Patents by Inventor Bret BERESFORD-WOOD
Bret BERESFORD-WOOD has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).
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Patent number: 11947485Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.Type: GrantFiled: March 30, 2023Date of Patent: April 2, 2024Assignee: NASDAQ, INC.Inventors: Bret Beresford-Wood, Christina Khail
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Publication number: 20230237005Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.Type: ApplicationFiled: March 30, 2023Publication date: July 27, 2023Inventors: Bret BERESFORD-WOOD, Christina KHAIL
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Patent number: 11620253Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.Type: GrantFiled: November 12, 2021Date of Patent: April 4, 2023Assignee: NASDAQ, INC.Inventors: Bret Beresford-Wood, Christina Khail
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Publication number: 20220129407Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.Type: ApplicationFiled: November 12, 2021Publication date: April 28, 2022Inventors: Bret BERESFORD-WOOD, Christina KHAIL (known as Christina Buringa)
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Publication number: 20220051194Abstract: A system for providing a virtual data room for conducting due diligence on a plurality of documents that are remotely located and accessible over a computer network by a plurality of users using client computer systems. Documents are retrieved from the remote system and presented to a user on their local computing system for review and conducting due diligence tasks thereon. Based on the interaction the user has with the displayed document, due diligence status values that are associated with the display document are updated and stored with the virtual data room system. A display request is received and based on the request a display characteristic is calculated for a folder that includes a set of documents. The display characteristic is determined based on the due diligence status values of all of the documents within the folder.Type: ApplicationFiled: October 28, 2021Publication date: February 17, 2022Inventors: Bret BERESFORD-WOOD, Amanda GROSSE
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Patent number: 11188875Abstract: A system for providing a virtual data room for conducting due diligence on a plurality of documents that are remotely located and accessible over a computer network by a plurality of users using client computer systems. Documents are retrieved from the remote system and presented to a user on their local computing system for review and conducting due diligence tasks thereon. Based on the interaction the user has with the displayed document, due diligence status values that are associated with the display document are updated and stored with the virtual data room system. A display request is received and based on the request a display characteristic is calculated for a folder that includes a set of documents. The display characteristic is determined based on the due diligence status values of all of the documents within the folder.Type: GrantFiled: May 26, 2017Date of Patent: November 30, 2021Assignee: NASDAQ, INC.Inventors: Bret Beresford-Wood, Amanda Grosse
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Patent number: 11176080Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.Type: GrantFiled: September 25, 2020Date of Patent: November 16, 2021Assignee: NASDAQ, INC.Inventors: Bret Beresford-Wood, Christina Khail
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Patent number: 11157229Abstract: A screen sharing presentation system includes a presenter client system that leads a presentation and listener client systems that follow the presentation. A server facilitates communication between the presenter client system and the listener client systems. Users of the client systems may provide annotation information for the presentation. The annotation data is not visible to other users of other client systems, but is displayed on the respective user's personal views of the presentation. The presenter client system and the listener client systems are synchronized by communicating a current document location or other status indications.Type: GrantFiled: September 19, 2016Date of Patent: October 26, 2021Assignee: NASDAQ TECHNOLOGY ABInventors: Stefan Sik, Bret Beresford-Wood, Julia Sears
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Publication number: 20210011877Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.Type: ApplicationFiled: September 25, 2020Publication date: January 14, 2021Inventors: Bret BERESFORD-WOOD, Christina KHAIL (known as Christina Buringa)
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Patent number: 10831697Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.Type: GrantFiled: November 14, 2019Date of Patent: November 10, 2020Assignee: NASDAQ, INC.Inventors: Bret Beresford-Wood, Christina KHAIL
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Publication number: 20200089647Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.Type: ApplicationFiled: November 14, 2019Publication date: March 19, 2020Inventors: Bret BERESFORD-WOOD, Christina KHAIL (known as Christina Buringa)
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Patent number: 10509763Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.Type: GrantFiled: March 6, 2018Date of Patent: December 17, 2019Assignee: NASDAQ, INC.Inventors: Bret Beresford-Wood, Christina Khail
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Publication number: 20180203822Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.Type: ApplicationFiled: March 6, 2018Publication date: July 19, 2018Inventors: Bret Beresford-Wood, Christina Buringa
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Patent number: 9940300Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.Type: GrantFiled: March 1, 2011Date of Patent: April 10, 2018Assignee: NASDAQ, INC.Inventors: Bret Beresford-Wood, Christina Buringa
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Publication number: 20170262808Abstract: A system for providing a virtual data room for conducting due diligence on a plurality of documents that are remotely located and accessible over a computer network by a plurality of users using client computer systems. Documents are retrieved from the remote system and presented to a user on their local computing system for review and conducting due diligence tasks thereon. Based on the interaction the user has with the displayed document, due diligence status values that are associated with the display document are updated and stored with the virtual data room system. A display request is received and based on the request a display characteristic is calculated for a folder that includes a set of documents. The display characteristic is determined based on the due diligence status values of all of the documents within the folder.Type: ApplicationFiled: May 26, 2017Publication date: September 14, 2017Inventors: Bret BERESFORD-WOOD, Amanda GROSSE
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Publication number: 20170003927Abstract: A screen sharing presentation system includes a presenter client system that leads a presentation and listener client systems that follow the presentation. A server facilitates communication between the presenter client system and the listener client systems. Users of the client systems may provide annotation information for the presentation. The annotation data is not visible to other users of other client systems, but is displayed on the respective user's personal views of the presentation. The presenter client system and the listener client systems are synchronized by communicating a current document location or other status indications.Type: ApplicationFiled: September 19, 2016Publication date: January 5, 2017Inventors: Stefan SIK, Bret BERESFORD-WOOD, Julia SEARS
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Patent number: 9465803Abstract: A screen sharing presentation system includes a presenter client system that leads a presentation and listener client systems that follow the presentation. A server facilitates communication between the presenter client system and the listener client systems. Users of the client systems may provide annotation information for the presentation. The annotation data is not visible to other users of other client systems, but is displayed on the respective user's personal views of the presentation. The presenter client system and the listener client systems are synchronized by communicating a current document location or other status indications.Type: GrantFiled: September 13, 2012Date of Patent: October 11, 2016Assignee: NASDAQ TECHNOLOGY ABInventors: Stefan Sik, Bret Beresford-Wood, Julia Sears
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Publication number: 20160026965Abstract: A system for performing due diligence on electronically stored documents is provided. A dynamic due diligence item (DDDI) is created by one user and associated with a particular document or piece of information by the system. The created DDDI is assigned to another user. The created DDDI is then routed by the system over a computer network to another user for review of the DDDI and the associated particular document or piece of information. In certain instances, after receiving the notification and opening the document, the system may enforce upon the second user a required action when the DDDI is presented.Type: ApplicationFiled: October 8, 2015Publication date: January 28, 2016Inventors: Bret BERESFORD-WOOD, Amanda GROSSE, Adam ROSS, Kevin ASUNCION, Tom SOLODYNA, Eric FOLKEMER
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Patent number: 9171333Abstract: A system for performing due diligence on electronically stored documents is provided. A dynamic due diligence item (DDDI) is created by one user and associated with a particular document or piece of information by the system. The created DDDI is assigned to another user. The created DDDI is then routed by the system over a computer network to another user for review of the DDDI and the associated particular document or piece of information. In certain instances, after receiving the notification and opening the document, the system may enforce upon the second user a required action when the DDDI is presented.Type: GrantFiled: July 6, 2012Date of Patent: October 27, 2015Assignee: NASDAQ, INC.Inventors: Bret Beresford-Wood, Amanda Grosse, Adam Ross, Kevin Asuncion, Tom Solodyna, Eric Folkemer
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Publication number: 20140013242Abstract: A system for providing a virtual data room for conducting due diligence on a plurality of documents that are remotely located and accessible over a computer network by a plurality of users using client computer systems. Documents are retrieved from the remote system and presented to a user on their local computing system for review and conducting due diligence tasks thereon. Based on the interaction the user has with the displayed document, due diligence status values that are associated with the display document are updated and stored with the virtual data room system. A display request is received and based on the request a display characteristic is calculated for a folder that includes a set of documents. The display characteristic is determined based on the due diligence status values of all of the documents within the folder.Type: ApplicationFiled: July 6, 2012Publication date: January 9, 2014Applicant: THE NASDAQ OMX GROUP, INC.Inventors: Bret Beresford-Wood, Amanda Grosse