Electronic sales system

Patent metadata

Field	Value
Publication number	US-10521853-B2
Application number	US-201314089081-A
Country	US
Kind code	B2
Filing date	Nov 25, 2013
Priority date	Oct 25, 2000
Publication date	Dec 31, 2019
Grant date	Dec 31, 2019

Abstract

A method comprises making a set of personal profiles available, from at least one buy-side user to at least one sell-side user, each personal profile in the set of personal profiles including a first set of first values for a plurality of information fields, the plurality of information fields relating to commercial transactions. Based upon the at least part of the set of personal profiles, the method receives a request to enter into a trusted relationship from the at least one sell-side user at the at least one buy-side user, and receives a set of trusted relationship information from the at least one sell-side user at the at least one buy-side user. The method sends the set of trusted relationship information, from the at least one buy-side user to the at least one sell-side user. The relationship includes a variable level of trust which affects the amount of infrastructure functionality available to one or more users and wherein the variable level of trust comprises a first level of trust and a second level of trust and wherein the first level of trust is set by the at least one buy-side user and the second level of trust is set by the at least one sell-side user.

First claim

What is claimed is:

1. A networked commercial interaction management method comprising the steps of:
storing, by at least one aggregation server, a profile for a user including a set of values for a plurality of information fields characterizing the networked commercial interactions associated with the user, the profile associated with a variable relationship level defining an amount of access available to a recipient of received information bundles, the profile accessible to at least one other user of the network;
receiving, by a processing platform, said processing platform comprising at least one connection point for interactions with infrastructure services and applications, information bundles from different networked users in a same machine-readable format, wherein the machine-readable format includes values for the plurality of information fields characterizing commercial interactions associated with the different networked users, wherein the profile for each different networked user is associated with a variable relationship level, defining an amount of access available to received information bundles;
updating the profile for each different networked user based on a communication between the processing platform and the at least one aggregation server;
transmitting the information bundles from the different networked users to the aggregation server;
processing, the machine-readable format including the values for the plurality of information fields in the information bundles, said processing comprising automatically determining the values for the plurality of fields for the bundles conforming to the values for the plurality of fields for the profile based on the variable relationship level, and at least one of adding values for the plurality of fields for the bundles, deleting one or more of the values for the plurality of fields for the bundles or replacing one or more of values for the plurality of fields for the bundles based on the variable relationship level; and
presenting to the user, at least parts of the information bundles from the different networked users the values for the plurality of fields for the bundles conforming to the values for the plurality of fields for the profile based on the variable relationship level.

2. The method of claim 1 wherein the step of presenting presents the parts of the information bundles in a single list view.

3. The method of claim 1 wherein the step of presenting presents the parts of the information bundles in a customizable view.

4. The method of claim 1 wherein the step of presenting presents the parts of the information bundles in an outline view.

5. The method of claim 1 wherein the machine-readable format includes a traded security identifier field, an annotation field, and a sender identification field as the information fields.

6. The method of claim 1 wherein the machine-readable format includes an organizational affiliation identification field, an annotation field, and a sender identification field as the information fields.

7. The method of claim 1 wherein the machine-readable format includes a traded security identifier field, a content field, an annotation field, and a sender identification field as the information fields.

8. The method of claim 1 wherein the information bundles include textual information bundles, graphical information bundles, and audio information bundles.

9. The method of claim 1 further including the step of defining an alert based at least in part on values for the information fields.

10. The method of claim 9 wherein the step of defining an alert includes selecting a remote notification method.

11. The method of claim 1 further including the step of communicating machine-readable identifying information to the user for at least one of the different networked users, and receiving from the user a selection to accept or deny the information bundles from the at least one of the different networked users based on the machine readable identifying information communicated in the step of communicating.

12. The method of claim 11 wherein the step of communicating machine-readable identifying information includes the step of providing an electronic business card that includes the identifying information.

13. The method of claim 11 wherein the step of communicating machine-readable identifying information is performed over a secure channel.

14. The method of claim 11 further including the step of receiving from the user a selection of a particular user to communicate with from a directory of authorized users.

15. The method of claim 11 further including the step of automatically adjusting at least one value of the plurality of fields for the profile based on a message from a software application and independent of user input.

16. The method of claim 1 further including the steps of defining an additional profile for the user including an additional set of values for the plurality of information fields, and further presenting to the user at least parts of the information bundles from the different networked users based on the additional values for the plurality of fields for the profile and the values for the plurality of fields for the bundles.

17. The method of claim 1 wherein the user is a buy-side user and the different networked users are sell-side users.

18. The method of claim 1 wherein the machine-readable format includes a bundle-type identification field in the information fields.

19. The method of claim 1 wherein the machine-readable format includes a traded security identifier field, a sector identification field, an author identification field, and an organizational affiliation identification field in the information fields.

20. The method of claim 1 further including the step of performing a predetermined notification or action when data changes an aggregation server.

21. The method of claim 1 further including the step of processing the information bundles from the different networked users for the restricted securities and when the information bundles are found to have a restricted security in a security identifier field, preventing the bundles from being distributed.

22. A networked system for managing commercial interactions, comprising:
a computer system in communication with an electronic network and at least one database, wherein the computer system comprises:
user profile storage including storage by at least one aggregation server for a profile for a user including a set of values for a plurality of information fields characterizing commercial interactions associated with the user, the profile associated with a variable relationship level defining an amount of access available to a recipient of received information bundles, the profile accessible to at least one other user of the network; and
a processing platform, said processing platform comprising at least one connection point for interactions with infrastructure services, processing platform including:
a bundle interface, executed by the processing platform, responsive to the network and operative to receive information bundles from different networked users in a same machine-readable format, wherein the machine-readable format includes values for the plurality of information fields characterizing commercial interactions associated with the different networked users, wherein the profile for each different networked user is associated with a variable relationship level defining an amount of access available to r

Assignees

• Thomson Reuters Global Resources
• Refinitiv Us Organization Llc

Inventors

• Lamoureux Bob
• Jaminet Paul
• Kopikis Alexis
• Moochhala Zenobia

Classifications

• G06Q20/382

  insuring higher security of transaction · CPC title

• G06Q30/0601

  Electronic shopping [e-shopping] · CPC title

• G06Q30/04

  Billing or invoicing · CPC title

• G06Q30/06

  Buying, selling or leasing transactions · CPC title

• G06Q30/0201

  Market modelling; Market analysis; Collecting market data · CPC title