Loading patent…
AssigneeEfficiency Products, LLC
InventorsCharles FELLERS, James Gregory HERRINGTON
Estimating the term…
Embodiments of the present invention relate to a computer-implemented method, system, and computer-readable medium for managing a collaborative deal transaction process that provides for tracking and managing signature pages of a deal transaction using a taxonomy displayable by a computing device, including receiving a list of users that are authorized to access the deal transaction, the list including an identifier associated with each of the users, storing the list of authorized users, parsing the identifier associated with each user, grouping the users according to parties based on the identifier, creating a taxonomy including a listing of documents relevant to the deal and a listing of the parties of the deal, receiving at least one document, and storing relevant pages of the at least one document, wherein each page is associated with at least one relevant party in the taxonomy.
A computer-implemented method for managing a collaborative deal transaction process that provides for tracking and managing signature pages of a deal transaction using a taxonomy displayable by a computing device, the method comprising the steps of:
A method according to claim 15, wherein the at least one communication feature includes a common message pane that enables the users to edit status notes and comments for each row and column of the deal grid, and a task list that enables the users to include notes that are viewable by each of the users.
A system for managing a collaborative deal closing process that provides a means for tracking and managing signature pages of a closing deal using a taxonomy displayable by a computing device, the system comprising:
A computer-readable medium for managing a collaborative deal closing process that provides a means for tracking and managing signature pages of a closing deal using a taxonomy displayable by a computing device, the system comprising:
Dependencies are inferred from the claim text.