user-defined rules, each user-defined rule comprising one or more selected conditions and one or more selected actions to be taken upon meeting one or more conditions; (c) store in user-readable non-transitory medium each user-defined rule received for later retrieval and processing; (d) electronically receive, via the Internet, geospatial data acquired by a plurality of connected devices: (e) identify the user-defined rules applicable to the received geospatial data: (f) retrieve the identified user-defined rules stored; (g) apply retrieved user-defined rules to received geospatial data; and (h) take one or more actions of each retrieved user-defined rule when one or more conditions of the retrieved user-defined rule are satisfied based on the received geospatial data.
[0048] In a feature of this aspect, steps (a) to (h) are performed within the CRM solution.
[0049] In a feature of this aspect, step (a) is performed within the CRM solution and steps (b) to (h) are
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16/59 executed outside the CRM solution. The CRM solution can be provided by a first group of one or more web servers that perform step (a) and steps (b) to (h) can be performed by a second group of web servers. In addition, the first group of one or more web servers can be accessed by users over the Internet on a first set of network IP addresses, and the second group of one or more web servers can be accessible via the Internet on a second set of addresses IP. The method can also comprise the electronic communication of each user-defined rule from the CRM solution to the second group of one or more web servers for storage and processing.
[0050] In a feature of this aspect, the application of retrieved user-defined rules to received geospatial data comprises determining whether one or more conditions are met from each of the retrieved user-defined rules.
[0051] In a feature of this aspect, the method further comprises determining that the one or more conditions of a retrieved user-defined rule are satisfied through a connected device entering an area represented by a geographic fence that is specified in the user-defined rule .
[0052] In a feature of this aspect, the method further comprises determining that the one or more conditions of a retrieved user-defined rule are satisfied by means of a connected device leaving an area represented by a geographic fence that is specified in the user-defined rule.
Petition 870190080882, of 20/08/2019, p. 22/86
17/59 [0053] In a feature of this aspect, the method further comprises determining that one or more conditions of a retrieved user-defined rule are satisfied by means of a connected device remaining for a predetermined time within an area represented by a geographical fence which is specified in the user-defined rule.
[0054] In a feature of this aspect, taking one or more actions of a user-defined rule retrieved when determining that one or more conditions of the user-defined rule are satisfied comprises sending an alert regarding a non-compliance with regulations of security that is determined to have occurred by the system based on geospatial rules.
[0055] In a feature of this aspect, taking one or more actions of a user-defined rule recovered by determining that one or more conditions of the user-defined rule are satisfied comprises sending an alert regarding a malfunction that is determined by the system based on geospatial rules to have occurred.
[0056] In a feature of this aspect, taking one or more actions of a user-defined rule retrieved upon determining that one or more conditions of the user-defined rule are satisfied comprises sending an email.
[0057] In a feature of this aspect, taking one or more actions of a user-defined rule retrieved upon determining that the one or more conditions of the user-defined rule are satisfied comprises sending an SMS message.
[0058] In a feature of this aspect, take one or more actions of a user-defined rule retrieved by
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18/59 determining that one or more conditions of the user-defined rule are satisfied comprises sending a report from a sales representative to a manager of the sales representative with activity including mileage and hours worked.
[0059] In a feature of this aspect, taking one or more actions of a user-defined rule retrieved by determining that one or more conditions of the user-defined rule are satisfied comprises providing an alert regarding vehicle starts and stops.
[0060] In a feature of this aspect, taking one or more actions of a user-defined rule recovered by determining that one or more conditions of the user-defined rule are satisfied comprises providing an alert on a deviation of an asset in transit to from an assigned tripwire.
[0061] In a feature of this aspect, taking one or more actions of a user-defined rule retrieved by determining that one or more conditions of the user-defined rule are satisfied comprises providing an alert to a customer regarding a downtime modified estimated arrival of an asset in transit to the customer based on real-time traffic conditions and the real-time location of the asset.
[0062] In a feature of this aspect, taking one or more actions of a user-defined rule retrieved after determining that one or more conditions of the user-defined rule are satisfied comprises providing an alert to a customer upon the arrival of an asset at a customer location.
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19/59 [0063] In a feature of this aspect, taking one or more actions of a user-defined rule retrieved by determining that one or more conditions of the user-defined rule are satisfied comprises sending a communication through a communication tool organizational.
[0064] In a feature of this aspect, taking one or more actions of a user-defined rule retrieved upon determining that one or more conditions of the user-defined rule are satisfied comprises sending a communication through Salesforce Chatter.
[0065] In a feature of this aspect, taking one or more actions of a user-defined rule retrieved by determining that one or more conditions of the user-defined rule are met includes adding a record to the CRM solution by the rules-based system geospatial. Adding, deleting, changing or retrieving a record in the CRM solution may include sending an http communication to the CRM solution to perform the action, whose HTTP communication can be RESTful.
[0066] In a feature of this aspect, the provided GUI includes a graphical map-based user interface.
[0067] In a feature of this aspect, the GUI provided further comprises one or more GUI controls through which an identification of a supplier of a connected device is specified for each user-defined rule.
[0068] In a feature of this aspect, the GUI provided further comprises one or more GUI controls through which an identification of a type of connected device
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20/59 is specified for each user-defined rule.
[0069] In a feature of this aspect, the GUI provided also includes one or more GUI controls through which an identification of a connected device is specified for each user-defined rule.
[0070] In a feature of this aspect, the GUI provided further comprises one or more GUI controls through which a geographic fence is specified by a user for a user-defined rule.
[0071] The geographic fence can be specified by the user drawing on a map; for specifying a geometric shape on a map; for specifying a tripwire on a map; for specifying a tripwire on a map; or by specifying a polygon on a map.
[0072] In a feature of this aspect, the GUI provided further comprises one or more GUI controls through which one or more records of the CRM solution are specified by a user to which the user-defined rule applies.
[0073] In a feature of this aspect, the provided GUI also comprises one or more GUI controls through which a filter is specified by a user for a user-defined rule, the filter being applicable to CRM solution records to identify records to which the user-defined rule applies.
[0074] In a feature of this aspect, the provided GUI further comprises one or more GUI controls through which a time frame is specified by a user for a user-defined rule, the time frame identifying when the user-defined rule applies.
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21/59 [0075] In a feature of this aspect, the provided GUI also comprises one or more GUI controls through which a time of day is specified by a user for a user-defined rule, the time of day identifying when the rule user-defined applies.
[0076] In a feature of this aspect, the GUI provided further comprises one or more GUI controls through which a time is specified by a user for a user-defined rule, the time identifying when the user-defined rule applies.
[0077] In a feature of this aspect, GUI controls comprise a plurality of GUI controls through which a user constructs a rule, each of the plurality of GUI controls corresponding to a portion of the rule that is constructed.
[0078] In a resource of this aspect, the method also comprises storing accounts comprising customer data, in which each account corresponds to a business, where for each account one or more of the users are associated with it, in which each rule defined by user is associated with the user account defining the rule, and in which the account association of each user defined rule is stored with the user defined rule in a non-transitory computer readable medium. The customer data for each account in the CRM solution can include customer contact information, customer accounts, cases, work orders, leads and sales opportunities for the company corresponding to the account.
[0079] In a feature of this aspect, the GUI provided further comprises one or more GUI controls through which an asset is specified by a user for a rule
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22/59 user defined related to asset tracking. The GUI provided can include one or more GUI controls through which an event of an asset is specified by a user as a condition for a user-defined rule related to asset tracking. The asset can comprise a manually driven vehicle and the asset event comprises the sudden braking of the vehicle by a driver; the asset may comprise a sales representative and the asset event comprises the stop of the sales representative for a number of minutes greater than a predetermined number; and the asset can comprise a manually driven vehicle and the asset event comprises the sudden braking of the vehicle by a driver.
[0080] In a feature of this aspect, the GUI provided further comprises one or more GUI controls through which a location is specified by a user for a usage-defined rule related to location-based automation. Location-based automation can comprise: a workflow that is performed as an action of the rule to be taken; creating an event in a commitment to the CRM solution as an action of the rule to be taken; automatic check-in for an appointment in the CRM solution as an action of the rule to be taken; automatic checkout for an appointment in the CRM solution as an action of the rule to be taken; automatic recording to report an activity as an action of the rule to be taken; and the automatic registration of mileage of a vehicle as an action of the rule to be taken.
[0081] In another aspect, a computerized system comprises: hardware and software configured together
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23/59 to provide an asset tracking computer system to monitor and track assets; and hardware and software configured together to provide a rules-based computer system for applying user-defined rules to data received from the asset tracking computer system. The asset tracking computer system is accessible by users on a first set of one or more network IP addresses and provides users with access to a GUI by which users define the rules. The GUI comprises one or more windows, pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand, one or more conditions, and one or more associated actions to be taken when satisfying a or more conditions. The rules-based computer system is accessible in a second set of one or more network IP addresses other than the first set of network IP addresses, so the asset tracking computer system and the rules-based computer system are configured for communications with each other and the rules-based computer system is configured to receive data acquired by a plurality of connected devices. The rules-based computer system is configured to receive electronically over the Internet from the asset tracking computer system, and to store in user-readable, non-transitory media, rules defined by users using the GUI; apply user-defined rules stored in a non-transitory computer-readable medium for received data acquired by the plurality of connected devices; and take the one
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24/59 or more actions for each user-defined rule when one or more of the rule's conditions are met.
[0082] In a resource, the rules-based system comprises the geospatial rules defined by the users who use the GUI, and in which the received data includes geospatial data.
[0083] In a resource, the rules-based system comprises rules based on events defined by users using the GUI.
[0084] In another aspect, a computer system comprises hardware and software configured together to provide an asset tracking system, and a rules based system. The asset tracking system is accessible by users over the Internet and provides users with access to a GUI by which users define rules. The GUI comprises one or more windows, pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand one or more conditions, and one or more associated actions to be taken when satisfying one or more more conditions. The asset tracking system and the rules-based system are configured for electronic communications with each other and the rules-based system is therefore configured to receive data acquired by a plurality of connected devices over the Internet. The rules-based system is configured to receive electronically from the asset tracking system and store user-defined rules using the GUI; apply stored user-defined rules to data received by the Internet from data acquired by the plurality of
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25/59 connected devices; and take one or more actions for each user-defined rule when one or more of the rule's conditions are met.
[0085] In a resource, the rules-based system comprises geospatial rules defined by users
using the GUI, and in which received data include Dice geospatial.[0086] In one feature, the system based on rules understands rulesbased in defined events hair users who[0087] In use theother GUI.aspect, a method implemented by
computer, comprises: providing a GUI that is accessible by users within a computerized asset tracking system, so users define rules, the GUI comprises one or more windows, pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand one or more conditions, and one or more associated actions to be taken upon meeting one or more conditions; receive from a user through the GUI one or more user-defined rules, each user-defined rule comprising one or more selected conditions and one or more selected actions to be taken when satisfying one or more conditions; store in user-readable non-transitory medium each user-defined rule received for later retrieval and processing; receive electronically, over the Internet, data acquired by a plurality of connected devices; identify stored user-defined rules applicable to received data; retrieve user-defined rules
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26/59 stored identified; apply retrieved user-defined rules to received data; and take one or more actions of each retrieved user-defined rule when one or more of the retrieved user-defined rule conditions are satisfied based on the received data.
[0088] In a resource, the rules-based system comprises geospatial rules defined by users
using The GUI, and in what the received data includes data geospatial. [0089] In one resource, O rules-based system comprises rules based in user-defined events using The GUI.
[0090] In another aspect, a computer-readable medium contains instructions executable by computer to execute a method according to any of the previous aspects and resources.
[0091] In addition to the above-mentioned aspects and resources of the present invention, it should be noted that the present invention also covers the various logical combinations and subcombination of such aspects and resources. Thus, for example, claims in this or in a divisional or continuation patent application or applications may be directed separately to any aspect, feature or modality disclosed herein, or a combination thereof, without requiring any other aspect, feature or modality.
BRIEF DESCRIPTION OF THE DRAWINGS [0092] One or more preferred embodiments of the present invention will now be described in detail with reference to the accompanying drawings, in which the same elements are referred to with the same reference numbers, and in which,
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27/59 [0093] Figure 1 is a schematic illustration of a preferred system according to one or more preferred embodiments of the invention.
[0094] Figure 2 is a schematic illustration of a CRM application interface according to one or more preferred embodiments of the invention.
[0095] Figure 3 is a schematic illustration of an initial window of a preferred GUI within a CRM application, through which GUI users define rules according to one or more preferred modalities of the invention.
[0096] Figure 4 is a schematic illustration of a subsequent view of the window of Figure 3 according to one or more preferred embodiments of the invention.
[0097] Figure 5 is a schematic illustration of the steps of a preferred computer-implemented method according to one or more preferred embodiments of the invention.
[0098] Figure 6 illustrates a web browser in which a GUI is displayed to a user who understands a Rules Panel.
[0099] Figure 7 illustrates a new rule creation interface configured to allow a user to define a new rule.
[00100] Figure 8 illustrates a details panel of a new rule creation interface that allows a user to specify a name and description for a new rule.
[00101] Figures 9-11 illustrate a device panel of a new rule creation interface that allows a user to specify a device layer to apply a new rule.
[00102] Figures 12-13 illustrate a panel of conditions
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28/59 of a new rule creation interface that allows the user to specify the condition logic for a new rule.
[00103] Figure 14 illustrates an action panel of a new rule creation interface.
[00104] Figure 15 illustrates the use of a drop-down user interface entry element to select whether the displayed rules should be filtered to display only active rules, inactive rules, rules with errors or to display all rules.
[00105] Figure 16 illustrates a user interface element that provides access to edit, clone and delete functionality.
[00106] Figure 17 illustrates a web browser in which a panel is illustrated that relates to driver safety, including speeding.
[00107] Figure 18 illustrates a web browser in which a control panel is illustrated that relates to the driver's distances and maximum speeds.
[00108] Figure 19 illustrates a web browser in which a panel is illustrated that relates to efficiency.
[00109] Figure 20 illustrates an exemplary technology for implementing systems and methods according to one or more preferred implementations.
DETAILED DESCRIPTION [00110] As a preliminary question, it will be readily understood by someone with ordinary skill in the relevant technique (Common Technician) that the invention has wide utility and application. In addition, any modality discussed and identified as being preferred is considered as part of the best way contemplated for
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29/59 carry out the invention. Other modalities can also be discussed for additional illustrative purposes in providing a complete and enabling disclosure of the invention. In addition, an embodiment of the invention may incorporate only one or a plurality of aspects of the invention described herein; only one or more of the resources disclosed here; or combination of these. As such, many embodiments are implicitly disclosed herein and fall within the scope of what is considered to be the invention.
[00111] Therefore, while the invention is described here in detail in relation to one or more modalities, it should be understood that this description is illustrative and exemplary of the invention, and is made merely for the purpose of providing a complete and enabling disclosure of the invention. The detailed disclosure presented here of one or more modalities is not intended, nor should it be interpreted, to limit the scope of patent protection conferred on the invention in any patent claim issued here, the scope of which should be defined by the claims and their equivalents. The scope of the patent protection afforded to the invention is not intended to be defined by reading in any claim a limitation found here that does not appear explicitly in the claim itself.
[00112] Thus, for example, any sequence (s) and / or temporal order of steps of various processes or methods that are described herein are illustrative and not restrictive. Therefore, it should be understood that, although the steps of various processes or methods can be shown and described as being in a temporal or sequence order, the steps of such processes or methods are not limited to being
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30/59 carried out in any particular sequence or order, unless otherwise specified. In fact, steps in such processes or methods can generally be carried out in several different sequences and orders while they are still within the scope of the invention. Consequently, it is intended that the scope of patent protection granted to the invention is defined by the claim (s) issued instead of the description presented here.
[00113] Furthermore, it is important to note that each term used here refers to what the Common Technician would understand that such term means based on the contextual use of that term here. Insofar as the meaning of a term used here - as understood by the Ordinary Technician based on the contextual use of that term - differs in some way from any particular dictionary definition of that term, it is intended that the meaning of the term as understood by the Common Technician shall prevail [00114] With respect only to the construction of any claim in relation to the United States, no element of claim shall be interpreted under 35 USC 112 (f) unless the explicit phrase means to or step to be actually used in such a claim element, after which this statutory provision is intended and should apply in the interpretation of such claim element. With respect to any method claim including a preceding condition step, such a method requires that the preceding condition be satisfied and that the step be performed at least once during the execution of the claimed method.
[00115] Furthermore, it is important to note that, as used
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31/59 here, one and one each generally denotes at least one, but does not exclude a plurality, unless contextual usage dictates otherwise. Thus, the reference to a picnic basket having an apple describes a picnic basket having at least one apple as well as a picnic basket having apples. In contrast, the reference to a picnic basket having a single apple describes a picnic basket having only one apple.
[00116] When used here to join a list of items, or denotes at least one of the items, but does not exclude a plurality of items from the list. Thus, the reference to a picnic basket having cheese or crackers describes a picnic basket having cheese without crackers, a picnic basket having cookies without cheese, and a picnic basket having cheese and crackers. When used here to join a list of items, and denotes all items on the list. Thus, the reference to a picnic basket having cheese and biscuits describes a picnic basket having cheese, where the picnic basket still has cookies, as well as describes a picnic basket having cookies, where the picnic basket still has the cheese.
[00117] In addition, loT and Internet of Things, where used here is intended to refer to the interconnection of networks of physical objects, each having hardware and software configured to collect and electronically communicate data over the internet. Such objects can be referred to here as connected devices and smart devices. Examples of such objects include, by way of example, and not limitation, vehicles, international shipping containers, cell phones, watches, tablets and
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32/59 laptops. And, as used here, a geographic fence means a virtual boundary of a physical area, in which a connected device that crosses the geographic fence - including entering the area, leaving the area or both - triggers an action, such as sending a text message or email. It can be determined that a connected device has crossed a geographic fence based on data from the global positioning computer system (GPS), radio frequency identification data (RF1D), or both.
[00118] With reference now to the drawings, one or more preferred embodiments of the invention are described below. The following description of one or more preferred embodiments is merely exemplary in nature and is in no way intended to limit the invention, its implementations or uses.
[00119] In addition, U.S. Patent Application Publication No. 2009/0322510, which is hereby incorporated by reference, discloses the protection, monitoring and location of shipping containers and, in particular, international shipping containers such as standard containers 20 feet and 40 feet ISO. In this regard, a wireless communication device is connected to each container and is configured to communicate electronically over a network with a server, a network that can comprise the Internet, cellular network, satellite network and their combinations. This US patent application publication further incorporates other US patent application and patent publications, each of which is incorporated herein by reference. The embedded disclosures in these US patent and patent applications publications are examples of technologies that
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33/59 can be used in implementing preferred embodiments of methods and computer systems of the present invention.
[00120] A preferred system 100 is illustrated in Figure 1 and a preferred architecture 101 for preferred system 100 is illustrated in Figure IA.
[00121] System 100 comprises hardware and software, which is generally indicated in 103, and that hardware and software together are configured to provide a CRM computer system 102. The CRM computer system 102 preferably comprises a plurality of servers web and databases with geographic redundancy. The CRM computer system in a preferred business implementation is provided by Salesforce.com Inc. and includes third-party applications integrated with it, including MapAnything applications from MapAnything, Inc.
[00122] System 100 further comprises hardware and software, which is generally indicated in 105, and that hardware and software together are configured to provide a computer system based on geospatial rules 104. The system based on geospatial rules 104 preferably comprises a plurality of web servers and databases with geographic redundancy. The system based on geospatial rules 104 is described in detail below. In addition, the system based on geospatial rules 104 in the same preferred commercial implementation is provided by MapAnything, Inc. under the MapAnything Live offering.
[00123] The computer system of CRM 102 and the computer system based on geospatial rules 104 in at least one or more preferred modalities are maintained by
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34/59 different parts in separate physical or virtual locations. In addition, the CRM 102 computer system is accessible on a first set of one or more network IP addresses - or equivalently one or more URLs. Similarly, the geospatial rules-based computer system 104 is accessible in a second set of one or more network IP addresses - or equivalently one or more URLs, which are different from the first set of network IP addresses. Preferably, each computer system 102, 104 is thus enabled for electronic communications over a wide area computer network (WAN) or global computer network, which is generally indicated in Figure 1 by the cloud 106 Cloud 106 preferably comprises the Internet. As such, the CRM computer system 102 and the geospatial rules-based computer system 104 are configured for electronic communications with each other over the cloud 106 using one or more of the first set of network IP addresses and the second set of IP addresses network. Preferably, electronic communications between the two computer systems 102, 104 are protected by encryption and can use one or more safeguards of communication and technological protocols.
[00124] Electronic communications between the two computer systems 102, 104 preferably include the communication of rules from the CRM computer system 102 to the computer system based on geospatial rules 104, which rules are received and stored in a computer readable medium not transient by a computer system based on geospatial rules
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104, and preferably in a computer system database based on geospatial rules 104. The rules and their creation in the CRM 102 computer system are described in detail below.
[00125] Cloud 106 preferably represents an open and publicly accessible communications infrastructure, such as the Internet. As such, the CRM computer system 102 is preferably accessible via the cloud 106 for authorized communications using one or more of the first set of network IP addresses. Likewise, the geospatial rules-based computer system 104 is preferably accessible via the cloud 106 for authorized communications using one or more of the second set of network IP addresses.
[00126] The CRM computer system. 102 - through a CRM application - allows users of the CRM computer system 102 having networked devices to store and manage prospect and customer information, such as contact information, accounts, cases, work orders, leads and sales opportunities on a single online platform, that is, in the cloud. The CRM solution is scalable and provides access to a user when needed, wherever they are located, as long as the networked device has network connectivity.
[00127] The computer system based on geospatial rules 104 is configured to receive data and - preferably, event data, including geospatial data - acquired by a plurality of connected devices in the context of the Internet of Things. With reference to Figure 1, such connected devices include, by way of example
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36/59 and not limitative: vehicles usually indicated in 108; shipping and transport vehicles and containers with telematic devices, usually indicated by 110; mobile phones, usually indicated at 112; individuals wearing wearables, including smart watches like Apple watches, health devices like Fitbits, and glasses like Google Glass, all of which are generally listed at 114; computer tablets, generally indicated at 116; and laptops, usually listed in 118. It will also be appreciated that the connected device can - and preferably does understand Android and iOS devices, and that the networked devices through which users access and make use of the CRM 102 computer system can understand desktop computers, as well as connected devices, including laptops, tablets and smartphones that are carried by users in the field.
[00128] Specifically, the connected devices are configured to communicate geospatial data to the computer system based on geospatial rules 104 through the cloud 106 using one or more of the second set of network IP addresses. The geospatial data communicated to the computer system based on geospatial rules 104 from a connected device can comprise the coordinates for the connected device itself or the coordinates of another connected device that have been communicated to that connected device. In addition, the coordinates are preferably GPS coordinates obtained from a GPS system or coordinates provided by an RFID asset tracking system. These geospatial data can also include a time stamp that represents the date and time when the
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37/59 relevant connected device was located at the coordinates. Connected devices, preferably, communicate geospatial data on demand, upon receiving a request, at regular intervals of time, upon a detected change of location, when such data is received, and any combination thereof. The paths for communicating such geospatial data may include satellite communications, cellular communications, communications over telephone networks and communications over fiber and cable networks, finally reaching the geospatial rules-based computer system 104 at one or more of the addresses Network IP of such a computer system, as graphically indicated within the cloud 106 in Figure 1.
[00129] The communication of geospatial data can be received directly from the connected devices, where the end points of the communications are connected devices, on the one hand, and the computer system based on geospatial rules, on the other hand. Within this context, connected devices preferably include software specifically configured to communicate and work with the computer system based on geospatial rules. It is also contemplated that geospatial data can be collected and aggregated and, later, communicated collectively to the computer system based on geospatial rules. This collection and aggregation for subsequent communication to the computer system based on geospatial rules can be done, for example, by one or more gateways 120 of an Internet service provider, a cell phone provider, an Internet service provider.
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38/59 cable or a satellite communications provider, or a connected device provider or provider. In addition, such communication from a provider can be done upon receiving a request, at regular intervals of time, upon a detected change of location of a connected device and any combination thereof. The routes for such communication may also include satellite communications, cellular communications, communications over telephone networks and communications over fiber and cable networks, finally reaching the computer system based on geospatial rules 104 at one or more of the network IP addresses of this computer system, as graphically indicated in the cloud 106 in Figure 1. Thus, the computer system based on geospatial rules can be configured to communicate electronically with and receive data collected and aggregated over the Internet from one or more gateways of one or more third party providers.
[00130] In view of the foregoing, it will be understood that the computer system based on geospatial rules 104 is preferably configured to electronically receive geospatial data over the Internet that are acquired by a plurality of connected devices, either by direct or indirect communications with the devices connected.
[00131] Furthermore, the computer system based on geospatial rules 104 is preferably configured to apply to the geospatial data received rules that are stored in the non-transitory computer-readable medium in the computer system based on geospatial rules 104; and take one or more actions according to a rule when a
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39/59 condition or conditions of a rule are satisfied.
[00132] The rules received by the computer system based on geospatial rules 104 from the CRM computer system 102 are defined by the users of the CRM computer system 102. The rule is defined by a user through a GUI designed specifically to create user-defined rules. The GUI is implemented within the context of the CRM interface through which users make use of the CRM 102 computer system. In fact, it is contemplated that the GUI is part of a geoanalytical program that represents an addition module or optional extras for integration com and use within a CRM application. An example of such an integration is illustrated in Figure 2, where a tab control includes tabbed pages - usually indicated at 204 - that are provided as part of a primary interface 202 for a CRM application provided by Salesforce.com Inc. A program geoanalytic is perfectly integrated into the CRM application by adding a tabbed page 206 that has been selected and is in focus in Figure 2. The tabbed page 206 seen here is generated by a complementary program provided by MapAnything Inc .; loads the tabbed page title MapAnything; and is available, for example, in the Salesforce AppExchange market. More specifically, data 107 and logical mechanism 109 for the geoanalytical program are preferably located on the computer system based on geospatial rules, while the GUI for creating user-defined rules is integrated with the CRM application and represents the means by which users interact with and define rules that are applied in the computer system based on geospatial rules.
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40/59 [00133] In one embodiment, the GUI is implemented through a series of windows, pages or the like that are launched by selecting a button or other element on the tabbed page. Each GUI window, page or the like comprises one or more GUI controls through which each rule is defined by the user. Each rule, as selected by the user, comprises one or more conditions, and one or more associated actions to be taken when satisfying one or more conditions. As such, GUI controls provide an interface by which a user specifies one or more conditions for a rule. In addition, conditions can be conjunctive (that is, each condition of one or more specified conditions needing to be satisfied to cause the performance of one or more actions of the rule) or they can be disjunctive (that is, only a condition of a plurality of specified conditions needing to be satisfied to cause the performance of one or more actions on the scale).
[00134] An example of a first 302 GUI window for defining or building a rule by a user is shown schematically in Figure 3. Window 302 is considered to be a web browser window including a navigation panel at the top and the window 302 is for illustration of a preferred embodiment and is not a limitation. Window 302 comprises a number of GUI controls including a first text box 304 through which the user provides a name for the rule being created, which is considered necessary, and a second text box 306 through which the user provides a description of the rule being created. Window 302 also comprises a container
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41/59
308 having GUI controls to specify one or more assets and one or more conditions. Each asset and condition is specified line by line, with the ability to add additional lines, selecting the 310 button for additional assets and conditions to be specified, if desired.
[00135] At least one asset and at least one condition are specified for a rule, as seen in Figure 2 by the Required tag positioned by each of the first two lines. The first line - specifying an asset in Figure 2 - identifies a Truck with a Speed and operation parameter of Less than and a value of 50 MPH. The second line - specifying a condition in Figure 3 and generally indicated in 312 - identifies a geographical Fence having a Radius with Equal operator and value 1 Mile. Whether an asset or condition is specified by a particular line is selected by a user using, for example, drop-down controls 314, 316, each having Asset and Condition as the options. The click button 310, when selecting it, creates a new line that starts with this drop-down control, so the user specifies whether the line being built is for an asset or a condition. As such, a user builds a rule using the GUI controls, each GUI control corresponding to a part of the rule being built.
[00136] In addition to specifying one or more conditions by the user and one or more assets in window 302, controls 318, 320, 322 are also provided to specify a vendor, device type and device IDs.
[00137] Examples of conditions that can be specified by users in a rule include: a connected device
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42/59 entering an area represented by a geographical fence that is specified in a user-defined rule; a connected device leaving an area represented by a geographic fence that is specified in a user-defined rule; a connected device remaining for a predetermined time within a defined area (geographic shape); a device connected across a geographic boundary (linear geographic fence): and any combination thereof.
[00138] Other exemplary conditions include: the ignition of a vehicle being on or off; a vehicle in motion or stopped; vehicle speed above a threshold or above an applicable speed limit as determined based on the position of the vehicle; an acceleration of the vehicle above a threshold; vehicle deceleration above a threshold; a vehicle seat belt not being engaged when the vehicle is moving above a threshold; An odometer value exceeding a threshold or a change in the odometer value exceeding a threshold for a specified period of time; an engine problem being detected by a sensor; reported fuel savings below a minimum threshold; a period of time in neutral gear exceeding a threshold; and availability of an asset in the field to perform a task, such as availability for a recipient call or availability for a customer sales call. With regard to availability, this can be indicated by pressing a button on a device connected by a delivery person or salesperson, for example, in which the connected device runs a MapAnything application.
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43/59 [00139] When at least one asset and a condition has been specified in window 302, a user can select button 324 with the Next label to advance to a subsequent page, which is illustrated in Figure 3. Alternatively, a subsequent window can be shown, especially if a web browser window is not used. Other additional controls can be used with the same or similar user experience, as will be obvious to a Common Technician, each being within the scope of the current disclosure. With reference to Figure 3, it will be seen that the subsequent page also comprises a number of GUI controls including a 408 container with GUI controls to specify one or more actions to be taken when the conditions specified by the user have been satisfied for the specified asset . Each action to be taken is also specified line by line, with the ability to add additional lines by selecting the 410 button, if desired. It will also be appreciated from the Requested label seen in the first line that at least one action is considered necessary for a user-defined rule. This action can be selected by a user through drop-down control 414. Additionally, it should be noted that, in the preferred modalities, the geospatial rules-based computer system 104 is configured to be able to perform any action specified in a rule .
[00140] Examples of actions that can be specified and, therefore, taken by the computer system based on geospatial rules 104 when the condition or conditions of a rule are satisfied for an asset or assets include:
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44/59 send an alert regarding a non-compliance with safety regulations that is determined by the geospatial-based computer system to have occurred; send an alert about a malfunction that is determined by the computer system based on geospatial rules to have occurred; send an email; send an SMS message; send a report from a sales representative to an active sales representative manager, including mileage and hours worked; provide an alert on vehicle starts and stops; provide an alert on a diversion of an asset in transit from a designated tripwire; provide an alert to a customer about a changed estimated arrival time of an asset in transit to the customer based on real-time traffic conditions and the real-time location of the asset; provide an alert to a customer upon the arrival of an asset at the customer's location; send a communication through an organizational communication tool; post a conversation communication; send a communication via Salesforce Chatter.
[00141] Other actions that can be specified in a rule are performed by the computer system based on geospatial rules 104 that sends a communication to the CRM computer system 102 to add, delete, update or retrieve data from a record or a field, of a record, on the CRM 102 computer system, including, for example, records that are kept on the CRM 102 computer system. Thus, for example, an action that can be specified in a rule and that is performed by geospatial rules. A rules-based computer system 104 may include: adding a record to the
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45/59 CRM 102 computer by the computer system based on geospatial rules 104 for sending an http RESTful communication to the CRM 102 computer system to add the record to the CRM 102 computer system; changing a record in the CRM 102 computer system by the computer system based on geospatial rules 104 by sending an HTTP RESTful communication to the CRM 102 computer system to effect the change in the record in the CRM 102 computer system; delete a record from the CRM 102 computer system by the computer system based on geospatial rules 104 by sending an HTTP RESTful communication to the CRM 102 computer system to effect deletion of the record from the CRM 102 computer system; and retrieving a record from the CRM 102 computer system by the computer system based on geospatial rules 104 by sending an HTTP RESTful communication to the CRM 102 computer system to perform the record retrieval from the CRM 102 computer system. These interactions they are preferably performed through a CRM computer system API 102 that is made available to the computer system based on geospatial rules 104.
[00142] In at least one or more preferred embodiments, the GUI further comprises one or more GUI controls through which one or more records of the CRM computer system are specified by a user to which the user-defined rule will apply ; the GUI further comprises one or more GUI controls through which a filter is specified by a user for a user-defined rule, the filter being applicable to records in the CRM computer system to identify records for which
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46/59 the user-defined rule will be applied; the GUI further comprises one or more GUI controls through which a time frame is specified by a user for a user-defined rule, the time frame identifying when the user-defined rule will be applied; the GUI further comprises one or more GUI controls by which a time of day is specified by a user for a user-defined rule, the time of day identifying when the user-defined rule will be applied; the GUI further comprises one or more GUI controls through which a time is specified by a user for a user-defined rule, the time identifying when the user-defined rule will be applied; and any combination of these.
[00143] Another GUI of one or more preferred modalities comprises a map based GUI. This map-based GUI can include one or more GUI controls through which a geographic fence is specified by a user for a user-defined rule; one or more GUI controls that allow a user to specify a geographic fence for drawing on a map; one or more GUI controls that allow a user to specify a geographic fence by specifying a geometric shape on a map; one or more GUI controls that allow a user to specify a geographic fence by specifying a tripwire on a map; one or more GUI controls that allow a user to specify a geographic fence by specifying a tripwire on a map; and one or more GUI controls that allow a user to specify a geographic fence by specifying a polygon on a map.
[00144] When at least one action has been
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47/59 specified by a user, button 424 with the tag Finish is user selectable and, after selection, the user defined rule is communicated by the CRM computer system 102 via the cloud 106 to the rule based computer system geospatial 104 for storage and processing. In view of the foregoing, it will be appreciated that the computer system based on geospatial rules is configured to process incoming geospatial data from connected devices against one or more stored user-defined rules to determine whether one or more conditions are met for each of one or more more user-defined rules.
[00145] In addition to the above, in at least one preferred embodiment of the invention, the GUI comprises one or more GUI controls whereby an asset is specified by a user, this rule is related to asset tracking. Location-based automation can comprise, for example and not as a limitation: a workflow that is performed as an action of the rule to be performed; creating an event in an appointment on the CRM computer system as an action of the rule to be taken; automatic check-in for an appointment in the CRM system as an action of the rule to be taken; automatic checkout for an appointment in the CRM system as an action of the rule to be taken; automatic recording to report an activity as an action of the rule to be taken; the automatic registration of mileage of a vehicle as an action of the rule to be taken; and any combination of these. As an example and not a limitation, the asset may comprise a manually driven vehicle and the asset event may include the vehicle's sudden braking
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48/59 by a driver; the asset comprises a sales representative and the asset event comprises stopping the sales representative for more than a predetermined number of minutes; or the asset can comprise a manually driven vehicle and the asset event comprises the sudden braking of the vehicle by a driver. In addition, in at least one preferred embodiment, the GUI comprises one or more GUI controls through which an event of an asset is specified by a user as a condition for a user-defined rule related to asset tracking.
[00146] Additionally, in at least one preferred embodiment of the invention, the GUI comprises one or more GUI controls through which a location is specified by a user for a user-defined rule, that rule is related to location-based automation. Location-based automation can understand, for example, and not as a limitation: a workflow that is performed as an action of the rule to be taken; creating an event in an appointment on the CRM computer system as an action of the rule to be taken; the automatic check-in of an appointment in the CRM system as an action of the rule to be taken; the automatic check-in of an appointment in the CRM system as an action of the rule to be taken; automatic recording to report an activity as an action of the rule to be taken; the automatic registration of mileage of a vehicle as an action of the rule to be taken; and any combination of these.
[00147] From the foregoing, it will also be appreciated that, while the GUI was described with reference to the web browser window 302, it will be understood that an alterer explicitly contemplated for this comprises a GUI
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49/59 assistant, so the same information is requested from a user when defining a rule. This wizard can also contain useful tips and explanations, facilitating the creation of rules desired by a user.
[00148] Although the previous description did not explicitly include a discussion of accounts in the CRM 102 computer system, it will be understood and appreciated that the CRM 102 computer system is configured to store accounts comprising customer data, where each account corresponds to a business, where for each account one or more of the users is associated with it, where each user-defined rule is associated with the user account defining the rule, and where the account association for each user-defined rule is communicated to, and stored in a non-transitory, computer readable medium by the computer system based on geospatial rules 104. In addition, the customer data for each account in the CRM computer system 102 preferably comprises customer contact information, customer accounts, cases, work orders, leads, and sales opportunities for the business corresponding to the account.
[00149] Furthermore, in this regard, at least in one or more preferred commercial modalities, the GUI that is generated by the addition program is developed and maintained by a first party that is the provider of the computer system based on geospatial rules. In contrast, the CRM application is developed and maintained by another party not affiliated with the first party, which the other party is the provider of the CRM computer system. In a preferred commercial implementation, the first part is MapAnything Inc. and the other part
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50/59 part is Salesforce.com Inc. With additional reference to this preferred business implementation, users are preferably customers of Salesforce.com Inc. and, more specifically, employees of companies that are customers of Salesforce.com Inc. Customers sign up to use the CRM solution provided by Salesforce.com Inc. and also preferably sign a separate subscription to use the geospatial rules based computer system provided by MapAnything Inc. Alternatively, the CRM solution provider can be a customer of the computer system provider based on geospatial rules. In yet another alternative, there is a single provider of both systems.
[00150] One aspect of the invention relates to a method implemented by computer that is used in one or more modalities of the invention and, for example, in the systems described above. With reference to Figure 5, a preferred method 500 comprises providing in step 502 a GUI that is accessible by users within a CRM solution, through that GUI users define rules, the GUI comprising one or more windows, pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand one or more conditions, and one or more associated actions to be taken when satisfying one or more conditions; receiving in step 504 from a user through the GUI one or more user-defined rules, each user-defined rule comprising one or more selected conditions and one or more selected actions to be taken when satisfying one or more conditions; store in step 506 in non-transitory computer-readable medium, each of the rule defined by
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51/59 user for later recovery and processing; receiving electronically in step 508, via the Internet, geospatial data acquired by a plurality of connected devices; identify in step 510 stored user-defined rules applicable to received geospatial data; retrieve the identified stored user-defined rules in step 512; apply in step 514 the user-defined rules retrieved to the received geospatial data; and taking in step 516 one or more actions of each retrieved user-defined rule when one or more conditions of the retrieved user-defined rule are satisfied based on the received geospatial data.
[00151] Although steps 502 to 516 can be performed on a CRM computer system, step 502 is performed within the CRM solution represented in Figure 1, and steps 504 to 516 are performed on the rules-based computer system geospatial, which is separate from this CRM solution. For example, the CRM solution can be provided by a first group of one or more web servers, which also perform step 502, and steps 504 to 516 can be performed by a second group of web servers that are part of the system. computer based on geospatial rules.
[00152] This system processes actions and events configured by users, in addition to managing communications and alerts. In addition to performing actions as specified in user-based rules when the specified conditions are met, geospatial data is preferably used in other ways. For example, users of
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52/59 CRM computer system preferably have access to data through the CRM computer system and, in particular, through a complementary program that integrates or sits on top of the CRM application. Such access is preferably for analysis of geospatial data and reports based, at least in part, on them. It is also contemplated that access to geospatial data can be obtained directly using one or more programs that operate outside a CRM computer system.
[00153] It will be appreciated that an advantage of one or more preferred modalities of the invention is an increase in business productivity, as well as security and compliance, through the creation of business rules and process automation through map layers. In addition, it will be appreciated that, using one or more preferred embodiments of the invention, users can dispatch; create location-based workflows; automate mileage records and employee time tracking; leverage workflow rules to automatically update CRM records; and track critical business data, such as fuel consumption, on-site time and hours of travel time. In fact, one or more preferred modalities provide business process automation using real-time vehicle telematics or tracking application data in combination with CRM records and business rules (for example, Salesforce records and business rules), and enable real-time awareness of vehicles and human assets in conjunction with relevant CRM data, such as accounts, cases and work orders.
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53/59
Preferred commercial implementation of the GUI for user-defined rules [00154] A preferred commercial implementation of a GUI for creating user-defined structures according to one or more aspects and features of the invention will now be described with reference to Figs, 6-15, which illustrate an exemplary GUI sequence for defining rules by users, these user-defined rules are applied to data sent from connected devices. User-defined rules are stored and applied with MapAnything, Inc.'s MapAiiything Live Cloud offering, which also serves as an event manager. This offering processes actions and events configured by users through user declarations, and manages communications and alerts. Users access and enjoy the benefits of MapAnything Live Cloud through Salesforce using the Salesforce MapAnything offering for Salesforce.
[00155] Accordingly, for example, a user can define a rule to create an event in a CRM solution, such as Salesforce, based on geospatial data received sent from a connected device. A sales representative, such as a pharmaceutical sales representative, can set a rule to automatically create an event in Salesforce when the sales representative visits an account, thereby alleviating the need for the sales representative to manually register the visit in Salesforce.
[00156] In another example, a manager of an HVAC company can define: a rule that results in notification being provided to the manager when a truck / technician arrives at a
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54/59 commitment based on a geographical fence established by the rule; a rule that results in notification to the manager of the time spent on an appointment by the truck / technician based on a geographical fence established by the rule; and a rule that results in notification being provided to the manager when a truck / technician deviates from an assigned tripwire.
[00157] It will be appreciated that many different rules can be created by the users, depending on the wishes and needs of the users.
[00158] With reference to Figure 6, a 602 web browser is illustrated in which a GUI is displayed to a user who comprises a 604 Rules Panel. The 604 Rules Panel provides an overview of a total number of active rules, a total number of inactive modules and a total number of errors.
[00159] Rules Panel 604 includes a plurality of lines 606, each corresponding to a listing for a rule, and allows a user to filter the displayed rules, or search for existing ones. Each line includes a corresponding rule title, a description of the corresponding rule, a creation date for the corresponding rule, a date when a condition of the corresponding rule was satisfied, a number of errors associated with the corresponding rule and an indication of a user who created the corresponding rule.
[00160] Each line also includes a switching interface element 608, which indicates whether the corresponding rule is active or inactive, and allows a user to switch the rule from one state to another.
[00161] Each line, preferably, also includes a
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55/59 user interface element 609 that allows a user to edit, clone or delete the corresponding rule.
[00162] Preferably, Rule Panel 604 also includes a New Rule 610 user interface element that allows the user to create a new rule by accessing a GUI comprising a new rule creation interface.
[00163] Figure 7 illustrates a new rule creation interface 612 configured to allow a user to define a new rule. The new rule creation interface is configured to cycle through multiple display panels that collectively allow a user to define a new rule.
[00164] Figure 7 illustrates a detail panel 614 of the new rule creation interface 612, which allows a user to specify a name and description for a new rule. Details panel 614 includes information regarding an external identifier that is used for the rule in the geospatial-based computer system or in the CRM computer system. A user can provide a name and description for a new rule, as illustrated in Figure 8.
[00165] Once a user has done this, the user can proceed to a device panel of the new rule creation interface 613. Figure 9 illustrates a device panel 616 of the new rule creation interface 612 that allows a user specifies a device layer to apply the rule. A device layer is a map layer defined to include devices that meet certain conditions specified by the user. According to one or more preferred implementations, a user can simply
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56/59 apply a rule to all devices associated with the user’s account or company. A user can search for layers of available devices and select one, as illustrated in Figures 10-11.
[00166] Once a user has done this, the user can proceed to a condition panel of the new rule creation interface 612. Figure 12 illustrates a condition panel 618 of the new rule creation interface 612 that allows the user specifies the condition logic for a new rule. Condition panel 618 includes several models that a user can use, although according to one or more preferred implementations, a user can specify his own conditions without using a model.
[00167] According to one or more preferred implementations, a user can specify multiple conditions linked together by conditional logic (for example, AND or OR), as illustrated in Figure 13.
[00168] Once a user has specified one or more conditions, a user can proceed to an action panel of the new rule creation interface 612. Figure 14 illustrates an action panel 620 of the new rule creation interface 612 which allows a user to specify actions to be taken if the specified conditions are met. In Figure 14, a user specified that a Create a record action should be performed if the defined conditions of the new rule are satisfied for a device belonging to the specified device layer.
[00169] Returning to Rules Panel 604, as noted above, Rules Panel 604 includes a plurality of lines 606, each corresponding to a
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57/59 listing for a rule, and allows a user to filter displayed groups or search for existing ones. Figure 15 illustrates the use of a drop-down user interface input element to select whether to filter the displayed rules only to display active rules, inactive rules, rules with errors, or to display all rules.
[00170] As noted above, each row of Rules Panel 604 preferably includes a user interface element 609 that allows a user to edit, clone or delete the corresponding rule. According to one or more preferred implementations, a user can similarly edit, clone or delete a rule from other interfaces, for example, an interface that provides information related to a single rule, as illustrated in Figure 16.
Exemplary control panel reports based on user-defined rules [00171] With reference to Figures 17-19, a 1702 web browser is illustrated in which the GUIs display various control panel reports based on data from connected devices processed using defined rules by the user.
[00172] Specifically, Figure 17 illustrates a 1702 web browser in which a control panel is illustrated that relates to driver safety, including speeding. The panel includes: a 1704 meter to visually indicate a total number of security breaches; a 1706 meter to visually indicate a total number of seat belt violations; a meter 1708 to visually indicate a total number of strong accelerations; a 1710 meter to visually indicate a total number of violations
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58/59 sudden braking.
[00173] Figure 18 illustrates the web browser 1702, in which a panel is illustrated, which relates to the driver's distances and maximum speeds. The panel includes: a 1804 graph to visually indicate a total distance traveled per day; another 1806 graph to visually indicate a total distance traveled per driver over a period of days; and a 1808 graph to visually indicate a maximum speed for each driver and their particular day for the given period of days.
[00174] Figure 19 illustrates the 1702 web browser, in which a control panel is illustrated, related to efficiency. This panel visually indicates in 1904 a total number of hours covered during the week; visually indicates in 1906 a total number of stops for the week; visually indicates in 1908 a total stop time for the week; and visually indicates in 1910 a total distance for the week. The control panel also includes a 1912 chart to visually indicate the driving time for each driver during the week.
[00175] The records that include the data for these control panels are preferably inserted automatically as a result of user-defined rates created according to one or more aspects and features of the invention.
Preferred Business Implementation Using Amazon Web Services [00176] Figure 20 illustrates exemplary technology for implementing systems and methods according to one or more preferred implementations. This exemplary technology can be
Petition 870190080882, of 20/08/2019, p. 64/86
59/59 used as part of a 5000 technology stack, as shown in Figure 20. The illustrated 5000 stack takes advantage of the web services currently offered by Amazon Web Services, Inc. The 5000 stack comprises an EC2 Daemon 5002; a Lambda 5004 computing service; an S3 bucket 5006; DynamoDB 5008; Kinesis Firehose 5010; a Redshift 5012 cluster; a 50TL Queen Device Message; one or more 5014 Simple Queue Service (SQS) queues; Internet of Things (IoT) 5016 ant farm messaging device; and a 5018 ant farm processing rule.
[00177] Based on the foregoing description, it will be readily understood by those skilled in the art that the present invention is susceptible of wide utility and application. Many modalities and adaptations of the present invention, in addition to those specifically described herein, as well as many variations, modifications and equivalent provisions, will be evident or reasonably suggested by the present invention and previous descriptions thereof, without departing from the substance or scope of the present invention.
[00178] Thus, although the present invention has been described here in detail in relation to one or more preferred embodiments, it should be understood that this description is only illustrative and exemplary of the present invention and is made purely for the purpose of providing full disclosure and enabling the invention. The foregoing disclosure is not intended to be construed to limit the present invention or otherwise exclude any other modalities, adaptations, variations, modifications or equivalent provisions, the present invention being limited only by the appended claims and their equivalents.

权利要求:
Claims (49)
[1]
1. System characterized by the fact that it comprises:
(a) hardware and software configured together to provide a customer relationship management (CRM) computer system: and (b) hardware and software configured together to provide a computer system based on geospatial rules;
(c) where the CRM computer system is accessible by users on a first set of one or more network IP addresses and provides access by users to a graphical user interface (GUI) by which users define rules, the GUI comprising one or more windows, pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand, (i) one or more conditions, and (ii) one or more associated actions to be taken upon meeting one or more conditions; and (d) where
i) the computer system based on geospatial rules is accessible on a second set of one or more network IP addresses different from the first set of network IP addresses, so the CRM computer system and the rules based computer system geospatial are configured for electronic communications with each other and the computer system based on geospatial rules is configured to receive geospatial data acquired by a plurality of connected devices, and
Petition 870190035399, of 12/12/2019, p. 16/65 (ii) the computer system based on geospatial rules is configured to, (A) receive electronically over the Internet from the CRM computer system, and store in user-readable non-transitory medium, rules defined by users using the GUI, (B) apply user-defined rules stored in a non-transitory computer-readable medium to received geospatial data acquired by the plurality of connected devices, and (C) take one or more actions of each user-defined rule through one or more rule conditions are satisfied.
[2]
2. System, according to claim 1, characterized by the fact that the CRM computer system is accessible by users through the Internet on the first set of network IP addresses.
[3]
3. System, according to claim 1, characterized by the fact that the computer system based on geospatial rules is accessible via the Internet on the second set of network IP addresses.
[4]
4. System, according to claim 1, characterized by the fact that each user-defined rule is communicated electronically from the CRM computer system to the computer system based on geospatial rules for storage and processing.
[5]
5. System, according to claim 1, characterized by the fact that it also comprises a plurality of mobile phones, in which the geospatial data acquired by the connected devices comprise data
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3/49 geospatial acquired by the plurality of mobile phones.
[6]
6. System, according to claim 1, characterized by the fact that it also comprises a plurality of smartphones, in which the geospatial data acquired by the connected devices comprise geospatial data acquired by the plurality of smartphones.
[7]
7. System, according to claim 1, characterized by the fact that it also comprises a plurality of tablets, in which the geospatial data acquired by the connected devices comprise geospatial data acquired by the plurality of tablets.
[8]
8. System, according to claim 1, characterized by the fact that it also comprises a plurality of Android and iOS devices, in which the geospatial data acquired by the connected devices comprises geospatial data acquired by the plurality of Android and iOS devices.
[9]
9. System, according to claim 1, characterized by the fact that it also comprises a plurality of telematic devices, in which the geospatial data acquired by the connected devices comprise geospatial data acquired by the plurality of telematic devices.
[10]
10. System according to claim 9, characterized by the fact that the telematic devices are attached to vehicles.
[11]
11. System, according to claim 9, characterized by the fact that the telematic devices are attached to shipping containers.
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4/49
[12]
12. System, according to claim 1, characterized by the fact that the computer system based on geospatial rules is configured to receive geospatial data acquired by the connected devices directly from the connected devices.
[13]
13. System, according to claim 1, characterized by the fact that the computer system based on geospatial rules is configured to receive geospatial data acquired by the connected devices from the devices connected via satellite communications.
[14]
14. System, according to claim 1, characterized by the fact that the computer system based on geospatial rules is configured to receive geospatial data acquired by the connected devices from the devices connected via cellular telecommunications.
[15]
15. System, according to claim 1, characterized by the fact that the computer system based on geospatial rules is configured to receive geospatial data acquired by the connected devices from the devices connected via wireless telecommunications.
[16]
16. System according to claim 1, characterized by the fact that the computer system based on geospatial rules is configured to receive geospatial data acquired by the connected devices from one or more gateways that receive the geospatial data acquired by the connected devices directly from the connected devices.
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5/49
[17]
17. System according to claim 16, characterized by the fact that the computer system based on geospatial rules is configured to communicate electronically with one or more gateways over the Internet.
[18]
18. System according to claim 1, characterized by the fact that the computer system based on geospatial rules is configured to process incoming geospatial data from connected devices against one or more stored user-defined rules to determine whether one or more conditions are met for each of the one or more user-defined rules.
[19]
19. System according to claim 18, characterized by the fact that the computer system based on geospatial rules is configured to take one or more actions of a user-defined rule upon determining that one or more of the rule's conditions user-defined are satisfied.
[20]
20. System, according to claim 19, characterized by the fact that one or more conditions of a user-defined rule are satisfied by means of a connected device entering an area represented by a geographical fence that is specified in the user-defined rule .
[21]
21. System, according to claim 19, characterized by the fact that the one or more conditions of a user-defined rule are satisfied by means of a connected device leaving an area represented by a geographical fence that is specified in the user-defined rule.
[22]
22. System according to claim 19,
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6/49 characterized by the fact that one or more conditions of a user-defined rule are satisfied by means of a connected device remaining for a predetermined time within an area represented by a geographical fence that is specified in the user-defined rule.
[23]
23. System according to claim 19, characterized by the fact that the one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the defined rule by the user are satisfied comprises sending an alert regarding a breach of safety standards that is determined by the computer system based on geospatial rules.
[24]
24. System, according to claim 19, characterized by the fact that the one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the defined rule by the user are satisfied comprises sending an alert regarding a malfunction that is determined by the computer system based on geospatial rules having occurred.
[25]
25. System, according to claim 19, characterized by the fact that the one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the defined rule by the user are satisfied comprises sending an email.
[26]
26. System, according to claim 19, characterized by the fact that the one or more shares of a
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7/49 user-defined rule that are taken by the computer system based on geospatial rules upon determining that one or more conditions of the user-defined rule are satisfied comprises sending an SMS message.
[27]
27. System, according to claim 19, characterized by the fact that the one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the defined rule by the user are satisfied comprises of sending a report from a sales representative to a manager of the sales representative with activity including mileage and hours worked.
[28]
28. System, according to claim 19, characterized by the fact that the one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the defined rule by the user are satisfied comprises providing an alert of vehicle starts and stops.
[29]
29. System, according to claim 19, characterized by the fact that one or more actions of a user-defined rule are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the rule defined by user are satisfied comprises providing an alert on a diversion of an asset in transit from an assigned route.
[30]
30. System according to claim 19,
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8/49 characterized by the fact that one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the user-defined rule are satisfied comprises providing an alert to a customer about an estimated estimated arrival time of an asset in transit to the customer based on real-time traffic conditions and the asset's real-time location.
[31]
31. System, according to claim 19, characterized by the fact that one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the defined rule by the user are satisfied comprises providing an alert to a customer upon an arrival of an asset at a customer location.
[32]
32. System according to claim 19, characterized by the fact that the one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the defined rule by the user are satisfied comprises sending a communication through an organizational communication tool.
[33]
33. System, according to claim 19, characterized by the fact that the one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the defined rule
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9/49 by the user are satisfied comprises sending a communication via Salesforce Chatter.
[34]
34. System, according to claim 19, characterized by the fact that one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determining that one or more conditions of the defined rule by the user are satisfied comprises adding a record to the CRM computer system by the computer system based on geospatial rules.
[35]
35. System according to claim 34, characterized by the fact that the computer system based on geospatial rules is configured to send an http communication to the CRM computer system to affect the addition of the record to the computer system of CRM.
[36]
36. System according to claim 35, characterized by the fact that http communication is RESTful.
[37]
37. System, according to claim 19, characterized by the fact that the one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determination that the one or more conditions of the rule defined by user are satisfied comprises changing a record in the CRM computer system by the computer system based on geospatial rules.
[38]
38. System according to claim 37, characterized by the fact that the computer system based on geospatial rules is configured to send an http communication to the CRM computer system to effect
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10/49 the change in the registry on the CRM computer system.
[39]
39. System according to claim 38, characterized by the fact that http communication is RESTful.
[40]
40. System, according to claim 19, characterized by the fact that one or more actions of a user-defined rule are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the rule defined by user are satisfied comprises of deleting a record in the CRM computer system by the computer system based on geospatial rules.
[41]
41. System according to claim 40, characterized by the fact that the computer system based on geospatial rules is configured to send an http communication to the CRM computer system to affect deletion of the record in the CRM computer system .
[42]
42. System according to claim 41, characterized by the fact that http communication is RESTful.
[43]
43. System according to claim 19, characterized by the fact that the one or more actions of a user-defined rule that are taken by the computer system based on geospatial rules upon determining that the one or more conditions of the defined rule by the user are satisfied comprises obtaining a record from the CRM computer system by the computer system based on geospatial rules.
[44]
44. System according to claim 43, characterized by the fact that the computer system based on geospatial rules is configured to send a
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11/49 http communication to the CRM computer system to affect registration communication from the CRM computer system to the geospatial rules based computer system.
45. System, in wake up with the claim 44, character used by fact that the http communication is RESTful. 46. System, in wake up with the claim 1, character used by fact that the GUI is generated according to with
a program that integrates with an application that provides basic functionality of the CRM computer system.
47. System, according to claim 46, characterized by the fact that the program that generates the GUI represents an optional feature of the CRM system
48. System, according to claim 46, characterized by the fact that the program that generates the GUI is provided by a first party that maintains the computer system based on geospatial rules, and in that the application that provides the basic functionality of the CRM computer system is maintained by another party not affiliated with the first part.
49. System according to claim 1, characterized by the fact that users are customers of a CRM computer system provider.
50. System according to claim 49, characterized by the fact that the CRM computer system is provided to users under a subscription with the
system provider computer CRM. 51. System, according the claim 49, characterized by fact that users too are
customers of a computer system provider based on
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12/49 geospatial rules.
52. System according to claim 51, characterized by the fact that the computer system based on geospatial rules is provided to users under an additional subscription with the CRM computer system provider.
53. System according to claim 1, characterized by the fact that a CRM computer system provider is a customer of a computer system provider based on geospatial rules.
54. System, according to claim 1, characterized by the fact that the GUI comprises a graphical user interface based on a map.
55. System, according to claim 1, characterized by the fact that the GUI further comprises one or more GUI controls through which an identification of a supplier of a connected device is specified for each user-defined rule.
56. System, according to claim 1, characterized by the fact that the GUI further comprises one or more GUI controls through which an identification of a type of connected device is specified for each user-defined rule.
57. System, according to claim 1, characterized by the fact that the GUI further comprises one or more GUI controls through which an identification of a connected device is specified for each user-defined rule.
58. System, according to claim 1, characterized by the fact that the computer system of
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CRM and the computer system based on geospatial rules are maintained by different parties in separate physical or virtual locations.
59. System according to claim 1, characterized by the fact that the GUI further comprises one or more GUI controls through which a geographic fence is specified by a user for a user-defined rule.
60. System according to claim 59, characterized by the fact that the one or more GUI controls allow a user to specify the geographic fence for drawing on a map.
61. System according to claim 59, characterized by the fact that the one or more GUI controls allow a user to specify the geographic fence by specifying a geometric shape on a map.
62. System according to claim 59, characterized by the fact that the one or more GUI controls allow a user to specify the geographic fence by specifying a route on a map.
63. System according to claim 59, characterized by the fact that the one or more GUI controls allow a user to specify the geographic fence by specifying a tripwire on a map.
64. System according to claim 59, characterized by the fact that the one or more GUI controls allow a user to specify the geographic fence by specifying a polygon on a map.
65. System, according to claim 1, characterized by the fact that the GUI also comprises one or more
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14/49 more GUI controls through which one or more records of the CRM computer system are specified by a user for which the user-defined rule applies.
66. System, according to claim 1, characterized by the fact that the GUI further comprises one or more GUI controls through which a filter is specified by a user for a user-defined rule, the filter being applicable to user records CRM computer system to identify records to which the user-defined rule applies.
67. System according to claim 1, characterized by the fact that the GUI further comprises one or more GUI controls through which a time frame is specified by a user for a user-defined rule, the time frame identifying when the user-defined rule applies.
68. System according to claim 1, characterized by the fact that the GUI further comprises one or more GUI controls through which a time of day is specified by a user for a user-defined rule, the time of day identifying when the user-defined rule applies.
69. System, according to claim 1, characterized by the fact that the GUI further comprises one or more GUI controls through which a time is specified by a user for a user-defined rule, the time identifying when the rule defined by the user applies.
70. System according to claim 1, characterized by the fact that the one or more GUI controls
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15/49 comprise a plurality of GUI controls through which a user constructs a rule, each of the plurality of GUI controls corresponding to a portion of the rule that is constructed.
71. System according to claim 1, characterized by the fact that the CRM computer system is configured to store accounts that comprise customer data, where each account corresponds to a company, where for each account one or more users are associated, where each user-defined rule is associated with the user account that defines the rule, and where the account association for each user-defined rule is computer system based on geospatial rules.
72. System, according to claim 71, characterized by the fact that the customer data for each account in the CRM system comprises customer contact information, customer accounts, cases, work orders, leads and sales opportunities from company corresponding to the account.
73. System according to claim 1, characterized by the fact that the GUI further comprises one or more GUI controls through which an asset is specified by a user for a user-defined rule related to asset tracking.
74. System according to claim 73, characterized by the fact that the GUI comprises one or more GUI controls through which an event of an asset is specified by a user as a condition for a rule
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User defined 16/49 related to asset tracking.
75. System, according to claim 74, characterized by the fact that the asset comprises a manually operated vehicle and the asset event comprises the sudden braking of the vehicle by a driver.
76. The system according to claim 74, characterized by the fact that the asset comprises a sales representative and the asset event comprises the stoppage of the sales representative for more than a predetermined number of minutes.
77. System, according to claim 74, characterized by the fact that the asset comprises a manually operated vehicle and the event involves the sudden braking of the vehicle by a driver.
78. System according to claim 1, characterized by the fact that the GUI further comprises one or more GUI controls through which a location is specified by a user for a user-defined rule related to location-based automation.
79. System according to claim 78, characterized by the fact that location-based automation comprises a workflow that is performed as an action of the rule to be taken.
80. System, according to claim 78, characterized by the fact that location-based automation comprises creating an event in an appointment in the CRM system as an action of the rule to be taken.
81. System according to claim 78, characterized by the fact that location-based automation comprises automatic check-in for a
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17/49
commitment in the system CRM as a rule action a to be power plug.82. System, of according to claim 78, characterized by the fact that automation based in location comprises the check-out automatic for one commitment in the system CRM as a rule action a to be power plug.83. System, of according to claim 78,
characterized by the fact that location-based automation comprises automatic recording for reporting an activity as an action of the rule to be taken.
84. System according to claim 78, characterized by the fact that location-based automation comprises the automatic recording of a vehicle's mileage as an action of the rule to be taken.
85. Computer system characterized by the fact that it comprises hardware and software configured together to provide:
(a) a customer relationship management (CRM) system; and (b) a system based on geospatial rules;
(c) where the CRM system is accessible by users via the Internet and provides access by users to a graphical user interface (GUI) by which users define the rules, the GUI comprising one or more windows, pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand, (i) one or more conditions, and
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18/49 (ii) one or more associated actions to be taken upon meeting one or more conditions; and (d) where, (i) the CRM system and the system based on geospatial rules are configured for electronic communications with each other and the system based on geospatial rules is configured to receive geospatial data acquired by a company over the Internet. plurality of connected devices;
(ii) the system based on geospatial rules is configured to, (A) receive electronically from the CRM system and store user-defined rules using the GUI, (B) apply stored user-defined rules to received geospatial data over the Internet the geospatial data acquired by the plurality of connected devices, and (C) taking one or more actions of each rule defined by the user by means of one or more conditions of the rule being satisfied.
86. System according to claim 85, characterized by the fact that the CRM system is accessible by users over the Internet in a first set of network IP addresses, and in which the system based on geospatial rules is accessible over the Internet in a second set of different network IP addresses.
87. System, according to claim 85, characterized by the fact that each user-defined rule is communicated electronically from the system of
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CRM for the system based on geospatial rules for storage and processing.
88. System according to claim 85, characterized by the fact that it further comprises a plurality of mobile phones, in which the geospatial data acquired by the connected devices comprises geospatial data from the mobile phones.
89. System, according to claim 85, characterized by the fact that it also comprises a plurality of smartphones, where the geospatial data acquired by the connected devices comprise geospatial data from the smartphones.
90. System according to claim 85, characterized by the fact that it also comprises a plurality of tablets, in which the geospatial data acquired by the connected devices comprise geospatial data from the tablets.
91. System according to claim 85, characterized by the fact that it also comprises a plurality of Android and iOS devices, in which the geospatial data used by the connected devices comprises geospatial data from the Android and iOS devices.
92. The system according to claim 85, characterized by the fact that it also comprises a plurality of telematic devices, in which the geospatial data acquired by the connected devices comprises geospatial data from the telematic devices.
93. System according to claim 92, characterized by the fact that telematic devices
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20/49 are attached to vehicles.
94. System according to claim 92, characterized by the fact that telematic devices are attached to shipping containers.
95. System according to claim 85, characterized by the fact that the system based on geospatial rules is configured to receive geospatial data acquired by the connected devices directly from the connected devices.
96. System according to claim 85, characterized by the fact that the system based on geospatial rules is configured to receive geospatial data acquired by the connected devices from the devices connected via satellite communications.
97. System according to claim 85, characterized by the fact that the system based on geospatial rules is configured to receive geospatial data acquired by the connected devices from the devices connected via cellular telecommunications.
98. System according to claim 85, characterized by the fact that the system based on geospatial rules is configured to receive geospatial data acquired by the connected devices from the devices connected via wireless telecommunications.
99. System according to claim 85, characterized by the fact that the system based on geospatial rules is configured to receive geospatial data acquired by the connected devices from one or more gateways that receive the geospatial data acquired by the connected devices from the devices connected.
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100. System according to claim 99, characterized by the fact that the system based on geospatial rules is configured to communicate electronically with one or more gateways over the Internet.
101. System according to claim 85, characterized by the fact that the system based on geospatial rules is configured to process incoming geospatial data from connected devices against one or more stored user-defined rules to determine whether one or more conditions are met each of the one or more user-defined rules.
102. System according to claim 101, characterized by the fact that the system based on geospatial rules is configured to take one or more actions of a user-defined rule by determining that one or more conditions of the rule defined by user are satisfied.
103. System according to claim 102, characterized by the fact that one or more conditions of a user-defined rule are satisfied by means of a connected device entering an area represented by a geographical fence that is specified in the user-defined rule .
104. System according to claim 102, characterized by the fact that the one or more conditions of a user-defined rule are satisfied by means of a connected device leaving an area represented by a geographic fence that is specified in the user-defined rule.
105. System according to claim 102,
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22/49 characterized by the fact that the one or more conditions of a user-defined rule are satisfied by means of a connected device remaining for a predetermined period within an area represented by a geographic fence is specified in the user-defined rule.
106. System according to claim 102, characterized by the fact that one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that one or more conditions of the user-defined rule are satisfied comprises sending an alert regarding a breach of safety regulations determined by the system based on geospatial rules.
107. System, according to claim 102, characterized by the fact that the one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that the one or more conditions of the user-defined rule are satisfied comprises sending an alert regarding a malfunction that is determined by the system based on geospatial rules having occurred.
108. System, according to claim 102, characterized by the fact that one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that one or more conditions of the user-defined rule are satisfied comprises of sending an email.
109. System, according to claim 102, characterized by the fact that the one or more actions of a user-defined rule that are taken by the system
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23/49 based on geospatial rules by determining that the one or more conditions of the user-defined rule are satisfied comprises sending an SMS message.
110. System, according to claim 102, characterized by the fact that one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that one or more conditions of the user-defined rule are satisfied comprises of sending a report from a sales representative to a manager of the sales representative with activity including mileage and hours worked.
111. System, according to claim 102, characterized by the fact that one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that one or more conditions of the user-defined rule are satisfied comprises providing an alert regarding vehicle starts and stops.
112. System, according to claim 102, characterized by the fact that the one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that the one or more conditions of the user-defined rule are satisfied comprises providing an alert regarding a diversion of an asset in transit from a designated route.
113. System according to claim 102, characterized by the fact that one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that
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24/49 to one or more conditions of the user-defined rule are satisfied comprises providing an alert to a customer regarding an estimated estimated arrival time of an asset in transit to the customer based on the traffic conditions in time real time and real-time location of the asset.
114. System, according to claim 102, characterized by the fact that the one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that the one or more conditions of the user-defined rule are satisfied comprises providing an alert to a customer upon the arrival of an asset at a customer location.
115. System, according to claim 102, characterized by the fact that the one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that the one or more conditions of the user-defined rule are satisfied comprises sending a communication through an organizational communication tool.
116. System, according to claim 102, characterized by the fact that the one or more actions of a user-defined rule that are taken by the system based on geospatial rules by determining that the one or more conditions of the user-defined rule are satisfied comprises of sending a communication via Salesforce Chatter.
117. System according to claim 102, characterized by the fact that one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that
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25/49 to one or more conditions of the user-defined rule are satisfied comprises including a record for the CRM system by the system based on geospatial rules.
118. System according to claim 117, characterized by the fact that the system based on geospatial rules is configured to send an http communication to the CRM system to effect the addition of the record to the CRM system.
119. System according to claim 118, characterized by the fact that http communication is RESTful.
120. System, according to claim 102, characterized by the fact that one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that one or more conditions of the user-defined rule are satisfied comprises changing a record in the CRM system by the system based on geospatial rules.
121. System according to claim 120, characterized by the fact that the system based on geospatial rules is configured to send an http communication to the CRM system to effect the change in the registration in the CRM system.
123. System according to claim 121, characterized by the fact that http communication is RESTful.
124. System according to claim 102, characterized by the fact that the one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that the one or more conditions of the user-defined rule are satisfied comprises deleting a record in the CRM system
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26/49 by the system based on geospatial rules.
125. System according to claim 124, characterized by the fact that the system based on geospatial rules is configured to send an http communication to the CRM system to delete the record in the CRM system.
126. System according to claim 125, characterized by the fact that http communication is RESTful.
127. System according to claim 102, characterized by the fact that the one or more actions of a user-defined rule that are taken by the system based on geospatial rules upon determining that the one or more conditions of the user-defined rule are satisfied comprises obtaining a record from the CRM system by the system based on geospatial rules.
128. System according to claim 127, characterized by the fact that the system based on geospatial rules is configured to send an http communication to the CRM system to communicate the registration from the CRM system to the based system in geospatial rules.
129. System according to claim 128, characterized by the fact that http communication is RESTful.
130. System, according to claim 85, characterized by the fact that the GUI is generated according to a program that integrates with an application that provides a basic functionality of the CRM system.
131. System according to claim 130, characterized by the fact that the program that generates the GUI represents an optional feature of the CRM system.
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132. System according to claim 85, characterized by the fact that the GUI comprises a graphical map-based user interface.
133. System according to claim 85, characterized by the fact that the GUI further comprises one or more GUI controls through which an identification of a supplier of a connected device is specified for each user-defined rule.
134. System according to claim 85, characterized by the fact that the GUI further comprises one or more GUI controls through which an identification of a type of connected device is specified for each user-defined rule.
135. System according to claim 85, characterized by the fact that the GUI further comprises one or more GUI controls through which an identification of a connected device is specified for each user-defined rule.
136. System according to claim 85, characterized by the fact that the GUI further comprises one or more GUI controls through which a geographic fence is specified by a user for a user-defined rule.
137. System according to claim 136, characterized by the fact that the one or more GUI controls allow a user to specify the geographic fence for drawing on a map.
138. System according to claim 136, characterized by the fact that the one or more GUI controls allow a user to specify the geographic fence by
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28/49 specify a geometric shape on a map.
139. System according to claim 136, characterized by the fact that the one or more GUI controls allow a user to specify the geographic fence by specifying a route on a map.
140. System according to claim 136, characterized by the fact that the one or more GUI controls allow a user to specify the geographic fence by specifying a tripwire on a map.
141. System according to claim 136, characterized by the fact that the one or more GUI controls allow a user to specify the geographic fence by specifying a polygon on a map.
142. System according to claim 85, characterized by the fact that the GUI further comprises one or more GUI controls through which one or more records of the CRM system are specified by a user for which the user-defined rule applies.
143. System according to claim 85, characterized by the fact that the GUI further comprises one or more GUI controls through which a filter is specified by a user for a user-defined rule, the filter being applicable to records of the CRM system to identify records to which the user-defined rule applies.
144. System according to claim 85, characterized by the fact that the GUI further comprises one or more GUI controls through which a time frame is specified by a user for a user-defined rule, the time frame identifying when the rule
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User-defined 29/49 applies.
145. System according to claim 85, characterized by the fact that the GUI further comprises one or more GUI controls through which a time of day is specified by a user for a user-defined rule, the time of day identifying when the user-defined rule applies.
146. System according to claim 85, characterized by the fact that the GUI further comprises one or more GUI controls through which a time is specified by a user for a user-defined rule, the time identifying when the rule is defined by the user applies.
147. System according to claim 85, characterized by the fact that the one or more GUI controls comprise a plurality of GUI controls through which a user constructs a rule, each of the plurality of GUI controls corresponding to a portion of the rule that is built.
148. System according to claim 85, characterized by the fact that the CRM system is configured to store accounts that comprise customer data, where each account corresponds to a company, where for each account one or more of the users are associated with it, where each user-defined rule is associated with the user account defining the rule, and where the account association for each user-defined rule is communicated to, and stored in a non-transitory, computer readable medium by , the system based on geospatial rules.
149. System according to claim 148,
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30/49 characterized by the fact that the customer data for each account in the CRM system comprises customer contact information, customer accounts, cases, work orders, leads and sales opportunities for the company corresponding to the account.
150. System according to claim 85, characterized by the fact that the GUI further comprises one or more GUI controls through which an asset is specified by a user for a user-defined rule related to asset tracking.
151. System according to claim 150, characterized by the fact that the GUI comprises one or more GUI controls through which an event of an asset is specified by a user as a condition for a user-defined rule related to tracking of asset.
152. System according to claim 151, characterized by the fact that the asset comprises a manually driven vehicle and the asset event comprises the sudden braking of the vehicle by a driver.
153. System according to claim 151, characterized by the fact that the asset comprises a sales representative and the asset event comprises the stoppage of the sales representative for more than a predetermined number of minutes.
154. System according to claim 151, characterized by the fact that the asset comprises a manually operated vehicle and the asset event comprises the sudden braking of the vehicle by a driver.
155. System according to claim 85, characterized by the fact that the GUI further comprises one or more
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31/49 more GUI controls through which a location is specified by a user for a user-defined rule related to location-based automation.
156. System according to claim 155, characterized by the fact that location-based automation comprises a workflow that is performed as an action of the rule to be taken.
157. System according to claim 155, characterized by the fact that location-based automation comprises creating an event in an appointment in the CRM system as an action of the rule to be taken.
158. System, according to claim 155, characterized by the fact that location-based automation comprises automatic check-in for an appointment in the CRM system as an action of the rule to be taken.
159. System, according to claim 155, characterized by the fact that location-based automation comprises automatic checkout for an appointment in the CRM system as an action of the rule to be taken.
160. System according to claim 155, characterized by the fact that location-based automation comprises automatic recording for reporting an activity as an action of the rule to be taken.
161. System according to claim 155, characterized by the fact that location-based automation comprises the automatic recording of a vehicle's mileage as an action of the rule to be taken.
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162. Computer implemented method characterized by the fact that it comprises (a) providing a graphical user interface (GUI) that is accessible by users within a customer relationship management (CRM) solution, through which GUI users define rules , the GUI comprising one or more windows, pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand one or more conditions, and one or more associated actions to be taken upon meeting one or more conditions;
(b) receiving from a user through the GUI one or more user-defined rules, each user-defined rule comprising one or more selected conditions and one or more selected actions to be taken upon meeting one or more conditions;
(c) store in user-readable non-transitory medium each user-defined rule received for later retrieval and processing;
(d) electronically receive, via the Internet, geospatial data acquired by a plurality of connected devices;
(e) identify stored user-defined rules applicable to received geospatial data;
(f) retrieve the identified user-defined stored rules;
(g) apply the user-defined rules retrieved for the received geospatial data; and (h) take one or more actions of each user-defined rule retrieved under one or more conditions of the
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33/49 user-defined rule retrieved and satisfied based on received geospatial data.
163. Method, according with claim 162, characterized by the fact that steps (a) to (h) are performed in the CRM solution. 164. Method, according with claim 162, characterized by the fact that step (a) is performed on CRM solution and steps (b) CRM solution. a (h) are performed outside the 165. Method, according with claim 164, characterized by the fact that the CRM solution is provided by a first group of a or more web servers that perform step (a) and where steps (b) to (h) are performed by a second group of web servers. 166. Method, according with claim 165,
characterized by the fact that the first group of one or more web servers is accessible by users over the Internet on a first set of network IP addresses, and that the second group of one or more web servers is accessible via the Internet in a second set network IP addresses.
167. Method, according to claim 166, characterized by the fact that it also comprises electronically communicating each user-defined rule of the CRM solution to the second group of one or more web servers for storage and processing.
168. Method, according to claim 162, characterized by the fact that the application of the user-defined rules retrieved for the received geospatial data comprises determining whether one or more conditions are met from each of the user-defined rules
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34/49 recovered.
169. Method, according to claim 162, characterized by the fact that it further comprises determining that the one or more conditions of a retrieved user-defined rule are satisfied by means of a connected device entering an area represented by a geographical fence that is specified in the user-defined rule.
170. Method, according to claim 162, characterized by the fact that it further comprises determining that the one or more conditions of a retrieved user-defined rule are satisfied by means of a connected device leaving an area represented by a geographical fence that is specified in user-defined rule.
171. Method, according to claim 162, characterized by the fact that it further comprises determining that the one or more conditions of a retrieved user-defined rule are satisfied by means of a connected device remaining for a predetermined time within an area represented by a geographic fence that is specified in the user-defined rule.
172. Method according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule recovered by determining that one or more conditions of the user-defined rule are satisfied comprises sending an alert in regarding a non-compliance with safety regulations that is determined to have occurred by the system based on geospatial rules.
173. Method, according to claim 162, characterized by the fact that taking one or more shares of
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35/49 a user-defined rule recovered by determining that one or more conditions of the user-defined rule are satisfied comprises sending an alert regarding a malfunction that is determined by the system based on geospatial rules to have occurred.
174. Method according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule retrieved by determining that one or more conditions of the user-defined rule are satisfied comprises sending an e- mail.
175. Method, according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule retrieved by determining that one or more conditions of the user-defined rule are satisfied comprises sending an SMS message .
176. Method, according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule recovered by determining that one or more conditions of the user-defined rule are satisfied comprises sending a report of a sales representative to a sales representative manager with activity including mileage and hours worked.
177. Method, according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule recovered by determining that one or more conditions of the user-defined rule are satisfied comprises providing an alert in vehicle starts and stops.
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178. Method, according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule recovered by determining that one or more conditions of the user-defined rule are satisfied comprises providing an alert in regarding a detour of an asset in transit from an assigned route.
179. Method according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule recovered by determining that one or more conditions of the user-defined rule are satisfied comprises providing an alert to a customer regarding an altered arrival time of an asset traveling to the customer based on real-time traffic conditions and the real-time location of the asset.
180. Method according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule recovered by determining that one or more conditions of the user-defined rule are satisfied comprises providing an alert to a customer upon arrival of an asset at a customer location.
181. Method, according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule retrieved by determining that the one or more conditions of the user-defined rule are satisfied comprises sending a communication through of an organizational communication tool.
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182. Method, according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule retrieved by determining that one or more conditions of the user-defined rule are satisfied comprises sending a communication through Salesforce Chatter.
183. Method, according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule retrieved by determining that one or more conditions of the user-defined rule are satisfied comprises adding a record to the CRM solution by the system based on geospatial rules.
184. Method according to claim 183, characterized by the fact that adding a record to the CRM solution comprises sending an http communication to the CRM solution to effect the addition of the record to the CRM solution.
85. Method according to claim 184, characterized by the fact that http communication is RESTful.
186. Method, according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule recovered by determining that one or more conditions of the user-defined rule are satisfied comprises changing a record in the CRM solution.
187. Method, according to claim 186, characterized by the fact that changing a record for the CRM solution comprises sending an http communication to the CRM solution to effect the record change
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38/49 in the CRM solution.
188. Method according to claim 187, characterized by the fact that http communication is RESTful.
189. Method, according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule retrieved by determining that one or more conditions of the user-defined rule are satisfied comprises deleting a record in the CRM solution.
190. Method, according to claim 189, characterized by the fact that deleting a record for the CRM solution comprises sending an http communication to the CRM solution to effect the deletion of the record in the CRM solution.
191. Method according to claim 190, characterized by the fact that http communication is RESTful.
192. Method, according to claim 162, characterized by the fact that taking one or more actions of a user-defined rule recovered by determining that one or more conditions of the user-defined rule are satisfied comprises obtaining a record of CRM solution.
193. Method, according to claim 192, characterized by the fact that obtaining a record for the CRM solution comprises sending an http communication to the CRM solution to communicate the record from the CRM solution.
194. Method, according to claim 193, characterized by the fact that http communication RESTful.
195. The method of claim 162,
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39/49 characterized by the fact that the provided GUI comprises a graphical map-based user interface.
196. Method according to claim 162, characterized in that the supplied GUI further comprises one or more GUI controls through which an identification of a supplier of a connected device is specified for each user-defined rule.
197. Method according to claim 162, characterized in that the supplied GUI further comprises one or more GUI controls through which an identification of a type of a connected device is specified for each user-defined rule.
198. Method according to claim 162, characterized in that the supplied GUI further comprises one or more GUI controls through which an identification of a connected device is specified for each user-defined rule.
199. Method according to claim 162, characterized in that the supplied GUI further comprises one or more GUI controls through which a geographic fence is specified by a user for a user-defined rule.
200. Method according to claim 199, characterized by the fact that the GUI controls allow a user to specify the geographic fence to draw on a map.
201. Method according to claim 199, characterized by the fact that the GUI controls allow a user to specify the geographic fence by specifying a geometric shape on a map.
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202. Method according to claim 199, characterized by the fact that GUI controls allow a user to specify the geographic fence by specifying a route on a map.
203. Method according to claim 199, characterized by the fact that the GUI controls allow a user to specify the geographic fence by specifying a tripwire on a map.
204. Method, according to claim 199, characterized by the fact that GUI controls allow a user to specify the geographic fence by specifying a polygon on a map.
205. Method according to claim 162, characterized in that the supplied GUI further comprises one or more GUI controls through which one or more records of the CRM solution are specified by a user for which the rule defined by user applies.
206. Method according to claim 162, characterized by the fact that the provided GUI further comprises one or more GUI controls through which a filter is specified by a user for a user-defined rule, the filter being applicable to records CRM solution for identifying records to which the user-defined rule applies.
207. Method according to claim 162, characterized in that the supplied GUI further comprises one or more GUI controls through which a time frame is specified by a user for a user-defined rule, the time frame identifying when the user-defined rule applies.
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208. Method according to claim 162, characterized in that the supplied GUI further comprises one or more GUI controls through which a time of day is specified by a user for a user-defined rule, the time of day identifying when the user-defined rule applies.
209. Method, according to claim 162, characterized by the fact that the GUI provided further comprises one or more GUI controls through which a time is specified by a user for a user-defined rule, the time identifying when the rule user-defined applies.
210. Method according to claim 162, characterized in that the GUI controls comprise a plurality of GUI controls through which a user constructs a rule, each of the plurality of GUI controls corresponding to a portion of the rule that is built.
211. Method, according to claim 162, characterized by the fact that it also comprises storing accounts comprising customer data, in which each account corresponds to a company, in which for each account one or more of the users are associated with it, in that each user-defined rule is associated with the user account defining the rule, and where the account association for each user-defined rule is stored with the user-defined rule in a non-transitory, computer readable medium.
212. Method, according to claim 211, characterized by the fact that the customer data for each account in the CRM solution comprises contact information
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42/49 customer, customer accounts, cases, work orders, leads and sales opportunities for the company corresponding to the account.
213. Method according to claim 162, characterized by the fact that the provided GUI further comprises one or more GUI controls through which an asset is specified by a user for a user-defined rule related to asset tracking.
214. Method according to claim 213, characterized by the fact that the GUI provided comprises one or more GUI controls through which an event of an asset is specified by a user as a condition for a user-defined rule related to the asset tracking.
215. Method, according to claim 213, characterized by the fact that the asset comprises a manually operated vehicle and the asset event comprises sudden braking of the vehicle by a driver.
216. Method, according to claim 213, characterized by the fact that the asset comprises a sales representative and the asset event comprises the stoppage of the sales representative for more than a predetermined number of minutes.
217. Method according to claim 213, characterized by the fact that the asset comprises a manually driven vehicle and the asset event comprises the sudden braking of the vehicle by a driver.
218. Method according to claim 162, characterized by the fact that the GUI provided further comprises one or more GUI controls through which a
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43/49 location is specified by a user for a user-defined rule related to location-based automation.
219. Method according to claim 218, characterized by the fact that location-based automation comprises a workflow that is performed as an action of the rule to be taken.
220. Method, according to claim 218, characterized by the fact that location-based automation comprises creating an event in a commitment to the CRM solution as an action of the rule to be taken.
221. The method of claim 218,
featured fur fact in what automation based in location comprises THE ( sheck -in automatic one commitment to solving CRM how a rule action a to be power plug.222. Method, according con i claim 218, featured fur fact in what automation based in location understands the automatic checkout for one commitment to solving CRM how a rule action a to be power plug.223. Method, according con i claim 218, featured fur fact in what automation based in
Location includes automatic recording for reporting an activity as an action of the rule to be taken.
224. Method, according to claim 218, characterized by the fact that automation based on location comprises the automatic recording of the mileage of a vehicle as an action of the rule to be taken.
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225. Computer-readable medium characterized by the fact that it contains computer-executable instructions for executing a method, as defined in any of claims 162 to 224.
226. Computerized system characterized by the fact that it comprises:
(a) hardware and software configured together to provide an asset tracking computer system for monitoring and tracking assets; and (b) hardware and software configured together to provide a rules-based computer system for applying user-defined rules to data received from the asset tracking computer system;
(c) where the asset tracking computer system is accessible by users on a first set of one or more network IP addresses and provides users with access to a graphical user interface (GUI) by which users define or more windows, pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand, (i) one or more conditions, and (ii) one or more associated actions to be taken upon meeting one or more conditions; and (d) where (i) the rule-based computer system is accessible on a second set of one or more network IP addresses other than the first set of network IP addresses, so the asset tracking computer system and the rules-based computer system are
Petition 870190035399, of 12/12/2019, p. 59/65
[45]
45/49 configured for electronic communications with each other and the rules-based computer system is configured to receive data acquired by a plurality of connected devices, and (ii) the rules-based computer system is configured for, ( A) receive electronically over the Internet from the asset tracking computer system and store in user-readable medium using a non-transitory computer, rules defined by the user using the GUI, (B) apply user-defined rules stored in a non-transient computer-readable medium. to receive data acquired by the plurality of connected devices, and (C) to take one or more actions of each user-defined rule on one or more conditions of the rule being satisfied.
227. Computerized system, according to claim 226, characterized by the fact that the rules-based system comprises geospatial rules defined by users using the GUI, and in which the received data comprises geospatial data.
228. Computerized system, according to claim 226, characterized by the fact that the rules-based system comprises rules based on events defined by users using the GUI.
229. Computer system characterized by the fact that it comprises hardware and software configured together to provide:
(a) an asset tracking system; and
Petition 870190035399, of 12/12/2019, p. 60/65
[46]
46/49 (b) a rules-based system;
(c) where the asset tracking system is accessible
to users by Internet and provides access hair users to an interface print shop in user (GUI) through the which S users define rules, The GUI understands an or more
windows, pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand, (i) one or more conditions, and (ii) one or more associated actions to be taken upon meeting one or more conditions; and (d) where (i) the asset tracking system and the rules-based system are configured for electronic communications with each other and the rules-based system is therefore configured to receive data acquired over the Internet from a plurality of connected devices;
(ii) the rules-based system is configured to (A) receive electronically from the asset tracking system and store user-defined rules using the GUI, (B) apply stored user-defined rules to data that is received by Internet the data acquired by the plurality of connected devices, and (C) take one or more actions of each rule defined by the user on one or more conditions of the rule being satisfied.
230. Computer system according to claim 229, characterized by the fact that the rules-based system comprises defined geospatial rules
Petition 870190035399, of 12/12/2019, p. 61/65
[47]
47/49 by users using the GUI, and in which the received data comprises geospatial data.
231. Computer system, according to claim 229, characterized by the fact that the rules-based system comprises rules based on events defined by users using the GUI.
232. Computer implemented method characterized by the fact that it comprises (a) providing a graphical user interface (GUI) that is accessible by users within a computerized asset tracking system, through which GUI users define rules, the GUI understands one or more windows, pages or the like, each comprising one or more GUI controls through which each rule is defined by the user to understand one or more conditions, and one or more associated actions to be taken upon meeting one or more conditions ;
(b) receiving from a user through the GUI one or more user-defined rules, each user-defined rule comprising one or more selected conditions and one or more selected actions to be taken upon meeting one or more conditions;
(c) store in a non-transitory computer readable medium each rule received by the user for later retrieval and processing;
(d) to receive electronically, over the Internet, data acquired by a plurality of connected devices;
(e) identify stored user-defined rules applicable to received data;
(f) retrieve user-defined rules
Petition 870190035399, of 12/12/2019, p. 62/65
[48]
48/49 stored identified;
(g) apply the retrieved user-defined rules to the data received; and (h) take one or more actions of each retrieved user-defined rule when one or more conditions of the retrieved user-defined rule are satisfied based on the data received.
233. Method implemented by computer, according to claim 232, characterized by the fact that the rules-based system comprises geospatial rules defined by users using the GUI, and in which the received data comprises geospatial data.
234. Method implemented by computer, according to claim 232, characterized by the fact that the system based on rules comprises rules based on events defined by users using the GUI.
235. Method according to claim 162, characterized by the fact that the method is carried out, at least in part, using the combination of an EC2 Daemon; a Lambda computing service; an S3 bucket; DynamoDB; Firehose Kinesis; a Redshift Cluster; a LoT Queen Device Message; one or more Simple Queue Service queues; an Internet of Things (loT) ant farm messaging device; and a loT ant farm processing rule.
236. Software characterized by the fact that it is in a computer-readable medium and executable by a computer processor to execute one or more of the preceding claim claims.
237. Method characterized by the fact that it is to carry out one or more of the claim claims
Petition 870190035399, of 12/12/2019, p. 63/65
[49]
Previous 49/49.
238. System characterized by the fact that it is as disclosed here.
239. Device characterized by the fact that it is as disclosed here.
240. Software characterized by the fact that it is in a computer-readable medium and executable by a computer processor to perform one or more methods as disclosed herein.
241. Method characterized by the fact that it is as disclosed here.

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US20180108023A1|2018-04-19|

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EP3510479A1|2019-07-17|

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WO2018071872A1|2018-04-19|

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AU2017342547A1|2019-06-06|

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US20200167800A1|2020-05-28|

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CA3039929A1|2018-04-19|

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法律状态:
2021-02-02| B11A| Dismissal acc. art.33 of ipl - examination not requested within 36 months of filing|

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2021-04-20| B11Y| Definitive dismissal - extension of time limit for request of examination expired [chapter 11.1.1 patent gazette]|

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2021-10-05| B350| Update of information on the portal [chapter 15.35 patent gazette]|

优先权:

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申请号 | 申请日 | 专利标题

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US201662407579P| true| 2016-10-13|2016-10-13|

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PCT/US2017/056677|WO2018071872A1|2016-10-13|2017-10-13|Graphical user interfacewithin crm solution enabling user-defined rules for connected devices|

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