METHOD AND SYSTEM FOR ENABLING COLLABORATION BETWEEN ADVISORS AND CLIENTS
First Claim
1. A computer implemented method for enabling collaboration between advisors and primary users, the method being implemented in a computer system comprising one or more processors configured to execute computer program modules, the method comprising:
- receiving requests to define a collaboration team that includes secondary users associated with a primary user, wherein the requests further define different scopes of authorization for the secondary users to access documents including private information associated with the primary user;
hosting, over a network, an electronic collaboration forum that enables collaboration between the secondary users and the primary user and, responsive to receipt of the selections, selectively provides the secondary users access to stored documents associated with the primary user in accordance with the scopes of authorization for the secondary users defined in the requests;
providing a first secondary user access to a first document associated with the primary user through the electronic collaboration forum, responsive to reception of a request for the first document from the first secondary user and to the scope of authorization for the first secondary user permitting access to the first document;
receiving a modification to the first document from the first secondary user via the electronic collaboration forum;
modifying, by the one or more processors, the first document accessible through the electronic collaboration forum in accordance with the received modification; and
providing access to the modified first document via the electronic collaboration forum for (i) the primary user and (ii) the secondary users associated with scopes of authorization that permit access to the first document.
2 Assignments
0 Petitions
Accused Products
Abstract
A common collaboration tool enables advisors, their clients and other participants to interact in a coordinated manner in various areas of interest. A client authorizes selected advisors as well as other participants to view, discuss, modify and perform other operations in response to the client'"'"'s request for services. A client defines the scope of authorization for advisors and/or other participants for security and confidentiality reasons. Advisors (and/or participants) access information submitted (or authorized) by the client to collaborate as a cohesive team in sharing information, devising a plan, addressing client'"'"'s concerns, drafting (or modifying) a document and performing other services for the client.
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Citations
20 Claims
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1. A computer implemented method for enabling collaboration between advisors and primary users, the method being implemented in a computer system comprising one or more processors configured to execute computer program modules, the method comprising:
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receiving requests to define a collaboration team that includes secondary users associated with a primary user, wherein the requests further define different scopes of authorization for the secondary users to access documents including private information associated with the primary user; hosting, over a network, an electronic collaboration forum that enables collaboration between the secondary users and the primary user and, responsive to receipt of the selections, selectively provides the secondary users access to stored documents associated with the primary user in accordance with the scopes of authorization for the secondary users defined in the requests; providing a first secondary user access to a first document associated with the primary user through the electronic collaboration forum, responsive to reception of a request for the first document from the first secondary user and to the scope of authorization for the first secondary user permitting access to the first document; receiving a modification to the first document from the first secondary user via the electronic collaboration forum; modifying, by the one or more processors, the first document accessible through the electronic collaboration forum in accordance with the received modification; and providing access to the modified first document via the electronic collaboration forum for (i) the primary user and (ii) the secondary users associated with scopes of authorization that permit access to the first document. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A computer implemented system for enabling collaboration between secondary users and primary users, wherein the system comprises one or more processors configured to:
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receive requests to define a collaboration team that includes secondary users associated with a primary user, wherein the requests further define different scopes of authorization for the secondary users to access documents including private information associated with the primary user; host, over a network, an electronic collaboration forum configured to enable collaboration between the secondary users and the primary user, and, responsive to receipt of the selections, selectively provide the secondary users access to stored documents associated with the primary user in accordance with the scopes of authorization for the secondary users defined in the requests; provide a first secondary user access to a first document associated with the primary user through the electronic collaboration forum, responsive to reception of a request for the first document from the first secondary user and to the scope of authorization for the first secondary user permitting access to the first document; receive a modification to the first document from the first secondary user via the electronic collaboration forum; modify the first document accessible through the electronic collaboration forum in accordance with the received modification; and provide the access to the modified first document via the electronic collaboration forum for (i) the primary user and (ii) the secondary users associated with scopes of authorization that permit access to the first document. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
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Specification