System and method for facilitating transactions between two or more parties

DC CAFC

US 8,271,393 B2
Filed: 11/01/2011
Issued: 09/18/2012
Est. Priority Date: 04/02/2002
Status: Expired due to Term

- Alert
- Pin

Associated Cases

Associated Defendants

First Claim

Patent Images

1. A method for facilitating a transaction between two or more parties comprising the steps of:

receiving one or more electronic documents and an identity validation at a server computer via a network from a client communications device of a first party to the transactionwherein (a) the client communications device comprises a computer, a workstation, a personal data assistant, an Internet-enabled phone or a wireless communications device, (b) all of the one or more electronic documents are locked against future changes, and (c) the identity validation of the first party indicates that the first party has agreed to the one or more electronic documents;

receiving registration information at the server computer via the network from the client communications device of a second party to the transaction wherein the registration information comprises the identity validation of the second party;

assigning the transaction to an account on the server computer that is accessible via the network;

posting the received electronic documents to the account on the server computer such that the client communications device of the second party can access the posted electronic documents via the network;

providing the second party with access to the received electronic documents; and

whenever an acceptance of any of the one or more electronic documents is received by the server computer from the client communications device of the second party, attaching the identity validation from the first party and the second party to the accepted one or more electronic documents.

View all claims

2 Assignments

Timeline View

Assignment View

Litigations

0 Petitions

Accused Products

Abstract

The present invention provides a system and method for facilitating a transaction between two or more parties. One or more electronic documents are received at a server computer from a client communications device of a first party to the transaction. All of the one or more electronic documents are locked against future changes. The identity validation of the first party indicates that the first party has agreed to the one or more electronic documents. Registration information is received from the client communications device of a second party to the transaction. The registration information includes the identity validation of the second party. The second party is provided with access to the received electronic documents. Whenever an acceptance of the electronic documents is received from the client communications devices of the second party, the identity validation from the first party and the second party to the agreed to electronic document.

105 Citations

View as Search Results

72 Claims

1. A method for facilitating a transaction between two or more parties comprising the steps of:
- receiving one or more electronic documents and an identity validation at a server computer via a network from a client communications device of a first party to the transactionwherein (a) the client communications device comprises a computer, a workstation, a personal data assistant, an Internet-enabled phone or a wireless communications device, (b) all of the one or more electronic documents are locked against future changes, and (c) the identity validation of the first party indicates that the first party has agreed to the one or more electronic documents;
  
  receiving registration information at the server computer via the network from the client communications device of a second party to the transaction wherein the registration information comprises the identity validation of the second party;
  
  assigning the transaction to an account on the server computer that is accessible via the network;
  
  posting the received electronic documents to the account on the server computer such that the client communications device of the second party can access the posted electronic documents via the network;
  
  providing the second party with access to the received electronic documents; and
  
  whenever an acceptance of any of the one or more electronic documents is received by the server computer from the client communications device of the second party, attaching the identity validation from the first party and the second party to the accepted one or more electronic documents.
- View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
- - 2. The method as recited in claim 1, wherein the identity validation comprises an electronic signature.
  - 3. The method as recited in claim 1, wherein the identity validation information of the second party comprises a user name for the second party, a password for the second party and an electronic signature for the second party.
  - 4. The method as recited in claim 1,wherein the account comprises a secured account andthe second party is provided with a login information for the secured account.
  - 5. The method as recited in claim 1, further comprising the step of providing the accepted one or more electronic documents to each party.
  - 6. The method as recited in claim 1, wherein the transaction involves goods or services.
  - 7. The method as recited in claim 1, wherein the transaction involves intellectual property comprising copyrightable material, ideas, patents, patent applications, trademarks, licenses or technology.
  - 8. The method as recited in claim 1, wherein the one or more electronic documents are selected by the first party from a list of standard agreements made available to the first party.
  - 9. The method as recited in claim 1, wherein the one or more electronic documents are stored in a user profile assigned to the first party.
  - 10. The method as recited in claim 1, further comprising the step of providing a dialog session that is:
    - (a) public to all the parties for recording comments relating to the one or more electronic documents, or (b) private between at least two of the parties for recording comments to the one or more electronic documents.
  - 11. The method as recited in claim 1, wherein the transaction involves a business opportunity in which the first party and the second party desire to enter into a binding relationship.

12. A method for facilitating a transaction between two or more parties comprising the steps of:
- receiving one or more electronic documents and an identity validation at a server computer via a network from a client communications device of a first party to the transactionwherein (a) the client communications device comprises a computer, a workstation, a personal data assistant, an Internet-enabled phone or a wireless communications device, (b) one or more portions of the one or more electronic documents can be changed, chosen, modified or substituted as determined by the first party, (c) the remaining portions of the one or more electronic documents are locked against future changes, and (d) the identity validation of the first party indicates that the first party has agreed to the one or more electronic documents including the first party determined changes, choices, modifications or substitutions;
  
  receiving registration information at the server computer via the network from the client communications device of a second party to the transaction wherein the registration information comprises the identity validation of the second party;
  
  assigning the transaction to an account on the server computer that is accessible via the network;
  
  posting the received electronic documents to the account on the server computer such that the client communications device of the second party can access the posted electronic documents via the network;
  
  providing the second party with access to the received electronic documents;
  
  tracking one or more changes, choices, modifications, substitutions or combinations thereof to the one or more electronic documents made by the second party; and
  
  whenever an acceptance of any of the one or more electronic documents including any of the one or more changes, choices, modification, substitutions or combinations thereof is received by the server computer from the client communications device of the second party, attaching the identity validation from the first party and the second party to the accepted one or more electronic documents.
- View Dependent Claims (13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24)
- - 13. The method as recited in claim 12, wherein the identity validation comprises an electronic signature.
  - 14. The method as recited in claim 13,wherein the account comprises a secured account andthe second party is provided with a login information for the secured account.
  - 15. The method as recited in claim 12, wherein the identity validation information of the second party comprises a user name for the second party, a password for the second party and an electronic signature for the second party.
  - 16. The method as recited in claim 12, further comprising the step of providing the accepted one or more electronic documents to each party.
  - 17. The method as recited in claim 12, wherein the transaction involves goods or services.
  - 18. The method as recited in claim 12, wherein the transaction involves intellectual property comprising copyrightable material, ideas, patents, patent applications, trademarks, licenses or technology.
  - 19. The method as recited in claim 12, wherein the one or more electronic documents are selected by the first party from a list of standard agreements made available to the first party.
  - 20. The method as recited in claim 12, wherein the one or more electronic documents are stored in a user profile assigned to the first party.
  - 21. The method as recited in claim 12, further comprising the step of providing a dialog session that is:
    - (a) public to all the parties for recording comments relating to the one or more electronic documents, or (b) private between at least two of the parties for recording comments to the one or more electronic documents.
  - 22. The method as recited in claim 12, wherein the step of tracking one or more changes, choices, modifications, substitutions or combinations thereof to the one or more electronic documents made by the second party comprises:
    - receiving one or more commands relating to a portion of the electronic documents from the second party,wherein the one or more commands include an acceptance of the portion of the one or more electronic documents, a change of the portion of the one or more electronic documents by the second party, a choice of the portion of the one or more electronic documents accepted by the second party, a modification of the portion of the one or more electronic documents by the second party, or a substitution of the portion of the one or more electronic documents by the second party; and
      
      displaying the acceptances, the changes, the choices, the modifications, the substitutions or the combinations thereof in a different visual format.
  - 23. The method as recited in claim 12, wherein the first party determined changes, choices, modifications or substitutions comprise one or more opt in or opt out provisions.
  - 24. The method as recited in claim 12, wherein the transaction involves a business opportunity in which the first party and the second party desire to enter into a binding relationship.

25. A non-transitory computer readable medium encoded with a computer program for facilitating a transaction between two or more parties comprising:
- a code segment for receiving one or more electronic documents and an identity validation at a server computer via a network from a client communications device of a first party to the transactionwherein (a) the client communications device comprises a computer, a workstation, a personal data assistant, an Internet-enabled phone or a wireless communications device, (b) all of the one or more electronic documents are locked against future changes, and (c) the identity validation of the first party indicates that the first party has agreed to the one or more electronic documents;
  
  a code segment for receiving registration information at the server computer via the network from the client communications device of a second party to the transaction wherein the registration information comprises the identity validation of the second party;
  
  a code segment for assigning the transaction to an account on the server computer that is accessible via the network;
  
  a code segment for posting the received electronic documents to the account on the server computer such that the client communications device of the second party can access the posted electronic documents via the network;
  
  a code segment for providing the second party with access to the received electronic documents; and
  
  a code segment for whenever an acceptance of any of the one or more electronic documents is received by the server computer from the client communications device of the second party, attaching the identity validation from the first party and the second party to the accepted one or more electronic documents.
- View Dependent Claims (26, 27, 28, 29, 30, 31, 32, 33, 34, 35)
- - 26. The non-transitory computer program as recited in claim 25, wherein the identity validation comprises an electronic signature.
  - 27. The non-transitory computer program as recited in claim 25, wherein the identity validation information of the second party comprises a user name for the second party, a password for the second party and an electronic signature for the second party.
  - 28. The non-transitory computer program as recited in claim 25,wherein the account comprises a secured account andthe second party is provided with a login information for the secured account.
  - 29. The non-transitory computer program as recited in claim 25, further comprising a code segment for providing the accepted one or more electronic documents to each party.
  - 30. The non-transitory computer program as recited in claim 25, wherein the transaction involves goods or services.
  - 31. The non-transitory computer program as recited in claim 25, wherein the transaction involves intellectual property comprising copyrightable material, ideas, patents, patent applications, trademarks, licenses or technology.
  - 32. The non-transitory computer program as recited in claim 25, wherein the one or more electronic documents are selected by the first party from a list of standard agreements made available to the first party.
  - 33. The non-transitory computer program as recited in claim 25, wherein the one or more electronic documents are stored in a user profile assigned to the first party.
  - 34. The non-transitory computer program as recited in claim 25, further comprising a code segment for providing a dialog session that is:
    - (a) public to all the parties for recording comments relating to the one or more electronic documents, or (b) private between at least two of the parties for recording comments to the one or more electronic documents.
  - 35. The non-transitory computer program as recited in claim 25, wherein the transaction involves a business opportunity in which the first party and the second party desire to enter into a binding relationship.

36. A non-transitory computer readable medium encoded with a computer program for facilitating a transaction between two or more parties comprising:
- a code segment for receiving one or more electronic documents and an identity validation at a server computer via a network from a client communications device of a first party to the transactionwherein (a) the client communications device comprises a computer, a workstation, a personal data assistant, an Internet-enabled phone or a wireless communications device, (b) one or more portions of the one or more electronic documents can be changed, chosen, modified or substituted as determined by the first party, (c) the remaining portions of the one or more electronic documents are locked against future changes, and (d) the identity validation of the first party indicates that the first party has agreed to the one or more electronic documents including the first party determined changes, modifications or substitutions;
  
  a code segment for receiving registration information at the server computer via the network from the client communications device of a second party to the transaction wherein the registration information comprises the identity validation of the second party;
  
  a code segment for assigning the transaction to an account on the server computer that is accessible via the network; and
  
  a code segment for posting the received electronic documents to the account on the server computer such that the client communications device of the second party can access the posted electronic documents via the network;
  
  a code segment for providing the second party with access to the received electronic documents;
  
  a code segment for tracking one or more changes, choices, modifications, substitutions or combinations thereof to the one or more electronic documents made by the second party; and
  
  a code segment for whenever an acceptance of any of the one or more electronic documents including any of the one or more changes, choices, modification, substitutions or combinations thereof is received by the server computer from the client communications device of the second party, attaching the identity validation from the first party and the second party to the accepted one or more electronic documents.
- View Dependent Claims (37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48)
- - 37. The non-transitory computer program as recited in claim 36, wherein the identity validation comprises an electronic signature.
  - 38. The non-transitory computer program as recited in claim 36, wherein the identity validation information of the second party comprises a user name for the second party, a password for the second party and an electronic signature for the second party.
  - 39. The non-transitory computer program as recited in claim 36,wherein the account comprises a secured account andthe second party is provided with a login information for the secured account.
  - 40. The non-transitory computer program as recited in claim 36, further comprising a code segment for providing the accepted one or more electronic documents to each party.
  - 41. The non-transitory computer program as recited in claim 36, wherein the transaction involves goods or services.
  - 42. The non-transitory computer program as recited in claim 36, wherein the transaction involves intellectual property comprising copyrightable material, ideas, patents, patent applications, trademarks, licenses or technology.
  - 43. The non-transitory computer program as recited in claim 36, wherein the one or more electronic documents are selected by the first party from a list of standard agreements made available to the first party.
  - 44. The non-transitory computer program as recited in claim 36, wherein the one or more electronic documents are stored in a user profile assigned to the first party.
  - 45. The non-transitory computer program as recited in claim 36, further comprising a code segment for providing a dialog session that is:
    - (a) public to all the parties for recording comments relating to the one or more electronic documents, or (b) private between at least two of the parties for recording comments to the one or more electronic documents.
  - 46. The non-transitory computer program as recited in claim 36, wherein the code segment for tracking the one or more changes, choices, modifications, substitutions or combinations thereof to the one or more electronic documents made by the second party comprises:
    - a code segment for receiving one or more commands relating to a portion of the one or more electronic documents from the second party,wherein the one or more commands include an acceptance of the portion of the one or more electronic documents, a change of the portion of the one or more electronic documents by the second party, a choice of the portion of the one or more electronic documents by the second party, a modification of the portion of the one or more electronic documents by the second party, or substitution of the portion of the one or more electronic documents by the second party; and
      
      a code segment for displaying the acceptances, the rejections, the modifications, the substitutions or the combinations thereof in a different visual format.
  - 47. The non-transitory computer program as recited in claim 36, wherein the first party determined changes, choices, modifications or substitutions comprise one or more opt in or opt out provisions.
  - 48. The non-transitory computer program as recited in claim 36, wherein the transaction involves a business opportunity in which the first party and the second party desire to enter into a binding relationship.

49. A system for facilitating a transaction between two or more parties comprising:
- a network interface;
  
  one or more data storage devices;
  
  one or more processors communicably coupled to the network interface and the data storage devices; and
  
  a non-transitory computer readable medium encoded with a computer program communicably coupled to the processors to(a) receive one or more electronic documents and an identity validation via the network interface from a client communications device of a first party to the transactionwherein (i) the client communications device comprises a computer, a workstation, a personal data assistant, an Internet-enabled phone or a wireless communications device, (ii) all of the one or more electronic documents are locked against future changes, and (iii) the identity validation of the first party indicates that the first party has agreed to the one or more electronic documents,(b) receive registration information at the server computer via the network from the client communications device of a second party to the transaction wherein the registration information comprises the identity validation of the second party,(c) assign the transaction to an account on the server computer that is accessible via the network,(d) post the received electronic documents to the account on the server computer such that the client communications device of the second party can access the posted electronic documents via the network;
  
  (e) provide the second party with access to the received electronic documents, and(f) whenever an acceptance of any of the one or more electronic documents is received by the server computer from the client communications device of the second party, attaching the identity validation from the first party and the second party to the accepted one or more electronic documents.
- View Dependent Claims (50, 51, 52, 53, 54, 55, 56, 57, 58, 59)
- - 50. The system as recited in claim 49, wherein the identity validation comprises an electronic signature.
  - 51. The system as recited in claim 49, wherein the identity validation information of the second party comprises a user name for the second party, a password for the second party and an electronic signature for the second party.
  - 52. The system as recited in claim 49, whereinthe account comprises a secured account andthe second party is provided with a login information for the secured account.
  - 53. The system as recited in claim 49, wherein the processors further provide the accepted one or more electronic documents to each party.
  - 54. The system as recited in claim 49, wherein the transaction involves goods or services.
  - 55. The system as recited in claim 49, wherein the transaction involves intellectual property comprising copyrightable material, ideas, patents, patent applications, trademarks, licenses or technology.
  - 56. The system as recited in claim 49, wherein the one or more electronic documents are selected by the first party from a list of standard agreements made available to the first party.
  - 57. The system as recited in claim 49, wherein the one or more electronic documents are stored in a user profile assigned to the first party.
  - 58. The system as recited in claim 49, wherein the processors further provide a dialog session that is:
    - (a) public to all the parties for recording comments relating to the one or more electronic documents, or (b) private between at least two of the parties for recording comments to the one or more electronic documents.
  - 59. The system as recited in claim 49, wherein the transaction involves a business opportunity in which the first party and the second party desire to enter into a binding relationship.

60. A system for facilitating a transaction between two or more parties comprising:
- a network interface;
  
  one or more data storage devices;
  
  one or more processors communicably coupled to the network interface and the data storage devices; and
  
  a non-transitory computer readable medium encoded with a computer program communicably coupled to the processors to(a) receive one or more electronic documents and an identity validation via the network interface from a client communications device of a first party to the transactionwherein (i) the client communications device comprises a computer, a workstation, a personal data assistant, an Internet-enabled phone or a wireless communications device, (ii) one or more portions of the one or more electronic documents can be changed, chosen, modified or substituted as determined by the first party, (iii) the remaining portions of the one or more electronic documents are locked against future changes, and (iv) the identity validation of the first party indicates that the first party has agreed to the one or more electronic documents including the first party determined changes, modifications or substitutions,(b) receive registration information at the server computer via the network from the client communications device of a second party to the transaction wherein the registration information comprises the identity validation of the second party,(c) assign the transaction to an account on the server computer that is accessible via the network,(d) posting the received electronic documents to the account on the server computer such that the client communications device of the second party can retrieve the posted electronic documents via the network;
  
  (e) provide the second party with access to the received electronic documents,(f) track one or more changes, choices, modifications, substitutions or combinations thereof to the one or more electronic documents made by the second party, and(g) whenever an acceptance of any of the one or more electronic documents is received by the server computer from the client communications device of the second party, attaching the identity validation from the first party and the second party to the accepted one or more electronic documents.
- View Dependent Claims (61, 62, 63, 64, 65, 66, 67, 68, 69, 70, 71, 72)
- - 61. The system as recited in claim 60, wherein the identity validation comprises an electronic signature.
  - 62. The system as recited in claim 60, wherein the identity validation information of the second party comprises a user name for the second party, a password for the second party and an electronic signature for the second party.
  - 63. The system as recited in claim 60, whereinthe account comprises a secured account andthe second party is provided with a login information for the secured account.
  - 64. The system as recited in claim 60, wherein the processors further provide the accepted one or more electronic documents to each party.
  - 65. The system as recited in claim 60, wherein the transaction involves goods or services.
  - 66. The system as recited in claim 60, wherein the transaction involves intellectual property comprising copyrightable material, ideas, patents, patent applications, trademarks, licenses or technology.
  - 67. The system as recited in claim 60, wherein the one or more electronic documents are selected by the first party from a list of standard agreements made available to the first party.
  - 68. The system as recited in claim 60, wherein the one or more electronic documents are stored in a user profile assigned to the first party.
  - 69. The system as recited in claim 60, wherein the processors further provide a dialog session that is:
    - (a) public to all the parties for recording comments relating to the one or more electronic documents, or (b) private between at least two of the parties for recording comments to the one or more electronic documents.
  - 70. The system as recited in claim 60, wherein tracking the one or more changes, choices, modifications, substitutions or combinations thereof to the one or more electronic documents made by the second party comprises:
    - receiving one or more commands relating to a portion of the one or more electronic documents from the second party,wherein the one or more commands include an acceptance of the portion of the one or more electronic documents, a change of the portion of the one or more electronic documents by the second party, a modification of the portion of the one or more electronic documents by the second party, or a substitution of the portion of the one or more electronic documents by the second party; and
      
      displaying the acceptances, the rejections, the modifications, the substitutions or the combinations thereof in a different visual format.
  - 71. The system as recited in claim 60, wherein the first party determined changes, modifications or substitutions comprise one or more opt in or opt out provisions.
  - 72. The system as recited in claim 60, wherein the transaction involves a business opportunity in which the first party and the second party desire to enter into a binding relationship.

Specification

Resources

Litigation Campaign Assessment

Litigation Data

Current Assignee
Collaborative Agreements, LLC
Original Assignee
Collaborative Agreements, LLC
Inventors
Twining, Ronald Fremont, Hallard, John Christopher
Primary Examiner(s)
Reagan, James A
Assistant Examiner(s)
CHEUNG, Calvin

Application Number

US13/287,014
Publication Number

US 20120054066A1
Time in Patent Office

322 Days
Field of Search

705/14.23, 705/64, 705/75
US Class Current

705/64
CPC Class Codes

G06F 16/93   Document management systems

G06F 21/10   Protecting distributed prog...

G06F 21/105   Arrangements for software l...

G06F 21/125   by manipulating the program...

G06F 21/445   by mutual authentication, e...

G06F 21/64   Protecting data integrity, ...

G06F 2221/2115   Third party

G06F 3/0482   Interaction with lists of s...

G06F 40/174   Form filling; Merging

G06Q 10/00   Administration; Management

G06Q 20/02   involving a neutral party, ...

G06Q 20/0855   involving a third party

G06Q 20/10   specially adapted for elect...

G06Q 20/3674   involving authentication

G06Q 20/382   insuring higher security of...

G06Q 20/3825   Use of electronic signatures

G06Q 20/4014   Identity check for transact...

G06Q 2220/18   Licensing

G06Q 30/06   Buying, selling or leasing ...

G06Q 30/0607   Regulated

G06Q 30/08 : Auctions

G06Q 50/18 : Legal services

G06Q 50/184 : Intellectual property manag...

G06Q 50/188 : Electronic negotiation

H04L 2209/56 : Financial cryptography, e.g...

H04L 63/0421 : Anonymous communication, i....

H04L 63/0815 : providing single-sign-on or...

H04L 63/083 : using passwords cryptograph...

H04L 63/126 : the source of the received ...

H04L 9/321 : involving a third party or ...

H04L 9/3247 : involving digital signatures

View All

System and method for facilitating transactions between two or more parties

First Claim

2 Assignments

Litigations

0 Petitions

Accused Products

Abstract

105 Citations

72 Claims

Specification

Use Cases

Quick Links

Others

System and method for facilitating transactions between two or more parties

First Claim

2 Assignments

Subscription Required

Subscription Required

Litigations

0 Petitions

Subscription Required

Accused Products

Subscription Required

Abstract

105 Citations

72 Claims

Specification

Subscription Required

Use Cases

Quick Links

Others