U.S. patent application number 17/694418 was filed with the patent office on 2022-06-23 for methods and systems configured for processing interface elements.
The applicant listed for this patent is Broadridge Investor Communication Solutions, Inc.. Invention is credited to Robert Niebanck.
Application Number | 20220198160 17/694418 |
Document ID | / |
Family ID | 1000006196769 |
Filed Date | 2022-06-23 |
United States Patent
Application |
20220198160 |
Kind Code |
A1 |
Niebanck; Robert |
June 23, 2022 |
METHODS AND SYSTEMS CONFIGURED FOR PROCESSING INTERFACE
ELEMENTS
Abstract
One embodiment of the present invention relates to electronic
voting methods and systems that help simplify the management of
institutional proxies. In one example, the methods and systems
manage the process of meeting notifications, voting, tracking,
mailing, reporting, record maintenance and/or vote disclosure rules
enacted by the SEC. In one specific example, this may be done for
thousands of publicly traded securities custodied at various banks,
brokers and global custodians. In another example, a system (and
corresponding method) may be provided for integrating, organizing
and displaying (e.g., via a website) information in a language of
preference for each user of the system. The information may
comprise meeting, agenda and/or ballot information and the users of
the system/method may be voting entities empowered to cast votes
via the system.
Inventors: |
Niebanck; Robert; (Eastport,
NY) |
|
Applicant: |
Name |
City |
State |
Country |
Type |
Broadridge Investor Communication Solutions, Inc. |
Newark |
NJ |
US |
|
|
Family ID: |
1000006196769 |
Appl. No.: |
17/694418 |
Filed: |
March 14, 2022 |
Related U.S. Patent Documents
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Application
Number |
Filing Date |
Patent Number |
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16834478 |
Mar 30, 2020 |
11275908 |
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17694418 |
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16150078 |
Oct 2, 2018 |
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16834478 |
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14952089 |
Nov 25, 2015 |
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16150078 |
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13871222 |
Apr 26, 2013 |
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14952089 |
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13607247 |
Sep 7, 2012 |
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13871222 |
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13117663 |
May 27, 2011 |
8271261 |
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13607247 |
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11674949 |
Feb 14, 2007 |
7953589 |
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13117663 |
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60773529 |
Feb 15, 2006 |
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Current U.S.
Class: |
1/1 |
Current CPC
Class: |
G06F 40/197 20200101;
G07C 13/00 20130101; G06F 40/58 20200101; G06Q 30/02 20130101; G06F
3/0484 20130101; G06F 40/157 20200101; G06F 3/0482 20130101; G06F
16/9535 20190101 |
International
Class: |
G06F 40/58 20060101
G06F040/58; G06Q 30/02 20060101 G06Q030/02; G06F 16/9535 20060101
G06F016/9535; G06F 40/157 20060101 G06F040/157; G06F 40/197
20060101 G06F040/197; G06F 3/0484 20060101 G06F003/0484; G06F
3/0482 20060101 G06F003/0482 |
Claims
1. A method comprising: parsing, by a processor, a plurality of
interface elements into a plurality of message tokens; wherein each
message token comprising a hierarchical string of a plurality of
descriptors; utilizing, by the processor, a subset of the plurality
of interface elements to query at least one source database for a
plurality of parameters associated with a visual presentation of
the subset of the plurality of interface elements; utilizing, by
the processor, the plurality of parameters to modify the visual
presentation of the subset of the plurality of interface elements;
and instructing, by the processor, to display the subset of the
plurality of interface elements on a screen of a device that is
configured to display the plurality of interface elements.
2. The method of claim 1, wherein the plurality of descriptors
comprises at least two of: an application descriptor, a page
specific descriptor, a content type descriptor, a context type
descriptor, or a content key descriptor.
3. The method of claim 1, wherein the plurality of interface
elements comprises at least two of: a text entry box, a drop-down
list box, a drop-down combo box, a column of a table, a text label
associated with a row of a table, a text label for a radio button,
a text label for a check box, a caption for a tab element, or a
caption for a command button.
4. A system comprising: a processor and a non-transient computer
memory storing instructions that, when executed by the processor,
instruct the processor to: parse a plurality of interface elements
into a plurality of message tokens; wherein each message token
comprising a hierarchical string of a plurality of descriptors;
utilize a subset of the plurality of interface elements to query at
least one source database for a plurality of parameters associated
with a visual presentation of the subset of the plurality of
interface elements; utilize the plurality of parameters to modify
the visual presentation of the subset of the plurality of interface
elements; and instruct to display the subset of the plurality of
interface elements on a screen of a device that is configured to
display the plurality of interface elements.
5. The system of claim 4, wherein the plurality of descriptors
comprises at least two of: an application descriptor, a page
specific descriptor, a content type descriptor, a context type
descriptor, or a content key descriptor.
6. The system of claim 5, wherein the plurality of interface
elements comprises at least two of: a text entry box, a drop-down
list box, a drop-down combo box, a column of a table, a text label
associated with a row of a table, a text label for a radio button,
a text label for a check box, a caption for a tab element, or a
caption for a command button.
Description
RELATED APPLICATIONS
[0001] This application is a continuation of U.S. patent
application Ser. No. 13/607,247, filed Sep. 7, 2012, which is a
continuation of U.S. patent application Ser. No. 13/117,663, filed
May 27, 2011, which is a continuation of U.S. Pat. No. 7,953,589,
issued May 31, 2011, which claims the benefit of U.S. Provisional
Appln. No. 60/773,529, filed Feb. 15, 2006, which are incorporated
herein by reference in their entirety.
FIELD OF THE INVENTION
[0002] One embodiment of the present invention relates to
electronic voting methods and systems that help simplify the
management of institutional proxies.
[0003] In one example, the methods and systems manage the process
of meeting notifications, voting, tracking, mailing, reporting,
record maintenance and/or vote disclosure rules enacted by the SEC.
In one specific example, this may be done for thousands of publicly
traded securities custodied at various banks, brokers and global
custodians.
[0004] In another example, a system (and corresponding method) may
be provided for integrating, organizing and displaying (e.g., via a
website) information in a language of preference for each user of
the system. The information may comprise meeting, agenda and/or
ballot information and the users of the system/method may be voting
entities empowered to cast votes via the system.
BACKGROUND OF THE INVENTION
[0005] There are various patents related to personalized/customized
content delivery based on localization (e.g., languages). The
following are a few examples: U.S. Pat. No. 7,149,964, issued Dec.
12, 1006 in the name of Cottrille et al.; U.S. Pat. No. 6,623,529,
issued Sep. 23, 2003 in the name of Lakritz; U.S. Pat. No.
6,557,005, issued Apr. 29, 2003 in the name of Buget; U.S. Pat. No.
6,429,995, issued Dec. 10, 2002 in the name of Atkin et al.; and
U.S. Pat. No. 6,345,293, issued Feb. 5, 2002 in the name of
Chaddha.
BRIEF DESCRIPTION OF THE DRAWINGS
[0006] FIGS. 1-3 are website pages showing "login" screens
(presented, respectively, in English, Japanese and German)
according to an embodiment of the present invention;
[0007] FIGS. 4-6 are website pages showing "home" screens
(presented, respectively, in English, Japanese and German)
according to an embodiment of the present invention;
[0008] FIGS. 7-9 are website pages showing "Meeting List" screens
(presented, respectively, in English, Japanese and German)
according to an embodiment of the present invention;
[0009] FIGS. 10-12 are website pages showing "Ballot List" screens
(presented, respectively, in English, Japanese and German)
according to an embodiment of the present invention;
[0010] FIGS. 13-15 are website pages showing "Vote Ballot" screens
(presented, respectively, in English, Japanese and German)
according to an embodiment of the present invention;
[0011] FIG. 16 shows a flowchart relating to building a language
specific html page from a jsp template according to an embodiment
of the present invention;
[0012] FIG. 17 shows a diagram of a computer device for presenting
information associated with a website according to another
embodiment of the present invention; and
[0013] FIG. 18 shows a diagram of a computer device for presenting
information associated with a website according to another
embodiment of the present invention.
[0014] Among those benefits and improvements that have been
disclosed, other objects and advantages of this invention will
become apparent from the following description taken in conjunction
with the accompanying figures. The figures constitute a part of
this specification and include illustrative embodiments of the
present invention and illustrate various objects and features
thereof.
DETAILED DESCRIPTION OF THE INVENTION
[0015] Detailed embodiments of the present invention are disclosed
herein; however, it is to be understood that the disclosed
embodiments are merely illustrative of the invention that may be
embodied in various forms. In addition, each of the examples given
in connection with the various embodiments of the invention is
intended to be illustrative, and not restrictive. Further, the
figures are not necessarily to scale, some features may be
exaggerated to show details of particular components. Therefore,
specific structural and functional details disclosed herein are not
to be interpreted as limiting, but merely as a representative basis
for teaching one skilled in the art to variously employ the present
invention.
[0016] Advisors and managers are typically required to comply with
SEC regulations regarding their proxy voting procedures and record
keeping. One embodiment of the present invention provides an
Internet tool that helps such advisors and managers achieve
compliance and streamline voting. In one example, the present
invention may help advisors and managers to manage, track,
reconcile and report proxy voting through electronic delivery of
ballots, online voting, and SEC compliant reporting and record
keeping (proxy information may, in one example, be provided through
an automated electronic interface based on share positions provided
directly to a system operator by various custodian
bank(s)/broker(s)).
[0017] One embodiment of the present invention provides a system
for integrating, organizing and displaying (e.g., via a website)
information in a language of preference for each user of the system
(see FIGS. 1-15 for examples of such displays according to various
language preferences). In one example (which example is intended to
be illustrative and not restrictive), the information may comprise
meeting, agenda and/or ballot information. In another example
(which example is intended to be illustrative and not restrictive),
the language of preference for each user may be expressed by the
user each time that the user signs on to the system. In another
example (which example is intended to be illustrative and not
restrictive), the language of preference for each user may be
expressed by the user once, such as at the time of a first sign-on.
In this latter example, the language of preference may then be used
for that user for subsequent sign-ons (or until changed by the
user). In another example (which example is intended to be
illustrative and not restrictive), the users of the system may be
voting entities empowered to cast votes via the system.
[0018] Referring now to FIGS. 1-3, website pages showing "login"
screens (presented, respectively, in English, Japanese and German)
according to an embodiment of the present invention are shown.
[0019] Of note, various graphical user interface elements
incorporate the specific languages associated with each webpage.
For example, FIG. 1 shows use of text entry box labels in English
(see, e.g., "Institution ID", "User ID", "Password"), use of a
command button caption in English (see, e.g., "Login"), use of a
check box label in English (see, e.g., "Save Login Info") use of a
tab element caption in English (see, e.g., "Login") and use of
various text labels in English. FIGS. 2 and 3 show the
corresponding elements in the respective languages.
[0020] Referring now to FIGS. 4-6, website pages showing "home"
screens (presented, respectively, in English, Japanese and German)
according to an embodiment of the present invention are shown.
[0021] Again, various graphical user interface elements incorporate
the specific languages associated with each webpage. For example,
FIG. 4 shows use of various text labels in English and use of a tab
element caption in English (see, e.g., "Home"). FIGS. 5 and 6 show
the corresponding elements in the respective languages.
[0022] Referring now to FIGS. 7-9, website pages showing "Meeting
List" screens (presented, respectively, in English, Japanese and
German) according to an embodiment of the present invention are
shown.
[0023] Again, various graphical user interface elements incorporate
the specific languages associated with each webpage. For example,
FIG. 7 shows use of a drop-down list box in English (see, e.g.,
"All"), use of a command button caption in English (see, e.g.,
"Apply"), use of text labels in English associated with the columns
of the table, use of various table data in English, use of tab
element captions in English (see, e.g., "Meeting List", "Meeting
Lookup") and use of various text labels in English. FIGS. 8 and 9
show the corresponding elements in the respective languages.
[0024] Referring now to FIGS. 10-12, website pages showing "Ballot
List" screens (presented, respectively, in English, Japanese and
German) according to an embodiment of the present invention are
shown.
[0025] Again, various graphical user interface elements incorporate
the specific languages associated with each webpage. For example,
FIG. 10 shows use of drop-down list boxes in English (see, e.g.,
"Accounts" and "All"), use of a command button caption in English
(see, e.g., "Apply"), use of text labels in English associated with
the columns of the table, use of various table data in English, use
of tab element captions in English (see, e.g., "Ballot List",
"Meeting Details") and use of various text labels in English. FIGS.
11 and 12 show the corresponding elements in the respective
languages.
[0026] Referring now to FIGS. 13-15, website pages showing "Vote
Ballot" screens (presented, respectively, in English, Japanese and
German) according to an embodiment of the present invention are
shown.
[0027] Again, various graphical user interface elements incorporate
the specific languages associated with each webpage. For example,
FIG. 13 shows use of drop-down list boxes in English (see, e.g.,
"Quick Vote"), use of radio button captions in English (see, e.g.,
"For", "Against", "Abstain"), use of check box text labels in
English (see, e.g., "Show Contrary To Policy"), use of a hyperlink
in English (see, e.g., "Comments"), use of text labels in English
associated with the columns of the table, use of various table data
in English, use of tab element captions in English (see, e.g.,
"Vote Ballot", "Meeting Details", "Ballot List") and use of various
text labels in English. FIGS. 14 and 15 show the corresponding
elements in the respective languages.
[0028] Of note, one embodiment of the present invention may use
"message tokens" to identify various script items that need to be
displayed. These message tokens may refer, for example, to specific
rows in a translation database (wherein there is a column in the
database for every language that the system needs to support). In
this configuration, the application logic may be consistent for all
applications across a given website (for example), but the language
of the presentation can be tailored to the preference of any
particular user at any particular time. To give one specific
example of such tailoring of language preferences (which example is
intended to be illustrative and not restrictive), the message token
"pe.common.label.account" may call up "Account" to the screen if
the language preference was English, the appropriate Japanese
characters to the screen if the language preference was Japanese,
and "Depot" to the screen if the language preference was German
(the system would recognize that the content of the field was the
account regardless of how it was described to the user).
[0029] In another embodiment of the present invention a method
(e.g., a data processing method) may be provided. This method may
include, but not be limited to: (a) tabularizing text elements into
message tokens composed of a hierarchical string of descriptors
including, but not limited to: application; page specific/common;
content type; context; content key; (b) interpreting the message
tokens to locate the row in a translation sheet database that
identifies the interpretation of the text element in any supported
language; (c) combining the message token and language preference
indicator to select the column and row in the database to select
the appropriate display; and (d) displaying the appropriate
language on the application screen.
[0030] Again, in one specific example (which example is intended to
be illustrative and not restrictive), the method may provide
meeting, agenda and/or ballot information which may be used by
voting entities in the language of their choice.
[0031] In other examples (which examples are intended to be
illustrative and not restrictive), the invention may provide for
the translation of any fixed body of information to be displayed
electronically, statically, dynamically and/or interactively.
Generic applications (e.g., global applications and/or help
screens) can be developed independent of the language of
presentation and additional languages can be added as needed (e.g.,
by inserting another column in the database).
[0032] Referring now to FIG. 16, an example of building language
specific html from a JavaServer Pages template is shown. More
particularly, as seen in this FIG. 16, the following steps may be
employed: [0033] JSP page issues a request for a language specific
string by locale (language preference) and key (message token)
[0034] a Translation sheet program looks to see if that language is
already loaded. If it is, the program drops through, picks up the
text associated with the language specific key from the cache and
returns it to the requesting JSP page. [0035] If the language
specific key is not loaded in the cache, the program gets the
language specific key value pairs from the database and creates a
hash map of the locale specific keys and values that is then loaded
into cache for rapid access. [0036] If no language specific text is
in the database corresponding to the language specific key
provided, the program will bring in the "English" text and present
English as the default language for that particular message token
to the JSP page for presentation. The remainder of the page will be
in the user selected language if available. [0037] If there is no
"English" text and no language specific text for the locale of
choice, the system will generate an error message string of
"???message token???" and return it to the JSP page for
presentation.
[0038] Referring now to FIG. 17, a computer device for presenting
information associated with a website according to one embodiment
of the present invention is shown. As seen in this FIG. 17, data
storage interface 1701 (which may comprise, for example, a direct
connection and/or a network such as the Internet and/or an
intranet) is arranged and configured to be coupled between database
1703 (which may comprise one or more physical databases) and input
mechanism 1705 (which may comprise, for example, a website, a
dedicated terminal, and/or any other desired input mechanism).
[0039] Further, the data storage interface 1701 operates to receive
data indicative of at least a first word in a first language and
provide the data to the database 1703 and the data storage
interface 1701 operates to receive data indicative of at least the
first word in a second language and provide the data to the
database 1703, wherein the second language is different from the
first language.
[0040] Further still, computer interface 1707 (which may comprise,
for example, a direct connection and/or a network such as the
Internet and/or an intranet) is arranged and configured to be
coupled between the database 1703 and computer 1709 (which may
comprise, for example, one or more computer servers operating as
website server(s)). The computer 1709 determines whether to display
data to a user of the website in the first language or the second
language (e.g., based on a preference set by the user and/or by a
system administrator).
[0041] Further still, display interface 1711 (which may comprise,
for example, a direct connection and/or a network such as the
Internet and/or an intranet) is arranged and configured to be
coupled between the computer 1709 and display mechanism 1713 (which
may comprise, for example, a monitor displaying one or more
webpages at one or more websites).
[0042] Computer 1709 displays on display mechanism 1713 via display
interface 1711 the data indicative of the first word in the first
language from database 1703 if it had been determined to display
data to the user of the website in the first language; computer
1709 displays on display mechanism 1713 via display interface 1711
the data indicative of the first word in the second language from
database 1703 if it had been determined to display data to the user
of the website in the second language; and computer 1709 displays
on display mechanism 1713 via display interface 1711 at least one
graphical user interface element.
[0043] Of note, the display in the first language may comprise
incorporating the stored data indicative of the first word in the
first language into the graphical user interface element; and the
display in the second language may comprise incorporating the
stored data indicative of the first word in the second language
into the graphical user interface element.
[0044] Referring now to FIG. 18, a computer device for presenting
information associated with a website according to one embodiment
of the present invention is shown. As seen in this FIG. 18,
computer 1801 (which may comprise, for example, one or more
computer servers operating as website server(s)) determines whether
to display data to a user of the website in a first language or a
second language, wherein the second language is different from the
first language.
[0045] Further data transmission interface 1803 (which may
comprise, for example, a direct connection and/or a network such as
the Internet and/or an intranet) is arranged and configured to be
coupled between source of data 1805 (which may comprise, for
example, one or more physical databases, a mechanism for inputting
data, and/or any other desired source(s) of data) and the computer
1801.
[0046] Further still, display interface 1807 (which may comprise,
for example, a direct connection and/or a network such as the
Internet and/or an intranet) is arranged and configured to be
coupled between the computer 1801 and display mechanism 1809 (which
may comprise, for example, a monitor displaying one or more
webpages at one or more websites).
[0047] If it had been determined by the computer 1801 to display
data to the user of the website in the first language, the
following is performed: (i) obtaining data indicative of at least a
first word in the first language, wherein the data is obtained from
the source of data 1805 via the data transmission interface 1803;
(ii) displaying on the display mechanism 1809 via the display
interface 1807 the data indicative of the first word in the first
language; and (iii) displaying on the display mechanism 1809 via
the display interface 1807 at least one graphical user interface
element.
[0048] If it had been determined by the computer 1801 to display
data to the user of the website in the second language, the
following is performed: (i) obtaining data indicative of at least
the first word in the second language, wherein the data is obtained
from the source of data 1805 via the data transmission interface
1803; (ii) displaying on the display mechanism 1809 via the display
interface 1807 the data indicative of the first word in the second
language; and (iii) displaying on the display mechanism 1809 via
the display interface 1807 at least one graphical user interface
element.
[0049] Of note, the display in the first language may comprise
incorporating the obtained data indicative of the first word in the
first language into the graphical user interface element; and the
display in the second language may comprise incorporating the
obtained data indicative of the first word in the second language
into the graphical user interface element.
[0050] In another embodiment of the present invention the system
may use essentially the same application logic (regardless of
language display), but allow the presentation of the information to
be sensitive to the language preference of the user and/or
administrator and to the contextual differences between like
expressions in different languages.
[0051] Of note, the present invention may, of course, be
implemented using any appropriate computer hardware and/or computer
software. In this regard, those of ordinary skill in the art are
well versed in the type of computer hardware that may be used
(e.g., a mainframe, a mini-computer, a personal computer ("PC"), a
network (e.g., an intranet and/or the Internet)), the type of
computer programming techniques that may be used (e.g., object
oriented programming), and the type of computer programming
languages that may be used (e.g., C++, Basic). The aforementioned
examples are, of course, illustrative and not restrictive.
[0052] While a number of embodiments of the present invention have
been described, it is understood that these embodiments are
illustrative only, and not restrictive, and that many modifications
may become apparent to those of ordinary skill in the art. For
example, certain methods may be "computer implementable" or
"computer implemented." In this regard, it is noted that while such
methods can be implemented using a computer, the methods do not
necessarily have to be implemented using a computer. Also, to the
extent that such methods are implemented using a computer, not
every step must necessarily be implemented using a computer.
Further, the present invention may be used in the context of any
desired number of different languages (the three presented herein
are examples only). Further still, any desired number of users may
be supported. Further still, any steps may be carried out in any
desired order (and any desired steps may be added and/or any
desired steps may be eliminated).
* * * * *