# US 2019/0356499 A1 · Enhanced mechanisms for information exchange in an enterprise environment > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2019/0356499 A1 - Document ID: US20190356499A1 - Status: Published application - Kind: A1 - Application number: 16/414,730 - Filed: 2019-05-16 - Published: 2019-11-21 - Earliest claimed: 2018-05-16 - Assignees: Planisware SAS - Applicants: Planisware SAS - Inventors: Pierre DEMONSANT; Fabrice OLLIVIER; Thibault ROCHE - Web page: https://patentgrep.com/patent/US20190356499A1 ## CPC - G06F 21/6218: {to a system of files or objects, e.g. local or distributed file system or database} - H04L 12/1822: {Conducting the conference, e.g. admission, detection, selection or grouping of participants, correlating users to one or more conference sessions, prioritising transmission} - H04L 51/046: Interoperability with other network applications or services - H04L 63/08: {for authentication of entities (cryptographic mechanisms or cryptographic arrangements for entity authentication H04L9/32)} - H04L 63/102: {Entity profiles} - H04L 67/131: Protocols for games, networked simulations or virtual reality - H04L 67/34: {involving the movement of software or configuration parameters (network booting or remote initial program loading [RIPL] G06F9/4416)} - H04L 67/10: in which an application is distributed across nodes in the network (software deployment G06F8/60; multiprogramming arrangements G06F9/46) - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M) ## Abstract Systems and methods for the exchange of information between an enterprise client and a partner within an enterprise environment are provided. In this exchange of information, the client selects, via a user interface, a subset of client data, as well as one or more screen sets, to share with a partner. Once the partner has accepted, the system then sends an account creation request or account login request to the partner. Once the partner is authenticated in the system with an account, the system creates an information exchange session for the partner, and provides, on a display of the partner's device, a user interface that shows the subset of the client data and the screen sets. Access to the rest of the customer's enterprise environment is restricted. ## Claims ### Claim 1 A method comprising: maintaining an enterprise environment comprising a plurality of clients, wherein each client is associated with a set of client data; sending a client request to a partner device of a partner associated with the client, the client request comprising a subset of the client data and one or more screen sets to be shared, the subset of the client data and screen sets being selected by the client in a client user interface; receiving a notification that the partner has responded to the client request with an acceptance; sending one of an account creation request or account login request to the partner; creating an information exchange session for the partner; and providing, on a display of the partner device, a partner user interface comprising the subset of the client data and the screen sets, wherein access to the enterprise environment by the partner is restricted to only the subset of the client data and the screen sets, and wherein one or more pieces of client data are editable by the partner via the partner user interface. ### Claim 2 (depends on 1) The method of claim 1, further comprising: receiving a partner update associated with the partner comprising one or more proposed edits to the subset of the client data; sending the partner update to the client device; receiving a validation of at least a portion of the partner update; and incorporating the validation of the at least a portion of the partner update into the subset of the client data. ### Claim 3 (depends on 1) The method of claim 1, wherein each of the one or more screen sets comprises one or more pieces of client data presented in a partner user interface screen, the partner user interface screen mirroring at least a portion of one or more user interface screens associated with the client user interface. ### Claim 4 (depends on 1) The method of claim 1, wherein the enterprise environment is implemented as a Software as a Service (SaaS) environment. ### Claim 5 (depends on 1) The method of claim 1, wherein the enterprise environment itself does not store client data before the client request is sent to the partner device. ### Claim 6 (depends on 1) The method of claim 1, wherein the client maintains its own database system and does not share access to the system with the partner. ### Claim 7 (depends on 1) The method of claim 1, wherein at least a portion of the partner's user interface is different than the client's user interface. ### Claim 8 A system comprising: a processor; and memory, the memory storing program instructions to execute a method, the method comprising: maintaining an enterprise environment comprising a plurality of clients, wherein each client is associated with a set of client data; sending a client request to a partner device of a partner associated with the client, the client request comprising a subset of the client data and one or more screen sets to be shared, the subset of the client data and screen sets being selected by the client in a client user interface; receiving a notification that the partner has responded to the client request with an acceptance; sending one of an account creation request or account login request to the partner; creating an information exchange session for the partner; and providing, on a display of the partner device, a partner user interface comprising the subset of the client data and the screen sets, wherein access to the enterprise environment by the partner is restricted to only the subset of the client data and the screen sets, and wherein one or more pieces of client data are editable by the partner via the partner user interface. ### Claim 9 (depends on 8) The system of claim 8, wherein the method further comprises: receiving a partner update associated with the partner comprising one or more proposed edits to the subset of the client data; sending the partner update to the client device; receiving a validation of at least a portion of the partner update; and incorporating the validation of the at least a portion of the partner update into the subset of the client data. ### Claim 10 (depends on 8) The system of claim 8, wherein each of the one or more screen sets comprises one or more pieces of client data presented in a partner user interface screen, the partner user interface screen mirroring at least a portion of one or more user interface screens associated with the client user interface. ### Claim 11 (depends on 8) The system of claim 8, wherein the enterprise environment is implemented as a Software as a Service (SaaS) environment. ### Claim 12 (depends on 8) The system of claim 8, wherein the enterprise environment itself does not store client data before the client request is sent to the partner device. ### Claim 13 (depends on 8) The system of claim 8, wherein the client maintains its own database system and does not share access to the system with the partner. ### Claim 14 (depends on 8) The system of claim 8, wherein at least a portion of the partner's user interface is different than the client's user interface. ### Claim 15 A non-transitory computer readable medium storing instructions to execute a method, the method comprising: maintaining an enterprise environment comprising a plurality of clients, wherein each client is associated with a set of client data; sending a client request to a partner device of a partner associated with the client, the client request comprising a subset of the client data and one or more screen sets to be shared, the subset of the client data and screen sets being selected by the client in a client user interface; receiving a notification that the partner has responded to the client request with an acceptance; sending one of an account creation request or account login request to the partner; creating an information exchange session for the partner; and providing, on a display of the partner device, a partner user interface comprising the subset of the client data and the screen sets, wherein access to the enterprise environment by the partner is restricted to only the subset of the client data and the screen sets, and wherein one or more pieces of client data are editable by the partner via the partner user interface. ### Claim 16 (depends on 15) The non-transitory computer readable medium of claim 15, wherein the method further comprises: receiving a partner update associated with the partner comprising one or more proposed edits to the subset of the client data; sending the partner update to the client device; receiving a validation of at least a portion of the partner update; and incorporating the validation of the at least a portion of the partner update into the subset of the client data. ### Claim 17 (depends on 15) The non-transitory computer readable medium of claim 15, wherein each of the one or more screen sets comprises one or more pieces of client data presented in a partner user interface screen, the partner user interface screen mirroring at least a portion of one or more user interface screens associated with the client user interface. ### Claim 18 (depends on 15) The non-transitory computer readable medium of claim 15, wherein the enterprise environment is implemented as a Software as a Service (SaaS) environment. ### Claim 19 (depends on 15) The non-transitory computer readable medium of claim 15, wherein the enterprise environment itself does not store client data before the client request is sent to the partner device. ### Claim 20 (depends on 15) The non-transitory computer readable medium of claim 15, wherein the client maintains its own database system and does not share access to the system with the partner.