Electronic sales system

• US 8,600,852 B2
• Filed: 12/03/2007
• Issued: 12/03/2013
• Est. Priority Date: 10/25/2000
• Status: Active Grant

• Current Assignee: Refinitiv US Organization, LLC (Refinitiv US Holdings, Inc.)
• Original Assignee: Thomson Financial LLC (Refinitiv US Holdings, Inc.)
• Inventors: Lamoureux, Bob, Jaminet, Paul, Kopikis, Alexis, Moochhala, Zenobia
• Primary Examiner(s): Akintola, Olabode
• Application Number:
  US11/949,551
• Publication Number:
  US 20080177594A1
• Time in Patent Office: 2,192 Days
• Field of Search: 705 35- 38
• US Class Current: 705/35
• CPC Class Codes: G06Q 20/382 insuring higher security of transaction
• CPC Class Codes: G06Q 20/401 Transaction verification
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/04 Billing or invoicing
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]
• CPC Class Codes: G06Q 30/0641 Shopping interfaces

Abstract

A method comprises making a set of personal profiles available, from at least one buy-side user to at least one sell-side user, each personal profile in the set of personal profiles including a first set of first values for a plurality of information fields, the plurality of information fields relating to commercial transactions. Based upon the at least part of the set of personal profiles, the method receives a request to enter into a trusted relationship from the at least one sell-side user at the at least one buy-side user, and receives a set of trusted relationship information from the at least one sell-side user at the at least one buy-side user. The method sends the set of trusted relationship information, from the at least one buy-side user to the at least one sell-side user. The relationship includes a variable level of trust which affects the amount of infrastructure functionality available to one or more users and wherein the variable level of trust comprises a first level of trust and a second level of trust and wherein the first level of trust is set by the at least one buy-side user and the second level of trust is set by the at least one sell-side user.

Claims

1. A networked commercial interaction management method providing secure authenticated data delivery by at least one computer system, comprising the steps of:

defining a profile for a user including a set of values for a plurality of information fields,

receiving information bundles from different networked users in a same machine-readable format, wherein the machine-readable format includes values for the plurality of information fields,

processing, by the computer system, the machine-readable format including the values for the plurality of information fields in the information bundles,

presenting at least parts of the information bundles from the different users based on the values for the plurality of fields for the profile and the values for the plurality of fields for the bundles, and

automatically modifying the profile based on information contained in the bundles received in the step of receiving.

2. The method of claim 1 wherein the step of presenting presents the parts of the information bundles in a single list view.

3. The method of claim 1 wherein the step of presenting presents the parts of the information bundles in a customizable view.

4. The method of claim 1 wherein the step of presenting presents the parts of the information bundles in an outline view.

5. The method of claim 1 wherein the machine-readable format includes a traded security identifier field, an annotation field, and a sender identification field as the information fields.

6. The method of claim 1 wherein the machine-readable format includes an organizational affiliation identification field, an annotation field, and a sender identification field as the information fields.

7. The method of claim 1 wherein the machine-readable format includes a traded security identifier field, a content field, an annotation field, and a sender identification field as the information fields.

8. The method of claim 1 wherein the information bundles include textual information bundles, graphical information bundles, and audio information bundles.

9. The method of claim 1 further including the step of defining an alert based at least in part on values for the information fields.

10. The method of claim 9 wherein the step of defining an alert includes selecting a remote notification method.

11. The method of claim 1 further including the step of establishing communication with a sender of a first of the bundles received in the step of receiving relating to the content of the first of the bundles.

12. The method of claim 11 wherein the step of responding takes place in response to user actuation of a control associated with the first bundle.

13. The method of claim 11 wherein the step of responding takes place in response to user actuation of a control proximate a display area for the first bundle.

14. The method of claim 11 wherein the step of responding includes near-real-time, two-way communication.

15. The method of claim 11 wherein the step of responding includes near-real-time, two-way textual communication.

16. The method of claim 1 further including the step of making the profile available to other users of the network.

17. The method of claim 16 wherein the step of making the profile available is responsive to a step of defining a limited distribution record specifying the extent of distribution of the profile.

18. The method of claim 16 wherein the step of making the profile available is responsive to a step of defining a partial distribution record specifying the amount of the profile to be distributed.

19. The method of claim 1 further including the step of communicating machine-readable identifying information to the user for at least one of the different users, and receiving from the user a selection to accept or deny information bundles from the at least one of the different users based on the machine readable identifying information communicated in the step of communicating.

20. The method of claim 19 wherein the step of communicating machine-readable identifying information includes the step of providing an electronic business card that includes the identifying information.

21. The method of claim 19 wherein the step of communicating machine-readable identifying information is performed over a secure channel.

22. The method of claim 19 further including the step of receiving from the user a selection of a different user to communicate with from a directory of authorized users.

23. The method of claim 19 further including the step of automatically adjusting at least one value of the plurality of fields for the profile based on a message from a software application and independent of user input.

24. The method of claim 1 further including the steps of defining an additional profile for the user including an additional set of values for the plurality of information fields, and further presenting at least parts of the information bundles from the different users based on the additional values for the plurality of fields for the profile and the values for the plurality of fields for the bundles.

25. The method of claim 1 wherein the step of presenting presents at least the parts of the information bundles to a plurality of different users based on the same set of values for the plurality of fields for the profile and the plurality of fields for the bundles.

28. The method of claim 1 wherein at least one of the plurality of fields for the profile and the plurality of fields for the bundles include a plurality of securities identifiers and wherein the step of receiving receives information about a particular security.

29. The method of claim 1 further comprising:

generating a token and transmitting the token to an aggregation server that compares the token to a corresponding server side token for validating the user;

determining whether the token and the server side token match;

validating the user when the token and the server side token match.

30. The method of claim 1 further comprising:

enabling restricting distribution of the bundles to predetermined aggregation servers;

enabling synchronizing profiles within the predetermined aggregation servers;

enabling selectively providing access to predetermined data to the users by the distribution of the bundles to the predetermined aggregation servers responsive to the profiles.

31. The method of claim 1 further comprising:

transmitting the bundles representing transactions to a profile management system;

automatically updating profile information responsive to the bundles by the profile management system;

determining whether to present additional bundles responsive to the updated profile information.

26. A networked computer system for managing secure authenticated commercial interactions, comprising:

a computer system in communication with an electronic network and at least one database, wherein the computer system comprises;

user profile storage including storage for a set of values for a plurality of information fields,

a bundle interface responsive to a network and operative to receive information bundles from different networked users in a same machine-readable format, wherein each of the information bundles having the machine-readable format includes a bundle type, a data element reference and values for the plurality of information fields, wherein at least one data element reference corresponds to a data element that remains resident on a node of associated with a data owner the network,

a filter, implemented by the computer system, responsive to the bundle interface and to the user profile storage and operative to present at least parts of the information bundles from the different users based on the values for the plurality of fields for the profile and the values for the plurality of fields for the bundles, and

profile modification functionality, executed by the computer system, responsive to the bundle interface and in communication with the profile, automatically modifying the profile based on information contained in the bundles received by the bundle interface,

wherein the user profile storage, the bundle interface, the filter, and the profile modification functionality are each stored on a non-transitory tangible computer-readable medium.

27. A networked system for managing secure authenticated commercial interactions, comprising:

means for defining a user profile including a set of values for a plurality of information fields,

means for receiving information bundles from different networked users in a same machine-readable format, wherein the machine-readable format includes values for the plurality of information fields,

means for presenting at least parts of the information bundles from the different users based on the values for the plurality of fields for the profile and the values for the plurality of fields for the bundles, and

means for automatically modifying the profile based on information contained in the bundles received by the means for receiving.