Universal Endpoint Address Schema for Document Routing
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Solution Overview
Problem
Conventional document routing systems are limited in addressability, lack integration with business rules, and fail to ensure secure and compliant handling of documents across organizational boundaries, particularly in cloud and virtualized data centers, leading to governance, risk, and compliance vulnerabilities.
Innovation Solution
A universal endpoint address schema that provides a globally unique identifier for any document routing endpoint, linking it to workflow steps and business rules to enforce proper processing, security, and compliance, and creates encapsulated workflow packages for secure document management and collaboration across organizational boundaries.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If conventional document routing systems use limited designated endpoints (e-mail inboxes, fax machines), then the system is simple to operate, but the addressability base is narrow and cannot route to diverse destinations
Solution Approach 1:
The patent implements a universal endpoint address schema where a single addressing framework can route documents to any addressable destination including e-mail inboxes, fax machines, cloud storage locations, and collaborative platforms. This multi-functional addressing system allows one system to handle diverse routing destinations without requiring separate routing mechanisms for each endpoint type, thereby expanding addressability while maintaining system simplicity
Solution Approach 2:
The patent introduces an intermediary routing layer that sits between the document sender and various destination systems. This intermediary translates universal endpoint addresses into destination-specific formats and protocols, enabling documents to be routed to diverse destinations without requiring the routing system to directly integrate with each specific endpoint type, thus expanding versatility while managing complexity
2Reliability
If conventional document routing systems allow user discretion in connecting documents with business rules, then the system is easy to operate, but governance, risk, and compliance vulnerabilities increase
Solution Approach 1:
The patent implements preliminary action by pre-configuring business rules, compliance requirements, and processing workflows associated with each endpoint address in the universal schema. Before documents are routed, the system automatically retrieves and applies the appropriate pre-defined rules based on the destination address, ensuring compliance without requiring users to manually configure or understand complex business rules, thus maintaining ease of operation while improving reliability
Solution Approach 2:
The patent incorporates feedback mechanisms where the routing system automatically monitors document routing operations against pre-defined business rules and compliance requirements. The system provides feedback on compliance status and can automatically adjust routing decisions or alert users to potential violations, ensuring governance and compliance assurance while maintaining simple user operation through automated control
3Adaptability or versatility
If documents are shared across organizational boundaries in cloud data centers, then collaboration capability is enhanced, but security and access control concerns increase
Solution Approach 1:
The patent implements local quality by allowing different security and access control policies to be associated with different endpoint addresses and destination organizations within the universal schema. Each endpoint can have customized security requirements, encryption standards, and access control rules tailored to the specific organizational context, enabling secure collaboration across boundaries while maintaining appropriate security controls for each destination
Solution Approach 2:
The patent introduces an intermediary security layer in the universal routing system that mediates document transmission across organizational boundaries. This intermediary enforces security policies, manages access controls, and ensures compliance with destination-specific security requirements without preventing collaboration, thereby enhancing security while maintaining versatility in cross-organizational document sharing
Data Source
AI summary
One example of the system and method described herein may provide a universal endpoint address schema to route documents and manage document workflows, which may include one or more encapsulated workflow packages. In particular, a globally unique endpoint address may be specified using the universal endpoint address schema to route documents to any addressable destination and link the documents to workflow steps, processing rules, and business intelligence that can enforce business constraints. Furthermore, the globally unique endpoint address may be specified using the universal endpoint address schema may be linked to tickets that request documents or document-related services from third parties in cloud or virtualized data centers, whereby the universal endpoint address schema may extend the abilities that different organizations have to collaborate with one another.