CA2428956A1 - Document management system and method - Google Patents

Document management system and method Download PDF

Info

Publication number
CA2428956A1
CA2428956A1 CA002428956A CA2428956A CA2428956A1 CA 2428956 A1 CA2428956 A1 CA 2428956A1 CA 002428956 A CA002428956 A CA 002428956A CA 2428956 A CA2428956 A CA 2428956A CA 2428956 A1 CA2428956 A1 CA 2428956A1
Authority
CA
Canada
Prior art keywords
party
remote
remote party
documents
repository
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Granted
Application number
CA002428956A
Other languages
French (fr)
Other versions
CA2428956C (en
Inventor
Michael J. Shutt
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Conduent Mortgage Services Inc
Original Assignee
Advectis Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Advectis Inc filed Critical Advectis Inc
Publication of CA2428956A1 publication Critical patent/CA2428956A1/en
Application granted granted Critical
Publication of CA2428956C publication Critical patent/CA2428956C/en
Anticipated expiration legal-status Critical
Expired - Lifetime legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/90—Details of database functions independent of the retrieved data types
    • G06F16/93—Document management systems
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F21/00—Security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
    • G06F21/60—Protecting data
    • G06F21/62—Protecting access to data via a platform, e.g. using keys or access control rules
    • G06F21/6218—Protecting access to data via a platform, e.g. using keys or access control rules to a system of files or objects, e.g. local or distributed file system or database
    • Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10—TECHNICAL SUBJECTS COVERED BY FORMER USPC
    • Y10S—TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10S707/00—Data processing: database and file management or data structures
    • Y10S707/99931—Database or file accessing
    • Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10—TECHNICAL SUBJECTS COVERED BY FORMER USPC
    • Y10S—TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10S707/00—Data processing: database and file management or data structures
    • Y10S707/99931—Database or file accessing
    • Y10S707/99933—Query processing, i.e. searching
    • Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10—TECHNICAL SUBJECTS COVERED BY FORMER USPC
    • Y10S—TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10S707/00—Data processing: database and file management or data structures
    • Y10S707/99931—Database or file accessing
    • Y10S707/99939—Privileged access

Landscapes

  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Theoretical Computer Science (AREA)
  • General Physics & Mathematics (AREA)
  • Physics & Mathematics (AREA)
  • Databases & Information Systems (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Human Resources & Organizations (AREA)
  • Strategic Management (AREA)
  • General Business, Economics & Management (AREA)
  • Data Mining & Analysis (AREA)
  • General Engineering & Computer Science (AREA)
  • Economics (AREA)
  • Tourism & Hospitality (AREA)
  • Quality & Reliability (AREA)
  • Operations Research (AREA)
  • Marketing (AREA)
  • Health & Medical Sciences (AREA)
  • Bioethics (AREA)
  • General Health & Medical Sciences (AREA)
  • Computer Hardware Design (AREA)
  • Computer Security & Cryptography (AREA)
  • Software Systems (AREA)
  • Storage Device Security (AREA)
  • Information Retrieval, Db Structures And Fs Structures Therefor (AREA)

Abstract

A system for managing data items at an electronic data repository with respect to a plurality of parties includes an electronic data repository and a computer processor programmed to receive data items from parties remote from the repository and from each other. The program stores the received data items in the repository. It provides each remote party access only to those data items within one or more data item sets corresponding to the remote party. The program prohibits any remote party from modifying any data item in the repository, and from deleting any data item from the repository, while the data item is part of a data item set of another remote party. A first remote party may access data items in a set corresponding to a second remote party, responsively to the second remote party.

Claims (48)

WHAT IS CLAIMED IS:
1. A system for managing data items at an electronic data repository with respect to a plurality of parties, the system comprising:
an electronic data repository; and a computer processor programmed to receive data items from parties remote from the repository and remote from each other, store the received data items in the repository, provide each remote party access only to those data items within one or more data item sets corresponding to the remote party, prohibit any remote party from modifying any data item in the repository, and from deleting any data item from the repository, while the data item is part of a data item set of another remote party, and permit a first remote party access to data items in a set corresponding to a second remote party, responsively to the second remote party.
2. The system as in claim 1, wherein data item sets corresponding to different remote parties include one or more data items in common.
3. The system as in claim 1, wherein the programmed processor applies a categorization of data item types within the data item sets corresponding to the remote parties.
4. The system as in claim 3, wherein definition of each categorization is selectable by the respective remote party through the programmed processor.
5. The system as in claim 1, wherein, responsively to a remote party, the programmed processor defines types of data items needed to complete a set, and wherein the programmed processor notifies the remote party when all the needed types of data items are stored in the repository for the set.
6. The system as in claim 1, wherein, responsively to a remote party, the programmed processor defines types of data items needed to complete a set, and wherein the programmed processor notifies the remote party if the needed types of data items are not stored in the repository for the set by a predefined time.
7. The system as in claim 1, wherein, responsively to a remote party, the programmed processor monitors predetermined data items, and wherein the programmed processor notifies the remote party when each monitored type of date. item is stored in the repository for the set.
8. The system as in claim 1, wherein, after the second party permits access to the first party, the programmed processor automatically applies data items in the second party's set to a set corresponding to the first party.
9. The system as in claim 1, wherein, responsively to the first remote party, the programmed processor permits a third remote party access to the data items to which the first remote party is granted access by the second remote party.
10. The system as in claim 3, wherein the programmed processor maintains a map that correlates categories between the second party's set and the first party's set and wherein the programmed processor applies the data items in the second party's set to the first party's set according to the map.
11. The system as in claim 10, wherein the first party defines the map.
12. The system as in claim 11, wherein the map is predefined.
13. The system as in claim 10, wherein data items subsequently stored in the second party's set are automatically applied to the first party's set.
14. The system as in claim 13, wherein the programmed processor applies data items i.n the second party's set to sets of a plurality of first parties according to the map.
15. The system as in claim 13, wherein the programmed processor applies data items in the second party's set to a set of a single first party according to the map.
16. The system as in claim 1, wherein when the programmed processor permits the first party access to data items in the second party's set, the programmed processor applies the data items to a set corresponding to the first party, the programmed processor permits each remote party to exclude data items from its sets, and exclusion from the second party's sets of a data item applied to a first party's set does not exclude the applied data item from the first party's set.
17. A system for managing documents at an electronic data repository, where the documents relate to a transaction involving a plurality of parties having different roles in the transaction, the system comprising:
an electronic data repository; and a computer program configured to receive documents from parties that are involved in the transaction and that are remote from the repository and from each other, store the received documents in the repository, define, responsively to instructions from a remote party, one or more document sets corresponding to the remote party, permit each remote party access only to those documents within the sets corresponding to the remote party, prohibit any remote party from modifying any document in the repository, and from deleting any document from the repository, while the document is part of a document set of another remote party, and permit a first remote party access to documents in a set corresponding to a second remote party, responsively to the second remote party.
18. The system as in claim 17, wherein the programmed processor maintains a map that correlates document categories between the second party's set and the first party's set and wherein the programmed processor applies the documents in the second party's set to the first party's set according to the map.
19. The system as in claim 11, wherein after the programmed processor permits the first party access to documents in the second party's set, the programmed processor applies the documents to a set corresponding to the first party, the programmed processor permits each remote party to exclude documents from its sets, and exclusion from the second party's sets of a document applied to a first party's set does not exclude the applied document from the first party's set.
20. The system as in claim 18, wherein, responsively to a remote party, the computer program applies a categorization of document types within the one or more document sets corresponding to the remote party, wherein the map defines a correspondence between the document types of the second remote party's categorization and the document types of the first remote party's categorization, and wherein the computer program applies one or more documents included in a set corresponding to the second remote party to a set corresponding to the first remote party according to the map.
21. The system as in claim 18, wherein, following application of the map, the computer program automatically applies documents subsequently stored in the second party's set to the first party's set according to the map.
22. The system as in claim 17, wherein a remote party comprises a plurality of non-remote entities, and wherein the computer program defines, responsively to the remote party, access rights among the non-remote entities by which the non-remote entities access the remote party's documents.
23. A system for collecting data items at an electronic data repository from a plurality of parties, with each of the parties having access to the data items from the repository, the system comprising:
means for storing data items in an electronic format;
means for receiving data items from parties remote from the repository and from each other;
means for storing the received data items in the repository;
means for providing each remote party access only to those data items within one or more data item sets corresponding to the remote party;
means for prohibiting any remote party from modifying any data item in and from deleting any data item from, the repository while the data item is part of a data item set of another remote party; and means for permitting a first remote party access to data items in a set corresponding to a second remote party, responsively to the second remote party.
24. A computerized method for managing data items at an electronic data repository with respect to a plurality of parties, the method comprising the steps of:
receiving data items from parties remote from the repository and from each other;
storing the data items in the repository in an electronic format;
providing each remote party access only to those data items within one or more data item sets corresponding to the remote party;
prohibiting any remote party from modifying any data item in the repository, and from deleting any data item from the repository, while the data item is part of a data item set of another remote party; and permitting a first remote party access to data items in a set of a second remote party, responsively to the second remote party.
25. The method as in claim 24, including applying a categorization of data item types within the data item sets corresponding to the remote parties.
25. The method as in claim 25, wherein each remote party defines a categorization for each of its sets.
88
27. The method as in claim 24, including responsively to a remote party, defining types of data items needed to complete a set, and automatically notifying the remote party when the needed types of data items are stored in the repository for the set.
28. The method as in claim 24, including, responsively to a remote party, defining types of data items needed to complete a set, and automatically notifying the remote party if the needed types of data items are not stored in the repository for the set by a predefined time.
29. The method as in claim 24, including, after the permitting step, automatically applying data items in the second party's set to a set corresponding to the first party.
30. The method as in claim 25, wherein the permitting step includes applying the data items to a set corresponding to the first party according to a map that correlates data item categories between the second party's set and the first party's set.
31. The method as in claim 24, including permitting each remote party to exclude data items from its sets, and wherein exclusion from the second party's sets of a data item applied to a first party's set does not exclude the applied data item from the first party's set.
32. The method as in claim 27, including applying a map between the data item types of the second remote party's categorization and the data item types of the first remote party's categorization, and wherein the permitting step includes applying one or more data items covered by a set corresponding to the second remote party to a set corresponding to the first remote party according to the map.
33. The method as in claim 24, wherein the providing step includes providing the data items to the remote parties in PDF
format.
34. The method as in claim 24, wherein the providing step includes providing the remote parties access to the data items over the Internet.
35. The method as in claim 24, wherein the permitting step includes applying the data items covered by the second remote party's set to a set corresponding to the first party, each remote party is permitted to exclude data items from its one or more sets, and wherein exclusion by the second party from the second party's one or more sets of a data item applied to a first party set in the applying step does not exclude the applied data item from the first parry set.
36. The method as in claim 24, wherein the repository includes an SQL database.
37. Within a transaction involving a plurality of parties having different roles in the transaction, a computerized method for managing documents related to the transaction and controlling access to the documents, the method comprising the steps of:

receiving documents relating to the transaction;
storing the documents in an electronic data repository, wherein the parties are remote from the repository and from each other and wherein the documents are applied to one or more sets corresponding to each remote party;

providing the remote parties access only to those documents within the one or more sets corresponding to the remote party;

prohibiting the remote parties from modifying any document in, and from deleting any document from, the repository while the document is part of a document set of another remote party;
and permitting a first remote party access to documents defined in a set corresponding to a second remote party, responsively to the second remote party.
38. The method as in claim 37, wherein each remote party defines a categorization of document types within the one or more document sets corresponding to the remote party, including applying a map between the document types of the second remote party's categorization and the document types of the first remote party's categorization, and wherein the permitting step includes applying one or more documents covered by a set corresponding to the second remote party to a set corresponding to the first remote party according to the map.
39. The method as in claim 38, wherein, following the map applying step, subsequent documents stored in the second party's set are automatically applied to the first party's set according to the map.
40. The method as in claim 37, wherein a remote party includes a plurality of non-remote entities, and wherein each remote party defines access rights among the non-remote entities by which the non-remote entities access their remote party's electronic documents.
41. The method as in claim 37, wherein the permitting step includes applying the documents covered by the second remote party's set to a set corresponding to the first party, wherein each remote party is permitted to exclude documents from its sets, and wherein exclusion from the second party's sets of a document applied to a first party's set in the applying step does not exclude the applied document from the first party's set.
42. Within a transaction involving a plurality of parties having different roles in the transaction, a computerized method for managing documents related to the transaction and controlling access to the documents, the method comprising the steps of:

(a) providing an electronic data repository;

(b) receiving documents relating to the transaction from a plurality of parties remote from the repository and from each other and having a role in the transaction;

(c) storing the documents i.n electronic form in the repository;

(d) for each remote party, defining a set of the documents corresponding to the remote party, wherein each remote party defines a categorization of document types within the set;

(e) providing each remote party access only to those documents within one or more document sets corresponding to the remote party, wherein each remote party is provided access to the documents in its one or more document sets organized by the categorization defined by the remote party;

(f) prohibiting the remote parties from modifying the documents in, and from deleting any document from, the repository while the document is part of a document set of another remote party;

(g) applying a map between the document types of a first remote party's categorization and the document types of a second remote party's categorization; and (h) following step (g) and responsively to the first remote party, applying one or more documents covered by the first remote party's set to the second remote party's set according to the map.
43. The method as in claim 42, wherein each remote party is permitted to exclude documents from its sets, and wherein exclusion from the first remote party's sets of a document applied to a second remote party set in step (h) does not exclude the applied document from the second remote party's set.
44. A computerized method of sharing documents relating to a mortgage transaction involving a plurality of parties having different roles in the transaction, the method comprising the steps of:

(a) providing an electronic data repository;

(b) receiving documents relating to the mortgage and prepared by respective parties that are remote from the repository, are remote from each other and have a role in the mortgage transaction;

(c) wherein each remote party defines types of documents applicable to a document set corresponding to the remote party;

(d) wherein each remote party stores documents in electronic form in the repository;

(e) applying each document to one or more document sets according to the document types defined step (c);

(f) prohibiting the remote parties from deleting any document from the repository while the document is part of a document set of another remote party;

(g) providing access to the documents from the repository to each remote party, wherein each remote party is provided access only to those documents within the set corresponding to the remote party;

(h) responsively to a first remote party, applying one or more documents covered by the first remote party's set to a set corresponding to a second remote party.
45. A computer readable carrier including a computer program that causes a computer to manage and control access to documents at an electronic data repository used by a plurality of parties to a transaction, the computer program causing the computer to perform the steps of:

(a) receiving documents from parties remote from the repository and from each other;

(b) storing the documents in the repository in an electronic format;

(c) providing each remote party access only to those documents within one or more document sets corresponding to the remote party;

(d) prohibiting any remote party from modifying any document in the repository, and from deleting any document from the repository, while the document is part of a document set of another remote party; and (e) permitting a first remote party access to documents in a set of a second remote party, responsively to the second remote party.
46. The carrier as in claim 45, wherein the computer program defines a categorization of document types within the one or more document sets corresponding to the remote party, wherein the computer program applies a map between the document types of the second remote party's categorization and the document types of the first remote party's categorization, and wherein, in step (f), the computer program applies one or more documents covered by a set corresponding to the second remote party to a set corresponding to the first remote party according to the map.
47. The carrier as in claim 46, wherein, following the map applying step, the computer program automatically applies documents subsequently stored in the second party's set to the first party's set according to the map.
48. The carrier as in claim 45, wherein step (f) includes applying the documents covered by the second remote party's set to a set corresponding to the first party, wherein each remote party is permitted to exclude documents from its sets, and wherein exclusion from the second party's sets of a document applied to a first party's set in the applying step does not exclude the applied document from the first party's set.
CA2428956A 2002-05-14 2003-05-14 Document management system and method Expired - Lifetime CA2428956C (en)

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US38100702P 2002-05-14 2002-05-14
US60/381,007 2002-05-14
US10/160,478 US7146367B2 (en) 2002-05-14 2002-05-31 Document management system and method
US10/160,478 2002-05-31

Publications (2)

Publication Number Publication Date
CA2428956A1 true CA2428956A1 (en) 2003-11-14
CA2428956C CA2428956C (en) 2010-07-13

Family

ID=29423091

Family Applications (1)

Application Number Title Priority Date Filing Date
CA2428956A Expired - Lifetime CA2428956C (en) 2002-05-14 2003-05-14 Document management system and method

Country Status (3)

Country Link
US (4) US7146367B2 (en)
AU (1) AU2003204167A1 (en)
CA (1) CA2428956C (en)

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20210294912A1 (en) * 2020-03-19 2021-09-23 Fujifilm Business Innovation Corp. Information processing apparatus and non-transitory computer readable medium

Families Citing this family (139)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
AU7584298A (en) 1997-05-21 1998-12-11 E.S.P. Communications, Inc. System, method and apparatus for "caller only" initiated two-way wireless communication with caller generated billing
US6988082B1 (en) 2000-06-13 2006-01-17 Fannie Mae Computerized systems and methods for facilitating the flow of capital through the housing finance industry
US7702580B1 (en) 2000-06-13 2010-04-20 Fannie Mae System and method for mortgage loan pricing, sale and funding
US7457798B2 (en) * 2001-02-13 2008-11-25 Microsoft Corporation System and method for providing a universal and automatic communication access point
US20090030948A9 (en) * 2001-08-31 2009-01-29 Lipman L K Method and apparatus for matter-centric document management
US8726015B2 (en) * 2001-10-29 2014-05-13 Omtool, Ltd. Methods and apparatus for secure content routing
US8732566B2 (en) 2006-11-29 2014-05-20 Omtool, Ltd. Methods and apparatus for digital content handling
US8904270B2 (en) * 2006-11-29 2014-12-02 Omtool Ltd. Methods and apparatus for enterprise document distribution
US7945652B2 (en) * 2002-08-06 2011-05-17 Sheng (Ted) Tai Tsao Display multi-layers list item in web-browser with supporting of concurrent multi-users
US9805032B2 (en) * 2002-06-14 2017-10-31 Koninklijke Philips N.V. Client-server protocol
US6983273B2 (en) * 2002-06-27 2006-01-03 International Business Machines Corporation Iconic representation of linked site characteristics
US7478121B1 (en) 2002-07-31 2009-01-13 Opinionlab, Inc. Receiving and reporting page-specific user feedback concerning one or more particular web pages of a website
US7370285B1 (en) * 2002-07-31 2008-05-06 Opinionlab, Inc. Receiving and reporting page-specific user feedback concerning one or more particular web pages of a website
GB2392517A (en) * 2002-09-02 2004-03-03 Sony Uk Ltd Providing secure access to a database
US8666879B1 (en) 2002-12-30 2014-03-04 Fannie Mae Method and system for pricing forward commitments for mortgage loans and for buying committed loans
WO2004061565A2 (en) 2002-12-30 2004-07-22 Fannie Mae System and method for facilitating sale of a loan to a secondary market purchaser
US7742981B2 (en) 2002-12-30 2010-06-22 Fannie Mae Mortgage loan commitment system and method
WO2004061561A2 (en) 2002-12-30 2004-07-22 Fannie Mae System and method for facilitating delivery of a loan to a secondary mortgage market purchaser
US7885889B2 (en) 2002-12-30 2011-02-08 Fannie Mae System and method for processing data pertaining to financial assets
WO2004061557A2 (en) 2002-12-30 2004-07-22 Fannie Mae System and method for creating and tracking agreements for selling loans to a secondary market purchaser
AU2003298688A1 (en) 2002-12-30 2004-07-29 Fannie Mae System and method for pricing loans in the secondary mortgage market
AU2003297295A1 (en) 2002-12-30 2004-07-29 Fannie Mae System and method of processing data pertaining to financial assets
US20040128230A1 (en) 2002-12-30 2004-07-01 Fannie Mae System and method for modifying attribute data pertaining to financial assets in a data processing system
US20040177073A1 (en) * 2003-01-17 2004-09-09 Harry Snyder Executable application access management system
US20040162831A1 (en) * 2003-02-06 2004-08-19 Patterson John Douglas Document handling system and method
US20040158733A1 (en) 2003-02-11 2004-08-12 Thaddeus Bouchard Method and system for secure facsimile delivery and registration
US20040193534A1 (en) * 2003-03-27 2004-09-30 Reis Cathy Carswell Paperless mortgage plus HUB concept and clearinghouse processing solutions
US7716288B2 (en) 2003-06-27 2010-05-11 Microsoft Corporation Organization-based content rights management and systems, structures, and methods therefor
US7512798B2 (en) * 2003-06-27 2009-03-31 Microsoft Corporation Organization-based content rights management and systems, structures, and methods therefor
US8046298B1 (en) 2003-07-21 2011-10-25 Fannie Mae Systems and methods for facilitating the flow of capital through the housing finance industry
US7461151B2 (en) * 2003-11-13 2008-12-02 International Business Machines Corporation System and method enabling future messaging directives based on past participation via a history monitor
US8423451B1 (en) 2003-12-01 2013-04-16 Fannie Mai System and method for processing a loan
US7756778B1 (en) 2003-12-18 2010-07-13 Fannie Mae System and method for tracking and facilitating analysis of variance and recourse transactions
US7657475B1 (en) 2003-12-31 2010-02-02 Fannie Mae Property investment rating system and method
US7822680B1 (en) 2003-12-31 2010-10-26 Fannie Mae System and method for managing data pertaining to a plurality of financial assets for multifamily and housing developments
US7647274B2 (en) 2004-02-20 2010-01-12 Horizon Digital Finance, Llc System and method for matching loan consumers and lenders
US7630933B2 (en) * 2004-02-20 2009-12-08 Horizon Digital Finance, Llc System and method for matching loan consumers and lenders
US20050203885A1 (en) * 2004-03-12 2005-09-15 U.S. Bank Corporation System and method for storing, creating, and organizing financial information electronically
US20050209867A1 (en) * 2004-03-18 2005-09-22 Zenodata Corporation Automated record searching and output generation related thereto
US20050209873A1 (en) * 2004-03-18 2005-09-22 Zenodata Corporation Pre-request title searching systems and methods
CA2504118A1 (en) * 2004-04-09 2005-10-09 Opinionlab, Inc. Using software incorporated into a web page to collect page-specific user feedback concerning a document embedded in the web page
US20060031223A1 (en) * 2004-04-27 2006-02-09 Dole John M Virtual private network system
US7734093B2 (en) * 2004-05-20 2010-06-08 Ricoh Co., Ltd. Paper-based upload and tracking system
US20050278302A1 (en) * 2004-05-27 2005-12-15 Ritter Gerd M Search of recently accessed documents
US20060031201A1 (en) * 2004-08-06 2006-02-09 Microsoft Corporation Life moment tagging and storage
US7698274B1 (en) * 2004-09-22 2010-04-13 The United States Of America As Represented By The Administrator Of The National Aeronautics And Space Administration (Nasa) Selective access and editing in a database
US7475335B2 (en) * 2004-11-03 2009-01-06 International Business Machines Corporation Method for automatically and dynamically composing document management applications
US7720692B2 (en) * 2004-11-09 2010-05-18 Medcor, Inc. Providing standardized medical triage
JP2006165650A (en) * 2004-12-02 2006-06-22 Matsushita Electric Ind Co Ltd Metadata management apparatus
US7546528B2 (en) * 2004-12-20 2009-06-09 Ricoh Co., Ltd. Stamp sheets
US7598855B2 (en) * 2005-02-01 2009-10-06 Location Based Technologies, Inc. Apparatus and method for locating individuals and objects using tracking devices
US7853629B2 (en) * 2005-03-23 2010-12-14 Executive Data Systems, Inc. Document imaging and management system for paperless workflow
US9069436B1 (en) * 2005-04-01 2015-06-30 Intralinks, Inc. System and method for information delivery based on at least one self-declared user attribute
US20060265368A1 (en) * 2005-05-23 2006-11-23 Opinionlab, Inc. Measuring subjective user reaction concerning a particular document
JP4089706B2 (en) * 2005-06-15 2008-05-28 コニカミノルタビジネステクノロジーズ株式会社 Document processing apparatus, document processing system, and document processing program
US7801809B1 (en) 2005-06-24 2010-09-21 Fannie Mae System and method for management of delegated real estate project reviews
US10853570B2 (en) * 2005-10-06 2020-12-01 TeraDact Solutions, Inc. Redaction engine for electronic documents with multiple types, formats and/or categories
US11769010B2 (en) 2005-10-06 2023-09-26 Celcorp, Inc. Document management workflow for redacted documents
US20070130145A1 (en) * 2005-11-23 2007-06-07 Microsoft Corporation User activity based document analysis
JP4859198B2 (en) * 2005-12-22 2012-01-25 キヤノン株式会社 Information processing apparatus, information processing method, program, and storage medium
US8683314B2 (en) * 2006-01-13 2014-03-25 Ricoh Co., Ltd. Tree pruning of icon trees via subtree selection using tree functionals
US20070174296A1 (en) * 2006-01-17 2007-07-26 Andrew Gibbs Method and system for distributing a database and computer program within a network
WO2007086006A1 (en) * 2006-01-30 2007-08-02 Koninklijke Philips Electronics N.V. Cleaning up hidden content while preserving privacy
US7747526B1 (en) 2006-03-27 2010-06-29 Fannie Mae System and method for transferring mortgage loan servicing rights
US7725495B2 (en) * 2006-04-11 2010-05-25 Microsoft Corporation Implementing referential integrity in a database hosting service
US9219767B2 (en) 2006-06-22 2015-12-22 Linkedin Corporation Recording and indicating preferences
US10503736B2 (en) * 2006-07-21 2019-12-10 International Business Machines Corporation Representing a group hierarchy structure in a relational database
JP2008052712A (en) * 2006-07-27 2008-03-06 Ricoh Co Ltd Scanned document management method
US20080027949A1 (en) * 2006-07-27 2008-01-31 Jun Kawada Scanned document management system
US8775237B2 (en) * 2006-08-02 2014-07-08 Opinionlab, Inc. System and method for measuring and reporting user reactions to advertisements on a web page
JP2008059063A (en) * 2006-08-29 2008-03-13 Fujitsu Ltd Information management program
US7809602B2 (en) * 2006-08-31 2010-10-05 Opinionlab, Inc. Computer-implemented system and method for measuring and reporting business intelligence based on comments collected from web page users using software associated with accessed web pages
US20080059494A1 (en) * 2006-09-01 2008-03-06 Ean Rouse Schuessler Document database system and method
US10157368B2 (en) * 2006-09-25 2018-12-18 International Business Machines Corporation Rapid access to data oriented workflows
US20080208963A1 (en) * 2006-10-19 2008-08-28 Aviv Eyal Online File Sharing
US7895170B2 (en) * 2007-02-14 2011-02-22 Ricoh Company, Ltd. Document management apparatus, document management program, and recording medium
US20080306955A1 (en) * 2007-03-26 2008-12-11 Lehman Brothers Inc. Content management system and method
US8224355B2 (en) * 2007-11-06 2012-07-17 Location Based Technologies Inc. System and method for improved communication bandwidth utilization when monitoring location information
US8497774B2 (en) 2007-04-05 2013-07-30 Location Based Technologies Inc. Apparatus and method for adjusting refresh rate of location coordinates of a tracking device
US9111189B2 (en) 2007-10-31 2015-08-18 Location Based Technologies, Inc. Apparatus and method for manufacturing an electronic package
US8774827B2 (en) 2007-04-05 2014-07-08 Location Based Technologies, Inc. Apparatus and method for generating position fix of a tracking device in accordance with a subscriber service usage profile to conserve tracking device power
US8102256B2 (en) 2008-01-06 2012-01-24 Location Based Technologies Inc. Apparatus and method for determining location and tracking coordinates of a tracking device
US8244468B2 (en) 2007-11-06 2012-08-14 Location Based Technology Inc. System and method for creating and managing a personalized web interface for monitoring location information on individuals and objects using tracking devices
US8024315B2 (en) * 2007-07-20 2011-09-20 International Business Machines Corporation Method of dynamically providing a compound object's source information during its development
CN101364979B (en) * 2007-08-10 2011-12-21 鸿富锦精密工业（深圳）有限公司 Downloaded material parsing and processing system and method
US8654974B2 (en) 2007-10-18 2014-02-18 Location Based Technologies, Inc. Apparatus and method to provide secure communication over an insecure communication channel for location information using tracking devices
US20090132406A1 (en) * 2007-11-21 2009-05-21 Paperless Office Solutions, Inc. D/B/A Docvelocity System and method for paperless loan applications
CA2957327A1 (en) * 2007-12-06 2009-06-11 Capsilon Corporation Systems and methods for intelligent paperless document management
CN101458693A (en) * 2007-12-13 2009-06-17 鸿富锦精密工业（深圳）有限公司 Web page download parsing system and method
JP5473230B2 (en) * 2008-02-06 2014-04-16 キヤノン株式会社 Document management method, document management apparatus, document management system, and program
US7865455B2 (en) * 2008-03-13 2011-01-04 Opinionlab, Inc. System and method for providing intelligent support
US9286596B2 (en) * 2008-04-01 2016-03-15 Topaz Systems, Inc. Signing ceremony system and method
US8996621B2 (en) 2008-05-12 2015-03-31 Adobe Systems Incorporated Asynchronous comment updates
US7945595B1 (en) 2008-05-12 2011-05-17 Adobe Systems Incorporated System and method for generating an item list in electronic content
US9329744B2 (en) 2008-05-12 2016-05-03 Adobe Systems Incorporated Segmented scroll bar
US7949633B1 (en) 2008-05-12 2011-05-24 Adobe Systems Incorporated Shared edit access of electronic content
US9176943B2 (en) 2008-05-12 2015-11-03 Adobe Systems Incorporated Comment presentation in electronic documents
US10055392B2 (en) 2008-05-12 2018-08-21 Adobe Systems Incorporated History-based archive management
US9418054B2 (en) 2008-05-12 2016-08-16 Adobe Systems Incorporated Document comment management
US8893017B2 (en) 2008-05-29 2014-11-18 Adobe Systems Incorporated Tracking changes in a database tool
JP2010033269A (en) * 2008-07-28 2010-02-12 Canon Inc Document management system, document management method, and computer program
US9613049B2 (en) * 2008-09-09 2017-04-04 Applied Systems, Inc. Document integration and distribution system, method and device
US20100091313A1 (en) * 2008-10-15 2010-04-15 Hiroshi Kitada System, method and apparatus for processing an embedded barcode
US8326835B1 (en) * 2008-12-02 2012-12-04 Adobe Systems Incorporated Context-sensitive pagination as a function of table sort order
JP4666065B2 (en) * 2008-12-03 2011-04-06 富士ゼロックス株式会社 Information processing apparatus and program
JP5137858B2 (en) * 2009-01-13 2013-02-06 キヤノン株式会社 Image processing apparatus, image processing method, storage medium, and program
US8620778B2 (en) * 2009-01-20 2013-12-31 Microsoft Corporation Document vault and application platform
US8332232B2 (en) * 2009-11-05 2012-12-11 Opinionlab, Inc. System and method for mobile interaction
US8600173B2 (en) 2010-01-27 2013-12-03 Dst Technologies, Inc. Contextualization of machine indeterminable information based on machine determinable information
US8453922B2 (en) * 2010-02-09 2013-06-04 Xerox Corporation Method for one-step document categorization and separation using stamped machine recognizable patterns
US20120079404A1 (en) * 2010-09-23 2012-03-29 Yen-Ting Chen Method for creating and searching a folder in a computer system
JP5868149B2 (en) * 2011-12-06 2016-02-24 キヤノン株式会社 Data migration device
US9405780B2 (en) 2012-03-12 2016-08-02 Oracle International Corporation System and method for providing a global universal search box for the use with an enterprise crawl and search framework
US9251360B2 (en) 2012-04-27 2016-02-02 Intralinks, Inc. Computerized method and system for managing secure mobile device content viewing in a networked secure collaborative exchange environment
US9253176B2 (en) 2012-04-27 2016-02-02 Intralinks, Inc. Computerized method and system for managing secure content sharing in a networked secure collaborative exchange environment
US9148417B2 (en) 2012-04-27 2015-09-29 Intralinks, Inc. Computerized method and system for managing amendment voting in a networked secure collaborative exchange environment
US20130254699A1 (en) * 2012-03-21 2013-09-26 Intertrust Technologies Corporation Systems and methods for managing documents and other electronic content
US9710502B2 (en) * 2012-04-03 2017-07-18 Expedox Llc Document management
US9553860B2 (en) 2012-04-27 2017-01-24 Intralinks, Inc. Email effectivity facility in a networked secure collaborative exchange environment
US9170996B2 (en) * 2013-05-16 2015-10-27 Bank Of America Corporation Content interchange bus
US9384223B2 (en) 2013-06-13 2016-07-05 Bank Of America Corporation Automation of MLOAD and TPUMP conversion
US9384234B2 (en) 2013-06-13 2016-07-05 Bank Of America Corporation Identification of load utility
WO2015073708A1 (en) 2013-11-14 2015-05-21 Intralinks, Inc. Litigation support in cloud-hosted file sharing and collaboration
US9613190B2 (en) 2014-04-23 2017-04-04 Intralinks, Inc. Systems and methods of secure data exchange
US20170041392A1 (en) * 2015-08-04 2017-02-09 Smart Technologies Ulc Method of distributing a file and a computing system employing same
US10033702B2 (en) 2015-08-05 2018-07-24 Intralinks, Inc. Systems and methods of secure data exchange
US10785310B1 (en) * 2015-09-30 2020-09-22 Open Text Corporation Method and system implementing dynamic and/or adaptive user interfaces
US9729733B2 (en) * 2015-11-30 2017-08-08 Kyocera Document Solutions Inc. Electronic document file acquisition representing apparatus, electronic document file acquisition representing method and recording medium
US9904957B2 (en) * 2016-01-15 2018-02-27 FinLocker LLC Systems and/or methods for maintaining control over, and access to, sensitive data inclusive digital vaults and hierarchically-arranged information elements thereof
US9672487B1 (en) 2016-01-15 2017-06-06 FinLocker LLC Systems and/or methods for providing enhanced control over and visibility into workflows where potentially sensitive data is processed by different operators, regardless of current workflow task owner
US10019588B2 (en) 2016-01-15 2018-07-10 FinLocker LLC Systems and/or methods for enabling cooperatively-completed rules-based data analytics of potentially sensitive data
JP6733323B2 (en) * 2016-06-03 2020-07-29 ブラザー工業株式会社 Mediation server
SG10201609649RA (en) * 2016-11-17 2018-06-28 Mastercard International Inc Method and system for facilitating a cashless transaction
US20180144407A1 (en) * 2016-11-18 2018-05-24 Jaclyn E. Pajor Supplemental electronic note data message distribution in near real-time
JP6951171B2 (en) * 2017-09-19 2021-10-20 シャープ株式会社 File management device, multifunction device and information processing device, file management method and file management program
CN108899067A (en) * 2018-07-02 2018-11-27 贵州康络维医疗科技发展有限公司 A kind of electrocardio structured report intelligent generation method
JP7276010B2 (en) * 2019-08-30 2023-05-18 ブラザー工業株式会社 Information processing program, information processing device, and information processing method
JP7363212B2 (en) * 2019-08-30 2023-10-18 ブラザー工業株式会社 Information processing program, information processing device, and information processing method
US11792028B1 (en) 2021-05-13 2023-10-17 Asana, Inc. Systems and methods to link meetings with units of work of a collaboration environment

Family Cites Families (17)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5757669A (en) * 1995-05-31 1998-05-26 Netscape Communications Corporation Method and apparatus for workgroup information replication
US6105027A (en) * 1997-03-10 2000-08-15 Internet Dynamics, Inc. Techniques for eliminating redundant access checking by access filters
US6038563A (en) * 1997-10-31 2000-03-14 Sun Microsystems, Inc. System and method for restricting database access to managed object information using a permissions table that specifies access rights corresponding to user access rights to the managed objects
US6088694A (en) * 1998-03-31 2000-07-11 International Business Machines Corporation Continuous availability and efficient backup for externally referenced objects
US6185684B1 (en) * 1998-08-28 2001-02-06 Adobe Systems, Inc. Secured document access control using recipient lists
CA2256934C (en) * 1998-12-23 2002-04-02 Hamid Bacha System for electronic repository of data enforcing access control on data retrieval
US6584466B1 (en) * 1999-04-07 2003-06-24 Critical Path, Inc. Internet document management system and methods
JP3915331B2 (en) * 1999-08-10 2007-05-16 富士ゼロックス株式会社 Shared document editing apparatus and editing method
US20020007348A1 (en) * 2000-01-28 2002-01-17 Ali Mohamed Ahmed System and method for performing engineering design
US6742028B1 (en) * 2000-09-15 2004-05-25 Frank Wang Content management and sharing
US7636687B2 (en) * 2000-11-20 2009-12-22 General Electric Capital Corporation Method and system for completing a lease for real property in an on-line computing environment
US6678682B1 (en) * 2000-11-28 2004-01-13 G.E. Information Services, Inc. Method, system, and software for enterprise access management control
US20020073163A1 (en) * 2000-12-12 2002-06-13 Fuji Xerox Co., Ltd. Systems and methods for supporting document centered discussion across heterogeneous devices and displays
JP2002207739A (en) * 2001-01-12 2002-07-26 Ns Solutions Corp Document management system
US7430535B2 (en) * 2001-01-27 2008-09-30 General Electric Capital Corporation Methods and systems for identifying prospective customers and managing deals
US7035837B2 (en) * 2002-01-30 2006-04-25 Benefitnation Document component management and publishing system
US7080098B2 (en) * 2002-05-02 2006-07-18 Smirniotopoulos James G Medical multimedia database system

Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20210294912A1 (en) * 2020-03-19 2021-09-23 Fujifilm Business Innovation Corp. Information processing apparatus and non-transitory computer readable medium
US11941136B2 (en) * 2020-03-19 2024-03-26 Fujifilm Business Innovation Corp. Information processing apparatus and non-transitory computer readable medium

Also Published As

Publication number Publication date
CA2428956C (en) 2010-07-13
AU2003204167A1 (en) 2003-12-04
US20070078853A1 (en) 2007-04-05
US7146367B2 (en) 2006-12-05
US20030217034A1 (en) 2003-11-20
US20160328679A1 (en) 2016-11-10
US20110320378A1 (en) 2011-12-29

Similar Documents

Publication Publication Date Title
CA2428956A1 (en) Document management system and method
US10824758B2 (en) System and method for managing enterprise data
US8312516B1 (en) Security permissions with dynamic definition
US7818300B1 (en) Consistent retention and disposition of managed content and associated metadata
US7962708B2 (en) Resolving retention policy conflicts
US6370562B2 (en) Trackpoint-based computer-implemented systems and methods for facilitating collaborative project development and communication
US8180661B2 (en) System and method for managing property
US7308704B2 (en) Data structure for access control
CN103377336B (en) The control method of a kind of computer system user authority and system
US20150378974A1 (en) System and method for synchronizing bi-directional document management
US7970743B1 (en) Retention and disposition of stored content associated with multiple stored objects
US20060117247A1 (en) Web based data collaboration tool
US20090164387A1 (en) Systems and methods for providing semantically enhanced financial information
EP3101557A1 (en) Data retention rule generator
Botha et al. Access control in document-centric workflow systems—an agent-based approach
CN113592426B (en) Approval policy generation method and device, computer equipment and storage medium
US20210004766A1 (en) Determining and maintaining organizational project participant compliance
US10496628B2 (en) Application of retention rules to records
US20040039580A1 (en) Automated policy compliance management system
US8607308B1 (en) System and methods for facilitating privacy enforcement
US20070219840A1 (en) System and method for web based project management
WO2018231768A1 (en) Managing review of a design document
CN113742369B (en) Data authority management method, system and storage medium
US20100153932A1 (en) Managing set membership
US11714828B2 (en) Aligned purpose disassociation in a multi-system landscape

Legal Events

Date Code Title Description
EEER Examination request
MKEX Expiry

Effective date: 20230515