EP1287476A2 - Logiciel de groupe web - Google Patents

Logiciel de groupe web

Info

Publication number
EP1287476A2
EP1287476A2 EP01944802A EP01944802A EP1287476A2 EP 1287476 A2 EP1287476 A2 EP 1287476A2 EP 01944802 A EP01944802 A EP 01944802A EP 01944802 A EP01944802 A EP 01944802A EP 1287476 A2 EP1287476 A2 EP 1287476A2
Authority
EP
European Patent Office
Prior art keywords
user
site
primary
information
advisor
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Ceased
Application number
EP01944802A
Other languages
German (de)
English (en)
Inventor
Michael J. Cannata
Richard Lee
Matthew Powell
Ryan Ramasra
Gerald William Smith
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Open Text SA
Original Assignee
Brokercom Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority claimed from US09/590,099 external-priority patent/US6917962B1/en
Application filed by Brokercom Inc filed Critical Brokercom Inc
Priority to EP10183500A priority Critical patent/EP2273436A1/fr
Publication of EP1287476A2 publication Critical patent/EP1287476A2/fr
Ceased legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • H—ELECTRICITY
    • H04—ELECTRIC COMMUNICATION TECHNIQUE
    • H04L—TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
    • H04L67/00—Network arrangements or protocols for supporting network services or applications
    • H04L67/50—Network services
    • H04L67/56—Provisioning of proxy services
    • H—ELECTRICITY
    • H04—ELECTRIC COMMUNICATION TECHNIQUE
    • H04L—TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
    • H04L67/00—Network arrangements or protocols for supporting network services or applications
    • H04L67/50—Network services
    • H04L67/56—Provisioning of proxy services
    • H04L67/568—Storing data temporarily at an intermediate stage, e.g. caching

Definitions

  • the present invention relates to the field of collaborative software systems. More specifically, the invention relates to a system and method for providing network-based groupware functionality.
  • United States patent number 5,548,506 discloses an automated, electronic network based, project management server system for managing multiple work groups.
  • the system comprises a core piece of software which runs on a host server computer system and interacts with a messaging system such as E-mail or facsimile.
  • the system compiles multi-project plans into a multi-project database and tracks the ownership of projects, tasks and resources within the plans.
  • the system automatically checks all resource requests and if resource availability limits are exceeded then resources are allocated on projects based on priorities and project plans are changed accordingly.
  • the system is also programmed to send out reminders and follow-ups and the databases are continuously updated based on status changes reported by work group members.
  • the present invention provides a system for providing a communication system, the system comprising: (i) a network-connected server having input and access capabilities;
  • a site-builder for receiving instructions input from a first user and for creating a dedicated network site based on said received instructions;
  • a transmitter for communicating existence of said dedicated network site to a nominated second user;
  • a communicator for accessing contents of said dedicated network site by said first and said second users; and
  • memory for storing information input by said first and said second user at said dedicated network site.
  • the present invention provides a system to provide a team of users with intranet-based groupware functionality, comprising:
  • a network-connected server capable of receiving an initiate instruction from a primary user;
  • a site builder for creating a dedicated site on said server in response to said initiate instruction;
  • a transmitter for sending information about the existence of said dedicated site to at least one secondary user nominated by said primary user;
  • a communicator for transmitting information between said dedicated site, said primary user and said at least one secondary user;
  • memory for storing information at said dedicated site, said information from said primary and said at least one secondary user;
  • a processor for processing said information stored at said dedicated site said processed information being transmitted by said communicator to said primary user and said at least one secondary user.
  • the present invention provides a method for providing a communication network, comprising:
  • the present invention provides a computer configured to operate a groupware application program, the computer comprising:
  • a network for connecting to at least a primary and a secondary user;
  • a site builder for receiving instructions input from said primary user and for creating a dedicated site within the computer based on said instructions;
  • a mailer for looking up an address of said secondary user from an address database;
  • a communicator for communicating the existence of said dedicated site to said secondary user;
  • memory for storing information at said dedicated site at the request of the primary and the secondary user; and
  • a processor for processing said stored information at the request of the primary and the secondary user.
  • the present invention provides a data carrier having thereon a computer program for performing the steps of:
  • Figure 1 is a schematic representation of a system in accordance with one embodiment of the present invention.
  • Figure 2 is a flowchart outlining the operation of the system;
  • Figures 3a-3e are reproductions of user screens from a communication network created in accordance with the present invention
  • FIG. 4 is a block diagram of the system according to an embodiment of the invention.
  • Figure 5 is a block diagram of an advisor graphical user interface
  • Figure 6 is a block diagram of an client graphical user interface
  • Figures 7 -14 are flow charts illustration the functionality of the system:
  • FIG. 1 A system to provide a team of users with intranet-based groupware functionality in accordance with an embodiment of the present invention is shown schematically in Figure 1.
  • the system generally comprises at least one server computer as an intranet connected server 10 which supports a TCP/IP protocol and which has input and access capabilities via two-way communication lines, such as communication lines 15 and 20.
  • the computer is configured as a web server.
  • Server 10 has a unique resource locator (URL) address and comprises a means to create a dedicated intranet site 25 (e.g. Site #4) on the server in response to an initiate request received from a primary user 30.
  • Dedicated site 25 has a unique address which identifies it with the primary user 30 (e.g., #4) within server 10.
  • Server 10 further comprises a means to send information, including its URL address and the unique address of the dedicated site, to at least one secondary- user 40, nominated by the primary user 30.
  • Both primary user 30 and secondary user 40 can communicate with server 10 by means of an HTML compliant client supporting a graphical user interface and internet browser, such as Netscape Navigator D or Microsoft Explorer D, i.e., there is no requirement that either primary user 30 or secondary user 40 have access to specialized software applications in order to utilize the system of the present invention.
  • Information on the site 25 is credited as a hypertext document and is thus displayed as a web page on the GNI of the user's web browser, with a link to this hypertext document.
  • primary user 30 and secondary user 40 both have access to at least some of the information stored at the site, the ability to access and process at least some of the information and the ability to input and store processed and/or new information. All the specialized software which provides the functional requirements to give primary user 30 and secondary user 40 these abilities is provided by server 10 via dedicated site 25. Once again, primary user 30 and secondary user 40 do not require any specialized software applications other than a standard internet browser.
  • Server 10 may be provided a number of general sites (e.g., Sites #1, #2, #3) which are automatically accessible to primary user 30 and secondary user 40; other sites (e.g., Site #6) which are accessible to only one of the users; and some sites (e.g., Site #7) which can only be accessed by a system administrator (not shown).
  • Sites #1, #2, #3 which are automatically accessible to primary user 30 and secondary user 40
  • other sites e.g., Site #6 which are accessible to only one of the users
  • Site #7 which can only be accessed by a system administrator (not shown). The nature and purpose of these different sites will be described in more detail below.
  • the system of the present invention is primarily intranet-based, the nature of communication lines, such as line 15 between server 10 and primary user 30, is not particularly limited.
  • An intranet is simply defined by its security parameters for the connected users.
  • Suitable intranet-adaptable communication lines include dedicated lines, public telephone networks, private telephone networks, satellite links, Ethernet links, etc. These communication lines are already in place if primary user 30 and secondary user 40 have existing intranet access.
  • server 10 may be connected to the internet as well as an intranet.
  • a suitable firewall (not shown) may be provided between the intranet and external or intranet users.
  • the geographic locations of primary user 30, secondary user 40 and server 10 are only limited by internet accessibility, i.e., all three need not be in the same city, county or even continent.
  • the dedicated site created in response to the initiate request can be thought of as being a private office suite within the semi-public intranet.
  • the private office suite may be created on the server for a period of time desired by the primary user, after which time the private suite can be erased to free-up system resources.
  • the private office suite comes complete with all the application software required to permit group activity within the office.
  • the primary user can construct a private office suite to include the specific applications desired.
  • an advantage of the present system is that the user is provided with a customizable, secure office suite in which the user and his/her team members can access applications software without the need for each team member to have individual copies of each applications software.
  • the system of the present invention is "end-user friendly", i.e., neither primary user 30 nor secondary user 40 need specialist computer knowledge to make use of the system. There is no requirement for the primary user to have an in-house Information Technology specialist.
  • the system of the present invention is further understood when described by its mode of operation and with reference to Figure 2.
  • a primary user uses his/her web browser 110 to contact the intranet connected server.
  • the server confirms the identity 120 of the primary user and directs the primary user to the system homepage 130. From the system homepage, the primary user can access his/her personal workspace 140.
  • the primary user has the option to enter an existing workgroup with a pre-defined dedicated site or to create a new workgroup with a new, unique dedicated site (150).
  • the server permits access to the pre-defined site ( 160).
  • a workgroup creation template (170) which permits the primary user to define parameters of the workgroup, such as the name of the workgroup and the site to be created, the scope of the project being undertaken, the number of team members, etc.
  • the primary user is prompted to identify the number and contact addresses of the group members, the types of user applications which are to be utilized during the project and to provide a name for the dedicated site to be created.
  • the server creates a dedicated site (180) having the name chosen by primary user.
  • the administration sub-system checks to see whether all the prospective group members identified by the primary user are listed on the existing intranet-user database (190). If a prospective group member is an existing intranet user, the server then sends details of the newly created dedicated site to that member of the group (secondary user) (200). In a presently preferred embodiment, the server automatically creates a link between each secondary user's personal workspace and the newly created dedicated site. Alternatively, the details of the web-site may be sent in the form of an E-mail message which provides each secondary user with the address of the dedicated site, an invitation to join the workgroup and, if applicable, the password required for gaining access to the site (see later).
  • the administration sub-system determines whether the primary user has the authority to add external users (210). If the primary user does have authority to add external users, the server creates a personal workspace for that user (220) and notifies the external user of the existence of the workgroup (230). Preferably, the notification is done by means of E-mail, although other means, such as facsimile or pager, may also be used. Once authorized, an external user can contact the server via the internet and the external user has access to the same operational functionality as an intranet-connected user.
  • a request is sent to a designated system administrator who makes the determination whether the external user can be added to the new workgroup (240). If approval is given, the system creates a personal workspace for the external user as before (220), if the addition of the external user is not approved, the primary user (requestor) is advised (250).
  • the workgroup remains operational until all workgroup activities have been completed (260).
  • the primary user decides that there is no longer a requirement for the workgroup, the workgroup is closed (270) and the dedicated site may be deleted from the server.
  • the dedicated site Prior to closure and deletion of the dedicated site, primary user may be given the option of downloading and storing all the data from the site for archive purposes.
  • the administration sub-system controls all the day to day management of the system. It contains all the code and script required for workgroup size monitoring and database size monitoring. Further, the administration sub-system is responsible for monitoring server traffic and hit counts and the control of the offering of additional subscriber applications.
  • Security is an important feature of most business activity and the system of the present invention provides many levels of security which can be selected by the primary user and/or system administrator to suit his/her individual needs.
  • a basic form of security is to provide the dedicated site created with a password which must be entered by both the primary user and the secondary users to gain access to the workgroup. This password may be the same for the primary user and all the secondary users or every secondary user may be provided with a unique password.
  • Providing each secondary user with a unique password also permits primary user to set up different levels of information which can be accessed within the workgroup by each secondary user, i.e., the workgroup can be created on a "need to know" basis.
  • Examples of other security features include the ability of the primary user to decide: who has the authority to add new secondary users to and/or delete existing secondary users from the group after its creation; who has access to the administrative records of the workgroup; and when and if passwords and/or security levels are to be changed.
  • workgroup activity applications of the present system include bulletin board, chat room, calendar, contact database, change control, event planner, group discussion, issue management, project collaboration, presentation library, decision survey in a box, NGS proposal development, document manager, and Your Own Custom Application.
  • a bulletin board is a common place for team members to post anything that might be of interest to the team. Discussion, file attachments, and broadcast mail are available. Additionally, a number of views may be utilized to gain access to the information, including by date, by author, by type, etc.
  • a chat room is a real-time chat function for teams to schedule discussions on the fly.
  • a calendar is a central calendar dedicated to the team, where individuals may add entries to keep track of milestones, issues and events. It is presented in a dynamic view, i.e. 2day, one week, two weeks or one month.
  • a contact database is an application that allows groups to track specific contracts in a central place.
  • the views allow sorting by name, company type, etc..
  • a change control is a workflow application that allows teams to request and manage project changes.
  • An event planner is an application that is targeted at managing the deliverables for an upcoming event. Team members can assign tasks and milestones, broadcast mail to the stakeholders, and view a calendar in a number of formats.
  • the group discussion is a complete collaborative application that offers groups a central meeting place for the exchange of ideas.
  • Issue management is a workflow application that allows project teams to report issues, notify the owners, and track the resolution.
  • Project collaboration is a complete project management tool that provides managers and team members a Web sit environment for creating, implementing and managing projects. Involv Project Collaboration also imports and exports Microsoft Project Plans.
  • Presentation Library is an application similar to document management but specific to storing presentation files for sales and marketing use. File attachments, descriptions and a variety of views make accessing information easier.
  • the Decision Survey in a Box is a survey application created by Emerging Technology Solutions for Involv Intranet, Decision Survey allows for instant creation of surveys for publishing and gathering data from groups on the Intranet or extranet.
  • NGS Proposal Development is a workflow application created by Nexgen
  • Document Manager is a central depository for posting and managing files and documents of all types. Check in/Check out and decision history makes this a powerful team tool. Your Own Custom Application is a Domino application that can be offered through the Involv Intranet Desktop for self-service.
  • Figures 3a-3e An embodiment of the system of the present invention is shown in Figures 3a-3e. All the display screens of the system exemplified in Figures 3a-3e have the appearance of a personal organiser, with an index "page” (300) on the left-hand side and a details "page” (310) on the right-hand side.
  • the index page is tabbed (320a-320d) for convenient organisation and ease of use.
  • the style of screen display is not limited to this personal organiser style of display. Screen displays can be customized to a user's preference.
  • Figure 3a shows a system homepage (130) as would be seen by a user upon accessing the system.
  • the system homepage may be used to provide links to general access features such as news, library resources, phone directories, office procedure manuals, etc.
  • Figure 3b shows a typical personal workspace as seen by the owner.
  • the index page provides links to the dedicated sites to which the owner has access and also to some generic applications such a personal messaging, chat groups and E-mail.
  • Figure 3 c shows a typical personal workspace as seen by a visitor. This level of a personal workspace may be accessed to any intranet user or authorized external user via the users directory (Tab 320c).
  • index page 300 provides links to other users, not to the person's personal dedicated sites.
  • the details page provides information on, for example, contacting the users, the users speciality and the users present availability.
  • Figure 3d shows an application menu (Tab 320d) which can be utilized by a user to create dedicated sites and add users to a workgroup.
  • Different styles of sites can be created, depending on the function of the site, e.g., Project Collaboration, Event Planning, Document Managing, etc.
  • the details page can be used to give a user an overview of each type of workgroup and provide a link to a template for creating the group. If a user creates a workgroup having a dedicated site, a link to that site is automatically created on the index page 300 of a nominated secondary user's personal workspace (Figure 3b).
  • the application relates to communication between a financial advisor (advisor) and a client, or group of clients. There are currently many trading web sites on the Internet (such as
  • Advisors are trained to provide investment advice and have more experience and easier access to a larger volume of resources than does a typical client. Furthermore, since most clients do not have the time or tools to watch the securities markets all day, it is possible that they may miss the best opportunity to make changes in their financial position. An advisor is typically in a better position to make decisions as events happen.
  • the advisor since conditions on the securities markets can change very rapidly, the advisor currently needs to make a decision about which clients should learn of the new conditions. Most likely, the advisor will first inform the relevant high net-worth clients by telephone. Lower net- worth clients are normally not notified as quickly, if at all, although they represent the greater number of clients. It is typically these lower net- worth clients who are gravitating towards to the low commission trading web sites in order to save money for effectively the same amount of service.
  • the advisor is provided with a system for consolidating information and for providing relevant information to a client or group of clients.
  • Figure 4 illustrates such a system, which is represented generally by the numeral 400.
  • the system includes is a three-tiered hierarchy including a brokerage 402, a plurality of advisors 404 associated with the brokerage 402, and a plurality of clients 406 associated with each advisor 404.
  • Each of the members of the hierarchy can communicate with each other in a manner that is determined by the business relationship between them.
  • the brokerage 402 can communicate with any of the advisors 404 and any of the clients 406.
  • the advisors 404 can communicate with the brokerage 402 and their associated clients 406.
  • the clients 406 can communicate with the brokerage 402 and their advisor 404, but not other clients 406. Alternately, it is possible for an advisor 404 to communicate with any client 406 (not shown), and for an advisor 404 to communicate with other advisors 404 (not shown).
  • a person skilled in the art will appreciate various relationships between members of the hierarchy.
  • the brokerage 402 typically includes a research department 408 and a marketing department 410.
  • the marketing department 410 is typically responsible for providing to the clients and advisors brokerage-related information such as recommendations, upcoming events, RRSP calculators, and the like.
  • the research department 408 is responsible for providing information that might benefit the clients 406 such as investment trends, mergers and acquisitions, mineral deposit discoveries, and the like. Generally this information is forwarded to the advisors 404, who in turn selectively forward it to the clients 406.
  • data streams 412 providing headline news, stock quotes, and other external data sources are provided for the advisors 404 and clients 406. In some cases, the advisors 404 may also selectively forward such information to their clients 406.
  • the advisor 404 selectively forwards information to associated clients 406, by either sending to client groups or by choosing clients directly as recipients.
  • the groups are previously created using predetermined criteria such as areas of interest and the like.
  • the advisor receives a piece of information relating to a specific industry, the advisor forwards it to the corresponding client or client group.
  • the network used to facilitate the above mentioned hierarchy is described as follows.
  • the system is stored and run from a computer server that is coupled to the World Wide Web (WWW).
  • the server is provided with security measures, which are well known in the art, to prevent intruders from gaining access to client information.
  • Each of the brokerage, advisors, and clients can access the system using a web-browser such as NetscapeTM or Internet ExplorerTM. If the server is located at a remote location, then the brokerage, advisors, and clients can each access the system via the Internet using a personal computer, personal digital assistant, mobile telephone, and the like. Alternately, if the server is located at the brokerage, the brokerage and the advisor may be connected via an Intranet as well as having Internet access. Such network access is known and modifications will be apparent to a person skilled in the art.
  • the advisor navigates to a web site provided by the system and logs in. Upon logging in, the advisor is presented with a web page.
  • a block drawing representing the web page is illustrated generally by the numeral 500.
  • the web page is displayed in a frames format, wherein different portions of a screen contain different web pages.
  • the screen is divided into a menu frame 502, an options frame 504, a main frame 506, and a logo frame 508.
  • the menu frame 502 provides the advisor with a plurality of different information screens.
  • the options frame provides the advisor with further options and provides space for advertising, a stock ticker, and the like.
  • the main frame is used to present information to the user.
  • the logo frame 508 typically includes the logo of the brokerage for which the advisor works.
  • the menu frame is divided into subsections, each of which corresponds to the type of information it contains.
  • a first section 502a relates to information between the advisor and the clients.
  • a second section 502b relates to information between the brokerage and the clients.
  • a third section 502c relates to information between the advisor and the brokerage.
  • a fourth section 502d relates to information for the advisor only.
  • the first section 502a includes information about the advisor, newsletters, market trends, investment tips, and the like.
  • the second section 502b includes general information such as information about the brokerage, available products and services, market updates, new issues, economic indicators, currency exchange rates, investment calculators, mutual fund guides, newsletters, and the like.
  • the third section 502c includes information for the advisor such as daily updates, investment tips, upgrades and downgrades, new issues, recommended lists, restricted lists, economic indicators, research, mutual fund guides and the like.
  • the fourth section 502d includes personal information for the advisor such as portfolio tracking, stock watches, favourite stocks, client statistics and sales reports, and the advisor's preferences including type of alert, research and news interests and the like.
  • Two of the options available to the advisor in the options frame 504 are a "what's new” option and a "create” option.
  • the "what's new” option presents to the advisor any new or unread items. Typically the "what's new” option will be presented as a default to the advisor upon logging in.
  • the "create” option provides the advisor with a submenu.
  • the submenu is represented generally by the numeral 506.
  • the submenu has several options including creating new clients, organizing clients in groups, selecting top stock or mutual fund choices, organizing date-related events, initiating discussions, creating bulletins, adding reminders, recommending web sites to clients, creating content for the first section 502a of the web page, and the like.
  • FIG. 600 a block drawing representing the web page is illustrated generally by the numeral 600.
  • the web page is displayed in a frames format, wherein different portions of a screen contain different web pages.
  • the screen is divided into a menu frame 602, an options frame 604, a main frame 606, and a logo frame 608.
  • the menu frame 602 provides the client with a plurality of different information screens.
  • the options frame provides the client with further options and provides space for advertising, a stock ticker, and the like.
  • the main frame is used to present information to the client.
  • the logo frame 508 typically includes the logo of the brokerage providing the service to the client.
  • the menu frame is divided into subsections, each of which corresponds to the type of information it contains.
  • a first section 602a relates to information between the advisor and the clients.
  • a second section 602b relates to information between the brokerage and the clients.
  • a third section 602c relates to information for the client only.
  • Sections 602a and 602b contain the same as information as sections 502a and 502b described above.
  • Section 602c includes information regarding the setting of alerts, determining which stocks to watch, customizing services provided by the advisor (including areas of interest), customizing research, editing favorite links, managing a personal financial portfolio (including funds held outside of the brokerage) and the like.
  • the client is also provided with the "what's new” and “create” options as described above. Furthermore, the client is provided with an “execute trade” option and a “customize services” option. Typically, the "What's New” option will be presented as a default to the client upon logging in.
  • the "customize services” option allows the client to customize the services provided by the system and the advisor.
  • the client selects how quickly he or she is to be alerted once his or her advisor or the firm.
  • the advisor can set up the system such that the data feeds 412 are provided to the client.
  • the client may select to be alerted either immediately, after a certain amount of delay, or at certain time intervals.
  • the client also has the option of determining how the alerts will be sent. The alerts may be sent either via a pop-up box (or window), email, facsimile, telephone, or other wireless devices.
  • the client is able to subscribe to a particular industry of interest by selecting an industry group.
  • the "execute trade” option allows the client to trade on-line. This option provides an interface with an on-line trading engine. The details of the trade will depend on the particular on-line trading engine used and is known in the art.
  • FIG 7 a flowchart illustrating the process by which an advisor creates a client group is shown.
  • the advisor selects the "create” option from the options frame and the "create” submenu is presented to the advisor.
  • the advisor selects a "Client Group” option and is presented with a form for entering group information.
  • the advisor enters information such as a name of the group and a name to appear as a folder on the client desktop.
  • the folder name and group name may be the same.
  • the advisor selects the desired clients from a list of client names and the clients are added to the group. Further, the advisor may select an existing group to add to the group that is being created, in which case all the clients in the existing group are added to the new group. If the advisor does not already have a group with the selected group name, then the group is created and saved by the system. Otherwise, the advisor will be prompted to enter a different name and the group will be created accordingly by the system.
  • a dynamic group differs from the typical group in that rather than associating specific clients to a group, the advisor can associate client characteristics to a group. These characteristics include the client's net worth, the client's age, the client's investment status, the client's cash on hand, and the like.
  • the advisor selects the "create” option from the options frame, which presents the "create” submenu.
  • the advisor selects a "Dynamic Group” option from the submenu and is provided with a form for entering the group information.
  • the group information includes the group name and the specific criteria for forming the group and this information is saved.
  • the advisor can then select this group in the same manner as any group having fixed clients.
  • the system searches through all of the advisor's current clients and adds each of the clients meeting the criteria to the list of recipients. Therefore, the group changes dynamically for each message sent by the advisor.
  • the advisor can view information and forward it to specific clients as desired.
  • the flowchart illustrated in figure 9 illustrates the steps taken by an advisor in order to forward information to a client.
  • the information is a news item.
  • the advisor is presented with the advisor interface.
  • the advisor selects a "headline news" option.
  • the "headline news” options presents the advisor with a list of current news headlines.
  • the advisor selects a particular headline and the corresponding news article is presented in the main frame.
  • the advisor determines whether or not the news is relevant or important to any clients. If the news is irrelevant to any of the advisor's clients, the advisor has the option of reading more news or performing another f nction.
  • the advisor If the advisor wishes to read more news, the advisor reselects "headline news" and begins the review process again. If the advisor believes that some clients will find the news relevant or important, the advisor can send the news item to these clients. The advisor clicks a button associated with the news item entitled "Send to Clients" which enables the advisor to forward the news item to selected clients. The advisor selects the appropriate client group or groups to receive the news item. Further, the advisor can also select individuals who are not part of the aforementioned groups and who the advisor believes are interested in reading the news item. If an individual recipient is selected that is already part of a group that was selected, the system will only send the information once to that intended recipient. The advisor forwards the news item to the selected clients by selecting a "send" option.
  • the information item in this example is a news item.
  • the client Upon logging in, the client is presented with the client interface, which includes any new or unread items. The client selects a particular item to read by clicking on its headline. The corresponding article is presented to the client to read. Once the client has read the news item, the item is automatically organized and saved in a folder for the client.
  • the name of the folder where the news item is stored for the client is determined by the folder name selected by the advisor while setting up the group.
  • the folder name will correspond to the type of information in the news item, which is determined by the user group to which the news item is forwarded by the advisor. For example, if the news item relates to an increase in oil prices, the advisor would typically forward such information to a group that the advisor created called "Oil and Gas".
  • the Oil and Gas group contains all the clients interested in events related to oil and gas. Once those clients review the news item it is stored in a folder called "Oil and Gas" and can be retrieved at a later time.
  • the client can then decide whether or not it is beneficial, based on the news item, to contact the advisor. If the client does not feel it is beneficial to contact the advisor, the client can read other unread or new news items by selecting the "What's New" option. This option returns the client to the screen that displays any new or unread news items. If, however, the client does not want to read more new or unread news items, the client can log out of the system or select another menu button as desired.
  • FIG 11 a flowchart illustrating the process for sending an on-line message is shown.
  • the client selects the "create” option on the menu. This action provides the client with the "create” submenu.
  • the client creates a new message by selecting the "discussion” option from the submenu.
  • the client is provided with a form for inputting information such as the subject matter of the message, the message itself, a list of possible attachments, and the like.
  • the flowchart is shown illustrating the process the advisor follows in responding to a client's on-line message.
  • the advisor views any new information, either by logging on or by selecting the "what's new" option from the options frame, the advisor is presented with a list of unread items. Among these items is the unread message from the client.
  • the advisor selects the unread message and reads the client's comments regarding the news story.
  • the advisor may choose to respond to the client either using the telephone or responding on-line, or to create a reminder item to remind himself or herself to contact that particular client at a later time.
  • the advisor responds to the client's message by clicking the respond button on the message.
  • the advisor provides the message content in response to the client's concern or comment, and then sends the message.
  • the above mentioned messaging functionality is similar to the functionality provided by typical e-mail systems. However, the messaging system is integrated into the overall system and neither the client nor the advisor needs to use an additional piece of software. Further, the client does not need to remember any e-mail addresses since whenever a new message is created it is automatically sent to the advisor since the client is not aware of the existence of any other clients. Unlike email, all communication is facilitated through the secure servers and not the public Internet, maintaining confidentiality. The distribution of email by the advisor is similar to the distribution of news. The advisor is presented with a list of groups that has been created by the advisor or the brokerage. The list further includes the advisor's client names. The client's names may be associated with a corresponding client e-mail, or they with the client's address in the system.
  • the advisor determines the recipients of the e-mail by selecting client or groups of clients from the list.
  • This messaging system is particularly useful for allowing the clients to select one or more of a plurality of different ways to be contacted by the advisor.
  • the client may be contacted either by e-mail, telephone, facsimile, pop-up window, or wireless device.
  • the system automatically organizes and stores the on-line messages in appropriate focus. For example, all the messages from a client to an advisor will be automatically stored for the advisor in a corresponding client file. Therefore, if an advisor would like to review an on-line message previously received from a client that the advisor had already read, the advisor would go to the folder associated with that particular client.
  • the associated folder would be named in such a manner that it can uniquely identify the particular client.
  • Such identifiers include the client's name, a file number, a telephone number, and the like. If a communication contains multiple discussion items sent back-and-forth between the advisor and the client, each item will be listed in a thread underneath the initial discussion item. At the client side, all on-line messages sent to the client from the advisor are stored in a folder associated with the advisor. Typically the folder will have a title such as "Messages from My Advisor".
  • the advisor has the further option to create a menu button that will be located in the first section of the menu frame that is dedicated to information transfer between the advisor and the client.
  • the advisor selects the "create” option selects a "button” option from the "create” submenu.
  • the advisor is provided with a form for entering the button information.
  • the button information includes a name for the button, a content type to be associated with the button, and specific content of a predetermined type.
  • the content type includes Internet addresses such as unique resource locator (URL) links, as well as files or text.
  • the advisor saves the created button. If the button name does not already exist then the system creates the button and the new button is displayed to the client in the menu upon log-in.
  • buttons name does exist then the user is prompted to either to change the name of the button or to overwrite the existing button. If the advisor changes the name of the button to another name, which does not exist, then tibe new button is created and will appear on the client's desktop upon log-in. If the new name does exist, the advisor will again be prompted to either rename the button or to replace the existing button. This will continue until the button is created or the user aborts the process.
  • the advisor enters the URL link as the content of the predetermined type.
  • the client clicks on the button associated with the URL link the web page associated with the particular URL link is presented to the user in the main frame.
  • the content type is a file
  • the name and location of the file is entered into the content of predetermined type.
  • the associated file such as an AdobeTM PDF file, will be presented to the client in the main frame.
  • the content type is text
  • the actual text that the advisor wishes the client to view is entered into the content of the predetermined type section.
  • the client selects the button the text entered by the advisor will be displayed to the client in the main frame.
  • Other content types will be apparent to a person skilled in the art.
  • the hierarchical system is greater than the three-tier system described in the previous embodiment.
  • An additional level can be added between the advisors and the brokerage. This level can be assigned to managers who are responsible for a plurality of advisors.
  • a large investment group can provide its services to a plurality of brokerages.
  • the investment group provides its information to the brokerages that, in turn, provides the information to the advisors and clients.
  • an additional step could be inserted into the process of sending an item from an advisor to a client, in which a designated third user may read the item before it reaches the client and may release it to the client after acknowledging it as acceptable communication.
  • the third user is typically a Compliance Officer of the firm.
  • FIG 14 a flowchart illustrating a sample compliance procedure is shown.
  • the firm or the advisor referred to as the sender
  • sends information to the clients the information is passed through a firm maintained filter.
  • the filter is typically maintained by the firm's compliance department and is used to automatically search for keywords that might present a problem. If the filter detects no problem, the information is passed to a switch for determining if it is to be reviewed.
  • the switch is defined for the sender based on the required compliance mode. If the compliance mode does not require information to be reviewed, it is marked as such and sent to the desired destination, which is typically the client. If the compliance mode does require the information to be reviewed, a reviewer is alerted.
  • the reviewer examines the information to ensure it is approved before sending it to the client. If the examiner approves the information, it is marked as such and released to the client. If the examiner does not approve the information, comments as to why the information has been disapproved are added, and it the information is returned to the sender. Further, once information has been either approved or disapproved, a message indicating the status of the information is sent to the sender.
  • the filter uses the matching criteria to determine whether the information is to be sent to a compliance officer or the reviewer. If the information is sent to a reviewer, it follows the same procedure as described above. If the information is sent to a compliance officer, the compliance officer follows the same procedure as the reviewer.
  • the invention is applied to communication between a company president and the company's stakeholders (such as employees, suppliers and shareholders).
  • the president groups, and communicates with, stakeholders according to their role and the type of information that would be relevant to each of them.
  • the stakeholders benefit from being able to easily manage issues such as product direction as communicated by the president, as well as news, research, quotes, policies and procedures, and company news from both the company and external sources.
  • the information provided by the president is maintained in a portfolio, which benefits shareholders and suppliers by indicating their stake or accounts with the company.
  • the invention is applied to communication between a holding company such as an incubator, the holding company's account representatives, and subsidiaries of the company, as overseen by the representatives.
  • the account representatives group and communicate with subsidiaries according to various criteria.
  • the subsidiary benefits by having a method of staying in constant contact with their account representative. They benefit greatly by being able to go to one place for specific business advice and information about market issues, further financing options, possible partnering opportunities and events like technology tradeshows, as distributed by the account representative and the holding company's marketing department.
  • the invention is applied to communication between an electricity company, its advisors/account representatives and large consumers of electricity.
  • the consumers are looking for advice about how to keep energy costs as low as possible, so electricity companies are employing advisors to advise the consumers on keeping low costs and similar issues.
  • the electricity company benefits from increased customer loyalty since the advisors are able to group and communicate with customers to disseminate information that is relevant to each customer, such as specific advice on how to decrease electricity usage in certain situations.
  • Research and News are incorporated for allowing customers to learn of new developments in energy technology, and for further maintaining customer loyalty to the electricity company.
  • the invention is applied to communication between members of a trade organization, a facilitator/chair, and employees of the trade organization.
  • the facilitator communicates with members according to status or geography, and relays information such as meeting minutes and agendas, policy agreements, new ideas, and copies of presentations.
  • the organization employees and members communicate directly about issues such as membership dues, extracurricular activities and the like.
  • the invention is applied to communication between an insurance firm, its agents, and its clients.
  • the clients seek advice as to how to best manage their insurance policies.
  • the insurance agent communicates with clients individually, or via topic groups targeting information about new laws, policy changes, and costs.
  • the firm communicates with clients about claims, billing, special offers and surveys. Therefore, it is shown that the system and methods described herein have application in a plurality of circumstances.
  • the system can be implemented for a situation where there is need for a communication system between an organization, the organization's experts or facilitators, and a number of clients, customers or colleagues.
  • the organization typically seeks to achieve customer loyalty by providing the expert/facilitators' expertise and effort to maintain or better the client's business, financial or personal situation.

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Abstract

L'invention concerne un système et un procédé fournissant un réseau de communications. Le système comprend un serveur connecté à un réseau possédant des fonctions d'entrée et d'accès, un créateur de site, un émetteur, un dispositif de communication, et une mémoire. Le créateur de site reçoit une entrée d'instructions d'un premier utilisateur, et crée un site de réseau dédié en fonction des instructions reçues. L'émetteur signale l'existence du site de réseau dédié à un second utilisateur désigné. Le dispositif de communication fournit des accès aux contenus du site de réseau dédié aux premier et second utilisateurs. La mémoire stocke des entrées d'informations provenant des premier et second utilisateurs dans le site de réseau dédié.
EP01944802A 2000-06-09 2001-06-08 Logiciel de groupe web Ceased EP1287476A2 (fr)

Priority Applications (1)

Application Number Priority Date Filing Date Title
EP10183500A EP2273436A1 (fr) 2000-06-09 2001-06-08 Système de collecticiel web

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US590099 1996-01-24
US09/590,099 US6917962B1 (en) 1997-10-22 2000-06-09 Web-based groupware system
PCT/CA2001/000835 WO2001095166A2 (fr) 2000-06-09 2001-06-08 Logiciel de groupe web

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EP1287476A2 true EP1287476A2 (fr) 2003-03-05

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EP10183500A Withdrawn EP2273436A1 (fr) 2000-06-09 2001-06-08 Système de collecticiel web
EP01944802A Ceased EP1287476A2 (fr) 2000-06-09 2001-06-08 Logiciel de groupe web

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EP10183500A Withdrawn EP2273436A1 (fr) 2000-06-09 2001-06-08 Système de collecticiel web

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WO (1) WO2001095166A2 (fr)

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SG119242A1 (en) * 2004-07-30 2006-02-28 Third Sight Pte Ltd Method of populating a collaborative workspace anda system for providing the same
US11405433B1 (en) 2021-06-29 2022-08-02 Microsoft Technology Licensing, Llc Collaborative browsing

Citations (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CA2221790A1 (fr) * 1997-11-19 1999-05-19 Changepoint International Corporation Systeme de logiciels de groupe axe sur un reseau

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US5548506A (en) 1994-03-17 1996-08-20 Srinivasan; Seshan R. Automated, electronic network based, project management server system, for managing multiple work-groups
US5917489A (en) * 1997-01-31 1999-06-29 Microsoft Corporation System and method for creating, editing, and distributing rules for processing electronic messages
US6073142A (en) * 1997-06-23 2000-06-06 Park City Group Automated post office based rule analysis of e-mail messages and other data objects for controlled distribution in network environments
CA2221026A1 (fr) * 1997-10-22 1999-04-22 Changepoint International Corporation Systeme et methode de prestation de fonctionnalite de logiciel de groupe fondes sur internet

Patent Citations (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CA2221790A1 (fr) * 1997-11-19 1999-05-19 Changepoint International Corporation Systeme de logiciels de groupe axe sur un reseau

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AU2001267199B2 (en) 2008-04-17
WO2001095166A2 (fr) 2001-12-13
WO2001095166A3 (fr) 2002-04-04
EP2273436A1 (fr) 2011-01-12
AU6719901A (en) 2001-12-17

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