Patent ID: 8447680

Claim:
A method for facilitating a transaction, comprising: providing an e-vault system comprising a server and a storage system, the e-vault system being in electronic communication with a plurality of client systems comprising a first client system of a business merchant, a second client system of a first entity, and a third client system of a second entity; receiving and storing in the storage system, a core business profile from the first client system, the core business profile comprising documents relating to the business merchant; receiving and storing in the storage system, a first business relationship profile and a second business relationship profile from the first client system, the first business relationship profile comprising information relating to a business relationship between the business merchant and the first entity, the second business relationship profile comprising information relating to a second business relationship between the business merchant and the second entity; granting a first access right to the second client, wherein the first access right enables the second client to access the core business profile and the first business relationship profile, wherein the second client is restricted from accessing the second business relationship profile; granting a second access right to the third client; wherein the second access right enables the third client to access the core business profile and the second business relationship profile, wherein the third client is restricted from accessing the first business relationship profile; and facilitating a business transaction involving the business merchant and the first or the second entity by: receiving, via the e-vault system, from the business merchant, at least one business document for the business transaction, the at least one document comprising a first portion and a second portion, wherein the first portion of the at least one document is automatically populated with information based on information associated with the first or the second business relationship profile in the e-vault system; accessing, via the e-vault system, by the first or the second entity the at least one business document having the first portion of the at least one business document automatically populated with information; completing the business transaction by: inputting information, by the first or the second entity, into the second portion of the at least one business document having the first portion automatically populated with information; and after inputting information into the second portion of the at least one business document, providing the at least one business document to the e-vault system.