IP Library Granted Patent US 11,080,415
Granted Patent B2
US 11,080,415 · App. 16/566,184 · Granted Aug 3, 2021

Document proportional allocation system

Inventor: Joseph Welu (Eden Prairie, MN)
Assignee: Total Expert LLC
G06F21/6209G06F3/048G06F3/0481G06F3/04845G06F21/6218G06Q30/0607G06Q50/16G06F40/166
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Quick Facts
Patent No.
US 11,080,415
App. No.
16/566,184
Granted
Aug 3, 2021
Kind
B2
Abstract

Systems and methods may be used to create and modify a co-marketed document. A system and method may include using a template with designated editable regions for each co-marketer, wherein each co-marketer may not edit regions designated for the other co-marketer. The system and method may include selecting regions of the co-marketed document for each co-marketer to determine the percentage of space each co-marketer utilizes on a co-marketed document. The system and method may include providing mechanisms for the determined percentage of space to be verified, approved, and transmitted to a printing service.

Claims (63)

1. A non-transitory machine-readable medium, comprising instructions which when executed by a machine, cause the machine to:

receive an identification for a template of a co-marketed document layout;

load the template, wherein the template includes a plurality of regions associated with at least a first co-marketer type and a plurality of regions associated with at least a second co-marketer type;

receive a credential for a user, wherein the credential identifies the user as the first co-marketer type;

receive an identification associated with an identified data set from a plurality of data sets;

populate the plurality of regions of the template associated with at least the first co-marketer type with data items from the identified data set;

store the template with populated regions as a co-marketed document;

determine an amount of space of the co-marketed document populated with data items of the first co-marketer type;

calculate a percentage of total space of the co-marketed document populated with data items of the first co-marketer type; and

transmit a message to a device associated with a second co-marketer user indicating the percentage of total space of the co-marketed document populated with data items of the first co-marketer type.

2. The non-transitory machine-readable medium of claim 1 , further comprising instructions to:

receive a credential for a second user, wherein the credential for the second user identifies the second user as the second co-marketer type;

receive a second identification associated with a second data set from the plurality of data sets;

populate the plurality of regions of the template associated with at least the second co-marketer type with data items from the second data set; and

store the template with populated regions as the co-marketed document.

3. The non-transitory machine-readable medium of claim 1 , further comprising instructions to:

transmit an electronic communication to the device associated with the second co-marketer type, wherein the electronic communication is a notification of storing the co-marketed document.

4. The non-transitory machine-readable medium of claim 1 , wherein at least one of the plurality of regions associated with at least the first co-marketer type is locked from editing by the second co-marketer type.

5. The non-transitory machine-readable medium of claim 4 , wherein the second co-marketer type may alter placement within the co-marketed document of the at least one of the plurality of regions associated with at least the first co-marketer type.

6. The non-transitory machine-readable medium of claim 1 , further comprising instructions to:

automatically populate a region of the template with a data item from the data set, wherein the region is designated for a membership of the first co-marketer type and wherein the data item is representation for the membership of the first co-marketer type.

7. The non-transitory machine-readable medium of claim 1 , wherein at least one of the plurality of regions associated with at least the first co-marketer type is designated for a legal disclaimer.

8. A system comprising:

at least one processor; and

memory including instructions that, when executed by the at least one processor, cause the at least one processor to:

receive an identification for a template of a co-marketed document layout;

load the template, wherein the template includes a plurality of regions associated with at least a first co-marketer type and a plurality of regions associated with at least a second co-marketer type;

receive a credential for a user, wherein the credential identifies the user as the first co-marketer type;

receive an identification associated with an identified data set from a plurality of data sets;

populate the plurality of regions of the template associated with at least the first co-marketer type with data items from the identified data set;

store the template with populated regions as a co-marketed document;

determine an amount of space of the co-marketed document populated with data items of the first co-marketer type;

calculate a percentage of total space of the co-marketed document populated with data items of the first co-marketer type; and

transmit a message to a device associate with a second co-marketer user indicating the percentage of total space of the co-marketed document populated with data items of the first co-marketer type.

9. The system of claim 8 , further comprising instructions to:

receive a credential for a second user, wherein the credential for the second user identifies the second user as the second co-marketer type;

receive a second identification associated with a second data set from a plurality of data sets;

populate regions of the template associated with at least the second co-marketer type with data items from the second data set; and

store the template with populated regions as the co-marketed document.

10. The system of claim 8 , further comprising instructions to:

transmit an electronic communication to the device associated with the second co-marketer type, wherein the electronic communication is a notification of storing the co-marketed document.

11. The system of claim 8 , wherein at least one of the plurality of regions associated with at least the first co-marketer type is locked from editing by the second co-marketer type.

12. The system of claim 11 , wherein the second co-marketer type may alter placement within the co-marketed document of the at least one of the plurality of regions associated with at least the first co-marketer type.

13. The system of churn 8 , further comprising instructions to:

automatically populate a region of the template with a data item from the data set, wherein the region is designated for a membership of the first co-marketer type and wherein the data item is representation for the membership of the first co-marketer type.

14. The system of claim 8 , wherein at least one of the plurality of regions associated with at least the first co-marketer type is designated for a legal disclaimer.

15. A method comprising:

receiving an identification for a template of a co-marketed document layout;

loading the template, wherein the template includes a plurality of regions associated with at least a first co-marketer type and a plurality of regions associated with at least a second co-marketer type;

receiving a credential for a user, wherein the credential identifies the user as the first co-marketer type;

receiving an identification associated with an identified data set from a plurality of data sets;

populating the plurality of regions of the template associated with at least the first co-marketer type with data items from the identified data set;

storing the template with populated regions as a co-marketed document;

determining an amount of space of the co-marketed document populated with data items of the first co-marketer type;

calculating a percentage of total space of the co-marketed document populated with data items of the first co-marketer type; and

transmitting a message to a device associated with a second co-marketer user indicating the percentage of total space of the co-marketed document populated with data items of the first co-marketer type.

16. The method of claim 15 , further comprising instructions to:

receiving a credential for a second user, wherein the credential for the second user identifies the second user as the second co-marketer type;

receiving a second identification associated with a second data set from a plurality of data sets;

populating the plurality of regions of the template associated with at least the second co-marketer type with data items from the second data set; and

storing the template with populated regions as the co-marketed document.

17. The method of claim 15 , further comprising instructions to:

automatically populating a region of the template with a data item from the data set, wherein the region is designated for a membership of the first co-marketer type and wherein the data item is representation for the membership of the first co-marketer type.

Assignments (4)
RELEASE OF SECURITY INTEREST Recorded Oct 7, 2025
From: BANK OF MONTREAL
To: TOTAL EXPERT, INC.
Reel/Frame 072495/0722 →
SECURITY INTEREST Recorded Sep 29, 2025
From: TOTAL EXPERT, INC.
To: TRIPLEPOINT CAPITAL LLC, AS COLLATERAL AGENT
Reel/Frame 072413/0991 →
SECURITY INTEREST Recorded Jul 26, 2022
From: TOTAL EXPERT, INC.
To: BANK OF MONTREAL
Reel/Frame 060627/0107 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 10, 2019
From: WELU, JOSEPH
To: TOTAL EXPERT LLC
Reel/Frame 050330/0939 →
Continuity (2)
Continuation 15654229 · Jul 19, 2017
Related Publication 20200074095A1 · Mar 5, 2020