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Patent 2804301 Summary

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Claims and Abstract availability

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(12) Patent: (11) CA 2804301
(54) English Title: SYSTEM AND METHOD FOR TRACKING AND IDENTIFYING INTERESTS AMONG TENANTS FOR FOSTERING COMMUNITY RELATIONSHIPS
(54) French Title: SYSTEME ET PROCEDE POUR ASSURER LE SUIVI ET DETERMINER LES INTERETS DE LOCATAIRES POUR FAVORISER LES RELATIONS COMMUNAUTAIRES
Status: Granted
Bibliographic Data
(51) International Patent Classification (IPC):
  • G06Q 10/06 (2012.01)
(72) Inventors :
  • KOLIAS, SAM SOTIROS (Canada)
  • KOLIAS, HUGH KONSTANTINE (Canada)
(73) Owners :
  • KOLIAS, SAM SOTIROS (Canada)
  • KOLIAS, HUGH KONSTANTINE (Canada)
(71) Applicants :
  • KOLIAS, SAM SOTIROS (Canada)
  • KOLIAS, HUGH KONSTANTINE (Canada)
(74) Agent: GARDINER ROBERTS LLP
(74) Associate agent:
(45) Issued: 2017-10-03
(22) Filed Date: 2013-01-31
(41) Open to Public Inspection: 2014-07-31
Examination requested: 2014-12-24
Availability of licence: N/A
(25) Language of filing: English

Patent Cooperation Treaty (PCT): No

(30) Application Priority Data: None

Abstracts

English Abstract

A system and method of managing interests and activities of residents and potential residents in a multi-unit building are provided. The method comprises: creating and maintaining a first set of records in the database for tenants, each record in the first set of records including fields for a name, contact information, building and interests; creating and maintaining a second set of records in the database for buildings, records in the second set including fields for a building name, address and amenities; creating and maintaining a third set of records in the database for activities, records in the third set including fields for an activity name, organizer, site, participants and activity details; analyzing the database to identify a set of tenant records in the first set of records that match an activity in the third set; and generating and sending notifications using contact information in the set of tenant records relating to the activity.


French Abstract

Un système et un procédé de gestion des intérêts et des activités de résidents et de résidents éventuels dans un bâtiment à unités multiples sont décrits. Le procédé consiste à créer et maintenir un premier ensemble denregistrements dans la base de données pour des locataires, chaque enregistrement dans le premier ensemble denregistrements comprenant des champs pour un nom, des coordonnées, un bâtiment et des intérêts; à créer et maintenir un deuxième ensemble denregistrements dans la base de données pour des bâtiments, les enregistrements dans le deuxième ensemble comprenant des champs pour un nom, une adresse et des commodités dun bâtiment; à créer et maintenir un troisième ensemble denregistrements dans la base de données pour des activités, les enregistrements dans le troisième ensemble comprenant des champs pour un nom dactivité , un organisateur, un site, des participants et des détails relatifs à lactivité; à analyser la base de données pour cerner un ensemble denregistrements de locataires dans le premier ensemble denregistrements qui correspondent à une activité dans le troisième ensemble; et à générer et envoyer des notifications au moyen des coordonnées dans lensemble denregistrements de locataires relatives à lactivité.

Claims

Note: Claims are shown in the official language in which they were submitted.


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Claims
1. A
method for identifying and establishing database relationships among data
records in
an electronic database of buildings and tenants via instructions executed on a
computer,
comprising:
using data entered into the electronic database, creating and maintaining a
first set of
records in the electronic database for tenants, each record in the first set
of records
including fields for a name, contact information, building and interests;
using data entered into the electronic database, creating and maintaining a
second set
of records in the electronic database for buildings, where records in the
second set
include fields for a building name, address and amenities;
using data entered into the electronic database, creating and maintaining a
third set of
records in the electronic database for activities, where records in the third
set include
fields for an activity name, organizer, site, participants and activity
details;
using external data imported into the electronic database, populating the
third set of
records with data relating to a tenant in the electronic database;
analyzing the electronic database to identify a set of tenant records in the
first set of
records that match an activity in the third set of records;
generating and sending a first set of notifications using contact information
in the set of
tenant records, the first set of notifications relating to the activity;
using data entered into the electronic database, creating and maintaining a
fourth set of
records in the electronic database for potential tenants, each record in the
fourth set of
records including fields for a name, contact information, and at least one
desired
building;
analyzing the electronic database to identify one or more potential tenant
records in the
fourth set of records that match an available unit in the second set of
records;
generating electronic customized agreements using contact information in the
set of
potential tenant records and information relating to the available unit from
the electronic
database; and
generating and sending notifications with the electronic customized agreements
using
the contact information.

- 25 -
2. The method for identifying and establishing database relationships among
data records
in an electronic database as claimed in claim 1, further comprising:
printing one of the electronic customized agreements.
3. The method for identifying and establishing database relationships among
data records
in an electronic database as claimed in claim 1 or claim 2, further
comprising:
using data entered into the electronic database, creating and maintaining a
fifth set of
records in the electronic database for tenants, each record in the fifth set
of records
including fields for a volunteer activity associated with an activity at a
building.
4. The method for identifying and establishing database relationships among
data records
in an electronic database as claimed in claim 1 or claim 2, further
comprising:
analyzing functional dependencies of entities tracked in the electronic
database; and
dividing tables in the electronic database into smaller tables that have
reduced
redundant entries based on the functional dependencies to normalizing data in
the
electronic.
5. The method for identifying and establishing database relationships among
data records
in an electronic database as claimed in claim 1 or claim 2, further
comprising:
assigning strong associations amongst entities in the electronic database; and
assigning weak associations amongst entities in the electronic database, where
a weak
association is dependent on a strong entity in the electronic database.
6. The method for identifying and establishing database relationships among
data records
in an electronic database as claimed in claim 1 or claim 2, wherein the
external data is:
imported from a social media network; and
provides information on the activity for the tenant.
7. The method for identifying and establishing database relationships among
data records
in an electronic database as claimed in claim 1 or claim 2, wherein:
the first set of notifications is a set of email messages containing details
of an upcoming
event for the activity having email addresses extracted from the electronic
database from

- 26 -
the contact information in the set of tenant records relating to the activity.
8. The method for identifying and establishing database relationships among
data records
in an electronic database as claimed in claim 1 or claim 2, further
comprising:
updating the set of tenant records with attendance information following an
event time
associated with the activity.
9. The method for identifying and establishing database relationships among
data records
in an electronic database as claimed in claim 1 or claim 2, further
comprising:
updating a calendar application for accounts associated with the set of tenant
records
with an entry related to the activity.
10. The method for identifying and establishing database relationships
among data records
in an electronic database as claimed in claim 1 or claim 2, further
comprising:
analyzing the electronic database to identify members in the set of tenant
records that
have achieved participation levels for the activity; and
generating electronic certificates for the members in the set of tenant
records that have
the achieved participation levels containing information extracted from
records of those
members.
11. The method for identifying and establishing database relationships
among data records
in an electronic database as claimed in claim 10, further comprising:
printing the electronic certificates.
12. The method for identifying and establishing database relationships
among data records
in an electronic database as claimed in claim 1 or claim 2, further
comprising:
analyzing the set of tenant records that match the activity in the electronic
database
against achievement parameters associated with the activity;
identifying records in the set of tenant records that match the achievement
parameters;
generating electronic achievement certificates for members in the set that
match the
achievement parameters; and

- 27 -
sending electronic notifications relating to the electronic achievement
certificates to
records for those members that match the achievement parameters.
13. The method for identifying and establishing database relationships
among data records
in an electronic database as claimed in claim 11, further comprising:
printing the electronic achievement certificates.
14. The method for identifying and establishing database relationships
among data records
in an electronic database as claimed in claim 12 or claim 13, further
comprising:
updating the records in the set of tenant records that match the achievement
parameters
with details of the electronic achievement certificates.
15. The method for identifying and establishing database relationships
among data records
in an electronic database as claimed in claim 1 or claim 2, further
comprising:
analyzing the set of tenant records that match the activity in the electronic
database for a
newly associated record that is now associated with the activity;
generating and printing a membership card; and
sending an electronic notification regarding the membership using contact
information in
the newly associated record.
16. The method for identifying and establishing database relationships
among data records
in an electronic database as claimed in claim 1 or claim 2, further
comprising:
generating in a graphical user interface (GUI) on a display a bulletin
providing details of
the activity,
wherein the display is located in a common area of the site associated with
the activity.
17. The method for identifying and establishing database relationships
among data records
in an electronic database as claimed in claim 16, wherein:
the display is selected from a plurality of displays based on its profile data
and the
activity.

- 28 -
18. The method for identifying and establishing database relationships
among data records
in an electronic database as claimed in claim 1 or claim 2, further
comprising:
receiving an electronic message from a tenant in the set of tenant records
that match the
activity relating to the activity containing information about the tenant and
the activity;
and
updating the electronic database to include the information about the tenant
for the
activity.
19. The method for identifying and establishing database relationships
among data records
in an electronic database as claimed in claim 1 or claim 2, further
comprising:
prior to sending the second set of notifications, generating and sending
credit requests
using contact information in the set of potential tenant records to a credit
agency.
20. A server for identifying and establishing database relationships among
data records in
an electronic database of buildings and tenants via instructions executed on
the server,
comprising:
a microprocessor;
a memory storage device;
a first communication link to an electronic database;
a second communication link to a network; and
a database software module for providing instructions for execution on the
microprocessor to:
create and maintain a first set of records in the electronic database for
tenants,
each record in the first set of records including fields for a name, contact
information, building and interests;
create and maintain a second set of records in the electronic database for
buildings, where records in the second set include fields for a building name,

address and amenities;
create and maintain a third set of records in the electronic database for
activities,
where records in the third set include fields for an activity name, organizer,
site,

- 29 -
participants and activity details;
analyze the electronic database to identify a set of tenant records in the
first set
of records that match an activity in the third set of records;
generate and send a first set of notifications using contact information in
the set
of tenant records, the first set of notifications relating to the activity;
create and maintain a fourth set of records in the electronic database for
potential
tenants, each record in the fourth set of records including fields for a name,

contact information, and at least one desired building;
analyze the electronic database to identify one or more potential tenant
records
in the fourth set of records that match an available unit in the second set of

records;
generate electronic customized agreements using contact information in the set

of potential tenant records and information relating to the available unit;
and
generate and sending notifications with the electronic customized agreements
using the contact information.
21. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 20, wherein the database software
module provides
further instructions for execution on the microprocessor to:
print one of the electronic customized agreements.
22. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 20 or claim 21, wherein the
database software
module provides further instructions for execution on the microprocessor to:
import external data from a social media network relating to into the
electronic database,
populating the third set of records with data relating to activities for the
tenants.
23. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 20 or claim 21, wherein the
database software
module provides further instructions for execution on the microprocessor to:
create and maintain a fifth set of records in the electronic database for
tenants, each

- 30 -
record in the fifth set of records including fields for a volunteer activity
associated with an
activity at a building.
24. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 20 or claim 21, wherein the
database software
module provides further instructions for execution on the microprocessor to:
analyze functional dependencies of entities tracked in the electronic
database; and
divide tables in the electronic database into smaller tables that have reduced
redundant
entries based on the functional dependencies to normalizing data in the
electronic.
25. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 20 or claim 21, wherein the
database software
module provides further instructions for execution on the microprocessor to:
assign strong associations amongst entities in the electronic database; and
assign weak associations amongst entities in the electronic database, where a
weak
association is dependent on a strong entity in the electronic database.
26. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 20 or claim 21, wherein the
database software
module provides further instructions for execution on the microprocessor to:
send the first set of notifications as email messages containing details of an
upcoming
event for the activity having email addresses extracted from the electronic
database from
contact information in the set of tenant records relating to the activity.
27. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 20 or claim 21, wherein the
database software
module provides further instructions for execution on the microprocessor to:
update the set of tenant records with attendance information following an
event time
associated with the activity.

- 31 -
28. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 20 or claim 21, wherein the
database software
module provides further instructions for execution on the microprocessor to:
analyze the set of tenant records that match the activity in the electronic
database
against achievement parameters associated with the activity;
identify records in the set of tenant records that match the activity in the
electronic
database that match the achievement parameters;
generate electronic achievement certificates for tenant records that match the

achievement parameters; and
send electronic notifications using contact information for the tenant records
that match
the achievement parameters.
29. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 28, wherein the database software
module provides
further instructions for execution on the microprocessor to:
print the electronic achievement certificates.
30. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 20 or claim 21, wherein the
database software
module provides further instructions for execution on the microprocessor to:
generate in a graphical user interface (GUI) on a display a bulletin providing
details of
the activity,
wherein the display is located in a common area of the site associated with
the activity.
31. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 30, wherein the database software
module provides
further instructions for execution on the microprocessor to:
select the display from a plurality of displays based on its profile data and
the activity.
32. The server for identifying and establishing database relationships
among data records in
an electronic database as claimed in claim 20 or claim 21, wherein the
database software

- 32 -
module provides further instructions for execution on the microprocessor to:
update a calendar application for accounts associated with the set of tenant
records with
an entry related to the activity.
33. A server
system for incorporating external data into an electronic database of
buildings
and tenants to identify relationships between the tenants and activities
hosted in the buildings
via instructions executed on the server system, comprising:
a microprocessor;
a memory storage device;
a communication link to a network;
a database software module for providing instructions for execution on the
microprocessor to:
create and maintain a set of tenant records in the electronic database, each
record in the set of tenant records including fields for a name, contact
information, building and interests;
create and maintain a set of building records in the electronic database for
buildings, where records in the set of building records include fields for a
building
name, address and amenities;
create and maintain a set of activity records in the electronic database for
activities, where records in the set of activity records include fields for an
activity
name, organizer, site, participants and activity details;
import activity data from an external social media database in the network
through the communication link and populate the data into a corresponding
activity record in the set activity records;
analyze the electronic database to identify matching tenant records in the set
of
tenant records that match an activity in the set of activity records;
generate and send a first set of electronic notifications to the matching
tenants
using contact information in the matching tenant records, the first set of
notifications relating to the activity;
identify a display terminal of a plurality of display terminals in a building
relating

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to the activity based on a profile associated with the terminal; and
generate and send a broadcast message relating to the activity for display on
the
display terminal at time period before the activity.
34. The server system for identifying and establishing database
relationships among data
records in an electronic database as claimed in claim 33, wherein the database
software
module provides further instructions for execution on the microprocessor to:
create and maintain a set of logistic records for the tenants, the set of
logistic records
being associated with the matching tenant records and containing information
on
activities that those tenants have joined.
35. The server system for identifying and establishing database
relationships among data
records in an electronic database as claimed in claim 33 or claim 34, wherein
the database
software module provides further instructions for execution on the
microprocessor to:
create and maintain a fifth set of records in the electronic database for
tenants, each
record in the fifth set of records including fields for a volunteer activity
associated with an
activity at a building.
36. The server system for identifying and establishing database
relationships among data
records in an electronic database as claimed in claim 33 or claim 34, wherein
the database
software module provides further instructions for execution on the
microprocessor to:
analyze functional dependencies of entities tracked in the electronic
database; and
divide tables in the electronic database into smaller tables that have reduced
redundant
entries based on the functional dependencies to normalizing data in the
electronic.
37. The server system for identifying and establishing database
relationships among data
records in an electronic database as claimed in claim 33 or claim 34, wherein
the database
software module provides further instructions for execution on the
microprocessor to:
assign strong associations amongst entities in the electronic database; and
assign weak associations amongst entities in the electronic database, where a
weak
association is dependent on a strong entity in the electronic database.

- 34 -
38. The server system for identifying and establishing database
relationships among data
records in an electronic database as claimed in claim 33 or claim 34, wherein
the database
software module provides further instructions for execution on the
microprocessor to:
send the first set of notifications as email messages containing details of an
upcoming
event for the activity having email addresses extracted from the electronic
database from
contact information in the matching tenant records relating to the activity.
39. The server system for identifying and establishing database
relationships among data
records in an electronic database as claimed in claim 33 or claim 34, wherein
the database
software module provides further instructions for execution on the
microprocessor to:
update the matching tenant records with attendance information following an
event time
associated with the activity.
40. The server system for identifying and establishing database
relationships among data
records in an electronic database as claimed in claim 33 or claim 34, wherein
the database
software module provides further instructions for execution on the
microprocessor to:
analyze the matching tenant records against achievement parameters associated
with
the activity;
identify records in the matching tenant records that match the activity in the
electronic
database that also match the achievement parameters;
generate electronic achievement certificates for tenant records that match the

achievement parameters; and
send electronic notifications using contact information for the tenant records
that match
the achievement parameters.
41. The server system for identifying and establishing database
relationships among data
records in an electronic database as claimed in claim 40, wherein the database
software
module provides further instructions for execution on the microprocessor to:
print the electronic achievement certificates.
42. The server system for identifying and establishing database
relationships among data
records in an electronic database as claimed in claim 33 or claim 34, wherein
the database

- 35 -
software module provides further instructions for execution on the
microprocessor to:
update a calendar application for accounts associated with the set of tenant
records with
an entry related to the activity.

Description

Note: Descriptions are shown in the official language in which they were submitted.


CA 02804301 2013-01-31
SYSTEM AND METHOD FOR TRACKING AND IDENTIFYING INTERESTS AMONG
TENANTS FOR FOSTERING COMMUNITY RELATIONSHIPS
FIELD OF DISCLOSURE
[001] The disclosure is related to a system and method for identifying,
managing and linking
persons with activities, actions and acts and generating and distributing
information, reports and
notices related to such activities. In particular, the disclosure provides a
system and method for
identifying, managing and linking tenants with one or more activities
conducted at a residential
building to foster relationships among tenants in the building as a community.
BACKGROUND
[002] Databases and social networks exist that track groups for persons
having defined
common interests. For tenants in an apartment building, social dynamics with
the other tenants
and administrative issues with the building management and facilities render
current meeting
facilities, like social networks, incomplete.
[003] There is a need for a system and method which addresses deficiencies
in prior art.
SUMMARY OF THE DISCLOSURE
[004] In a first aspect, a method for managing relationships among records
in a database of
building and tenants is provided. The method comprises: creating and
maintaining a first set of
records in the database for tenants, each record in the first set of records
including fields for a
name, contact information, building and interests; creating and maintaining a
second set of
records in the database for buildings, records in the second set including
fields for a building
name, address and amenities; creating and maintaining a third set of records
in the database for
activities, records in the third set including fields for an activity name,
organizer, site,
participants and activity details; analyzing the database to identify a set of
tenant records in the
first set of records that match an activity in the third set; and generating
and sending
notifications using contact information in the set of tenant records relating
to the activity.
[005] In the method, the notifications may be email messages containing
details of an
upcoming event for the activity having email addresses extracted from the
database from the
contact information in the set of tenant records relating to the activity.
Notifications may also be
made via a landlord-provided electronic tablet.
DOCS 12173053v1

CA 02804301 2013-01-31
- 2 -
[006] The method may further comprise updating the set of tenant records
with attendance
information following an event time associated with the activity.
[007] The method may further update a calendar application for accounts
associated with
the set of tenant records with an entry related to the activity.
[008] The method may further comprise: analyzing the database to identify
members in the
set of tenant records that have achieved participation levels for the
activity; and generating and
printing certificates for the members in the set having information in the
certificates extracted
from the records of the members in the set of tenant records.
[009] The method may further comprise: analyzing the set of tenant records
that match the
activity in the database for a newly associated record that is now associated
with the activity;
generating and printing a membership card; and sending a notification of the
membership using
contact information in the newly associated record.
[0010] The method may further comprise: analyzing the set of tenant records
that match the
activity in the database against achievement parameters associated with the
activity; identifying
records in the set of tenant records that match the activity in the database
that match the
achievement parameters; generating and printing achievement certificates; and
sending
notifications using contact information in the set of tenant records relating
to the activity.
[0011] The method may further comprise updating the records in the set of
tenant records
that match the achievement parameters with details of the certificates.
[0012] The method may further comprise generating in a graphical user
interface (GUI) on a
display a bulletin or an electronic tablet (perhaps provided by the landlord)
providing details of
the activity, wherein the display is located in a common area of the site
associated with the
activity.
[0013] The method may further comprise receiving an electronic message from a
tenant in
the set of tenant records that match the activity relating to the activity
containing information
about the tenant and the activity; and updating the database to include the
information about the
tenant for the activity.
[0014] The method may further comprise: creating and maintaining a fourth set
of records in
the database for potential tenants, each record in the first set of records
including fields for a

CA 02804301 2013-01-31
- 3 -
name, contact information, building and desired building; analyzing the
database to identify a
set of potential tenant records in the fourth set of records that match an
available unit in the
second set; generating and sending credit requests using contact information
in the set of
potential tenant records to a credit agency; and generating and sending
notifications and draft
agreements using contact information in the set of potential tenant records
relating to the
available unit.
[0015] In a second aspect, a server for managing relationships among records
in a database
of building and tenants is provided. The server comprises: a microprocessor; a
memory
storage device; a first communication link to a database; a second
communication link to a
network; and a database software module for providing instructions for
execution on the
microprocessor. The instructions are to: create and maintain a first set of
records in the
database for tenants, each record in the first set of records including fields
for a name, contact
information, building and interests; create and maintain a second set of
records in the database
for buildings, records in the second set including fields for a building name,
address and
amenities; create and maintain a third set of records in the database for
activities, records in the
third set including fields for an activity name, organizer, site, participants
and activity details;
analyze the database to identify a set of tenant records in the first set of
records that match an
activity in the third set; and generate and send notifications using contact
information in the set
of tenant records relating to the activity.
[0016] In the server, the database software module may provide further
instructions for
execution on the microprocessor to send the notifications as email messages
containing details
of an upcoming event for the activity having email addresses extracted from
the database from
the contact information in the set of tenant records relating to the activity.
[0017] In the server, the database software module may provide further
instructions for
execution on the microprocessor to update the set of tenant records with
attendance information
following an event time associated with the activity.
[0018] In the server, the database software module may provide further
instructions for
execution on the microprocessor to: analyze the set of tenant records that
match the activity in
the database against achievement parameters associated with the activity;
identify records in
the set of tenant records that match the activity in the database that match
the achievement
parameters; and generate and print achievement certificates and sending
notifications using

CA 02804301 2013-01-31
- 4 -
- contact information in the set of tenant records relating to the
activity.
[0019] In the server, the database software module may provide further
instructions for
execution on the microprocessor to update the records in the set of tenant
records that match
the achievement parameters with details of the certificates.
[0020] In the server, the database software module may provide further
instructions for
execution on the microprocessor to generate in a GUI on a display a bulletin
providing details of
the activity, wherein the display is located in a common area of the site
associated with the
activity or on an electronic tablet.
[0021] In the server, the database software module may provide further
instructions for
execution on the microprocessor to update a calendar application for accounts
associated with
the set of tenant records with an entry related to the activity.
[0022] In other aspects, various combinations of sets and subsets of the above
aspects are
provided.
DESCRIPTION OF THE DRAWINGS
[0023] Embodiments of the present disclosure will now be described, by way of
example only,
with reference to the accompanying drawings, in which:
[0024] FIG. 1A is schematic diagram of exemplary classes of entities relating
to one or
more multi-dwelling units that are tracked and managed by a server
according to an embodiment;
[0025] FIG. 1B is schematic diagram of exemplary classes relating to
one multi-dwelling
units tracked and managed the server in Fig. 1A;
[0026] FIG. 2 is an organizational chart of exemplary relationships
managed by the server
shown in Figs. 1A and 1B of an embodiment;
[0027] FIG. 3 is a block diagram of exemplary relationships defined
among some entities
as managed by the server of Figs. 1A and 1B of an embodiment;
[0028] FIG. 4 is an entity-relationship diagram showing
relationships among the entities
and their attributes for some of the entities as managed by the server of
Figs. 1A and 1B of an embodiment;

CA 02804301 2013-01-31
- 5 -
[0029] FIG. 5 is a block diagram of an exemplary tenant table in a database
as managed
by the server of Figs. 1A and 1B according to an embodiment;
[0030] FIG. 6 is a block diagram of an exemplary activity table in a
database as managed
by the server of Figs. 1A and 1B according to an embodiment;
[0031] FIG. 7 is a block diagram of an exemplary logistics table in a
database as
managed by the server of Figs. 1A and 1B according to an embodiment;
[0032] FIG. 8A is a block diagram of a first part of an exemplary volunteer
activity table in a
database as managed by the server of Figs. 1A and 1B according to an
embodiment;
[0033] FIG. 8B is a block diagram of a second part of the volunteer
activity table from Fig.
8A;
[0034] FIG. 9 is a flow chart of a search process operating on the server
of Figs. 1A and
1B according to an embodiment;
[0035] FIG. 10 is a schematic diagram of an output of a graphical user
interface (GUI)
generated on a display of a computer accessing a database managed by
the server of Figs. 1A and 1B according to an embodiment; and
[0036] FIG. 11 is a block diagram of components of the server of Figs. 1A
and 1B
according to an embodiment.
DETAILED DESCRIPTION OF EMBODIMENTS
[0037] The present disclosure is directed to providing systems, methods and
devices to
enable communities of people, such as tenants and managers for one or more
apartment
buildings, to create, manage and track activities, clubs, societies, groups,
notices, events,
vacancies and other activities. A feature of an embodiment implements aspects
of a match-
making system and facilitates creation of stronger communities in the setting
of such
communities by bringing people together in a real, physical groups and
communities within a
multi-unit dwelling.
[0038] One aspect of an embodiment provides a database management system for
identifying common interests of tenants in one or more multiple-unit dwelling
(herein referred to

CA 02804301 2013-01-31
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as apartments or dwellings) with activities, clubs, associations, groups,
societies, events of
clubs, organizations, committees and other groups associated with one or more
such dwellings
to foster community relationship(s) in the dwellings. An embodiment provides
additional
features for management of the one or more dwellings.
[0039] Referring to Fig. 1A, system 100a shows an exemplary set of groups of
entities that
have one or more association with one or more other groups in the system. The
entities include
persons 102, activities 104, buildings 106 and amenities 108. Additional or
less entities may be
provided in other embodiments. A given entity may be divided into two or more
sub-entities.
Entities within a group of entities share at least one characteristic that
defines the group. For
example, members in the group of persons 102 are any set of people, related or
unrelated. For
the sake of illustration, some exemplary entities in exemplary groups are
shown. First, in the
group of persons 102, persons 102a are defined as people living at
residence(s) that have a
common certain postal code and persons 102b are defined as people in a certain
age
demographic. Members in the group of persons 102 may be any set of people,
related or
unrelated. Next in the group of activities 104, social dinners 104a, book club
meetings 104b
and tennis ladder 104c are provided. Next, in the group of buildings, building
106a is a first
apartment building operated by a landlord at a first location and building
106b is a second
apartment building operated by the landlord at a second location. Finally for
the group of
amenities 108, subway station 108a, public elementary school 108b, shopping
plaza 108c and
park 108d are presented. These and other amenities may be associated with a
particular
building or within a defined proximity (or range of proximities) to a
building. As such, an amenity
may be associated with one or more buildings and may have differing
association "strengths"
with several buildings.
[0040] Server 110a tracks, manages, links and analyzes the status of members
of a group of
entities and their relationships with other members of within that group and
with other
member(s) in other groups of other entities according to an embodiment.
Relationships
between entities may be one directional or bi-directional. Relationships may
be established
between one entity and another entity (e.g. one-to-one - 1:1), one-to-many
(1:N), many-to-one
(N:1) and many-to-many (N:M). These relationships follow known relational
database
constructs and naming conventions. Association strengths may be assigned for
such
relationships among entities and differing association strengths may be
provided for one entity
for its associations with other entities.

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[0041] For an embodiment, server 110a maintains a database to track and manage

relationships among the entities in the groups. Analysis of the contents of
the database may
reveal additional relationships among the entities. In one embodiment, the
database is
organized as a relational database. One exemplary relational database is
provided in Microsoft
Access (trade-mark), a commercial software application package. A database
system using
SQL may also be deployed for an embodiment.
[0042] In an exemplary implementation of an embodiment for a tenant-building
environment a
database is provided that tracks records of tenants, potential tenants,
building(s), amenities for
the building(s) and activities associated with the building(s). These records
are typically stored
as tables in the database and relationships among the records are identified
through an analysis
of the database. Exemplary details on some records are provided.
[0043] A first type of record is a building record. The contents of a building
record include
various functional and operational details about a particular building. Table
A below is an
exemplary record for a building:
Table A
Field Value
Name Boardwalk Apartments
Address 1 Boardwalk Street
Calgary, AB
BuildingID 001
Owner Building Corp.
Superintendent Jim Smith
Features Pool, 3 Tennis courts,
underground parking 2 levels
Bachelor / Vacancies 20 units / 1
1 Bedroom / Vacancies 25 units / 2
2 Bedroom / Vacancies 30 units / 2
3 Bedroom / Vacancies 25 units / 1
Other/Vacancies 10 units/ 1
Parking Spots / Vacancies 100 / 10
Update date Dec. 01, 2012

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_
More or less fields can be provided to describe a building. Fields may or may
not be populated
for a given building.
[0044] A second type of record is a tenant record. The contents of the tenant
record include
various biographical information about a particular tenant. Table B below is
an exemplary
record for a tenant:
Table B
Field Value
Last Name Jones
First Name David
TenantID 0005
Email djones@email.com
Phone No. 403-555-1212
Address Unit 15 -
1 Boardwalk Street
Calgary, AB
Associated residents Mary (wife)
Peter (son)
Pets none
Tenant since 2008
Special Needs Sight dog
Interests Tennis
===
Miscellaneous
Income $60K
Rental Payment History Good
Update date Dec. 01, 2012
=== ===
More or less fields can be provided to describe a tenant. Fields may or may
not be populated
for a given tenant. For one embodiment both the tenant and the administrator
may review and
make changes to values in the tenant's record. However, some administrative
fields may not be
accessed by the tenant and may not be shown or amended by the tenant.
Exemplary
administrative fields, where access is restricted, are shown beneath the
dashed line in Table B.
[0045] A logistics record is a fourth type of record and for an embodiment a
logistics record is

CA 02804301 2013-01-31
.
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associated with a tenant record. The contents of a logistics record provide
information and links
to one or more activities that the associated tenant has joined. Table C below
is an exemplary
record for logistics for a tenant:
Table C
Field Value
Last Name Jones
First Name David
TenantID 0005
Activities Tennis
Availabilities Tuesdays
Notification Preference Email, telephone, building mail
Update date Dec. 01, 2012
[0046] A fourth type of record is an activity record. The contents of an
activity record identify
various features about an activity that is associated with a building. Table D
below is an
exemplary record for an activity:
Table D
Field Value
Activity Tennis club
Activityl D 0003
Tenant Jones, David
Site for Activity Boardwalk Apartments, Tennis
Court A
Available Every Monday 6-8 PM
April ¨ October
Email Notifications to members Yes
Text Notifications to members No
Award Designations Attendance at 5 meetings
Club champion
Update date Sept. 30, 2011
More or less fields can be provided to describe parameters that the tenant may
have for an
activity.
[0047] A fifth type of record is a volunteer record. A volunteer record is
used to track

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volunteer activities associated with a building. A volunteer record identifies
its associated
activity, its organizer(s), its location(s), its meeting time(s) and other
parameters. A volunteer
records may be associated with one or more activities (of tenants). The
contents of a volunteer
record identify various features about a volunteer position that is associated
with an activity.
Table E below is an exemplary record for a volunteer:
Table E
Field Value
Activity Tennis club
Lead Organizer Jones, David
VolunteerlD 0017
Meetings Every Mon., Wed. and Fri. from
6-8PM
Awards Club Champion, perfect
attendance
Duties Book Tennis courts, weekly,
update tennis ladder
Update date Dec. 01, 2012
More or less fields can be provided to describe activities of a volunteer
activity.
[0048] A sixth type of record is an amenity record. The contents of an amenity
record identify
various amenities, features and services that are associated with a building.
Amenities may
include publicly accessible services such as transit stations, shopping malls,
parks, schools,
public swimming pools, etc. Amenities may include facilities located within
the building (e.g.
pools, squash courts, exercise rooms, etc.). Table F, below is an exemplary
record for an
amenity:
Table F
Field Value
Amenity Subway Station ¨ Main
AmenitylD 0007
Address 100 Main Street
Associated with Boardwalk Apartments
Main Street Apartments
Miscellaneous Open 24 / 7

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= [0049] A seventh type of record is a potential tenant record. A potential
tenant record tracks
items about applicants whom have submitted residential applications to a
building, but have not
been provided with a residence in the building. The reasons can be for lack of
an appropriate
opening, a bad credit rating or other reason(s). Table G below is an exemplary
record for a
potential tenant:
Table G
Field Value
Last Name Smith
First Name Peter
ApplicantID 00101
Email psmith@email.com
Phone No. 403-555-2121
Current Address 10 Main Street,
Calgary AB
Desired Building 1 Boardwalk Street
Calgary, AB /
2 bedroom
Associated residents Jane (wife)
Helen (daughter)
Pets None
Applicant since 2008
Special needs Wheelchair access
Interests Tennis
Miscellaneous
Income $60K
Credit Rating Fair
Notify when unit becomes Yes
available?
It will be seen that a record for a potential resident shares many fields with
a record for an actual
resident. For one embodiment both the potential tenant and the administrator
may review and
make changes to values in the tenant's record. However, some administrative
fields may not be
accessed by the potential tenant and may not be shown or amended by the
potential tenant.
Exemplary administrative fields are shown beneath the dashed line in Table G.

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[0050] An eighth type of record is a building service record. A building
service record tracks
items about a building that its residents may need to be advised of (e.g.
monthly meetings,
announcements, service advisories, repairs, etc. Table H below is an exemplary
record for a
building service record:
Table H
Field Value
Activity Underground garage cleaning ¨
Level 1
BuildingID 0003
Administrator Jim Smith
Activity Clean Level 1 parking spots
Date Monday Feb. 1
Email Notifications to tenants Yes
Update date Sept. 30, 2011
[0051] It will be appreciated that other records, including records based on
combinations of
aspects of the above noted records may be used.
[0052] Additional entities can be provided in other embodiments. Different
entities can be
used in other database systems. For example, in a different embodiment, an
activity record can
be modified and used to reflect activities that are available to a site (akin
to a volunteer activity
record per Table D) and a volunteer activity record may be modified and used
to reflect specific
activities managed by an organizer of an activity (supplementing the above-
noted volunteer
activity record per Table D). For examples presented herein, the activity and
volunteer activity
records provide features and functions as described in the Tables above.
[0053] An embodiment tracks data related to the entities in a database and
permits reports to
be generated based on an analysis of the database records. Various users may
access the
database. A user may be a tenant, an administrator of an activity, an
administrator of a building,
a potential tenant, a credit agency or another person. To populate specific
records for entities
an embodiment generates a series of graphical user interfaces (GUIs) on a
display for a
terminal accessed by a user. Exemplary terminals include computer-based
devices, such as
laptop computers, desktop computers, smart phones, tablet devices and simple
terminals. The
terminal accesses the database and the database management system. The GUI
permits a

CA 02804301 2013-01-31
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particular user with appropriate access rights to update, view and get
information from the
database using the database management system to generate queries to the
database and
post results to the GUI. Separate accounts may be associated with one or more
of the tenants,
organizers and administrators so that different levels of access (e.g. read
only certain records,
read / write access) can be provided to different accounts.
[0054] For example, using a data entry GUI provided by an embodiment, a tenant
may
access parts of his record and enter/update contact information in his
corresponding tenant
record. Some fields may be associated with a tenant's record may not be
accessible by the
tenant. For example, the record may also include current and past rental
rates, payment
history, credit reports, complaint reports and other administrative
information or confidential
information tracked by the landlord.
[0055] Through the data entry GUI, a tenant may provide input to the database
details of
hobbies, sports, clubs, games, volunteer activities, needs, accessibility
issues and other
information, as tracked in his activity table record. Upon completion of his
activity record, the
system links that tenant's activity record to that tenant's tenant record
through the TenantID
foreign key.
[0056] Through the data entry GUI, an administrator of a club may access the
club's account
and create / modify its volunteer activity record to provide details regarding
its organization,
needs, meeting times, locations and other administrative information. For
example, the
administrator may provide data for a date, time, organizer contact,
activities, address, phone
number and email address relating to the activity. The database generates a
unique
VolunteeractID for the club's entry, which is linked to the activity table by
the ActivitylD.
[0057] Through the data entry GUI, interested applicants (i.e. potential
tenants) who do not
currently reside in a building may also utilize the system. A potential tenant
can have a record
created by him or the administrator that includes his contact information and
other details similar
to a resident tenant's record. However, additional information such as
references, income,
desired number of rooms, desired number of washrooms, other facility
requirements and
amenity requests may also be entered and tracked. The system may also track
current
vacancies, wait lists and other occupancy-related and facility-related data
for the building (and
other buildings) and periodically run a query to determine if any current
vacancy matches a
request for a residence from a potential tenant. The matching criteria may be
that the available

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-
unit matches the exact parameters for a desired unit and any associate
amenities (e.g. parking,
south facing windows, storage facilities, etc.). Alternatively, the system may
provide alternatives
that match or come close to matching one or more of the parameters.
[0058] Now, further detail is provided on linkages and associations defined
and generated
among records of the entities in the database for an embodiment. An embodiment
provides
facilities to establish, maintain and change relationships among the entities.
Specific
relationships allow an embodiment to analyze and identify associations among
entities, action
items for a particular entity and to identify and provide other information
and details.
[0059] For an embodiment, a database notation is employed to assist in
identifying properties
of a record. In the notation, the primary key of an entity is underlined.
Following this notation,
the entities may be described as follows:
= a tenant entity may be described as tenant (TenantID, First name, Middle
initial, Last
name, Building, Address, City, etc.);
= an activity entity may be described as activity (ActivitvID, TenantID,
Hobbies, Sports,
Clubs, Games, Volunteer Activity, etc.);
= a logistics entity may be described by logistics (LogisticsID,
ActivitvID, Time, Meeting
Place, Phone Number, Email Address, etc.); and
= a volunteer Activity entity may be described as volunteer activity
(VolunteerActID,
ActivitvID, Date, Time, Organization, Activity, Address, Phone Number, Email
Address,
etc.).
[0060] As noted earlier, an entity may be assigned with an association
strength for its
relationship with another entity. One configuration provides "strong" and
"weak" associations.
Other different strength may be provided. In the embodiment, the activity
entity is defined as a
weak type as it is dependent on a strong entity for its existence, which in
this case is the tenant
entity. As such, for an activity entity, two attributes are underlined - the
activity partial key and
the tenant owner key. As such, the primary key of the activity entity is a
concatenated key, per
database constructs. Similarly, for an embodiment, the logistics entity is
defined as a weak
entity because it is dependent on the activity entity. For the present
embodiment, the volunteer
activity entity is also a defined as a weak entity, as it is dependent on the
activity entity.
[0061] Since weak entities typically require an attribute from a strong entity
to create a
primary key, no single one of their attributes is unique. The primary key for
weak entities

CA 02804301 2013-01-31
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-
= typically consists of two (or more) attributes, so any attribute by
itself is designated as a partial
key. For example, VolunteerActID is a partial key of the volunteer activity
entity.
[0062] For the present example, the primary keys for the entities are selected
as: TenantID,
LogisticsID, ActivitylD and VolunteeractID. The foreign keys are: TenantID,
LogisticsID and
ActivitylD. Other embodiments can select other primary and foreign keys. As
the foreign keys
are fields in two tables each, they make the relationships feasible. It is
noted that a foreign key
follows referential integrity, where each value in a foreign key field exists
as a value in the
primary key field of the table that is being referred to. In many instances,
for 1:N and N:1
relationships, the key field from the class at the one end is added as a
foreign key in the class at
the "N" (i.e. the "many") end. In this configuration, the foreign key in the
activity table is
TenantID, which is identified from the tenant entity.
[0063] For an entity, once its relationships are defined, data types for its
fields may be set. A
field generally can be defined as text, number, date/time, currency or
miscellaneous. An field
automatic fill feature for a field identifier may be implemented, depending on
the facilities
provided by the underlying database software.
[0064] Now further details of an exemplary embodiment in operation are
provided. Referring
to Fig. 1B, system 100b is a system of groups from Fig. 1A showing an
exemplary organization
of entities that can be tracked by an embodiment. Tenants in group 102a are
defined for this
example, as people living at building 106a. As such, tenants collectively have
an N:1
relationship with a building 106a. One or more persons in group 102a may
belong to one or
more activities 104, such as book club meetings 104b and / or tennis ladder
104c. As such,
each person may have multiple N:1 relationships with none, one or more
activities 104. It is an
N:1 relationship for the each person to the activities as an activity may be
associated with
several persons. Building 106a may be a host to one or more activities 104. As
such, building
106a may have multiple N:1 relationships with none, one or more activities
104. It is an N:1
relationship for the building to the activity as an activity may be associated
with several
buildings. Building 106a may be associated with one or more amenities 108, by
proximity or
otherwise, such as school 108b and shopping mall 108c. As such, building 106a
may have
multiple N:1 relationships with none, one or more amenities 108. It is an N:1
relationship for the
building to the amenities as an amenity may be associated with several
buildings (e.g. the
amenity may be close to several buildings). Relationships between entities as
described above
can be varied to depending on specific characteristics of one or both of the
entities. As such, a

CA 02804301 2013-01-31
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relationship between two entities may be any of 1:1, N:1, 1:N or N:M.
[0065] With high level details of exemplary relationships among entities
described for an
embodiment, Figs. 2-4 show additional details of aspects of a database managed
by an
embodiment, showing an exemplary interaction of selected records from selected
tables
described above. Layout 200 shows an organization of entities for a database
that tracks four
entities, tenants 202, activities 204, logistics 206 and volunteer activities
208, each entity having
a set of attributes 210. Entities are linked by relationships 212. For the
present example, a
relationship between two entities is either a 1:N or N:1 relationship. Layout
200 shows that one
tenant may be associated with one or many activities, while one activity may
be associated with
one or many logistical possibilities. Further, one activity may be associated
with one or many
volunteer activities.
[0066] In particular, layout 200 showing interactions and relationships
between the entities
and their attributes. Layout 200 shows tenant 202 which is linkable to
activity 204, which is
linkable both to logistics 206 and to volunteer activity 208. Links between
two entities are
shown via relationship connectors 212.
[0067] Properties of an entity are illustrated by its geometric shape. In Fig.
2, weak entities
and relationships are shown in double-boxes. Relationships between entities
are shown in
diamonds. Attributes are symbolized by circles. Arrows 214 link two entities
together and show
a level of participation between the source entity (at the base of arrow 214)
and the destination
entity (at the head of arrow 214). An arrow also indicates any participation
constraint existing
between two entities that it connects. A double line for the arrow indicates
full participation
between the entities and a single line for the arrow indicates partial
participation. Multi-valued
attributes are shown in double concentric circles or ovals.
[0068] Figs. 3 and 4 show exemplary relationships provided among Tenants,
Logistics,
Activities and Volunteer Activities. In Fig. 3, tables 302, 304, 306 and 308
contain fields for data
for tables relating to a tenant, a logistic, an activity and a volunteer
activity, respectively. The
tables are shown to be linked by characteristics, dependencies and inclusions
as shown. Other
relationship can be established (e.g. table 310 shown the relationship links
amongst the entities
(as N:1 and 1:N relationships noted earlier).
[0069] In Fig. 4 diagrammatic relationships provided among tenants, logistics,
activities and
volunteer activities are shown in graph 400. Therein records for tenants 402,
Activities 404,

CA 02804301 2013-01-31
=
- 17 -
volunteer activities 406 and logistics 408 are shown, representing an
additional view of
relationships of entities shown in Figs. 2 and 3.
[0070] As noted earlier, data types for fields of a record are provided. While
some values for
some fields are populated by external data (e.g. as provided through an input
data entered to a
GUI or imported from an external source to system 110b, other data may be
populated by the
system. One embodiment designates that the primary key for each table is
defined as an
autonumber data type (when a Microsoft Access database or an SQL database is
used). In one
embodiment the software automatically populates the key field with a unique,
sequential number
for each entry, where each new record is automatically enumerated with a
unique identification
number in the primary key. The foreign key in one embodiment may be designated
as a
number type. This designation is suitable since the foreign key creates the
relationship and its
value is dependent upon the primary key of the entity that is on the one side
of the 1:N
relationship. Once the relationships are created, the foreign key may be typed
as a number.
One embodiment designates the remaining fields as text or a date.
[0071] In an embodiment, data redundancy is reduced by creating the
relationships, so that
when a field of a record is changed, the change is reflected in a table with
the same attribute.
An administrator may implement changes to the attribute, such as deleting or
amending
characteristics of an activity or social function.
[0072] An embodiment also provides database normalization by organizing the
fields and
tables of the database in an arrangement that attempts to minimize redundancy
and
dependency among the fields. One form of normalization applied to an
embodiment divides
large tables into smaller tables that have reduced redundant entries in order
to isolate data so
that additions, deletions and modifications of a field are provided once in
one table with the
results propagated through the rest of the database via the relationships.
[0073] For an embodiment, normalization is provided by analyzing functional
dependencies of
entities tracked in the database. For the present example, the TenantID field
determines
tenant's first name, middle initial, last name, building and city. The
ActivitylD field and the
TenantID field determine a tenant's hobbies, sports, clubs, games, volunteer
activities and any
other interests that are deemed worthy to be tracked by an embodiment. The
LogisticsID field
and the ActivitylD field determine the time, meeting place, phone number and
email address
fields. Lastly, the VolunteerlD and ActivitylD fields determine the date,
time, organization,

CA 02804301 2013-01-31
= - 18
activities, address, phone number and email address fields. As such, for one
system, the key
fields functionally determine all the other fields in the table.
[0074] Now with structural and design features of a database system as
provided by server
110b disclosed, further features of an embodiment are described through an
exemplary
database and server 110b. Referring to Fig. 1B, server 110b is managing a
database. In one
embodiment, ad administrator in management office for the building, such as a
landlord or his
proxy, has supervisory controls for the database.
[0075] Figs. 5-7, 8A and 8B are snapshots of exemplary entries in the database
for a dataset
of ten tenants for an apartment building are provided. The views of Figs. 5-8A
and 8B provide
GUIs for allowing text and data to be input into the system.
[0076] Fig. 5 shows tenant table 500 showing 10 tenant records in columns 502
for exemplary
tenants at several building in several cities. Once a tenant starts to type
his first name into table
500, then system 110b may generate a unique TenantID for the user's record.
The tenant then
may continue to enter additional contact and historical data across the row
for his record.
[0077] Fig. 6 shows activity table 600 showing 10 activity records for
activities in columns 602
that are managed by the system. In an example, when data for a Tenant table
(Fig. 5) is
entered, data for activity table 600 may be completed. In table 600, an
indication is provided
that activity table 600 includes a foreign key, indicating a link to tenant
table 500. Since it is a
foreign key, in order to complete the row for the given entry, the TenantID
allotted to the related
tenant in tenant table 500 needs to be provided in the corresponding cell in
table 600 for that
tenant record to complete and link the activity record to the tenant record in
table 500. Once the
data in entered, the system may generate a unique ActivitylD for the user
record. After the
proper TenantID is provided, data for the rest of the tenant record may be
provided. Data for
some fields may be provided from other (automated) sources (e.g. from cross
references from
the building administration records).
[0078] Fig. 7 shows logistics table 700 showing 10 logistics records for
exemplary logistics in
columns 702 for activities managed by the system. After data is provided to
activity table 600,
data may be provided to complete logistics table 700, where data relating to a
tenant's
availability, restrictions and qualifications on participating in the listed
activities may be entered
or provided. Logistics table 700 shows a various fields that may be completed
or may need to
be completed. In table 700, an indication is provided that activity table 600
includes a foreign

CA 02804301 2013-01-31
= - 19 -
= key, indicating a link to activity table 600. As such an ActivitylD needs
to be provided to
complete and link the logistics record to the activity record in table 600.
Additional data may be
requested to be entered, such as the date of entry and contact information.
Data for some fields
may be provided from other (automated) sources.
[0079] Figs. 8A and 8B show partial view table 800A and 800B (collectively
provided as a
single table 800) showing 10 volunteer activities records for exemplary
volunteer activities for
activities in columns 802A managed by the system. In one embodiment, tables
800A and 800B
are accessed by administrators of volunteer organization for the related
volunteer activities.
Table 800A shows a first portion of a record of volunteer table 800. Table
800A provides a GUI
for entry of data and information regarding its services, opportunities for
volunteers, needs,
meetings, awards, membership and other organizational information. In order to
link table 800
to activity table 600, a foreign key allotted to a related activity in
activity table 600 must be
provided to table 800. For one embodiment, as the present volunteer activity
will be linked to an
activity noted by the ActivitylD, the entry in volunteer activity table 800
will provide information
for opportunities that are compatible with a tenant. This arrangement assists
in reducing
superfluous records. Once the ActivitylD information is provided, then system
100b generates a
unique VolunteeractID for the record. Data relating to remaining fields in the
record may be
provided by entry by an administrator or from other (automated) sources.
Filling in the fields
should be straight forward and this is facilitated by the appearance of a
calendar, which the user
encounters when he gets to the Date field. An embodiment may create, access
and modify
data for calendar entries associated with events for activities tracked by an
embodiment.
[0080] Data for the tables 500-800 noted above may be provided in part through
data entered
by a user at a terminal accessing the system and in part through automated
data queries and
responses by the system to additional databases (not shown).
[0081] Now, further details are provided on some database analysis algorithms
as provided
by an embodiment.
[0082] Referring to Figs. 9 and 10, further details are provided on exemplary
algorithms as
provided by an embodiment. As previously indicated an exemplary embodiment
provided a
relational database that is managed, maintained and accessed using Microsoft
Access (trade-
mark) or other SQL database systems. Fig. 9 shows algorithm 900 outlining
basic processes in
updating one or more records in a database and then generating reports using
the database.

CA 02804301 2013-01-31
- 20
Process 900 begins at start process 902. Next at process 904, data relating to
various records
and table (such as those described for Figs. 5-7 and 8A and 8B) is entered or
populated to the
database. Next at process 906, correlations among the records and inquiries
are generated.
[0083] Finally at process 908 a report is generated and actions are conducted
based on the
results. The results identify matches among activities and users and generate
tables of results,
which can be accessed, formatted and presented in various GUIs on terminals.
The report can
provide visual outputs of when activities are being provided. Also, the GUIs
may provide an
interface (such as a radio button) to allow a viewer of a GUI to initiate some
type of action or act
related to the activity. Actions can include generation and sending of
electronic notices (e.g.
emails, text messages, pre-recorded voice mail messages) to selected
recipients at specific
times when one or more conditions related to the results is triggered. For
example, for potential
tenants that are newly matched to a newly available unit using system 110b, an
email may be
sent to the applicant, an icon may be generated in a GUI on an electronic
tablet or web page
GUI interface, a credit score request relating to the applicant may be
generated and sent to a
credit agency and a customized residential tenancy agreement may be created
from a template
using data relating to the applicant and the agreement may be printed and an
electronic version
may be sent to the applicant via email. Actions by the recipients (e.g.
confirmation of
attendance at a meeting or offers to take responsibility for a duty for a
meeting (e.g. setup room,
take minutes, etc.). The GUI may provide a pre-populated list of tasks that
still need to be
assigned to person and / or may provide a text box allowing a user to provide
a description of an
offered service for the meeting. Details on the prepopulated task and other
administrative
features are stored in the database. For example, for a volunteer activity,
when a related event
is about to take place, a notification (such as an email, text message or
voice mail message)
may be generated and sent to a terminal / telephone / email account associated
with the
identified recipient by the system. The recipients may provide responses that
include any
services offered by the recipients. For volunteer clubs, attendance may be
tracked by the
system in order to allow rewards and recognitions to be provided to
individuals when certain
achievements are reached. Updates for data tracked for activities may be
manually entered
through an update GUI or may be incrementally automatically updated from
emails and
messages received by the system from participants. The database may track
specific events
that are worthy of recognition and any required activities to obtain the
recognition (e.g.
attendance at all meetings). The system may track a volunteer's progress
towards such
recognitions, and when the required threshold(s) are met, a custom
certification regarding same

CA 02804301 2013-01-31
- 21 -
populated with the volunteer's name may be generated and printed. Other
outputs and links
may be tracked by an embodiment.
[0084] An embodiment may track other events and trigger conditions to generate
other
outputs. As such for an activity a set of achievement parameters may be set
and records for
members may be updated with information for their progress towards any of the
achievements.
When a goal for an achievement is reached, a notification and certificate may
be generated.
For example, when a new member joins a group, a new membership card may be
automatically
generated and printed with a corresponding email message sent to the new
member, from the
contact information provided to the system. As such, to identify a new member,
an embodiment
may periodically scan the database and analyze the tenant records to find a
set of records that
match the activity and scan the records for a newly associated record that is
now associated
with the activity. Once identified, the system may generate and print a
membership card and
send a notification of the membership to the new member using contact
information in the newly
associated record.
[0085] Further, an embodiment may track conditions set for awarding
certificates to
participants based on a tracked achievement (e.g. such as time of
participation in a group.).
When a volunteer's record indicates that the volunteer has been in the group
for a recognized
period of time (e.g. 1, 2, 5, 10 years, etc.), then a status flag in the
volunteer's record may be
updated and a certificate may be generated for presentation to the volunteer
with details of the
volunteer's achievement (e.g. name, level of service, volunteer group name)
extracted from the
database and automatically populated into a template for the certificate which
then can be
printed. As such, manual tracking of such events is reduced. Similarly, an
embodiment may
track accounting data and generate invoices, statements and other reports
automatically on a
periodic basis (e.g. monthly) after a scan of the records in the database.
[0086] Fig. 10 shows an exemplary GUI 1000 generated on a display accessing an

embodiment where input side 1002 provides fields that can be populated by a
user for a search
query. Once one or more or of the fields are completed, a "search" command may
be activated
by activating action button 1004. Upon activation of the action button, the
embodiment
accesses the database and generates a query based on the information provided
in the fields in
input side 1002. Once results are provided, output information on the results
is provided in
output side 1006. It will be appreciated that other GUIs may be provided
providing more or less
input / output options.

CA 02804301 2013-01-31
- 22 -
[0087] Another feature of an embodiment provides publicly broadcasted
messages. An
embodiment can periodically (e.g. daily or weekly) execute queries against the
database to
identify one or more activities that are scheduled to be held at a specific
building. For the
identified activities, at the building, a separate messaging system is
provided where an
electronic billboard is provided with data for announcements for upcoming
activities identified in
the list. The electronic billboard may be placed in a common area of the
building (e.g. in the
lobby or in the elevators). The messaging system can provide detailed messages
of the
upcoming events (e.g. name of event, location, date, time and organizer).
Additional messages
for the building may be provided (e.g. notices of birthdays, special events,
maintenance issues,
etc.). Events can be tracked and managed data in Building Service Records and
Activity
Records noted above with queries posted to the database to retrieve relevant
building activities
for a given time period. Such notifications and billboard displays can also be
sent to one or
more terminals provided to the tenants in the related building(s). The
embodiment may filter
sending the notifications and billboard information to selected terminal(s)
depending on the
profile of the associated user of the terminal(s) in the system.
[0088] Fig. 11 shows components of an exemplary server 110b as provided by an
embodiment. Server 110b is a typical microprocessor based computing machine
and as such
may be a stand-alone computer, a laptop, a tablet, a server or other computing
devices. Server
110b may be accessed directly at its terminal or remotely through a
communication network.
Server 110b has microprocessor 1102, memory 1104, database software module
1106 (such as
Access) and communication link module 1108. Database software module 1106
generates
GUIs, accepts data and processes it for storage into database 1110, accepts
input for queries in
GUIs (and other sources), generates database queries based on same and
generates reports
and results as described above. Database 1110 stores records accessed by
system 110b and
may be contained within system 110b or may be accessed remotely. Database 1110
stores
records and data relating associations for the tables and relationships
described above. One or
more functions of system 110b may be distributed among several devices.
[0089] It will be appreciated that the modules, processes and other
applications in the
embodiments can be implemented using known programming techniques, languages
and
algorithms. The titles of the modules are provided as a convenience to provide
labels and
assign functions to certain modules. It is not required that each module
perform only its
functions as described above. As such, specific functionalities for each
application may be
moved between applications or separated into different applications. Modules
may be

CA 02804301 2013-01-31
- 23 -
contained within other modules. Different signaling techniques may be used to
communicate
information between applications using known programming techniques. Known
data storage,
access and update algorithms allow data to be shared between applications.
[0090] As used herein, the wording "and / or" is intended to represent an
inclusive-or. That is,
"X and / or Y" is intended to mean X or Y or both.
[0091] Although the disclosure has been described with reference to certain
specific
embodiments, various modifications thereof will be apparent to those skilled
in the art without
departing from the scope of the disclosure as outlined in the claims appended
hereto.

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Administrative Status

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Administrative Status

Title Date
Forecasted Issue Date 2017-10-03
(22) Filed 2013-01-31
(41) Open to Public Inspection 2014-07-31
Examination Requested 2014-12-24
(45) Issued 2017-10-03

Abandonment History

There is no abandonment history.

Maintenance Fee

Last Payment of $263.14 was received on 2023-11-29


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Payment History

Fee Type Anniversary Year Due Date Amount Paid Paid Date
Application Fee $400.00 2013-01-31
Request for Examination $800.00 2014-12-24
Maintenance Fee - Application - New Act 2 2015-02-02 $100.00 2015-01-08
Maintenance Fee - Application - New Act 3 2016-02-01 $100.00 2015-11-20
Maintenance Fee - Application - New Act 4 2017-01-31 $100.00 2016-12-22
Final Fee $300.00 2017-08-17
Maintenance Fee - Patent - New Act 5 2018-01-31 $200.00 2017-10-11
Maintenance Fee - Patent - New Act 6 2019-01-31 $200.00 2018-11-06
Maintenance Fee - Patent - New Act 7 2020-01-31 $200.00 2019-11-14
Maintenance Fee - Patent - New Act 8 2021-02-01 $200.00 2020-11-02
Maintenance Fee - Patent - New Act 9 2022-01-31 $204.00 2021-12-20
Maintenance Fee - Patent - New Act 10 2023-01-31 $254.49 2022-12-14
Maintenance Fee - Patent - New Act 11 2024-01-31 $263.14 2023-11-29
Owners on Record

Note: Records showing the ownership history in alphabetical order.

Current Owners on Record
KOLIAS, SAM SOTIROS
KOLIAS, HUGH KONSTANTINE
Past Owners on Record
None
Past Owners that do not appear in the "Owners on Record" listing will appear in other documentation within the application.
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(yyyy-mm-dd) 
Number of pages   Size of Image (KB) 
Maintenance Fee Payment 2020-11-02 1 33
Maintenance Fee Payment 2021-12-20 1 33
Maintenance Fee Payment 2022-12-14 1 33
Claims 2016-08-16 6 250
Abstract 2013-01-31 1 21
Description 2013-01-31 23 1,166
Claims 2013-01-31 5 179
Cover Page 2014-08-26 1 37
Claims 2015-07-16 7 250
Drawings 2015-07-16 13 252
Claims 2016-12-21 9 370
Claims 2016-02-12 7 258
Amendment 2017-06-20 36 1,530
Claims 2017-06-20 12 452
Final Fee 2017-08-17 2 70
Cover Page 2017-09-05 1 37
Maintenance Fee Payment 2017-10-11 1 33
Maintenance Fee Payment 2018-11-06 1 33
Office Letter 2016-08-19 1 26
Office Letter 2016-08-19 1 29
Assignment 2013-01-31 2 83
Maintenance Fee Payment 2019-11-14 1 33
Prosecution-Amendment 2014-12-24 4 223
Fees 2015-01-08 1 42
Prosecution-Amendment 2015-02-11 6 349
Amendment 2015-07-16 34 1,223
Examiner Requisition 2015-08-25 9 550
Maintenance Fee Payment 2015-11-20 1 38
Amendment 2016-02-12 21 962
Examiner Requisition 2016-02-25 7 478
Amendment 2016-08-16 2 84
Prosecution-Amendment 2016-08-16 28 1,464
Examiner Requisition 2016-09-01 6 361
Amendment 2016-12-21 24 1,086
Fees 2016-12-22 2 69
Examiner Requisition 2017-02-22 6 287
Maintenance Fee Payment 2023-11-29 1 33