Method and System for Enhanced Transaction Management
First Claim
1. A computer-assisted method comprising:
- (i) receiving a selection for creating a new transaction;
(ii) using a processor of a computer, creating the new transaction involving a plurality of entities and a plurality of team members, wherein the new transaction is assigned a transaction identifier;
(iii) storing the new transaction into a nonvolatile memory of the computer;
(iv) using the processor of the computer, determining whether any of the plurality of entities is a first conflict-of-interest by analyzing a relationship with the plurality of entities; and
(v) using the processor of the computer, determining whether any of the plurality of team members is a second conflict-of-interest by analyzing involvement of the plurality of team members with the plurality of entities.
1 Assignment
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Accused Products
Abstract
An integrated transaction module associated with an entity allows for consolidating and using information related to management of transactions. The integrated transaction system incorporates a transaction viewer for displaying information such as the companies involved in the transaction, level of interest shown by potential clients in hiring the entity to manage the transaction, whether or not the companies involved in the transaction present any conflict-of-interest for the transaction management company, and any attachments that may be relevant to the transaction. In addition, the integrated transaction system incorporates a transaction team conflicts checker to determine whether or not any of the team members involved in the transaction pose a conflict-of-interest and a best client analyzer for determining which of several potential clients offer the most benefits to the transaction management organization.
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Citations
20 Claims
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1. A computer-assisted method comprising:
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(i) receiving a selection for creating a new transaction; (ii) using a processor of a computer, creating the new transaction involving a plurality of entities and a plurality of team members, wherein the new transaction is assigned a transaction identifier; (iii) storing the new transaction into a nonvolatile memory of the computer; (iv) using the processor of the computer, determining whether any of the plurality of entities is a first conflict-of-interest by analyzing a relationship with the plurality of entities; and (v) using the processor of the computer, determining whether any of the plurality of team members is a second conflict-of-interest by analyzing involvement of the plurality of team members with the plurality of entities. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)
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15. An apparatus comprising:
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a user interface configured to receive user inputs about a plurality of transactions within a computer system, wherein each of the plurality of transactions includes a plurality of team members and a plurality of entities; a communication module configured to communicate transaction information with other computer systems; and a processor configured to create new transactions, run a conflicts checker algorithm, run a transaction team conflicts algorithm, and run a best client algorithm. - View Dependent Claims (16, 17, 18, 19)
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20. A computer-readable storage medium having computer-executable program instructions stored thereon that when executed by a processor, cause the processor to perform steps comprising:
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(i) receiving a selection for creating a new transaction; (ii) creating the new transaction involving a plurality of entities and a plurality of team members, wherein the new transaction is assigned a transaction identifier; (iii) running a conflict-of-interest check to determine whether one or more of the plurality of entities is a first conflict-of-interest by analyzing a relationship with the plurality of entities; and (iv) running a transaction team conflict-of-interest check to determine whether one or more of the plurality of team members is a second conflict-of-interest analyzing involvement of the plurality of team members with the plurality of entities.
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Specification