IP Library Granted Patent US 10,755,339
Granted Patent B2
US 10,755,339 · App. 15/696,998 · Granted Aug 25, 2020

System and method of purchase request management using plain text messages

Inventors: Andrew Hoag (New York, NY); Justin Oblak (New York, NY); Preston Hale (Brooklyn, NY)
Assignee: Team Labs, Inc.
G06Q30/0635G06Q10/08G06Q30/0633
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 10,755,339
App. No.
15/696,998
Granted
Aug 25, 2020
Kind
B2
Abstract

The systems and methods may identify order requests from internal messaging or collaboration systems. Once order requests are identified, the systems and methods determine purchase orders based on the requests, and generate tokens (e.g., virtual credit cards) specific to a purchase order, to be used by the requestor to complete the purchase of requested items or services. Once the tokens are used, the systems and methods may then track the purchases in various databases, providing the organization with various views or insights into their employee's expenditures.

Claims (50)

1. A computerized method for managing purchasing operations within an organization, the method comprising:

accessing one or more messages associated with an employee within the organization,

wherein the one or more messages are sent between the employee and a virtual bot associated with a purchasing system, and

wherein the one or more messages are received as electronic text messages or converted into electronic text messages;

extracting, by the virtual bot and from the accessed one or more messages, purchase order information associated with a request from the employee within the organization to purchase an item or service;

generating, by the virtual bot, a purchase order object using the extracted purchase order information,

wherein the purchase order object includes parameters for the request to purchase the item or service;

upon receiving authorization for the purchase order object, generating, by the virtual bot, a configurable digital credit object specific to the purchase order object,

wherein the generated configurable digital credit object is configured to be utilized by the employee within the organization to purchase the requested item or service; and

wherein the generated configurable digital credit object includes metadata restricting use of the configurable digital credit object only to the purchase of the requested item or service; and

providing, by the virtual bot, the generated configurable digital credit object to the employee within the organization to purchase the requested item or service.

2. The method of claim 1 , further comprising:

receiving an indication that the employee within the organization has purchased the item or service using the generated configurable digital credit object; and

generating an entry in a purchase order database of the organization for the purchase of the item or service,

wherein the generated entry includes a description of the purchased item or service, information identifying a cost of the purchased item or service, information identifying the employee, and information identifying the configurable digital credit object used to purchase the item or service.

3. The method of claim 1 , wherein generating a token configurable digital credit object specific to the item or service includes generating a virtual credit card having an authorization amount similar to a cost to purchase the item or service.

4. The method of claim 1 , wherein generating a configurable digital credit object specific to the item or service includes generating a virtual currency object of an amount similar to an amount to purchase the item or service,

wherein the virtual currency object includes metadata that identifies an associated purchase order object, the employee submitting the request to purchase the item or service, and a category assigned to the item or service.

5. The method of claim 1 , wherein accessing one or more messages associated with an employee within the organization includes accessing the one or more messages within a conversation supported by a collaboration tool of the organization; and wherein providing the generated configurable digital credit object to the employee within the organization includes providing a virtual credit card to the employee via the collaboration tool.

6. The method of claim 1 , wherein accessing one or more messages associated with an employee within the organization includes accessing the one or more messages within a messaging system of the organization.

7. The method of claim 1 , further comprising:

determining the parameters of the purchase order object indicate a recurrence of the purchase order object being received by the purchasing system; and

automatically authorizing the purchase order object based on the purchase order object being a recurrence of a previously authorized purchase order object within the organization.

8. The method of claim 1 , wherein extracting purchase order information associated with a request from the employee to purchase an item or service includes:

parsing the one or more messages to identify a description of the item or service, a vendor providing the item or service, and an amount to purchase the item or service.

9. At least one computer-readable medium, excluding transitory signals, carrying instructions, which when executed by at least one data processor, performs operations to manage purchasing operations within an organization, comprising:

accessing one or more messages associated with an employee within the organization,

wherein the one or more messages are sent between the employee and a virtual bot associated with a purchasing system, and

wherein the one or more messages are received as electronic text messages or converted into electronic text messages;

extracting, by the virtual bot and from the accessed one or more messages, purchase order information associated with a request from the employee within the organization to purchase an item or service;

generating, by the virtual bot, a purchase order object using the extracted purchase order information,

wherein the purchase order object includes parameters for the request to purchase the item or service;

upon receiving authorization for the purchase order object, generating, by the virtual bot, a configurable digital credit object specific to the purchase order object,

wherein the generated configurable digital credit object is configured to be utilized by the employee within the organization to purchase the requested item or service; and

wherein the generated configurable digital credit object includes metadata restricting use of the configurable digital credit object only to the purchase of the requested item or service; and

providing, by the virtual bot, the generated configurable digital credit object to the employee within the organization to purchase the requested item or service.

10. At least one computer-readable medium of claim 9 , further comprising:

receiving an indication that the employee within the organization has purchased the item or service using the generated configurable digital credit object; and

generating an entry in a purchase order database of the organization for the purchase of the item or service,

wherein the generated entry includes a description of the purchased item or service, information identifying a cost of the purchased item or service, information identifying the employee, and information identifying the configurable digital credit object used to purchase the item or service.

11. At least one computer-readable medium of claim 9 , wherein generating a configurable digital credit object specific to the item or service includes generating a virtual credit card having an authorization amount similar to a cost to purchase the item or service.

12. At least one computer-readable medium of claim 9 , wherein generating a configurable digital credit object specific to the item or service includes generating a virtual currency object of an amount similar to an amount to purchase the item or service,

wherein the virtual currency object includes metadata that identifies an associated purchase order object, the employee submitting the request to purchase the item or service, and a category assigned to the item or service.

13. At least one computer-readable medium of claim 9 , wherein accessing one or more messages associated with an employee within the organization includes accessing the one or more messages within a conversation supported by a collaboration tool of the organization; and wherein providing the generated configurable digital credit object to the employee within the organization includes providing a virtual credit card to the employee via the collaboration tool.

14. At least one computer-readable medium of claim 9 , wherein accessing one or more messages associated with an employee within the organization includes accessing the one or more messages within a messaging system of the organization.

15. At least one computer-readable medium of claim 9 , further comprising:

determining the parameters of the purchase order object indicate a recurrence of the purchase order object being received by the purchasing system; and

automatically authorizing the purchase order object based on the purchase order object being a recurrence of a previously authorized purchase order object within the organization.

16. At least one computer-readable medium of claim 9 , wherein extracting purchase order information associated with a request from the employee to purchase an item or service includes:

parsing the one or more messages to identify a description of the item or service, a vendor providing the item or service, and an amount to purchase the item or service.

Assignments (8)
ASSIGNMENT OF INTELLECTUAL PROPERTY Recorded Mar 5, 2024
From: TEAMPAY CORPORATION
To: PAYSTAND INC.
Reel/Frame 066739/0696 →
RELEASE OF SECURITY INTEREST Recorded Feb 9, 2024
From: SILICON VALLEY BANK
To: TEAM LABS, INC.
Reel/Frame 066427/0895 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 9, 2024
From: ESPRESSO CAPITAL LTD.
To: TEAMPAY CORPORATION
Reel/Frame 066428/0308 →
RELEASE OF SECURITY INTEREST Recorded Feb 9, 2024
From: ESPRESSO CAPITAL LTD.
To: TEAM LABS, INC.
Reel/Frame 066428/0386 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 15, 2023
From: ESPRESSO CAPITAL LTD.
To: TEAMPAY CORPORATION
Reel/Frame 065879/0801 →
SECURITY INTEREST Recorded Sep 3, 2021
From: TEAM LABS, INC.
To: ESPRESSO CAPITAL LTD.
Reel/Frame 057380/0448 →
SECURITY INTEREST Recorded Sep 1, 2021
From: TEAM LABS, INC.
To: SILICON VALLEY BANK
Reel/Frame 057358/0697 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 24, 2018
From: HOAG, ANDREW; OBLAK, JUSTIN; HALE, PRESTON
To: TEAM LABS, INC.
Reel/Frame 045898/0224 →
Continuity (2)
Provisional Application 62473224 · Mar 17, 2017
Related Publication 20180268461A1 · Sep 20, 2018