Automated Digital Certificate Lifecycle Management

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Solution Overview

Problem

Large organizations face challenges in managing tens of thousands of digital certificates due to the complexity of their lifecycle, including manual management difficulties, lack of accountability, and inefficient escalation processes, especially with certificates expiring on a rolling basis.

Innovation Solution

A system and method for automating digital certificate lifecycle management, which includes a workflow that involves multiple approvers and a certificate manager, providing transparency and accountability through self-administration, and accommodating un-managed certificates, with features like automated provisioning and discovery modules to handle certificate issuance, revocation, and priority-based alerting.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual management of digital certificates is used, then flexibility and adaptability are maintained, but productivity and accountability deteriorate due to the arduous task of managing tens of thousands of certificates with rolling expirations

Engineering Contradiction:
Improvecertificate management efficiencyVSAvoidlifecycle management complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The certificate management process is divided into distinct lifecycle stages (request, authorization, management, expiration, replacement) with dedicated handlers for each stage. This segmentation allows complex certificate management to be broken down into manageable, automated tasks that can be processed systematically without human intervention.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system implements self-service capabilities where the certificate management system automatically handles certificate requests, monitoring, renewal, and expiration notifications without requiring manual intervention. The system serves itself by automatically processing lifecycle events and escalating issues according to predefined rules, eliminating the need for continuous manual management.

Inventive Principle:
Principle #25Self-service

2Reliability

If ad hoc e-mail exchanges are used for certificate requests and authorizations, then operational flexibility is maintained, but accountability and escalation capability deteriorate

Engineering Contradiction:
ImproveaccountabilityVSAvoidoperational simplicity
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system implements automated feedback mechanisms that track the status of certificate requests through the entire lifecycle. Each stage has defined transitions and notifications that provide feedback to stakeholders about the current state of their requests, ensuring accountability and enabling automated escalation when issues arise.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs preliminary actions by pre-defining workflows, escalation paths, and notification schedules before certificate requests are submitted. This allows the system to automatically handle routine tasks and escalate issues according to predefined rules, eliminating the need for ad hoc decision-making and ensuring consistent accountability.

Inventive Principle:
Principle #10Preliminary action

3Extent of automation

If automated certificate lifecycle management is implemented, then productivity and accountability are improved, but device complexity and implementation difficulty increase

Engineering Contradiction:
Improvelifecycle management automationVSAvoidsystem complexity
Core Design Contradiction:
Extent of automationVSDevice complexity

Solution Approach 1:

The system employs a universal certificate management platform that handles multiple certificate types, issuance authorities, and lifecycle events through a single integrated framework. This multi-functional approach consolidates what would otherwise be multiple separate systems into one unified platform, reducing overall complexity while maintaining high automation.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system manages complexity by dynamically adjusting parameters such as notification thresholds, escalation timelines, and workflow routes based on the specific certificate type and organizational requirements. This parameterization allows the automated system to adapt to different scenarios without requiring complex hard-coded logic for each possible situation.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS8726011B1Systems and methods for managing digital certificates
Publication Date: 2014.05.13 JPMORGAN CHASE BANK NA
  • US8726011B1 patent drawing
  • US8726011B1 patent drawing
  • US8726011B1 patent drawing

AI summary

A method of managing a digital certificate by a computer system can include the steps of receiving, the at the computer system, a business request for a digital certificate from a requester and transmitting, by the computer system, the request to a first approver. The method can further include, upon approval by the first approver, transmitting, by the computer system, the request to a second approver, upon approval by the second approver, transmitting, by the computer system, the request to a certificate manager, transmitting, by the computer system, the request to an implementer and receiving, by the computer system, from the implementer, technical information related to the request and transmitting, by the computer system, a certificate to a certificate supplier.