Transaction management system
First Claim
1. A method of documenting computerized transactions, the method comprising:
- initiating, by a server system having one or more server machines, a system configuration through a configuration interface, the configuration interface providing user control over triggers, the system configuration including configuring a filter with the triggers, the filter embodied on a non-transitory computer memory of the one or more server machines residing within the server system, the filter configured for passing data and control information between the server system and content resources for the server system;
operating the filter continuously on the server system;
receiving, by the server system from a client device, a request for content;
responsive to the request from the client device, detecting, by the server system, activation of a trigger in the filter operating on the server system;
responsive to the activation of the trigger in the filter operating on the server system, capturing, by the filter operating on the server system during multiple sessions of a computerized transaction, content associated with the computerized transaction, the capturing by the filter operating on the server system including time-stamping each document, item of data, or media captured by the filter operating on the server system during the multiple sessions of the computerized transaction; and
storing, by the filter operating on the server system, the content captured by the filter operating on the server system in a repository of the server system.
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0 Petitions
Accused Products
Abstract
The systems and methods described herein relate to a system for documenting transactions. A filter is provided that captures content associated with transactions. The filter may be configured to start and stop the capture at predetermined times, and may be further configured to specify what content is to be captured during a transaction. The system may store any documents or data associated with a transaction, including dynamic content and user selections and inputs. A document repository may be provided for storing unstructured data representing data, text, forms, and so forth presented to a party during a transaction. A viewer may be provided for displaying data stored in the document repository.
45 Citations
21 Claims
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1. A method of documenting computerized transactions, the method comprising:
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initiating, by a server system having one or more server machines, a system configuration through a configuration interface, the configuration interface providing user control over triggers, the system configuration including configuring a filter with the triggers, the filter embodied on a non-transitory computer memory of the one or more server machines residing within the server system, the filter configured for passing data and control information between the server system and content resources for the server system; operating the filter continuously on the server system; receiving, by the server system from a client device, a request for content; responsive to the request from the client device, detecting, by the server system, activation of a trigger in the filter operating on the server system; responsive to the activation of the trigger in the filter operating on the server system, capturing, by the filter operating on the server system during multiple sessions of a computerized transaction, content associated with the computerized transaction, the capturing by the filter operating on the server system including time-stamping each document, item of data, or media captured by the filter operating on the server system during the multiple sessions of the computerized transaction; and storing, by the filter operating on the server system, the content captured by the filter operating on the server system in a repository of the server system. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A computer program product for documenting computerized transactions, the computer program product comprising a non-transitory computer readable medium storing computer instructions translatable by a processor of a server system to perform:
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initiating a system configuration through a configuration interface, the configuration interface providing user control over triggers, the system configuration including configuring a filter with the triggers, the filter embodied on a non-transitory computer memory of a server machine residing within the server system, the filter configured for passing data and control information between the server system and content resources for the server system; operating the filter continuously on the server system; receiving, from a client device, a request for content; responsive to the request from the client device, detecting activation of a trigger in the filter operating on the server system; responsive to the activation of the trigger in the filter operating on the server system, capturing, during multiple sessions of a computerized transaction, content associated with the computerized transaction, the capturing by the filter operating on the server system including time-stamping each document, item of data, or media captured by the filter operating on the server system during the multiple sessions of the computerized transaction; and storing the content captured by the filter operating on the server system in a repository of the server system. - View Dependent Claims (9, 10, 11, 12, 13, 14)
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15. A system for documenting computerized transactions, the system comprising:
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a server system having one or more server machines; and stored computer instructions translatable by processor of the server system to perform; initiating a system configuration through a configuration interface, the configuration interface providing user control over triggers, the system configuration including configuring a filter with the triggers, the filter embodied on a non-transitory computer memory of the one or more server machines residing within the server system, the filter configured for passing data and control information between the server system and content resources for the server system; operating the filter continuously on the server system; receiving, from a client device, a request for content; responsive to the request from the client device, detecting activation of a trigger in the filter operating on the server system; responsive to the activation of the trigger in the filter operating on the server system, capturing, by the filter operating on the server system during multiple sessions of a computerized transaction, content associated with the computerized transaction, the capturing by the filter operating on the server system including time-stamping each document, item of data, or media captured by the filter operating on the server system during the multiple sessions of the computerized transaction; and storing the content captured by the filter operating on the server system in a repository of the server system. - View Dependent Claims (16, 17, 18, 19, 20, 21)
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Specification