The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Sep. 30, 2025

Filed:

Oct. 08, 2015
Applicant:

Nasdaq, Inc., New York, NY (US);

Inventors:

Bret Beresford-Wood, San Francisco, CA (US);

Amanda Grosse, New York, NY (US);

Adam Ross, New York, NY (US);

Kevin Asuncion, San Francisco, CA (US);

Tom Solodyna, Maynard, MA (US);

Eric Folkemer, New York, NY (US);

Assignee:

Nasdaq, Inc., New York, NY (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 10/06 (2023.01); G06Q 10/0631 (2023.01); G06Q 40/12 (2023.01); G06Q 50/00 (2024.01); G06Q 50/18 (2012.01);
U.S. Cl.
CPC ...
G06Q 10/063114 (2013.01); G06Q 40/12 (2013.12); G06Q 50/01 (2013.01); G06Q 50/18 (2013.01);
Abstract

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.


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