Company and contact information system and method

• US 8,856,662 B2
• Filed: 07/29/2013
• Issued: 10/07/2014
• Est. Priority Date: 09/27/2005
• Status: Active Grant

• Current Assignee: Morgan Stanley Services Group Inc. (Morgan Stanley)
• Original Assignee: Morgan Stanley
• Inventors: Becker, Carl, Kovel, Christopher, Khwaja, Anis A., Choi, Judy, Sparkes, Stephen Michael, Crenshaw, Andrew, Foad, Nicholas J., Boguslavsky, Igor
• Primary Examiner(s): ABDUL-ALI, OMAR R
• Application Number:
  US13/953,302
• Publication Number:
  US 20130317883A1
• Time in Patent Office: 435 Days
• Field of Search: 715/751, 715/810, 715/753
• US Class Current: 715/751
• CPC Class Codes: G06F 16/954 Navigation, e.g. using categorised browsing
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data

Abstract

A user interface for providing information regarding a subject company to a user. The user interface may comprise a company tile, which may have an indicator of the subject company. A state of the company tile, such as, for example, its color, may indicate a property of the subject company. The user interface may also comprise a financial information module displaying financial information regarding the subject company, and a subject individual module displaying information regarding a subject individual related to the subject company. According to various embodiments, the user interface may also include a navigation toolbar including a second company tile comprising an indicator of a second company. Selecting the second company tile may cause the second company to become a new subject company.

Claims

1. A computer implemented system for presenting a user interface to a user, the system comprising:

a computer comprising at least one processor and operatively associated non-transitory memory, wherein the memory comprises thereon instructions that, when executed by the at least one processor, cause the at least one processor to;

serve a user interface to a user system, wherein the user interface comprises a plurality of company tiles, wherein each of the plurality of company tiles comprises an indicator of a corresponding company and wherein each of the plurality of company tiles comprises a state indicating a property of the corresponding company;

receive from the user system a selection of a first company tile selected from the plurality of company tiles;

in response to the selection, serve to the user system a second user interface, wherein the corresponding company of the first company tile is a subject company of the second user interface, and wherein the second user interface comprises;

a subject company tile comprising an indicator of the subject company, wherein a state of the company tile indicates a property of the subject company;

a subject individual module displaying information regarding a subject individual related to the subject company; and

a navigation toolbar including a second company tile comprising an indicator of a second company, wherein selecting the second company tile causes the second company to become a new subject company of the second user interface.

2. The system of claim 1, wherein the second company is related to the subject company.

3. The system of claim 2, wherein the second company is at least one of the group consisting of, a subsidiary of the subject company, a parent of the subject company, a strategic partner of the subject company, and a competitor of the subject company.

4. The system of claim 1, wherein the second company is a previous subject company of the user interface.

5. The system of claim 1, wherein the second company tile indicates a property of the second company.

6. The system of claim 1, wherein the property of the subject company comprises at least one property selected from the group consisting of a share price, a change in share price, a status of an earnings report for the subject company, a status of a research report regarding the subject company, and a status of a news story regarding the subject company.

7. The system of claim 1, wherein the second user interface further comprises a calendar module including information regarding meetings with at least one of the subject individual and another individual related to the subject company.

8. The system of claim 1, wherein the subject individual is at least one of the group consisting of an employee of the subject company, a representative of the subject company, and an analyst who reports on the subject company.

9. The system of claim 1, wherein the second user interface further comprises a subject individual navigation module comprising a plurality of names, wherein each name indicates an individual related to the subject company, and wherein selecting one of the names causes the individual indicated by the name to become a new subject individual.

10. The system of claim 1, wherein the second user interface further comprises an analyst rating module, wherein the analyst rating module provides a rating of the subject company.

11. The system of claim 1, wherein the second user interface further comprises a deal track module, wherein the deal track module provides information regarding pending deals of the subject company.

12. The system of claim 11, wherein the information regarding pending deals comprises at least one of the group consisting of a deal description or name, a product phase, a size, and a probability of completion.

13. The system of claim 1, wherein the second user interface further comprises a relationship module, wherein the relationship module graphically displays a relationship between the subject individual and a second individual related to the subject company.

14. The system of claim 1, wherein the memory further comprises thereon instructions that, when executed by the at least one processor, cause the computer to serve to the user system an alert window, wherein the alert window is configured to display when at least one predetermined condition is met.

15. The user interface of claim 14, wherein the memory further comprises thereon instructions that, when executed by the at least one processor, cause the computer to display the alert window on top of the second user interface.

17. The system of claim 14, wherein the at least one predetermined condition is a phone call with an individual from the subject company.

16. A computer-implemented method of providing information regarding a subject company to a user, the method comprising:

serving, by a computer and to a user system, a user interface, wherein the user interface comprises a plurality of company tiles, wherein each of the plurality of company tiles comprises an indicator of a corresponding company, wherein each of the plurality of company tiles comprises a state indicating a property of the corresponding company, and wherein the computer comprises at least one processor and operatively associated non-transitory memory;

receiving, by the computer and from the user system, a selection of a first company tile selected from the plurality of company tiles;

in response to the selection, serving, by the computer and to the user system, a second user interface, wherein the corresponding company of the first company tile is a subject company of the second user interface, and wherein the second user interface comprises;

a subject company tile comprising an indicator of the subject company, wherein a state of the company tile indicates a property of the subject company;

a subject individual module displaying information regarding a subject individual related to the subject company; and

a navigation toolbar including a second company tile comprising an indicator of a second company, wherein selecting the second company tile causes the second company to become a new subject company of the second user interface.

18. A computer implemented system for presenting a user interface to a user, the system comprising:

a computer comprising at least one processor and operatively associated non-transitory memory, wherein the memory comprises thereon instructions that, when executed by the at least one processor, cause the at least one processor to;

receive an indication of an incoming communication event from a subject individual to a user of a user system;

in response to the indication of the incoming communication, serve to the user system a user interface, wherein the user interface comprises;

a subject individual module displaying information regarding the subject individual; and

a subject company tile comprising an indicator of a subject company, wherein the subject company is associated with the subject individual, and wherein a state of the company tile indicates a property of the subject company.

19. The system of claim 18, wherein the user interface further comprises a navigation toolbar including a second company tile comprising an indicator of a second company, wherein selecting the second company tile causes the second company to become a new subject company of the second user interface.

20. The system of claim 19, wherein the second company is related to the subject company.

21. The system of claim 19, wherein the property of the subject company comprises at least one property selected from the group consisting of a share price, a change in share price, a status of an earnings report for the subject company, a status of a research report regarding the subject company, and a status of a news story regarding the subject company.

22. The system of claim 19, wherein the second user interface further comprises a calendar module including information regarding meetings with at least one of the subject individual and another individual related to the subject company.

23. The system of claim 19, wherein the subject individual is at least one of the group consisting of an employee of the subject company, a representative of the subject company, and an analyst who reports on the subject company.

24. The system of claim 19, wherein the second user interface further comprises a relationship module, wherein the relationship module graphically displays a relationship between the subject individual and a second individual related to the subject company.