SG188940A1 - System and method for searching marketing channels in an ip marketplace - Google Patents

System and method for searching marketing channels in an ip marketplace Download PDF

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Publication number
SG188940A1
SG188940A1 SG2012069969A SG2012069969A SG188940A1 SG 188940 A1 SG188940 A1 SG 188940A1 SG 2012069969 A SG2012069969 A SG 2012069969A SG 2012069969 A SG2012069969 A SG 2012069969A SG 188940 A1 SG188940 A1 SG 188940A1
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Singapore
Prior art keywords
channel
data
marketplace
user
asset
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SG2012069969A
Inventor
Tracey Thomas
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American Express Travel Relate
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Priority claimed from US13/229,877 external-priority patent/US20120011029A1/en
Application filed by American Express Travel Relate filed Critical American Express Travel Relate
Publication of SG188940A1 publication Critical patent/SG188940A1/en

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/06Buying, selling or leasing transactions
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/10Office automation; Time management

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  • Engineering & Computer Science (AREA)
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  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Theoretical Computer Science (AREA)
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  • Human Resources & Organizations (AREA)
  • Data Mining & Analysis (AREA)
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  • Quality & Reliability (AREA)
  • Operations Research (AREA)
  • Development Economics (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

A comprehensive platform for merchandising intellectual property (IP) and conducting IP transactions is disclosed. A standardized data collection method enables IP assets to be characterized, rated and valuated in a consistent manner. Project management,workflow and data security functionality enable consistent, efficient and secure interactions between the IP Marketplace participants throughout the IP transaction process. Business rules, workflows, valuation models and rating methods may be user defined or based upon marketplace, industry or technology standards.

Description

SYSTEM AND METHOD FOR SEARCHING MARKETING
CHANNELS IN AN IP MARKETPLACE
FIELD OF INVENTION
The present disclosure generally relates to providing a trading marketplace, and more particularly, to providing an automated platform to enable intellectual property {ransactions.
BACKGROUND OF THE INVENTION
The marketplace for intellectual property (IP) assets tends to underperform due to several issues. For example, the marketplace is fragmented and the marketplace generally lacks defined channels for buyers, sellers and service providers to find each other and transact. The marketplace also lacks standardization in that mavy potential deals either never materialize or are not completed because of a lack of standards, centralized knowledge and best practices. Moreover, many IP transactors (buyers and sellers) lack the tools to 1S accomplish the steps that comprise a successful IP transaction. Attempts fo address these fragmentation and standardization issues include frying to consolidate IF transactors within specific industries and creating seller specific solutions, However, these attempts fall short of providing a universal, end-to-end solution,
As such, a long felt need exists for a universal, end-to-end, automated, standards driven IP marketplace solution that is open fo all or a subset of IP transactors, regardless of industry, and that provides standardized tools to help IP sellers identify, value and market their IP.
SUMMARY OF THE INVENTION
23 Methods and systems provide a mersber of an intellectual property (IP) Marketplace {TP owners, buyers, consultants, etc.) with various functionality for facilitating conumercialization of IP asses. In various embodiments, the IPF Marketplace system provides user and organizational registration and profiling, IP disclosure and approval, valuing and rating of IP assets, merchandising and cataloging, customized searches and IP matching algorithms, referral services, deal negotiation, transaction execution, marketing tools, collaboration tools, IP asset management (e.g, royalty and maintenance fee management), and data collection and reporting.
The IP Marketplace system may provide a template that requests standardized data for characterizing IP assets. The system receives IP documentation for an IF asset and a portion of the IP documentation includes the standardized data. The IP documentation is validated, and in various embodiments, the system obtains approval from the IP ower of the data collected for the IP asset. A logic engine accesses algorithms and inputs data from both internal and external data sources, then creates a valuation and a rating of the IF asset.
The IP Marketplace generates a summary of the IP asset which includes a marketing docurnent used to market the IP assel to potential buyers. A project is set up for the commercialization of the TP asset and the project may be based upon a standardized workflow for executing an IP transaction. Permissions are associated with the IP documentation and other data stored for an IP asset, The IP Marketplace may enable various levels of permissions to accommodate the complex set of users, data and steps associated with an IF transaction. in various embodiments, the system receives an inquiry from a buyer that includes requested IP asset attributes. The system matches the request to the IP asset using a proprietary matching algorithm. The system may facilitate consummation of the IP transaction by generating a transaction task Hst for an asset based upon a standardized IP transaction workflow. The may also track the status of a plurality of tasks that comprise the transaction task list. The system also provides logistical support by providing referrals for service providers (e.g, lawyers, valuation experts, etc.) and by identifying resources such as, for example, meeting rooms that can be accessed by transaction participants. The system further provides comprehensive IP commercialization support by enabling post-transaction activities, such as tracking patent maintenance fee payments and calculating royalty payments.
Tn various embodiments, an IP commercialization system includes functionality to determine channels that may be relevant, useful or interesting to a user based upon the user profile information and/or upon IP assels associated with the user. The IP commercialization system determines an IP portfolio associated with a user and analyzes the
IP portfolio to determine a plurality of factors associated with the IP portfolio. Based at least partially upon the plurality of factors, the system determines a first channel fo present to the user; and presents the first channel to the user. The system groups the chanvels and presents them to the user in a channel interface. The system enables the user to invoke the chammel {or the service associated with the chanel} and determines data interface requirements associated with the channel.
BRIEF DESCRIPTION OF THE DRAWINGS
A more complete understanding of the present inventions may be derived by referring to the detailed description and claims when considered in connection with the
Figures, wherein tke reference numbers refer to siratlar elements throughout the Figures, and:
Figure 1A is a block diagram illustrating a high level conceptual design for enabling an IP marketplace, in accordance with an exemplary embodiment of the present invention;
Figure 1B is a block diagram illustrating major system components for enabling an iP marketplace, in accordance with an exemplary embodiment of the present invention;
Figure 2 is a flow chart illustrating an exemplary process for enabling IP commercialization, in accordance with an exemplary embodiment of the present invention; tS and
Figure 3 is a flow chart tllustrating an exemplary process for disclosing IP asset information, in accordance with an exemplary embodiment of the present invention;
Figure 4 is a block diagram illustrating an exemplary user interface for a marketing interface, in accordance with an exemplary embodiment of the present invention; pat Figure 5 is a block diagram illustrating an exemplary user interface for a channel guide, in accordance with an exemplary embodiment of the present invention; and
Figure 6 is a block diagram illustrating an exemplary user interface for a channel guide, in accordance with an exemplary embodiment of the present invention.
DETAILED DESCRIPTION
The systems and methods provide an buproved, tangible, integrated, online IP marketplace. An embodiment may be implemented by a system, computer readable medium or a method or any combination thereof The systems and methods include a unique combination of one or more features associated with an iP marketplace. In various embodiments, the system provides a marketplace for interested buyers and sellers to engage in IP transactions. The system may be implemented as a web-based system that provides a process for managing the marketing and sales process of licensing and commercializing IP assets. A fransaction platform (or transaction engine) consolidates the processes necessary for sellers to prosent their available IP, thereby allowing for a more efficient, standardized process for bringing IP to the market. The system enables a one-stop shopping resource for buyers of IP, providing sot only a marketplace for available IP, but centralized access to service providers. In various embodiments, the system facilitates deal negotiation and execution, while also providing search and referral services for IP resources.
Exemplary benefits of the system include providing standardized data, processes, and valuation and rating methods to members of an IP marketplace. The members of the marketplace benefit by the efficiency and transparency created by this standardization.
Sellers are better able to market and commercialize IP assets and buyers benefit from being able to perform comparative analysis for IP assets that are presented in a standardized manner. The IP marketplace provides new revenue streams to the IP owners by helping to merchandise IP assets. Ffficiencies are gained by creating a community of IF owners, industry professionals, sellers and service providers that transact across a common platform. {5 While the embodiments described herein are described in sufficient detail to enable those skilled in the ari fo practice the invention, it should be understood that other embodiments may be realized and that logical and mechanical changes may he made without departing from the spirit and scope of the invention. Thus, the detailed description herein is presented for purposes of illustration culy and not of limitation.
For the sake of brevity, conventional data networking, application development and other functional aspects of the systems (and components of the individual operating components of the systems) may not be described in detail herein, Furthermore, the connecting Hanes shown in the various figures conlained herein are intended to represent exemplary functional relationships and/or physical couplings between the various elements. 35 It should be noted that many alternative or additional functional relationships or physical connections may be present in a practical system,
In various embodiments, the system includes a user interface (Ul), a software module, logic engines, nurserous databases and computer networks. While the systems may contemplate upgrades or reconfigurations of existing processing systems, changes fo existing databases and system tools are not necessarily required by the systern and method.
While the description references specific technologies, hardware, equipment, system architectures and data management techniques, practitioners will appreciate that this
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WO 2013/039638 PCT/US2012/050851 description is but one embodiment and that other devices and/or methods may be implemented without departing from the scope of the invention. Simtlarly, while the description may reference a user interfacing with the system via a personal computer user interface, practitioners will sppreciate that other interfaces may include mobile devices, kiosks and handheld devices such as personal digital assistants, “Entity” may inclade any individual, consumer, consumer, group, business, organization, government entity, transaction account issuer OF Processor {e.g., credit, charge, sic), merchant, consortium of merchants, consumer, account holder, chariiable organization, software, hardware, and/or any other entity.
An "account”, “account number” or “consumer account” as used herein, may include any device, code {e.g., ous or more of an authorization/access code, personal identification number (“PIN”), Internet code, other identification code, and/or the like), number, letter, symbol, digital certificate, smart chip, digital signal, analog signal, biometric or other identifier/indicia suitably configured to allow the consumer fo access, interact with or communicate with the system. The account number may optionally be located on or associated with a rewards account, charge account, credit account, debit account, prepaid scconnt, telephone card, embossed card, sroart card, magnetic stripe card, bar code card, transponder, radio frequency card or an associated account, The system may include or interface with any of the foregoing accounts of devices, or a transponder and RFID reader in 3% RF communication with the transponder {which may include a fob). Typical devices may include, for example, a key ring, tag, card, cell phone, wristwatch or any such form capable of being presented for interrogation. Moreover, the system, computing unit or device discussed herein may include a “pervasive computing device,” which may fnchide a traditionally non-computerized device that is embedded with a computing unil, Examples may include watches, Internet enabled kitchen appliances, restaurant tables embedded with
RF readers, wallets or purses with imbedded transponders, ofc.
The account number may be distributed and stored in any form of plastic, electronic, magnetic, radio frequency, wireless, audio and/or optical device capable of transmitting or downloading data from itself to a second device. A consumer account agumber may be, for example, a sixteen-digit account number, although cach credit provider has Hs own numbering system, such as the fifieen-digit numbering systers used by American Express.
Fach company’s account numbers comply with that company’s standardized format such
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WO 2013/039638 PCT/US2012/050851 that the company using a fiftesn-digit format will generally use three-spaced sets of numbers, as represented by the number “0000 000000 000007. The first five to seven digits are veserved for processing purposes and identify the issuing bank, account type, etc, En this example, the fast (fifteenth) digit is used as a sum check for the fifteen digit number. The § intermediary eighi-to-eleven digits are used to uniquely identify the consumer. A merchant account number may be, for example, any number or alpha-numeric characters that identify a particular merchant for purposes of account acceptance, acooumt reconcilistion, reporting, or the like.
A “transaction account” may include any account that may be used to facilitate a financial transaction. A financial institution or transaction account issuer includes any entity that offers transaction account services to consumers. Although often referred fo as a “Francia Institution,” the financial institution may represent any type of bank, lender or other type of account issuing institution, such as credit card companies, card sponsoring companies, or third party issuers under contract with financial institutions. It is further noted that other participants may be involved in some phases of the transaction, such as an intermediary settlement institution, but these participants are not showin.
An “owner,” “IP owner,” or “seller” may include any entity that owns, owns a majority interest, owns a minority interest, owns any portion, controls, has a right to exploit, or is authorized to convey (e.2., an agent or lawyer) any asset {¢.g., an IY asset such as a 28 patent).
A “buyer” may include any entity that purchases goods, services, assets, rights, or IP. for example, a buyer may acquire rights to an IP asset, purchase (via an assignment) an IP asset or may purchase a Hoense to rights associated with an IP asset.
A “financial processor,” “payment network,” or “payment system” or “iransaction account issues” may include any entity which processes transactions, issues accounts, acquires financial information, settles accounts, conducts dispute resolution regarding geoounts, and/or the like,
Figure 1A shows an embodiment of a high level conceptual design for enabling an [P marketplace, Participants in the online marketplace may include both member and non- member sellers, buyers and service providers. These participants interact with the IP marketplace platform via user interfaces. In various embodiments, the platform may include teraplates {and logic engines for dynamically creating templates), access to user profiles f
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WO 2013/039638 PCT/US2012/050851 and history, models {e.g., for valuating and/or rating an IP asset), research tools and access {0 news,
With reference now fo Figure 1B, an exemplary block diagram illustrating Major : system components for enabling an IP marketplace is presented. System 100 facilitates 4 interaction between a user 105 and IP marketplace 115 through, in various embodiments, client 110 with a network connection to an Internet server 123 by way of the Internet. In various embodiments, Internet server 125 eraploys authentication server 130 fo validate credentials, assign proper permissions, and retrieve preferences information for authorized gser’s 105 of IP marketplace 115.
Tn various embodiments, Internet server 125 employs application server 145 to manage various applications and utilities that are utilized by system 100. Fo various embodiments application server utilizes APL+Win, and JBOSS utilizing SEAM, Richiaces
JBPM. and other Java libraries (jQuery and Javascript), JAX-WS, Apache PO, and Quartz. tn various embodiments, Internet server 125 interacts directly with the various systems and 1S components disclosed herein.
System 100 may include any number of computing platforms and databases such as, for example, IP merchandising and transaction engine (IF MATE} 147, worktlow engine 14% and 1P asset database 150. Other systems may include, for example, accounting systems, financial transaction systems, reporting sysiems, new accounts systems, management information systems, business information systems, external data sources, proprietary systems and the like. Each of the sysiems may be interconnected within by a network in via any method and/or devices described herein. A middleware server and/or application server 145 may serve as an intermediary between the various systems {0 ensure appropriate communications between disparate platforms. A report engine retrieves and/or is provided with data from certain of the various systems in order to generate notices, bills, contracts, messages, audit reports, and the Hike.
System 100, IP marketplace 115 and/or any other components discussed herein may further include one or more of the following: a host server or other computing systems including a processor for processing digital data; a memory coupled to the processor for storing digital data; an input digitizer coupled to the processor for inputting digital data; an application program stored in the memory and accessible by the processor for directing processing of digital data by the processor; a display device coupled to the processor and
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WO 2013/039638 PCT/US2012/050851 memory for displaying information derived from digital data processed by the processor; and a plurality of databases.
As will be appreciated by one of ordinary skifl in the art, ome or more of the components of system 100 may be embodied as a customization of an existing system, an add-on product, upgraded software, a stand alone system (e.g., kiosk}, a distributed system, a method, a data processing system, a device for data processing, a compuier and/or a computer program product. Accordingly, individual system 100 components may take the ) form of an entirely software embodiment, an entirely hardware embodiment, or an embodiment combining aspects of both software and hardware. In various embodiments, a system 100 component (e.g. a computer) may melude a processor, a memory, a communications interface, a network interface, etc. Furthermore, individual system 164 components may take the form of a computer program product on a computer-readable storage medium having computer-readable program code means embodied in the storage medium. Any suitable computer-readable storage medium may be utilized, including hard disks, CD-ROM, flash memory, optical storage devices, magnetic storage devices, and/or the like,
The system contemplates uses in association with web services, transaction processing, utility coraputing, pervasive and individualized computing, security and identity solutions, autonomic coraputing, commodity computing, mobility and wireless solutions, open source, biometrics, grid computing and/or mesh computing.
User 105 may include any buyer, seller, IP owner, individual, customer, group of individuals, charity, cardholder, business, entity, government organization, software and/or hardware that utilizes system 100 or accesses system 100 functionality. User 105 may include, for example, a potential buyer of IP assets, a full member of the IP marketplace, a partial member, a service provider, ete. User 105 may also include any consumer that has a transaction account with a transaction account issuer. User 105 may also include anyone who applied for the account, currently has the card in her possession, has proxy or other rights to use or maintain the account, is partially or fully responsible to pay the charges on the account and/or the like. User 105 may include a consumer who uses an account code without any physical card, uses a transponder, and/or uses a physical transaction card, to purchase items which are billed on the billing statement discussed herein. In various embodiments, user 105 may interface with IP marketplace 115 via any communication
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WO 2013/039638 PCT/US2012/050851 protocol, device or method discussed herein or known in the art. For example, user 105 may interact with IP marketplace 115 by way of au Internet browser at client 110.
Client 110 comprises any hardware and/or software suitably configured to facilitate requesting, retrieving, updating, analyzing, entering and/or modifying data. For example, in $ various embodiments, client 110 is configured to facilitate input, receipt, presentations, analysis and/or review of information relating to IP assets, merchandising of IF assets and facilitating IP transactions. Client 110 includes any device {e.8., personal computer) which communicates (in any ruanner discussed herein) with IP marketplace 115 vig any network discussed herein. Such browser applications comprise Internet browsing software installed within a computing unit or system to conduct online transactions and/or communications.
These computing units or systems may take the form of a computer or set of computers, although other types of computing units or sysiems may be used, including laptops, notebooks, hand held computers, set-top boxes, workstations, computer-servers, main frame computers, mini-computers, PC servers, pervasive computers, network sets of computers, and/or the like. Practitioners will appreciate that client 110 may or raay not be in direct contact with IP marketplace 115, For example, client 110 may access the services of IP marketplace 115 through another server, which may have a direct or indirect connection to
Internet server 125. Chent 110 may be mobile or may be located in a home or business environment with access to a network. In an exemplary embodiment, access is through a network or the Internet through a commercially-available web-browser sofiware package.
As those skilled in the art will appreciate, client 110 includes an operating system {e.g., Windows NT, 95/98/2000, O82, UNIX, Linux, Solaris, MacOS, Android, iPhone O8 etc.) as well as various conventional support software and drivers typically associated with computers or computing devices, Client 110 may include any suitable personal computer, mobile device, phone, network computer, workstation, mintcormputer, mainframe or the like,
CHent 110 can be in a home or business environment with access to a network. In an exemplary embodiment, access is through a network or the Internet through a commercially available web-browser software package.
In various embodiments, various components, modules, and/or engines of system 100 may be implemented as micro-applications or micro-apps. Micro-apps are typically deployed in the context of a mobile operating system, including for example, a Palm mobile operating system, a Windows mobile operating system, an Android Operating System,
Apple 108, a Blackberry operating system and the like. The micro-app may be configured to leverage the resources of the larger operating system and associated hardware via a set of predetermined rules which govern the operations of various operating systems and hardware resources. For example, where a micro-app desires to communicate with a device or network other than the mobile device or mobile operating system, the micro-app may leverage the communication protocol of the operating system and associated device hardware under the predetermined rules of the mobile operating system. Moreover, where the micro-app desires an input from a user, the micro-app may be configured to request a response from the operating system which monitors various hardware components and then communicates a detected input from the hardware to the micro-app.
Client 110 may be independently, separately or collectively suitably coupled fo the network via data links which includes, for example, a connection to an Internet Service
Provider (ISP) over the local loop as is typically used in connection with standard modem communication, cable modem, Dish networks, ISDN, Digital Subscriber Line (DSL), or various wireless communication methods, see, e.g. Gilbert Held, Understanding Dalia
Communications (1996), which is hereby incorporated by reference. it is noted that the network may be implemented as other types of networks, such as an interactive television {ITV} network.
Client 110 may include any number of applications, code modules, cookies, and the like to facilitate interaction with IP marketplace 113 in order to, for example, input data, complete templates/forms, view reports, validate data, approve data, review IP asset info, participate in a negotiation, review due diligence documents, respond to a survey, and the fike. Tn various embodiments, client 110 may store user 10% preferences and/or any other information disclosed herein on a hard drive or any other local memory device.
Accordingly, client 110 may retrieve and store consurner information within a memory structure of client 110 in the form of a browser cookie, for example. In another embodiment, client 110 retrieves information relating to user 105 from IP marketplace 115 : on establishing a session with Internet server 125,
Firewall 120, as used herein, may comprise any hardware and/or software suitably configured to protect IF marketplace 113 components from users of other networks,
Firewall 120 may reside in varying configurations including stateful inspection, proxy based and packet filtering among others, Firewall 120 may be integrated as software within
Tnternet server 125, any other IP marketplace 115 components or may reside within another computing device or may take the form of a standalone hardware coraponent. Although depicted as a single firewall in Figure 1, one skilled in the art will recognize that a firewall or multiple firewalls may be iplemented throughout system 100 to enable system and data security.
Internet server 125 may include any hardware and/or software suitably contigured to facilitate communications between client 110 and one or wore IP marketplace 115 components. Further, Internet server 123 may be configured to transmit data to client 110 within markup language documents (e.g, XML, HTML, etc}. As used herein, “data” may include encompassing information such as commands, queries, files, data for storage, and/or the Hke in digital or any other form. Internet server 125 may operate as a single entity in a single physical location or as separate computing components located together or in separate physical locations.
Internet server 125 may provide a suitable web site or other Internet-based graphical user interface which is accessible by consumers. In various embodiments, Internet server 125 eraploys RedHat Linux Enterprise 5.x Server and Apache Hup server. In various embodiments, the Microsoft Internet Information Server (118), Microsoft Transaction Server (MTS), and Microsoft SQL Server, are used in conjunction with the Microsoft operating system, Microsoft NT web server software, a Microsoft SQL Server database system, and a
Microsoft Commerce Server. Additionally, components such as Access or Microsoft 3QL
Server, Oracle, Sybase, Informix MySQL, InterBase, etc., may be used to provide an Active
Data Object (ADO) compliant database management system.
Any of the communications, inputs, storage, databases or displays discussed herein may be facilitated through a web site having web pages. The term “web page” as it is used 35 herein is not meant to Limit the type of documents and applications that might be used to interact with the user, For example, a typical web site might include, in addition to standard
HTML documents, various forms, Java applets, JavaScript, active server pages (ASP), common gateway interface scripts (CGI), extensible markup language {ML}, dynamic
HTML, cascading style sheets {C85}, helper applications, plug-ins, and/or the fike. A server may include a web service that receives a request from a web server, the request including 2
URL (e.g. http://yahoo.com/stockqguotes/ge) and an IP address {¢.2. 123.4.56.789). The web server retrieves the appropriate web pages and sends the data or applications for the web pages to the IP address. Web services are applications that are capable of interacting with other applications over a communications means, such as the Internet. Web services are typically based on standards or protocols such as XML, SOAP, WSDL and UDDIL Web services methods are well known in the art, and are covered in many standard texts, See, e.g. Alex Nghiem, IT Web Services: A Roadmap for the Enterprise {2003}, hereby incorporated by reference.
In order to control access to components of TP marketplace 118, Internet server 115 may invoke authentication server 130 in response to user 103 submissions of authentication credentials received at Internet server 125 from client 110. Authentication server 130 may include any hardware and/or software suitably configured to receive authentication credentials, encrypt and decrypt credentials, authenticate credentials, and grant access sights according to privileges {e.g., pre-defined privileges) attached to the credentials.
Authentication server 130 may grant varying degrees of application and data level access 10 users based on information stored within a database and/or any other known memory structure,
IP MATE 147 comprises hardware and/or software modules that execute processes, access data from IP asset database 150 and interact with workflow engine 148 to enable the functionality of IP Marketplace 115.
Workflow engine 148 comprises hardware and/or software modules that implement process definition, tracking and execution. Workflow engine 148 may comprise ong OF more software applications, modules or data objects, The software may be any executable code written in any software programming language, such as, for example Java®. For example, workflow engine 148 reads data from IP asset database 150 and instantiates a data object {e.z. a Java Bean®) to store the data for use by software modules or other objects. In 26 various embodiments, workflow engine 148 executes an automated or partially automated process such as a price negotiation or an auction. In various embodiments, workflow engine 14% enables users 105 to document a process and track progress toward completion of the process, Workflow engine 145 reads schedules, sends notices and triggers report creation. {PF asset database 150 may include any hardware and/or software suitably configured to facilitate storing data relating to, for example, IP assets, logal documents, marketing documents, tracking and status dats, schedules, transactions, statements, amounts owed, payments, authentication credentials, user permissions, consumer preferences, and the like. i2
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WO 2013/039638 PCT/US2012/050851
In various embodiments IP asset database 150 stores standardized teroplates and stores IP asset data submitted in standardized form and divided or parsed into separate data {e.g., data elements or attributes).
One skilled in the art will appreciate that system 100 may employ any number of databases in any number of configurations. Further, any databases discussed herein may be any type of database, such as relational, hierarchical, graphical, object-oriented, and/or other database configurations. Common database products that may be used to implement the databases include DR2 by IBM (White Plains, NY), various database products available from Oracle Corporation (Redwood Shores, CA), Microsoft Access of Microsoft SQL
Server by Microsoft Corporation (Redmond, Washington), or any other suitable database product. Moreover, the databases may be organized in any suitable manner, for example, as data tables or lookup tables. Each record may be a single file, a series of files, a loked series of data fields or any other data structure. Association of cerisin dala may be accomplished through any desired data association technique such as those known or 1S practiced in the art. For example, the association may be accomplished either manually or automatically. Automatic association techniques may include, for example, a database search, a database merge, GREP, AGREP, SQL, using a key field in the tables to speed searches, sequential searches through all the tables and files, sorting records in the file according fo a known order to simplify lookup, and/or the tke. The association step may be accomplished by a database merge function, for example, using a “key field” in pre-selected databases or data sectors.
More particularly, a “key field” partitions the database according to the high-level class of objects defined by the key field. For example, certain types of data may be designated as a key field in a plurality of related dats tables and the data tables may then be 35 linked on the basis of the type of dats in the key field. The data corresponding to the key field in each of the linked data tables is preferably the same or of the same type. However, data tables having similar, though not identical, data in the key folds may also be linked by using AGREP, for example. In accordance with one aspect of system 100, any suitable data storage technique may be utilized to store data without 3 standard format. Data sets may be stored using any suitable technique, including, for example, storing individual files using an
ISO/TEC 7816-4 file structure; implementing a domain whereby a dedicated file is selected that exposes one or more elementary files containing one or more data sets; using data seis i3
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WO 2013/039638 PCT/US2012/050851 stored in individual files using a hierarchical filing system; data sets stored as records ina single file {including compression, SQL accessible, hashed via one or more keys, numeric, alphabetical by first tuple, etc.); Binary Large {ibject (BLOB); stored as ungrouped data clements encoded using ISOABRC 7816-6 data elements; stored as ungrouped data elements encoded using ISO/IEC Abstract Syntax Notation (ASN.1) as in ISOAEC 8824 and 8823; and/or other proprietary techniques that may include fractal compression methods, image compression methods, ete.
In various embodiments, the ability to store a wide variety of information in different formats is facilitated by storing the information as a BLOB. Thus, any binary information cap he stored in a storage space associated with a data set. As discussed above, the binary information may be stored on the financial transaction instrument or external to but affiliated with the financial transaction instrument, The BLOB method may store data sets as ungrouped data elements formatted as a block of binary via a fixed memory offset using either fixed storage allocation, circular queue techniques, or best practices with respect io 1S memory management {e.g paged memory, least recently used, eic.). By using BLOB methods, the ability to store various data sets that have different formats faciliiates the storage of data associated with system 100 by multiple and unrelated owners of the data sets,
For example, a first data set which may be stored may be provided by a first pasty, a second data set which may be stored may be provided by an unrelated second party, and yet a third 26 data set which may be stored, may be provided by an third party unrelated to the first and second party. Each of these three exemplary data seis may contain different information that is stored using different data storage formats and/or techniques. Further, cach data set may contain subsets of data that also may be distinct from other subsets.
As stated above, in various embodiments of system 104, the data can be stored 2% without regard to a common format. However, in one exemplary embodiment, the data set {e.z., BLOB} may be annotated in a standard manner when provided for manipulating the data onto the financial transaction instrument. The annotation may comprise a short header, trailer, or other appropriate indicator related to each data set that is configured to convey information useful in managing the various data sets. For example, the annotation may be called 2 “condition header”, “header”, “iratler”, or “status”, herein, and may comprise an indication of the status of the data set or may include an identifier correlated to a specific : lesuer or owner of the data. In one example, the first three bytes of each data set BLOB may i4
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WO 2013/039638 PCT/US2012/050851 be configured or configursble to indicate the status of that particular data set) e.g.
LOADED, INITIALIZED, READY, BLOCKED, REMOVABLE, or DELETED.
Subsequent bytes of data may be used to indicate for example, the identity of the issuer, user, tramsaction/membership account identifier or the like. Each of these condition annotations are further discussed herein.
The data set annotation may also be used for other types of status information as well as various other purposes. Tor example, the dala set annotation may include security information establishing access levels. The access levels may, for example, be configured fo permit only certain individuals, levels of employees, companies, or other entities to access data sets, or fo permit access to specific daia sets based on the transaction, merchant, issuer, user or the like. Furthermore, the security information may restrict/permit only certain actions such as accessing, modifying, and/or deleting data sets. In one example, the data set annotation indicates that only the data set owner or the user are permitted to delete a data set, various identified users may be permiited to access the data set for reading, and others 1S are altogether excluded from accessing the data set. However, other access restriction parameters may also be used allowing various entities to access a data set with various permission levels as appropriate. "The data, including the header or trailer may be received by a stand-alone interaction device configured to add, delete, modify, or augment the data in accordance with the header or trailer. As such, in various embodiments, the header or trailer is not stored on the transaction device along with the associated jssuer-owned data but instead the appropriate sction may be taken by providing to the transsction instrument user al the stand-alone device, the appropriate option for the action io be taken. System 100 conteraplates a data storage arrangement wherein the header or trailer, or header or trailer history, of the data is 95 siored on the transaction instrument in relation to the appropriate data.
One skilled in the art will also appreciate that, for security reasons, any databases, systerns, devices, servers or other components of system 100 may consist of any combination thereof at a single location or at multiple locations, wherein each database or system 100 includes any of various suitable security features, such as firewalls, access codes, encryption, decryption, comprassion, decompression, and/or the like.
As used herein, the term “network” includes any cloud, cloud computing systers of elecironic communications system or method which incorporates hardware and/or software ts components. Communication among the parties may be gceomnplished through any suitable communication channels, such as, for example, a telephone network, an exiranet, an intranet, Internet, point of interaction device (point of sale device, personal digital assistant (e.g, iPhone®, Palm Piloi®, Blackberry®), cellular phone, kiosk, ete), online communications, satellite communications, off-line communications, wireless communications, transponder communications, local area network (LAN), wide area network (WAN), virtual private network (VPN), networked or linked devices, kevhoard, mouse and/or any suitable communication or data input modality. Moreover, although the system is frequently described herein as being implemented with TCP/IP comununications protocols, the systems may also be implemented using PX, Appletalk, IP-6, NetBIOS, O51 any tunneling protocol {e.g. IPsec, SSH), or any number of existing or future protocols, If the network is in the nature of a public network, such as the Internet, it may be advantageous to presume the network to be vsecure and open to eavesdroppers. Specific information related to the protocols, standards, and application software utilized In connection with the
Internet is generally known to those skilied in the art and, as such, need not be detailed herein. See, for example, Dilip Naik, Internet Standards and Protocols (1998); Java 2
Complete, various authors, (Sybex 1999); Deborah Ray and Eric Ray, Mastering HTML 4.0 : (1997); and Loshin, TCPAP Clearly Explained (1997) and David Gourley and Brian Totty,
HTTP, The Definitive Guide (2002), the contents of which are hereby incorporated by reference. “Cloud” or “Cloud computing” includes a mode! for enabling convenient, on- demand network access to a shared pool of configurable computing resources (e.g. networks, servers, storage, applications, and services) that can be rapidly provisioned and released with minimal management effort or service provider imeraction. Cloud computing 35 may include location-independent computing, whereby shared servers provide resources, software, and data to computers and other devices on demand. For mare information regarding cloud computing, see the NIST s (National Institute of Standards and Technology} definition of cloud computing at hitp://csre.nist.gov/groups/SNS/cloud-computing/clond- def-vi5.doc (last visited February 4, 2011), which is hereby Incorporated by reference in its entirety,
The invention may be described herein in terms of functional block components, screen shots, optional selections and various processing steps. It should be appreciated that
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WO 2013/039638 PCT/US2012/050851 such functional blocks may be realized by any number of hardware and/or software components configured to perform the specified functions. For example, system 100 may employ various integrated circuit components, e.g., memory elements, processing elements, logic elements, look-up tables, and/or the like, which may carry out a variety of functions
Sunder the control of one or more microprocessors or other control devices,
Similarly, the software elements of system 100 may be implemented with any progranuming or scripting language such as C, C++, Java, COBOL, assembler, PERL,
Visual Basic, SOL Stored Procedures, extensible markup language (XML), with the various algorithms being implemented with any combination of data structures, objects, processes, routines or other programming elements. Software elements {e.g., modules, engines, afc} may be implemented as a web service. In various embodiments, web services are implemented using Webservice Interoperability Organization Basic Profile 1.1.
Further, it should be noted that system 100 may employ any number of conventional techniques for data transmission, signaling, data processing, network control, and/or the like.
Still further, system 100 could be used to detect or prevent security issues with a client-side scripting language, such as JavaScript, VBScript or the fike. For a basic introduction of cryptography and network security, see any of the following references: {1} “Applied
Cryptography: Protocols, Algorithms, And Source Code In C.” by Bruce Schneier, published by John Wiley & Sons (second edition, 1995); (2) “Java Cryptography” by
Jonathan Knudson, published by O'Reilly & Associates (1998); (3) “Cryptography &
Network Security: Principles & Practice” by William Stallings, published by Prentice Hall; all of which are hereby incorporated by reference.
These software elements may be loaded onto a general purpose computer, special purpose computer, or other programmable data processing appatatus to produce a machine, 9% uch that the instructions that execute on the computer or other programmable data processing apparatus create means for implementing the functions specified in the flowchart block or blacks. These computer program instructions may also be stored in a computer readable memory (or “computer-readable medium} that can direct a computer or other programmable data processing apparatus to function in a particular manner, such that the 10 instructions stored in the computer-readable memory produce an article of manufacture including instruction means which implement the function specified in the flowchart block or blocks, The computer program instructions may also be loaded onto a computer of other
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WO 2013/039638 PCT/US2012/050851 programmable data processing apparatus to cause a series of operational steps o be performed on the computer or other programmable apparatus to produce a compuder- implemented process such that the instructions which execute on the computer or other programmable apparatus provide steps for implementing the functions specified in the flowchart block or blocks.
Accordingly, functional blocks of the block diagrams and flowchart iHusirations support combinations of means for performing the specified functions, combinations of steps for performing the specified functions, and program instruction means for performing the specified functions. If will also be understood that each functional block of the block 16 diagrams and flowchart illustrations, and combinations of functional blocks in the block diagrams and flowchart illustrations, can be implemented by either special purpose hardware-based computer systems which perform the specified functions or steps, or suitable combinations of special purpose hardware and computer instructions. Further, illustrations of the process flows and the descriptions thereof may make reference to user windows, web pages, web sites, web forms, prompts, etc. Practitioners will appreciate that the illustrated steps described herein may comprise in any number of configurations including the use of windows, web pages, web forms, popup windows, prompts and/or the like. It should be further appreciated that the roultiple steps as iHustrated and described may be combined into single web pages and/or windows but have been expanded for the sake of simplicity. In other cases, steps illustrated and described as single process steps may be separated into multiple web pages and/or windows but have been combined for simplicity.
Practitioners will appreciate that there are a number of methods for displaying data within a browser-based document. Data may be represented as standard text or within a fixed list, scrollable Hist, drop-down lst, editable text field, fixed text field, pop-up window, 38 andior the like. Likewise, there sre a number of methods available for modifying dala ina web page such as, for example, free text entry using a keyboard, selection of menu ferns, check boxes, option boxes, and/or the fike.
System 100 enables user 10S {e.g., an iP marketplace participant such as an IP owner or a potential buyer), to buy, sell, search for, catalogue, disclose, negotiate, package, license, etc. IP assets. System 100 combines unique standardization, process improvement, workflow, dats integration, searching, and dala security features to enable a seamless, feature-rich IP marketplace. While certain embodiments of the present invention are
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WO 2013/039638 PCT/US2012/050851 disclosed herein in terms of a patent, practitioners will appreciate that the teachings of the present invention may be equally applicable interchangeably between any type of intellectual property including, for example: trade marks, trade dress, know how, trade secrets, copyrights, ete, Furthermore, while transactions say be disclosed herein in terms of a sale {or assignment) of IP assets, practitioners will appreciate that the present invention enables any type of IP transaction such as a grast of partial rights, as exclusive license, a non-exclusive license, a sublicense, a settlement agreement, ete.
Referring again to Figure 1, ju various embodiments, when user 105 logs onto an application, Internet server 125 may invoke an application server 145. Application server 145 invokes logic in the IP MATE 147 by passing parameters relating to the user's 105 requests for data. IP marketplace 115 manages requests for data from IP MATE 147 and communicates with system 101 components. Transmoissions between user 105 and Interoet server 125 may pass through a firewall 124 to help ensure the integrity of IP marketplace 115 components. Practitioners will appreciate that the invention may incorporate any 1S number of security schemes or none at all. In various embodiments, Internet server 125 receives requests from client 110 and juteracts with various other system 100 components to perform tasks related to requests from client 114,
Internet server 125 may invoke an authentication server 130 to verify the identity of user 105 and assign roles, access rights and/or permissions 0 user 105. In order to control access to the application server 145 or any other component of IP marketplace 115, Internet server 125 may invoke an authentication server 130 in response to user 103 subinissions of authentication credentials received at Internet server 123, When a request 10 access system 100 is received from Internet server 125, Internet server 125 determines if authentication is required and transmits a prompt to client 110. User 103 enters authentication data at client 110, which transmits the authentication data to Internet server 125, Internet server 125 passes the authentication data to authentication server which queries the user database 140 for corresponding credentials. When user 105 is authenticated, user 105 may access various applications and their corresponding data sources. iP Marketplace 115 enables a standards based, workflow driven, IF commercialization process. With reference now fo Figure 2, in various embodiments, IP
Marketplace 115 includes user and organizational registration and profiling (step 205), IP ’ disclosure and approval (step 210), valuing and rating of IP assets (siep 215), merchandising
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WO 2013/039638 PCT/US2012/050851 and cataloging (step 220), customized search and IP matching algorithms {step 223), referral services, deal negotiation {step 230), transaction execution, marketing tools, collaboration tools, IP asset management (2.g., royalty and maintenance fee management) {step 230}, and data collection and reporting. § In various embodiments, users 105 {Le., “members”) are registered as IP owners, customers interested in obtaining the rights to IP and/or service entities {(¢.8., iawvyers, bankers, accountants, technology partners ete). IP Marketplace 115 also allows Heensed partners the right (e.g, within certain geographic regions) to offer, negotiate and consummate membership agreements and the like, for participants to transact on and use the 16 site. In the event a buyer is interested in obtaining the rights to any IP assel, it is the responsibility of the IP owner to invite any relevant registered members to the deal phase.
Once the deal phase is complete, it is once again the responsibility of the IP owner to remove ail access, and if required, remove any related data,
In various embodiments, IP Marketplace 115 enables collecting and validating IP asset data. A user 105 logs in to IP Marketplace 115 and indicates the desire to enter information regarding an IP asset. IP MATE 147, in conjunction with IF asset database 130 and workflow engine 148, determines a template that will be used to collect standardized information regarding the IP asset. “Standardized”, as used herein, may include a template that includes one or more common questions or information requests from multiple users. In various embodiments, the template is a standardized disclosure questionnaire. The template can be standardized based upon various {actors such as, for example, industry, technology, type of IP asset, contemplated transaction (e.g, license or sale) or seller of the IF asset. in various embodiments, IP marketplace 115 enables commercialization of any type of IF asset including patent, trademarks, trade dress, copyrights, trade secrets and know-how,
For instance, IP MATER 147 may determine a standard set of questions for the template based on an indication by user 103 that the IF asset involves computer software for the financial indusiry and may also determine additional questions based upon a company profile which is stored in IP asset database {or other IP Marketplace 115 databases). The company profile may include company standards (e.g. business rules and formats) for collecting information for IP assets of the company. In various embodiments, [P MATE 147 may determine a standard template for collection IF asset information based upon best practices that are automatically generated and refined by IP Marketplace 115. For example,
the beset practices may be developed based upon previous transactions, user feedback, industry standards, etc.
IP Marketplace 115 provides {e.g via client 110), the standardized template for characterizing the IP asset (Step 305). In various embodiments, the standardized template corprises a survey toot that cach IP owner registered on IP Marketplace 115 and it can be customized as to what questions are included in the survey. Thus, the data input can be : controlled at an account (IP owner) level. One skilled in the art will recognize that the standardized template may be a single form, multiple forms, multiple Input screens, requests io upload documents, new or revised questions based upon responses {0 previous questions, etc. For cxample, in various embodiments, providing the standardized teroplate includes formatting an HTML based form comprising a plurality of questions and receiving a plurality of responses. In various embodiments, IP MATE 147 determines a second question based upon the response received from a first question. IP MATE 147 evaluates the response to the first question snd may perform an analysis comprising database searches or patiern matching to determine relevance to previous transactions or to existing IP assets in a company’s IP asset inventory. 1P MATE 147 formudates the second question {or series of second questions) based upon the analysis.
IP Marketplace 115 receives responses based upon the standardized teroplate (Step 310). The responses include IP documentation (forms, documents, data, ete} for an IP asset. 50 In various embodiments, at least a portion of the IP documentation received from user 103 regarding an IP asset is in standardized form. In various embodiments, upon [P MATE 147 invokes logic to parse a portion of the documentation inte data elements. In various embodiments, the parsing process may include decrypting the IP documentation and/or encrypling the IP asset data elements. 2s As part of a parsing process, [P MATE 147 may also characierize the data to form individual attributes describing the IP asset, IP MATE 147 validates the IP documentation (Step 315). Similar to the various methods {e.g., as described above) of standardizing input via g template, IP MATE 147 may employ various methods and/or draw from a variety of sources to validate the IP documentation. For example, in various embodiments, IP documentation may be submitted via a company proprietary input template and IP MATE 147 may parse the submitted documentation into data elements and validate the data elements against validation rules that are standardized for IP Marketplace 115. In other
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WO 2013/039638 PCT/US2012/050851 words, in various embodiments, the data validation process executed by IP MATE 147 enables IP Marketplace 115 to allow an IP owner (e.g, a company} to collect IF asset documentation based upon a company standard and enforce general standardization of the data by checking certain standards for data completeness, valid values, ete. 3 The validation process may include a process of resolving data discrepancies. For example, IP MATE 147 may detect that a certain data field, that may not have been required by a company template, may be required or desired for the standard cataloging of the IP asset. In order to resolve this data discrepancy, IP MATE {47 may determine a default value and sssign it lo the IP asset and/or TP MATE 147 may invoke workflow engine 148 to generate a series of tasks aimed at resolving the discrepancy.
IP MATE 147 sends an authorization request for the IF asset. In various embodiments, IP MATE 147 may format a report, send the originally submitted IP documentation, and/or send a message to log in to IP Marketplace 113 to review the IP asset data. Similar to processes for resolving data discrepancies, IF MATE 147 may also use workflow engine 148 to generate a workplan (a step or series of steps) for obtaining IP owner approval for the IP asset. For instance, in various embodiments workflow engine 148 reads IP asset database 130 to determine whether the IF owner has a custom approval process. Based upon the custoro approval process, workflow engine 148 creates a series of steps {or tasks) io track and execute the approval process. For example, workflow engine 148 may send a message to a nurnber of approvers and then track whether each approver has signed off on the IP asset data. IF MATE 147 determines when the approval process is complete {e.g., electronic approvals received from all approving personnel) (Step 320). As discussed in more detail below, IF MATE 147 manages the data security (e.g. user permissions} for the IP documentation (step 325) and publishes the IF asset information based upon data security considerations {step 33).
In various embodiments, [PP marketplace 115 cnables project management functionality. A project overview data structure sununarizes the IP asset that user 10S (e.g. an IP owner) is considering for Hoense/sale, IP MATE 147 jnvokes workflow engine P48 and accesses IP asset database 150 to determine a set of tasks related to states of the IP asset commercialization project. As discussed briefly above, the tasks involved may include approving the IP documentation submitted, valuing and rating the IF asset, creating a marketing package {e.g., information sheets, brochures, demonstrations, etc) for the IF asset,
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WO 2013/039638 PCT/US2012/050851 cataloging the IP asset to systematically package (e.g. combine assets into a portfolio} and characterize the IP (by industry, index, subject matter, ofc) to prepare it for potential sale, and managing data access permissions for users 105 (e.g. a potential buyer) wishing to receive additional information regarding the IF asset, 3 IF asset IP marketplace 115 enables marketing IP assets via the internet and management of the contract process for the purpose of selling IP rights, In various : ernbodiments, data stored in IP asset database 150 may be deemed as public due to the fact that such data may be published for the purpose of selling IP. IP marketplace 115 enables both open access publishing and controlled publishing. In embodiment, a user 103 authorizes controlled publishing of IP asset data, Le., only invited users are able to acoess the data. In various embodiments, the data stored during a contract negotiations phase is considered restricted. If the negotiations for a transaction are unsuccessfid, then the specific data may be deleted (or archived) from the system by user 105, The secure and authorized access to data on the platform is enabled by workflow engine 148 and processes defined in
IP asset database 150. IP MATE 147 includes robust user and permissions logic, In various embodiments, upon receipt of a data request, permissions are verified by IP MATE 147 and/or a webservice invoked by IP Marketplace 115. Thus, IP Marketplace enables security such that the users that created the data can grant access to other users.
In various embodiments, IP MATE 147 enforces two requirements for granting access to data. First, IP MATE 147 ensures that the requesting user 105 is associated with the IP owner (e.g. company associated with the asset} or is associated with network of confirmed associates of the IF owner. Secondly, a user 103 that created the data explicitly grants aceess to anyone in their network to the module of the application for which the data was created. In this manner, confidentiality is the responsibility of the user/owner. In 35 various embodiments, the IP owner has full access to delete files, can remove any other user's access, and can make a project inactive, so that wo one has access. In various embodiments, backup data is updated during incremental backup procedures so that once deleted, it is also deleted on the backup memory. iP marketplace 115 enables merchandizing of an IP asset. In various embodiments,
IF marketplace 115 receives IP documentation for an IP asset. In various embodiments, at least a portion of the IP documentation is in a standardized format based upon a standardized template. IP MATE 147 determines, based upon the IP documentation, a category for the IP
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WO 2013/039638 PCT/US2012/050851 asset. In various embodiments multiple categorizations may be made by IP MATE 147, IP
MATE 147 may also determine an industry and assign a unique identifier {e.g., serial number) for the IF asset. IP MATE 147 creates a marketing document {e.g., a fact/information sheet, brochure, ete.) based upon the IP documentation. in various embodiments, the marketing document may be standardized based upon, for example, the type of IP, industry, TP owner, associated technologies and/or anticipated market or buyers for the IP asset, The marketing document may include a valuation and/or a rating of the IP asset. In various embodiments, 1P Masketplace 115 allows an IP owuer to group IF assets together create an IP portfolio and marketing documents associated with the IP portfolio.
IP MATE 147 stores the marketing document in IP asset database 150. As discussed in detail above, the marketing document may be published io any user {open access publishing) of IP Marketplace 115, or IP Marketplace 113 may limit access to authorized users {controlled access publishing). In various embodiments, IY Marketplace 115 requests approval of the marketing document by the IF owner regardless of how the marketing 14 document will be published. The approval may be based upon a company specific approval processes a default process or a combination. Workflow engine 148 controls and tracks the approval process. In various embodiments, the approval process is iterative and Interactive; for example, the IF owner may modify format and coment of the marketing document during the approval process. In various embodirents IP MATE 147 invokes logie to 26 publish the marketing document and other data associated with the IP asset. ln various embodiments, workflow engine 148 reads the work plan associated with conumercializing the IP asset and performs other tasks such as activating the IP asset to be included for consideration by a matching algorithm that matches buyer requirements with IP assets,
In various embodiments, IF Marketplace 115 includes a user interface enabling an IP owner to easily manage IP assets listed on the marketplace and track the assets’ progress towards commercialization, User 105 is presented with a dashboard showing the user's “commercialization projects,” any associated files (e.g. IP documentation, term sheets, ratings, ete) and tasks. The dashboard also presents a fist of contacts to create a network refated by working relationships that consist of other users { internal or service providers) that have been selected by the user. The ability to create a customized network of contacts not only gives the user complete control of collaboration, i also allows complete control over sharing project information.
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In various embodiments, IP MATE 147 executes processes to value and rate an IF asset. IP MATE 147 retrieves IP asset data associated with the IP asset. In various embodiments, the IP asset data is comprised of data elemonts and each data element corresponds to an IP aitribute. Based upon a variety of factors, IP MATE 147 may
S determine a plurality of IP attributes to retrieve for the IP asset. For instance the plurality of attributes ray be determined based upon a rating method, a valuation process, the jnputs to a valuation mode] (e.g., valuation algorithm), the IP asset type, the IF owner, a country granting an IP right associated with the IP asset, the industry, the technology associated with the IP asset, ete. IP MATE 147 uses the IP asset data retrieved from IP asset database 150 fo 1} determine a rating and a value for the IP asset.
IP Markeiplace 147 may provide standardized ratings using a number of rating methods, In various embodiments IP MATE 147 rates an IP asset based at least partially upon a comparison to a market portfolio and/an an internal portfolio. For example IP
MATE 147 may determine the internal portfolio by accessing IF asset information stored on
IP asset database 150, determining a plurality of similar IP assets, and comparing attributes of the plurality of similar IP assets to the IP asset dats for the IP asset being rated. In various embodiments, IP MATE 147 may determine a market portfolio by accessing an external data source, accessing a market analysis and/or obtaining an expert opinion.
Ratings may be based upon an evaluation by an industry association, by experts, the reputation of an inventor associated with the IP asset and/or the reputation of the owner of the IP asset. In various embodiments, [P marketplace 115 enables polling (e.g. via an online survey) other marketplace participants to determine reputation of an inventor and/or an IF owner.
As one of skill in the art will recognize, valuing an IP asset raay comprise a variety 35 of calonlations, forecasts, comparisons, analysis, ete. For instance, the value of a patent may be based upon determining whether any third party has, or may claim title to, the pated {e.g., if an inventor that did not properly assign the patent rights), Thus, the value of a patent may depend on a title search and clean title history of the ownership rights of the patent. IP MATE [47 may perform numerous valuations of an IP asset based upon, for example, an industry standard valuation model, a valuation mode! of the owner, 8 valuation model of a potential buyer, a standard valuation model for the particular technology area, ete. 2s
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In various embodiments, IP MATE 147 performs valuation models based upon historical comparables, Values may be determined based upon comparable transactions.
The data for the comparable transaction may come from external data sources (e.g. the internet, other IP transaction dalabases), from historical transaction data stored on IP asset
S database 150, or from a combination of the two. The valuation may be based upon a cost valuation and a utility valuation. The value may also be a range of values. In various embodiments, IP MATE 147 may individually value a number of IP assets that have been grouped into a portfolio and may also determine a value of the portfolio based upon, for example, the strategic significance of obtaining ownership rights to all the IP assets in the it portfolio.
In various embodiments, IP Marketplace 115 determines factors associated with patent quality and produces a valuation based upon the factors. IP Marketplace 115 retrieves IP asset data from IP asset database 150, determines a plurality of factors associated with the value of the IP asset and determines, based at least partially upon the IP asset data, a valuation of the IP asset. IP Marketplace 115 may obtain patent data from a government data source associated with a government authority such as the United States
Patent and Trademark Office (“USPTQ™), the European Patent Office or a foreign patent governing authority. IP Marketplace 115 may, for example determine whether the inventorship on an inventor declaration is consistent with the inventorship on an application data sheet: determine whether the inverntorship on an assignment document is consistent with the inventorship on an assignment document; audit a chain of title associated with the patent; determine whether maintenance fees associated with the patent are up-to-date; determine whether a claim of invalidity against the patent exists; determine whether a request for reexamination of the patent exists; identify litigation associated with the patent; 2% determine a remaining period before the patent expires; identify licenses associated with the patent; identifying the rights granted in the licenses associated with the patent; determine, based upon patent rules of a country associated with issuing the patent, whether the claims of the patent can be amended; determine whether a duty of disclosure has been met for the patent; determine whether an information disclosure statement of the patent is cross 30 referenced in the file history of all patents related to the patent; determine whether a related patent application may be filed claiming priority to the patent; and/or determine whether an interference proceeding associated with a patent application was initiated, wherein the patent is the patent application.
Tn various embodiments, IP Marketplace 115 receives an inquiry from a user 103 {e.g.. a potential buyer). The inquiry comprises requested TP asset atiribuies such as price range, technology, time remaining on patent, conntriesfiurisdictions where the IP asset enjoys protection, number of related patents, ete. IP MATE 147 determines a match between the IP asset and the requested IP asset attributes and identifies the IF asset to the buyer. IP MATE 147 may search for matches on IP asset database 150 (internal search) or may search external data sources such as, for example, the Internet, proprietary databases, subscription databases and corporate databases. As such, IP Marketplace 113 may provide comprehensive matching of all available IP assels that a potential buyer may be interested fn. in various embodiments, IP MATE 147 creates a list of available IF assets that maich the requested IP attributes and provides the list to user 105. The list presented to user 105 may show the IP asset marketing data, a category, a subject matier associated with the IP asset, an industry associated with the IP asset and a unique identifier associated with the IP asset. Tn various embodiments, user 105 may select an IP asset from the list of IF assets and
IP MATE 147 creates a response providing more data about the selected IP asset. For example, the additional data may comprise the marketing document, a rating, a valuation, 56 contact information of the seller, ete. In various embodiments, the marketing document is in a markup language format and a web page is dynamically created based at least partially upon data in the IP asset database.
Mot only does IP marketplace 115 enable an IF owner to merchandize and catalogue an IP asset, but it also facilitates a complete IP transaction process. In various embodiments,
IP marketplace 115 receives, from a buyer, an inquiry comprising requested IP asset stiributes, matches an IP asset and the requested IP asset attributes and identifies the [P asset to the buyer, In various embodiments, a buyer indicates interest in purchasing or licensing the TP asset and IP MATE 147 creates a “deal room” on 1P Marketplace 115, The deal room is a virtual space, or data area on IP Marketplace 115 that may be dedicated to a specific IP 10 iransaction. The IP owner may invite a potential buyer (or potential licensees) into the data room to share data, tasks and milestones in an effort to streamline the deal making process.
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Thus, in various embodiments, the deal room enforces data permissions that may be specific to the IP transaction or to the users authorized to access the deal room,
In various embodiments, IP Marketplace 115 receives a due diligence (DD) request from the buyer for additional data on the IP asset that is being considered for a transaction.
In response to the DD request, IF MATE 147 may automatically create {e.g., by sliocating memory, creating custom interfaces, assigning permissions, etc.) the deal roont and send a approval request to the IP owner to allow the buyer access to the deal room. In various embodinients, in response to a DD request, IP MATE 147 sends an approval request directly to the IP owner and, upon approval, sends the requested DD information directly to the buyer. DD information may also be preauthorized for viewing by any buyer that requests i.
TP Marketplace 115 receives a purchase request (or a buy offer) from a buyer. The request may include exact terms ot the request may be an indication of a willingness to enter into negotiations. In various embodiments, in response to receiving the purchase request, IF
MATE 147 invokes an IP transaction workflow based upon a predefined process. The predefined process may include business rules and process steps and the business rules that are either standardized by [P Marketplace 115 or defined by the buyer, defined by the IP owner, defined by an industry standard, etc. In various embodiments, IF MATH 147 generates, based upon a standardized IP transaction workflow, a transaction task lst for a pending transaction associated with the IP asset and tracks the status of a plurality of tasks that comprise the transaction task list,
In various embodiments, the IP transaction workflow dictates the timing with which certain data permissions are activated {and deactivated) for various participants {e.g. buyer, seller, valuation experts, consultants, etc.) in the IP transaction. Thus, In various embodiments, the data permissions profile for a user 105 (or group of users) is associated with multiple levels of data security and the levels are determined at least partially by an IF : transaction workflow. For example, IP MATE 147 may determine that the buyer is permitted to view a set of documents {or a level of data) based upon a status of a negotiation between the buyer and an owner of the IF asset, the receipt of a payment {or other " document) from the buyer, an approval by an owner of the IP asset, an approval of a licensee 3 of the IP asset, etc.
In various embodiments, IP Marketplace 115 enables the buyer to perform a custom valuation of the IF asset. For example, IP Marketplace 118 receives a request from the buyer for a custom valuation of the IP asset; IP MATE 147 determines the algorithm and data inputs for the custom valuation and performs the custoro valuation of the IP asset. fn various smbodiments, IP Marketplace 115 comprises interfaces and communication functionality to facilitate online negotiation with between participants of an IP transaction. § iP Marketplace 115 may also include a scheduler that accesses IP asset database 130 to determine a physical meeting place that may support a “live” yoeeting between participants of an IP transaction. In various embodiments, membership in the IP Marketplace provides access to resources and facilities associated with the IF Marketplace.
Tn various embodiments, IP Marketplace 118 facilitates a referral network of service providers. IF asset database 130 includes a directory of service providers and IP
Marketplace 115 includes an interface that allows a user 103 to request a service provider. 1 MATE 147 may execute an algorithm to deferraine an appropriate service provider {0 maich with a user 103.
IP Markeiplace 115 also supports post-1P transaction activiiies such as tracking patent or trademark fees and calculating royalty payments. In various embodiments, IP
Marketplace 115 obtains transaction data defining an IP Hoensing transaction, analyzing the transaction data to determine royalty payment terms snd facilitates collection of roysity payments based upon the royalty payment terms, The I¥ transaction data may be retrieved from IP asset database 150 (e.g. if the transaction was facilitated by the marketplace} or may be entered by the IP owner on a user interface provided by IP Marketplace 115
Royalty payment terms may include a payment schedule. a royalty base, a royalty calculation and a royalty report description. Based upon a schedule defined at Jeast partially by the royalty payment terms, IF Marketplace 115 sends a royalty report reminder and/or royalty payment reminder to a licensee. IPF Marketplace 115 receives a licensee report associated with the IP licensing fransaction. In various embodiments, IP MATE 147 analyzes the Heensee report and calculates, based upon the royalty payment terms, at least one of a royalty due amount and a royalty base. IP MATE 147 creates a ravalty invoice and iP Marketplace 115 sends the invoice to the licensee. IP Marketplace receives a royalty payment, notifies the IP owner of the royalty payment and, in various embodiments, verifies the amount of the royalty payment. In various embodiments, the royally payment may be paid using an acoount the licenses has with IP Marketplace 113. For example, in various embodiments, 1P Marketplace 115 includes transaction account functionality and issues
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WO 2013/039638 PCT/US2012/050851 transaction accounts to its members. Royalty payments may be made by a licensee via a transaction account and IP Marketplace 115 may debit the loensee’s account and credit an
IP owner's transaction account,
In various embodiments, IP marketplace 115 also enables automated audit of data submitted to the system. For example, IP marketplace 115 performs an automated audit of a licensee report, sends a report based upon the audit and may determine, based IP transaction data, a penalty associated with non-compliance by the licenses. In various embodiments, iF
Marketplace facilitates recording an IP transaction by, for example, creating a report based upon the IP Hoensing transaction and sending the report to a ficense recording authority. i Tn various embodiments, IP Marketplace 115 includes membership accounts. [FP
Marketplace 115 may provide incentives to conduct transactions, or perform other activities via the system. The incentives may include one of more of a lower Annual Percentage Rate {APR} on a transaction account, a discount on the finance charges, a rebate on finance charges, a cash bonus, a cash-back amount, membership reward points, reduced renewal fee, 13 achievement credit toward a future incentive, increased credit line, increased spend line, statement credit, gift vouchers, gifs, special privileges, special access passes {e.g., back- stage pass). The incentives may be selected using a tiered incentive model, In various embodiments, an achievement credit comprises a credit or increment of a balance, In various embodiments, a discount is a reduction in the amount of finance charges accrued {or fees assessed) on the transaction account, A rebate may be a refund and/or credit of a portion of finance charges accrued (or fees assessed) on the transaction account. For example, a rebate may be sent to a customer {of credited to a customer account) several months afier criteria for an incentive have been satisfied. fi: various embodiments, 1P marketplace 115 may provide the selected incentives to 35 user 105 by updating its internal databases as well as communicating the incentive information to user 10S through various means known in the art. For example, iP marketplace 115 may adjust future billing statements of user 105, update consumer's 105 transaction account to reflect the incentives that the consumer has accrued, and/or send user 10% incentive related communication in subsequent billing statements or separately via email, facsimile or post. fn various embodiments, IP Marketplace 115 enables cornmercial transactions involving the exchange of monetary value for goods, services, or other value beiwesn remote individuals, such as users of a distributed computer network or Internet users, The present invention also provides remote purchasers with means for making a secure, confidential transfer of funds; means for immediate initiation of shiproent by a seller: means for releasing funds to a seller only after approval of the goods, services, or other value received from the seller; means for demonstrating proof of payment; and means for having some level of recourse against a remote sefler. More particularly, the invention facilitates conunercial transactions by suitably coordinating the transfer of financial tender from a financial account associated with a first party to a Seancial account associated with a second party in exchange for the transfer of an IP asset, goods, or services from a second party to a 1h first party. Additional details are disclosed in U.S. Application Serial No. 12/242,739 entitled “Systems And Methods For Facilitating Transactions” and filed on September 34, 2048, , which is hereby incorporated by reference in its entirety.
In various embodiments, IP Marketplace 113 provides lending services and/or support to lending institution. For instance the buyer of an IP asset may want 10 use credit to pay for a portion of the IP transaction. IP Marketplace 115 onables a structural risk analysis.
Outputs of a total structural risk model can be used in any business or market segment that extends credit or otherwise needs to evaluate the creditworthiness of a particular consumer.
As such, the marketplace may facilitate evaluating credit risk and securing credit for ils yoembers, 24 Modeling consumer risk includes, in various embodiments, obtaining consumer data, modeling and/or processing the consumer data, and creating an output. The output may then be used to make business decisions. In various embodiments, the present invention uses a varity of data {e.g., consumer data) in conjunction with several modeling/processing procedures to assess risk.
A debt obligation includes any obligation a consumer has to pay a lender money.
Any extension of credit from a lender to a consumer is also considered a debt obligation. A debt obligation may be secured or unsecured. Secured obligations may be secured with either real or personal property. A loan or a credit account are types of debt obligations, A security backed by debt obligations is considered a debt obligation itself. A morgage includes a loan, typicaily in the form of a promissory note, secured by real property. The real property may be secured by any legal means, such as, for example, via a mortgage of deed of trust. For convenience, a mortgage is used herein to refer to a loan secured by real
Paces ents
WO 2013/039638 PCT/US2012/050851 property. An automobile loan includes a loan, typically in the form of a promissory note, which is secured by an automobile. For convenience, an automobile loan is used herein fo refer to a loan secured by an automobile.
A lender is any person, entity, software and/or hardware that provides lending services. A lender may deal in secured or unsecured debt obligations. A lender may engage in secured debt obligations where either real or personal property acts as collateral. A lender need not originate loans but may hold securities backed by debt obligations. A lender may be only a subunit or subdivision of a larger organization. A mortgage holder includes any person of entity that is entitled to repayment of a mortgage. An automobile loan holder is any person or entity that is entitled to repayment of an atomohile loan. As used herein, the terms lender and credit issuer ray be used interchangeably. Credit issuers may include
Gmancial services companies that issue credit to consumers.
A trade or tradeline includes a credii or charge vehicle typically issued to an individual consumer by a credit grantor. Types of tradelines include, for example, bank loans, credit card accounts, retail cards, personal ines of credit and car loans/leases.
Tradeline data describes the consumer's account status and activity such as, for example, names of vompanies where the consumer has accounts, dates such accounts were opened, credit limits, types of accounts, balances over a period of time and summary payment histories. Tradeline data Is generaily available for the vast majority of actual 30 consumers. Tradeline data, however, typically does not include individual transaction data, which is largely unavailable because of consumer privacy protections, Tradeline data may be used to determine both individual and aggregated consumer spending patierss. 8s described herein.
Internal data is any data a credit issuer possesses Of ACqUITSs pertaining 10 4 particular consumer. Internal data ray be gathered before, during, or after a relationship between the credit issuer and the consumer, Such dala may include consumer demographic data. Consumer demographic data includes any data pertaining 10 a CONSUMET. Consumer demographic data may include consumer name, address, telephone number, email address, employer and socal security number. Consumer transactional data is any data pertaining to the particular transactions in which a consumer engages during any given time period.
Consumer transactional data may include transaction amount, transaction time, transaction vendor/merchant, and transaction vendor/merchant location. Transaction vendor/merchand 3z
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WO 2013/039638 PCT/US2012/050851 lncation may contain a high degree of specificity to a vendor/merchant. For example, transaction vendor/merchant location may include a particular gasoline filling station in a particular postal code located at a particular cross section or address. Also for example, transaction vendor/merchant location may include a particular web address, such as a
Uniform Resource Locator (“URL”), an email address and/or an Internet Protocol ("IP") address for a vendor/merchant, Transaction vendor/merchant location may also include information gathered from a WHOIS database pertaining to the registration of a particular web or IP address. WHOIS daiabases include databases that contain data pertaining to
Internet IP address registrations. Transaction vendor/merchant, snd transaction vendor/merchant location may be associated with a particular consumer and further associated with sets of consumers. Consumer payment data includes any data pertaining loa consumer's history of paying debt obligations. Consumer payment data may include consumer payment dates, payment amounts, balance amowtt, and credit fmt, Internal data may further comprise records of consumer service calls, complaints, requests for credit line increases, questions, and comments. A record of a consumer service call includes, for example, date of call, reason for call, and any transeript or summary of the actual call.
Internal dats may further comprise closed-loop data and open-loop data. Closed- loop data includes data obtained from a credil issuer's closed-loop transaction system, A closed-loop transaction system inclodes transaction systems under the control of one party.
Closed-loop transaction systems may be used to obtain consumer transactional data. Open- loop data jncindes data obtained from a credit issuer's open-loop fransaction system. An open-loop transaction system includes trapsaction systerns under the control of multiple parties.
Credit bureau data is any data retained by a credit bureau periaining to a particular copsumer. A credit bureau is any organization that collects and/or distributes consumer data. A credit bureau may be a consumer reporting agency. Credit bureaus generally collect : financial information pertaining to consumers. Credit bureau data may include consumer account data, credit limits, balances, and payment history. Credit bureau data may include credit bureau scores that reflect a consumer's creditworthiness, Credit bureau scores are developed from data available in a consumer's file, such as the amount of Hnes of credit, payment performance, balance, and number of tradelines. The data available in a consumer's file is used fo model the risk of a consumer over a period of tire using statistical regression
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WO 2013/039638 PCT/US2012/050851 analysis, In various embodiments, those data elements that are found to be indicative of risk are weighted and combined to determine the credit score. For example, each data element may be given a score, with the final credit score being the sum of the data element scores.
In various embodiments, IP Marketplace 115 determines or accesses consumer information that includes a comprehensive consumer default risk value for a consumer. One method comprises obtaining consumer credit data relating to the consumer, modeling consumer spending pattern of the consumer using the consumer credit data, and calculating the comprehensive consumer default risk value for the consuruer based upon the consumer credit data and the consumer spending pattern. In various embodiments, the method includes obtaining internal data relating to the consumer and further calculating comprehensive consumer default risk value for the consumer based upon the internal data.
In various embodiments, determining the default risk value of the consumer may also include receiving credit bureau data related to multiple accounts of the consumer and for a previous period of time, identifying balance transfers into, or out of, those accounts, discounting any spending identified for any of the accounts for any portion of the previous period of time in which a balance transfer to such account is identified, and estimating 8 purchasing ability of the consumer based on the credit bureau data and the discounting.
The invention includes a method for facilitating earning loyalty points, wherein the lovalty points are associated with a geographic area, and the method includes: receiving purchase data; determining a geographic area related to the purchase data; determining an amount of geographic area loyalty points based on the geographic area information and purchase data; and updating the loyalty account with the geographic area loyalty points.
Receiving purchase data may include: receiving and storing manufacturer item identifiers; receiving and processing a consumer ID; receiving and processing purchase data, wherein the purchase data comprises a retailer item identifier; associating at least two of consumer
ID, purchase data, and a manufacturer item identifier; and performing an analysis that is dependent upon the step of associating.
The invention also facilitates redeeming loyally points, wherein the loyalty points are associated with a geographic area, by maintaining a database for storing geographic area loyalty points in a loyalty account corresponding to a participant; receiving a request related to a requested geographic redemption area to redeem an amount of the geographic area loyalty points; determining if the requested geographic redemption area is associated with
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WO 2013/039638 PCT/US2012/050851 the geographic area loyalty points; and, adjusting the loyalty account based upon the amount of geographic area loyalty points.
The invention further includes redeeming geographic area loyalty points in a pre- determined geographic area. The determination of a geographic area may be accomplished by using at least one oft zip codes, retailer identification codes, retailer item identifier, store identifier, warranty data, service establishment codes, SKU codes, UPC manufacturer codes, consumer 1D, retailer ID, manufacturer ID, purchaser profile, consumer enrollment data, retailer loyalty identifier, consumer account, aggregate consumer account, consumer profile, supplementary member profile, and third pasty provider information. Caleulating the {¢ geographic ares loyalty points may include using at least one of g formula, ratio, percentage, consumer level, global positioning system information, point level, retailer level manufacturer level, and reward level. The method may be implemented by an interactive, online computer system and may further include informing a conswner of the loyalty points in real-time at a point-of-sale, a suggestive sale in a geographic area, pooling, gifting and transferring the geographic area loyalty points or receiving purchase data includes receiving consumer data from a dual use transaction card. More details regarding geographic systems and loyalty point systems which way be incorporated into various embodiments of the present invention are disclosed in US. Patent Application No. 10/708,570 entitled “Geographic Loyalty System And Method” and filed on March 11, 2004; US. Patent
Application No. 10/304,251 entitled “System And Method For The Transfer Of Loyalty
Points” fled on November 26, 2002, U.S. Patent No. 7,398,225 entitled “System And
Method For Networked Loyalty Program” filed on April 17, 2001; and, U.S. Patent No. 7.398.226 entitled “System And Method For Networked Lovalty Program” filed on
November 6, 2001, which are hereby incorporated by reference in their entirety. 235 IP Marketplace 118 may offer a savings program io is members which creates discounts on transactions at specific, program-enrolled merchants and/or based upon consumer spending. In various embodiments, 1 Marketplace 113 enables systematic and automatic discount to consumers when they use their transaction account for payment.
In various embodiments, participants in the IP Marketplace may carn loyalty points, redeern loyalty points, receive advanced loyalty points and receive a cash advance associated with loyalty points. In various embodiments, as discussed above loyalty accounts may be associated with executing a transaction or using a preferred service provider.
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WO 2013/039638 PCT/US2012/050851
An exemplary system and roethod of the present invention is generally described, in terms of a transaction phase, a transaction authorization and setflement phase, and an account reconciliation phase. During the transaction phase, a loyalty program participant {e.g., a consumer) desiring to spend accumulated loyalty points selects products or services for purchase from an individual merchant or a shopping/redemption network of merchants.
For example, in an online transaction, the participant may select a “pay with loyally points” hyperlink button, thereby invoking a process to convert accurnulated loyalty points to some currency value such as a credit to a participant's financial transaction account. Afier selecting a given product or service to purchase, the participant provides his or her transaction card number and the transaction is processed as with any other transaction.
Additionally, in various embodiments, before the transaction is allowed to go forward, the account rpanager verifies that sufficient credit is available ou participant’s financial transaction account and/or sufficient lovalty points are available in participant's loyalty account, In this case, a charge authorization system is accessed to compare the iransaction details with account information stored in the participant's loyalty account and the participant’s transaction account.
During this verification process, the account manager's loyalty system middleware determines the appropriate number of loyalty points to use by implementing a conversion processor that converts the participant's loyalty points to an appropriate currency equivalent {eq 100 loyalty points = $1 US). For example, taking into account the 130 to 1 conversation ratio, if the transaction amount is $100.00, the loyalty point equivalent would be 10,000 points. If the participant confirms the use of designated loyalty points to complete the purchase, the participant's loyalty account is reduced by the appropriate number of loyalty points and the merchant proceeds with the transaction authorization and settlement phase to complete the transaction.
During the account reconciliation phase, the accounts receivable system reconciles the charge for the particular transaction with a credit from the participant’s loyalty account.
In various embodiments, for each charge where the participant selected to pay with loyalty points, there will be a corresponding and offsetting charge to the account. In another embodiment, where the account participant desires to pay ouly part of the fransaction amount with loyalty points, the loyalty credit will only partially offset the merchant charge and the remainder will be paid with the participant's transaction card.
Tn various embodiments, an account participant is issued a number of advanced fovalty points io facilitate a purchase when a loyalty account balance is not sufficient to complete such a transaction. Using a number of preset rules and criteria, an account manger calculates a number of points available to sn account participant as an advance. According 3 io this point advance embodiment, the account participant may subsequently utilize the advanced loyalty points to purchase goods and/or services from the account manger or any merchant that accepts the loyalty points. The user is allotted a period of time for which to earn enough loyalty points to offset the loyalty point advances, If, at the end of the allotted period of time, a balance of advanced loyalty points has not been offset, then the account manager may charge the participant an amount equal to the currency value of the loyalty points at the time of the advance. In various embodiments, to determing the number of loyalty points available for advance, account manager may consider consumer information (e.p., participant and financial account stiribules). These attributes may include, for example, the participant's account history, other parties responsible for the participant's account, the length of time the participant has been enrolled in the loyally program, the praduct type associated with the loyalty account, the intended use of the points, and/or the like. For example, participants may be classified into tiers according to the type of financial instrument associated with the loyalty account. The available points for advance may also change depending on how quickly a previous advance is replenished, or the available advance points may increase as each previously advanced point is replenished. Practitioners will appreciate that the calculation of loyalty points available for advance may be based on any nuntber of characteristics and variables.
Thus, a loyalty point transaction may include a participant desiring to apply loyally points to facilitate a particular transaction over a computerized network such as the internet: (1) uses his or her charge card number to roake an online purchase, {2) associates the charge card account with a loyalty account; and (3) fovokes a process to apply a currency value credit (corresponding to a defined amount of loyalty points} to the participant’s designated charge card account. This currency value credit may offset all or part of a corresponding purchase. Therefore, loyalty points are not used to make the purchase, but may be used to offset at least part of a corresponding charge. The integration of the loyalty program and existing transaction {(e.g., charge card) account processing systems is undetectable to the merchant in that the merchant may be unaware that the customer is using loyalty points to offset at least part of the charge. Additional embodiments relate to the crediting of a variety of different accounts to facilitate particular transactions. For more information regarding loyalty points and loyalty point advance features, see US. Application Serial No. 11/348,203, entitled "Systems And Method For Issuing And Using A Loyalty Point
Advance” and filed on October 10, 2006 which hereby incorporated by reference in iis entirety.
In various embodiments, an action on IP Marketplace 115 is associated with a loyalty point advance or a loyalty point cash conversion. The system receives a request from a consumer to exchange loyalty points for a purchase of an IP asset or fo pay a service 1 provider. The system issues a loyalty point advance to the loyalty account of the consumer to facilitate the purchase. In various embodiments, a desired consumer behavior is associated with accumulating loyalty points, depleting the loyalty point account, closing the loyally account, closing a second loyalty account, transferring loyalty points from a second loyalty account, or redeeming loyalty points. i3 In various embodiments, the aystem may determine a time period during which the consumer may carn loyalty points to offset the loyalty point advance and a positive behavior ceward associated with an incentive may involve offsetting at least a portion of the loyalty point advance in response to the determining the desired behavior attribute is satisfied. In various embodiments, the system charges a transaction account associated with the consumer for the amount of the purchase minus the cash value associated with the loyalty point advance, However, in response to determining the desired behavior for an incentive is satisfied, the system may reward the consumer by crediting the transaction account for the cash value associated with the loyalty point advance.
In various embodiments, IP Marketplace 113 includes functionality to enable 75 opportunity, product and/or service development, evolution, refinement and funding. This “Start Up Zone” (not pictured in Figure 1B} area of IP Marketplace 1 15 may be used by an entity to organize, design, develop, showcase, receive feedback, receive expert advice, construct, fund, market and sell IP such as a digital product or a digital service {collectively “digital product”). In various embodiments, IP Marketplace 115 includes a multitude of tools such as, for example, a search tool, a statistical scoring tool, an access configuration tool, an interactive assessment tool, a recommendations tool, a storage tool, a feedback tool, an expert advice tool, a web recording tool, a market research tool, a project management
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WO 2013/039638 PCT/US2012/050851 tool, a prototype tool, a demonstration tool, a connect and recommend tool and a mobile alert tool.
A user may access Start Up Zone and its associated tools via an online portal. The tools available to the user at the online portal may be a customized set of tools, For example, the user may configure the online portal by purchasing acoess to tools from an ala carte menu of tools. IP Marketplace 115 may determine the tools available to the user based upon, for example, a user subscription level, the industry, the type of user, or characteristics of the digital product. For example, IF Marketplace 115 may make available to the user a different set of tools if the digital product is a game, than if the digital product is a business application. Furthermore, in various embodiments, IP Marketplace 115 is configured to facilitate the application of standardized processes to a product development lifecycle (e.g. for an entrepreneur). For example, IP Marketplace may configure a market resgarch toot differently for a user that is developing a high-priced business application, than for a user who is developing a $0.99 app for use on a mobile phone.
The interactive assessment tool enables the application of standardized processes, assessments and evaluations to a product development effort. In various embodiments, the interactive assessment tool is used by Start Up Zone to gather standardized data regarding an opportunity, a project and/or a product or service. The too] is set up with discrete steps in the product development process, such as define target segment, size market, define value proposition. For each step, the tool Is pre-defined with a number of questions to help the entrepreneur assess and benchmark the state of product development. The questions are both qualitative and multiple choice in nature. The tool will compute the inputs from the entrepreneur to calibrate within its database and peer universe from other entrepreneur to provide guidance on the state of product development and identify areas where further research/validation would be useful to further enhance likelihood of success.
The search tool allows a user to find experis based upon search criteria. For example, a user may search for an expert based upon the relevance of the expert to g product heing developed. In various embodiments, Start Up Zone determines a relevance score for each expert among the plurality of experts and the relevance score is at least partially based upon an industry, a skill set of the expert, a reputation of the expert, a cooperativeness factor, an effectiveness factor, a qualification and/or a location. The score for the expert will incorporate the inputs from the statistical scoring tool, that will calibrate from general web content generated by the expert, level of activities/interactions with the experts on the
Startup Zone, and ratings (both in terms of mean and variances) for the expert as well as the level of authority of users providing the ratings within the Startup done community. The search tool enables the user to search for the expert based upon the relevance score, or for any of the data upon which the relevance score is based.
The statistical scoring too enables a user to review and interpret feedback received regarding a digital product and/or an opportunity. The statistical scoring tool may utilize any statistical scoring, forecasting, prediction or simulation method now known or later developed. Feedback may include a score, 4 rating, an offer to purchase, an offer to invest, a recommendation, a critique, a comparison, verbal advice, writien feedback, numerical feedback, ete. The statistical scoring tool will balance the calibration of rankings / ratings in terms or mean, variance, size of universe, and the level of authority of those providing the ratings / rankings within the Startup Zone community.
The access configuration tool enables a user 10 specify who, when, how and what type of data other users of the Start Up Zone may he able to view about an opportunity or digital product. Permissions are configurable by the user and may be stored at the entity {&.g., user or company) or opportunity (e.g. digital product) level, The Start Up Zone may enable various levels of permissions to accommodate the complex set of users, data and steps associated with a product development effort. For example, a user may wish to grant atechuical expert access to technical documentation for a digital product while keeping such datafinformation hidden from a marketing consultant, Fusthenmore, an investor who is subject to a non-disclosure agreement (NBA), may be granted full access to all the data stored in IP asset database 150 for a particular digiial product,
As discussed previously, the secure and authorized access to data in the Start Up
Zone is enabled by workflow engine 148 and processes defined in IF asset database 150, IP
MATE 147 includes robust user and permissions logic. In various embodiments, upon receipt of a data request, permissions are verified by IP MATE 147 and/or a webservice invoked by IP Marketplace 115. Permissions may be associated with the IP documentation and other data stored for an IF asset. 36 The web recording tool enables the recording and storage of data exchanged in the
Start Up Zone. For instance, the Start Up Zone may enable a user to access a product design expert via chat or instant messaging functionality. The digital data exchanged may include
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WO 2013/039638 PCT/US2012/050851 text, audio {e.g., voice), graphics, video ete. The web recording tool enables a user to record the data offered by the expert. The web recording tool is also configured to allow the user (0 associate notes, tags and other data to the recorded data, in order to enhance the organization and usability of the recorded data. 3 The market research fool is an interactive tool that leverages the traditional market research methodologies (e.g. focus group, survey, conjoint analysis) to help entreprensurs © a} identify which methodology is more appropriate, b) design the study, ¢) seek inputs from experts regarding design, administration, and analysis; d) interpret study results. The tool will also showease sample studies and analysis. ig The project management tool enables users (0 schedule, manage, track and/or assign tasks. The tool also enables a user io track milestones, send status reports and receive status reports. In various embodiments, the project management tool includes a facility to drafi, review and modify notes regarding various activities, tasks, ideas and events. The tracking of milestones can also be presented to a potential investor or a client. tS The prototype tool is specifically designed to help entreprenewrs who have completed the initial steps of product development (such as define segment, size market, define value proposition). This tool will define steps to build a prototype in a systematic fashion {e.g. draft design, design architecture, define generation 1 functionalities, test}.
Along each step, the tool maps out the “how 10” recommendations with features that allow 30 the users to solicit feedback and validation from experts and potential customers.
The deraonstration tool will host and present the prototype to potential investors and customers with the milestones from the market research tool, prototype tool, and tournament results. It will allow potential investors and clients to evaluate various prototypes with metrics from the tournament, market research tool and prototype toot with additional context 25 in the product development cycle.
The connect and recommend tool provides social networking functionality in the
Start Up Zone. For example, users can search for and comect to each other and send and receive feedback, advice and recommendations from the online community. Users can send links to another user to connect with a member in his/her online network with specific information about the nature of engagement, areas of mutual interest, and provide an introduction for the two parties. The user can also define and solicit the type of members he/she wants to connect with, The tool will recommend members from the online community and the shortest way to connect with these recommended members leveraging the user’s existing network of contacts within the Startup Jone.
The mohile alert tool enables an alert to be automatically generated and sent to a user. The alert may comprise an email, a text message, a phone call and/or an indicator on the user's online portal. The mobile alert may be triggered by any event captured by the
Start Up Zone. For example, the Start Up Zone recognizes a connection to the user's product page, a download of a product and/or receipt of 8 recommendation, a score, Of feedback. Furthermore, in various embodiments, a mobile alert roay be generated by the project management tool {e.g., upon the completion of a task, to alert a scheduled item, etc.) 16 The Start Up Zone enables a user to enter information regarding an opportunity, such as for example, a digital product. The information may be entered according to a standardized process. For instance, Start Up Zone presents a first question in a lemplate, where the template includes fields which request standardized data for assessing the standardized product. The Start Up Zone receives a response to the first question and the fest response is stored in IP asset database 150 as standardized data associated with the opportunity, The Start Up Zoue or one of its components (e.g. IP MATE 147) determines a second question based at least partially upon the response to the first question. For instance, the Start Up Zone may determine from the response to the first question that the user is an entrepreneur and formulate a second question fn order to determine what stage of the product Hfe cyele the product is in
In various embodiments, based upon this interactive assessment process, the Start Up
Zone configures an online portal for the user that provides a phualily of tools to the user.
The Start Up Zone may acquire (e.g. via user input) opportunity data such as, for exaraple, a tite, a description, a product image, and/or a link to product information. The Start Up
Zone may validate the opportunity data based upon predefined rules. The user may provide a digital upload of the digital product {o the Start Up Zove.
The Start Lip Zone may also determine based upon the product and/or based upon the interactive assessment process, a standard set of processes for developing the product. The
Start Up Zone may create a marketing package, a demonstration or a web page at least : 30 partially based upon at least one of the opportunity and the digital product.
The Start Up Zone may receive feedback associated with a product, a project, eto from a user. The user may be, for example, a member of the online community (e.g. an
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WO 2013/039638 PCT/US2012/050851 inventor or entrepreneur), a service provider (e.g. a consultant, a lawyer or an expert), a product tester or an investor, The Start Up Zone may also allow a user to request and download a digital product. For example, a user may be a product tester or a potential customer, that downloads a digital product and uses it for a period of time. The user may provide a product evaluation of the product. The Start Up Zone may determine a product score for the digital product. For example, the product score is determined. in various embodiments, based upon a number of downloads of the digital product, a usage duration of the digital product and/or a product evaluation of the digital product.
The Start Up Zone may provide a user with various methods to receive assessments and advice regarding a product, a service, a project, or a task involved with developing any of these. For example, as discussed previously, the Start Up Zone may include a search tool that enables a user to identify an expert and receive foedback from the expert. The expert may be an industry expert, a member of the media, a judge in g product tournament and/or an investor. In various embodiments, choosing an expert that may be relevant to the user is based upon expert rating databases, qualifications, peer ratings, industry knowledge and/or experience. The Start Up Zone may determine a relevance score for the expert. In various embodiments, the relevance score includes an expertise score and a cooperativeness score.
The cooperativeness may indicate, for example, how oasily others that have relied on the services of the expert were able to contact the expert and/or whether the expert was able to provide relevant and/or timely feedback.
The Start Up Zone may also provide a marketplace for offering expert and/or consulting services and determining a price for those services. For example, pricing for an expert may be a flat rate, a metered (e.g. by the minute) rate or a price determined based gpon an auction. In various embodiments, Start Up Zone enables a user {e.g entrepreneur) to bid on the services of an oxpert {or a number of experts) and/or have experts bid © provide a service. In various embodiments, au expert may provide feedback in a variety of ways. For example, feedback may include a score, 4 rating, an offer to purchase, an offer to invest, a recommendation, a critique and/or a comparison, In various embodiments, feedback is given interactively, for example, in an online meeting or chat session. 36 The Start Up Zone may aid entrepreneurs and/or facilitate the development and identification of desirable or high quality products by conducting a product tournament. in various embodiments, Start Up Zone may identify products eligible for a tournament, while in various embodiments, entrepreneurs may opt-in to a tournament. A plurality of judges may download, use, rate, score and/or provide feedback for a digital product. Tournaments may be scored based upon formal feedback of judges or based upon unstructured feedback of a crowd. For instance, tournaments may be scored based upon a crowd-sourcing feedhack model. Tournament judges may also include, for example, investors, indusiry experts, consumers and an appointed panel.
Tournaments may include one or more rounds. In various embodiments, Start Up
Fone determines the score of a digital product for a first round of the tournament,
Determining the score may be based upon at least cue of a number of downloads of the first dightal product, a usage duration of the first digital product, a product evaluation of the frst digital product, and/or a ranking of the first digital product. In various embodiments, Start
Up Zone applies a predetermined scoring algorithm fo aggregaie a plurality of scores received from the plurality of tournament judges. For a multi-round tournament, Start Up
Zone may determine the winners of the first round and those winners advance to a second round. Prizes may be awarded for participating, scoring above a certain level, advancing to a subsequent round and/or winning a tournament. A prize may include, for example, a credit toward the Start Up Zone online portal and the use of the plurality of tools provided by the Start Up Zone. In various embodiments, a tournament participant may have the opportunity to modify or enhance a product during the tournament. For example, based upon feedback received during the first round of a tournament, a participant may develop 8 second version of a digital product which will be judged during the second round of the tournament,
In various embodiments, IP Marketplace 115 includes a variety of channels in an “IP
Channel Guide” that may be useful to a user in commercializing an IF asset and/or an IF portfolio. A channel may include tools, interfaces and third party service provider linkages for TP portfolios, IP assets, companies, industries, otc. A channel may be, for example, an internal tool, relevant content, a service provided by IP Marketplace 115, an external tool, 4 third party service, a partner website, and/or the lke. A channel may have many subchannels associated with the channel. The subchannels may vary depending upon a myriad of factors such as, for example, the user, IP assets associated with the user, a workflow associated with the user and or IF assets, a user's channel usage, a users IF portfolio, ete. Content provided via channels and subchannels may include, for example,
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WO 2013/039638 PCT/US2012/050851 specific technologies that exist or are being developed; the companies, research centers, incubators, technology centers and universities that have created or are developing the technologies; the service providers specializing in a certain technology, market or industry; the experts in a field; buyers, investors, sellers and licensees in the field and what they are looking for, and the like.
For exarnple, a member of the licensing department for a large biotech company may use IP Marketplace 113 to develop the commercialization strategy for an IP portfolio. 1P
Marketplace 115 presents channels, tools and service providers that “make sense” based upon what IP Marketplace 115 “knows” about the user, the user's company, their IP assets 1 and portfolios, investor information, previous IP commercialization efforts, and/or the like.
Thus, IP Marketplace 115 enables an organization to focus on the commercialization effort and allows the organization to expand their marketing and distribution outreach and to find out ahout and access IP tools that may have not been known to the organization. iP Channel Guide groups channels into channel groupings. For example, IP MATE 147 determines that a company owns a number of IP assets in a particular industry that have net been commercialized (e.g. licensed) and determines a customized grouping of channels that may be of interest to the company. IP Channel Guide is an online user interface. In various embodiments, access to channels and channel groupings may vary depending upon the user profile. For example, some users may have access to all or any portion of the 26 functionality of IP Marketplace 115, to channels only, to marketing channels only, and/or the Like. In various embodiments, IP Marketplace 115 provides a variety of interfaces that present channel groupings in an IP Channel Guide interface,
In various embodiments, IP MATE 147 retrieves user profile data from user database 140. The user profile data may include, for example, company information, a company hierarchy, partner and affiliate information, transaction data, associated buyers, associated sellers, associated inventors, an industry, a technology, a commercialization strategy, business rules, and/or a commercialization workflow. IP MATE 147 retrieves IP asset data, based upon the user profile data, from an intellectual property (IP) asset database. IP MATE 147 may determine channels and chanvel grouping based upon the user profile data, the IP asset data and/or other configuration data.
IP Channel Guide may be any graphical user interface and employ any user interface style, theme and/or strategy. In various embodiments, IP Marketplace 115 includes a inezs ania
WO 2013/039638 PCT/US2012/050851 channel customization tool that enables a user, company and/or other entity to define, customize and/or personalize a channel interface. For example, a user views the channel guide and identifies a channel that is not being used (e.g. an “empty” channel). The user clicks on the unused channel and the system prompts the user to enter information io
S configure the channel; ie. “pew channel parameters” For example, configuration information roay include the URL associated with the channel, a category © associate with the channel, etc, In various embodiments, the new channel parameters comprise at least one of & category, a favorite list, a link, a uniform resource locator (URL), a customized web page, a social networking web site, a priority order, a channel sponsor, 8 color, a logo, a 16 graphic, a description, and an extensible markup language (XML) file. Marketplace 115 saves the new channel parameters and configures the channel guide interface based upon the new channel parameters.
The IP Channel Guide may include customized channel groupings, access © internal company tools, features of the company’s IP portfolios, and/or the like. In various embodiments, a company may configure the IP Channel Guide to be at least partially determined and driven by a workflow. For example, the channel interface may be standardized based upon a company’s IP conunercialization workflow. If an IP asset or portfolio is in a particular commercialization stage, the company may wish to present users (e.g., the licensing staff) with a particular set of channels and/or may choose © group the channels in a particular manner, Another example of chanuels being at least partially determined by a workflow is that IP MATE 147 may present channels {0 a user during the IP disclosure and approval process depending upon, for example, the type of inventor involved, the type of IP assets being disclosed, eto. In various embodiments, IP Marketplace 115 may use a defined workflow to, for example, determine and prioritize channel search results, determine subchannels, present chanuel suggestions io the user, ete. For example,
Marketplace 115 may determine that a user owns {of is associated with) an IP asset that has heen offered for sale but has not received many bids from potential buyers. Based upon the workflow of an IP commercialization strategy, IP Marketplace 115 may determine channels that are relevant to the current siate of the IP asset and recommend the channels to the user,
In various embodiments, the subchannels associated with a channel vary depending upon a workflow associated with a user, an IP portfolio and/or an IP asset.
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IP Channel Guide channel groupings may present channels in any order or priority.
For example, in various embodiments, IP MATE 147 determines the channels that are most relevant, most effective, most useful, and/or most popular and emphasizes those channels (e.g. on the top of the list, with different fonts or colors and/or in a separate portion of the channel interface). Channels may be predefined (e.g., through a configuration or channel registration process) in {P Markeiplace 115 and channels may also be identified by IF
Marketplace 115 in real time; for exauple, IP MATE 147 may execute a search of external data sources and/or the internet to identify marketing or distribution channels and other tools that may be relevant to a user. In various embodiments, channel providers register a channel with IP Marketplace [15 via a channel registration interface. The interface enables the channel provider to define the capabilities of the channel and to associate the channel with categories and subcategories.
As mentioned briefly above, in various embodiments, IP Marketplace 115 enables search functionality. A user may search for channels based upon 2 myriad of channel parameters, content, characteristics and stored metadata regarding the channels, IP
Marketplace 115 may provide a channel search interface where the user may enter search criteria. In various embodiments, search criteria may not be received via a channel search interface and may be received via, for example, an APL a web request, an XML file, etc. IP
Marketplace 115 receives a channel search reguest and searches based apon the channel 36 search request, channel! data io determine search resulis. The search results may comprise channels, subchannels, service provider advertisements, a grouped set of channels, ete. The chanuel data comprises at least one of channel metadata, channel registration data, channel attributes and channel content. IP marketplace 115 presents the search results to the user in a search results interface to the user. In various embodiments, the search results interface is similar to the IP cannel puide interface. In various embodiments, the search request may comprise a keyword search, a parameter based search or a semantic search. In response to determining that a semantic search request has been received, IP Marketplace 115 may perform word sense disambiguation on the search request in order to generate more relevant and/or accurate search results. 36 IP Marketplace 115 also provides the ability to drill down or view more specific data from its various interfaces. In various embodiments, IP Marketplace 115 presents the search result to the user in a search results interface or the channel guide terface. The system is configured to facilitate receiving first input from the user. In response to receiving the input, the system presents additional data based upon the first input. For example, the additional data may be channel content and/or a list of subchannels associated with a channel that the user clicked on. In various embodiments, IP Marketplace 115 presents search results in a priority order based upon a user's indication that the channel is a favorite channel. Favorite channels may also be configured to stand out in the various interfaces using enhanced formatting such as varying colors or highlighting, varying font and font size and placing a logo, icon or other indicator by the favorite channel. In various embodiments, favorite channels or favorite subchannels may be displayed to the user as a result of the user drilling down. For example, the list of subchannels displayed to a user in response to the user selecting a channel may be a prioritized st based upon user favorite channels, sponsorship of the channels, channel rating, channel relevancy, ele.
In various embodiments, IP Marketplace 115 employs different methods to determine and present channels that may be relevant to a user. In various embodiments, IP : 15 Marketplace 115 determines relevant channels based upon several different factors and combines the relevant channels into a set channels targeted toward the user. IP marketplace 115 may then present the targeted channels to the user in the channel guide interface. In various embodiments, IP marketplace 115 may limit channel searches to a user’s targeted channels or may lst the targeted channels in an enhanced format or priority sort order when presenting the results of a user search. In various embodiments, IP Marketplace 115 determines an IP portfolio associated with a user and determines, based upon the IP portfolio, a first plurality of channels, wherein the first plurality of channels is associated with the IP portfolio. IP Marketplace analyzes the IP portfolio to determine a plurality of factors associated with the IP portfolio and determines a community recommendation based upon cotmymunity knowledge and at least one of the user, the IP portfolio or the plurality of factors, wherein the community recommendation comprises a second plurality of channels.
IP Marketplace 115 obtains IP transaction data associated with a user and determines a third plurality of channels based upon the IP transaction data, IF Marketplace 115 determines an industry associated with the user and determines a fourth plurality of channels hased upon the industry. IP Marketplace 115 combines the first plurality of channels, the second plurality of channels, the third plurality of channels and the fourth plurality of channels to create targeted channels for the user.
In various embodiments, IP Channel Guide may present channels based upon an agreement between a service provider and IP Marketplace 115. For example, a provider of
IP valuation tools may have an agreement with IP Marketplace 115 that the provider's tools . will be prioritized over other valuation tools. In various embodiments, IP Marketplace 115 may emphasize an IP trading platform in the IF Channel Guide because the trading platform may provide IP marketplace 115 with a commission for transactions that ocour as a result of a referral from IP marketplace 115. In various embodiments, IP MATE 147 includes a channel agreement workflow and/or IP Marketplace 115 includes a channel agreement interface. The channel agreement workflow defines a process by which the IP Marketplace and a channel provider negotiate terms of a channel agreement. In various embodiments, iF
MATE 147 automatically registers the channel and configures the IF Channel Guide based upon a channel agreement for the channel.
In various embodiments, an intellectual property (IF) marketplace system comprises a network interface communicating with a memory, the memory that stores a computer program and comununicates with a processor for IP commercialization, The processor, when executing the compuier program receives from a chanel provider, a negotiation request associated with a first channel and parses the negotiation request into a plurality of negotiation parameters. The system determines a first response based upon the negotiation pararoeters and sends the first response to the channel provider. The system receives an 30 acceptance of the first response from the channel provider and, in response to the receiving : the acceptance, displays the first channel in a channel guide interface of the IP marketplace systeni. In various embodiments, the system determines first channel agreement terms based upon at least one of the negotiation request, negotiation parameters, the first response, the acceptance and the channel, The system saves a channel agreement based upon the first channel agreement terms. The system generates the channel guide interface based upon the first channel agreement terms. In various embodiments, the terms comprise at least one of a request or requirement for at least of when to display the first channel, how to display the first channel, customers for which the first channel is to be displayed, a first channel priority, and a channel grouping. 38 In various embodiments, the automated negotiation enabled by the IP Marketplace 115 includes first responses based upon a predetermined rule. For example, a rude may be associated with a category associated with the first channel, a pricing plan, a tiered pricing
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WO 2013/039638 PCT/US2012/050851 plan, an existing channel agreement, and a channel usage estimate. IP Marketplace 118 includes logic (e.g. IP MATE 147) to track a channel statistic associated with the first channel. A channel statistic may include, for example, channel usage volume, channel rating, channel usage type, channel usage frequency and channel feedback. In various embodiments, IP marketplace 113 automatically generales siatistics based upon, for example, the user searching on or selecting a channel or subchannel. For example, IP
Marketplace 115 may compile {or otherwise calculate or determine) a statistic associated with the user, a channel, a subchannel, IP asset associated with the user. For example, IF
Marketplace 115 may caloulste a statistic as a frequency of channel usage based upon a presentation of a channel in the channel] guide interface. IP Marketplace 113 may generate a report based upon the first channel statistic. For example, 1 Marketplace 115 may generate an invoice showing negotiated terms and a calculation of a conunission based upon the ferms.
With reference now to Figure 4, in various embodinsents, IP Channel Guide includes a marketing screen. Asset description 405 identifies and deseribes an IP asset that is available for sale, license and/or other exploitation. Asset description 403 may refer to an individual IP asset {e.2., a patent) or a grouping of IF assets {e.g., an IP portiolio). The channel guide may be scrolling and/or color-coded. The channel guide may comprise a plurality of IP channels 410. The IP channels may comprise at least four high level categories 424; for example, Services 425, 3rd Party Channels 434, Tools 433 and Buyers 440. The Services 425 category includes sub-categories 445 such as service providers (e.g, law firms, valuation coropanies, IP consuliants and the like). The 3rd Party Channels 430 include 3rd party platforms, exchanges and the like through which IP and/or technology can be bought, sod, Heensed and/or otherwise exploited. Tools 435 may include applications, systems and processes that facilitate IP commercialization including, for example, workflow processes, marketing, publishing, sales, research, negotiation and post transaciion activities.
Buyers 440 include companies, individuals, collaborative groups, pools and others seeking to buy, license and/or gain rights to IP and technology. Figure 5 shows an embodiment of a category view in the IP Channel Guide. 36 Each sub-category 445 may also be selected and viewed in the [PP Channel Guide.
For example, as shown is Figure 6, the user selects the Legal sub-category in the Services : category and IP MATE 147 generates a lst of law firms (and legal-related firms) and displays the lst on an interface. Sub-categories may be color-coded in the same manner a3 categories.
Tn various embodiments, the IP Channel Guide may be launched fom any soreen/interface within IP Marketplace 115 including from any phase in the workflow process. For example, the channel guides shown in Figures 5-6 may be launched from the marketing interface shown in Figure 4. The IP Channel Guide may also be configured as a default page that a user sees upon entering the IP Lowe application. In various smbodiments, the IP Channel Guide is simultaneously launched with the marketing interface, appearing in an appropriately sized window and located anywhere on the viewing 16 screen.
When a user selects the IP Channel Guide, the fill IP Channel Guide screen may appear and may automatically start scrolling from the top of the guide beginning at IP
Channel 0001. The user selects a channel and is provided with a full description of the channel and the opportunity to access and/or link to a service provider, a 3rd Party Channel, a tool and/or buyer(s). The IP Channel Guide interfaces are not limited to those Hiustrated in Figures 5-6.
As discussed briefly above, IP assets may be associated with each other into various portfolios. Portfolio groupings are associations and not necessarily exclusive groupings. In ather words, an IP asset may be associated with zero, one or yaany portfolios depending upon the factors that are used to define a portfolio. Similarly, portfolios may be associated with other portfolios. Portfolios may be user or system defined. A user {e.g. 8 company) may configure IP assets into multiple portfolios to reflect, for example, logical groupings of technologies, an IP comuvercislization strategy, a product sirategy, the company’s organizational structure, a research and development project, and/or the like. In various ersbodiments, IF MATE 147 defines a portfolio based upon factors associated with a user.
Factors may vary widely based upon the type of user; e.g., whether the user is an inventor, an executive at a corporation that owns multiple IP portfolios, a potential buyer, a service provider, a broker, and/or the like.
IP MATE 147 determines factors based upon various data such as data stored in 1P asset database 150, a user profile, a company profile, IP asset data, external databases and the like. Factors may include any data that may be associated with any entity. Such factors may include a commercialization strategy, a conupercialization stage, a fegal status, an
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WO 2013/039638 PCT/US2012/050851 owner, an inventor, a portfolio type, an IP asset type, an asset valuation, an asset rating, a portfolio valuation, a portfolio rating, an industry, a technology, a IP asset {ransaction history associated with an owner, an interest level of a potential buyer, an IP acquisition strategy of a potential buyer, an IP transaction history of a potential buyer and/or g service 5S provider incentive.
To various embodiments, a computer-based method for IP commetcialization includes determining an IP portfolio (or an individual IP asset) associated with the user. For example, based upon the user’s profile and other configuration information, IP MATE 147 determines whether the user is associated with customized (e.g. user defined) IP portfolios and sleo may determine logical IP asset groupings (system defined portfolios). IF MATE 147 determines a plurality of factors associated with the IP portfolio and, based upon the factors, determines channels to present fo the user. For example, an IF portfolio may include a number of IP assets that would be suitable for licensing under a unit Hoense right model and IP MATE 147 may determine that IP trading platfrre may be an IF commercialization channel that the IP owner may want to consider. In various embodiments, IP MATE 147 may determine that a number of attributes or data elements for one or more of the IP assets in an IP portfolio are missing or incomplete. In this case, IP
MATE 147 may suggest various tools that assist the IP owner in characterizing, developing, rating and valuing the IP assets in order io develop a more robust characterization of the IP 28 assets.
IP MATE 147 groups the channels into channel groupings and presents the channels to the user in a user interface. In various embodiments, s user roay be presented with multiple soreans or interfaces {e.g. in a tab user interface format). For example, a user may be presented with a channel grouping for every IP portfolio associated with the user. As discussed above, IP Marketplace 115 may group channels in any manner; o.g., based upon user preference, company policy, predefined system settings, fc.
In various embodiments, IP Marketplace 115 is configured with default groupings : {¢.g., categories) for channels. Thus, one Interface provided by IP Marketplace 115 may resemble the channel guide interface of a television coutent provider (e.g. a cable television provider). Such a default interface may show channels grouped by industry, technology, service provider type, IP asset type, etc, As discussed above, channels within the groupings may be sorted or prioritized in any manner. Chaonels may also be filtered by IP
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Marketplace 115. For example, IP Marketplace 115 may rate the channels based upon relevancy and only present channels with a relevancy rating sbove a certain threshold. In various embodiments, relevancy ratings are over-ridden by other factors such as preferred partner agreements, For example, a low relevance rating that would normally render a chanoel such that it would not be presented to a user may bo nonetheless presented io the user, if a service provider associated with the channel has paid to have the channel shown to the user. In various embodiments, such considerations as preferred partner agreements are automatically factored into the relevancy rating algorithm.
I Channel Guide allows a user to choose a channel. In various embodiments, IP
Markeiplace 115 receives input from the user indicating a selection of a channel and IP
Marketplace 115 initiates a software program (e.g, a opens a website, runs a program on the user clent machine, eto.) associated with the channel. Some channels or tools may allow IP
Marketplace 113 to send data associated with the user and or the IP assets. In various embodiments, upon selection of a chanuel by a user, IP Marketplace 115 determines 1S interface parameters associated with the channel and retrieves data (og. from IP asset database 150). IP Marketplace 115 makes the retrieved data available fo the channel. In various embodiments, IP Marketplace 113 receives data from a channel. For example, a patent valuation tool may return various data regarding the value of a patent. In various embodiments, data is received from a channel based upon a preconfigured interface, and in various embodiments the data interface between IP Marketplace 115 and a channel is dynamic. For example, the channel may return XML describing the data that is returned to the marketplace.
For example, a marketing channel may assist IP owners in identifying potential buyers for the owners’ IP assets. A user may wish to utilize the channel's services and click 35 on the channel from IP Marketplace 115. IP Marketplace 115 may determine the type of data that the marketing channel may need in order to most effectively identify potential buyers. In various embodiments, 1P Marketplace 115 may invoke au application programming interface (API) or read XML and determine that the channel recommends that portfotios be based upon a certain technology grouping in order to achieve the best results for the channel. Based upon this information, IP Marketplace 113 may determine an appropriate IP portfolio to share with the channel, retrieve the data associated with the portfolio and invoke a software program associated with the channel sending the IF asset
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WO 2013/039638 PCT/US2012/050851 data to the software. In various embodiments, IP Marketplace 115 may help negotiate data requirements between the channel and the user. For oxample, a channel may request detailed IP asset data that the user may not necessarily be ready or willing to share. IP
Marketplace 115 may prompt the user on a data element by daia element {or asset by asset) basis to determine which data the user wishes to be sent to the marketing channel.
In various embodiments, 1? Marketplace 115 includes a software module configured : to invoke a survey or otherwise solicit feedback from a user regarding a channel, Feedback data regarding channels is stored {(e.g., in IP Asset Database 150) by IP Marketplace 115. In varions embodiments, the various interfaces of IP Channel Guide may include feedback data, rankings or other information regarding the usefulness, accuracy, relevancy, effectiveness etc, of a channel.
In various embodiments, credits, loyalty points, a commission, a bounty and/or other forms of value may be awarded by a channel. For example, IP Marketplace 115 maintains a rewards program whereby a user may accumulate points based upon usage {or other interaction) with various service provider through the channels, IP Marketplace 115 may carn a commission or bounty for referral of a customer to a partner via the channel interface.
Commissions or bounties may be based upon any event, caleulation and/or model agreed to between IP Marketplace 115 and the service provider,
In various embodiments, IP Marketplace 115 includes a channel registration interface that enables service providers to register channels with the marketplace. The channel registration interface enables the service provider to characterize the services provided by the channel, identify customer and/or IP assets of interest io the service provider, define rewards and/or commissions and negotiate incentives between IF
Marketplace 115 for offering and prioritizing the channel. 23 In various embodiments, IP Marketplace 115 receives a channel registration request and notifies an approver of the channel registration request. The approver may be any entity, software, hardware and/or human user. Marketplace 115 receives an approval of the channel registration request and saves the channel. In various embodiments, saving the channel may include parsing the channel registration request (and other data) to determine channel parameters such as, for example, a category, a favorite list, a link, a uniform resource locator (URL), a customized web page, a social networking web site, a priority order, a channel sponsor, a color, a logo, a graphic, a description, and an extensible markup language (XML) file. IP Marketplace 115 displays the channel along with a plurality of channels in the channel guide interface. In various embodiments, IP Marketplace 115 configures the channel guide interface based upon the channel guide parameters,
Tn various embodiments, IP Marketplace 115 enables 8 user to request a channel.
For example, a user may execute a search for 8 channel, information or a service, and IP
Marketplace 115 may not provide any resulis at all or may not provide resulis that the user considers useful or relevant. The user may then enter, via a channel request jnterface, a request for a new channel. IP Marketplace 113 receives the request and analyzes it. In response, IP Marketplace 115 may conduct an automated search in order to determine if there are any channels that may be relevant to the user's new channel request. In various embodiments, TF Marketplace 115 may send out a request for a service provider fo provide g new channel, IP Marketplace 115 receives a service provider acceptance of the new channel request and parses the service provider information in order fo determing service provider attributes for the new channel, IP Marketplace 115 may parse, validate and/or confirm the service provider attributes and may test, rate, and/or evaluate the atiributes {e.g., by establishing a channel relevancy or rating). 19 Marketplace 1153 saves the new channel and makes it available to Marketplace 115 users.
Tn various embodiments, IP Marketplace 115 comprises a plurality of application programming interfaces (APIs). The APIs enable IP Marketplace 115 to interface with various systems {e.g. a third party application). API specifications may be open or proprietary. In various embodiments, IP Marketplace 115 includes a plurality of APs enabling third party or external applications to access the services of the marketplace and © build their own integrated channels. For example, a chanmel AP] enables a channel provider the ability to define and configure a channel and a deal API enables a buyer to invoke the pegotiation workflow of IP Marketplace 115. And, in on example, a user (2.2. a channel provider) may build custom applications (a.k.a. “apps”) that access the capabilities of IP
Marketplace 115 via APIs. In various embodiments, APIs may include, for example, a channel registration APL a channel configuration APL, a channel output APL a channel promotion APY, a channel integration APL and a chanuel negotiation APL 36 In various embodiments, IP Marketplace 115 enables the operator of a channel to configure and offer promotions via the IF Marketplace. For example, a company that runs valuation channel may wish to increase usage of their service. The company may configure a promotion on IP Marketplace 115 such that the terms of the promotion are advertised fo IP
Marketplace 115 users. Promotions may be configured vis a promotions configuration interface and/or via a channel promotion APL IP Marketplace 115 receives a promotion setup request and parses the request inte promotion pararnelers, Promotion parameiers may include for example, criteria for who the promotion is offered to, criteria for the timing of the promotion, a reward associated with a promotion, criteria for qualifying for the reward, ete. IP Marketplace 115 associates promotion parameters with one or more channels and saves the promotion {e.g. to a promotion database}. In various embodiments, IF
Marketplace 115 may determine system entities (e.g. a user, a company, an IP Owner, an IP asset and an IP portfolio) that comply with first promotional criteria (as identified in the promotion parameters) and send a notice of the promotion to such entities. In various embodiments, sending the notice may include sending a promotion solicitation via an email message, a link, a uniform resource locator (URL), a customized web page, a social networking web site, an app, a text message and a mobile application. In various embodiments, users that are being offered a promotion receive notice of the promation via the channel guide interface. For example, the channel associated with the interface may be displayed with an indicator (e.g. a color, a graphic, text, eic} t© inform the user that the channel is offering a promotion,
In various embodiments, IP Marketplace 115 enables integration among and between different channels. IP Marketplace 115 way define, track, coordinate and/or enforce interface requirements for channel input and output. Thus, IP Marketplace 115 enables, for example, the user to access a first channel and use the first channel output as an input to a second channel. This functionality enhances the value to the user of the channels available in IP Marketplace 115 as the user may use the advice and tools from multiple channels to 3% build a database of analysis or other relevant data that can be used as loput for fisrther analysis and/or data sharing with other service providers via their respective channels. In various embodiments, such integration may be enabled by a channel integration APL
In various embodiments, IP Marketplace 115 may determine channels to display in the channel guide interface based upon a community recommendation, a channel relevancy 10 andlor a channel effectiveness. For example, IP Marketplace 115 includes social networking aspects that aliow the conununity of users in the marketplace to network,
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In various embodiments, IP Marketplace 115 determines an IP portfolio associated with a user and analyzes the IP portfolio to determine a plurality of factors associated with the IP portfolio. IP Marketplace 115 may mine the various internal and external data sources to create “community knowledge” that may be relevant {0 a user, IP assets, portfolios, a company, a technology, an industry and channels offered in the IF marketplace.
Thus, in various embodiments, community knowledge represents an aggregation of an data, feedback and/or results from a variety of users or other data sources. For example, community knowledge may include, for a phwality of users, IF transaction histories, IP transaction size, IP transaction frequency, demographics, IP asset types, industry, company size, technology, marketing plan and IP moerkeiplace strategy. iP Marketplace 115 deterrnines a community recommendation based upon community knowledge and identifies ane or more channels to show on the channel guide of the user. IP marketplace 115 1S continuously updates and refines community knowledge based upon, for example a survey, a channel rating, a transaction history, an expert rating, a contest and/or an award received by a channel. Determining the community recommendation may include use of at least one of deductive logic, inferential analysis, forecasting and artificial inteliigence. In various embodiments, the user approves channels before they are included in the channel gaide. IF
Marketplace {15 may determine a category, a presentation style or a sort order for a channel based upon community knowledge.
IP Marketplace 115 may also determine whether, how and/or when to display a channel in a channel guide interface based upon a channel relevancy and/or a channel effectiveness (e.g. as represented by a channel rating). In various embodiments, IP
Marketplace 115 determines a user, a channel relevancy for a channel and decides based upon the charmel relevancy, whether to include the channel in a channel guide interface associated a user. IP Marketplace 115 may also analyze the channel {or data associated with the first channel) to determine a channel effectiveness of the channel, iP marketplace may configure the channel differently based upon the channel effectiveness. For example, the channel may be manually or automatically included in a favorites channel list. The channel may also be automatically included in a favorites channel list based on a certain rule or
12555 8218 : WO 2013/039638 PCT/US2012/050851 condition {e.g., if the channel effectiveness is above a certain threshold). The channels in the list of favorites may be the only channels appearing in the guide, upon being selected.
In various embodiments, the channel relevancy may be based upon an IP asset of the first user and/or an analysis of similar users. Similar users may be determined, for example
S using a clustering algorithm or other statistical, inferential or mumerical method. In various embodiments, the clustering algorithm is based upon at feast one of transaction histories, user profile data, industry dala, company profile data, portfolio analysis and service providers. Channel relevancy may also be determined based upon a marketplace strategy, a marketplace stage, a legal status, an owner, an inventor, a portfolio type, an IP asset type, a valuation, a rating, an industry, a technology, a IP asset transaction history associated with an owner, an interest level of a potential buyer, an IP acquisition strategy of a potential buyer, an IP transaction history of a potential buyer, service provider incentive and a service description of the channel.
In various embodiments, IP Marketplace 115 determines a channel rating and/or a channel relevancy for a chanvel. The channel may be one of a plurality of channels gach of which represent, for example, an IP asset distribution channel, a product distribution channel, an TP asset marketing channel, a service provider tool and/or an IP analysis tool. In various embodiments, TP Marketplace 115 may include a channel in a chansel guide interface based upon its channel rating or relevancy and may include the channel in channel 2 search results based partially or completely on the channel rating, the channel relevancy or both, In various embodiments, the channel search request interface may allow the user to specify at least one of a channel rating threshold and/or a channel relevancy threshold.
In various embodiments, channels may be presented to 8 user {or suppressed from a user's chanmel guide) based upon data access rules. In various embodiments, IF
Marketplace 115 obtains IP transaction data associated with an IP asset and determines a first user as a buyer and a second user as a seller of the IP asset. IP Marketplace 113 may also determine a transaction status of the IP asset, wherein the transaction is associated with the buyer, the seller and the IP asset. In various embodiments, the fransaction siatus is determined based upon an IP transaction workflow. IP marketplace 115 generates a first channel guide interface for the buyer based upon the transaction status and/or a first data permissions profile associated with the buyer, and generates a sovond channel guide interface for the seller based upon the transaction status and/or a second data permissions
17655 8214
WO 2013/039638 PCT/US2012/050851 profile associated with the seller. The first channel guide may be sorted differently than the second channel guide and/or include a different channel category grouping than the second channel guide. In various embodiments, IF Marketplace 115 determines that the buyer is permitted to view a first channel based upon a status of a negotiation between the buyer and the seller.
In various embodiments, a channel may be associated with a group. A group may comprise, for example, a group of inventors, a group of experts, an Industry group, & special interest group and/or the like, For example, 8 group may be an industry association, such as the Institute of Electrical and Electrondes Engineers (IEEE) or the American Medical
Association {AMA), or a group may be an independent patent valuation group, or a group of inventors such as inventors interested in touch screen technologies. In various embodiments, IP Marketplace 115 receives a request for a new channel and determines (e.g, based upon the request parameters and/or the requestor) that the new channel should be associated with one or more groups. IF Marketplace 115 may determine a category for tho 1S channef based upon the group and, in various embodiments, may configure the channel guide interface to include a custom color or a custom logo associated with the group. In various embodiments, the channel may provide a referral service to members of the group.
For example, IP Marketplace receives from a user a selection of a channel and determines based upon a referral algorithm, a member of the group to which io refer the user. The referral algorithm may be based upon, for example, a group profile, a user profile, a member rating, a member priority, 8 member location and a random selection.
In various embodiments, a channel may be associsted with an industry. IP
Marketplace 115 receives from a requestor a new channel registration request and the new channel registration request comprises new channel parameters. IP Marketplace 115 may be based upon, for example, the requestor and/or the new channel parameters, that the new channel registration request is associated with an industry and determine a first category to associate with the new channel. Channels may be registered, or otherwise made available in
IP Marketplace 1138 for any industry; including, for example: healthcare, eCommerce, transportation, biotech, media, banking, finance, technology, semiconductor, consumer 0 electronics, telecommunications, computers, electronics, education and manufacturing. In various embodiments, [PF Marketplace 115 includes a plurality of chanvels that are oriented toward or otherwise may provide useful information ov services to the healtheare industry.
INERT WTS
WO 2013/039638 PCT/US2012/050851
For example, IP Channel Guide may group channels into categories that are appropriate for the healthcare industry such as, for example: medical devices, healthcare information systems, privacy, pharmaceuticals, medical instruments, imaging and medical transport. In order to provide more relevant search results and to provide useful presentation of the search results to the user searching for healthcare industry channels, IP Marketplace 115 may access healthcare data such as, for example, healthcare channel content, a healthcare directory, a government database, a service provider database, and a federal regulation regarding healthcare. In various embodiments, IPF Marketplace 115 also provides industry hased referrals. IP marketplace 115 receives from a user a selection of the new channel. IP
Marketplace 115 determines based upon a referral algorithm a member of the industry and refers the user to the member (e.g, a company, an association, a service provider, an individual, etc}.
Tn various embodiments, a user initiates a channel by selecting the channel from the channel guide interface. IF Marketplace initiates the channel and determines channel information or channel output to present fo the user. In various embodiments, the user interface is unchanged and/or the user does not have any visual or explicit indication that IP
Marketplace [15 is accessing a third parly system or service. Thus, IF Marketplace 115 enables a seamless integration with channels. In various embodiments, the channel output is presented in the IP marketplace system, the channel output is presented the channel output without exiting the IP marketplace system, and/or the channel output is presented to the user at the same web site as the IP marketplace system.
Systems, methods and computer program products are provided. In the detailed description herein, references to "one embodiment”, "an embodiment”, "an example embodiment”, etc. indicate that the embodiment described may include a particular feature, structure, or characteristic, but every embodiment may not necessarily include the particular feature, structure, or characteristic. Moreover, such phrases are not necessarily referring to the same embodiment. Further, when a particular feature, structure, or characteristic is described in connection with an embodiment, it is submitted that it is within the knowledge of one skilled in the art to effect such feature, structure, or characteristic in connection with other embodiments whether or not explicitly described. After reading the description, it will be apparent to one skilled in the relevant arts) how to implement the disclosure in alternative embodiments.
Benefits, other advantages, and solutions to problems have been described herein with regard to specific embodiments. However, the benefits, advantages, solutions to problems, and any elements that may cause any benefit, advantage, or solution to occur or become more pronounced are not to be construed as critical, required, or essential features or elements of the invention. The scope of the invention is accordingly to be limited by nothing other than the appended claims, in which reference to an element in the singular is not intended to mean "one and only one” unless explicitly so stated, but rather "coe or more.” Moreover, where a phrase similar to ‘at feast one of A, B, or ' is used in the claims or specification, it is intended that the phrase be interpreted to mean that A alone may be present in various embodiments, B alone may be present in various embodiments, C alone may be present in various embodiments, or that any combination of the elements 4, B and C may be present in a single embodiment; for example, Aand B, A and C, B and C, or A and
Band C. All structural, chemical, and functional equivalents to the elements of the above- described exemplary embodiments that are known to those of ordinary skill in the art are 1S expressly incorporated herein by reference and are intended to be encompassed by the present claims. Further, a Hist of elements does not include only those elements but may include other elements not expressly listed or inherent to such process, method, article, or apparatus,

Claims (20)

  1. {2853 R218 WO 2013/039638 PCT/US2012/050851 Claims i.
  2. A computer-based method comprising: receiving, by a coraputer for intellectual property (IP) commercialization, a channel search request from a user via a channel guide interface; searching, by the computer snd based on the channel search request, channel data to determine search results, wherein the channel data comprises at least one of channel metadata, channel registration data, channel atiributes and channel coutent; and presenting, by the computer, the search results to the user in a search results i interface.
  3. 3. The method of claim 1, wherein the channel search request is received via a search request query interface.
    3 3. The method of claim 1, wherein the search request comprises at least one of search eriteria, keyword search eriteria and semantic search criteria,
  4. 4. The method of claim 1, further comprising determining, based on the search request, that the search request is a sernantic search request. 20
  5. : 5. The method of clan 4, further comprising performing word sense disambiguation on the search request.
  6. &. The method of claim 1, wherein the channel dats is acosssed via at least ong of an 9% internal database, an exiernal data source, a vendor, a channel supplier and a third party search tool,
  7. 7. The method of claim 4, wherein the search request comprises identification data identifying an IF assel,
  8. 8. The method of claim 7, wherein the 1P asset comprises at least one of a patent, a trademark, a copyright, a trade secret, and IP portfolio and a Heense.
    12635 8216 WO 2013/039638 PCT/US2012/050851
  9. 9. The method of claim 7, further comprising querying av IP asset database to determine additional data regarding the IP asset.
  10. 10. The method of claim 2, wherein the searching further comprises searching based on the additional data.
  11. 11. The method of claim 10, wherein the additional data comprises at least one of 2 marketplace strategy, a marketplace stage, a legal status, an owner, an inventor, a portfolio 14 type, an IP asset type, a valuation, a rating, an industry, a technology, a IP asset transaction history associated with an owner, an interest level of a potential buyer, an IP acquisition strategy of a potential buyer, an IP transaction history of a potential buyer and a service provider incentive, 13
  12. 12. The method of claim 7, wherein the TP asset comprises a digital product, wherein the digital product is registered with an [P Marketplace, and wherein the IP commercialization computer assists in a product development effort for the digital product.
  13. 13. The method of claim 1, wherein the search results comprise a first channel and 2 20 second channel,
  14. 14. The method of claim 13, wherein the first channel comprises at feast one of an IP asset distribution channel, a product distribution channel, an IP asset marketing channel, service provider content and an IP analysis tool. 25
  15. 15. The method of claim 1, wherein the search resulls interface is the channel guide interface.
  16. 16. The method of claim 18, wherein the channel guide interface groups channels based on a plurality of categories, wherein the plurality of categories comprises at least one of services, third party channels, tools, promotions and buyers.
    {IRS5. 82148 WO 2013/039638 PCT/US2012/050851
  17. 17. The method of claim 16, further comprising receiving via the channel guide interface a selection of a first channel and, in response to the receiving the selection, displaying additional detailed data regarding the first channel.
  18. 18. The method of claim 1, further comprising: receiving, via the search results interface, input frome the user indicating a selection of a first channel; and initiating the first channel by at least one of opening a web page and executing a software module,
  19. 19. An IP commercialization system comprising: 14 a network interface communicating with a memory, the memory commusticating with a processor for IP commercialization, whereln the mernory stores a computer program; and the processor, when executing the computer program, performs operations comprising: 13 receiving, by the processor, a channel search request from a user via a chaonel guide interface; searching, by the processor and based ou the channel search request, channel data to determine search results, wherein the channel data comprises at least ome of channel metadata, channel registration data, channel attributes and channel content; and 28 presenting, by the processor, the search resulis to the user in a search results interface.
  20. 20. A non-transitory computer-readable storage medium having computer-executable instructions stored thereon that, in response io execution by a computer for iP commercialization, causes the computer perform a operations comprising: receiving, the computer, a channel search request from a user via a channel guide interface; searching, by the computer and based on the channel search request, channel data to determine search results, wherein the channel data comprises at least one of channel metadata, channel registration data, channel attributes and channel content; and presenting, by the computer, the search resulis lo the user in a search resulis interface.
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US13/229,877 US20120011029A1 (en) 2009-12-17 2011-09-12 System and method for searching marketing channels in an ip marketplace
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US7398225B2 (en) 2001-03-29 2008-07-08 American Express Travel Related Services Company, Inc. System and method for networked loyalty program
US20020082973A1 (en) * 2000-12-27 2002-06-27 Alain Marbach Intellectual property bid method and system
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