System and method for enabling custom portfolio definition in an IP marketplace

• US 8,972,271 B2
• Filed: 07/29/2011
• Issued: 03/03/2015
• Est. Priority Date: 12/17/2009
• Status: Active Grant

• Current Assignee: American Express Travel Related Services Company, Inc. (American Express Company)
• Original Assignee: American Express Travel Related Services Company, Inc. (American Express Company)
• Inventors: Thomas, Tracey R.
• Primary Examiner(s): Shin, Kyung H
• Application Number:
  US13/194,648
• Publication Number:
  US 20110288984A1
• Time in Patent Office: 1,313 Days
• Field of Search: 709/229, 705/1, 705/1.1, 705/2, 705/37, 705/326, 707/E17.006, 715/738
• US Class Current: 705/2
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 16/958 Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0251 Targeted advertisements
• CPC Class Codes: G06Q 30/0278 Product appraisal
• 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 30/0613 Third-party assisted
• CPC Class Codes: G06Q 30/0627 using item specifications
• CPC Class Codes: G06Q 30/0641 Shopping interfaces
• CPC Class Codes: G06Q 30/0643 Graphical representation of items or shoppers
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: G06Q 50/18 Legal services
• CPC Class Codes: G06Q 50/184 Intellectual property management
• CPC Class Codes: G06Q 50/205 Education administration or guidance

Abstract

A comprehensive platform for merchandising intellectual property (IP) and conducting IP transactions is disclosed. A standardized data collection method enables IP assets to be characterized, rated and valuated in a consistent manner. Project management, workflow and data security functionality enable consistent, efficient and secure interactions between the IP Marketplace participants throughout the IP transaction process. Business rules, workflows, valuation models and rating methods may be user defined or based upon marketplace, industry or technology standards.

Claims

1. A system, comprising:

an intellectual property (IP) marketplace processor,

a tangible, non-transitory memory configured to communicate with the processor,

the tangible, non-transitory memory having instructions stored thereon that, in response to execution by the processor, cause the processor to perform operations comprising;

determining, by the processor, an IP portfolio associated with a user;

determining, by the processor and based upon the IP portfolio, a plurality of channels associated with the IP portfolio;

creating, by the processor, a new channel based on the IP portfolio;

generating, by the processor, a custom channel guide interface based upon the IP portfolio and the plurality of channels;

identifying, by the processor, a potential buyer of a first IP asset in the IP portfolio;

prioritizing, by the processor and based on a status of a licensing negotiation between the user and the potential buyer, the new channel within the custom channel guide interface, wherein the new channel is prioritized within a list of the plurality of channels based on a level of effectiveness of the new channel; and

presenting, by the processor, the custom channel guide interface to the user.

2. The system of claim 1, wherein the generating the custom channel guide comprises generating based upon at least one of a marketplace strategy, a marketplace stage, a legal status, an owner, an inventor, a portfolio type, an IP asset type, a valuation, a rating, an industry, a technology, an IP asset transaction history associated with an owner, an interest level of a potential buyer, an IP acquisition strategy of a potential buyer, an IP transaction history of a potential buyer or a service provider incentive.

3. The system of claim 1, wherein the determining the IP portfolio is based upon input from the user.

4. The system of claim 3, wherein the input from the user comprises a selection of the first IP asset and wherein the determining the IP portfolio further comprises automatically generating the IP portfolio based upon the first IP asset.

5. The system of claim 1, wherein the determining the IP portfolio comprises automatically generating the IP portfolio from a plurality of IP assets associated with the user.

6. The system of claim 1, further comprising retrieving, by the processor, user profile data from a user database, wherein the user profile data comprises at least one of company information, a company hierarchy, affiliate information, partner information, transaction data, associated buyers, associated sellers, associated inventors, an industry, a technology, a marketplace strategy, business rules, or a marketplace workflow, wherein the determining the plurality of channels comprises determining the plurality of channels based upon the user profile data.

7. The system of claim 1, wherein the determining the IP portfolio comprises automatically generating the IP portfolio based upon a portfolio recommendation received from a channel.

8. The system of claim 7, wherein the channel comprises a plurality of tools comprising at least one of an IP asset distribution channel, a product distribution channel, an IP asset marketing channel or an IP analysis tool.

9. The system of claim 1, wherein the eastern channel guide interface comprises a channel grouping with a plurality of channels based upon a category of a plurality of categories, wherein the plurality of categories comprises at least one of services, third party channels, tools, promotions or buyers.

10. The system of claim 1, wherein the custom channel guide interface groups a plurality of channels based upon a category of a plurality of categories.

11. The system of claim 1, wherein the custom channel guide interface comprises a list of user favorite channels.

12. The system of claim 11, further comprising receiving, by the processor, input from the user via the channel guide interface, the input indicating a selection of a first channel, and in response to receiving the input, prompting the user for an IP asset.

13. The system of claim 12, further comprising, in response to the prompting the user, receiving, by the processor, a selection of the first IP asset.

14. The system of claim 13, further comprising initiating, by the processor, the first channel based upon the first IP asset.

15. The system of claim 1, wherein the generating the custom channel guide interface comprises generating the customer channel guide interface by determining a color scheme based upon a plurality of categories associated with the channels presented on the channel guide interface.

16. The system of claim 1, wherein the generating the custom channel guide interface comprises determining a user defined sort order for the customer channel guide interface.

17. The system of claim 1, wherein the generating the custom channel guide interface comprises determining a sort order based upon agreements with channel providers.

18. The system of claim 1, wherein the custom channel guide interface presents information regarding at least one of channel feedback or channel effectiveness.

19. A computer-based method comprising:

determining, by an intellectual property (IP) marketplace computer-based system, an IP portfolio associated with a user;

determining, by the computer-based system and based upon the IP portfolio, a plurality of channels associated with the IP portfolio;

creating, by the computer-based system, a new channel based on the IP portfolio;

generating, by the computer-based system, a custom channel guide interface based upon the IP portfolio and the plurality of channels;

identifying, by the computer-based system, a potential buyer of a first IP asset in the IP portfolio;

prioritizing, by the computer-based system and based on a status of a licensing negotiation between the user and the potential buyer, the new channel within the custom channel guide interface, wherein the new channel is prioritized within a list of the plurality of channels based on a level of effectiveness of the new channel; and

presenting, by the computer-based system, the custom channel guide interface to the user.

20. An article of manufacture including a tangible, non-transitory computer-readable storage medium having instructions stored thereon that, in response to execution by an IP marketplace computer-based system, causes the computer-based system to perform operations comprising:

determining, by the computer-based system, an IP portfolio associated with a user;

determining, by the computer-based system and based upon the IP portfolio, a plurality of channels associated with the IP portfolio;

creating, by the computer-based system, a new channel based on the IP portfolio;

generating, by the computer-based system, a custom channel guide interface based upon the IP portfolio and the plurality of channels;

identifying, by the computer-based system, a potential buyer of a first IP asset in the IP portfolio;

prioritizing, by the computer-based system and based on a status of a licensing negotiation between the user and the potential buyer, the new channel within the custom channel guide interface, wherein the new channel is prioritized within a list of the plurality of channels based on a level of effectiveness of the new channel; and

presenting, by the computer-based system, the custom channel guide interface to the user.