Secure Document Management System for Successor Access Control
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Solution Overview
Problem
The transition of control or ownership of assets and health information from an originator to successors is time-consuming and expensive, requiring adherence to multiple procedures and repeated presentation of documents, necessitating a more efficient system for document management and interaction between successors and third parties.
Innovation Solution
A centralized data management system that allows for the creation of user accounts, storage of identification information and documents, and controlled access by authorized users upon triggering conditions such as death or legal incapacity, ensuring secure and seamless transfer of control while protecting originator privacy.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If traditional document management procedures are used for transferring control to successors, then security and verification are maintained, but the process becomes time-consuming and expensive
Solution Approach 1:
The system performs preliminary actions by requiring the originator to pre-register their identity, documents, and authorized successors in the database before any transition event occurs. This advance preparation stores verification data that can be quickly accessed later, eliminating the need for time-consuming verification procedures when the actual transition is needed.
Solution Approach 2:
The patent introduces a centralized database as an intermediary between the originator, successors, and third parties. This database mediates the transition process by storing and verifying identity information, eliminating the need for direct, time-consuming interactions between multiple parties and their respective verification systems.
2Reliability
If multiple third parties require separate verification procedures, then each entity's security requirements are met, but the complexity and cost of the process increase
Solution Approach 1:
The patent creates a universal database system that serves multiple functions: storing originator information, verifying successor identities, and providing access to third parties. This single multi-functional system replaces multiple separate verification procedures, reducing complexity while maintaining verification accuracy across all entities.
Solution Approach 2:
The system merges separate verification processes into a single centralized database that handles all verification needs. Instead of multiple independent procedures for different entities, the patent combines these into one unified system that all parties access, thereby reducing procedural complexity while maintaining security standards.
3Reliability
If originator documents are repeatedly presented to different entities, then verification can be performed, but the process becomes expensive and inefficient
Solution Approach 1:
The patent creates a digital copy of the originator's information and documents in a centralized database. This electronic copy can be repeatedly accessed and verified by multiple entities without requiring the physical or repeated electronic presentation of original documents, thereby maintaining verification reliability while dramatically improving processing efficiency.
Data Source
AI summary
According to some embodiments, methods disclosed herein include: creating a user account for a first user; receiving identification information and one or more documents associated with the first user; associating one or more authorized users with the user account and receiving identification information associate with each authorized user; storing the identification information associated the first user, the one or more document associated with the first user, and the identification information associated with each authorized user; and assigning the user account a first status, wherein the one or more authorized users are not granted access to the user account when the user account is assigned the first status.