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1. 发明申请

US20120304308A1 METHOD AND SYSTEM PROVIDING ADVICE AND SERVICES TO CONSUMERS 有权
标题翻译：向消费者提供建议和服务的方法和系统
公开(公告)号：US20120304308A1
公开(公告)日：2012-11-29
申请号：US13462225
申请日：2012-05-02
申请人： Trevor Sinclair , Paul J. David , Andrew Sherman , Paul Quirk
发明人： Trevor Sinclair , Paul J. David , Andrew Sherman , Paul Quirk
IPC分类号： G06F21/24
CPC分类号： G06Q50/265 , G06F21/6245 , G06Q10/00 , G06Q10/06
摘要： The present invention provides a method and system for providing advice and/or services to a consumer including the secure electronic storage of rich private personal data preferably held on behalf of persons entities. The system provides the applications, processes, controls and data management services to collect, transfer, store and selectively retrieve data necessary to perform specified planning and decision support activities that have been integrated with the secure data store. The invention provides for the data owner and authorized persons to gain access to accessible data to undertake permitted tasks. These tasks may include receiving data, or undertaking planning, or such other tasks as prescribed. In an embodiment, the system limits access to applications to authorized persons and requires permissions from the owner in order to manage data privacy standards. The system allows the owner to provide and revoke access to applications and tracks and records all access events.
摘要翻译：本发明提供了一种用于向消费者提供建议和/或服务的方法和系统，包括优先举行代表个人实体的富有私人个人数据的安全电子存储。该系统提供应用程序，过程，控制和数据管理服务，以收集，传输，存储和选择性检索已经与安全数据存储集成的指定规划和决策支持活动所必需的数据。本发明提供了数据所有者和授权人员访问可访问数据以进行允许的任务。这些任务可能包括接收数据，或进行规划，或者其他规定的任务。在一个实施例中，系统限制对授权人员的应用访问，并且要求所有者的许可以管理数据隐私标准。该系统允许所有者提供和撤销对应用程序的访问，并跟踪和记录所有访问事件。

2. 发明授权

US08543410B2 Method and system providing advice and services to consumers 有权
标题翻译：为消费者提供咨询和服务的方法和系统
公开(公告)号：US08543410B2
公开(公告)日：2013-09-24
申请号：US13462225
申请日：2012-05-02
申请人： Trevor Sinclair , Paul J. David , Andrew Sherman , Paul Quirk
发明人： Trevor Sinclair , Paul J. David , Andrew Sherman , Paul Quirk
IPC分类号： G06Q10/00
CPC分类号： G06Q50/265 , G06F21/6245 , G06Q10/00 , G06Q10/06
摘要： The present invention provides a method and system for providing advice and/or services to a consumer including the secure electronic storage of rich private personal data preferably held on behalf of persons entities. The system provides the applications, processes, controls and data management services to collect, transfer, store and selectively retrieve data necessary to perform specified planning and decision support activities that have been integrated with the secure data store. The invention provides for the data owner and authorized persons to gain access to accessible data to undertake permitted tasks. These tasks may include receiving data, or undertaking planning, or such other tasks as prescribed. In an embodiment, the system limits access to applications to authorized persons and requires permissions from the owner in order to manage data privacy standards. The system allows the owner to provide and revoke access to applications and tracks and records all access events.
摘要翻译：本发明提供了一种用于向消费者提供建议和/或服务的方法和系统，包括优先举行代表个人实体的富有私人个人数据的安全电子存储。该系统提供应用程序，过程，控制和数据管理服务，以收集，传输，存储和选择性检索已经与安全数据存储集成的指定规划和决策支持活动所必需的数据。本发明提供了数据所有者和授权人员访问可访问数据以进行允许的任务。这些任务可能包括接收数据，或进行规划，或者其他规定的任务。在一个实施例中，系统限制对授权人员的应用访问，并且要求所有者的许可以管理数据隐私标准。该系统允许所有者提供和撤销对应用程序的访问，并跟踪和记录所有访问事件。

3. 发明申请

US20090006124A1 Method and System Providing Advice and Services to Consumers 审中-公开
标题翻译：向消费者提供咨询和服务的方法和系统
公开(公告)号：US20090006124A1
公开(公告)日：2009-01-01
申请号：US12206539
申请日：2008-09-08
申请人： Trevor Sinclair , Paul J. David , Andrew Sherman , Paul Quirk
发明人： Trevor Sinclair , Paul J. David , Andrew Sherman , Paul Quirk
IPC分类号： G06Q99/00
CPC分类号： G06Q10/00 , G06F21/6245 , G06Q10/06 , G06Q50/265
摘要： The present invention provides a method and system for providing advice and/or services to a consumer including the secure electronic storage of rich private personal data preferably held in trust for and on behalf of a natural person or nominated business or corporate entities. The system provides the applications, processes, controls and data management services to collect from various sources, transfer, store and selectively retrieve data necessary to perform a range of specified planning and decision support activities or events, for which specific applications have been integrated with the secure data store for these purposes. The invention provides for the data owner and authorised persons such as advice and service providers to gain authenticated access to accessible data to undertake permitted tasks. These tasks may include receiving data or record views, or undertaking planning or decision support strategies, or such other tasks as are prescribed. In an embodiment, the system limits access to applications to approved authorised persons and requires specific permissions from the owner in order to manage data privacy standards. The system allows the owner to provide and revoke access permissions to applications and tracks and records all access events.
摘要翻译：本发明提供了一种用于向消费者提供咨询和/或服务的方法和系统，包括对于自然人或被指定的商业或公司实体而言代表和代表自己的人员而言，优先保持的富有私人个人数据的安全电子存储。该系统提供从各种来源收集的应用程序，过程，控制和数据管理服务，传输，存储和选择性检索执行一系列指定的规划和决策支持活动或事件所需的数据，为此具体应用程序已与安全数据存储用于这些目的。本发明提供数据所有者和诸如咨询和服务提供商的授权人员获得对可访问数据的认证访问以承担允许的任务。这些任务可能包括接收数据或记录视图，或进行规划或决策支持策略，或其他规定的其他任务。在一个实施例中，系统将对应用程序的访问权限于经许可的授权人员，并且需要来自所有者的特定许可以管理数据隐私标准。系统允许所有者提供和撤消对应用程序的访问权限，并跟踪和记录所有访问事件。

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