Collaborative financial close portal
First Claim
1. One or more non-transitory machine-readable storage mediums storing one or more sequences of instructions, which when executed by a processor, cause:
- sending, to a client, first display data, which when rendered by the client, depicts a collaborative financial close portal, wherein the collaborative financial close portal supports a plurality of workspaces used by a set of users to perform activities related to a financial close process, and wherein the plurality workspaces are arranged in a hierarchical relationship; and
in response to receiving identification data that identifies a user of the client, sending, to the client, second display data, which when rendered by the client, depicts a particular workspace, of the plurality of workspaces;
wherein in the particular workspace, multiple users including the user are granted access to financial data associated with the financial close process;
wherein the depiction of the particular workspace includes a depiction of status information about a particular financial close activity, said particular financial close activity comprising a set of financial close activities associated with a set of workspaces lower in the hierarchal relationship than the particular workspace;
wherein the status information about the particular financial close activity depicts a particular state in a sequence of possible states, the particular state corresponding to a least successful status associated with any financial close activity in said set of financial close activities;
wherein the financial close process is performed on the particular workspace subsequent to performance of the financial close process on said set of workspaces; and
wherein the financial close process of each workspace covers a specific period of time.
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Accused Products
Abstract
Mechanisms and approaches for a collaborative financial close portal are provided. A client receives display data, which when rendered by the client, depicts a collaborative financial close portal that supports one or more workspaces. Each of the one or more workspaces may be used by a different set of users to perform activities related to a financial close process. The one or more workspaces are arranged in a hierarchical relationship. In response to receiving identification data that identifies a user of the client, additional display data is sent to the client, which when rendered, depicts a particular workspace for which the user is granted access. The depiction of the particular workspace includes depicting status information about financial close activities associated with one or more workspaces lower in the hierarchal relationship than the particular workspace.
89 Citations
21 Claims
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1. One or more non-transitory machine-readable storage mediums storing one or more sequences of instructions, which when executed by a processor, cause:
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sending, to a client, first display data, which when rendered by the client, depicts a collaborative financial close portal, wherein the collaborative financial close portal supports a plurality of workspaces used by a set of users to perform activities related to a financial close process, and wherein the plurality workspaces are arranged in a hierarchical relationship; and in response to receiving identification data that identifies a user of the client, sending, to the client, second display data, which when rendered by the client, depicts a particular workspace, of the plurality of workspaces; wherein in the particular workspace, multiple users including the user are granted access to financial data associated with the financial close process; wherein the depiction of the particular workspace includes a depiction of status information about a particular financial close activity, said particular financial close activity comprising a set of financial close activities associated with a set of workspaces lower in the hierarchal relationship than the particular workspace; wherein the status information about the particular financial close activity depicts a particular state in a sequence of possible states, the particular state corresponding to a least successful status associated with any financial close activity in said set of financial close activities; wherein the financial close process is performed on the particular workspace subsequent to performance of the financial close process on said set of workspaces; and wherein the financial close process of each workspace covers a specific period of time. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 21)
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11. A machine-implemented method for enabling a client to perform activities related to a financial close process, comprising:
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rendering by the client, a collaborative financial close portal, wherein the collaborative financial close portal supports a plurality of workspaces used by a set of users to perform a set of financial close activities related to a financial close process, and wherein the plurality of workspaces are arranged in a hierarchical relationship; the client transmitting first identification data that identifies a user of the client; rendering by the client, a particular workspace, of the plurality of workspaces, for which the user is granted access, and wherein the depiction of the particular workspace includes a depiction of status information about financial close activities associated with a set of workspaces lower in the hierarchal relationship than the particular workspace; using the first identification data to look up second identification data, wherein the second identification data uniquely identifies the user to an external source requiring the second identification data; and sending the second identification data to said external source to obtain data for display by the client without requiring the user to sign in more than once; wherein the financial close process is performed on the particular workspace subsequent to performance of the financial close process on said set of workspaces; and wherein the financial close process of each workspace covers a specific period of time. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19)
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20. An apparatus for enabling a client to perform activities related to a financial close process, comprising:
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a processor; a non-transitory machine-readable medium electronically coupled to the processor, the non-transitory machine-readable medium storing one or more sequences of instructions, which when executed by at least the processor, cause; sending, to the client, first display data, which when rendered by the client, depicts a collaborative financial close portal, wherein the collaborative financial close portal supports a plurality of workspaces used by a set of users to perform the activities related to a financial close process, and wherein the plurality workspaces are arranged in a hierarchical relationship; and in response to receiving first identification data that identifies a user of the client, sending, to the client, second display data, which when rendered by the client, depicts a particular workspace, of the plurality of workspaces, for which the user is granted access, and wherein the depiction of the particular workspace includes a depiction of status information about activities associated with a set of workspaces lower in the hierarchal relationship than the particular workspace; using the first identification data to look up second identification data, wherein the second identification data uniquely identifies the user to an external source requiring the second identification data; and sending the second identification data to said external source to obtain data for display by the client without requiring the user to sign in more than once; wherein the financial close process is performed on the particular workspace subsequent to performance of the financial close process on said set of workspaces; and wherein the financial close process of each workspace covers a specific period of time.
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Specification