US2008263473A1PendingUtilityA1

Company and contact information system and method

39
Assignee: BECKER CARLPriority: Sep 27, 2005Filed: Sep 27, 2006Published: Oct 23, 2008
Est. expirySep 27, 2025(expired)· nominal 20-yr term from priority
G06F 16/954G06Q 10/10G06Q 30/0201
39
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Claims

Abstract

A user interface for providing information regarding a subject company to a user. The user interface may comprise a company tile, which may have an indicator of the subject company. A state of the company tile, such as, for example, its color, may indicate a property of the subject company. The user interface may also comprise a financial information module displaying financial information regarding the subject company, and a subject individual module displaying information regarding a subject individual related to the subject company. According to various embodiments, the user interface may also include a navigation toolbar including a second company tile comprising an indicator of a second company. Selecting the second company tile may cause the second company to become a new subject company.

Claims

exact text as granted — not AI-modified
1 . A user interface for providing information regarding a subject company to a user, the user interface comprising:
 a company tile comprising an indicator of the subject company, wherein a state of the company tile indicates a property of the subject company;   a financial information module displaying financial information regarding the subject company;   a subject individual module displaying information regarding a subject individual related to the subject company; and   a navigation toolbar including a second company tile comprising an indicator of a second company, wherein selecting the second company tile causes the second company to become a new subject company.   
   
   
       2 . The user interface of  claim 1 , wherein the second company is related to the subject company. 
   
   
       3 . The user interface of  claim 2 , wherein the second company is at least one of the group consisting of, a subsidiary of the subject company, a parent of the subject company, a strategic partner of the subject company, and a competitor of the subject company. 
   
   
       4 . The user interface of  claim 1 , wherein the second company is a previous subject company of the user interface. 
   
   
       5 . The user interface of  claim 1 , wherein the second company tile indicates a property of the second company. 
   
   
       6 . The user interface of  claim 1 , wherein the property of the subject company comprises at least one property selected from the group consisting of a share price, a change in share price, a status of an earnings report for the subject company, a status of a research report regarding the subject company, and a status of a news story regarding the subject company. 
   
   
       7 . The user interface of  claim 1 , further comprising a calendar module including information regarding meetings with at least one of the subject individual and another individual related to the subject company. 
   
   
       8 . The user interface of  claim 1 , wherein the subject individual is at least one of the group consisting of an employee of the subject company, a representative of the subject company, and an analyst who reports on the subject company. 
   
   
       9 . The user interface of  claim 1 , further comprising a subject individual navigation module comprising a plurality of names, wherein each name indicates an individual related to the subject company, and wherein selecting one of the names causes the individual indicated by the name to become a new subject individual. 
   
   
       10 . The user interface of  claim 1 , further comprising an analyst rating module, wherein the analyst rating module provides a rating of the subject company. 
   
   
       11 . The user interface of  claim 1 , further comprising a deal track module, wherein the deal track module provides information regarding pending deals of the subject company. 
   
   
       12 . The user interface of  claim 11 , wherein the information regarding pending deals comprises at least one of the group consisting of a deal description or name, a product phase, a size, and a probability of completion. 
   
   
       13 . The user interface of  claim 1 , further comprising a relationship module, wherein the relationship module graphically displays a relationship between the subject individual and a second individual related to the subject company. 
   
   
       14 . The user interface of  claim 1 , further comprising a second window, the second window comprising a plurality of company tiles, each of the plurality of company tiles comprising an indicator of a corresponding company, wherein selecting one of the plurality of company tiles causes the corresponding company to become a second new subject company. 
   
   
       15 . The user interface of  claim 1 , further comprising at least one alert window, wherein the alert window is configured to display when a predetermined set of conditions are met. 
   
   
       16 . The user interface of  claim 15 , wherein the alert window is configured to display on top of at least one module of the user interface. 
   
   
       17 . A method of providing information regarding a subject company to a user, the method comprising:
 providing a company tile to the user, the company tile comprising an indicator of the subject company, wherein a state of the company tile indicates a property of the subject company;   providing a financial information module to the user, wherein the financial information module displays financial information regarding the subject company;   providing a subject individual module to the user, the subject individual module displaying information regarding a subject individual related to the subject company; and   providing a navigation toolbar to the user, the navigation toolbar including a second company tile comprising an indicator of a second company, wherein selecting the second company tile causes the second company to become a new subject company.

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