Company Transfer Agreement

Transcription

1 US A1 (19) United States (12) Patent Application Publication (10) Pub. No.: US 2010/ A1 Pieraldi et al. (43) Pub. Date: Jun. 3, 2010 (54) SOFTWARE ESCROW SERVICE Related US. Application Data (76) Inventors: Stephen A. Pieraldi, San Bruno, (60) Provisional application No. 61/099,523,?led on Sep. 23, 2008' CA S'S tts.ch S ths FrangLgO Cc; (Us) on Ou an Publication Classi?cation (51) Int. Cl. Correspondence Address: G06Q 50/ 00 (200601) FENWICK & WEST LLP G06Q 30/00 ( ) SILICON VALLEY CENTER, 801 CALIFORNIA (52) US. Cl /26 STREET (57) ABSTRACT MOUNTAIN VIEW, CA (US) _ A system and a method provide for perpetual software escrow services. A services management computer system is oper (21) Appl' N05 12/565,615 ated by a services management company and a trust computer system is operated by trust company. The perpetual provi (22) Filed; Sq), 23, 2009 sioning of the software escrow service is ensured by the trust. 200 < 202: inter-company Agreement Services Management 204: Trust and IP Company Transfer Agreement 210 Trust Company 216 Invest. Agreement 214: Customer Service Agreement e 206: Services 240 Q % Agreement investment Advisory Board 220 Customers 230 Third Party Service Providers

2 Patent Application Publication Jun. 3, 2010 Sheet 1 0f 36 US 2010/ A1 100 Services 110 Management Computer System Trust Company Computer System 140 Investment Advisory Board Computer Systems Customers Third party Computer SvStem/ Chem Dev'ces FIG. 1 Service Providers Computer Systems 200 < 202: Inter-Company Agreement ~ 210 Services Trust Management 204: Trust and IP Company Company Transfer Agreement =i j t 216 Invest. Agreement 214: Customer Service 0, 9 Agreement \OQ 206: Services Agreement Investment Advisory Board 230 Third Party Sen/ice Providers FIG. 2

3 I > a w w w? M ~ M M _ M _ n w _ w w a w ~ ~ ~ ~ M ~ M M _ M _ n w _ w w a w w u ~ ~ ~ ; Patent Application Publication Jun. 3, 2010 Sheet 2 0f 36 US 2010/ A1 Overall Methodology Third-Party Service Masjaggiim Colt ; gustornler Providers C?mpany Comguteyr 80m? er ys em Computer System Computer System System 300 Hosting of Digitai Storage Services Website / ~ ~ ~ - ~ m ~ - ~ ~ ~ ~ ~ ~ ~ ~ w ~ ~ ~ - ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ w e - - \ : Price Ugdate Cycle i t. l Request-m i 1 Provide 302 i l i Competitive Sen/ice C0313 Response Gather Cost Factors --~~so5 Re uest q 306 Appiy Financial Model t 1 i to Determine Minimal i 1 W307 Repiy with Cost Fund'ng : Provide Fund ' i Baiance & Minimum 1 1 Payment Due : 308 z Determine Seii : 1 Price 1 S Customer I" ~ ~ _~ ~ ~ - Visits Website 312 I Price i Offer Services 4305 Pr'ce Update i Update i t i / 314 Offer at Seli Price Select Service Level Financial < Registrati0n Customer Membership Created Account Assigned Registers \ ~ 322 Charge User for lnvoic > 320 Sgxaghe to 3e Purchase um as'e. Services ( core service Paymen charge") 324 Pa ment accrued : Transfer of Ownership Membership Pass Customer Registration Stored in information to Trust Database (Beneficiary) ii To F G_ 3B To FIG. 3B To FIG 3B To FIG. 35 FIG. 3A

4 Patent Application Publication Jun. 3, 2010 Sheet 3 0f 36 US 2010/ A Services T t Third-Party Service ms Customer Providers Management Company Computer Company Computer System Computer System Computer System System 330 > Provide Customer Service Agreement < -Evidence of Execution 332 Establish Customer Vault 333 Notify Trust > Of New Vault 334 Provide Certificate of > Perpetual Services / \ / Authorize Directow Access to Directory 7 Management & Management Access Control : : Create/Delete/ v. Store Customer 4 DlrectorIes Rename Folders Store Customer 4 Designate Access List Access Rights 350 Store Customer Catalog Customer Upload Digital Assets Digital Assets Digital Assets FIG. 17 FIG. 35 To FIG. 3C To FIG. 3C To FIG. 3C v

5 Patent Application Publication Jun. 3, 2010 Sheet 4 0f 36 US 2010/ A1 i30 Third-Party Service Providers Compater System 100 Services Management Company Compater System 110 Trust Company Computer System 350 Invoice Operations for Costs (Paid by Trust) 352 Pay Trust Portions of Customer Payments Based upon Trust Balance and Minimum Fee. Payment Sent To Trust 354 Receive and Log Payment. Retrieve User Record. Apply Credit For Payment & Accrue Obligation for Storage 356 Meter Usage Storage, Bandwidth 358 Notify Trust of Cost Changes 30 identity Cost Changes & Communicate to Trust Notification 362 Adjust Cost Model 368 Poll storage Update SQL 364 Pay Trust & Operating Expenses 370 Monitor Service Usage (vault and Bandwidth Management) 366 Pay 3rd Party Costs 3' 2 Migrate added services to Core FIG. 3C

6 Patent Application Publication Jun. 3, 2010 Sheet 5 0f 36 US 2010/ A1 " ifmem fiiagxmp ' 'im Fimibx 2* {3111mm 5mm Lagin infra p,,,,,,,,,,,,,,w if» ' my in a 53m! limit. W3 Mr?.4800 wmmrsa

7 Patent Application Publication Jun. 3, 2010 Sheet 6 0f 36 US 2010/ A1 < "mi 506 FIG. 5

8

9 Patent Application Publication Jun. 3, 2010 Sheet 8 0f 36 US 2010/ A1 $ $14.00 $12.00 ~ $10.00 $ $ COO Cwoo ' _-._._....._...,-..._._... OOOOO'OO'OO-OQ-OQ-QOO $- \ H H H H \ \ \ \ Storage Fully Loaded Cost Bandwidth Fully Loaded Cost D Fully Loaded Cost - - Storage Cost Used Bandwidth Cost Used - o - Total Cost Used FIG. 7

10 Patent Application Publication Jun. 3, 2010 Sheet 9 0f 36 US 2010/ A1 Customers Computer System/Client Devices it 8 it (<2 CU c: u m z m P Size t 235.2? 03 a; aymen ysem m 2 o (D. Q m a = (n O m I. (n = m M o m D. ( D % _,.. g a m n (n Authorization Authorization é Requests Responses v 100 Services Management 804- Company Spam F'ner Computer System 802 Service V V V 806 I 808 Central Logic 3rd 810 _ 812 Presentation I Party Service Trust Layer Generic Product Specific mterface Interface it it it V V 814 Database System Membership Settings Vaults Access Folders/File Info Accounting Log Metrics FIG. 8 Downloads Queries Query Responses Uploads V 130 Third Party Service Providers 110 Computer System Trust User Files Company Computer System

11 Patent Application Publication Jun. 3, 2010 Sheet 10 0f 36 US 2010/ A investment Alternate services Customer Third Party Advisory Board 1955? Management Com uter Service Providers (iab) we Company (SMC) 8 Sims (TPSP) Comp Computer System Computer System y Sys Req. for min % Contribution M M Deposits and Remittance Advices goi fmmbut'on % msse'ai st'sssz w. Investment SLA Metrics B k D ta f Confirmgtigzg Actions Retanfzevai Bgckuiar if V V interface to iab interface to SMC Web Emaii interface to TPSP Computer System Computer System Service Service Computer System I I V V iab interface SIVIC interface. TPSP interface Lo ic LO ic Presentation Layer L "; it it 600 Financial Model [FM] 922 DB Warehouse Access Layer Muiizjole Membership investment Product Transaction Administrative ACL Database Database Database Database 210 Trust Company Computer System it i t it FIG. 9

12 Patent Application Publication Jun. 3, 2010 Sheet 11 0f 36 US 2010/ A1 Customer Registration Services Customer Management Computer System Company Computer \ User Accesses Site, Requests Membership / - - Request > 1004 Present Registration Form 1006 \ <(re)present- Compiete Registration Form & Agree To 1008 Terms & Validate Conditions /.._(;@)Submit> Store User Registration information 814 Database i014, [ Receive EMaii ] <WEM3 Send Welcome Open, Click on Link to Activate 1018 Update Use;r Account T0 Active FIG. 10

13 Patent Application Publication Jun. 3, 2010 Sheet 12 0f 36 US 2010/ A1 Membership Creation / 1102 \ Validate membership attributes: (Formatted/ Required) Name (First, Last) Address Company \ Contact Phones / 1104 Create unique Membership identifier on Server 1106 Associate Membership identifier with Member attributes FIG. 11

14 Patent Application Publication Jun. 3, 2010 Sheet 13 0f 36 US 2010/ A1 120 Customer Computer System 100 Services Management Company Computer System 130 Third Party Storage Provider Computer System Access home Request Llst Request list of : page :<"""Response Customer s vaults 1208 Request ---> 1210 System retrieves selected Select vault < --Response Vault User clicks on Request_> button Add User 1214 to vault. System Builds Directory \/:i 1216 < Response Page User clicks Add : : Member Request_> 1218 System Builds User Entry 1220 User enters New Response Page User information. Address required. User Request_> 1222 selects Access System Validates Rights: [Owner, Address and Associates Read. Read/ Write]. the New Userto the Current vault with the Specified Access Control. Directory Management: Add User to Vault : 1224 System Logs Access Control Rule Change (Addition of user to the Specified vault) 1226 : System formats and sends an to the New User. The indicates that Customer has invited them to NM access vault Y with 1228,_M.. Access Rights Z. There is New User Receives mm" a link in the address to take them to the page Clicks on Link to to COWP'B? the" Complete the registration. \ /reg'strat'on' -----Request --> /% Ki: System 1230 Builds and 123? <_Responsew Displays the Registration I New User fills out Page_ additional W information and Clicks to Agree with Terms & Conditions ofthe Requestw>t 1234 Services. It the lnvitee IS system Bums and already a member- they Displays access page for will be redirected to the Vault login page. \ / FIG. 12

15 Patent Application Publication Jun. 3, 2010 Sheet 14 0f 36 US 2010/ A1 Directory Management: Remove User from Vault Services Customer Management Computer System Company Computer System 1302 Request > Select Access 1304 List Management System builds Access Control List page Response 1306 \ Customer seeects vault Request >- ' Customer seeects vault member and clicks Remove --_-_ System Builds Access Control List for Selected vault 1312 System removes User from the Access Control List for that Specified vault 1314 System Logs Access Control Ruie Change (Removal of Member from Specified vauet) FIG. 13

16 Patent Application Publication Jun. 3, 2010 Sheet 15 0f 36 US 2010/ A1 Dlrectory Management: Update User Access Rlghts Services Customer Management Computer Company System Computer System 1402 Request >/ L \ Select Access 1404 Control System builds Access Control page ( Response 1406 Customer selects vault R eques t - > 1408 System Builds Access Control List for Selected MU. vault 1410 Customer selects vault user < Response.._._ Request > System Builds Access Control R Rules for * es 9 onse- - Selected user User modifies vault user Access Control Rules Request ) 1416 \ / System updates Access Control List rules for Speci?ed User in Specified vault FIG System Logs Access Control Rule Change \ J

17 Patent Application Publication Jun. 3, 2010 Sheet 16 0f 36 US 2010/ A1 Directory and File Management Operations List vaults Create Folder Delete Folder FIG. 1 Upload File 5 Download File Delete File Rename File Rename Folder Fiie Protect File from Deletion Secure Activation/ Destruction of File

18 Patent Application Publication Jun. 3, 2010 Sheet 17 0f 36 US 2010/ A1 120 Customer Computer System Directory Management: Folder Management: Create, Delete and Rename Folders 100 Services Management Company Computer System 130 Third Party Storage Provider Computer System 1600 Access home page "Request List (-Response 1602 Request list of Customer s vaults /_._._. Request L st - - ~ > 1604 Retrieve Response vault List 166 Select vault Request-> 168 System retrieves selected vault Request List - -> 1609 Retrieve 4"* Respfmse folder List 1610 Navigate to Folder to create/ delete/rename Request- -> <~Response 1614 Select Folder Click activity icon (create/delete/ rename folder) 1618 Build & Send Confirm Page Confirm that folder is empty Confirm activity Validate Request to create/delete/ rename Folder Entry 1624 Request. > Perform action on folder ' Response (create/delete! rename) 1626 Log Folder Event in vault Log 1630 Display revised Folder page 1628 Build Page Send page FIG. 16 Page displayed at new folder level.

19 Patent Application Publication Jun. 3, 2010 Sheet 18 0f 36 US 2010/ A1 Upload of Digital Asset Services 130 Customer Management Third Party Computer Company Storage Provider System Computer Computer System System Request List~ - > 1704 Access home ' Request Llst Request list of Retrieve D a 9 e (-Response--- Customer s vaults < Res p onse vault List Request List H09 Select vault Request systenz rgtnevl'tas Retrieve / 58 e0 6 Va esponsem folder List Navigate to Request Build & Send Folder <~Respon8e Folder Page 1714 Request 1716 Click Upload lcon Build & Send :: 1718 < -Response File Selection Click Select Button and Navigate to Selected File : 1720 : Request MAW-Request 1724 Press Upload initiate -> 1722 Receive and Post We Entry in < ~ ~ ~ ~ Response Database Button FileTransfer ' ' Store File 1726 Log File Upload Event in vault Log 1728 Update Storage Allocation & Bandwidth Usage 1732 :3: View of Folder Response Build Page w th new uploaded File \ Send a e p g / FIG. 17

20 Patent Application Publication Jun. 3, 2010 Sheet 19 0f 36 US 2010/ A1 Download of Digital Asset Sen/ices 130 Customer Management Third Party Computer Company Storage Provider System Computer Computer System System Request Lisl > 1804 Access home Requesi U31, Request list of Retrieve page Responge Customer's vaults < ----Response- - vault List 1806 _ Request List > H09 Request System retrieves - Select vault i t d H Retrieve $9 68 ei/< Response?r List Navigate to Emblem» Build & Send _ /g Folder <_ esponse Folder Pa e 1813 Select File Click 1814 Donwload R eques t > 1816 won Build & Send File Destination R <- esponse Selection Page Navigate to Destination of Selected File I 1820 Request 1822 Request Click Save Initiate Fllte Request File Retrieve and Button Transfer Download Response Transfer File File Transfer 1826 Log File Download Event in vault Log 1828 Update Bandwidth Usage 1832 Page displayed FIG. 18 indicating 1830 successful?le Build Page transfer Send page

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