System and method for enabling content providers in a financial ...

37
US 20030110106A1 (19) United States (12) Patent Application Publication (10) Pub. No.: US 2003/0110106 A1 Deshpande et al. (43) Pub. Date: Jun. 12, 2003 (54) (76) (21) (22) (51) SYSTEM AND METHOD FOR ENABLING CONTENT PROVIDERS IN A FINANCIAL SERVICES ORGANIZATION TO SELF-PUBLISH CONTENT Inventors: Sanjay Deshpande, Emerson, NJ (US); Meaghan C. Williams, Chatham, NJ (US); Kitty C. Chen, Manhasset, NY (US); Ajoy C. Banerjee, New York, NY (US) Correspondence Address: Leslie Gladstone Restanio, Esq. Brown Raysman Millstein Felder & Steiner LLP 4th Floor 55 Madison Avenue Morristown, NJ 07960 (US) Appl. No.: 10/008,269 Filed: Dec. 10, 2001 Publication Classi?cation Int. Cl.7 ................................................... .. G06F 17/60 (52) U.S. c1. ............................................... .. 705/35; 705/36 (57) ABSTRACT Content providers, such as research departments in a ?nan cial services organization that prepare research reports, can use a Content Management Application (CMA) to self publish content to a network. Users, such as internal users, e.g., ?nancial advisors, and external users, such as the organiZation’s clients, can access the content via the net Work. An administrator uses the CMA to de?ne a hierarchy of nodes, and to entitle speci?c content providers to upload content to speci?ed nodes. The content providers may entitle their content to certain platforms and user groups. The content providers can directly publish content to make it readily available, and thereby feature the latest research or other information. The content providers can update links on the display to link to neW or updated content. A Content Display Application (CDA) is used to display the appropri ate content to the entitled users. 130 / A MODE IIIERARCHY / CONTENT 140 ENTITILEMENTS 125 v / ADMINISTRATOR SERVER/ NETWORK <—-> DATABASE <———> -— 120 |——J CONTENT/ ENTITLEMENTS CONTENT CONTENT CONTENT PROVIDER PROYXIDER B PROVIDER N %__J 105 HO L_iJ 115

Transcript of System and method for enabling content providers in a financial ...

Page 1: System and method for enabling content providers in a financial ...

US 20030110106A1

(19) United States (12) Patent Application Publication (10) Pub. No.: US 2003/0110106 A1

Deshpande et al. (43) Pub. Date: Jun. 12, 2003

(54)

(76)

(21)

(22)

(51)

SYSTEM AND METHOD FOR ENABLING CONTENT PROVIDERS IN A FINANCIAL SERVICES ORGANIZATION TO SELF-PUBLISH CONTENT

Inventors: Sanjay Deshpande, Emerson, NJ (US); Meaghan C. Williams, Chatham, NJ (US); Kitty C. Chen, Manhasset, NY (US); Ajoy C. Banerjee, New York, NY (US)

Correspondence Address: Leslie Gladstone Restanio, Esq. Brown Raysman Millstein Felder & Steiner LLP 4th Floor 55 Madison Avenue Morristown, NJ 07960 (US)

Appl. No.: 10/008,269

Filed: Dec. 10, 2001

Publication Classi?cation

Int. Cl.7 ................................................... .. G06F 17/60

(52) U.S. c1. ............................................... .. 705/35; 705/36

(57) ABSTRACT

Content providers, such as research departments in a ?nan cial services organization that prepare research reports, can use a Content Management Application (CMA) to self publish content to a network. Users, such as internal users,

e.g., ?nancial advisors, and external users, such as the organiZation’s clients, can access the content via the net Work. An administrator uses the CMA to de?ne a hierarchy

of nodes, and to entitle speci?c content providers to upload content to speci?ed nodes. The content providers may entitle their content to certain platforms and user groups. The content providers can directly publish content to make it readily available, and thereby feature the latest research or other information. The content providers can update links on the display to link to neW or updated content. A Content Display Application (CDA) is used to display the appropri ate content to the entitled users.

130 /

A

MODE IIIERARCHY / CONTENT 140 ENTITILEMENTS

125

v /

ADMINISTRATOR SERVER/ NETWORK <—-> DATABASE

<———> -— 120

|——J CONTENT/ ENTITLEMENTS

CONTENT CONTENT CONTENT PROVIDER

PROYXIDER B PROVIDER N

%__J 105 HO

L_iJ 115

Page 2: System and method for enabling content providers in a financial ...
Page 3: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 2 0f 25 US 2003/0110106 A1

Fig. 2

CSC Managed INTERNET Network

w

Reallty Onlme

21 A‘

' New Jers 7». ¢ 1

Research Publishers

5 i

Page 4: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 3 0f 25 US 2003/0110106 A1

Fig. 3

“"8" l ' lsnapshm :‘J mama Symboi Lcokug

com - ?ance

Rastmied Llst

imp gygg Rgsgiged L53

y InvestmentTyne/Classes

Global Investmentstruteuy I “New as}: an 'Trad F “d”

Hichhghted Stocks Lrst Ugdaes mm? H. v r 91 u; QJR “ ~ , I Lk .

~ L, ( International addltlonallnformahon

.. mduslrv’secm Research ( \ I Qugkemr wgrld - guwngradgi go Hgld tram 5.1 11-“! 5Q 5'5?

, v n y »

(Maw/paces“); 4 £4 r n m“: pars v ’ 7 A" 'P c ‘ u 1' CS Gmug {Crews Sulsse smug) : pro?twamlng and

Pmhues . Cost Cutting

(Oct 10. 2OD1/paq9s : 3) , I Dlsglay A‘! lnternariohal kegnrté A

E 0 | n ‘ "t - a less Clalm us‘: ‘ \ "‘ N " ‘ ""

Egctory Orders Flat

(Oct 04, ZCIDllp-agas : 3) | i All r n rm f

Page 5: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 4 0f 25 US 2003/0110106 A1

Fig. 4

Ticker/Name: Svmbol Ln okug

and/0r Keyword: [ 1 Mclgg

and/OI‘ Author: I All Authors -or Choose from List ‘VI

Month Day Year

and/or Publish Dates: From: Llune [VI [ 16 IV] I 2000 TVI

To: I December l5 2000 m

Will search the last 6 months unless another time period is speci?ed. ’

and/0r Industry; I All Industries or Choose from List and/0r Country: L All Countries -or Choose from List and/01' Region: I All Regions -or Choose from List ['1

and/or subjec? { All Subjects —or Choose from List 17]

Page 6: System and method for enabling content providers in a financial ...
Page 7: System and method for enabling content providers in a financial ...
Page 8: System and method for enabling content providers in a financial ...
Page 9: System and method for enabling content providers in a financial ...
Page 10: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 9 0f 25 US 2003/0110106 A1

Fig. 6

Display All Economics Reports

1 E g CEP: Energy ‘Tax Cut‘ Looming: pages: 6 Economics By Dan Brennand , George Vasic

HE CEP: Energy Prices Taking Down Trade Slirglus: wypages: 6 : [Economics By Dan Brennand , George Vasic L 1 ~ g '

Se» 17, m1 _ mg Eco Trends: Fed Cuts SDbns. Maintains Easing Blas pages: 3

Economics By UB8 Warburg

E E ' Eco Trends: Imminent Fed Eesing Becoming“More“Lil<e_l\g_ pages} 3‘: ‘ ~ Economics By Samuel Ducof?n , Maury N;,Harris f‘Stzacv Nemeroff \ *1

Sen D7, 2001 Eco Trends: August F'awol! Emulovment Falls 113K. Unemnlm'ment

E 1:4 Rate Rlses to 4.9% pages: 3 Economics By UBS Warburg

Page 11: System and method for enabling content providers in a financial ...

Patent Application Publication

Administrator ‘

we Rec" 32 10K Index

Ht' File Hem Manaemem Uidities

Lia! manggar

taunt»:

Subhct

Coordinator

? emch

Publisher

"a lllua

S-xtlih

Jun. 12, 2003 Sheet 10 0f 25

Fig. 7

Node Type Custom Page

Status lStagmrg i‘

Parent Node 4 Custom Pages A K

~ SortOrder. [1U

Columns 4 n

Style

Hierachy Manageet Node Name ‘Custom Eungtlpn Page > ‘ V *k

*> ' Available Selected

Y Emi?eimnts

'Admlmstramrs Ustr Gwups' Branch User

20mg coprdlflqtoi-Ecigg

US 2003/0110106 A1

Page 12: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 11 0f 25 US 2003/0110106 A1

Fig. 8

aPa'neWebbcr - llicmm? Inlelnet Ewlom lg“

Welcome. Visit often for the latest insight from our Glubal Investment Strategy and Research teams. 2..

- Mars Hinh?uhts ‘' 4? Morning Meeting Receg As W as I Wag a wabcastintsrvisw with lntg! Prasxdsng g; (Mar 01, mot/paces : 4) (Feb 26, Him/paces : 2) v i5 A?gmgnn 353g 59m; 1, i5; ' - X‘

(Feb 28. ZUOllDageS : 2) global investment; sgrategl

§as\g 99mg; Hi hIi h t ck | A‘. ‘.~‘i _ .w "m "M: . g

(Marni, mill/pages : 2) (Feb 26, ZOUl/paqes : 2) m a: Emumjzssbann: W i"

(Feb 27, 2?O1/paaes : s) ' Featured Fixed lnmma Ressarch

L“ m p- m mmmmk mm h P ||= TT - ~PF! =v=r Febz7 2001 a eszls -1‘- "" "-' n m"

Kay Clusters: (‘ i ' h if g ) n?denc nd n.N?w Ho e-S I s : - Mums

(Mar?’l. 20011313085 - 2) ‘ H grgdlg Mgrkgg Rgiag'vg valug (Feb 27.2un1/paqas : 2) T'“ n m" N (Feb 09, 2001/paqes : 44) Egg Trgngg 7 Manpgwgr Qgrvgl HIQNIQWQS Rigks (Mar 01., Hui/pages : 2) an Q gg M in g z g “1''” ‘ 7 ' (Feb 2st 2001Inaqes : 2)

Eats? a mhpr pnntm W m In‘ 0 (Feb 12' gum/pages : 5) US Economig Persgegg'ves : Manufacturmg 2°01 . 2 gredit Resaarch ?lnvestmeng Grade Emeging Jggigsi Qarmg Q91 gng ?udgeg

Warm’ lpages‘ ) mammal (Feb 23,20G1/paqes : 21) m“ nve l e M: In‘

um a!

Thg American Age of Af?uenca

melmammumam? T n F <

Page 13: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 12 0f 25 US 2003/0110106 A1

Fig. 9

FE

Ticker: 1 um I oku . . .. ,7

CompanySpecr?c Reports Welcome. [Related Research from our Global Investment Strategy and Research teams. L

' Tuday's Hiqhlights Suecial Pres entatiuns

Mgmmg Mgggng Rggg - Wggch g wgbggg xnggrvlew Mm lngel Prggrggn; (Feb 22. 2001/uaces : 5) (Feb 20, moi/pages : 2) CE 6' I “"9 be ad 4

Mama?‘ Rica‘: F0: 5 {a Qglifgmlg gtiligy §n§|§ weggggg Avgllghle Ngw (Feb 22' Zuni/pages : 2) I a‘ my S n H he!’ ;I be! trat x dw rd Kerschnnr

§a§|§ Pgmt; ?IghhghC?d gmggg L15; (Feb 22, 200 llpaqes : 2) (Feb 0)., ZOUL/paqes : 2)

mm yjimiqlmlmnaseisimgm View r ten an n er'new From u '

(Feb 22. 200 Images ; 5) W r ur ' 4th Flcbal UUII C nf ren ‘

On The Run

QH§:ACQ$JIB§§ mggcAT-l HEART maul-AL: 13 (Feb 12,2uo1/paqes : 18) n - ‘ ' I- - - .

mm 9 we mamas (Feb 21, Kim/pages : 2) (Fab 22‘ 200 images : 2) Qngdm Mgrkeg Rwlggvp Value _

I T ‘I. Q N _ (Feb 09,2DUl/paqes : 44) _, Tran 1 PM u" “HR I W h"- V

(Feb 22, 20Ul/uaqes : 1) "' M r" R" " ' -‘ "'h (Feb 2B.2001/naaes: 2) L pgggggh' ugggre ' (Feb 12' Manx/pages : 5) 0 Tr=nd : : R new of 4 c non-u ata ’

(Feb 22,20OL/nages : 2) M'E'MRSH fmldr‘f" " ‘ ' ' (Feb 16.2Ew1/naqes: 2) 3

mmliemmi Current Core Investment Themes

—“ " "A ‘’ “m” " ’ _??_ “ Te 2. \ :J

r

Page 14: System and method for enabling content providers in a financial ...
Page 15: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 14 0f 25 US 2003/0110106 A1

Fig. 11

T518 Edit W 21; Fgvérites louls

Back Famed 1 ,‘

r: Painewebhel: PEG Content Management - EMA - M cmsolt Internet Explorer

v .. .M V ‘ ‘ Return to the Main Menu __‘_

Administrator: El ') ' X _ ,r ‘ i

“Wm B r ‘ ‘ Hierarchy Management > Read Te ‘ T x’

Author ’ ' 'i l at

Untilies t "t' y \x

'Lisim‘anager ‘ ‘I t Node Name: PW'ER Y;

t v v, V H _ l ' Node Type: Top Level

mm . ‘ ' i‘ ‘ ’ Status. m 5!

RelatedLink A 5 ~ Industry ' * [e ” ' Available Selected 35:

' Coun

State

Sub'eci

Entitlements: CN

Parent No de: PWER

Columns: Coordinator:

Preview _

H 1

Publisher:

Children Nodes Ema; limunknoml‘w (Mind ‘2

Page 16: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 15 0f 25 US 2003/0110106 A1

Fig. 12

33M,

Hierarchy Management

Node Name Home Page Nod: Type‘ Top Level Status luvs ~l

Avaihbh Sahahd

Canlani Pubhsher - Equmes a "$3" Content Pubhsher - Edge Cement Pubhshax - Muniupul A Content Pubhshar -TF1 Content Cnordmutor- Edge :1 “

ParemNvde gm Column: 173

U“! Groups

wit W

@211 Soeciai Presentations i > Top

AddaNewC'midNodc oE'Type ‘Fri; v’

Page 17: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 16 0f 25 US 2003/0110106 A1

Fig. 13

awzn - m - Hierarchy Em - Mimosa]! Inland Explum

x x _ __;l 335

Ram to the Mam Menu

Hierarchy Management

Nod: Nam: Report Dlsplay Node V

Node Typc Rzpon Display "I; Status Lug * *1

Avulubll 5.1mm! mm‘ FCQQCEI iii

cscn’j “ 1

Farm! Node Iason‘s TQOKC Sort Order [1?‘ ~

mum“ sum-d 4;,

R5?“ TY?“ ggalysl‘s BeslCall 3’ Am“ Smegy brandon‘s explrmion type] _-_1 ~“ g“

Rm“ Style [FEE *2:

# to Display 3‘ Tm: Pram: ISMunths 4

Image Upload :f‘é‘ratzas'r

:sngm»: zmEJMvm

Page 18: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 17 0f 25 US 2003/0110106 A1

Fig. 14

a'WER-CMA-Hicrachi'mn-icromm?cxpzmq " ' ' ' a" H H H “ ' HEB

I

I

E ‘Hotbar lSearch QIIHTha Web Deals}@f6ames Free!@ 7001; :3

Return to the Maui Menu 1‘

Hierarchy Management i; i;

Node Name Ratings Node Typ a: Topic *

Status‘ l‘Slaging *‘ § Available Selected f;

Entitlements Ac: \:

ParsntNode.Qu1ck Lmks Columns‘ '2 vi 1;

Add aNew Child Node ofType. F“? _ __ V _ '; E1

View the histogg for this Node

WW“? law» 4 an? an“

Page 19: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 18 0f 25 US 2003/0110106 A1

Fig. 15

3M8 - EMA - Hiuachy Edit ~ "howl: lnlumel Emlmn

:3 Rsmm to the Iviam Mann :

Hierarchy IVIanagement

Node Nam: gouxck Lmk§ _ Nod: Type Right Box "

Slams ‘Smgmg "'l q ‘A Avmhbln SelecI-ad :4 AR . “A =8, x » A

Eahncmcnts CN ‘ csor: :1 “ \.

Parent Node Ec 1x_q Rcscarch

Add aN=w cm Node 0mm [Tap]: -[ 25} y :

Vzew the histogg for ?u: Node

Page 20: System and method for enabling content providers in a financial ...

Patent Application Publication Jun. 12, 2003 Sheet 19 0f 25 US 2003/0110106 A1

Fig. 16

Raturr. to the Mam Menu .

Hierarchy Management 2‘, £2

Nod: Name lEquny Research Node Type Area Status {Staging v] “i

Avulubln Selachd 1

mements ‘g u }

Parent Node Tog Ana ,9} R

Columns 13 v] - so“ Ordcr 1”“ Q?

anges

Page 21: System and method for enabling content providers in a financial ...
Page 22: System and method for enabling content providers in a financial ...
Page 23: System and method for enabling content providers in a financial ...
Page 24: System and method for enabling content providers in a financial ...
Page 25: System and method for enabling content providers in a financial ...
Page 26: System and method for enabling content providers in a financial ...
Page 27: System and method for enabling content providers in a financial ...
Page 28: System and method for enabling content providers in a financial ...
Page 29: System and method for enabling content providers in a financial ...
Page 30: System and method for enabling content providers in a financial ...
Page 31: System and method for enabling content providers in a financial ...
Page 32: System and method for enabling content providers in a financial ...
Page 33: System and method for enabling content providers in a financial ...
Page 34: System and method for enabling content providers in a financial ...
Page 35: System and method for enabling content providers in a financial ...
Page 36: System and method for enabling content providers in a financial ...
Page 37: System and method for enabling content providers in a financial ...