IP Library Granted Patent US 8,793,165
Granted Patent B1
US 8,793,165 · App. 13/308,651 · Granted Jul 29, 2014

Method, program storage device, and apparatus for offering a user a plurality of scenarios under which to conduct a primary transaction

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Quick Facts
Patent No.
US 8,793,165
App. No.
13/308,651
Granted
Jul 29, 2014
Kind
B1
Abstract

A method of offering a user a plurality of scenarios under which to conduct at least one primary transaction involving at least one specific item, the specific item being one of goods and services, with each one of these scenarios entailing a corresponding cost to the user. The method can include at least the following. Communication is established via a communications device between the user and a system to facilitate the primary transaction. Primary transaction data is obtained relating to the primary transaction, with the primary transaction data including data representing an identity of the user and representing the at least one specific item. The user is offered a choice between at least two scenarios under which to conduct the primary transaction, determining costs of the transaction based on allowance of receiving offers of upsell transactions.

Claims (38)

1. A method, comprising:

receiving primary transaction data relating to a primary transaction into an upsell determination unit, the primary transaction data including data representing a user and at least one specific item;

generating, in the upsell determination unit, at least two scenarios under which to conduct a primary transaction and offering the user a choice between the at least two scenarios under which to conduct the primary transaction, wherein a first scenario provides that the user may conduct the primary transaction at a first cost to the user in exchange for the user receiving at least one offer of an upsell transaction, and wherein at least a second scenario provides that the user may conduct the primary transaction at a second cost to the user in exchange for receiving no offers of upsell transactions;

conducting the at least one primary transaction, wherein the at least one primary transaction is within a definite number of permitted discrete primary transactions as defined by the user; and

generating, in the upsell determination unit, an offer of the upsell transaction based on the primary transaction.

2. The method of claim 1 , further comprising offering the upsell transaction to the user in real time during the course of the primary transaction.

3. The method of claim 1 , further comprising receiving an acceptance of the offer of the upsell transaction.

4. The method of claim 1 , further comprising receiving a signal representing an indication from the user as to which of the scenarios the user chooses.

5. The method of claim 1 , further comprising establishing a default choice governing the primary transaction should the user fail to select from among the first and second scenarios.

6. The method of claim 1 , wherein establishing communication includes establishing communication with a directory assistance utility.

7. The method of claim 1 , wherein offering the user a choice includes offering a choice between a no-fee scenario for conducting the primary transaction and a fee-based scenario for conducting the primary transaction.

8. The method of claim 1 , wherein offering the user a choice includes offering the user a no-fee option for conducting the primary transaction in exchange for the user receiving the at least one offer of an upsell transaction.

9. The method of claim 1 , wherein obtaining primary transaction data includes obtaining from the user a directory entry for which the user indicates information.

10. The method of claim 1 , wherein the offer of the upsell transaction is based on the primary transaction by utilizing the data representing the user to obtain at least a second data element relating to the user.

11. The method of claim 1 , wherein the offer of the upsell transaction is based on the primary transaction by utilizing at least in part the primary transaction data including an identity of the good or service of the primary transaction and the second data element to determine at least one upsell item to offer as an upsell transaction to the user.

12. A non-transitory program storage device readable by a machine, tangibly embodying a program of instructions executable by the machine to perform:

obtaining primary transaction data relating to a primary transaction, the primary transaction data including data representing a user and at least one specific item;

offering the user a choice between at least two scenarios under which to conduct the primary transaction, wherein a first scenario provides that the user may conduct the primary transaction at a first cost to the user in exchange for the user receiving at least one offer of an upsell transaction, and wherein at least a second scenario provides that the user may conduct the primary transaction at a second cost to the user in exchange for receiving no offers of upsell transactions;

conducting the at least one primary transaction, wherein the at least one primary transaction is within a definite number of permitted discrete primary transactions as defined by the user; and

generating an offer of the upsell transaction based on the primary transaction.

13. The non-transitory program storage device of claim 12 , further comprising offering the upsell transaction to the user in real time during the course of the primary transaction.

14. The non-transitory program storage device of claim 12 , further comprising receiving an acceptance of the offer of the upsell transaction.

15. The non-transitory program storage device of claim 12 , wherein the method further comprises receiving a signal representing an indication from the user as to which of the scenarios the user chooses.

16. The non-transitory program storage device of claim 15 , wherein receiving a signal includes analyzing a signal representing a voice command from the user using a speech recognition engine.

17. The non-transitory program storage device of claim 12 , wherein the method further comprises establishing a default choice governing the primary transaction should the user fail to select from among the first and second scenarios.

18. The non-transitory program storage device of claim 12 , wherein establishing communication includes establishing communication with a directory assistance utility.

19. The non-transitory program storage device of claim 12 , wherein offering the user a choice includes offering a choice between a no-fee scenario for conducting the primary transaction and a fee-based scenario for conducting the primary transaction.

20. The non-transitory program storage device of claim 12 , wherein offering the user a choice includes offering the user a no-fee option for conducting the primary transaction in exchange for the user receiving the at least one offer of an upsell transaction.

21. The non-transitory program storage device of claim 12 , wherein obtaining primary transaction data includes obtaining from the user a directory entry for which the user indicates information.

22. The non-transitory program storage device of claim 12 wherein the offer of the upsell transaction is based on the primary transaction by utilizing the data representing the user to obtain at least a second data element relating to the user.

23. The non-transitory program storage device of claim 12 wherein the offer of the upsell transaction is based on the primary transaction by utilizing at least in part the primary transaction data including an identity of the good or service of the primary transaction and the second data element to determine at least one upsell item to offer as an upsell transaction to the user.

24. An apparatus, comprising:

an upsell system configured to:

obtain primary transaction data relating to a primary transaction, the primary transaction data including data representing a user and representing at least one specific item;

offer the user a choice between at least two scenarios under which to conduct the primary transaction, wherein a first scenario provides that the user may conduct the primary transaction at a first cost to the user in exchange for the user receiving at least one offer of an upsell transaction, and wherein at least a second scenario provides that the user may conduct the primary transaction at a second cost to the user in exchange for receiving no offers of upsell transactions; and

conduct the at least one primary transaction, wherein the at least one primary transaction is within a definite number of permitted discrete primary transactions as defined by the user.

25. The apparatus of claim 24 , wherein the upsell system is configured to generate an offer of the upsell transaction based on the primary transaction, wherein the offer of the upsell transaction is based on the primary transaction by utilizing the data representing the user to obtain at least a second data element relating to the user.

26. The apparatus of claim 24 wherein the offer of the upsell transaction is based on the primary transaction by utilizing at least in part the primary transaction data including an identity of the good or service of the primary transaction and the second data element to determine at least one upsell item to offer as an upsell transaction to the user.

Assignments (8)
OMNIBUS ASSIGNMENT OF SECURITY INTEREST IN INTELLECTUAL PROPERTY Recorded Nov 25, 2024
From: UBS AG, STAMFORD BRANCH (AS SUCCESSOR TO CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH IN ITS CAPACITY AS COLLATERAL AGENT)
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS THE SUCCESSOR COLLATERAL AGENT
Reel/Frame 069438/0775 →
RELEASE OF SECURITY INTEREST Recorded May 1, 2018
From: U.S. BANK NATIONAL ASSOCIATION
To: WEST CORPORATION; WEST INTERACTIVE SERVICES CORPORATION; WEST SAFETY SERVICES, INC.; WEST UNIFIED COMMUNICATIONS SERVICES, INC.; RELIANCE COMMUNICATIONS, LLC
Reel/Frame 046046/0547 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS (FIRST LIEN) Recorded Oct 10, 2017
From: WEST CORPORATION
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 044166/0901 →
SECURITY INTEREST Recorded Jun 20, 2016
From: WEST CORPORATION; WEST INTERACTIVE SERVICES CORPORATION; WEST SAFETY SERVICES, INC.; WEST UNIFIED COMMUNICATIONS SERVICES, INC.; RELIANCE COMMUNICATIONS, LLC
To: U.S. BANK NATIONAL ASSOCIATION
Reel/Frame 039093/0944 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 5, 2015
From: TUXIS TECHNOLOGIES, LLC
To: WEST CORPORATION
Reel/Frame 035569/0191 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 10, 2013
From: WEST CORPORATION
To: TUXIS TECHNOLOGIES LLC
Reel/Frame 029627/0302 →
SECURITY AGREEMENT Recorded Mar 14, 2012
From: INTERCALL, INC. A DELAWARE CORPORATION; INTRADO INC. A DELAWARE CORPORATION; TELEVOX SOFTWARE, INC. A DELAWARE CORPORATION; TUVOX INCORPORATED, A DELAWARE CORPORATION; TWENTY FIRST CENTURY COMMUNICATIONS, INC. AN OHIO CORPORATION; WEST CORPORATION, A DELAWARE CORPORATION; WEST DIRECT, LLC, A DELAWARE LIMITED LIABILITY COMPANY; WEST INTERACTIVE CORPORATION, A DELAWARE CORPORATION; WEST NOTIFICATIONS GROUP, INC. A DELAWARE CORPORATION
To: WELLS FARGO BANK, NATIONAL ASSOCIATION
Reel/Frame 027865/0218 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 3, 2012
From: WEST DIRECT, LLC
To: WEST CORPORATION
Reel/Frame 027470/0878 →