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Overview

The EER (External Entity Relations) module manages relationships with external research entities, specifically focusing on university spin-off companies (EBTs - Empresas de Base Tecnológica) and research-intensive non-technological companies (EINCNTs).

Empresas

Manage spin-off companies and startups

Seguimiento

Track company development and status

Documentación

Organize company legal documentation

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Key Features

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Spin-off Company Management

  • Company Registration: Register new technology-based companies (EBTs) and research companies (EINCNTs)
  • Application Processing: Track company creation applications through approval workflow
  • Legal Documentation: Manage incorporation documents, bylaws, and notarial records
  • Multi-language Support: Company names and descriptions in multiple languages
  • Status Tracking: Monitor company lifecycle from application to dissolution

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Company Lifecycle Management

  • Submit company creation request
  • Define company type (EBT/EINCNT)
  • Provide business plan and objectives
  • Identify entrepreneur team
  • Define technology/knowledge base
  • Submit to review committee
  • Track application status (EN_TRAMITACION)

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Governance and Structure

  • Entrepreneurial Team (EmpresaEquipoEmprendedor): Track founding team members
  • Share Composition (EmpresaComposicionSociedad): Record ownership structure
  • Board of Directors (EmpresaAdministracionSociedad): Track company administrators
  • University Involvement: Monitor university participation and representation

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Main Entities

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Empresa (Company)

Located at: sgi-eer-service/src/main/java/org/crue/hercules/sgi/eer/model/Empresa.java
Key attributes:
  • fechaSolicitud: Application submission date
  • tipoEmpresa: Company type (EBT or EINCNT)
  • solicitanteRef: Applicant reference
  • nombreRazonSocial: Company legal name (multi-language)
  • entidadRef: Associated university entity reference
  • objetoSocial: Corporate purpose/objectives (multi-language)
  • conocimientoTecnologia: Technology/knowledge base (multi-language)
  • numeroProtocolo: Notarial protocol number
  • notario: Notary information (multi-language)
  • fechaConstitucion: Incorporation date
  • fechaAprobacionCG: Governing council approval date
  • fechaIncorporacion: University incorporation date
  • fechaDesvinculacion: Disassociation date
  • fechaCese: Cessation date
  • observaciones: Additional notes (multi-language)
  • estado: Current status
  • activo: Active flag

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Company States (EstadoEmpresa)

The company lifecycle includes these states:
  1. EN_TRAMITACION (In Process)
    • Initial application submitted
    • Under review by committee
    • Documentation being gathered
  2. NO_APROBADA (Not Approved)
    • Application rejected
    • Does not meet requirements
    • Alternative support may be offered
  3. ACTIVA (Active)
    • Company approved and incorporated
    • Operating with university relationship
    • Active monitoring and support
  4. SIN_ACTIVIDAD (Without Activity)
    • Company temporarily inactive
    • Relationship maintained
    • May reactivate
  5. DISUELTA (Dissolved)
    • Company legally dissolved
    • Relationship terminated
    • Final status

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Company Types (TipoEmpresa)

EBT (Empresa de Base Tecnológica) - Technology-Based Company:
  • Commercializes university research results
  • Based on technological innovation
  • Often involves patented technology
  • University may hold equity stake
EINCNT (Empresa Intensiva en Conocimiento No Tecnológico) - Research-Intensive Non-Technological Company:
  • Based on university research and knowledge
  • Not primarily technological
  • May involve social sciences, humanities, or professional services
  • University knowledge transfer without patents

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EmpresaEquipoEmprendedor (Entrepreneurial Team)

Tracks founding team members:
  • empresa: Associated company
  • personaRef: Team member reference
  • miembroEquipo: Team member flag
  • Roles and responsibilities

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EmpresaComposicionSociedad (Share Composition)

Ownership structure:
  • empresa: Associated company
  • miembroSociedadRef: Shareholder reference
  • fechaInicio, fechaFin: Ownership period
  • participacion: Ownership percentage
  • Type of participation (capital, services, etc.)

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EmpresaAdministracionSociedad (Company Administration)

Board and management:
  • empresa: Associated company
  • personaRef: Administrator reference
  • fechaInicio, fechaFin: Term of office
  • tipoAdministracion: Administration type (sole, joint, board)

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EmpresaDocumento (Company Documents)

Document management:
  • empresa: Associated company
  • nombre: Document name (multi-language)
  • tipoDocumento: Document type
  • comentarios: Comments (multi-language)
  • documentoRef: Reference to stored file
  • Version tracking

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User Workflows

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Submitting a Spin-off Application

  1. Navigate to EER module
  2. Create new company application (Empresa)
  3. Select company type (EBT or EINCNT)
  4. Enter company details:
    • Proposed legal name
    • Corporate objectives
    • Technology/knowledge base
  5. Add entrepreneurial team members
  6. Attach business plan and supporting documents
  7. Submit application for review
  8. Application status set to EN_TRAMITACION

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Processing an Application

  1. Review committee receives application
  2. Evaluate business plan and feasibility
  3. Assess technology transfer aspects
  4. Verify university policies compliance
  5. Make decision: approve or reject
  6. If approved:
    • Update status to EN_TRAMITACION (awaiting incorporation)
    • Provide guidance on incorporation process
  7. If rejected:
    • Update status to NO_APROBADA
    • Document reasons and communicate to applicant

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Incorporating an Approved Company

  1. Company incorporates legally
  2. Record incorporation details:
    • Incorporation date (fechaConstitucion)
    • Notarial protocol number and notary
    • Final legal name
  3. Record governing council approval (fechaAprobacionCG)
  4. Add share composition:
    • University participation if any
    • Founder shares
    • Other investors
  5. Add board of directors information
  6. Update status to ACTIVA
  7. Record university incorporation date (fechaIncorporacion)

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Monitoring Active Companies

  1. Track company performance and status
  2. Update composition changes:
    • New shareholders
    • Share transfers
    • Changes in university participation
  3. Update administration changes:
    • New directors
    • Officer changes
  4. Maintain document repository:
    • Annual reports
    • Financial statements
    • Shareholder agreements
    • License agreements
  5. Record status changes if company becomes inactive

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Closing Company Relationship

  1. Company decides to dissolve or disassociate
  2. Record relevant dates:
    • Disassociation date (fechaDesvinculacion)
    • Cessation date (fechaCese)
  3. Update status to SIN_ACTIVIDAD or DISUELTA
  4. Archive final documentation
  5. Close composition and administration records
  6. Set activo flag to false if fully closed

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Document Types

TipoDocumento master data includes:
  • Business plan
  • Articles of incorporation
  • Bylaws (statutes)
  • Shareholder agreements
  • License agreements
  • Annual reports
  • Financial statements
  • Governing council resolutions
  • Notarial deeds
  • Other legal documents

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Integration Points

The EER module integrates with:
  • CSP Module: Link companies to research projects that generated the technology
  • PII Module: Connect spin-offs to licensed inventions and patents
  • REP Module: Generate reports on spin-off portfolio and outcomes
  • COM Module: Notifications for application status changes and deadlines
  • External Systems: Company registry integration for verification

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Reporting and Analytics

Track key metrics:
  • Number of active spin-offs
  • EBT vs. EINCNT distribution
  • Success rate of applications
  • University equity holdings
  • Employment generated
  • Revenue and growth tracking
  • Survival rates by cohort
  • Technology transfer impact

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Multi-language Support

Multiple entities support multi-language content:
  • EmpresaNombreRazonSocial: Company name in different languages
  • EmpresaObjetoSocial: Corporate objectives in multiple languages
  • EmpresaConocimientoTecnologia: Technology description in multiple languages
  • EmpresaNotario: Notary information in multiple languages
  • EmpresaObservaciones: Observations in multiple languages
  • EmpresaDocumentoNombre: Document names in multiple languages
  • EmpresaDocumentoComentarios: Document comments in multiple languages

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API Endpoints

REST API structure:
  • /empresas: Company management
  • /empresas/{id}/equipo-emprendedor: Entrepreneurial team
  • /empresas/{id}/composicion-sociedad: Ownership structure
  • /empresas/{id}/administracion-sociedad: Board of directors
  • /empresas/{id}/documentos: Document management
  • /tipos-documento: Document type configuration

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Database Schema

Database migrations: 
sgi-eer-service/src/main/resources/db/changelog/
Core tables:
  • empresa - Company records
  • empresa_equipo_emprendedor - Entrepreneurial teams
  • empresa_composicion_sociedad - Share composition
  • empresa_administracion_sociedad - Administration
  • empresa_documento - Documents
  • Multi-language content tables for names, descriptions, etc.
  • tipo_documento - Document type master data

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Frontend Components

Web interface: 
sgi-webapp/src/app/module/eer/
Key features:
  • Company application forms
  • Application review interface
  • Company profile and dashboard
  • Ownership and governance tracking
  • Document repository
  • Status change workflows
  • Portfolio reporting and analytics

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