COMPANY AND CONTACT INFORMATION SYSTEM AND METHOD

• US 20100223082A1
• Filed: 03/01/2010
• Published: 09/02/2010
• Est. Priority Date: 09/27/2005
• Status: Active Grant

• Current Assignee: Morgan Stanley Services Group Inc. (Morgan Stanley)
• Original Assignee: Anis A. Khwaja, Carl Becker, Christopher Kovel, Judy Choi, Stephen Michael Sparkes
• Inventors: Becker, Carl, Kovel, Christopher, Choi, Judy, Sparkes, Stephen Michael, Khwaja, Anis A.
• Granted Patent: US 8,751,960 B2
• Time in Patent Office: Days
• US Class Current: 705/7
• CPC Class Codes: G06F 16/954 Navigation, e.g. using categorised browsing
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data

Abstract

A user interface for providing information regarding a subject company to a user. The user interface may comprise a company tile, which may have an indicator of the subject company. A state of the company tile, such as, for example, its color, may indicate a property of the subject company. The user interface may also comprise a financial information module displaying financial information regarding the subject company, and a subject individual module displaying information regarding a subject individual related to the subject company. According to various embodiments, the user interface may also include a navigation toolbar including a second company tile comprising an indicator of a second company. Selecting the second company tile may cause the second company to become a new subject company.

Claims

1. A user interface for providing information regarding a subject company to a user, the user interface comprising:

a company tile comprising an indicator of the subject company, wherein a state of the company tile indicates a property of the subject company;

a financial information module displaying financial information regarding the subject company;

a subject individual module displaying information regarding a subject individual related to the subject company; and

a navigation toolbar including a second company tile comprising an indicator of a second company, wherein selecting the second company tile causes the second company to become a new subject company.

2. The user interface of claim 1, wherein the second company is related to the subject company.

3. The user interface of claim 2, wherein the second company is at least one of the group consisting of, a subsidiary of the subject company, a parent of the subject company, a strategic partner of the subject company, and a competitor of the subject company.

4. The user interface of claim 1, wherein the second company is a previous subject company of the user interface.

5. The user interface of claim 1, wherein the second company tile indicates a property of the second company.

6. The user interface of claim 1, wherein the property of the subject company comprises at least one property selected from the group consisting of a share price, a change in share price, a status of an earnings report for the subject company, a status of a research report regarding the subject company, and a status of a news story regarding the subject company.

7. The user interface of claim 1, further comprising a calendar module including information regarding meetings with at least one of the subject individual and another individual related to the subject company.

8. The user interface of claim 1, wherein the subject individual is at least one of the group consisting of an employee of the subject company, a representative of the subject company, and an analyst who reports on the subject company.

9. The user interface of claim 1, further comprising a subject individual navigation module comprising a plurality of names, wherein each name indicates an individual related to the subject company, and wherein selecting one of the names causes the individual indicated by the name to become a new subject individual.

10. The user interface of claim 1, further comprising an analyst rating module, wherein the analyst rating module provides a rating of the subject company.

11. The user interface of claim 1, further comprising a deal track module, wherein the deal track module provides information regarding pending deals of the subject company.

12. The user interface of claim 11, wherein the information regarding pending deals comprises at least one of the group consisting of a deal description or name, a product phase, a size, and a probability of completion.

13. The user interface of claim 1, further comprising a relationship module, wherein the relationship module graphically displays a relationship between the subject individual and a second individual related to the subject company.

14. The user interface of claim 1, further comprising a second window, the second window comprising a plurality of company tiles, each of the plurality of company tiles comprising an indicator of a corresponding company, wherein selecting one of the plurality of company tiles causes the corresponding company to become a second new subject company.

15. The user interface of claim 1, further comprising at least one alert window, wherein the alert window is configured to display when a predetermined set of conditions are met.

16. The user interface of claim 15, wherein the alert window is configured to display on top of at least one module of the user interface.

17. A method of providing information regarding a subject company to a user, the method comprising:

providing a company tile to the user, the company tile comprising an indicator of the subject company, wherein a state of the company tile indicates a property of the subject company;

providing a financial information module to the user, wherein the financial information module displays financial information regarding the subject company;

providing a subject individual module to the user, the subject individual module displaying information regarding a subject individual related to the subject company; and

providing a navigation toolbar to the user, the navigation toolbar including a second company tile comprising an indicator of a second company, wherein selecting the second company tile causes the second company to become a new subject company.