公开(公告)号：US09171333B2

公开(公告)日：2015-10-27

申请号：US13543617

申请日：2012-07-06

申请人： Bret Beresford-Wood ,  Amanda Grosse ,  Adam Ross ,  Kevin Asuncion ,  Tom Solodyna ,  Eric Folkemer

发明人： Bret Beresford-Wood ,  Amanda Grosse ,  Adam Ross ,  Kevin Asuncion ,  Tom Solodyna ,  Eric Folkemer

IPC分类号： G06Q10/06 ,  G06Q40/00

CPC分类号： G06Q10/063114 ,  G06Q40/12 ,  G06Q50/01 ,  G06Q50/18

摘要： A system for performing due diligence on electronically stored documents is provided. A dynamic due diligence item (DDDI) is created by one user and associated with a particular document or piece of information by the system. The created DDDI is assigned to another user. The created DDDI is then routed by the system over a computer network to another user for review of the DDDI and the associated particular document or piece of information. In certain instances, after receiving the notification and opening the document, the system may enforce upon the second user a required action when the DDDI is presented.

摘要翻译： 提供了一种对电子存储文件执行尽职调查的系统。 动态尽职调查项目（DDDI）由一个用户创建并由系统与特定文档或信息片段相关联。 创建的DDDI被分配给另一个用户。 所创建的DDDI然后由系统通过计算机网络路由到另一个用户，以查看DDDI和相关联的特定文档或信息。 在某些情况下，在接收到通知并打开文档之后，系统可以在呈现DDDI时向第二用户强制执行所需的动作。

公开(公告)号：US09940300B2

公开(公告)日：2018-04-10

申请号：US13038053

申请日：2011-03-01

申请人： Bret Beresford-Wood ,  Christina Buringa

发明人： Bret Beresford-Wood ,  Christina Buringa

IPC分类号： G06F15/16

CPC分类号： G06F15/16

摘要： A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.

公开(公告)号：US09465803B2

公开(公告)日：2016-10-11

申请号：US13613397

申请日：2012-09-13

申请人： Stefan Sik ,  Bret Beresford-Wood ,  Julia Sears

发明人： Stefan Sik ,  Bret Beresford-Wood ,  Julia Sears

IPC分类号： G06F17/30 ,  G06F17/24

CPC分类号： G06F3/1462 ,  G06F3/0482 ,  G06F17/241 ,  G06F17/30056 ,  G06F17/30575 ,  G09G5/12 ,  H04L67/1095

摘要： A screen sharing presentation system includes a presenter client system that leads a presentation and listener client systems that follow the presentation. A server facilitates communication between the presenter client system and the listener client systems. Users of the client systems may provide annotation information for the presentation. The annotation data is not visible to other users of other client systems, but is displayed on the respective user's personal views of the presentation. The presenter client system and the listener client systems are synchronized by communicating a current document location or other status indications.

摘要翻译： 屏幕共享呈现系统包括呈现者客户端系统，其引导跟随演示的演示和听众客户端系统。 服务器便于演示客户端系统与收听者客户端系统之间的通信。 客户端系统的用户可以为演示提供注释信息。 注释数据对其他客户端系统的其他用户不可见，但显示在相应用户的演示文稿的个人视图中。 通过传达当前文档位置或其他状态指示来同步演示客户端系统和侦听器客户端系统。

公开(公告)号：US20140013242A1

公开(公告)日：2014-01-09

申请号：US13543564

申请日：2012-07-06

申请人： Bret Beresford-Wood ,  Amanda Grosse

发明人： Bret Beresford-Wood ,  Amanda Grosse

IPC分类号： G06F3/01

CPC分类号： G06Q10/103

摘要： A system for providing a virtual data room for conducting due diligence on a plurality of documents that are remotely located and accessible over a computer network by a plurality of users using client computer systems. Documents are retrieved from the remote system and presented to a user on their local computing system for review and conducting due diligence tasks thereon. Based on the interaction the user has with the displayed document, due diligence status values that are associated with the display document are updated and stored with the virtual data room system. A display request is received and based on the request a display characteristic is calculated for a folder that includes a set of documents. The display characteristic is determined based on the due diligence status values of all of the documents within the folder.

摘要翻译： 一种系统，用于通过使用客户端计算机系统的多个用户在计算机网络上远程定位和访问的多个文档上提供虚拟数据室，以进行尽职调查。 从远程系统检索文档并将其呈现给其本地计算系统上的用户，以便对其进行审查并对其进行尽职调查。 基于用户与显示的文档的交互，与显示文档相关联的尽职调查状态值被更新并与虚拟数据室系统一起存储。 接收到显示请求，并且基于该请求，针对包括一组文档的文件夹计算显示特性。 显示特性根据文件夹内所有文件的尽职调查状态值确定。

公开(公告)号：US20130073965A1

公开(公告)日：2013-03-21

申请号：US13613397

申请日：2012-09-13

申请人： Stefan SIK ,  Bret BERESFORD-WOOD ,  Julia SEARS

发明人： Stefan SIK ,  Bret BERESFORD-WOOD ,  Julia SEARS

IPC分类号： G06F3/01

CPC分类号： G06F3/1462 ,  G06F3/0482 ,  G06F17/241 ,  G06F17/30056 ,  G06F17/30575 ,  G09G5/12 ,  H04L67/1095

摘要： A screen sharing presentation system includes a presenter client system that leads a presentation and listener client systems that follow the presentation. A server facilitates communication between the presenter client system and the listener client systems. Users of the client systems may provide annotation information for the presentation. The annotation data is not visible to other users of other client systems, but is displayed on the respective user's personal views of the presentation. The presenter client system and the listener client systems are synchronized by communicating a current document location or other status indications.

摘要翻译： 屏幕共享呈现系统包括呈现者客户端系统，其引导跟随演示的演示和听众客户端系统。 服务器便于演示客户端系统与收听者客户端系统之间的通信。 客户端系统的用户可以为演示提供注释信息。 注释数据对其他客户端系统的其他用户不可见，但显示在相应用户的演示文稿的个人视图中。 通过传达当前文档位置或其他状态指示来同步演示客户端系统和侦听器客户端系统。

公开(公告)号：US20140012614A1

公开(公告)日：2014-01-09

申请号：US13543617

申请日：2012-07-06

申请人： Bret BERESFORD-WOOD ,  Amanda GROSSE ,  Adam ROSS ,  Kevin ASUNCION ,  Tom SOLODYNA ,  Eric FOLKEMER

发明人： Bret BERESFORD-WOOD ,  Amanda GROSSE ,  Adam ROSS ,  Kevin ASUNCION ,  Tom SOLODYNA ,  Eric FOLKEMER

IPC分类号： G06Q10/06

CPC分类号： G06Q10/063114 ,  G06Q40/12 ,  G06Q50/01 ,  G06Q50/18

摘要： A system for performing due diligence on electronically stored documents is provided. A dynamic due diligence item (DDDI) is created by one user and associated with a particular document or piece of information by the system. The created DDDI is assigned to another user. The created DDDI is then routed by the system over a computer network to another user for review of the DDDI and the associated particular document or piece of information. In certain instances, after receiving the notification and opening the document, the system may enforce upon the second user a required action when the DDDI is presented.

摘要翻译： 提供了一种对电子存储文件执行尽职调查的系统。 动态尽职调查项目（DDDI）由一个用户创建并由系统与特定文档或信息片段相关联。 创建的DDDI被分配给另一个用户。 所创建的DDDI然后由系统通过计算机网络路由到另一个用户，以查看DDDI和相关联的特定文档或信息。 在某些情况下，在接收到通知并打开文档之后，系统可以在呈现DDDI时向第二用户强制执行所需的动作。

公开(公告)号：US20110219078A1

公开(公告)日：2011-09-08

申请号：US13038053

申请日：2011-03-01

申请人： Bret BERESFORD-WOOD ,  Tina Buringa

发明人： Bret BERESFORD-WOOD ,  Tina Buringa

IPC分类号： G06F15/16

CPC分类号： G06F15/16

摘要： A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.

摘要翻译： 董事会门户系统提供管理多个董事会的能力，其中每个董事会可以是单独的法律实体。 董事会门户网站可以提供在多个董事会之间建立联系并与子公司建立亲子关系的能力。 通过主板门户，用户可以创建内容，并使其可见和可访问通过父子关系相关的多个主板。 同时，门户网站使用加密和/或其他分离技术，在门户网站的相关主板之间保持必要的分离级别。 因此，董事会门户基于母公司及其子公司之间存在的适当分层结构，促进了灵活的工作流模式和沟通流程。