Systems and methods for document project management, conversion, and filing

• US 20060259524A1
• Filed: 07/14/2006
• Published: 11/16/2006
• Est. Priority Date: 03/17/2003
• Status: Abandoned Application

• Current Assignee: Libac Corporation
• Original Assignee: Libac Corporation
• Inventors: Horton, D. Troy
• Application Number:
  US11/486,600
• Publication Number:
  US 20060259524A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 16/00 Information retrieval; Database structures therefor; File system structures therefor
• CPC Class Codes: G06F 40/166 Editing, e.g. inserting or deleting
• CPC Class Codes: G06F 40/197 Version control for software G06F8/71
• CPC Class Codes: G06Q 10/00 Administration; Management
• CPC Class Codes: G06Q 10/101 Collaborative creation, e.g. joint development of products or services
• CPC Class Codes: G06Q 10/103 Workflow collaboration or project management

Abstract

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.

Claims

1. A method for electronically filing a document, the method comprising:

receiving a first document through a network;

in response to a first command received through the network, converting the first document to a second document having a format compatible with an electronic filing system; and

in response to a second command received through the network, submitting the second document through the network to the electronic filing system.

2. The method of claim 1, wherein submitting the second document to the electronic filing system comprises submitting the second document to the Security Exchange Commission'"'"'s EDGAR database system.

3. The method of claim 2, wherein converting the first document comprises converting the first document to an EDGAR-compliant format.

4. The method of claim 3, wherein the EDGAR-compliant format comprises an HTML format.

5. The method of claim 1, further comprising converting the first document to a third document having an internal format.

6. The method of claim 5, further comprising receiving one or more revisions to the third document from a user through the network.

7. The method of claim 5, wherein converting the first document to the second document comprises converting the third document to the second document.

8. The method of claim 1, further comprising receiving one or more revisions to the second document from one or more first users through the network.

9. The method of claim 8, further comprising, in response to receiving the one or more revisions:

associating each of the one or more revisions with a different draft number;

notifying one or more additional users of the one or more revisions;

highlighting differences between the second document and the one or more revisions; and

for each individual instance of the one or more revisions, receiving an acceptance or rejection from the second user.

10. The method of claim 9, further comprising including the accepted revisions in a new version of the second document.

11. The method of claim 1, wherein converting the first document to the second document comprises:

splitting the first document into a plurality of sub-documents;

individually converting each of the sub-documents to an EDGAR-compliant format; and

merging the EDGAR-compliant sub-documents into the second document.

12. The method of claim 11, further comprising:

associating each of the sub-documents with a respective user; and

receiving revisions for one or more of the sub-documents from the respective users.

13. A web portal comprising:

a document management module configured to allow a plurality of users to edit a first document;

a conversion module configured to convert the first document to a second document having a format compatible with a remote electronic filing system; and

a filing module configured to submit the second document to the electronic filing system.

14. The web portal of claim 13, wherein the electronic filing system comprises the Security Exchange Commission'"'"'s EDGAR database system.

15. The web portal of claim 14, wherein the format of the second document is an EDGAR-compliant format.

16. The web portal of claim 14, wherein the EDGAR-compliant format comprises a markup-language format.

17. The web portal of claim 16, further comprising an markup-language editor configured as a browser plug-in that permits markup-language editing of the second document.

18. A system comprising:

means for receiving a financial document through the Internet-means for converting the financial document to an EDGAR-compliant document; and

means for submitting the EDGAR-compliant document to the EDGAR system.

19. The system of claim 18, further comprising means for editing the financial document.

20. The system of claim 18, further comprising means for editing the EDGAR-compliant document.

21. The system of claim 18, further comprising:

means for splitting the financial document into a plurality of sub-documents;

means for editing the sub-documents; and

means for merging the sub-documents into the EDGAR-compliant document.