Computer-Guided Corporate Relationship Management

Abstract

A system is disclosed for organizing, managing, and reporting data relating to a corporate entity, comprising: at least one database configured to store: a first entity record representing a first legal entity; a second entity record representing a second legal entity in a relationship with the first legal entity; a source team associated with the second legal entity and further comprising team members; and a reference to a team stakeholder associated with the first entity record, the team stakeholder further comprising a reference back to the team members of the source team and access rights for the team members within the context of the first entity, thereby enabling team members associated with the second legal entity to be represented in the context of the first legal entity. The represented stakeholder may further comprise a signature, byline, title, and name.

1 . A system for organizing, managing, and reporting data relating to a corporate entity, comprising:
 at least one database configured to store:   a first entity record representing a first legal entity;   a second entity record representing a second legal entity in a relationship with the first legal entity;   a source team associated with the second legal entity and further comprising team members; and   a reference to a team stakeholder associated with the first entity record, the team stakeholder further comprising a reference back to the team members of the source team and access rights for the team members within the context of the first entity, 
 thereby enabling team members associated with the second legal entity to be represented in the context of the first legal entity. 
     
     
         2 . The method of  claim 1 , the represented stakeholder further comprising a signature, byline, title and name. 
     
     
         3 . A system for representing relationships between corporate entities, comprising:
 a first entity record, further comprising a relationship team of members; and   a second entity record, further comprising a relationship object referring to the relationship team of members from the first entity record, the relationship object further comprising access privileges to stored procedures to be performed on behalf of the second entity record.   
     
     
         4 . The system of  claim 3 , wherein the relationship object refers uni-directionally to the relationship team from the first entity record. 
     
     
         5 . The system of  claim 3 , wherein the first entity record is stored within the second entity record and its relationship team of members contain multiple roles for a single user, thereby enabling the single user to sign documents in a representative capacity. 
     
     
         6 . A system for performing business actions in a database system, comprising:
 at least one database configured to store an entity record, a document record, and a stakeholder record,   the entity record for a first entity enabled to relate itself to a second entity record for a second entity by referring to a relationship team, and by setting access privileges for members of the relationship team so that the members of the relationship team of the second entity may perform actions on behalf of the first entity, and   a business logic module configured to provide creation of document records with document signing, and configured to create documents with a byline for electronic signature by the members,   thereby enabling document signing on behalf of a corporate entity or a represented corporate entity.   
     
     
         7 . A system for performing business actions in a database system, comprising:
 at least one database configured to store an entity record, a document record, and a stakeholder record,   the entity record for a first entity enabled to relate itself to a second entity record for a second entity by referring to a relationship team, and by setting access privileges for members of the relationship team so that the members of the relationship team of the second entity may perform actions on behalf of the first entity,   the access privileges stored as a hierarchical tree of roles and associated with individual members of the relationship team; and   a security module for granting access to users, the security module configured to perform a set-based intersection of roles assigned to the user and roles delegated to the second entity record by the first entity.   
     
     
         8 . A system for organizing, managing, and reporting data relating to a corporate entity, comprising:
 at least one database configured to store an entity record, a document record, and a stakeholder record,   the entity record representing a legal entity,   the document record relating to a corporate action of the legal entity and further comprising a core record, the core record further comprising a provenance of the value reflecting a chain of documents that together reflect a canonical state of the corporate entity and a history of states of the corporate entity for allowing the business logic module to assess validity of the value at a given time by evaluating where the value was originated,   the stakeholder record comprising one of a represented stakeholder record for representing a single system user and a team stakeholder record for representing multiple system users,   the team stakeholder record further identifying access rights for each system user represented in the team; and   a business logic module, coupled to the at least one database and configured to create the stakeholder with the role and to bind the stakeholder to the entity record,   the business logic module thereby enabling the system to determine whether a given stakeholder has a particular role represented in the entity record for the legal entity.   
     
     
         9 . A system for organizing, managing, and reporting data relating to corporate entities in relationship with each other, comprising:
 at least one database configured to store a relationship source entity record and a relationship target entity record, each of the entity records representing legal entities, 
 the relationship source entity configured to reference a team stakeholder record, the team stakeholder record further comprising a list of team members and access rights for each team member in the list of team members with the access rights organized in a hierarchical structure and labeled with a name, 
 the relationship target entity configured to have a list of access rights; and 
   a business logic module, coupled to the at least one database and configured to match the access rights of a team member of the relationship source entity to the list of access rights of the relationship target entity using a text-based matching system,   the business logic module thereby enabling the system to determine whether a given legal entity has a relationship with another legal entity.   
     
     
         10 . The system of  claim 9 , wherein the text-based matching system enables all access rights further down in the hierarchy to be matched when a parent access right in the hierarchy is matched.