Method and system for enabling collaboration between advisors and clients
First Claim
1. A computer implemented method for enabling collaboration between advisors and clients, 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 advisors associated with a client, wherein the requests further define different scopes of authorization for the advisors to access financial documents including financial information associated with the client;
hosting, over a network, an electronic collaboration forum that enables collaboration between the advisors and the client and, responsive to receipt of the selections, selectively provides the advisors access to stored financial documents associated with the client in accordance with the scopes of authorization for the advisors defined in the requests;
providing a first advisor access to a first financial document associated with the client through the electronic collaboration forum, responsive to reception of a request for the first financial document from the first advisor and to the scope of authorization for the first advisor permitting access to the first financial document;
receiving a modification to the first financial document from the first advisor via the electronic collaboration forum;
modifying, by the one or more processors, the first financial document accessible through the electronic collaboration forum in accordance with the received modification; and
providing access to the modified first financial document via the electronic collaboration forum for (i) the client and (ii) the advisors associated with scopes of authorization that permit access to the first financial 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.
30 Citations
20 Claims
-
1. A computer implemented method for enabling collaboration between advisors and clients, 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 advisors associated with a client, wherein the requests further define different scopes of authorization for the advisors to access financial documents including financial information associated with the client; hosting, over a network, an electronic collaboration forum that enables collaboration between the advisors and the client and, responsive to receipt of the selections, selectively provides the advisors access to stored financial documents associated with the client in accordance with the scopes of authorization for the advisors defined in the requests; providing a first advisor access to a first financial document associated with the client through the electronic collaboration forum, responsive to reception of a request for the first financial document from the first advisor and to the scope of authorization for the first advisor permitting access to the first financial document; receiving a modification to the first financial document from the first advisor via the electronic collaboration forum; modifying, by the one or more processors, the first financial document accessible through the electronic collaboration forum in accordance with the received modification; and providing access to the modified first financial document via the electronic collaboration forum for (i) the client and (ii) the advisors associated with scopes of authorization that permit access to the first financial document. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
-
-
11. A computer implemented system for enabling collaboration between advisors and clients, wherein the system comprises one or more processors configured to:
-
receive requests to define a collaboration team that includes advisors associated with a client, wherein the requests further define different scopes of authorization for the advisors to access financial documents including financial information associated with the client; host, over a network, an electronic collaboration forum configured to enable collaboration between the advisors and the client, and, responsive to receipt of the selections, selectively provide the advisors access to stored financial documents associated with the client in accordance with the scopes of authorization for the advisors defined in the requests; provide a first advisor access to a first financial document associated with the client through the electronic collaboration forum, responsive to reception of a request for the first financial document from the first advisor and to the scope of authorization for the first advisor permitting access to the first financial document; receive a modification to the first financial document from the first advisor via the electronic collaboration forum; modify the first financial document accessible through the electronic collaboration forum in accordance with the received modification; and provide the access to the modified first financial document via the electronic collaboration forum for (i) the client and (ii) the advisors associated with scopes of authorization that permit access to the first financial document. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
-
Specification