IP Library Granted Patent US 12,627,721
Granted Patent B2
US 12,627,721 · App. 18/769,244 · Granted May 12, 2026

Distributed messaging communication system integrated with a cross-entity collaboration platform

Inventors: Luojia Wang (San Marino, CA); Douglas R. Heckmann (Pasadena, CA)
Assignee: Sure Market, LLC
H04L65/4053G06F16/176H04L51/046H04L63/0272
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Quick Facts
Patent No.
US 12,627,721
App. No.
18/769,244
Granted
May 12, 2026
Kind
B2
Abstract

A communication/collaboration system enables a first user at a first entity to define a collaboration object, and to invite a second entity to collaborate on the collaboration object in accordance with a hierarchy with corresponding permissions. A second user at a second entity is enabled to collaborate on the collaboration object. A communications log regarding the collaboration between the first user and the second user is maintained. A communications log between the first user and other users at the first entity is maintained. A communication interface is displayed on the first user computer system that displays the log of communications between the first user and the second user on the collaboration object, together with the log of communications regarding the collaboration object between the first user and other users at the first entity, and excluding communications regarding the collaboration object between the second user and other users at the second entity.

Claims (117)

1 . A communication and collaboration system, comprising:

one or more processing devices;

a network interface;

non-transitory memory that stores instructions that when executed by the one or more processing devices are configured to cause the communication and collaboration system to perform operations comprising:

provide a user interface for display on a first user device that enables a first user at a first entity having a first permission to define a first collaboration object comprising a hierarchical definition, the first user device associated with a first user of a first entity;

receive a hierarchical definition of the first collaboration object from the first user device, the hierarchical definition identifying at least a second collaboration object and a third collaboration object;

receive, via the network interface, a first image of the first collaboration object, receive a second image of the second collaboration object, and receive a third image of the third collaboration object;

receive, via the network interface, a first attribute of the first collaboration object, receive a second attribute of the second collaboration object, and receive a third attribute of the third collaboration object;

generate a hierarchical representation of the first collaboration object;

cause the hierarchical representation of the first collaboration object to be rendered on the first user device, the hierarchical representation of the first collaboration object comprising the first image of the first collaboration object positioned at a first level of the hierarchical representation, the second image of the second collaboration object at a second level of the hierarchical representation, and the third image of the third collaboration object at a third level of the hierarchical representation;

cause the second attribute to be rendered on the first user device in association with the second image and cause the third attribute to be rendered on the first user device in association with the third image;

cause a value calculated using the second attribute and the third attribute to be rendered on the first user device in association with the first image;

enable an authorized second user of a second entity to access the first collaboration object, including the first image of the first collaboration object via a second user device;

cause the first image of the first collaboration object to be rendered via the second user device in association with an annotation tool;

receive a first graphical annotation to the first image of the first collaboration object from the second user device;

automatically assign an identifier to the first graphical annotation to the first image; and

cause the identifier assigned to the first graphical annotation to the first image to be rendered in association with the first graphical annotation to the first image.

2 . The communication and collaboration system as defined in claim 1 , the operations further comprising:

establish a virtual private network to communicate with a first computer system of the first entity;

use a secure transfer tunnel to encrypt communications to the first computer system of the first entity; and

store communications from the first computer system using file encryption in a cloud-based data store.

3 . The communication and collaboration system as defined in claim 1 , wherein the hierarchical representation of the first collaboration object comprises a tree structure.

4 . The communication and collaboration system as defined in claim 1 , the operations further comprising: cause the hierarchical representation of the first collaboration object to be rendered in a list, wherein the second collaboration object is indented in a first direction relative to the first collaboration object, and the third collaboration object is indented in the first direction relative to the second collaboration object.

5 . The communication and collaboration system as defined in claim 1 , the operations further comprising:

receive a ratio definition indicating how many of the third collaboration objects are associated with the second collaboration object; and

wherein the value calculated using the second attribute and the third attribute is calculated using the ratio definition.

6 . The communication and collaboration system as defined in claim 1 , the operations further comprising:

receive from the second user device a first text associated with the first graphical annotation to the first image of the first collaboration object;

store the first text received from the second user device in association with the first graphical annotation and in association with an identifier of the second user; and

cause the first image of the first collaboration object to be rendered together with the first graphical annotation and the first text, wherein the first text is rendered in association with the identifier of the second user.

7 . The communication and collaboration system as defined in claim 1 , the operations further comprising:

maintain a library of collaboration objects in a data store, the library of collaboration objects comprising the second collaboration object; and

enable the second collaboration object to be used as part of a fourth collaboration object.

8 . The communication and collaboration system as defined in claim 1 , the operations further comprising:

provide a second user interface for display on the first user device, the second user interface comprising:

a first menu that enables a user to specify a page orientation for a first document;

a second menu that enables a user to specify a number of product images that are to be displayed by the first document;

a dynamic menu that includes field number quantities, where the field number quantities are based at least in part on a specified number of product images that are to be displayed by the first document;

a field menu providing a set of selectable fields that enables a user to specify what data fields are to be displayed in association with respective product images;

receive via the first menu, a first page orientation specification for the first document, receive via the second menu a first specification of a number of product images that are to be displayed by the first document, receive, via the dynamic menu a specified field quantity, receive via the field menu a specification of fields that are to be displayed in association with respective product images; and

cause the first document to be rendered in real time in accordance with the first page specification, the first specification of the number of product images that are to be displayed by the first document, the specified field quantity, and the specified fields.

9 . A computer system:

one or more processing devices;

a network interface;

non-transitory memory that stores instructions that when executed by the one or more processing devices are configured to cause the computer system to perform operations comprising:

provide a user interface for display on a first user device that enables a first user at a first entity having a first permission to define a first collaboration object comprising a hierarchical definition, the first user device associated with a first user of a first entity;

receive a hierarchical definition of the first collaboration object from the first user device, the hierarchical definition identifying at least a second collaboration object at a lower hierarchical level than the first collaboration object;

receive, via the network interface, a first image of the first collaboration object and receive a second image of the second collaboration object;

receive, via the network interface, a first attribute of the first collaboration object and receive a second attribute of the second collaboration object;

generate a hierarchical representation of the first collaboration object;

cause the hierarchical representation of the first collaboration object to be rendered on the first user device, the hierarchical representation of the first collaboration object comprising the first image of the first collaboration object positioned at a first level of the hierarchical representation and the second image of the second collaboration object at a second level of the hierarchical representation;

cause the second attribute to be rendered on the first user device in association with the second image;

enable an authorized second user of a second entity to access the first collaboration object, including the first image of the first collaboration object via a second user device;

cause the first image of the first collaboration object to be rendered via the second user device in association with an annotation tool;

receive a first graphical annotation to the first image of the first collaboration object from the second user device;

automatically assign an identifier to the first graphical annotation to the first image; and

cause the identifier assigned to the first graphical annotation to the first image to be rendered in association with the first graphical annotation to the first image.

10 . The computer system as defined in claim 9 , the operations further comprising:

establish a virtual private network to communicate with a first computer system of the first entity;

use a secure transfer tunnel to encrypt communications to the first computer system of the first entity; and

store communications from the first computer system using file encryption in a cloud-based data store.

11 . The computer system as defined in claim 9 , wherein the hierarchical representation of the first collaboration object comprises a tree structure.

12 . The computer system as defined in claim 9 , the operations further comprising: cause the hierarchical representation of the first collaboration object to be rendered in a list, wherein the second collaboration object is indented in a first direction relative to the first collaboration object.

13 . The computer system as defined in claim 9 , the operations further comprising:

receive a ratio definition indicating how many of the second collaboration objects are associated with the first collaboration object; and

cause a value calculated using the second attribute and the ratio definition to be rendered on the first user device in association with the first image.

14 . The computer system as defined in claim 9 , the operations further comprising:

receive from the second user device a first text associated with the first graphical annotation to the first image of the first collaboration object;

store the first text received from the second user device in association with the first graphical annotation and in association with an identifier of the second user;

cause the first image of the first collaboration object to be rendered together with the first graphical annotation and the first text, wherein the first text is rendered in association with the identifier of the second user.

15 . The computer system as defined in claim 9 , the operations further comprising:

maintain a library of collaboration objects in a data store, the library of collaboration objects comprising the second collaboration object; and

enable the second collaboration object to be used as part of a fourth collaboration object.

16 . The computer system as defined in claim 9 , the operations further comprising:

provide a second user interface for display on the first user device, the second user interface comprising:

a first menu that enables a user to specify a page orientation for a first document;

a second menu that enables a user to specify a number of product images that are to be displayed by the first document;

a dynamic menu that includes field number quantities, where the field number quantities are based at least in part on a specified number of product images that are to be displayed by the first document;

a field menu that enables a user to specify what data fields are to be displayed in association with respective product images;

receive via the first menu, a first page orientation specification for the first document, receive via the second menu a first specification of a number of product images that are to be displayed by the first document, receive, via the dynamic menu a specified field quantity, receive via the field menu a specification of fields that are to be displayed in association with respective product images; and

cause the first document to be rendered in real time in accordance with the first page specification, the first specification of the number of product images that are to be displayed by the first document, the specified field quantity, and the specified fields.

17 . A computer implemented method, the method comprising:

providing, by a computer system, a user interface for display on a first user device that enables a first user at a first entity having a first permission to define a first collaboration object comprising a hierarchical definition, the first user device associated with a first user of a first entity;

receiving a hierarchical definition of the first collaboration object from the first user device, the hierarchical definition identifying at least a second collaboration object at a lower hierarchical level than the first collaboration object;

receiving a first image of the first collaboration object and receive a second image of the second collaboration object;

receiving a first attribute of the first collaboration object and receive a second attribute of the second collaboration object;

generating a hierarchical representation of the first collaboration object;

causing the hierarchical representation of the first collaboration object to be rendered on the first user device, the hierarchical representation of the first collaboration object comprising the first image of the first collaboration object positioned at a first level of the hierarchical representation and the second image of the second collaboration object at a second level of the hierarchical representation;

causing the second attribute to be rendered on the first user device in association with the second image;

enabling an authorized second user to access the first collaboration object, including the first image of the first collaboration object via a second user device;

causing the first image of the first collaboration object to be rendered via the second user device in association with an annotation tool;

receiving a first graphical annotation to the first image of the first collaboration object from the second user device; and

causing the graphical annotation to the first image to be rendered on the second user device.

18 . The computer implemented as defined in claim 17 , the method further comprising:

establishing a virtual private network to communicate with a first computer system of the first entity;

using a secure transfer tunnel to encrypt communications to the first computer system of the first entity; and

storing communications from the first computer system using file encryption in a cloud-based data store.

19 . The computer implemented as defined in claim 17 , wherein the hierarchical representation of the first collaboration object comprises a tree structure.

20 . The computer implemented as defined in claim 17 , the method further comprising: causing the hierarchical representation of the first collaboration object to be rendered in a list, wherein the second collaboration object is indented in a first direction relative to the first collaboration object.

21 . The computer implemented as defined in claim 17 , the method further comprising:

receiving a ratio definition indicating how many of the second collaboration objects are associated with the first collaboration object; and

causing a value calculated using the second attribute and the ratio definition to be rendered on the first user device in association with the first image.

22 . The computer implemented as defined in claim 17 , the method further comprising:

receiving from the second user device a first text associated with the first graphical annotation to the first image of the first collaboration object;

storing the first text received from the second user device in association with the first graphical annotation and in association with an identifier of the second user; and

causing the first image of the first collaboration object to be rendered together with the first graphical annotation and the first text, wherein the first text is rendered in association with the identifier of the second user.

23 . The computer implemented as defined in claim 17 , the method further comprising:

maintaining a library of collaboration objects in a data store, the library of collaboration objects comprising the second collaboration object; and

enabling the second collaboration object to be used as part of a fourth collaboration object.

24 . The computer implemented as defined in claim 17 , the method further comprising:

providing a second user interface for display on the first user device, the second user interface comprising:

a first menu that enables a user to specify a page orientation for a first document;

a second menu that enables a user to specify a number of product images that are to be displayed by the first document;

a dynamic menu that includes field number quantities, where the field number quantities are based at least in part on a specified number of product images that are to be displayed by the first document;

a field menu that enables a user to specify what data fields are to be displayed in association with respective product images;

receiving via the first menu, a first page orientation specification for the first document, receive via the second menu a first specification of a number of product images that are to be displayed by the first document, receive, via the dynamic menu a specified field quantity, receive via the field menu a specification of fields that are to be displayed in association with respective product images; and

causing the first document to be rendered in real time in accordance with the first page specification, the first specification of the number of product images that are to be displayed by the first document, the specified field quantity, and the specified fields.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 15, 2024
From: WANG, LUOJIA; HECKMANN, DOUGLAS R.
To: SURE MARKET, LLC
Reel/Frame 067991/0179 →
Continuity (7)
Continuation In Part 18421282 · Jan 24, 2024
Continuation 18054128 · Nov 9, 2022
Continuation In Part 17584294 · Jan 25, 2022
Continuation 16883729 · May 26, 2020
Continuation In Part 16248529 · Jan 15, 2019
Provisional Application 62618577 · Jan 17, 2018
Related Publication 20240364763A1 · Oct 31, 2024
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