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Management of corporate entities

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Management of corporate entities


Systems and methods are provided to facilitate corporate entity management. According to some embodiments, a user interface is provided including an entity selection area allowing selection of at least one corporate entity from a plurality of corporate entities, and a plurality of selectable elements, each of the selectable elements being selectable to cause presentation of an associated area, wherein an area associated with each of the plurality of selectable elements presents information relating to the at least one corporate entity and to the associated selectable element.

Browse recent Goldman, Sachs & Co. patents - New York, NY, US
Inventors: Thomas B. Zingale, Stacy Lyons, James B. McHugh, Jean Boulet
USPTO Applicaton #: #20120290986 - Class: 715841 (USPTO) - 11/15/12 - Class 715 
Data Processing: Presentation Processing Of Document, Operator Interface Processing, And Screen Saver Display Processing > Operator Interface (e.g., Graphical User Interface) >On-screen Workspace Or Object >Menu Or Selectable Iconic Array (e.g., Palette) >Sub-menu Structure

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The Patent Description & Claims data below is from USPTO Patent Application 20120290986, Management of corporate entities.

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CROSS REFERENCE TO RELATED APPLICATIONS

This application claims priority to Provisional Application Ser. No. 60/401,285, filed Aug. 6, 2002 and entitled “Management of Corporate Entities”.

FIELD

The present invention relates to the management of corporate entities. In particular, the present invention relates to efficient management of information relating to a plurality of interrelated and/or unrelated corporate entities.

BACKGROUND

Modern business transactions commonly involve several corporate entities. In a typical transaction, each involved corporate entity may be owned by several shareholders, one or more of which may be another of the involved entities. The entities may also have different corporate structures, reporting requirements and applicable laws that should be appropriately dealt with during the transaction. In order to prepare transaction documents and execute procedures that address each of these concerns, entity representatives are often required to track and manage officers, documents and other specific characteristics associated with each entity.

Specific characteristics of corporate entities come into play even outside the context of a particular transaction. In this regard, corporate “housekeeping” required by laws applicable to a particular entity includes activities such as electing officers, complying with tax and regulatory filing deadlines, and holding board meetings. Again, these activities require tracking of a myriad of details for each corporate entity.

Recently, computer databases have been employed to track information associated with corporate entities. According to these systems, tax-related information is tracked and accessed by an accounting department, while corporate structure information is tracked and accessed by a corporate department. Oftentimes the systems employed by each department are incompatible, thereby inhibiting transfer of information among departments. Even if information associated with several corporate entities were available in a centrally-accessible data depository, current systems are unable to present the data in a manner that facilitates efficient tracking, editing and/or use thereof.

In view of the foregoing, what is needed are improvements in the management of information associated with corporate entities. Such improvements may in turn enable efficient management of the associated corporate entities.

SUMMARY

To address the foregoing, embodiments of the present invention concern a system, a method, an apparatus, a computer-readable medium storing processor-executable process steps, and means to present a plurality of selectable elements and an entity selection area, the entity selection area allowing selection of at least one corporate entity from a plurality of corporate entities, receive a selection of the at least one corporate entity, receive a selection of one of the plurality of selectable elements, determine information associated with the at least one corporate entity and the one selected element, and present the determined information to a user.

Embodiments of the present invention also provide a user interface which includes interface an entity selection area allowing selection of at least one corporate entity from a plurality of corporate entities, and a plurality of selectable elements, each of the selectable elements being selectable to cause presentation of an associated area, wherein an area associated with each of the plurality of selectable elements presents information relating to the at least one corporate entity and to the associated selectable element.

With these and other advantages and features of the invention that will become hereinafter apparent, the invention may be more clearly understood by reference to the following detailed description of the invention, the appended claims, and the drawings attached hereto.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 is a topographic view of a network architecture according to some embodiments of the present invention.

FIG. 2 is a block diagram of an internal architecture of an entity management server according to some embodiments to the present invention.

FIG. 3 is a block diagram of an internal architecture of a corporate entity server according to some embodiments to the present invention.

FIG. 4 is a block diagram of an internal architecture of a user device according to some embodiments to the present invention.

FIG. 5 is a representative view of a tabular portion of an entity relationship database according to some embodiments of the present invention.

FIG. 6 is a representative view of a tabular portion of a general information database according to some embodiments of the present invention.

FIG. 7 is a representative view of a tabular portion of a legal database according to some embodiments of the present invention.

FIG. 8 is a representative view of a tabular portion of a contacts database according to some embodiments of the present invention.

FIG. 9 is a representative view of a tabular portion of an owners database according to some embodiments of the present invention.

FIG. 10 is a representative view of a tabular portion of a regulators database according to some embodiments of the present invention.

FIG. 11 is a representative view of a tabular portion of an officers database according to some embodiments of the present invention.

FIG. 12 is a representative view of a tabular portion of a jurisdictions database according to some embodiments of the present invention.

FIG. 13 is a representative view of a tabular portion of a reporting database according to some embodiments of the present invention.

FIG. 14 is a representative view of a tabular portion of a controllers database according to some embodiments of the present invention.

FIG. 15 is a representative view of a tabular portion of a funds database according to some embodiments of the present invention.

FIG. 16 is a representative view of a tabular portion of a document generation database according to some embodiments of the present invention.

FIG. 17 is a representative view of an interface according to some embodiments of the present invention.

FIG. 18 is a representative view of an interface according to some embodiments of the present invention.

FIG. 19 is a representative view of an interface according to some embodiments of the present invention.

FIG. 20 is a representative view of an interface according to some embodiments of the present invention.

FIG. 21 is a representative view of an interface according to some embodiments of the present invention.

FIG. 22 is a representative view of an interface according to some embodiments of the present invention.

FIG. 23 is a representative view of an interface according to some embodiments of the present invention.

FIG. 24 is a representative view of an interface according to some embodiments of the present invention.

FIG. 25 is a representative view of an interface according to some embodiments of the present invention.

FIG. 26 is a representative view of an interface according to some embodiments of the present invention.

FIG. 27 is a representative view of an interface according to some embodiments of the present invention.

FIG. 28 is a representative view of an interface according to some embodiments of the present invention.

FIG. 29 is a representative view of an interface according to some embodiments of the present invention.

FIG. 30 is a representative view of an interface according to some embodiments of the present invention.

DETAILED DESCRIPTION

System Architecture

FIG. 1 illustrates a network architecture of a system according to some embodiments of the present invention. As shown, communication network 100 provides communication between entity management server 200, entity servers 300, 310 and 320, and user devices 400 and 410.

Communication network 100 may comprise any number of different systems for transferring data, including a Local Area Network (LAN), a Metropolitan Area Network (MAN), a Wide Area Network (WAN), a proprietary network, a Public Switched Telephone Network (PSTN), a Wireless Application Protocol (WAP) network, a wireless LAN (e.g., in accordance with the Institute of Electrical and Electronics Engineers 802.11 standard), a Bluetooth network, an Infrared Radiation (IR) network, and/or an IP network such as the Internet, an intranet or an extranet. As used herein, the term “communication” can refer to wired and/or wireless communication as appropriate.

Entity management server 200 is used to provide an interface to facilitate the management of corporate entities in accordance with some embodiments of the invention. As will be described in detail below, such an interface may be provided through presentation of a plurality of selectable elements and an entity selection area, the entity selection area allowing selection of at least one corporate entity from a plurality of corporate entities, receive a selection of the at least one corporate entity, reception of a selection of one of the plurality of selectable elements, determination of information associated with the at least one corporate entity and the one selected element, and presentation of the determined information to a user.

In one specific example, entity management server 200 receives information associated with corporate entities from many different sources such as entity servers 300, 310 and 320 and stores the information in appropriate databases of server 200. Entity management server 200 then receives a request for information from one of user devices 400 and 410. The requested information is retrieved from the databases of entity management server 200 and used to create an interface according to some embodiments of the invention. The interface is presented to the user device from which the request was received, and the user device in turn presents the interface to a user. This and other specific examples are discussed in more detail below.



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stats Patent Info
Application #
US 20120290986 A1
Publish Date
11/15/2012
Document #
13556020
File Date
07/23/2012
USPTO Class
715841
Other USPTO Classes
International Class
06F3/048
Drawings
31



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