Integrated household management system and method6678685Abstract The invention provides an Internet-based integrated household management system. Each user or household has a unique account with the provider of the system to manage their personal data within system. The provider uses this data to make available information that is relevant to the shopping and organizational tasks. This information may include promotional offers, product information and new product announcements for consumer products and services. The data structure can display information that is relevant to a user's specific needs, providing an efficient system of delivering highly targeted information to consumers. A directory format is included which enables users to search for specific types of information or browse available information that may have been filtered out based on the user's data. The user can be provided with purchase information and purchase incentives based on a user's profile and buying patterns. Claims We claim: Description FIELD OF THE INVENTION
Daily An event that occurs every day during a period (e.g. water
neighbor's plants daily while away on vacation)
Weekly An event that has the same weekly pattern during a period,
user can select day(s) of event (e.g. soccer practice)
Monthly An event that has the same monthly pattern during a period,
user can select absolute day or nth of a day of the week in the
month (e.g., playgroup the first Wednesday of each month)
Yearly An event with the same yearly pattern, user can select
absolute day or nth day of the week of a month (e.g.,
anniversaries, birthdays, etc.)
Recurring events may also have masked-out periods, which may represent vacations or other periods which interrupt a normal routine. Users also can reschedule an event that is part of a string of recurring events without effecting the other events that are part of that string of recurring events. A printable view may be available for daily, weekly and monthly calendars. Only the start time of an event may be displayed on the calendar. A daily view may show end times (if applicable). A list of suggested events, to be supplied by the provider, may be made available to help in planning family activities. Events may also be sponsored by companies and may therefore include links to additional, related information (e.g. planning for the event, to-do list for the event, sponsor information and promotional offers). The calendar may be integrated with other portions of the Application. For example, family member birthdays and anniversaries, to-do list items, warrantee expiration, and next service dates, for example for cars, can all be displayed. Events of a given type or pertaining to a specific family member can be criteria for filtering events. Holidays may also be displayed on the calendar, using a user-configurable setting. A user can elect to show holidays, no holidays, or combinations of holiday groupings, such as US holidays, Canadian holidays, Jewish holidays or Christian holidays. Event calendars provided by the user (auto maintenance, pregnancy, spring cleaning, lawn care, etc.) may be merged with calendar entries supplied by the household management system or other sponsors. (e.g. puppy care kit from X company offered within events from the Puppy Calendar). The user is then encouraged to enter user records, step 34. User records may include: Gift recipients, including sizes, likes/dislikes, and gift ideas Home maintenance/services, such as babysitters, pest control, lawn care, appliance repair, etc. Pet information Family members, including birthdays and anniversaries Financial information (bank accounts, safety deposit boxes, insurance policies, etc.) Home inventory Medical information Contact information (address book, important dates, children names and birthdays, etc.) of friends, service companies, and the like may also be supplied and stored in the database 16 of the household management system. This contact information will be integrated with other section of the Application, making it easy for users to add to the contact information from a Home Maintenance section (e.g. add appliance retailer and/or service provider). Similarly, important dates (e.g. birthdays, anniversaries) added to a Contact Record can be automatically added to the calendar. A large portion of family income is typically spent on food and services. Careful planning and taking advantage of coupon savings and other promotions may significantly reduce the expenses for such items. Accordingly, the user will be able to schedule a meal and/or other functions, step 35, as follows: Storing meals in daily breakfast, lunch, dinner, or snack bins Assembling recipes into meals Building, saving and editing meals and assigning them to a schedule (e.g. Favorites) Assigning generic and branded items to meals Building, saving and editing a personalized list of frequently used items The meals may preferably be integrated with a shopping list. Meals can be built and edited on a per day basis. The HTML page 32 may include multiple frames to facilitate adding to a meal. Ingredients, recipes, saved meals, generic items and branded products can all be added to a meal. Users may have the option of viewing the meal schedule on a weakly or monthly basis. Basic meals for each user can be created, such as orange juice, toast, and cereal for breakfast, ham and cheese sandwich and an apple for lunch, etc., as a starting point for creating daily meal plans. Additional stock meals may be suggested by the household management system. Stock meal categories may be arranged by region, "quick" "family style", etc. A printable view may be available. Users may have the option of previewing the applicable recipes and selecting for printing. Scheduling and planning, step 35, also gives the user the opportunity to view stock recipes managed by the household management system and his own recipes. The user, however, will only be able to edit or delete his own recipes. A memo field may be provided for users to write and save notes related to other recipes. Recipes may be searched based on food group, region, nutrients, course, cookbook, preparation time, or keyword and may be assigned to a meal. When entering a recipe, a user will be prompted to enter name, and instructions. He will also be able to enter cookbook, and chapter, serving size, search criteria, notes, and tips. A user may be able to optionally select from a predetermined number (for example, 4) of stock images pre-selected by the household management system and assign these stock images to his recipe. An option to "email the recipe to a friend" may be included on the recipe detail page. Another function provided by the Scheduler/Planner 35 is the creation of a shopping list. Referring now also to FIG. 4, the Application creates a shopping list, step 42, based on the meals created with the meal schedule and recipes described above with reference to step 35. The user may add items to the shopping list from a "Quick List", available meal plans, other suggested meals, recipes, product lists, generic lists, or by searching, for example, the Internet, and/or by free-typing. The user may also integrate planned meal schedules and/or promotional offers/coupons, possibly based on product category. A user will only be able to manage his own shopping lists. His Quick List will start with items seeded by the household management system. This list can then be edited by users. There will be several ways for a user to add items to the Quick List, including from the Shopping List, recipes, product list, generic list, savings organizer and free-typing. All items added to the Quick List should include its designation in the product hierarchy (department, category and class). Duplication of items on a shopping list should be avoided. To see where items came from, such as salt coming from several recipes, a recipe option will be available, A shopping list will not list quantities by default. Notes field may be provided for each item which can include quantities (or another suitable descriptor) if entered by the user. Quantities required for recipes are displayed within the recipe option. Users can type the required quantities in the notes field if desired. Advantageously, the user will be able to view for each item all competitive products by product class. The user will be able to enter free-form items as well as selecting from available choices. Users will be prompted to indicate the hierarchy of the item (department, category and class), and have the option of adding the item (with designated hierarchy) to the Quick List. A printable view will be available. Users will have the option to preview all applicable recipes and savings offers and select them to be printed. The user may decide to plan a meal or any other purchase based on savings available from different companies or vendors. The shopping list is therefore advantageously integrated with the saving offers as follows: a button may be placed at the top of the list to display all offers relating to items on the list (including competing items, in the case of brands). An icon may indicate the availability of an offer for each item in a product class with an available offer. Clicking this icon will display any offers relating to the product. Offers may be placed in a savings organizer 46 which summarizes all offers. Promotional offers may be distributed in different form, for example, in the form of printed coupons 43, which can be redeemed at a store or, if ordering over the phone or the Internet, by mentioning a characteristic identification number on the coupon. Alternatively, promotions 44 may be interactive, i.e., electronically linked with, for example, store registers so that a user will receive the discount at the checkout stand based on, for example, his/her store ID card, credit card and the like. Many of these offers also will appear in additional areas of the Application when appropriate (e.g. shopping list when related item is on list; calendar when related to event; to-do list when related to activity). Because the data are stored in centralized manner in the household management system's database 16, a user will always be viewing the most current coupon/offer data. The coupon/offer data will be maintained by the household management system, either directly or by its partners. Users may be able to search by offer types (e.g. coupons, contests, Internet alerts, newspaper alerts, in-store promotions, giveaways, etc.), by product category, brand, or keyword. Users can mark and be alerted to offers on the calendar (Video rental offers, Jiffy Lube offers for oil changes, etc.). In other words, the savings/promotions may be linked to both the shopping list 42 and the actual shopping places 37. Referring back to FIG. 3, the user may update his/her personal records, as described in the specification, step 36, in which case the Application 30 return to step 34. Updating may be performed anytime during the session with the household management system and/or off-line. A registered user can log on directly, preferably after entering a password, step 38, and view, for example, the scheduling/planning HTML page, step 35. The user may not only rely on a computer or Web-TV as interactive devices for communicating with the household management system. For example, passive displays or displays having limited interactivity (such as displays combined with a keypad or with voice-activated controls) may be located in areas, such as the garage of the household, the kitchen and/or the laundry room to display messages alerting the user to promotional offers or scheduled service, for example, for the car or an appliance. Such devices may also be connected to wireless communication devices to provide increased flexibility in scheduling. The Application may also support to-do lists which include to-do items of various types, such as "spring cleaning to be provided by CompanyX." To-do list items can have dates associated with them, and can be displayed on the calendar. Content may be posted on the household management system's web site and may include the following types: 1. Ideas and information that support or enhance the user's experience with the functionality identified above. Examples include: Descriptions of family activities with events that can be added to the calendar Meal planning suggestions with related meal plans that can be added to the Meal Planner Project tips and information with To-Do lists that can be added to the To-Do List and calendar 2. Tips, information and polls that encourage interactions among users to build community (see below), such as free email, chat rooms, bulletin boards and home pages. Referring now to FIGS. 3 to 11 and also back to FIG. 2, the Application environment may include dynamic web pages created using ASP, with a combination of VisualBasic (VB) script, JAVA. and C++ being used where appropriate to handle advanced functionality. The dynamic pages interfacing with the database can use Active Server Pages (ASP). The following is a partial list of ASP's: For User Registration (see FIG. 5) User.asp--Allows a user to enter or modify his information uses sp_ReadUser for update ValidateUser.asp--Confirms information, performs appropriate database operation, using sp_InsertUser or Sp_UpdateUser Login.asp--Allows a user to enter username/password information CheckLogin.asp--Validates login using sp_login UserHome.asp--Welcomes user who has successfully logged in, allows access to member functions PasswordReminder.asp--Emails user with password based on login name or email address Calendar (see FIG. 6) Event.asp--Allows a user to enter or modify an event, uses sp_ReadEvent For update ValidateEvent.asp--Confirms information, performs appropriate database operation, using sp_InsertEvent or sp_UpdateEvent RecurringEvent.asp--Allows a user to enter or modify an event, uses sp_ReadRecurringEvent for update ValidateRecurringEvent.asp--Confirms information, performs appropriate database operation, using sp_Insertrecurringevent or sp_UpdateRecurringEvent FindEvent.asp--Allows a user to search for an event DisplayEvent.asp--Displays events which meet search criteria in text format, displayed page by page Calendar.asp--Calls COM object, sets up links, formats data Subscriber Records (see FIG. 7) Contact.asp--Allows a user to enter or modify contact information, uses sp_ReadContact for update ValidateContact.asp--Confirms information, performs appropriate database operation, using sp_InsertContact or sp_UpdateContact FindContact.asp--Allows a user to search for a contact DisplayContact.asp--Displays contacts which meet search criteria in text format, displayed page by page GiftRecipient.asp--Allows a user to enter or modify gift recipient information, uses sp_ReadGiftRecipient for update ValidaleGiftRecipient.asp--Confirms information, performs appropriate database operation, using sp_InsertGiftRecipient or sp_UpdateGiftRecipient FindGiftRecipient.asp--Allows a user to search for a gift recipient DisplayGiftRecipient.asp--Displays gift recipients which meet search criteria in text format, displayed page by page GiftRecipientIdeas.asp--Allows a user to enter or modify gift ideas Meal Schedule (see FIG. 8) MealSchedule.asp--Displays monthly meal schedule MealScheduleMeals.asp--Allows a user to add or remove a meal from the schedule Meals.asp--Allow a user to create a meal and assign recipes to it Recipe (see FIG. 9) Recipe.asp--Allow a user to enter or modify his information, uses sp_ReadRecipe for update ValidateRecipe.asp--Confirms information, performs appropriate database operation, using sp_InsertRecipe or sp_UpdateRecipe FindRecipe.asp--Allows a user to search for a recipe DisplayRecipe.asp--Displays recipes which meet search criteria in text format with thumbnail, displayed page by page Show Recipe.asp--Displays individual recipe in graphical format Shopping (see FIG. 10) ShoppingList.asp--Allows a user to enter or modify his information, uses sp_ReadShoppingList for update ValidateShoppingList.asp--Confirms information, performs appropriate database operation, using sp_InsertShoppingList or sp_UpdateShoppingList ShoppingListItem.asp--Allows a user to select an item which is added, modified or removed from the list Savings (see FIG. 11) FindOffer.asp--Allows a user to search for an offer DisplayOffer.asp--Displays offers which meet search criteria in text format, displayed page by page. Printing may be implemented through the web browser. Shopping lists, meal plans, calendar views, and coupons can have printable views. Referring now to FIG. 12, the server 14 may include a number of administration screens which may also be implemented as ASP files in a password-protected directory on the server, for example, in the server database 16. These screens will allow the household management system to view or administer data for which they are responsible, including data updates of the content, recipes (with images and thumbnails), Quick List seed items, ingredients, products, generic products, product classes, categories, departments, offer types, meals and types (e.g. "family meals", "Mexican meals", etc.), contact categories, event categories, suggested events, To-do list types (e.g. "Spring cleaning"). Where appropriate, screens could be located where Business Partners could have access to their own information, such as promotions and special offers. The data administration screens may also include software to manage additions, deletions and tracking of the user database to complete trend reports on the use of the server (frequency, modules used) which may be organized by user attributes (age, number of children, geographic). The software may also manage user accounts to provide the basis for personalizing the user's experience, analysis of usage data and tracking customer communications (customer service, mailings, e-mails, etc.). In addition, surveys may be conducted on behalf of participating companies and for internal purposes (to better understand satisfaction use of the system and how to more effectively market the system) and displayed. The Application may also include activity tracking of the user (click stream). The Administration Screens May Include the Following Screens (see FIG. 12) Activitv.asp--Displays # registered users, any other useful diagnostic data Visitor.asp--Displays # registered users, any other data for auditors, investors (in a separate folder) AdminUser.asp--Allows search of users, displaying user names, passwords, emails, link to home page for each for technical support Coupon.asp (and files)--Allows coupon administration Offer.asp (and files)--Allows offer administration Event.asp (and files)--Allows event administration Meal.asp (and files)--Allows meal administration Recipe.asp (and Files)--Allows recipe administration CookBook.asp (and files)--Allows cookbook administration Department.asp (and files)--Allows department administration Category.asp (and files)--Allows grocery category administration Class.asp (and files)--Allows class administration Product.asp (and files)--Allows product administration Generic.asp (and files)--Allows generic product administration QuickList.asp (and files)--Allows quick list seed information administration Profile.asp (and files)--Displays profile information, specific information to be provided by the household management system. The database 16 may include the following database tables: Users--Holds registered user information, including name, address, email, username/password for logging in to the system. Contacts--Holds information for a user on contacts for various categories including services such as lawn care or pest control, emergency numbers etc. Includes phone (including phone, cell, pager, fax), and email information. Contact_categories--Holds categories for contacts. Since categories can be hierarchical, a parent category is also included. Home_maintenance--Holds information for a user on home maintenance activity, including type, description, date, next service and contact. Pets--Stores a user's pet information. Pet_vet_visits--Records activity for pet visits (including immunizations), data includes vet name, date, procedure, and cost. Gift recipients--Stores information on people for whom a user may wish to purchase gifts. Includes name, address, birthday, anniversary, clothing size, likes and dislikes. Gift_ideas--Stores potential gifts for recipient. Events--Stores events in a user's calendar. Event_categories--Stores categories for these events, includes personal, work, medical etc. Recurring_event_schedule--Store instructions on how an event may repeat, including whether daily, weekly, monthly or yearly, days of the week on which it is held, as well as a week or month cycle (e.g. 4.sup.th Thursday in November). Recipes--Stores recipe information, both preloaded and custom. Includes name, images, directions, serving size, preparation time, region, cookbook, course and food group. Regions--Stores possible regions for a recipe. Cookbooks--Stores possible cookbooks for a recipe. Recipe_keywords--Stores search words for a recipe. Nutrition--Stores nutrition information for a recipe Ingredients--Stores ingredients (both generic and specific products) used in a recipe. Products--Stores name brand products, includes UPC, brand, class, description and size. Generic_products--Stores generic products in each category. Product_classes--Stores categories for each product class. Product_categories--Stores categories for each product class. Product_departments--Stores departments for each product category. Coupons--Stores current coupon information, includes product class, offer period, offer amount, and brand. Offer_types--Stores offer types of coupons. Shopping_lists--Stores a user's shopping lists, and be named includes shopping date. Shopping_list_items--Stores products (both specific and generic) in a shopping list. Quick_list_items--Stores products (both specific and generic) in a user's quick list. Meals--Stores a user's meals, includes names. Meal_items--Stores recipes and ingredients incorporated into a meal. Meal_schedules--Stores a subset of recurring event schedules to be used for meal patterns. Suggested_events--Stores sample events to help with family activity planning. Family_members--Stores family members grouped under a user. Meal_types--Stores categories to make finding meals easier, such as region, "large", "quick", etc. Todo_lists--Stores to--to lists. Todo_list_items--Stores items on to-do lists. Todo_list_types--Stores types to-do lists, such as "spring cleaning". Shopping_list_item_recipes--Where shopping list items come from. Free_form_items--User-input shopping list items which aren't in a Family Time product class. Todo_list_types--Stores types of to-do lists, such as "spring cleaning". Holidays--Stores holiday list. Holiday_types--Stores types of holidays, such as "US", "Canadian", "Christian", "Jewish", etc. Referring now to FIGS. 13-20 and as described above, the invention provides a home management system and a method for using such system which organizes and manages in an integrated fashion the household activities. As seen in FIG. 13, the user 13 can review and manage in an integrated fashion various household activities, such as planning meals 132 and shopping for staples and other items 134, keeping family records 136 and pet history 135, schedule and be reminded of upcoming events 137 and organize his/her contacts 138. All these activities are integrated and interrelated, as shown with particularity in FIG. 20, which shows in detail the functional blocks of FIG. 13. The different sections indicated in FIG. 20 reference each of the respective FIGS. 14-19 to which they correspond. For example, the contact information 138 of FIG. 14 may include personal data 142 of the contacts, such as names, phone numbers, addresses 144, gift ideas 148 for special occasions, as well as the names, addresses, etc., of professionals, such as home maintenance services 146. Events 137 depicted in FIG. 15 may include one-time events 132 and recurring events 154 as well as medical/health information 146 regarding doctor visits and drugs, and a calendar 148. It will be understood that the calendar 148 may be interfacing with many of the other activities, such as scheduling of meals, as indicated by the arrows in FIG. 20. Another activity managed with the integrated household management system are the family records 136 shown in FIG. 16 which may include financial information 162, such as bank accounts, mortgage lenders, etc., (insurance) policies 164, important vital records and documents 166, such as birth and marriage certificates, and health records 168. An important feature of the integrated household management system is the meal planner 132 which is linked to a collection of recipes 174 geared towards stock meals 172 provided by the service system or personalized meals 172 entered and/or modified by the user. The meals 132 can be scheduled, as mentioned above, with the help of the calendar 148. The meals 132 can also be linked to a shopping list 176 based on the recipes 174 which are used to prepare the meals 132. As will be apparent from FIGS. 18 and 19, the shopping list 176 can be linked with promotions, store information and the like. The shopping list can match both ingredients, like those used in recipes, as well as branded items, like Gerber and Ivory. Since there may be different products, such Ivory Dishwashing Liquid or Ivory Laundry Flakes, intelligence should be built into the system to quickly provide context. Also, ingredients should be anticipated so that the ingredients can be quickly "matched" and "attached" to products in the shopping list. Referring now to FIG. 18, recipes 174 can be organized according to different criteria and features, such as by countries and regions 185, by nutrition 186 and/or modes of preparation 187. Various cookbooks 182 may be consulted when preparing a meal, listing courses 184 and food groups 183 for a balanced diet. The recipes may be searched using key words 189. Based on the selected recipes, the system can prepare a list of ingredients 188, while keeping track of inventory based on the quantities purchased and consumed according to the meal planner. The list of ingredients 188 may be consolidated in form of a shopping list 176 for the actual shopping activity 134. The shopping list 176 may be organized according to brand names and/or aisles in a supermarket. The shopping activity 134 can involve promotional activities, such as the issue of coupons 192 which can be printed by the user on a PC before commencing the shopping activity. Coupons may be awarded by a retailer to the service system and may be limited in number and/or marked with distinguishing indicia, such as unique serial numbers or other codes. The coupons 192 may be different for different regions or locations 193 or purchasing trends 194 of the user monitored by the service system or supplied directly by the user, for example, in response to a questionnaire. Likewise, a store may offer store incentives 194 which may be awarded, for example, at the time of check-out as an electronic credit. These incentives 194 may also reflect various regions/locations 193' and purchasing trends 194', similar to the coupon offers 192 described above. The shopping behavior of the user may be tracked 138 by the service system to obtain user demographic data for subsequent user targeting. Manufacturers and retailers may request information such user demographic data which can be provided organized by product classes and products 196. The system and method described above may be integrated with systems operated by companies, retailers and clearing houses to communicate to the user promotional offers suggesting purchases, activities, services and meal schedules. Such offers can be made in the form of announcements (email, banners, windows), with explicit coupon offers that can be redeemed in a store, or by directly crediting a promotional award to a purchase made in the store. Accordingly, it will be understood that the invention is not to be limited to the embodiments disclosed herein, but is to be understood from the following claims, which are to be interpreted as broadly as allowed under the law.
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