Private entity profile network
DC CAFCFirst Claim
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1. A method for managing resource consumer information desired by one or more resource providers, comprising the steps of:
- defining, by at least one processor, a data collection template of fields for a semi-homogenous profile of resource consumer information desired by a resource provider;
customizing the template in real time, by the at least one processor, wherein customizing the template is performed by inserting, deleting, or modifying sections or fields of said template;
sending to a device of at least one resource consumer, a web-page with user fillable fields, wherein said device is at least one of a computer, telephone or personal digital assistant (PDA);
maintaining an electronic database system by a trusted third party who is neutral to both resource providers and resource consumers;
storing in the electronic database system, information entered into the user-fillable fields as a semi-homogenous profile, wherein a semi-homogenous profile is stored for each resource consumer;
storing authorization information that includes identification of at least one party authorized to access information stored in the electronic database system;
defining, by the at least one processor, portfolio categories;
storing, by the at least one processor, one or more user selectable web page links, which if selected cause the creation of portfolio records for each defined portfolio category;
defining, by the at least one processor, for each portfolio category, items that will be contained in the portfolio records;
associating, by the least one processor, at least one semi-homogenous profile with at least one of the portfolio records.
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Abstract
In private equity and debt funding operations, resource providers define electronic data collection templates to be filled in by prospective resource consumers to form semi-homogeneous profiles. Providers and/or consumers can assign themselves and/or selected third parties various individualized levels of permissions to access and to perform activities on the profiles. Providers can organize profiles into portfolios to further manage the data. All accesses and activities, such as changes to the data, are tracked and recorded in logs useful for audit purposes.
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Citations
41 Claims
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1. A method for managing resource consumer information desired by one or more resource providers, comprising the steps of:
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defining, by at least one processor, a data collection template of fields for a semi-homogenous profile of resource consumer information desired by a resource provider; customizing the template in real time, by the at least one processor, wherein customizing the template is performed by inserting, deleting, or modifying sections or fields of said template; sending to a device of at least one resource consumer, a web-page with user fillable fields, wherein said device is at least one of a computer, telephone or personal digital assistant (PDA); maintaining an electronic database system by a trusted third party who is neutral to both resource providers and resource consumers; storing in the electronic database system, information entered into the user-fillable fields as a semi-homogenous profile, wherein a semi-homogenous profile is stored for each resource consumer; storing authorization information that includes identification of at least one party authorized to access information stored in the electronic database system; defining, by the at least one processor, portfolio categories; storing, by the at least one processor, one or more user selectable web page links, which if selected cause the creation of portfolio records for each defined portfolio category; defining, by the at least one processor, for each portfolio category, items that will be contained in the portfolio records; associating, by the least one processor, at least one semi-homogenous profile with at least one of the portfolio records.
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2. A method for managing resource consumer information desired by one or more resource providers, comprising the steps of:
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defining, by at least one processor, a data collection template of fields for a profile of resource consumer information desired by a resource provider, the resource provider is a party that provides capital, assets or services, and the resource consumer is a company that wishes to share information with a resource provider; sending to a device of a resource consumer, a webpage with user-fillable fields for directly inputting primary data information, wherein said device is at least one of a computer, telephone or PDA; maintaining an electronic database system by a trusted third party who is neutral to both resource providers and resource consumers; storing in the electronic database system, the information entered into the user-fillable fields as a semi-homogenous profile, wherein a semi-homogenous profile is stored for each resource consumer; and storing authorization information that includes identification of at least one party that is authorized to access information stored in the electronic database system; defining, by the at least one processor, portfolio categories; storing, by the at least one processor, one or more user selectable web page links, which if selected cause the creation of portfolio records for each defined portfolio category; defining, by the at least one processor, for each portfolio category, items that will be contained in the portfolio records; associating, by the least one processor, at least one semi-homogenous profile with at least one of the portfolio records.
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3. A method for managing resource consumer information desired by one or more resource providers, comprising the steps of:
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defining, by at least one processor, a data collection template of fields for a semi-homogenous profile of resource consumer information desired by a resource provider; sending to a device of at least one user, a webpage with user-fillable fields, wherein said device is at least one of a computer, telephone or PDA; maintaining an electronic database system by a trusted third party who is neutral to both resource providers and resource consumers; storing in the electronic database system, information inputted into the user-fillable fields of the template as a semi-homogeneous profile, wherein a semi-homogenous profile is stored for each resource consumer; and storing authorization information that includes identification of at least one party authorized to access information stored in the electronic database system; defining, by the at least one processor, portfolio categories; storing, by the at least one processor, one or more user-selectable web-page links, which if selected cause the creation of portfolio records for each defined portfolio category; defining, by the at least one processor, for each portfolio category, items that will be contained in the portfolio records; associating, by the least one processor, at least one semi-homogenous profile with at least one of the portfolio records; implementing a desired profile data collection template, by a trusted third party and independently managing, by a trusted third party, a UserName access and activity permissions specified by the resource provider and a consumer. - View Dependent Claims (4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26)
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27. A method for managing resource consumer information desired by one or more resource providers, comprising the steps of:
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defining, by at least one processor, a data collection template of fields for a semi-homogenous profile of resource consumer information desired by a resource provider, the resource provider is a party that provides capital, assets or services, and the resource consumer is a company that wishes to share information with a resource provider; sending to a device of at least one user, a webpage with user-fillable fields, wherein said device is at least one of a computer, telephone or PDA; storing in the electronic database system, the information entered into the user-fillable fields of the template, wherein a semi-homogenous profile is stored for each resource consumer; and storing authorization information that includes identification of at least one party authorized to access information stored in the system;
enabling the definition and deployment of real-time, customizable, management audit, tracking and compliance data collection template portfolios by the steps of;defining, by the at least one processor, portfolio categories; for each defined portfolio category, creating, by the at least one processor portfolio records and the associating of profiles to the records; storing, by the at least one processor, one or more user-selectable web-page links, which if selected cause the creation of portfolio records for each defined portfolio category; defining, by the at least one processor, for each portfolio category, items that will be contained in a portfolio record; sending to a party, by the at least one processor, a web-page having input information fields, and storing the information in records in the electronic database system; associating, by the least one processor, at least one semi-homogenous profile with at least one of the portfolio records; associating and appending, by the at least one processor, Watch List, Pending, or Active profiles to appropriate portfolio records; and storing access information identifying the party as having access to information stored in the electronic database system. - View Dependent Claims (28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41)
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Specification