Unified Progress Tracking Interface for Multi-Provider Plan Templates

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Solution Overview

Problem

Existing plan tracking websites are designed for specific plans, making it difficult for users to compare and switch between different plans due to their individualized layouts and formats, hindering progress tracking across multiple plans.

Innovation Solution

A system that receives and stores plan templates from various providers, allowing users to select and track progress across multiple plan types through a unified user interface, which includes a timeline, summary, and information elements, enabling easy comparison and switching between plans.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a website is designed to track one specific plan with individualized layout and presentation format, then the plan tracking functionality is specialized and effective for that plan, but it becomes difficult for consumers to compare plans and switch between plans

Engineering Contradiction:
Improveplan tracking capabilityVSAvoidplan comparison and switching
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The patent creates a universal plan tracking website that can accommodate multiple different plans (weight loss, body building, healthcare, financial plans) through a standardized interface. The system uses plan templates that define common elements and data structures, allowing the same website infrastructure to support diverse plan types without requiring separate specialized websites for each plan.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The patent segments plan tracking into modular components: plan templates define the structure, progress indicators track specific metrics, and event types categorize activities. This segmentation allows the system to handle different plan types through standardized modules rather than requiring complete redesign for each plan, enabling both specialization and comparability.

Inventive Principle:
Principle #1Segmentation

2Reliability

If multiple plan tracking websites with individualized formats are used, then each plan can be tracked effectively, but tracking progress while switching from one plan to another becomes difficult

Engineering Contradiction:
Improveprogress tracking accuracyVSAvoidtime to switch between plans
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent implements plan templates that serve as reusable copies of plan structures. When switching between plans, the system uses these templates to quickly instantiate new plan instances with pre-defined progress indicators and event types, eliminating the need to manually recreate tracking structures and reducing the time required to switch plans while maintaining tracking reliability.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The patent allows dynamic configuration of plan parameters through templates. When switching plans, the system changes parameters such as progress indicator types, event categories, and target metrics according to the selected plan template, enabling rapid adaptation to different plan requirements while maintaining consistent tracking functionality across plan transitions.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS7774324B1Progress-tracking service
Publication Date: 2010.08.10 INTUIT INC
  • US7774324B1 patent drawing
  • US7774324B1 patent drawing
  • US7774324B1 patent drawing

AI summary

Embodiments of the present invention provide a system that tracks progress on a plan. The system starts by receiving a one or more completed plan templates (which constitute plans) from a set of plan providers. The system then stores the plans in a plan database. Next, the system receives a request for a plan, for which the plan database contains one or more plans that can be used to fulfill the request. The system then provides a user interface (UI) to display the plans that fulfill the request. Next, the system receives a selection signal that selects a plan to fulfill the request. The system then displays the selected plan through the UI, which involves initially displaying projected progress on the plan at one or more intervals on a timeline.