IP Library › Granted Patent US 12,737,490
Granted Patent B2
US 12,737,490 · App. 18/945,948 · Granted Sep 15, 2026

Enhanced mechanisms for information exchange in an enterprise environment

Inventors: Pierre Demonsant (Paris, FR); Fabrice Ollivier (Paris, FR); Thibault Roche (Paris, FR)
Assignee: Planisware SAS
G06F21/6218H04L12/1822H04L63/08H04L63/102H04L67/131H04L67/34
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Quick Facts
Patent No.
US 12,737,490
App. No.
18/945,948
Granted
Sep 15, 2026
Kind
B2
Abstract

Systems and methods for the exchange of information between an enterprise client and a partner within an enterprise environment are provided. In this exchange of information, the client selects, via a user interface, a subset of client data, as well as one or more screen sets, to share with a partner. Once the partner has accepted, the system then sends an account creation request or account login request to the partner. Once the partner is authenticated in the system with an account, the system creates an information exchange session for the partner, and provides, on a display of the partner's device, a user interface that shows the subset of the client data and the screen sets. Access to the rest of the customer's enterprise environment is restricted.

Claims (36)

1 . A method, comprising:

maintaining an enterprise environment comprising a plurality of clients, wherein each client is associated with a set of client data;

sending an asynchronous client request, from a client at a client device, to a partner device of a partner associated with the client, the client request comprising a subset of the client data and one or more screen sets to be shared, the subset of the client data and the one or more screen sets being selected by the client in a client user interface, wherein the enterprise environment is configured to allow the client to have granular control over which data is sent in the client request;

creating an information exchange session for the partner, wherein the information exchange session occurs between a software-as-a-service (SAAS) environment for the partner device and a client portal for the client device; and

providing, on a display of the partner device, a partner user interface comprising the subset of the client data and the one or more screen sets, wherein the one or more screen sets are shared by first being converted into a data serialization format, wherein access to the enterprise environment by the partner is restricted to only the subset of the client data and the one or more screen sets, and wherein one or more pieces of client data are editable by the partner via the partner user interface.

2 . The method of claim 1 , wherein the one or more screen sets are shared by first being converted into JSON format and then being converted into a format for display on the partner device.

3 . The method of claim 1 , wherein updates to the information exchange session occur via datamodel synchronization between the SAAS environment and the client portal, wherein the SAAS environment itself does not store any client data.

4 . The method of claim 1 , wherein the data includes project, activity and task metadata, portions of screens, and screens with elements redacted or blurred.

5 . The method of claim 1 , further comprising:

receiving a partner update associated with the partner comprising one or more proposed edits to the subset of the client data; and

sending the partner update to the client device.

6 . The method of claim 5 , further comprising:

receiving a validation of at least a portion of the partner update; and

incorporating the validation of the at least a portion of the partner update into the subset of the client data.

7 . The method of claim 1 , wherein each of the one or more screen sets comprises one or more pieces of client data presented in a partner user interface screen, the partner user interface screen mirroring at least a portion of one or more user interface screens associated with the client user interface.

8 . The method of claim 1 , wherein the enterprise environment is implemented as a Software as a Service (SaaS) environment.

9 . The method of claim 1 , wherein asynchronous communication includes email, text message, or social media message.

10 . The method of claim 1 , wherein the client maintains its own database system and does not share access to the database system with the partner.

11 . The method of claim 1 , wherein at least a portion of the partner user interface is different than the client user interface.

12 . A system, comprising:

memory configured to maintain an enterprise environment comprising a plurality of clients, wherein each client is associated with a set of client data;

an interface configured to send an asynchronous client request, from a client at a client device, to a partner device of a partner associated with the client, the client request comprising a subset of the client data and one or more screen sets to be shared, the subset of the client data and the one or more screen sets being selected by the client in a client user interface, wherein the enterprise environment is configured to allow the client to have granular control over which data is sent in the client request;

a processor configured to create an information exchange session for the partner, wherein the information exchange session occurs between a software-as-a-service (SAAS) environment for the partner device and a client portal for the client device; and

wherein a partner user interface comprising the subset of the client data and the one or more screen sets is provided on a display of the partner device, wherein the one or more screen sets are shared by first being converted into a data serialization format, wherein access to the enterprise environment by the partner is restricted to only the subset of the client data and the one or more screen sets, and wherein one or more pieces of client data are editable by the partner via the partner user interface.

13 . The system of claim 12 , wherein the one or more screen sets are shared by first being converted into JSON format and then being converted into a format for display on the partner device.

14 . The system of claim 12 , wherein updates to the information exchange session occur via datamodel synchronization between the SAAS environment and the client portal, wherein the SAAS environment itself does not store any client data.

15 . The system of claim 12 , wherein the data includes project, activity and task metadata, portions of screens, and screens with elements redacted or blurred.

16 . The system of claim 12 , further comprising:

receiving a partner update associated with the partner comprising one or more proposed edits to the subset of the client data; and

sending the partner update to the client device.

17 . The system of claim 16 , further comprising:

receiving a validation of at least a portion of the partner update; and

incorporating the validation of the at least a portion of the partner update into the subset of the client data.

18 . The system of claim 12 , wherein each of the one or more screen sets comprises one or more pieces of client data presented in a partner user interface screen, the partner user interface screen mirroring at least a portion of one or more user interface screens associated with the client user interface.

19 . The system of claim 12 , wherein the enterprise environment is implemented as a Software as a Service (SaaS) environment.

20 . The system of claim 12 , wherein asynchronous communication includes email, text message, or social media message.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 13, 2024
From: DEMONSANT, PIERRE; OLLIVIER, FABRICE; ROCHE, THIBAULT
To: PLANISWARE SAS
Reel/Frame 069252/0893 →
Continuity (4)
Continuation 18297791 · Apr 10, 2023
Continuation 16414730 · May 16, 2019
Provisional Application 62672536 · May 16, 2018
Related Publication 20250068761A1 · Feb 27, 2025
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