US 9,811,868 B1
Systems and methods for integrating a deal process
David Rapoport, New York, NY (US); Daniel James Zinkin, London (GB); Joel Potts, London (GB); and Vinayak Thakur, Robbinsville, NJ (US)
Assigned to JPMORGAN CHASE BANK, N.A., New York, NY (US)
Filed by David Rapoport, New York, NY (US); Daniel James Zinkin, London (GB); Joel Potts, London (GB); and Vinayak Thakur, Robbinsville, NJ (US)
Filed on Aug. 29, 2006, as Appl. No. 11/468,218.
Int. Cl. G06Q 50/18 (2012.01); G06Q 10/10 (2012.01); G06Q 40/00 (2012.01); G06Q 40/02 (2012.01)
CPC G06Q 50/18 (2013.01) [G06Q 10/103 (2013.01); G06Q 40/00 (2013.01); G06Q 40/02 (2013.01)] 19 Claims
OG exemplary drawing
 
1. A computer implemented system for executing and integrating a whole lifecycle of a deal, wherein the computer implemented system comprises at least a programmed computer processor which communicates with a deal team and other functional entities via a communication network, the computer implemented system comprising:
(a) a deal workspace which is an electronic folder structure for securely storing and sharing documents related to the deal using the programmed computer processor;
(b) a conflicts approval module, comprising a processor, configured to carry out a conflicts approval process based at least in part on a determination of a product associated with the deal as the deal becomes a formal pitch via interacting with a conflicts approval office and the deal team, wherein the formal pitch involves the deal team winning a sale of the product to a client;
(c) an expense tracking pipeline, comprising a processor, configured to track expenses occurring during the deal lifecycle and reporting to a financial institution with classified information;
(d) a navigation module, comprising a processor, configured to allow a deal team member to access and edit documents and information via the communication network in real-time of all the deals that the deal team member is working on and all the clients that the deal team member is working with; and
(e) a deal closure module, comprising a processor, configured to close the deal which achieved mandate status, making documentation for that deal, and making the information reusable to appropriate clients.