Private entity profile network
First Claim
1. A method of managing resource consumer information, comprising the steps ofdefining a data collection template for resource consumer information desired by a resource provider;
- allowing at least one user to input information into the template;
storing the information input into the template as a profile in an electronic database system;
assigning UserNames to users;
establishing access permissions that determine which profiles a specific UserName is permitted to access; and
establishing activity permissions which determine’
what a specific UserName is permitted to do with an accessed profile.
1 Assignment
0 Petitions
Accused Products
Abstract
In private equity and debt funding operations, resource providers define electronic data collection templates to be filled in by prospective resource consumers to form semi-homogeneous profiles. Providers and/or consumers can assign themselves and/or third parties various individualized levels of permissions to access and to perform activities on the profiles. Providers can organize profiles into portfolios to further manage the data. All accesses and activities, such as changes to the data, are tracked and recorded in logs useful for audit purposes.
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Citations
5 Claims
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1. A method of managing resource consumer information, comprising the steps of
defining a data collection template for resource consumer information desired by a resource provider; -
allowing at least one user to input information into the template; storing the information input into the template as a profile in an electronic database system; assigning UserNames to users; establishing access permissions that determine which profiles a specific UserName is permitted to access; and establishing activity permissions which determine’
what a specific UserName is permitted to do with an accessed profile.
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2. A method of working with portfolios, comprising the steps of:
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organizing fiduciary oversight and related information into a portfolio record, storing the portfolio records into an electronic database system; defining portfolio categories; defining, for each portfolio category, a template of items of information that will be contained in a portfolio record; allowing a party to input information into the portfolio templates to form portfolio records, and storing the records in the electronic database system; associating profiles to appropriate portfolio records; and allowing the party to access portfolio records stored in the system.
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3. A method of managing resource consumer information, comprising the steps of:
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defining a data collection template of fields for a semi-homogenous profile of resource consumer information desired by a resource provider; assigning UserNames to users; allowing at least one UserName to input information into the fields; storing the information as a profile in an electronic database system; allowing at least one UserName to access and perform certain activities, including appending files of any type and comments, on profiles stored in the system; recording a Change History log that indicates all accesses, activities and changes and the date and time that they are made, and what UserName made them, to a particular profile; and recording a Site Audit log that indicates which UserName has accessed a profile, the network address of the site from which the UserName accessed the profile, the date and time, and what major activities the UserName performed on the profile.
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4. A method of managing resource consumer information, comprising the steps of:
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defining a data collection template of fields for a semi-homogenous profile of resource consumer information desired by a resource provider; allowing at least one user to input information into the fields; storing the input information as a profile in an electronic database system; assigning UserNames to users; establishing access permissions that determine which profiles a specific UserName is permitted to access; establishing activity permissions which determine what a specific UserName is permitted to do with an accessed profile; and allowing at least one authorized party to access information stored in the system; wherein the electronic database system is administered by a trusted third party, who is neutral to resource providers and to resource consumers, who implements desired semihomogenous profile data collection templates and independently manages UserName access and activity permissions specified by a resource provider or a resource consumer.
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5. A method of managing resource consumer information, comprising the steps of:
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storing the information as one or more profiles in an electronic database system; assigning UserNames to users; allowing at least one UserName to access and perform certain activities on profiles stored in the system; recording a Change History log that indicates all accesses, activities and changes and the date and time that they are made, and what UserName made them, to a particular profile; and recording a Site Audit log that indicates which UserName has accessed a profile, the network address of the site from which the UserName accessed the profile, the date and time, and what major activities the UserName has performed on the profile.
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Specification