IP Library › Granted Patent US 10,474,995
Granted Patent B2
US 10,474,995 · App. 15/372,621 · Granted Nov 12, 2019

Method and computer-readable media for managing governing documents in complex business transactions

Inventor: Robert Elliott Marsh (Kansas City, MO)
G06Q10/10G06F21/31G06F21/6218
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Quick Facts
Patent No.
US 10,474,995
App. No.
15/372,621
Granted
Nov 12, 2019
Kind
B2
Abstract

A method, and computer-readable media for performing the method, for managing governing documents in business transactions. Electronic transaction documents are received from authenticated users and stored in an on-line transaction document database. Governing document rules are defined with transaction participants categorized in user categories. Governing documents corresponding to those user categories are stored and provided to the transaction participants for agreement according to the governing document rules as a condition to access to the on-line transaction document database.

Claims (26)

1. A method for managing access to transaction documents only after access and agreement to governing documents in business transactions, comprising:

Providing a transaction document database for storing electronic transaction documents;

Receiving authentication requests from users to access said transaction document database for retrieving electronic transaction documents from said transaction document database;

Authenticating users to control access to said transaction document database;

Defining two or more user categories and assigning identifiers for each user category;

Associating an authenticated user with a user category identifier;

Storing two or more governing documents in said governing document database;

Associating said governing documents with said user category identifiers;

A user interface to present for viewing by said authenticated user at least one governing document associated with that user's user category identifier prior to said authenticated user's access to said transaction document database;

A user interface to receive a user's agreement to one or more governing documents; and

Providing access to said transaction document database to an authenticated user only after said user's agreement to at least one governing document associated with said user's user category.

2. The method of claim 1 , further comprising the step of authorizing users to post documents to said transaction document database for storing electronic transaction documents.

3. The method of claim 1 , where three or more governing documents are stored in said governing document database and each is associated with at least one of two or more user categories.

4. One or more non-transitory computer-readable media having computer-executable instructions embodied thereon for performing a method of managing governing documents, the method comprising:

Providing a transaction document database for storing electronic transaction documents;

Receiving authentication requests from users to access said transaction document database for retrieving electronic transaction documents from said transaction document database;

Authenticating users to control access to said transaction document database;

Defining two or more user categories and assigning identifiers for each user category;

Associating an authenticated user with a user category identifier;

Storing two or more governing documents in a governing document database;

Associating said governing documents with said user category identifiers;

A user interface to present for viewing by said authenticated user at least one governing document associated with that user's user category identifier prior to said authenticated user's access to said transaction document database;

A user interface to receive a user's agreement to one or more governing documents; and

Providing access to said transaction document database to an authenticated user only after said user's agreement to at least one governing document associated with said user's user category.

5. The non-transitory computer-readable media for performing the method of claim 4 , with said method further comprising the step of authorizing users to post documents to said transaction document database for storing electronic transaction documents.

6. The non-transitory computer-readable media for performing the method in claim 4 , where three or more governing documents are stored in said governing document database and each is associated with at least one of two or more user categories.

Continuity (2)
Provisional Application 62269803 · Dec 18, 2015
Related Publication 20170178074A1 · Jun 22, 2017