Patent ID: 9613380
Date: 2017-04-04
CPC Classifications: G06Q,H04L

Claim:
1. A method for sharing templates for use with a financial management application (FMA), comprising: obtaining, from each of a plurality of financial professionals using the FMA, a company profile comprising a data structure that includes:  wherein the company profiles include a new company profile obtained from a first financial professional, and  wherein the new company profile comprises a new chart of accounts for a new small business operating within a new commercial industry and at a new geographic location; generating a plurality of profile templates comprising, for each company profile, a profile template comprising the commercial industry, the geographic location, and a redacted version of the chart of accounts of the company profile by removing company-specific data from the first field, such that the redacted version of the chart of accounts is configured for a generic business entity operating within the commercial industry of the second field of the data structure, and at the geographic location of the third field of the data structure,  wherein the plurality of profile templates include a new profile template comprising the new commercial industry, the new geographic location, and a redacted version of the new chart of accounts; receiving, from the first financial professional using the FMA on a first client, a sharing preference that specifies the new profile template is shareable only with clients operatively connected to the first client by a private network; receiving, from one or more of the plurality of financial professionals, one or more requests to publicly share one or more of the plurality of profile templates; receiving, from a representative of a first small business using the FMA, a profile creation request specifying a first commercial industry and a first geographic location of the first small business; identifying, from the plurality of profile templates, a first profile template comprising the first commercial industry at the second field of the first profile template and the first geographic location at the third field of the first profile template; providing, in response to the profile creation request, the first profile template to the representative, wherein the representative uses the first profile template to create a first company profile for the first small business; receiving, from a second financial professional using the FMA on a second client, a new profile creation request specifying the new commercial industry and the new geographic location; determining that the second client of the second financial professional satisfies the sharing preference by being operatively connected to the first client by the private network; and providing, in response to the new profile creation request and the determination that the second client is operatively connected to the first client by the private network, the new profile template to the second financial professional.