System and method for processing and dynamically segregating business assets

• US 10,037,505 B2
• Filed: 09/26/2014
• Issued: 07/31/2018
• Est. Priority Date: 09/26/2013
• Status: Active Grant

• Current Assignee: John Legare Williams
• Original Assignee: John Legare Williams
• Inventors: Williams, John Legare
• Primary Examiner(s): Mansfield, Thomas L
• Application Number:
  US14/497,474
• Publication Number:
  US 20150088615A1
• Time in Patent Office: 1,404 Days
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders
• CPC Class Codes: G06Q 50/18 Legal services

Abstract

Systems and methods for protecting business assets are provided. More specifically, provided herein is a system for protecting business assets, comprising a Series LLC computer system in electronic communication with one or more third party computer systems over a network to electronically receive asset information and liability information therefrom, an asset database in electronic communication with the Series LLC computer system, the asset database populated with the asset information received from the one or more third party computer systems, a liability database in electronic communication with the Series LLC computer system, the liability database populated with the liability information received from the one or more third party computer systems, a Series LLC management engine executed by the Series LLC computer system to automatically create Series LLC data by processing the asset information and the liability information to dynamically segregate business assets and liabilities, and a user interface engine of the Series LLC computer system to generate a user interface to present Series LLC data to a user.

Claims

1. A system for protecting business assets, comprising:

a Series LLC computer system in electronic communication with one or more third party computer systems over a network to electronically receive asset information therefrom;

an asset database in electronic communication with the Series LLC computer system, the asset database populated with the asset information received from the one or more third party computer systems;

a Series LLC management engine executed by the Series LLC computer system and programmed to automatically create Series LLC data by processing the asset information to dynamically segregate business assets;

a user interface engine of the Series LLC computer system to generate a user interface to present Series LLC data to a user; and

a data formatting manipulation engine in electronic communication with the Series LLC management engine for formatting Series LLC information received from the one or more third party computer systems;

wherein the one or more third party computer systems includes a Customer Relations Management (CRM) computer system having real-time asset information, and the Series LLC computer system receives and processes the real-time asset information in real-time;

wherein the data formatting manipulation engine receives data from the one or more third party computer systems and based on an analysis of the data from the one or more third party computer systems, the data formatting manipulation engine creates a common format compatible with the one or more third party computer systems and that can be used by the Series LLC computer system; and

wherein, based upon a change to the Series LLC data, the Series LLC management engine automatically generates a document to satisfy regulatory compliance.

2. The system of claim 1, further comprising a liability database in electronic communication with the Series LLC computer system, the liability database populated with liability information received from the one or more third party computer systems.

3. The system of claim 1, wherein the real-time asset information comprises product inventory.

4. The system of claim 1, wherein the one or more third party computer systems includes a government computer system and the Series LLC computer system continuously monitors the CRM computer system to automatically create and file required government paperwork with the government computer system.

5. The system of claim 1, wherein creating Series LLC data comprises creating a new Series LLC record.

6. The system of claim 1, wherein creating Series LLC data comprises creating a new Cell record of a Series LLC.

7. The system of claim 6, wherein the Series LLC management engine generates an Operating Agreement for the new Cell record.

8. The system of claim 7, wherein the Series LLC management engine stores the Operating Agreement in a Series LLC database in electronic communication with the Series LLC computer system.

9. The system of claim 1, wherein creating Series LLC data comprises updating Series LLC data.

10. The system of claim 9, wherein updating Series LLC data comprises altering a Series LLC record.

11. The system of claim 9, wherein updating Series LLC data comprises altering a Cell record of a Series LLC.

12. A method for protecting business assets, comprising the steps of:

electronically receiving, at a Series LLC computer system, asset information from one or more third party computer systems over a network;

electronically populating, by the Series LLC computer system, an asset database with the asset information received from the one or more third party computer systems;

automatically creating, by a Series LLC management engine executed by the Series LLC computer system, Series LLC data by processing the asset information to dynamically segregate business assets;

generating, by a user interface engine of the Series LLC computer system, a user interface to present Series LLC data to a user;

providing a data formatting manipulation engine in electronic communication with the Series LLC management engine for formatting Series LLC information received from the one or more third party computer systems;

providing a Customer Relations Management (CRM) computer system as one of the one or more third party computer systems, the CRM computer system having real-time asset information, and the Series LLC computer system receiving and processing the real-time asset information in real-time;

receiving data from the one or more third party computer systems via the data formatting manipulation engine, the data formatting manipulation engine analyzing the data from the one or more third party computer systems and creating a common format compatible with the one or more third party computer systems and that can be used by the Series LLC computer system; and

automatically generating a document to satisfy regulatory compliance based upon a change to the Series LLC data.

13. The method of claim 12, further comprising electronically populating, by the Series LLC computer system, a liability database with liability information received from the one or more third party computer systems.

14. The method of claim 12, wherein the real-time asset information comprises product inventory.

15. The method of claim 12, further comprising the step of providing a government computer system and the Series LLC computer system continuously monitors the CRM computer system to automatically create and file required government paperwork with the government computer system.

16. The method of claim 12, wherein creating Series LLC data comprises creating a new Series LLC record.

17. The method of claim 12, wherein creating Series LLC data comprises creating a new Cell record of a Series LLC.

18. The method of claim 17, further comprising generating, by the Series LLC management engine, an Operating Agreement for the new Cell record.

19. The method of claim 18, further comprising storing, by the Series LLC management engine, the Operating Agreement in a Series LLC database in electronic communication with the Series LLC computer system.

20. The method of claim 12, wherein creating Series LLC data comprises updating Series LLC data.

21. The method of claim 20, wherein updating Series LLC data comprises altering a Series LLC record.

22. The method of claim 20, wherein updating Series LLC data comprises altering a Cell record of a Series LLC.

23. A non-transitory computer-readable medium having computer-readable instructions stored thereon which, when executed by a Series LLC computer system, cause the computer system to perform the steps of:

electronically receiving, at the Series LLC computer system, asset information from one or more third party computer systems over a network;

electronically populating, by the Series LLC computer system, an asset database with the asset information received from the one or more third party computer systems;

automatically creating, by a Series LLC management engine executed by the Series LLC computer system, Series LLC data by processing the asset information to dynamically segregate business assets and liabilities;

generating, by a user interface engine of the Series LLC computer system, a user interface to present Series LLC data to a user;

providing a data formatting manipulation engine in electronic communication with the Series LLC management engine for formatting Series LLC information received from the one or more third party computer systems;

providing a Customer Relations Management (CRM) computer system as one of the one or more third party computer systems, the CRM computer system having real-time asset information, and the Series LLC computer system receiving and processing the real-time asset information in real-time;

receiving data from the one or more third party computer systems via the data formatting manipulation engine, the data formatting manipulation engine analyzing the data from the one or more third party computer systems and creating a common format compatible with the one or more third party computer systems and that can be used by the Series LLC computer system; and

automatically generating a document to satisfy regulatory compliance based upon a change to the Series LLC data.

24. The computer-readable medium of claim 23, further comprising electronically populating, by the Series LLC computer system, a liability database with liability information received from the one or more third party computer systems.

25. The computer-readable medium of claim 23, wherein the real-time asset information comprises product inventory.

26. The computer-readable medium of claim 23, further comprising the step of providing a government computer system and the Series LLC computer system continuously monitors the CRM computer system to automatically create and file required government paperwork with the government computer system.

27. The computer-readable medium of claim 23, wherein creating Series LLC data comprises creating a new Series LLC record.

28. The computer-readable medium of claim 23, wherein creating Series LLC data comprises creating a new Cell record of a Series LLC.

29. The computer-readable medium of claim 28, further comprising generating, by the Series LLC management engine, an Operating Agreement for the new Cell record.

30. The computer-readable medium of claim 29, further comprising storing, by the Series LLC management engine, the Operating Agreement in a Series LLC database in electronic communication with the Series LLC computer system.

31. The computer-readable medium of claim 23, wherein creating Series LLC data comprises updating Series LLC data.

32. The computer-readable medium of claim 31, wherein updating Series LLC data comprises altering a Series LLC record.

33. The computer-readable medium of claim 31, wherein updating Series LLC data comprises altering a Cell record of a Series LLC.

34. A system for protecting business assets, comprising:

a Series LLC computer system in electronic communication with one or more Customer Relations Management (CRM) computer systems over a network to electronically receive real-time inventory information therefrom;

an asset database in electronic communication with the Series LLC computer system, the asset database populated with the real-time inventory information received from the one or more CRM computer systems;

a Series LLC management engine executed by the Series LLC computer system and programmed to monitor the real-time inventory information, automatically detect changes in the real-time inventory information, and dynamically update Series LLC data of a Series LLC if changes are detected;

a data formatting manipulation engine in electronic communication with the Series LLC management engine for formatting Series LLC information received from the CRM computer systems;

wherein the data formatting manipulation engine receives data from the CRM computer systems and based on an analysis of the data from the CRM computer systems, the data formatting manipulation engine creates a common format compatible with the CRM computer systems and that can be used by the Series LLC computer system; and

wherein, based upon a change to the Series LLC data, the Series LLC management engine automatically generates a document to satisfy regulatory compliance.

35. The system of claim 34, further comprising a liability database in electronic communication with the Series LLC computer system, the liability database populated with liability information received from the one or more third party computer systems.

36. The system of claim 34, wherein the Series LLC management engine automatically determines whether to create documents to file for regulatory compliance.

37. The system of claim 34, wherein updating Series LLC data comprises creating a new Cell record for the Series LLC.

38. The system of claim 34, wherein updating Series LLC data comprises altering a Cell record of a Series LLC.

39. The system of claim 34, wherein the Series LLC computer system further comprises a third party CRM API call module in electronic communication with the Series LLC management engine and a third party CRM API.

40. The system of claim 34, wherein the Series LLC computer system further comprises a third party CRM API response module in electronic communication with the Series LLC management engine and a third party CRM API.

41. A method for protecting business assets, comprising:

electronically receiving, at a Series LLC computer system, real-time inventory information from one or more customer relations management (CRM) computer systems over a network;

electronically populating, by the Series LLC computer system, an asset database with the real-time inventory information received from the one or more CRM computer systems;

monitoring, by a Series LLC management engine executed by the Series LLC computer system, the real-time inventory information;

automatically detecting, by the Series LLC management engine, changes in the real-time inventory information;

dynamically updating, by the Series LLC management engine, Series LLC data of a Series LLC if changes are detected;

providing a data formatting manipulation engine in electronic communication with the Series LLC management engine for formatting Series LLC information received from the CRM computer systems;

receiving data from the CRM computer systems via the data formatting manipulation engine, the data formatting manipulation engine analyzing the data from the CRM computer systems and creating a common format compatible with the CRM computer systems and that can be used by the Series LLC computer system; and

automatically generating a document to satisfy regulatory compliance based upon a change to the Series LLC data.

42. The method of claim 41, further comprising electronically populating, by the Series LLC computer system, a liability database with liability information received from the one or more third party computer systems.

43. The method of claim 41, further comprising automatically determining, by the Series LLC management engine, whether to create documents to file for regulatory compliance.

44. The method of claim 41, wherein updating Series LLC data comprises creating a new Cell record for the Series LLC.

45. The method of claim 41, wherein updating Series LLC data comprises altering a Cell record of a Series LLC.

46. The method of claim 41, further comprising electronically communicating, by a third party CRM API call module of the Series LLC computer system, with the Series LLC management engine and a third party CRM API.

47. The method of claim 41, further comprising electronically communicating, by a third party CRM API response module of the Series LLC computer system, with the Series LLC management engine and a third party CRM API.