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US 2009/0293104 A1Published application
System and method for comprehensive management of company equity structures and related company documents withfinancial and human resource system integration
OwnerAndrew E. Levi, Bradley W. Bauer +2inventors
InventorsAndrew E. Levi, Bradley W. Bauer, Robert C. Woldberg, Robert K. Mansfield
Life of this patent
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Abstract
A system comprises business logic operable for managing and administering company entities, records, documents, equity instruments, and stakeholders, a database storing data associated with the business logic, integration logic operable to integrate the business logic and its associated data with existing enterprise systems and data associated therewith, and a graphical user interface presenting a hierarchical tree view of the company entities, records, documents, equity instruments, and stakeholders.
Claims31
A method comprising:
- receiving a definition of a company entity;
- storing data associated with the company entity;
- displaying the defined company entity in a first level in a hierarchical tree view;
- receiving a definition of an authorization;
- setting up the authorization as a child object of the company entity with an ability to inherit properties from the company entity;
- storing data associated with the authorization;
- and
- displaying the defined authorization in a second level in the hierarchical tree view.
5 more elements
A method comprising:
- receiving a definition of a company entity;
- storing data associated with the company entity;
- displaying the defined company entity in a first level in a hierarchical tree view;
- receiving a definition of an authorization;
- setting up the authorization as a child object of the company entity with an ability to inherit properties from the company entity;
- storing data associated with the authorization;
- displaying the defined authorization in a second level in the hierarchical tree view;
- receiving a definition of an allocation;
- setting up the allocation as a child object of the authorization with an ability to inherit properties from the authorization;
- storing data associated with the allocation;
- displaying the defined allocation in a third level in the hierarchical tree view;
- receiving a definition of an issuance;
- setting up the issuance as a child object of the allocation with an ability to inherit properties from the allocation;
- storing data associated with the issuance;
- displaying the defined issuance in a fourth level in the hierarchical tree view;
- receiving a definition of a stakeholder related to the company entity;
- displaying the stakeholder as a second level object of the company entity in the hierarchical tree view;
- receiving an indication of locking or unlocking an attribute of an object;
- displaying a status indicator indicative of having locked or unlocked the attribute of the object;
- if locked, disabling ability to modify the locked attribute in a child object of the object;
- receiving company entity data from an existing enterprise accounting system;
- processing a transaction associated with the defined company entity;
- introducing financial results and values for the transaction to be applied to accounts of an existing enterprise accounting system in response to the transaction;
- and,
- introducing documents into a database and displaying links to the documents in the hierarchical tree view.
22 more elements
Dependencies are inferred from the claim text.