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1. (WO2019049162) METHOD AND SYSTEM FOR IP PROJECT MANAGEMENT
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METHOD AND SYSTEM FOR IP PROJECT MANAGEMENT

TECHNICAL FIELD

[0001] The present invention relates generally to project management and more particularly, to patent search projects management and delivery to a client securely.

BACKGROUND

[0002] Intellectual property is a confidential topic for many firms. With growth of Intellectual Property worldwide, many companies are now taking Intellectual Property more seriously than ever. Patents, forms the larger chunk in technological companies, as a part of the Intellectual Property. With more and more focus being given to new innovations and more capital being allocated to Research and Development, companies are now focused on more patenting regimes.

[0003] Patents being a costly affair and being highly confidential matters need to be applied to respective Patent Offices of various countries. However, before investing into patents, many companies want to be sure about the viability of patentability of their innovations. Also, some of the companies do various whitespace analysis, Freedom to operate studies, and Landscape studies to explore the field being researched. As Intellectual Property is a special and niche firm, companies require specialists for such studies. Various companies outsource these studies to specialist Intellectual Property firms who specialize in such studies. [0004] However, the major challenge lies when, the Intellectual Property firms deliver their projects. Since the data in these deliverables is highly confidential, it is necessary to have a high degree of security for delivery of such studies.

[0005] Deliverables are either sent through emails or by encrypted emails. Both the delivery methods are prone to hacking and hence data theft may happen in these methods. Also, sometimes files may be too large to be sent through these methods. Further, another delivery method prevalent in use is to send these projects via cloud services, wherein files are uploaded from one end and may be downloaded at another end. However, even this method is prone to data theft. Also, the uploading and downloading of files may take long times that hamper the overall delivery process.

[0006] Another problem with delivery is usage of cross platform computing devices, or different versions of document running software. The change in version or platform may cause damage to the data within the deliverable files.

[0007] Hence, there is a need for an efficient method and system for Intellectual Property(IP) project management and delivery to the client.

SUMMARY

[0008] This summary is provided to introduce concepts related to system and method for IP project management and delivery as further described in the detailed description. This summary is not intended to identify essential features of the claimed subject matter nor is it intended for use in determining or limiting the scope of the claimed subject matter.

[0009] In an embodiment of the invention there is provided a computer implemented method for patent search project delivery. The method includes providing user a user interface to enter authentication details. Further, the correctness of authentication details entered are checked and access to the user is provided in case the authentication is successful. The method further includes allowing the user to create a project page, based on user inputs. Further, the method includes creation of categorization heads, based on user inputs. Then, data from an uploaded file is extracted and placed under heads created if the categorization heads created and categorization heads within the uploaded file match. The data that is extracted from the uploaded file is pre-analyzed and pre categorized before the upload is to be processed.

[0010] In another embodiment of the invention, there is provided a patent search project delivery system. The system includes a display, that helps to present to a user, a user interface, wherein the user may enter authentication details in order to access a dashboard corresponding to the login credentials. The system further includes a server including a processing unit that follows multiple steps of a method. The steps include providing user a user interface to enter authentication details. Further, the correctness of authentication details entered are checked and access to the user is provided in case the authentication is successful. The method further includes allowing the user to create a project page, based on user inputs. Further, the method includes creation of categorization heads, based on user inputs. Then, data from an uploaded file is extracted and placed under heads created if the categorization heads created and categorization heads within the uploaded file match. The data that is

extracted from the uploaded file is pre-analyzed and pre categorized before the upload is to be processed.

[0011] In yet another embodiment of the invention, there is provided a non-transitory computer-readable storage medium for performing patent search project delivery, when executed by a computing device, cause the computing device to perform method steps. The method includes the steps of providing user a user interface to enter authentication details. Further, the correctness of authentication details entered are checked and access to the user is provided in case the authentication is successful. The method further includes allowing the user to create a project page, based on user inputs. Further, the method includes creation of categorization heads, based on user inputs. Then, data from an uploaded file is extracted and placed under heads created if the categorization heads created and categorization heads within the uploaded file match. The data that is extracted from the uploaded file is pre-analyzed and pre categorized before the upload is to be processed.

[0012] Other and further aspects and features of the disclosure will be evident from reading the following detailed description of the embodiments, which are intended to illustrate, not limit, the present disclosure

BRIEF DESCRIPTION OF THE DRAWINGS

[0013] The illustrated embodiments of the subject matter will be best understood by reference to the drawings, wherein like parts are designated by like numerals throughout. The following description is intended only by way of example, and simply illustrates certain

selected embodiments of devices, systems, and processes that are consistent with the subject matter as claimed herein.

[0014] FIG. 1 illustrates block diagram of a system for patent search project delivery, in accordance with an embodiment of the present disclosure;

[0015] FIG. 2 illustrates block diagram of a processing unit and its components, in accordance with an embodiment of the present disclosure;

[0016] FIG. 3 illustrates block diagram of a project module and its components, in accordance with an embodiment of the present disclosure.

[0017] FIG. 4A illustrates block diagram of a graphical analysis module and its components, in accordance with an embodiment of the present disclosure.

[0018] FIG. 4B illustrates block diagram of an Ad-Hoc analysis module and its components, in accordance with an embodiment of the present disclosure.

[0019] FIG. 5A illustrates a user dashboard, in accordance with an embodiment of the present disclosure;

[0020] FIG. 5B illustrates a project upload interface, in accordance with an embodiment of the present disclosure;

[0021] FIG. 6 illustrates flow chart illustrating overall method of patent search project delivery, in accordance with an exemplary embodiment of the present disclosure;

[0022] FIG. 7 is a block diagram of an exemplary computer system, in accordance with an aspect of the embodiments;

DESCRIPTION

[0023] A few inventive aspects of the disclosed embodiments are explained in detail below with reference to the various figures. Embodiments are described to illustrate the disclosed subject matter, not to limit its scope, which is defined by the claims. Those of ordinary skill in the art will recognize a number of equivalent variations of the various features provided in the description that follows.

[0024] Reference throughout the specification to "various embodiments," "some embodiments," "one embodiment," or "an embodiment" means that a particular feature, structure, or characteristic described in connection with the embodiment is included in at least one embodiment. Thus, appearances of the phrases "in various embodiments," "in some embodiments," "in one embodiment," or "in an embodiment" in places throughout the specification are not necessarily all referring to the same embodiment. Furthermore, the particular features, structures or characteristics may be combined in any suitable manner in one or more embodiments.

[0025] Now referring to FIG. 1, a block diagram of a system 100 for IP project management and more particularly for patent search project delivery. The system 100 includes a user device 102, a server 104 connected to the user device through a network not shown in the figure.

[0026] The server device 104 may further include a processing unit 106 connected to a database 108.

[0027] In an implementation, the user device 102 may be a desktop computer, a laptop computer, a tablet computer or any other handheld user device. The user device 102 may include a processor, not shown in the figure, to process the information. The user device may also include a plurality of input devices, not shown in figure, like touch pad, key board, mouse, wireless stylus, etc. The input devices help a user of a device to provide an input to the user device 102. Further, the user device 102, may also include a plurality of output devices like display, printer, etc.

[0028] In another implementation server 104 is a remotely placed server. The server 104 receives information from the user device 102 through the network. The server 104 may be implemented using web-based techniques. The network may be a wireless or a wired network. Wired network may vary from Local Area network (LAN), Wide Area network (WAN), or Metropolitan Area Network (MAN). Wireless network may vary from Wi-Fi, mobile networks like 4G, 3G, 2G, CDMA, etc.

[0029] In yet another implementation, the processing unit 106 may be a central processing unit (CPU). The processing unit 106 may be effected using a single processor or by using multiple processors. The single processor may have multiple cores to perform various functions. The processor 106 may include various modules and tools that may be microprocessors to facilitate the functioning of the processor 106 and the system 100.

[0030] In yet another implementation, the database 108 may be a memory database. The database 108 may include instructions that may be fetched by the processing unit 106 to perform its functions. Also, the database 108 may be utilized to store data files that may be uploaded by the user. Database 108 may also include details of multiple users who may log onto the system 100 and their access rights based on their roles. The database may also keep a log of login times of the users in order to keep a record of data access.

[0031] The user device 102 may collect information through a user interface. The user interface may be initiated by a user by activating a software application. The software application may either be installed as a stand-alone application or may be accessed through a web application by accessing a dedicated Unique Resource Locator (URL). The user interface may require the user to firstly input login credentials to identify and provide correct access to the user. The system 100 may have at least two types of users. One user may have admin rights and may be able to upload data files and make any changes. Whereas, the second user may be a client user who may only be able to view the information and may be able to do graphical analysis that will be discussed later in the detailed description.

[0032] The user, after authentication is presented with a user specific dashboard. Dashboard may include information like projects completed, projects on going, projects uploaded, feedback from client etc. The user may be able create a new project, using the dashboard. For the new project, the user may be required to create multiple categorization heads. These categorization heads may be technical categories or heads that may have been used for categorization of patent and non-patent data. The categorization heads may be predefined by the user as the data may have been already analyzed and categorized in a data file. The data file may be a comma separated values (CSV) file or any other suitable file. As the categorization heads have been already decided and data analyzed is present under the

categorization heads, the user is required to create exact categorization heads on the new project page. After the categorization heads have been created on the user interface, the user may upload the data file (csv file) to the system 100. The system 100 may receive the file and prompt the user to either match the heads, or simply match them automatically. After the matching has been performed, data under each categorization heads are extracted from the data file and placed under the matching categorization heads on the user interface. Further, the data file may also be stored in the database 108 and correlated to the corresponding project name. Also, the admin user may upload any number of related documents that are to be delivered to the client user. Documents may be text document, a presentation, a spreadsheet etc. in another implementation, the data extracted from the data file may also be stored within the database 108 under the corresponding project name and categorization heads. Hence, the database stores both the data extracted and the corresponding data files uploaded for the project name.

[0033] Client logging on to the system 100, may be able to view the details through corresponding user interface. Also, the client may be able to do a plurality of graphical analysis ranging from sentimental analysis, patent filing median representation, technology inclination representation, future prediction, research and development gaps identification analysis, taxonomical analysis, claim progression analysis, and patent and non-patent document ranking (to be described later in detailed description). Further, the client is also provided with an Ad-hoc analysis functionality. The Ad-Hoc analysis may provide the client or the user with functionalities like keyword highlighting, data export that may be general or selective, work folder creation, and feedback mechanism (to be described later in detailed description).

[0034] Now referring to FIG. 2, a block diagram of the processing unit 106 and its internal components, in accordance with an embodiment of the present disclosure. The processing unit 106 further includes an authentication module 202, a project module 204 and an analysis display module 206.

[0035] The authentication module 202 is configured to receive the login credentials collected by the user device 102. The authentication module 202, after receiving the credentials, verifies the credentials by cross checking the data. As described above, the credentials details data is stored within the connected database 108. If the credentials supplied are correct then the authentication module 202, identifies what type of user has logged in. As described above, the user may be of at least two types. A client user and an admin user. The access to data for both types of users is different. The client user has only read access, whereas the admin user has read and write access.

[0036] The project module 204, after successful authentication of the user, helps user to get access to existing projects or create new projects. For the admin user, the project module 204 fetches all the projects that the user has completed, doing, delivered, or has been assigned with. The user may also add new projects manually. The project module also provides the user the functionality of uploading the analyzed data file that may contain both patent and non-patent references. For the client user, the project module 204, fetches all projects

delivered, analyzed, to be analyzed and also provide feedback functionality for the delivery. The feedback may be given on a whole project or some specific part of the project.

[0037] The analysis display module 206 displays the analyzed data under the categorization heads generated by the admin user. The analyzed data may be displayed in a tabular form with multiple rows displaying data respective categorization data.

[0038] Now referring to FIG. 3, a block diagram of the project module 204 and its components, in accordance with an embodiment of the present disclosure. The project module includes a new project module 302, an existing project module 304, a data categorization module, categorization matching module 308, a data extraction module 310, a graphical analysis module 312 and an Ad-Hoc analysis module 314.

[0039] The new project module 302 is responsible for creation of a new project and all other details corresponding the new project. The details along with project title may be stored to the database 108 connected to the processing unit 106. The existing project module 304, manages details and data files of the existing projects. It may also keep a track of the progress of the existing project. It may also provide timely reminders to a person or team working on the project and also keep a track of the time spent. Also, the existing project module may provide reminders to the client user to verify or review the project and track the client user's progress of the review.

[0040] Data categorization module 306 helps a user to create categorization heads. The categorization heads are based on data file that has been pre-analyzed by the team working on the project. The admin user may create the categorization heads manually. Categorization

matching module 308 is responsible for matching the categorization heads generated and the categorization heads in the data file uploaded for the specific project. The categorization may be row headers of a tabular format data file. The categorization matching module 314 matches the categorization heads using a text analysis techniques known in the art.

[0041] Data extraction module 310 is responsible for extraction of data from the data file uploaded by the admin user for the specific project. The data extraction module checks whether the data categorization heads are matched or not. Only if there is a match, the data categorization module extracts data from respective rows of the categorization heads, within the data file, and places them under the generated categorization heads. As described earlier, the data may be formatted in a tabular format.

[0042] The graphical analysis module 312 provides various tools for the user be it admin user or the client user to analyze the data uploaded. The various types of analysis that the user may use and perform for data analysis will be described in conjunction with detailed description of FIG. 4 A. The graphical analysis module 312 may provide multiple graphs to analyze the extracted information. Graphs may be pie charts, bar graphs, line charts, box charts, etc. Graphical analysis module 312 may be utilized by the client user to analyze the data extracted.

[0043] The Ad-Hoc analysis module 314 may provide extra analysis tools to help the user further analyze data, details regarding this will be described in detail in conjunction with FIG. 4B.

[0044] Now referring to FIG. 4A, a block diagram of the graphical analysis module 312 and its internal components, in accordance with an embodiment of the present disclosure. The graphical analysis module 312 includes a sentimental analysis tool 402, a patent filing median representation tool 404, a technology inclination representation tool, a future prediction tool 408, an R&D gaps identification tool 410, a taxonomical analysis tool 412, a claim progression analysis tool 414, and 1 Patent & non-Patent data ranking tool 416.

[0045] The client user may invoke sentimental analysis tool 402 for performing sentimental analysis on the data extracted. The sentimental analysis predicts the over-all sentiment towards a particular technology or categorization head. The sentiments may be overall attitude towards the technology. Whether the technology has been adopted by the industry or not. Where is it going, at what pace it is growing or probably why it is declining.

The sentimental analysis tool 402 may be invoked using an interface button or touch screen button. The sentiment may be analyzed for either the whole set of information or for a selected set of data.

[0046] The patent filing median representation tool 404 may be invoked by the client user when analysis of patent filing trend is to be analyzed. It provides, in a preferred embodiment, a box plot graph for indication of the median value of the patent filing trend. Hence, whether the patent filing is on a rise or decrease is apparent using such an analysis.

[0047] The technology inclination representation tool 406, provides a box plot graph to analyze technology indication trend year wise. The technology indication may be identified on basis of International Patent Classification/Cooperative Patent classification, or any other such classification. The graph would give an indication of how a particular technology has been growing for the past some years. Years may be selected by the client user or may also be provided by the user interface for selection.

[0048] Future prediction tool 408, helps the client user to understand from the filing analysis of the data, that what is the next level technology where in innovation is moving to. R&D gaps identification tool 410 specifically identifies various gaps that may be available in a technological area. This may help to identify white spaces wherein the client user may focus his resources.

[0049] Taxonomical analysis tool 412 provides a graphical analysis for the client user that may be utilized for analyzing patent/non-patent references belonging to a specific technological field of client user's interest.

[0050] The claim progression analysis tool 414 helps in analysing the claim evolution of a patent family and include multiple steps like claim comparison, identifying newly added elements in claims, identifying deleted elements from claims, etc.

[0051] The patent and non-patent data ranking tool 416 helps in ranking the references. Key bibliographic details corresponding to references is valued and then normalized. Further, the normalized data is then subjected to a regression and validation process. After this ranking of the references is obtained.

[0052] Now referring to FIG. 4B, a block diagram of the Ad-Hoc analysis tool 314 and its components, in accordance with an embodiment of the present disclosure. The Ad-hoc

analysis tool may include a keyword highlighting tool 452, a data export tool 454, a feedback tool 456, and a work folder creation tool.

[0053] The keyword highlighting tool 452, may help the client user or the admin user to highlight specific tools for emphasis. In addition to this, the keyword highlighting tool 452 may also help the client user to add comments to specific sections or general comments as well.

[0054] The data export tool 454, is configured to export specific set of references and their corresponding data or complete data, the data export tool 454 may also help the client user to download specific graphs generated by the client user while analyzing. The graphs may be downloaded as high-resolution pictures or as live graphs that indicate specific values attached to various parts etc. when client user scrolls over the downloaded graphs.

[0055] The work folder creation tool 458 helps the client user to create folders within the project for some selected references including both patent and non-patent references. The client user may then assign these work folders to other team members as well.

[0056] The Ad-Hoc analysis tool includes a feedback tool 456 through which the client user may provide feedback directly without using mail etc. he can give specific feedback on specific sections or a general feedback. The feedback is immediately sent to the admin user who may see it as notifications. These feedbacks may also have a weightage and may be used for performance tracking of team members who worked on the projects delivered to multiple clients.

[0057] In an implementation, the Ad-Hoc analysis tool further provides the client user a functionality to further search within a search project data uploaded. Client user may also further analyse this sub set data search through graphical analysis as well.

[0058] Now referring to FIG. 5A, a user dashboard 500, in accordance with an embodiment of the present disclosure. The user dashboard 500 includes a menu region 502. The menu region 502 may include multiple tabs by which the user may interact with the dashboard. Projects may be managed using project management area 504. The description area 506 identifies and classifies the type of project and may include heading of the project.

[0059] Now referring to FIG. 5B, illustrating specific sections of the user dashboard 500. The menu section 502 includes a project tab 508 to access existing projects and also to add new project. The "admin add" tab 510 that helps creating a new project. To create a new project, the user may mention in project type field 512, that what type of project is being created. Further details of the project may be added to project name field 514. The details may be saved using the submit tab 516. All details are submitted and stored in the database 108.

[0060] Now referring to FIG. 6, a flow chart illustrating overall method 600 for delivering patent search project, in accordance with an exemplary embodiment of the present disclosure.

The method starts at stem 602, wherein the user is provided with the user interface to login to the system. The user may enter his login credentials into the user interface. Login credentials may be a combination of a user ID password, a one-time password (OTP), fingerprint scan, biometric scan, or a voice scan. The login credentials received are authenticated at step 604. The credentials received from the user are cross verified with the details stored in the database 108. The database 108 stores authentication details and role information of the users. Based on the user credentials received, the user is authenticated and his roles is fetched. As described above there are at least two types of user within the system 100 the admin user having all read/write rights and the client user having read only rights. Once the user is authenticated successfully, at step 606, the user is provided access to the dashboard corresponding to that specific user whose credentials have been received. Dashboard for the admin user and the client user may differ. As the admin user has more functionalities to access, the dashboard may have more number of tabs that in the client user's dashboard.

[0061] The admin user is then provided an interface at step 608 to create a project. The admin user enters all details regarding the type of project, and the title or project. The admin user may also share the created project with other team members. At step 610, the admin user is provided an interface to create categorization heads. The admin user may create multiple categorization heads for a particular project. Categorization heads are created based on the categorization heads of the data file. The data file contains pre-analyzed and pre-categorized patent and non-patent references. Categorization heads are based on the type of project being undertaken. For e.g. for a patent landscape, categorization heads may be taxonomical heads, for a prior art search categorization heads may be key features of the search, etc. Further, at step 612, data file containing pre-analyzed data being uploaded by the admin user is received by the system 100. At step 614, the processing unit 106 matches the categorization heads in the data file with the categorization heads created by the admin user, in case, the categorization heads match, at step 618, the data from the data file is extracted and added to columns corresponding to the categorization heads. The extracted data may be in a tabular

form. However, if the categorization heads do not match, at step 616, the user is prompted to verify the heads and after correction the method completes step 618 as described above.

[0062] Now referring to FIG. 7, illustrating a block diagram of an exemplary computer system 702 for implementing various embodiments is disclosed. Computer system 702 may comprise a central processing unit ("CPU" or "processor") 704. Processor 704 may comprise at least one data processor for executing program components for executing user- or system-generated requests. A user may include a person, a person using a device such as such as those included in this disclosure, or such a device itself. Processor 704 may include specialized processing units such as integrated system (bus) controllers, memory management control units, floating point units, graphics processing units, digital signal processing units, etc. Processor 704 may include a microprocessor, such as AMD Athlon, Duron or Opteron, ARM's application, embedded or secure processors, IBM PowerPC, Intel's Core, Itanium, Xeon, Celeron or other line of processors, etc. Processor 704 may be implemented using mainframe, distributed processor, multi-core, parallel, grid, or other architectures. Some embodiments may utilize embedded technologies like application-specific integrated circuits (ASICs), digital signal processors (DSPs), Field Programmable Gate Arrays (FPGAs), etc.

[0063] Processor 704 may be disposed in communication with one or more input/output (I/O) devices via an I/O interface 706. I/O interface 706 may employ communication protocols/methods such as, without limitation, audio, analog, digital, monoaural, RCA, stereo, IEEE- 1394, serial bus, universal serial bus (USB), infrared, PS/2, BNC, coaxial, component, composite, digital visual interface (DVI), high-definition multimedia interface (HDMI), RF antennas, S-Video, VGA, IEEE 802.n /b/g/n/x, Bluetooth, cellular (e.g., code-division multiple access (CDMA), high-speed packet access (HSPA+), global system for mobile communications (GSM), long-term evolution (LTE), WiMax, or the like), etc.

[0064] Using I/O interface 706, computer system 702 may communicate with one or more I/O devices. For example, an input device 708 may be an antenna, keyboard, mouse, joystick, (infrared) remote control, camera, card reader, fax machine, dongle, bio metric reader, microphone, touch screen, touchpad, trackball, sensor (e.g., accelerometer, light sensor, GPS, gyroscope, proximity sensor, or the like), stylus, scanner, storage device, transceiver, video device/source, visors, etc. An output device 710 may be a printer, fax machine, video display (e.g., cathode ray tube (CRT), liquid crystal display (LCD), light -emitting diode (LED), plasma, or the like), audio speaker, etc. In some embodiments, a transceiver 712 may be disposed in connection with processor 704. Transceiver 712 may facilitate various types of wireless transmission or reception. For example, transceiver 712 may include an antenna operatively connected to a transceiver chip (e.g., Texas Instruments WiLink WL1283, Broadcom BCM4760IUB8, Infineon Technologies X-Gold 618-PMB9800, or the like), providing IEEE 802.1 la/b/g/n, Bluetooth, FM, global positioning system (GPS), 2G/3G HSDPA/HSUPA communications, etc.

[0065] In some embodiments, processor 704 may be disposed in communication with a communication network 714 via a network interface 716. Network interface 716 may communicate with communication network 714. Network interface 716 may employ connection protocols including, without limitation, direct connect, Ethernet (e.g., twisted pair 10/100/1000 Base T), transmission control protocol/internet protocol (TCP/IP), token ring,

IEEE 802.11a/b/g/n/x, etc. Communication network 714 may include, without limitation, a direct interconnection, local area network (LAN), wide area network (WAN), wireless network (e.g., using Wireless Application Protocol), the Internet, etc. Using network interface 716 and communication network 714, computer system 702 may communicate with devices 718, 720, and 722. These devices may include, without limitation, personal computer(s), server(s), fax machines, printers, scanners, various mobile devices such as cellular telephones, smartphones (e.g., Apple iPhone, Blackberry, Android-based phones, etc.), tablet computers, eBook readers (Amazon Kindle, Nook, etc.), laptop computers, notebooks, or the like. In some embodiments, the computer system 602 may itself embody one or more of these devices.

[0066] In some embodiments, processor 704 may be disposed in communication with one or more memory devices (e.g., a RAM 726, a ROM 728, etc.) via a storage interface 724. Storage interface 724 may connect to memory devices 730 including, without limitation, memory drives, removable disc drives, etc., employing connection protocols such as serial advanced technology attachment (SAT A), integrated drive electronics (IDE), IEEE- 1394, universal serial bus (USB), fiber channel, small computer systems interface (SCSI), etc. The memory drives may further include a drum, magnetic disc drive, magneto-optical drive, optical drive, redundant array of independent discs (RAID), solid-state memory devices, solid-state drives, etc.

[0067] Memory devices 730 may store a collection of program or database components, including, without limitation, an operating system 732, a user interface application 734, a web browser 736, a mail server 738, a mail client 740, a user/application data 742 (e.g., any data variables or data records discussed in this disclosure), etc. Operating system 732 may facilitate resource management and operation of computer system 702. Examples of operating system 732 include, without limitation, Apple Macintosh OS X, Unix, Unix-like system distributions (e.g., Berkeley Software Distribution (BSD), FreeBSD, NetBSD, OpenBSD, etc.), Linux distributions (e.g., Red Hat, Ubuntu, Kubuntu, etc.), IBM OS/2, Microsoft Windows (XP, Vista 7/8, etc.), Apple iOS, Google Android, Blackberry OS, or the like. User interface 734 may facilitate display, execution, interaction, manipulation, or operation of program components through textual or graphical facilities. For example, user interfaces may provide computer interaction interface elements on a display system operatively connected to computer system 702, such as cursors, icons, check boxes, menus, scrollers, windows, widgets, etc. Graphical user interfaces (GUIs) may be employed, including, without limitation, Apple Macintosh operating systems' Aqua, IBM OS/2, Microsoft Windows (e.g., Aero, Metro, etc.), Unix X-Windows, web interface libraries (e.g., ActiveX, Java, Javascript, AJAX, HTML, Adobe Flash, etc.), or the like.

[0068] In some embodiments, computer system 702 may implement web browser 736 stored program component. Web browser 736 may be a hypertext viewing application, such as Microsoft Internet Explorer, Google Chrome, Mozilla Firefox, Apple Safari, etc. Secure web browsing may be provided using HTTPS (secure hypertext transport protocol), secure sockets layer (SSL), Transport Layer Security (TLS), etc. Web browsers may utilize facilities such as AJAX, DHTML, Adobe Flash, JavaScript, Java, application programming interfaces (APIs), etc. In some embodiments, computer system 702 may implement mail server 738 stored program component. Mail server 738 may be an Internet mail server such as Microsoft Exchange, or the like. Mail server 738 may utilize facilities such as ASP, ActiveX, ANSI C++/C#, Microsoft .NET, CGI scripts, Java, JavaScript, PERL, PHP, Python, WebObjects, etc. Mail server 738 may utilize communication protocols such as internet message access protocol (IMAP), messaging application programming interface (MAPI), Microsoft Exchange, post office protocol (POP), simple mail transfer protocol (SMTP), or the like. In some embodiments, computer system 702 may implement mail client 740 stored program component. Mail client 740 may be a mail viewing application, such as Apple Mail, Microsoft Entourage, Microsoft Outlook, Mozilla Thunderbird, etc.

[0069] In some embodiments, computer system 702 may store user/application data 742, such as the data, variables, records, etc. as described in this disclosure. Such databases may be implemented as fault -tolerant, relational, scalable, secure databases such as Oracle or Sybase. Alternatively, such databases may be implemented using standardized data structures, such as an array, hash, linked list, struct, structured text file (e.g., XML), table, or as object-oriented databases (e.g., using ObjectStore, Poet, Zope, etc.). Such databases may be consolidated or distributed, sometimes among the various computer systems discussed above in this disclosure. It is to be understood that the structure and operation of the any computer or database component may be combined, consolidated, or distributed in any working combination.

[0070] The order in which the method is described is not intended to be construed as a limitation, and any number of the described method blocks can be combined in any order to implement the method or alternate methods. Additionally, individual blocks may be deleted from the method without departing from the spirit and scope of the subject matter described herein. Furthermore, the method can be implemented in any suitable hardware, software, firmware, or combination thereof. However, for ease of explanation, in the embodiments described below, the method may be considered to be implemented in the above described system and/or the apparatus and/or any electronic device (not shown).

[0071] The above description does not provide specific details of manufacture or design of the various components. Those of skill in the art are familiar with such details, and unless departures from those techniques are set out, techniques, known, related art or later developed designs and materials should be employed. Those in the art are capable of choosing suitable manufacturing and design details.

[0072] Note that throughout the following discussion, numerous references may be made regarding servers, services, engines, modules, interfaces, portals, platforms, or other systems formed from computing devices. It should be appreciated that the use of such terms is deemed to represent one or more computing devices having at least one processor configured to or programmed to execute software instructions stored on a computer readable tangible, non-transitory medium or also referred to as a processor-readable medium. For example, a server can include one or more computers operating as a web server, database server, or other type of computer server in a manner to fulfill described roles, responsibilities, or functions. Within the context of this document, the disclosed devices or systems are also deemed to comprise computing devices having a processor and a non-transitory memory storing instructions executable by the processor that cause the device to control, manage, or otherwise manipulate the features of the devices or systems.

[0073] Some portions of the detailed description herein are presented in terms of algorithms and symbolic representations of operations on data bits performed by conventional computer components, including a central processing unit (CPU), memory storage devices for the CPU, and connected display devices. These algorithmic descriptions and representations are the means used by those skilled in the data processing arts to most effectively convey the substance of their work to others skilled in the art. An algorithm is generally perceived as a self-consistent sequence of steps leading to a desired result. The steps are those requiring physical manipulations of physical quantities. Usually, though not necessarily, these quantities take the form of electrical or magnetic signals capable of being stored, transferred, combined, compared, and otherwise manipulated. It has proven convenient at times, principally for reasons of common usage, to refer to these signals as bits, values, elements, symbols, characters, terms, numbers, or the like.

[0074] It should be understood, however, that all of these and similar terms are to be associated with the appropriate physical quantities and are merely convenient labels applied to these quantities. Unless specifically stated otherwise, as apparent from the discussion herein, it is appreciated that throughout the description, discussions utilizing terms such as "generating," or "monitoring," or "displaying," or "tracking," or "identifying," "or receiving," or the like, refer to the action and processes of a computer system, or similar electronic computing device, that manipulates and transforms data represented as physical (electronic) quantities within the computer system's registers and memories into other data similarly represented as physical quantities within the computer system memories or registers or other such information storage, transmission or display devices.

[0075] The methods illustrated throughout the specification, may be implemented in a computer program product that may be executed on a computer. The computer program product may comprise a non-transitory computer-readable recording medium on which a control program is recorded, such as a disk, hard drive, or the like. Common forms of non-transitory computer-readable media include, for example, floppy disks, flexible disks, hard disks, magnetic tape, or any other magnetic storage medium, CD-ROM, DVD, or any other optical medium, a RAM, a PROM, an EPROM, a FLASH-EPROM, or other memory chip or cartridge, or any other tangible medium from which a computer can read and use.

[0076] Alternatively, the method may be implemented in transitory media, such as a transmittable carrier wave in which the control program is embodied as a data signal using transmission media, such as acoustic or light waves, such as those generated during radio wave and infrared data communications, and the like.

[0077] The terminology used herein is for the purpose of describing particular embodiments only and is not intended to be limiting of the disclosure. It will be appreciated that several of the above-disclosed and other features and functions, or alternatives thereof, may be combined into other systems or applications. Various presently unforeseen or

unanticipated alternatives, modifications, variations, or improvements therein may subsequently be made by those skilled in the art without departing from the scope of the present disclosure as encompassed by the following claims.

[0078] The claims, as originally presented and as they may be amended, encompass variations, alternatives, modifications, improvements, equivalents, and substantial equivalents of the embodiments and teachings disclosed herein, including those that are presently unforeseen or unappreciated, and that, for example, may arise from applicants/patentees and others.

[0079] It will be appreciated that variants of the above-disclosed and other features and functions, or alternatives thereof, may be combined into many other different systems or applications. Various presently unforeseen or unanticipated alternatives, modifications, variations, or improvements therein may be subsequently made by those skilled in the art which are also intended to be encompassed by the following claims.