Transaction Management
First Claim
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1. A system for creating and managing contractual information, the system comprising:
- a processing device; and
a memory storing program instructions that when executed by the processor cause the processor to generate;
a contract review module programmed to import existing documents and to identify contract terms within the existing documents;
a transaction module programmed to associate the existing documents based on a transaction that the documents pertain to and programmed to generate interfaces to display information about the transaction and the existing documents that pertain to the transaction; and
a transaction modeling module programmed to define the information to be stored for the transaction and to be displayed by the interfaces of the transaction module.
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Abstract
A transaction management system facilitates the storage and management of documents associated with transactions. The system facilitates the review of stored transactions and their associated documents. The system also provides searching capabilities to quickly identify transactions that match a search query. Transaction models can be structured to define how data is organized and to normalize the description of contract terms in the system. Methods are also disclosed.
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Citations
20 Claims
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1. A system for creating and managing contractual information, the system comprising:
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a processing device; and a memory storing program instructions that when executed by the processor cause the processor to generate; a contract review module programmed to import existing documents and to identify contract terms within the existing documents; a transaction module programmed to associate the existing documents based on a transaction that the documents pertain to and programmed to generate interfaces to display information about the transaction and the existing documents that pertain to the transaction; and a transaction modeling module programmed to define the information to be stored for the transaction and to be displayed by the interfaces of the transaction module. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A method of managing contractual information, the method comprising:
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storing a plurality of terms in memory with a computing device; storing a plurality of documents in memory with the computing device, each document being associated with at least one of the plurality of terms; storing a plurality of transactions in memory with the computing device, each transaction being associated with at least one of the plurality of documents; receiving from the user an input with the computing device, the input indicating whether a search is to be performed for documents or for transactions; receiving a search request including a search query with the computing device; if the input indicated that a document search is to be performed, then executing the search query to identify documents that match the search query with the computing device; if the input indicated that a transaction search is to be performed, then executing the search query to identify transactions that match the search query with the computing device; and generating a list of search results. - View Dependent Claims (11, 12, 13, 14)
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15. A method of managing contractual information, the method comprising:
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defining with a computing device a first transaction model; defining with the computing device a plurality of categories associated with the first transaction model, the plurality of categories including a first category; defining with the computing device a plurality of terms associated with the first category, the plurality of terms including a first term; defining with the computing device at least one data element associated with the first term; storing the first transaction model in memory with the computing device; and generating an interface with the computing device, the interface containing a graphical illustration of the transaction model. - View Dependent Claims (16, 17, 18, 19, 20)
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Specification