METHOD AND APPARATUS FOR MANAGING CORPORATE DATA

• US 20160004741A1
• Filed: 07/01/2014
• Published: 01/07/2016
• Est. Priority Date: 07/01/2014
• Status: Abandoned Application

• Current Assignee: Encompass Services Corporation (Residential Acquisition Co.)
• Original Assignee: Encompass Services Corporation (Residential Acquisition Co.)
• Inventors: Johnson, Wayne Noel, Jones, Richard Lloyd
• Application Number:
  US14/320,738
• Publication Number:
  US 20160004741A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 16/23 Updating
• CPC Class Codes: G06F 21/6218 to a system of files or objects, e.g. local or distributed file system or database
• CPC Class Codes: G06Q 50/16 Real estate
• CPC Class Codes: H04L 63/102 Entity profiles

Abstract

A method of managing corporate data, the method including, in one or more electronic processing devices hosting a workspace associated with workspace corporate data, providing users access to the workspace in accordance with user access permissions to thereby allow the users to perform actions relating to the workspace corporate data, the actions including at least one of selecting workspace corporate data to be acquired from one or more corporate data sources, viewing the workspace corporate data, manipulating the workspace corporate data and updating the workspace corporate data.

Claims

1. A method of managing corporate data, the method including, in one or more electronic processing devices:

a) hosting a workspace associated with workspace corporate data;

b) providing users access to the workspace in accordance with user access permissions to thereby allow the users to perform actions relating to the workspace corporate data, the actions including at least one of;

i) selecting workspace corporate data to be acquired from one or more corporate data sources;

ii) viewing the workspace corporate data;

iii) manipulating the workspace corporate data; and

,

iv) updating the workspace corporate data.

2. A method according to claim 1, wherein the method includes, in the one or more electronic processing devices, displaying a workspace representation, the workspace representation including at least one of:

a) an indication of the workspace corporate data;

b) an indication of one or more reports forming part of the workspace corporate data;

c) an indication of one or more entities to which the workspace corporate data relates; and

,

d) a network representation of the corporate data.

3. A method according to claim 1, wherein the method includes, in the one or more electronic processing devices:

a) generating a link indicative of a workspace address; and

,

b) providing the link to users to thereby allow user access to the workspace by;

i) generating a notification including the link; and

,

ii) transferring the notification to the user.

5. A method according to claim 1, wherein the method includes, in the one or more electronic processing devices:

a) determining, in accordance with input commands from a first user, a user identifier indicative of an identity of a second user permitted to access the workspace;

b) recording an indication of the second user identifier as part of user data associated with the workspace;

c) determining, in accordance with input commands from the first user, user permissions associated with the second user, the user permissions being indicative of actions the second user can perform; and

,

d) recording an indication of the user permissions as part of the user data.

7. A method according to claim 5, wherein the method includes, in the one or more electronic processing devices:

a) receiving a share workspace request from the first user;

b) displaying a list of potential users; and

,

c) determining the user identifier of the second user in accordance with selection of a potential user from the list of users.

9. A method according to claim 5, wherein the method includes, in the one or more electronic processing devices:

a) receiving a workspace access request including an indication of a user identifier;

b) comparing the user identifier to the user data; and

,

c) selectively providing access to the corporate data in the workspace in accordance with the results of the comparison.

11. A method according to claim 1, wherein the method includes, in the one or more electronic processing devices:

a) determining a selection of workspace corporate data to be acquired in accordance with user input commands from a first user;

b) displaying the indication of the selection to a second user;

c) acquiring the corporate data in accordance with input commands from the second user; and

,

d) displaying the workspace corporate data to the first user.

13. A method according to claim 1, wherein the method includes, in the one or more electronic processing devices:

a) determining, in accordance with input commands from a user, changes in at least one of;

i) the workspace corporate data; and

,

ii) a representation of the workspace corporate data; and

,

b) recording an indication of the changes together with a user identifier of the user.

14. A method according to claim 1, wherein the workspace corporate data includes one or more reports relating to one more entities, and wherein the method includes, in the one or more electronic processing devices:

a) identifying, from a report source, changes in the reports; and

,

b) selectively updating a report by acquiring an updated report from the report source in accordance with input commands from a user.

15. A method according to claim 14, wherein the method includes, in the one or more electronic processing devices, at least one of:

a) comparing report details of each report to report details from a report source to determine changes in the reports; and

,

b) displaying an indication of the changes in reports to allow a user to select reports for updating.

17. A method according to claim 14, wherein the method includes, in the one or more electronic processing devices:

a) comparing acquired updated report to the workspace corporate data to identify duplicate reports; and

,

b) recording an indication of acquired updated reports.

19. A method according to claim 1, wherein the workspace corporate data includes one or more reports relating to one more entities and wherein the method includes, in the one or more electronic processing devices:

a) determining at least one selected entity in accordance with input commands from a user;

b) performing a search associated with the at least one selected entity to identify at least one report associated with the entity; and

,

c) selectively acquiring the report in accordance with user input commands.

20. A method according to claim 19, wherein the method includes, in the one or more electronic processing devices:

a) determining an entity type associated with the at least one selected entity;

b) performing the search at least partially in accordance with the entity type;

c) determining search rules; and

,

d) performing the search at least partially in accordance with the search rules.

25. A method according to claim 1, wherein the method includes, in the one or more electronic processing devices:

a) determining a report to be acquired in accordance with user input commands;

b) identifying a report source associated with the report to be acquired;

c) generating a report request in accordance with the report source; and

,

d) transferring the report request to the report source, the report source being responsive to the report request to provide the report.

28. A method according to claim 25, wherein the method includes, in the one or more electronic processing devices:

a) determining report rules in accordance with the report source; and

,

b) generating the report request in accordance with the report rules.

29. A method according to claim 1, wherein the method includes, in the one or more electronic processing devices, generating a network representation, wherein the network representation includes:

a) a number of nodes, each node being indicative of a corresponding entity; and

,

b) a number of connections between nodes, the connections being indicative of relationships between the entities.

30. A method according to claim 29, wherein the method includes, in the one or more electronic processing devices, modifying the representation by at least one of:

a) replacing multiple connections and associated nodes with a single connection and node by;

i) identifying a respective plurality of connections having a common connection type for each of a number of connection types;

ii) replacing each plurality of connections with a single connection; and

,

iii) replacing nodes at each end of each of the plurality of connections with a respective single node;

b) replacing multiple connections of a common connection type with a single connection by;

i) determining a selected connection type in accordance with input commands from a user;

ii) identifying a plurality of connections having the selected connection type;

iii) replacing the plurality of connections with a single connection; and

,

iv) replacing nodes at each end of each of the plurality of connections with a respective single node;

c) by replacing multiple nodes of matching entities with a single node by;

i) determining matching entities; and

,

ii) modifying the network representation by merging nodes associated with the matching entities; and

,

d) selectively hiding at least one of the nodes and the connections by;

i) determining a selected connection type in accordance with input commands from a user;

ii) identifying a plurality of connections having the selected connection type;

iii) replacing the plurality of connections with a single connection; and

,

iv) replacing nodes at each end of each of the plurality of connections with a respective single node.

34. A method according to claim 30, wherein the method includes, in the one or more electronic processing devices, determining the matching entities based on at least one of:

a) input commands from a user;

b) an entity type; and

,

c) entity parameters.

38. A method according to claim 29, wherein the method includes, in the one or more electronic processing devices, generating a second network representation including a report as a respective node in the representation.

4. (canceled)

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31. (canceled)

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40. A method of managing corporate data, the corporate data includes one or more reports relating to one more entities, the method including, in one or more electronic processing devices:

a) comparing at least some report details of each report to at least some report details from a report source;

b) identifying changes in reports in response to results of the comparison;

c) displaying an indication of the changes;

d) determining at least one selected report for updating in accordance with input commands from a user; and

,

e) updating the at least one report by acquiring an updated report from the report source.

41. (canceled)

42. (canceled)

43. (canceled)

44. Apparatus for managing corporate data, the apparatus including in one or more electronic processing devices that:

a) host a workspace associated with workspace corporate data;

b) provide users access to the workspace in accordance with user access permissions to thereby allow the users to perform actions relating to the workspace corporate data, the actions including at least one of;

i) selecting workspace corporate data to be acquired from one or more corporate data sources;

ii) viewing the workspace corporate data;

iii) manipulating the workspace corporate data; and

,

iv) updating the workspace corporate data.

45. Apparatus for managing corporate data, the corporate data includes one or more reports relating to one more entities, the apparatus including one or more electronic processing devices that:

a) compare at least some report details of each report to at least some report details from a report source;

b) identify changes in reports in response to results of the comparison;

c) display an indication of the changes;

d) determine at least one selected report for updating in accordance with input commands from a user; and

,

e) update the at least one report by acquiring an updated report from the report source.

46. (canceled)

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48. (canceled)