IP Library › Granted Patent US 12,282,570
Granted Patent B1
US 12,282,570 · App. 17/685,065 · Granted Apr 22, 2025

Systems and methods for sharing vendor information across entities in the workplace

Inventors: David M. Jones, Jr. (San Antonio, TX); Robert Lee Black (San Antonio, TX); Timothy Blair Chalmers (San Antonio, TX); Gideon Bowie Luck (Wylie, TX); Sumita T. Jonak (San Antonio, TX); Ana Rosa Maldonado (San Antonio, TX); Oscar Roberto Tijerina (San Antonio, TX)
Assignee: United Services Automobile Association (USAA)
G06F21/6209
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Quick Facts
Patent No.
US 12,282,570
App. No.
17/685,065
Filed
Mar 2, 2022
Granted
Apr 22, 2025
Kind
B1
Art Unit
2431
USPC
726/27
Abstract

The current embodiments include systems and techniques for sharing information between vendors where the information is siloed due organizational constraints. Vendors that provide services for one entity of an organization may be unknown to another entity within the same organization. The systems and techniques provided herein facilitate sharing of this information of the vendor across various entities in the organization.

Claims (48)

1. A processor-implemented method, comprising:

receiving a user request to access an electronic document;

determining that the electronic document includes confidential information displayable to a user but that should not be copied by the user, saved by the user, or both; and

providing and displaying, via a computer, a graphical user interface (GUI) comprising a rendering of the electronic document, the GUI comprising mitigation features that cause a display of the confidential information while reducing an ability to copy the electronic document, save the electronic document, or both, by:

monitoring, via a communication network, usage of a mobile device of the user to detect whether the user has used the mobile device to take a picture of the electronic document displayed via the computer, wherein the mobile device is restricted from accessing to the electronic document;

upon detection that the user has used the mobile device to take a picture of the electronic document displayed via the computer:

accessing pictures stored on the mobile device;

determining which of the pictures include an image of the electronic document;

deleting the pictures that include the image of the electronic document;

monitoring usage of a keyboard to detect whether the user has saved a screen shot of the electronic document on the computer via the keyboard, wherein the keyboard is configured to enable screen capturing;

upon detection that the user has saved the screen shot of the electronic document on the computer via the keyboard, accessing and deleting the screen shot of the electronic document; and

upon detection that the user has used the mobile device to take the picture of the electronic document displayed via the computer or upon detection that the user has saved the screen shot of the electronic document on the computer via the keyboard:

disabling view of a portion of the electronic document that is not selected by the user; and

enabling view of a selected subset of the electronic document that is selected by the user.

2. The processor-implemented method of claim 1 , comprising:

detecting that the user is attempting to capture the screen shot of the electronic document; and

disabling the user's attempt to capture the screen shot.

3. The processor-implemented method of claim 2 , wherein the detecting that the user is attempting to capture the screen shot comprises:

monitoring the keyboard for a keyboard shortcut, wherein the keyboard shortcut enables the screen shot to be captured or initiating or executing a screen capture application.

4. The processor-implemented method of claim 1 , wherein the mitigation features comprise:

blurring, concealing, or otherwise obstructing a view of the electronic document.

5. The processor-implemented method of claim 1 , wherein the selected subset of the electronic document is selected by dynamically hovering over the selected subset of the electronic document.

6. The processor-implemented method of claim 1 , wherein the selected subset comprises a limited number of characters that can be displayed relative to a total number of characters in the electronic document.

7. The processor-implemented method of claim 6 , wherein the limited number of characters is less than 5% of the total number of characters in the electronic document, and wherein the limited number of characters can be accessed for a limited time period.

8. A tangible, non-transitory, computer-readable medium, comprising computer-readable instructions that, when executed by one or more processors of one or more computers, cause the one or more computers to:

receive a user request to access an electronic document;

determine that the electronic document includes confidential information displayable to a user but that should not be copied by the user, saved by the user, or both; and

provide and display a graphical user interface (GUI) comprising a rendering of the electronic document, the GUI comprising mitigation features that cause a display of the confidential information while reducing an ability to copy the electronic document, the electronic document, or both, by:

monitoring, via a communication network, usage of a mobile device of the user to detect whether the user has used the mobile device to take a picture of the electronic document displayed via the computer, wherein the mobile device is restricted from accessing to the electronic document;

upon detection that the user has used the mobile device to take a picture of the electronic document displayed via the computer:

accessing pictures stored on the mobile device;

determining which of the pictures include an image of the electronic document;

deleting the pictures that include the image of the electronic document;

monitoring usage of a keyboard to detect whether the user has saved a screen shot of the electronic document on the computer via the keyboard, wherein the keyboard is configured to enable screen capturing;

upon detection that the user has saved the screen shot of the electronic document on the computer via the keyboard, accessing and deleting the screen shot of the electronic document; and

upon detection that the user has used the mobile device to take the picture of the electronic document displayed via the computer or upon detection that the user has saved the screenshot of the electronic document on the computer via the keyboard:

disabling view of a portion of the electronic document that is not selected by the user; and

enabling view of a selected subset of the electronic document that is selected by the user.

9. The tangible, non-transitory, computer-readable medium of claim 8 , comprising computer-readable instructions, that, when executed by one or more processors of one or more computers, cause the one or more computers to:

detect that the user is attempting to capture the screen shot of the electronic document; and

disable the user's attempt to capture the screen shot.

10. The tangible, non-transitory, computer-readable medium of claim 9 , wherein the detecting that the user is attempting to capture the screen shot comprises:

monitoring the keyboard for a keyboard shortcut, wherein the keyboard shortcut enables the screen shot to be captured or initiating or executing a screen capture application.

11. The tangible, non-transitory, computer-readable medium of claim 8 , wherein the mitigation features comprise:

blurring, concealing, or otherwise obstructing a view of the electronic document.

12. The tangible, non-transitory, computer-readable medium of claim 8 , wherein the selected subset of the electronic document is selected by dynamically hovering over the selected subset of the electronic document.

13. The tangible, non-transitory, computer-readable medium of claim 8 , wherein the selected subset comprises a limited number of characters that can be displayed relative to a total number of characters in the electronic document.

14. The tangible, non-transitory, computer-readable medium of claim 13 , wherein the limited number of characters is less than 5% of the total number of characters in the electronic document, and wherein the limited number of characters can be accessed for a limited time period.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 21, 2025
From: UIPCO, LLC
To: UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
Reel/Frame 070589/0025 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 25, 2023
From: JONES, DAVID M., JR.; BLACK, ROBERT LEE; CHALMERS, TIMOTHY BLAIR; LUCK, GIDEON BOWIE; JONAK, SUMITA T.; MALDONADO, ANA ROSA; TIJERINA, OSCAR ROBERTO
To: UIPCO, LLC
Reel/Frame 062487/0459 →
Continuity (1)
Provisional Application 63157191 · Mar 5, 2021
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