Method and system for enabling collaboration between advisors and clients
First Claim
1. A computer implemented method for enabling a financial services client and financial service provider participants to collaborate as a team, the method executed by one or more processors configured to perform the following operations:
- receiving, from a financial services client, a request to define a collaboration team comprising a first financial service provider participant and a second financial service provider participant that are financial advisers for the financial services client, and to provide a first scope of authorization and a second scope of authorization for the first and second financial service provider participants, respectively, to access data and documents of the financial services client;
providing a common electronic forum for storing the financial services client data and documents associated with the financial services client and making the financial services client data selectively accessible to authorized ones of the financial service provider participants such that the common electronic forum enables the financial service provider participants(i) to access at least a portion of the stored financial services client data and documents according to the financial service provider participant'"'"'s scope of authorization, and(ii) to modify one or more accessed documents via the common online forum, such that the one or more modified documents are accessible to the financial services client and authorized ones of the financial service provider participants through the common electronic forum; and
(iii) to store the one or more modify documents; and
receiving, from the financial services client, a request to access the information provided by the financial service provider participants through the common electronic forum.
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
59 Claims
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1. A computer implemented method for enabling a financial services client and financial service provider participants to collaborate as a team, the method executed by one or more processors configured to perform the following operations:
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receiving, from a financial services client, a request to define a collaboration team comprising a first financial service provider participant and a second financial service provider participant that are financial advisers for the financial services client, and to provide a first scope of authorization and a second scope of authorization for the first and second financial service provider participants, respectively, to access data and documents of the financial services client; providing a common electronic forum for storing the financial services client data and documents associated with the financial services client and making the financial services client data selectively accessible to authorized ones of the financial service provider participants such that the common electronic forum enables the financial service provider participants (i) to access at least a portion of the stored financial services client data and documents according to the financial service provider participant'"'"'s scope of authorization, and (ii) to modify one or more accessed documents via the common online forum, such that the one or more modified documents are accessible to the financial services client and authorized ones of the financial service provider participants through the common electronic forum; and (iii) to store the one or more modify documents; and receiving, from the financial services client, a request to access the information provided by the financial service provider participants through the common electronic forum. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16)
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17. A computer-implemented method for enabling a financial service client and financial service provider participants to collaborate as a team, the method executed by one or more processors configured to perform the following operations:
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providing a common electronic forum for a collaboration team comprising a first financial service provider participant and a second service provider participant that are financial advisors for the financial services client, the first and the second financial service provider participants having a first scope of authorization and a second scope of authorization, respectively, defined by the financial services client to access data and documents of the financial services client; and receiving, from one financial service provider participant, a request to selectively access financial services client data from the common electronic forum, wherein the common electronic forum enables the financial service provider participants (i) to access at least a portion of the stored financial services client data and documents associated with the financial services client via the common electronic forum according to the financial service provider participant'"'"'s scope of authorization, (ii) to modify one or more accessed documents via the common electronic forum, such that the one or more modified documents are accessible to the financial services client and authorized ones of the financial service provider participants through the common electronic forum; and (iii) to store the one or more modify documents. - View Dependent Claims (18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29)
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30. A computer implemented system for enabling a financial services client and financial service provider participants to collaborate as a team comprising:
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one or more processors configured to; receive, from a financial services client, a request to define a collaboration team comprising a first financial service provider participant and a second financial service provider participant that are financial advisers for the financial services client, and to provide a first scope of authorization and a second scope of authorization for the first and second financial service provider participants, respectively, to access data and documents of the financial services client; provide a common electronic forum for storing the financial services client data and documents associated with the financial services client and making the financial services client data selectively accessible to authorized ones of the financial service provider participants such that the common electronic forum enables the financial service provider participants (i) to access at least a portion of the stored financial services client data and documents according to the financial service provider participant'"'"'s scope of authorization, (ii) to modify one or more accessed documents via the common electronic forum, such that the posted information is accessible to the financial services client and authorized ones of the financial service provider participants through the common electronic forum; and (iii) to store the one or more modify documents; and receive, from the financial services client, a request to access the information provided by the financial service provider participants through the common electronic forum. - View Dependent Claims (31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43)
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44. A computer implemented system for enabling a financial services client and financial service provider participants to collaborate as a team comprising:
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one or more processors configured to; provide a common electronic forum for a collaboration team comprising a first financial service provider participant and a second financial service provider participant that are financial advisors for the financial services client, the first and the second financial service provider participants having a first scope of authorization and a second scope of authorization, respectively, defined by the financial services client to access data and documents of the financial services client; and receive, from one of the financial service provider participants, a request to selectively access financial services client data from the common electronic forum, wherein the common electronic forum enables the financial service provider participants (i) to access at least a portion of the stored financial services client data and documents associated with the financial services client via the common electronic forum according to the financial service provider participant'"'"'s scope of authorization, (ii) to modify one or more accessed documents via the common electronic forum, such that the one or more modified documents are accessible to the financial services client and authorized ones of the financial service provider participants through the common electronic forum; and (iii) to store the one or more modify documents. - View Dependent Claims (45, 46, 47, 48, 49, 50, 51, 52, 53, 54, 55, 56)
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57. A computer-implemented method for enabling a client of more than one financial services advisor and financial services advisor participants to collaborate as a team, the method executed by one or more processors configured to perform the following operations:
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receiving, from a financial services client, a request to define a financial services advisory collaboration team comprising a first financial services advisor participant and a second financial services advisor participant for the financial services client, and to provide a first scope of authorization and a second scope of authorization for the first and second financial provider advisor participants, respectively, to access data and documents of the financial services client; and providing a common online forum for storing and making personal and financial information about the client and financial documents associated with the client selectively accessible to authorized ones of the financial service advisor participants such that the common online forum enables the financial service advisor participants (i) to access at least a portion of the stored personal and financial information about the financial services client and financial documents associated with the client according to the financial service advisor participant'"'"'s scope of authorization, (ii) to modify one or more accessed documents via the common online forum, such that the one or more modified documents are accessible to the financial services client and authorized ones of the financial services advisor participants through the common electronic forum; and (iii) to store the one or more modify documents, the common online forum further comprising; a client module that enables the financial services client, through the common online forum, to access data and documents associated with the client, to generate a request for defining the scope of authorization one or more financial services advisor participants, and to access the one or more modified documents by financial service advisor participants; an advisor module that enables of financial services advisor participants to select a client for which that client has previously granted the financial services advisor access to that clients data, and to select an activity related to the selected financial services client; a financial services client history database that stores data and documents related to the financial services client and records activity associated with the financial services client; and a collaboration module that enables both the financial services client to communicate with each of the financial services advisor participants and the authorized financial services advisor participants to communicate with each other through the common online forum. - View Dependent Claims (58, 59)
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Specification