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Methods and systems for managing business representative distributions
| Details |
Inventors: Moore, Raymond;
Assignee: First Data Corporation (Greenwood Village, CO)
Primary Examiner: Diaz; Susanna M.
Assistant Examiner:
Attorney, Agent or Firm: Townsend and Townsend and Crew LLP
A geographical distribution of business representatives is managed by their assignment to geographical units. The assignments are stored on a storage device and a graphical interface permits changes in accordance with management determinations. The graphical interface includes a map on which an area is traced to define a closed geographical area. Any geographical units within the closed geographical area are identified. After the geographical units are identified, their stored characteristics are modified in response to an instruction from a user. |
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DETAILED DESCRIPTION Embodiments of the invention thus provide a method for managing a geographical distribution of business representatives.
The method makes use of geographical units to which business representatives may be assigned.
Different types of geographical units may be accommodated depending on how the assignment of the business representatives is to take place.
Such assignments are stored on a storage device and a graphical interface is provided to permit changes to be made to the stored assignments in accordance with management determinations made by a user.
The graphical interface includes a map that may be configured by the user to show the desired geographical units, including both the types of geographical units desired and the scale at which the display is desired.
In one embodiment, the graphical interface includes a digitizing pen and tablet that allow for freehand drawing of territorial boundaries.
The interface is used by tracing an area on the map display to define a closed geographical area.
Such a trace may be provided in different ways in different embodiments, including, for example, by using mouse controls, by using a pen on a digitizing tablet, or by using a touch screen.
Any geographical units within the closed geographical area are automatically identified.
This is done in a fashion that does not require the closed geographical area necessarily to have the same shape as the geographical units selected; it is possible instead, for example, simply to use a freehand trace that circles the desired geographical units.
In some embodiments, the geographical units are organized hierarchically so that they may correspond to a structural hierarchy of business representatives.
After the geographical units are identified in this fashion, their stored characteristics are modified in response to an instruction from a user.
For example, in one embodiment, the stored characteristic of the identified geographical units is modified by assigning a business representative to them
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Finance 
