Method and system for generating documentation and approvals for entities and transactions and generating current and historical reporting related thereto

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20080208655A1
SERIAL NO

11978995

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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The enterprise database system provides methods, data, and user interfaces for generating approvals and documentation related to forming or acquiring an entity or to initiating a transaction involving an entity. The system also provides the ability to store entity or transaction information in a historical database for retrieval. The system further provides analysis and report generating features, including generating current and historical reports related an entity or transaction, such as general corporate, regulatory and financial reporting documentation. The system also provides methods for modifying entity or transaction information in the historical database. The system further includes various interactive displays and notification tools to implement or facilitate the foregoing methods and systems.

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Patent Owner(s)

Patent OwnerAddress
CREDIT SUISSE AGPARADEPLATZ 8 ZURICH 8001

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Cohen, Bret Alan Zurich, CH 2 10
Dovas, Nicholas Peter Hainesport, NJ 3 14
Lanis, Tomer Bremgarten, CH 2 10
Paladugu, Laxman Rao Jersey City, NJ 1 5
Ponelis, Isobel Martie London, GB 1 5
Ragunathan, Venkatesan Singapore, SG 3 14
Russo, Lori Michele New York, NY 1 5
Slaughter, Deborah Jane Singapore, SG 2 10
Staeheli, Martin Alexander Zurich, CH 1 5
Thummukgool, Supattra Easton, CT 3 14
Velazquez, Joseph M West Orange, NJ 1 5
Wicki, Stefan Zurich, CH 2 7
Wynperle, Mary Catherine New York, NY 1 5

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