IP Library Patent Application 14026843
Patent Application
App. No. 14/026,843

SCREENING AND MONITORING DATA TO ENSURE THAT A SUBJECT ENTITY COMPLIES WITH LAWS AND REGULATIONS

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Quick Facts
Patent No.
US None
App. No.
14/026,843
Abstract

There is provided a method that includes (a) receiving an electronic communication that includes a description of a subject entity, (b) matching the input record to data in a first database, where the data includes an identifier of the subject entity, (c) generating a consolidated input that includes the description and the identifier, (d) searching a second database for adverse information concerning the subject entity, based on the consolidated input (e) producing a result that indicates whether the searching yielded the adverse information, and (f) issuing, by way of an electronic communication, a report that includes the result. There is also provided a system that performs the method, and a storage device that contains instructions for controlling a processor to perform the method.

Claims (77)

1 . A method, performed by a processor in accordance with instructions in a memory device, comprising:

receiving an electronic communication that includes an input record that includes a description of a subject entity;

matching said input record to data in a first database, wherein said data includes an identifier of said subject entity;

generating a consolidated input that includes said description and said identifier;

searching a second database for adverse information concerning said subject entity, based on said consolidated input;

producing a result that indicates whether said searching yielded said adverse information; and

transmitting an electronic communication that includes said result.

2 . The method of claim 1 , wherein said identifier is a Data Universal Numbering System (DUNS) number.

3 . The method of claim 2 , further comprising:

obtaining, from a third database, based on said DUNS number, additional information concerning said subject entity; and

including said additional information in said consolidated input.

4 . The method of claim 3 ,

wherein said additional information identifies a business entity that is related to said subject entity in a family tree, and

wherein said adverse information includes adverse information concerning said business entity.

5 . The method of 3 , further comprising,

monitoring said data in said first database and said adverse information;

detecting a change in either of said data or said adverse information;

generating an updated result that indicates said change; and

transmitting an electronic communication that includes said updated result.

6 . The method of claim 3 , further comprising:

transmitting an electronic communication that includes a request for a representative of said subject entity to provide first requested information about said subject entity;

receiving an electronic communication that includes said first requested information;

transmitting an electronic communication that includes a request for an investigator that is not affiliated with said subject entity to provide second requested information about said subject entity;

receiving an electronic communication that includes said second requested information; and

including said first requested information and said second requested information in said consolidated input.

7 . A system, comprising:

a processor; and

a memory that contains instructions that when read by said processor cause said processor to:

receive an electronic communication that includes an input record that includes a description of a subject entity;

match said input record to data in a first database, wherein said data includes an identifier of said subject entity;

generate a consolidated input that includes said description and said identifier;

search a second database for adverse information concerning said subject entity, based on said consolidated input;

produce a result that indicates whether said searching yielded said adverse information; and

transmit an electronic communication that includes said result.

8 . The system of claim 7 , wherein said identifier is a Data Universal Numbering System (DUNS) number.

9 . The system of claim 8 , wherein said instructions also cause said processor to:

obtain, from a third database, based on said DUNS number, additional information concerning said subject entity; and

include said additional information in said consolidated input.

10 . The system of claim 9 ,

wherein said additional information identifies a business entity that is related to said subject entity in a family tree, and

wherein said adverse information includes adverse information concerning said business entity.

11 . The system of 9 , wherein said instructions also cause said processor to:

monitor said data in said first database and said adverse information;

detect a change in either of said data or said adverse information;

generate an updated result that indicates said change; and

transmit an electronic communication that includes said updated result.

12 . The system of claim 9 , wherein said instructions also cause said processor to:

transmit an electronic communication that includes a request for a representative of said subject entity to provide first requested information about said subject entity;

receive an electronic communication that includes said first requested information;

transmit an electronic communication that includes a request for an investigator that is not affiliated with said subject entity to provide second requested information about said subject entity;

receive an electronic communication that includes said second requested information; and

include said first requested information and said second requested information in said consolidated input.

13 . A tangible storage device comprising instructions that when read by a processor, cause said processor to:

receive an electronic communication that includes an input record that includes a description of a subject entity;

match said input record to data in a first database, wherein said data includes an identifier of said subject entity;

generate a consolidated input that includes said description and said identifier;

search a second database for adverse information concerning said subject entity, based on said consolidated input;

produce a result that indicates whether said searching yielded said adverse information; and

transmit an electronic communication that includes said result.

14 . The tangible storage device of claim 13 , wherein said identifier is a Data Universal Numbering System (DUNS) number.

15 . The tangible storage device of claim 14 , wherein said instructions also cause said processor to:

obtain, from a third database, based on said DUNS number, additional information concerning said subject entity; and

include said additional information in said consolidated input.

16 . The tangible storage device of claim 15 ,

wherein said additional information identifies a business entity that is related to said subject entity in a family tree, and

wherein said adverse information includes adverse information concerning said business entity.

17 . The tangible storage device of 15 , wherein said instructions also cause said processor to:

monitor said data in said first database and said adverse information;

detect a change in either of said data or said adverse information;

generate an updated result that indicates said change; and

transmit an electronic communication that includes said updated result.

18 . The tangible storage device of claim 15 , wherein said instructions also cause said processor to:

transmit an electronic communication that includes a request for a representative of said subject entity to provide first requested information about said subject entity;

receive an electronic communication that includes said first requested information;

transmit an electronic communication that includes a request for an investigator that is not affiliated with said subject entity to provide second requested information about said subject entity;

receive an electronic communication that includes said second requested information; and

include said first requested information and said second requested information in said consolidated input.

Assignments (5)
RELEASE OF SECURITY INTEREST Recorded Aug 27, 2025
From: BANK OF AMERICA, N.A. AS AGENT
To: THE DUN & BRADSTREET CORPORATION; DUN & BRADSTREET EMERGING BUSINESSES CORP.; DUN & BRADSTREET, INC.; HOOVER’S, INC.; LATTICE ENGINES, INC.
Reel/Frame 072591/0843 →
INTELLECTUAL PROPERTY RELEASE AND TERMINATION Recorded Jan 18, 2022
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: THE DUN & BRADSTREET CORPORATION; DUN & BRADSTREET EMERGING BUSINESSES CORP.; DUN & BRADSTREET, INC.; HOOVER'S, INC.
Reel/Frame 058757/0232 →
PATENT SECURITY AGREEMENT Recorded Feb 12, 2019
From: THE DUN & BRADSTREET CORPORATION; DUN & BRADSTREET EMERGING BUSINESSES CORP.; DUN & BRADSTREET, INC.; HOOVER'S, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 048306/0375 →
PATENT SECURITY AGREEMENT Recorded Feb 12, 2019
From: THE DUN & BRADSTREET CORPORATION; DUN & BRADSTREET EMERGING BUSINESSES CORP.; DUN & BRADSTREET, INC.; HOOVER'S INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 048306/0412 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 30, 2013
From: DICKENSON, KELVIN; LAROIA, DEEPIKA; STACK, DEAN; PURSLEY, SEAN; BATRA, RAJ; MORGAN, WILLIAM
To: THE DUN & BRADSTREET CORPORATION
Reel/Frame 031506/0792 →