Collaborative Financial Close Portal
First Claim
1. One or more machine-readable storage mediums storing one or more sequences of instructions, which when executed, cause:
- sending, to a client, first display data, which when rendered by the client, depicts a collaborative financial close portal, wherein the collaborative financial close portal supports one or more workspaces, and wherein each workspace, of the one or more workspaces, may be used by a different set of users to perform activities related to a financial close process, andwherein the one or more workspaces are arranged in a hierarchical relationship; and
in response to receiving identification data that identifies a user of the client, sending, to the client, second display data, which when rendered by the client, depicts a particular workspace, of the one or more workspaces, for which the user is granted access, and wherein the depiction of the particular workspace includes a depiction of status information about activities associated with a set of workspaces lower in the hierarchal relationship than the particular workspace.
1 Assignment
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Accused Products
Abstract
Mechanisms and approaches for a collaborative financial close portal are provided. A client receives display data, which when rendered by the client, depicts a collaborative financial close portal that supports one or more workspaces. Each of the one or more workspaces may be used by a different set of users to perform activities related to a financial close process. The one or more workspaces are arranged in a hierarchical relationship. In response to receiving identification data that identifies a user of the client, additional display data is sent to the client, which when rendered, depicts a particular workspace for which the user is granted access. The depiction of the particular workspace includes depicting status information about financial close activities associated with one or more workspaces lower in the hierarchal relationship than the particular workspace.
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Citations
21 Claims
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1. One or more machine-readable storage mediums storing one or more sequences of instructions, which when executed, cause:
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sending, to a client, first display data, which when rendered by the client, depicts a collaborative financial close portal, wherein the collaborative financial close portal supports one or more workspaces, and wherein each workspace, of the one or more workspaces, may be used by a different set of users to perform activities related to a financial close process, and wherein the one or more workspaces are arranged in a hierarchical relationship; and in response to receiving identification data that identifies a user of the client, sending, to the client, second display data, which when rendered by the client, depicts a particular workspace, of the one or more workspaces, for which the user is granted access, and wherein the depiction of the particular workspace includes a depiction of status information about activities associated with a set of workspaces lower in the hierarchal relationship than the particular workspace. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A machine-implemented method for enabling a client to perform activities related to a financial close process, comprising:
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sending, to the client, first display data, which when rendered by the client, depicts a collaborative financial close portal, wherein the collaborative financial close portal supports one or more workspaces, and wherein each workspace, of the one or more workspaces, may be used by a different set of users to perform the activities related to a financial close process, and wherein the one or more workspaces are arranged in a hierarchical relationship; and in response to receiving identification data that identifies a user of the client, sending, to the client, second display data, which when rendered by the client, depicts a particular workspace, of the one or more workspaces, for which the user is granted access, and wherein the depiction of the particular workspace includes a depiction of status information about activities associated with a set of workspaces lower in the hierarchal relationship than the particular workspace. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
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21. An apparatus for enabling a client to perform activities related to a financial close process, comprising:
a machine-readable medium storing one or more sequences of instructions, which when executed, cause; sending, to the client, first display data, which when rendered by the client, depicts a collaborative financial close portal, wherein the collaborative financial close portal supports one or more workspaces, and wherein each workspace, of the one or more workspaces, may be used by a different set of users to perform the activities related to a financial close process, and wherein the one or more workspaces are arranged in a hierarchical relationship; and in response to receiving identification data that identifies a user of the client, sending, to the client, second display data, which when rendered by the client, depicts a particular workspace, of the one or more workspaces, for which the user is granted access, and wherein the depiction of the particular workspace includes a depiction of status information about activities associated with a set of workspaces lower in the hierarchal relationship than the particular workspace.
Specification