Negotiation manager incorporating clause modification and markers for tracking negotiation progress

• US 6,502,113 B1
• Filed: 11/23/1998
• Issued: 12/31/2002
• Est. Priority Date: 11/23/1998
• Status: Expired due to Fees

• Current Assignee: Pharmaserve International Incorporated
• Original Assignee: Pharmaserve International Incorporated
• Inventors: Crawford, John E., Kudla, Ronald M.
• Primary Examiner(s): Feild, Joseph H.
• Assistant Examiner(s): Bashore, William L.
• Application Number:
  US09/197,655
• Time in Patent Office: 1,499 Days
• Field of Search: 707/530, 707/5, 707/531, 707/511, 707/104.1, 705/1, 705/35, 705/80, 705/37, 345/329, 380/268
• US Class Current: 715/210
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 50/188 Electronic negotiation

Abstract

A method for managing negotiations between parties, comprising the steps of: storing a selected document having a plurality of negotiable clauses; creating a first retrievable display relating to the document; updating the document as the clauses are modified by the parties, so that each clause corresponds to the last of the modifications; creating a plurality of respective, retrievable clause displays for all modifications of the clauses as each clause is negotiated; creating a retrievable summary display for the clauses; and, visually coding the retrievable displays to distinguish between clauses which have not been negotiated and clauses which have been agreed to, and so that updated clauses which have not yet been agreed to are attributed to one of the parties, whereby the negotiations can be tracked by reviewing the visually coded displays. All of the steps can be implemented at an Internet web site.

Claims

1. A method for managing negotiations between parties, comprising the steps of:

storing a selected document having a plurality of negotiable clauses;

creating a first retrievable display relating to said document;

updating said document as said clauses are modified by said parties, so that each said clause corresponds to the last of said modifications;

visually coding said first retrievable display to identify clauses which have not been negotiated, whereby said negotiations can be tracked by reviewing said visually coded display;

creating a plurality of respective retrievable clause displays for all said modifications of said clauses as each said clause is negotiated;

visually coding said plurality of respective retrievable clause displays so that said modifications are attributable to respective ones of said parties;

creating a retrievable summary display for all said clauses, each said clause being represented by a summary identifier; and

,

visually coding each said summary identifier consistent with said step of visually coding said plurality of respective retrievable clause displays.

2. The method of claim 1, comprising the step of visually coding by at least one of:

foreground color;

background color;

font face;

font style;

borders; and

, brackets.

3. The method of claim 1, wherein said step of creating retrievable displays of modifications of said clauses comprises the steps of:

linking to at least one source of selectable clauses; and

,

copying selected ones of said selectable clauses to implement said modifications.

4. A method for managing negotiations between parties, comprising the steps of:

storing a selected document having a plurality of negotiable clauses;

creating a first retrievable display relating to said document;

updating said document as said clauses are modified by said parties, so that each said claus corresponds to the last of said modifications;

visually coding said first retrievable display to identify clauses which have not been negotiated, whereby said negotiations can be tracked by reviewing said visually coded display;

creating a retrievable summary display for all said clauses, each said clause being represented by a summary identifier; and

,

visually coding each said summary identifier consistent with said step of visually coding said first retrievable display.

5. A method for managing negotiations between parties, comprising the steps of:

storing a selected document having a plurality of negotiable clauses;

creating a first retrievable display relating to said document;

updating said document as said clauses are modified by said parties, so that each said clause corresponds to the last of said modifications;

visually coding said first retrievable display to identify clauses which have not been negotiated and to distinguish between clauses which have not been negotiated and clauses which have been agreed to, whereby said negotiations can be tracked by reviewing said visually coded display;

further visually coding said first retrievable display so that those of said updated clauses which have not yet been agreed to are attributable to one of said parties;

creating a plurality of respective retrievable clause displays for all said modifications of said clauses as each said clause is negotiated;

visually coding said plurality of respective retrievable clause displays so that said modifications are attributable to respective ones of said parties;

creating a retrievable summary display for all said clauses, each said clause being represented by a summary identifier; and

,

visually coding each said summary identifier consistent with said steps of visually coding said first retrievable display and visually coding said plurality of respective retrievable clause displays.

6. The method of claim 5, comprising the step of visually coding and further visually coding by at least one of:

foreground color;

background color;

font face;

font style;

borders; and

,

brackets.

7. The method of claim 5, further comprising the step of recording retrievable notes relating to respective ones of said negotiated clauses.

8. The method of claim 5, further comprising the step of storing all information recorded in connection with said negotiations in at least one data file, whereby said at least one data file can be sent back and forth between said parties.

9. The method of claim 5, further comprising the steps of:

storing all information recorded in connection with said negotiations on an Internet web site; and

,

enabling access to said information by said parties over the Internet.

10. A method for facilitating negotiations, comprising the steps of:

enabling at an Internet web site a selection of a document having a plurality of negotiable clauses;

creating at said Internet web site a first retrievable display related to said document;

providing authorized parties access to said retrievable display over said Internet;

updating said document as said clauses are modified during said negotiations, so that each said clause corresponds to the last of said modifications;

visually coding said first retrievable display to identify clauses which have not been negotiated, whereby said negotiations can be tracked;

creating a retrievable summary display for all said clauses, each said clause being represented by a summary identifier; and

,

visually coding each said summary identifier.

11. A method for facilitating negotiations, comprising the steps of:

enabling at an Internet web site a selection of a document having a plurality of negotiable clauses;

creating at said Internet web site a first retrievable display related to said document;

providing authorized parties access to said retrievable display over said Internet;

updating said document as said clauses are modified during said negotiations, so that each said clause corresponds to the last of said modifications;

visually coding said first retrievable display to identify clauses which have not been negotiated, whereby said negotiations can be tracked;

visually coding said first retrievable display to distinguish between clauses which have not been negotiated and clauses which have been agreed to;

further visually coding said first retrievable display so that those of said updated clauses which have not yet been agreed to are attributable to one of said parties;

creating a retrievable summary display for all said clauses, each said clause being represented by a summary identifier; and

,

visually coding each said summary identifier consistent with said steps of visually coding and further visually coding said first retrievable display.

14. The method of claims 11 or 12, further comprising the step of recording retrievable notes relating to respective ones of said negotiated clauses.

15. The method of claims 11 or 12, further comprising the steps of:

making sources of selectable clauses available at said Internet web site; and

,

enabling copying of said selectable clauses by said parties to implement said modifications.

12. A method for facilitating negotiations, comprising the steps of:

enabling at an Internet web site a selection of a document having a plurality of negotiable clauses;

creating at said Internet web site a first retrievable display related to said document;

providing authorized parties access to said retrievable display over said Internet;

updating said document as said clauses are modified during said negotiations, so that each said clause corresponds to the last of said modifications;

visually coding said first retrievable display to identify clauses which have not been negotiated, whereby said negotiations can be tracked;

creating a retrievable summary display for all said clauses, each said clause being represented by a summary identifier;

visually coding each said summary identifier;

creating a plurality of respective retrievable clause displays for all said modifications of said clauses as each said clause is negotiated; and

,

visually coding said plurality of respective retrievable clause displays so that said modifications are attributable to respective ones of said parties.

13. The method of claim 12, comprising the steps of visually coding and further visually coding by at least one of:

foreground color;

background color;

font face;

font style;

borders; and

,

brackets.

16. A computer apparatus programmed with a routine set of instructions stored in a fixed medium, said computer apparatus comprising:

means for selecting a document having a plurality of negotiable clauses;

means for creating a first retrievable display relating to said document;

means for updating said document as said clauses are modified, so that each said clause corresponds to the last of said modifications;

means for visually coding said first retrievable display to identify clauses which have not been negotiated, whereby said negotiations can be tracked by reviewing said visually coded display;

means for creating a plurality of respective retrievable clause displays for all said modifications of said clauses as each said clause is negotiated;

means for visually coding said plurality of respective retrievable clause displays so that said modifications are attributable to respective ones of said parties;

means for creating a retrievable summary display for all said clauses, each said clause being represented by a summary identifier; and

,

means for visually coding each said summary identifier consistent with said visually coding of said plurality of respective retrievable clause displays.

17. A computer apparatus programmed with a routine set of instructions stored in a fixed medium, said computer apparatus comprising:

means for selecting a document having a plurality of negotiable clauses;

means for creating a first retrievable display relating to said document;

means for updating said document as said clauses are modified, so that each said clause corresponds to the last of said modifications;

means for visually coding said first retrievable display to identify clauses which have not been negotiated, whereby said negotiations can be tracked by reviewing said visually coded display;

means for visually coding said first retrievable display to distinguish between clauses which have not been negotiated and clauses which have been agreed to;

means for further visually coding said first retrievable display so that those of said updated clauses which have not yet been agreed to are attributable to one of said parties;

means for creating a plurality of respective retrievable clause displays for all said modifications of said clauses as each said clause is negotiated;

means for visually coding said plurality of respective retrievable clause displays so that said modifications are attributable to respective ones of said parties;

means for creating a retrievable summary display for all said clauses, each said clause being represented by a summary identifier; and

,

means for visually coding each said summary identifier consistent with said visual coding said first retrievable display and said visual coding of said plurality of respective retrievable clause displays.

18. The computer apparatus of claim 17, wherein said visual coding and said further visual coding is by at least one of:

foreground color;

background color;

font face;

font style;

borders; and

,

brackets.

19. A method for managing negotiations between parties, comprising the steps of:

storing a selected document having a plurality of negotiable clauses;

creating a first retrievable display relating to the document;

updating the document as the clauses are modified by the parties, so that each clause corresponds to the last of the modifications;

creating a plurality of respective, retrievable clause displays for all the modifications of the clauses as each the clause is negotiated;

creating a retrievable summary display for all the clauses; and

,

visually coding the retrievable displays to distinguish between clauses which have not been negotiated and clauses which have been agreed to, and so that those of the updated clauses which have not yet been agreed to are attributable to one of the parties, whereby the negotiations can be tracked by reviewing the visually coded displays.

20. A computer apparatus programmed with a routine set of instructions stored in a fixed medium, said computer apparatus comprising:

means for selecting a document having a plurality of negotiable clauses;

means for creating a first retrievable display relating to said document;

means for updating said document as said clauses are modified, so that each said clause corresponds to the last of said modifications;

means for visually coding said first retrievable display to identify clauses which have not been negotiated, whereby said negotiations can be tracked by reviewing said visually coded display;

means for creating a retrievable summary display for all said clauses, each said clause being represented by a summary identifier;

means for visually coding each said summary identifier consistent with said visually coding of said plurality of respective retrievable clause displays;

each said means being operable at an Internet web site; and

,

means for providing authorized parties access to said Internet web site for negotiating and tracking said negotiations.