Method and system for wealth management

• US 8,296,161 B2
• Filed: 09/05/2008
• Issued: 10/23/2012
• Est. Priority Date: 09/05/2008
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Polcari, Michael Peter, Yerkes, Rowland W., Choi, Ryan, Hess, Ronald Vance
• Primary Examiner(s): Fleischer, Mark A
• Application Number:
  US12/231,779
• Publication Number:
  US 20100070323A1
• Time in Patent Office: 1,509 Days
• Field of Search: 705/1.1, 705/7.11
• US Class Current: 705/1.1
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/1095 Meeting or appointment

Abstract

In accordance with embodiments, there are provided mechanisms and methods for wealth management. These mechanisms and methods for wealth management can enable embodiments to provide a multi-tenant database that stores information about clients of the tenants. In a multi-tenant database, a system for managing financial accounts is established, which may be useful for a tenant that is a financial analyst or that employs financial analysts. The multi-tenant database may include a calendar application that automatically includes the team members associated with the event being scheduled in a list of invitees, and the multi-tenant database may also includes relationship groups, such that information about related individuals (whom may have separate accounts) are automatically associated with one another. The ability of embodiments that provide relationship groups and teams can enable efficiently gathering information about related parties and efficiently inviting that interested parties to an event.

Claims

1. A method of obtaining information from a multi-tenant database residing at a host system, the host system including one or more machines having a processor and memory, the method comprising:

receiving at the host system, by a machine of the host, a request from a user machine associated with a user of a tenant of the multi-tenant database for monetary information about a customer of the tenant; and

in response,

associating, by a machine of the host system, the customer with a group, the group including at least one other customer of the tenant,

retrieving, by a machine of the host system, from the multi-tenant database the monetary information about the customer;

retrieving, by a machine of the host system, from the multi-tenant database monetary information about the group that is not included in the monetary information about the customer;

sending, from the host system, by a machine of the host system, the monetary information about the customer to the user of the tenant; and

sending, from the host system, by a machine of the host system, the monetary information about the group that is not included in the information about the customer to the user of the tenant.

2. The method of claim 1, the retrieving from the multi-tenant database of the monetary information about the group includes at least retrieving information about the other customer.

3. The method of claim 1, further comprising

receiving a request to mark a calendar with an event related to a group,

in response,

automatically sending an invitation to each member of the group, the invitation inviting a member of the group to the event.

4. The method of claim 1, further comprising:

establishing a group by at least associating a member with the group by at least establishing a relationship in the database between the member and the group;

assigning roles to the members of the group, each role describing a pre-established relationship that the member has with the group.

5. The method of claim 4, further comprising assigning a name to the group.

6. The method of claim 1, further comprising establishing a group by at least

assigning a name to the group;

associating a description of the group with the group; and

adding members to the group.

7. The method of claim 1, further comprising:

automatically invoking a query searching for team members, the team members including at least one customer and one or more users that are financial officers of the tenant, which is a financial services provider;

receiving a selection of users from among the users returned by the query;

receiving a selection of an invite element of a graphical user interface; and

in response to receiving the selection of the invite button, automatically sending invitations to the users selected, the invitations inviting the users to an event.

8. The method of claim 1, the group being a relationship group, the method further comprising:

receiving a request for a view of relationship groups, the relationship groups;

in response,

sending information for displaying a webpage including at least

a list of the relationship groups;

for a selected relationship group displaying

an entry for a customer identifier that is associated with the customer;

a list of other members of a relationship group to which the customer belongs;

financial information of other members of the relationship group including at least an identifier identifying information of another member of the group, and a value of a financial account of the other member.

9. The method of claim 8, the webpage further including a list of open activities, each open activity in the list including at least

a description of the open activity,

one or more identifiers of members of the group participating in the activity,

one or more identifiers of users of the tenant participating in the activity, and

a scheduled date for the activity.

10. The method of claim 8, the webpage further including personal information about the customer.

11. The method of claim 1, further comprising:

receiving a request for information about personal interests of the customer; and

in response, sending a webpage having the personal interests of the customer.

12. The method of claim 11, further comprising:

receiving a request for information about financial interests of the customer; and

in response, sending a webpage having the personal interests of the customer.

13. The method of claim 1, further comprising:

sending a webpage having

a first menu including a list of major information categories;

a second menu including a list of subcategories, each major information category being associated with a different list of subcategories, the subcategories presented by the second menu being different for each major category;

receiving a selection from the first menu;

receiving a selection from the second menu;

receiving a selection of a particular item of the subcategory; and

in response, presenting a list of items of the subcategory and a multiplicity of windows, each window presenting information about a different aspect of the item of the subcategory.

14. The method of claim 13, the first menu selection being set to cause the display of relationship groups and the second menu being set to display a particular type of relationship group, the list of items include at least a list of relationship groups belonging to the particular type;

the multiplicity of windows including at least

a list of members of the relationship group;

a list of open activities;

a history of activities;

a list of financial accounts of the relationship group;

a list of financial accounts jointly owned by more than one member of the relationship group;

a summary of personal interests of members of the relationship group;

a summary of financial interests of members of the relationship group; and

a summary of opportunities of the relationship groups.

15. The method of claim 1, further comprising presenting a series of charts summarizing aspects of customers of the tenant.

16. The method of claim 1, the group having a multiplicity of members, one or more members of the group being assigned one or more roles.

17. The method of claim 1, the group having a multiplicity of members one or more members being assigned a priority.

18. The method of claim 1, the group having one or more members, each member being associated with an indication as to whether the member is included in a roll-up.

19. The method of claim 1, the user being presented with an option for creating an action plan as a template for performing a task.

20. The method of claim 1, the user being presented with a pre-established user-created template for performing a task.

21. A method of obtaining information from a multi-tenant database residing at a host system comprising:

establishing, by a machine of the host system, a group by at least associating a member of the group with the group by at least

establishing, by a machine of the host system, a relationship in the database between the member and the group;

assigning, by a machine of the host system, roles to members of the group, each role describing a pre-established relationship that the member has with the group;

assigning, by a machine of the host system, a name to the group;

associating, by a machine of the host system, a description of the group with the group; and

adding, by a machine of the host system, one or more other members to the group;

setting, by a machine of the host system, an indication as to whether the member is included in a roll-up;

receiving at the host system, by a machine of the host system, a request from a user machine of a user of a tenant of the multi-tenant database for monetary information about a customer of the tenant; and

in response,

determining, by a machine of the host system, that the customer is associated with a group,

retrieving from the multi-tenant database, by a machine of the host system, the monetary information about the customer, the retrieving from the multi-tenant database of the monetary information about the group includes at least retrieving information about the other customer,

retrieving from the multi-tenant database by a machine of the host system, monetary information about the group that is not included in the monetary information about the customer;

sending by a machine of the host system, the monetary information about the customer to the user of the tenant; and

sending by a machine of the host system, the monetary information about the group that is not included in the information about the customer to the user of the tenant, the monetary information about the group being determined based on monetary information of members of the group having an indication of being included in the roll-up and not including monetary information of members having the indication of not being included in the roll-up;

receiving by a machine of the host system, a request to mark a calendar with an event related to a group;

in response,

automatically, by a machine of the host system, sending an invitation to each member of a pre-established team that services the group, the invitation inviting the member of the pre-established team to the event;

automatically invoking, by a machine of the host system, a query searching for team members;

automatically selecting, by a machine of the host system, the team members to be invitees;

receiving, by a machine of the host system, a selection of an invite element of a graphical user interface;

in response to receiving the selection of the invite button, automatically sending by a machine of the host system, invitations to the team members, the invitations inviting the team members to the event;

receiving by a machine of the host system, a request for a view of relationship groups;

in response,

sending by a machine of the host system, information for displaying a webpage including at least a list of relationship groups;

for a selected relationship group displaying

an entry for a customer identifier that is associated with the customer;

a list of other members of a relationship group to which the customer belongs;

a list of accounts of the customer, which for each account includes at least

 

an account identifier,

 

a value of the account, and

 

a descriptive word describing a type of the account;

financial information of other members of the relationship group including at least

an identifier identifying information of another member of the group, and

a value of a financial account of the other member;

the webpage further including a list of open activities, each open activity in the list including at least

a description of the open activity,

one or more identifiers of members of the group participating in the activity,

one or more identifiers of users of the tenant participating in the activity, and

a scheduled date for the activity;

the webpage further including personal information about the customer;

receiving by a machine of the host system, a request for information about personal interests of the customer; and

in response, sending by a machine of the host system, a webpage having the personal interests of the customer;

receiving by a machine of the host system, a request for information about financial interests of the customer; and

in response, sending by a machine of the host system, a webpage having the personal interests of the customer;

receiving by a machine of the host system, a request to view a console webpage

sending by a machine of the host system, a console webpage having

a first menu including a list of major information categories;

a second menu including a list of subcategories, each major information category being associated with a different list of subcategories, the subcategories presented by the second menu being different for each major category;

receiving by a machine of the host system, a selection from the first menu;

receiving by a machine of the host system, a selection from the second menu;

receiving by a machine of the host system, a selection of a particular item of the subcategory; and

in response, presenting by a machine of the host system, a list of items of the subcategory and a multiplicity of windows, each window presenting information about a different aspect of the item of the subcategory;

the first menu selection being set by a machine of the host system, to cause the display of relationship groups and the second menu being set to display a particular type of relationship group, the list of items includes at least a list of relationship groups belonging to the particular type;

the multiplicity of windows including

a list of members of the relationship group;

a list of open activities;

a history of activities;

a list of financial accounts of the relationship group;

a list of financial accounts jointly owned by more than one member of the relationship group;

a summary of personal interests of members of the relationship group;

a summary of financial interests of members of the relationship group; and

a summary of opportunities of the relationship groups;

presenting a series of charts summarizing aspects of customers of the tenant.

22. A method of obtaining information from a multi-tenant database residing in a host system comprising:

sending a request from a user machine having a processor and memory, the user machine being associated with a financial services advisor of customers of a tenant of the multi-tenant database for monetary information about a customer of the tenant to the host system, the tenant being a financial services provider; and

in response to the sending of the request,

receiving at the user machine the monetary information about the customer to the financial services advisor of the tenant, which is the financial services provider; and

receiving at the user machine the monetary information about a group that is not included in the information about the customer to the financial services officer of the tenant, which is the financial services provider.

23. A machine readable medium storing thereon a one or more machine instructions, which when implemented by the machine, cause the machine to perform a method of obtaining information from a multi-tenant database residing at a host system, the host having a least one machine having a processor and a memory, the method comprising:

receiving, by a machine of the host system, at the host system, a request, from a user machine associated with a financial services advisor employed for advising customers of a financial services provider that is a tenant of the multi-tenant database, for monetary information about a customer of the tenant; and

in response,

associating, by a machine of the host system, the customer with a group, the group including at least one other customer of the tenant,

retrieving, by a machine of the host system, from the multi-tenant database the monetary information about the customer;

retrieving, by a machine of the host system, from the multi-tenant database monetary information about the group that is not included in the monetary information about the customer;

sending, from the host system, by a machine of the host system, the monetary information about the customer to the financial services advisor of the tenant; and

sending, from the host system, by a machine of the host system, the monetary information about the group that is not included in the information about the customer to the financial services advisor of the tenant.

24. The machine readable medium of claim 23, the retrieving from the multi-tenant database of the monetary information about the group includes retrieving information about the other customer.

25. The machine readable medium of claim 23, the method further comprising:

establishing a group by at least associating a member with the group by at least establishing a relationship in the database between the member and the group;

assigning roles to the members of the group, each role describing a pre-established relationship that the member has with the group.

26. The machine readable medium of claim 23, the method further comprising establishing a group by at least

assigning a name to the group;

associating a description of the group; and

adding members to the group.

27. The machine readable medium of claim 23, the method further comprising

receiving a request to mark a calendar with an event related to a group,

in response,

automatically sending an invitation to each member of a pre-established team that services the group, the invitation inviting the member to the event.

28. The machine readable medium of claim 23, the method further comprising

receiving a request to mark a calendar with an event related to a group,

in response,

automatically sending an invitation to each member of the group, the invitation inviting a member of the group to the event.

29. The machine readable medium of claim 28, the method further comprising assigning a name to the group.

30. The machine readable medium of claim 23, the method further comprising:

automatically invoking a query searching for team members, the team members including at least one customer and one or more users that are financial officers of the tenant, which is a financial services provider;

receiving a selection of users from among the users returned by the query;

receiving a selection of an invite element of a graphical user interface; and

in response to receiving the selection of the invite button, automatically sending invitations to the users selected, the invitations inviting the users to an event.

31. The machine readable medium of claim 23, the group being a relationship group, the method further comprising:

receiving a request for a view of relationship groups;

in response,

sending information for displaying a webpage including at least

a list of the relationship groups;

for a selected relationship group displaying

an entry for a customer identifier that is associated with the customer;

a list of other members of a relationship group to which the customer belongs;

financial information of other members of the relationship group including at least

an identifier identifying information of another member of the group, and

a value of a financial account of the other member.

32. The machine readable medium of claim 31, the webpage further including a list of open activities, each open activity in the list including at least

a description of the open activity,

one or more identifiers of members of the group participating in the activity,

one or more identifiers of users of the tenant participating in the activity, and

a scheduled date for the activity.

33. The machine readable medium of claim 31, the webpage further including personal information about the customer.

34. The machine readable medium of claim 23, further comprising:

receiving a request for information about personal interests of the customer; and

in response, sending a webpage having the personal interests of the customer.

35. The machine readable medium of claim 34, the method further comprising:

receiving a request for information about financial interests of the customer; and

in response, sending a webpage having the financial interests of the customer.

36. The machine readable medium of claim 23, the method further comprising:

sending a webpage having

a first menu including a list of major information categories;

a second menu including a list of subcategories, each major information category being associated with a different list of subcategories, the subcategories presented by the second menu being different for each major category;

receiving a selection from the first menu;

receiving a selection from the second menu;

receiving a selection of a particular item of the subcategory; and

in response, presenting a list of items of the subcategory and a multiplicity of windows, each window presenting information about a different aspect of the item of the subcategory.

37. The machine readable medium of claim 36, the first menu selection being set to cause the display of relationship groups and the second menu being set to display a particular type of relationship group, the list of items include at least a list of relationship groups belonging to the particular type;

the multiplicity of windows including at least

a list of members of the relationship group;

a list of open activities;

a history of activities;

a list of financial accounts of the relationship group;

a list of financial accounts jointly owned by more than one member of the relationship group;

a summary of personal interests of members of the relationship group;

a summary of financial interests of members of the relationship group; and

a summary of opportunities of the relationship groups.

38. The machine readable medium of claim 23, the method further comprising presenting a series of charts summarizing aspects of customers of the tenant.

39. The machine readable medium of claim 23, the group having a multiplicity of members, one or more members of the group being assigned one or more roles.

40. The machine readable medium of claim 23, the group having a multiplicity of members one or more members being assigned a priority.

41. The machine readable medium of claim 23, the group having one or more members, each member being associated with an indication as to whether the member is included in a roll-up.

42. The machine readable medium of claim 23, the user being presented with an option for creating an action plan as a template for performing a task.

43. The machine readable medium of claim 23, the user being presented with a pre-established user-created template for performing a task.

44. A system for obtaining information from a multi-tenant database residing at a host system, the system comprising:

a host system including at least one machine having

a processor system, and

a memory system having at least

a machine readable medium storing thereon one or more machine instructions, which when implemented by the machine, cause the machine to perform a method of obtaining information from a multi-tenant database residing at a host system comprising;

receiving at the host system, by the machine of the host system, a request from a user machine associated with a financial services advisor employed for advising customers of a financial services provider that is a tenant of the multi-tenant database for monetary information about a customer of the tenant; and

in response,

associating, by the machine of the host system, the customer with a group, the group including at least one other customer of the tenant,

retrieving, by the machine of the host system, from the multi-tenant database the monetary information about the customer;

retrieving, by the machine of the host system, from the multi-tenant database monetary information about the group that is not included in the monetary information about the customer;

sending, from the host system, by the machine of the host system, the monetary information about the customer to the financial services advisor of the tenant, which is the financial services provider; and

sending, from the host system, by the machine of the host system, the monetary information about the group that is not included in the information about the customer to the financial services advisor of the tenant, which is the financial services provider.

45. The system of claim 44, the retrieving from the multi-tenant database of the monetary information about the group includes retrieving information about the other customer.

46. The system of claim 44, the method further comprising:

establishing a group by at least associating a member with the group by at least establishing a relationship in the database between the member and the group;

assigning roles to the members of the group, each role describing a pre-established relationship that the member has with the group.

47. The system of claim 44, the method further comprising establishing a group by at least

assigning a name to the group;

associating a description of the group; and

adding members to the group.

48. The system of claim 44, the method further comprising

receiving a request to mark a calendar with an event related to a group,

in response,

automatically sending an invitation to each member of a pre-established team that services the group, the invitation inviting the member to the event.

49. The system of claim 44, the method further comprising

receiving a request to mark a calendar with an event related to a group,

in response,

automatically sending an invitation to each member of the group, the invitation inviting a member of the group to the event.

50. The system of claim 49, the method further comprising assigning a name to the group.

51. The system of claim 44, the method further comprising:

automatically invoking a query searching for team members, the team members including at least one customer and one or more users that are financial officers of the tenant, which is a financial services provider;

receiving a selection of users from among the users returned by the query;

receiving a selection of an invite element of a graphical user interface; and

in response to receiving the selection of the invite button, automatically sending invitations to the users selected, the invitations inviting the users to an event.

52. The system of claim 44, the group being a relationship group, the method further comprising:

receiving a request for a view of relationship groups;

in response,

sending information for displaying a webpage including at least

a list of the relationship groups;

for a selected relationship group displaying

an entry for a customer identifier that is associated with the customer;

a list of other members of a relationship group to which the customer belongs;

financial information of other members of the relationship group including at least

an identifier identifying information of another member of the group, and

a value of a financial account of the other member.

53. The system of claim 52, the webpage further including a list of open activities, each open activity in the list including at least

a description of the open activity,

one or more identifiers of members of the group participating in the activity,

one or more identifiers of a user of the tenant participating in the activity, and

a scheduled date for the activity.

54. The system of claim 52, the webpage further including personal information about the customer.

55. The system of claim 44, further comprising:

receiving a request for information about personal interests of the customer; and

in response, sending a webpage having the personal interests of the customer.

56. The system of claim 55, the method further comprising:

receiving a request for information about financial interests of the customer; and

in response, sending a webpage having the financial interests of the customer.

57. The system of claim 44, the method further comprising:

sending a webpage having

a first menu including a list of major information categories;

a second menu including a list of subcategories, each major information category being associated with different list of subcategories, the subcategories presented by the second menu being different for each major category;

receiving a selection from the first menu;

receiving a selection from the second menu;

receiving a selection of a particular item of the subcategory; and

in response, presenting a list of items of the subcategory and a multiplicity of windows, each window presenting information about a different aspect of the item of the subcategory.

58. The system of claim 57, the first menu selection being set to cause the display of relationship groups and the second menu being set to display a particular type of relationship group, the list of items includes at least a list of relationship groups belonging to the particular type;

the multiplicity of windows including at least

a list of members of the relationship group;

a list of open activities;

a history of activities;

a list of financial accounts of the relationship group;

a list of financial accounts jointly owned by more than one member of the relationship group;

a summary of personal interests of members of the relationship group;

a summary of financial interests of members of the relationship group; and

a summary of opportunities of the relationship groups.

59. The system of claim 44, the method further comprising presenting a series of charts summarizing aspects of customers of the tenant.

60. The system of claim 44, the group having a multiplicity of members, one or more members of the group being assigned one or more roles.

61. The system of claim 44, the group having a multiplicity of members one or more members being assigned a priority.

62. The system of claim 44, the group having one or more members, each member being associated with an indication as to whether the member is included in a roll-up.

63. The system of claim 44, the user being presented with an option for creating an action plan as a template for performing a task.

64. The system of claim 44, the user being presented with a pre-established user-created template for performing a task.

65. A method of obtaining information from a multi-tenant database residing at a host system, the host system including one or more machines having a processor and memory, the method comprising:

receiving at the host system, by a machine of the host system, a request from a user machine associated with a user of a tenant of the multi-tenant database for monetary information about a customer of the tenant; and

in response,

associating, by a machine of the host system, the customer with a group, the group including at least one other customer of the tenant,

retrieving, by a machine of the host system, from the multi-tenant database the monetary information about the customer;

retrieving, by a machine of the host system, from the multi-tenant database monetary information about the group that is not included in the monetary information about the customer;

sending, from the host system, by a machine of the host system, the monetary information about the customer to the user of the tenant; and

sending, from the host system, by a machine of the host system, the monetary information about the group that is not included in the information about the customer to the user of the tenant receiving by a machine of the host system, a request to mark a calendar with an event related to a group, in response,

automatically sending by a machine of the host system, an invitation to each member of a pre-established team that services the group, the invitation inviting the member to the event.