935 results about "Document management system" patented technology

The method, system and a computer program and a computer product for managing workers and documents is provided. The method includes storing industry representations and a list of workers with data related to the workers, linking the industry representations to the workers and selecting at least one worker from based on the industry representations for that worker. The method also includes scheduling workers to a job based on whether they have all of the required industry representations. In addition, the method includes uploading industry representations and bar code scanning industry representations into the database. The method further includes dispatching said industry representations to other users and automatically mapping fields of the dispatched data in the destination database. In addition, the method includes selectively encrypting only sensitive fields in data transmission between two entities.

A document management system / method allowing coordinated synchronized modifications and secure, scalable, multi-level, and controlled access to Data Content and / or Documents (DCDS) over a computer network between multiple Content Owners and / or Reviewers (CORS) is disclosed. The system / method is configured to allow any number of CORS to share DCDS using a Content Collaboration Platform (CCP) while retaining complete DCDS integrity / retrieval control using a hierarchical Access Rights and Control List (ARCL) to prevent CORS from uncoordinated DCDS modification and prohibiting local maintenance of DCDS copies after the expiration of a CORS Data Access Session (DAS). Upon termination of a CORS DAS, the system synchronizes modifications to the DCDS and coordinates control information among various CORS to ensure proper return of the DCDS back to its original CORS owner and associated CORS storage location.

An intelligent document recognition-based document management system includes modules for image capture, image enhancement, image identification, optical character recognition, data extraction and quality assurance. The system captures data from electronic documents as diverse as facsimile images, scanned images and images from document management systems. It processes these images and presents the data in, for example, a standard XML format. The document management system processes both structured document images (ones which have a standard format) and unstructured document images (ones which do not have a standard format). The system can extract images directly from a facsimile machine, a scanner or a document management system for processing.

A method of document management utilizing document corpora including gathering a source corpus of documents in electronic form, modeling the source corpus in terms of document and domain structure information to identify corpus enhancement parameters, using a metalanguage to electronically tag the source corpus, programming the corpus enhancement parameters into an intelligent agent, and using the intelligent agent to search external repositories to find similar terms and structures, and return them to the source corpora, whereby the source corpus is enhanced to form a unicorpus.

A document management system includes means for receiving a document through a network and converting the document to a format that is compatible with an online electronic filing system. In one embodiment, the format is compliant with the Security Exchange Commission's EDGAR database system. The system can split the document into a plurality of sub-documents that can be assigned to different editors. Thus, the editors can work in parallel with one another to prepare the document for filing. After the editors have made revisions, if any, to their respective sub-documents, the system merges the sub-documents into a single EDGAR-compliant document for submission to the EDGAR system.

Systems and methods consistent with various disclosed embodiments provide for collaborating information over a computer network. In one embodiment, a system is disclosed for collaborating information over a network. The system may include a storage device and one or more processors. The processor(s) may maintain documents in the storage device and publish content links to the documents in a workspace rendered by a collaboration platform. The processor(s) may provide content to the collaboration platform in response to a content link selection by a reviewer and receive the reviewer's changes, with the collaboration platform temporarily storing the document in a virtual memory for rendering to the reviewer and deleting it after the communication session ends. The processor(s) may synchronize the changes bi-directionally from the workspace with the original document through a collaboration document, such that the original document remains unaltered, and by re-publishing an updated content link to the workspace.

A system and method for electronic file management includes an object-oriented file management database, a volume manager, and a coherency manager. The volume manager manages electronic files and metadata relating to the files of one or more volumes. Each volume may include folders, files, and / or other digital content. The file management system may also automatically manage versions of electronic files. This version management may be based on opening, saving, and changing of files. A user interface facilitates user interaction with the file management system. The user interface may enable a user to view, within the file management system, one or more versions of the electronic files.

The present invention provides techniques, including a system and method, for document collaboration between a managing author using a document management system (DMS), and one or more contributing authors. In one embodiment the managing author selects an original document from the DMS. Next, a replica of the original document is made and securely sent by the managing author to the one or more contributing authors. A contributing author may make proposed changes and comments to the replica. The edited replica with the proposed changes is converted into a response that is sent back to the managing author. The proposed changes for the contributing author are determined using the response and displayed on a graphical user interface (GUI) for viewing by the managing author. The managing author accepts or rejects the proposed changes to the original document from the contributing author.

A smart synchronization method and system for use in a document management system is disclosed. Upon a request for data synchronization from a remote location, the management software determines, based on network parameters and data types, the most effective algorithms for efficiently transporting the data to be synchronized over the network. In another aspect, a selective synchronization method and system is disclosed wherein the management software uses a summary of data in a request for synchronization to determine which data sets require updating. The management software synchronizes the databases using only those updates, rather than entire data sets. Network efficiency is maximized as a result.

A method and system is provided for automating management of document data in a document management system. The document data management automation system suitably permits document management system users to create and define rules for automated management of document data in the document management system. The rules are suitably created by selecting from a variety of criteria permit users to automate tasks that are performed on document data which is preferably received by the document management system.

The present invention relates to various digital watermarking methods and systems. In one embodiment, a handheld device displays a digitally watermarked ticket image at an event center. At the event center, a watermark decoder extracts the watermark to determine authorized entry. In another embodiment, a plurality of microlenses can provide a polarized luminance pattern on a display. The pattern corresponds to (or conveys) a unique device identifier. In yet another embodiment, monetary objects are watermarked with payload information to signify currency denomination. The payload information, once extracted, is used to provide feedback regarding the currency denomination. An audio signal or Braille output can be provided as feedback. In still another embodiment, a document management system is based on watermarks. Embedded watermarks are used to track document history, determine document version information, and enhance overall security. In still another embodiment, an inventory system reads watermarks that have been directly applied to inventory items. Inventory management is greatly enhanced. Handheld computing devices are advantageously employed with these embodiments.

A computer implemented system and method and a computer readable medium for complying with the requirements of a quality standard known as ISO 9000. The areas covered include controlled documentation, training management, meetings and reports, process improvement requests, project management, and audit management. All controlled documents have a security and revision control portion that controls the access and approval capabilities of the documents. The system is form controlled. Certain individual fields of the forms require the entry of data, and field's control are controlled by certain fields of other forms, with the fields being updated by other fields in the system, operator entry of data, and a combination of control by both the system and operator entry. The system includes an ISO matrix relating each document to an ISO clause. The system has a controlling document for each delineated activity, and all other documents relating to such activity are linked as a child of the controlling document. An audit trail is created by storing and making available previous iterations of current documents as child documents, insuring that the first issue, subsequent changes to content, movement to draft status, reprieval, and reissue are available for auditing the activities of the business.

A method and system for accessing a network-based document server application from a client. An access point is defined within a local file system of the client. A local file navigation interface allows a user of the client to interface to the access point such that the network-based document management system is accessed via the local file system of the client.

The invention features a vital sign monitor that includes: 1) a hardware control component featuring a microprocessor that operates an interactive, icon-driven GUI on an LCD; and, 2) a sensor component that connects to the control component through a shielded coaxial cable. The sensor features: 1) an optical component that generates a first signal; 2) a plurality electrical components (e.g. electrodes) that generate a second signal; and, 3) an acoustic component that generates a third signal. The microprocessor runs compiled computer code that operates: 1) the touch panel LCD; 2) a graphical user interface that includes multiple icons corresponding to different software operations; 3) a file-management system for storing and retrieving vital sign information; and 4) USB and short-range wireless systems for transferring data to and from the device to a PC.

Systems and methods for the management and organization of electronic records are disclosed. These systems and methods provide the user with capabilities such as inputting and retrieving documents, searching for documents and sharing documents across an organization. The systems and methods also allow the capture of unstructured electronic records not typically associated with document management systems like, for example, email or instant message conversations, allow for remote update of replicated data between electronic record management systems to ensure integrity and consistency of the electronic records, allow for structured replication of electronic records between remote and master systems, and provide a mechanism for rectifying multiple disposal rules that may apply to the same electronic record.

A document management system enables multiple users to collaboratively contribute to the contents of a document via any suitable medium for transporting and storing documents, including email, shared drives, replicated work spaces and centralized storage systems. A tracking strategy is employed, in lieu of a central repository, that is based upon medium-independent versioning. Each version of a document that is created and saved by a user is given a unique identifier. The versions are submitted to a global service for ratification as the next authoritative version of a document. A submitted version that forms the next step in a linear sequence is ratified as the authoritative version of the document, whereas the version which does not meet this criterion becomes identified as a new document. Support is provided for users who create versions off-line, as well as users who are not subscribers to the system.

The present invention relates to a user interface, data structure and method to facilitate management and / or access to data, such as by grouping graphical representations of the data in an image space relative to cluster indicators. A given graphical representation for selected data (e.g., a graphical object) can be associated with a corresponding cluster indicator based on its proximity to the cluster indicator. Thus, cluster membership can be changed, in accordance with an aspect of the present invention, by moving graphical objects relative to the cluster indicators.

A document management system separates the rights and control of the author of a document, such as a financial institution reporting financial information to a client front the rights and control over the document contents of the owner of the document, such as the client of the financial institution whose information is being presented. In preferred embodiments, the document owner controls distribution of the document to desired users, such as a mortgage broker or a tax accountant, but without the ability to change the contents or at least without the ability to do so without the ability to make changes without detection. As a result, the author may provide the owner with a document that the owner can cause to be received by a desired user or other recipient while maintaining the authentication of the document by the issuing author, for example, the financial institution. The privacy and security of the data contents may be protected by encryption. In one embodiment, for example, the author may encrypt the document and the owner may select recipients to receive the decryption key, for example, via a website. Many alternate embodiments are described using techniques which produce similar results.

The invention provides a method and apparatus for secure management of data in a computer controlled storage system. The system includes a trusted data management server (tdm server), responsive to a user or user program application, for storing data in and retrieving data from a storage system. The tdm server includes a security structure generator to generate the following security management structures: an unique identifier for the data; access control information for the data; a data signature for authenticating the data from the data and the unique identifier; and an access control information signature for authenticating the access control information from the access control information and the unique identifier.

A printer control and information management system is provided employing numerous individual satellite modules, and providing an enterprise-wide output system capable of receiving all types of input and redirecting of all types of output. Data can be inputted from any location in an enterprise system and coordinated into a coherent format for reporting and forms processing. Forms can be automatically generated based on the data inputted, which forms can be directed to the appropriate personnel. The system provides for notifications to the appropriate personnel in order to resolve problems which may arise from the operation of the various equipment utilized in the enterprise network system. Information can be redirected to anyone within the system, the user identifying the manner and format of the information to be presented. Thus, inbound reports can be received from different systems and outputs delivered in the format that is preferred by the user. Report recognition is provided for any application, with the ability to merge textual information with electronic forms. Additionally, the forms can be completed with bar code information to prevent inadvertent disclosure of sensitive information. Large and contiguous host generated reports can be electronically distributed to users, as well as the ability to automatically fax any type of report directly to any recipient. The system can be accessed via the Internet for ease of inputting and reviewing information at any location.

Methods, systems, and electronic mail messages (emails) are provided for automatically linking emails to matters or organizations. An email is received or constructed and linked to matters or organizations. The matters and the organizations are associated with matter areas and organization areas. Each of the areas includes matter data, organization data, personnel data, assignment data, and contact data. In one embodiment, the email is also interfaced to a billing system, a document management system, and a docketing system.

A document security management system for securely managing documents for users. The document management system comprises a document repository providing a facility for storing data files representing the documents. A key repository stores a public key of one or more encryption key pairs, each of the encryption key pairs being associated with one of the documents stored in the document repository. Each document stored in the document repository is encrypted with the public key of the encryption key pair associated with the document. A plurality of client terminals are operable to store and to retrieve the documents from the documentary repository for processing by a user. Each user is in possession of a digital certificate comprising a certificate key pair. The key repository includes the private key of the encryption key pair encrypted with the public key of the certificate key pair associated with the user. The client terminal is operable with the private key of the certificate key pair in possession of a user. The client terminal is operable to decrypt the private key of the encryption key pair using the private key of the certificate key pair of a user, and to retrieve the encrypted document from the document repository and to decrypt the document using the decrypted private key of the encryption key pair. Thus, in accordance with the present invention a two tier arrangement of private key / public key pairs is provided with a first private key / public key pair called the encryption key pair being associated with each of the documents and a second digital certificate private key / public key pair called a certificate key pair being associated with the users. A document management system according to the present invention is therefore provided with an improvement in security with respect to document management and document management security.

A knowledge management system captures, stores, manages, and applies rules for modeling geometric objects and related non-geometric attributes, and includes integrated support for one or more third party product document management systems. The knowledge management system can store documents in the product document management system, such as templates for generated computer-aided design system components. An add-in program may be executed by the computer-aided design system for creating and managing template documents in the product document management system for use by the knowledge management system.

A method for storing, organizing and providing remote electronic access to documents. A cover sheet including a standard set of identification data characterizing each document is developed and stored. A digital version of each document is created and stored by scanning each contract. Each digital version includes a scanned image and a searchable text file, wherein the text is overlaid with the image. An index of bookmarks identifying sections of the digital version of each document is generated. Selected fields of information are captured from the digital version of the document. The documents are organized and cross-referenced in a database that includes the captured information and additional information related to each document. Designated parties are alerted of critical dates associated with each document. Remote electronic access to the documents is provided over the internet.

Interactive collaboration within a secure, server-based social networking community integrated with a secured document management system includes at least one of a plurality of professional functionalities and a plurality of integrative functionalities to members having a member virtual identity within the community. Members may assemble into a network of members that excludes at least one member of the community. Integrative functionalities include allowing networks of members to share documents in a remote secured environment and exclude access to documents from those not belonging to a particular network. Members may also access software applications to remotely create, delete, edit and manage documents and view information about documents in a plurality of customizable and selectable viewing options.

A workflow system that automates work processes. The workflow system uses an open architecture to support multiple platforms and includes Application Programming Interfaces (APIs) enabling applications to communicate with a workflow engine. The workflow system supports Relational DataBase Management System (RDBMS) databases and allows routing of any kind of work (forms, images, executables). In addition, its flexible architecture is designed to facilitate changes to a workflow dynamically and to support integration with an existing infrastructure.The workflow system links software components to enable participants to work on shared data and ensures that business processes follows predetermined rules. Each task in the process is regulated such that the appropriate people have access to the appropriate data and are instructed to perform the task at the appropriate time.A developer can use a workflow system provided client to get an application up and running relatively quickly. The workflow system provides adapters which enables quick deployment and element flexibility. Adapters have a fixed interface which allows the Document Management System ((DMS)), Directory Services (DS) and DataBase system (DB) to be changed independent of the application in contrast to other workflow systems which tie the application directly to the (DMS), DS, and DB. The adapters allow developers to attach clients of varying types and magnitude and allows developers to mix and match application elements to better serve their application. Thus, the workflow system is not tied to any proprietary (DMS), DS, or DB.

A document management system and method. The inventive system includes a server for providing data from a stored document. Software is provided on the server for encrypting the data. A communications subsystem is included for transporting the encrypted data from the server to the client. Software is provided at the client for decrypting the encrypted data. The inventive method includes the steps of: using a client machine to access a server via a network and to request data therefrom; encrypting at least a portion of said data on said server; communicating said encrypted data from said server to said client; and decrypting said data on said client. In the illustrative embodiment, the inventive method operates under the control of an agent residing on the server. The encrypting software is a first applet residing on the server and the decrypting software is a second applet residing on the client. In the illustrative implementation, the second applet is communicated from the server to the client. Several mechanisms are included for verifying the user's identity including a digital signature, a private key and a public key. In accordance with the invention, software is included for customizing the data based on the user's access rights; providing for secure modification of the shared document; and tracking submission, access, and changes in the document.

Interactive collaboration within a secure, server-based social networking community integrated with a secured document management system includes at least one of a plurality of professional functionalities and a plurality of integrative functionalities to members having a member virtual identity within the community. Members may assemble into a network of members that excludes at least one member of the community. Integrative functionalities include allowing networks of members to share documents in a remote secured environment and exclude access to documents from those not belonging to a particular network. Members may also access software applications to remotely create, delete, edit and manage documents and view information about documents in a plurality of customizable and selectable viewing options.

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.

The method, system and a computer program and a computer product for managing workers and documents is provided. The method includes storing industry representations and a list of workers with data related to the workers, linking the industry representations to the workers and selecting at least one worker from based on the industry representations for that worker. The method also includes scheduling workers to a job based on whether they have all of the required industry representations. In addition, the method includes uploading industry representations and bar code scanning industry representations into the database. The method further includes dispatching said industry representations to other users and automatically mapping fields of the dispatched data in the destination database. In addition, the method includes selectively encrypting only sensitive fields in data transmission between two entities.