Document management system for vehicle sales

• US 20070094296A1
• Filed: 10/25/2005
• Published: 04/26/2007
• Est. Priority Date: 10/25/2005
• Status: Abandoned Application

• Current Assignee: Richard Peters
• Original Assignee: Richard Peters
• Inventors: Peters, Richard
• Application Number:
  US11/257,540
• Publication Number:
  US 20070094296A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A document management system for managing the documents for a purchase transaction. The system includes a database for storing a plurality of electronic customer files. The electronic customer files contain text data and image data. An interface with a dealer management system provides for the input of forms for the generation of the image data and the text data. A control module enables assembly of a portion of the electronic documents in an electronic customer file in the database into a distribution package. The portion of the electronic documents from the electronic customer file are determined based upon a destination third party for the distribution package.

Claims

1. A document manage system for a purchase transaction, comprising:

a database for storing a plurality of electronic customer files, the electronic customer files containing text data and image data;

a first interface with a dealer management system, the interface providing for input of forms to the database for the generation of the text data and the image data for electronic customer files; and

a control module for assembling a portion of electronic documents in an electronic customer file in the database into a distribution package, wherein the portion of the electronic documents that are assembled is determined based upon a destination third party for the distribution package.

2. The document manage system of claim 1, further including:

a second interface for receiving scanned image data of a physical document; and

a character recognition module for extracting the text data from the scanned image data and forms from the dealer management system.

3. The document manage system of claim 2, wherein the character recognition module associates particular attributes with a scanned documents to extract the text data responsive to a user provided indication.

4. The document manage system of claim 2, further including a scanning module for creating the scanned image data from a scanned physical document.

5. The document manage system of claim 1, wherein each of the electronic customer files contains at least one electronic document associated with the vehicle purchase transaction.

6. The document manage system of claim 3, wherein the at least one electronic document includes image data defining a picture of the document and text data extracted from the image data.

7. The document manage system of claim 1, further including a graphical user interface, said graphical user interface further including:

a first portion containing an image of an accessed document within the document manage system; and

a second portion containing a plurality of identifiers for accessing each of the electronic documents contained in an electronic customer file.

8. The document manage system of claim 1, wherein a control module further generates an identifier associated with a particular electronic customer file.

9. The document manage system of claim 8, wherein the control module further associates a document being scanned with the particular electronic customer file responsive to scanning of the identifier.

10. The document manage system of claim 8, wherein the control module creates the particular electronic customer file responsive to scanning of an identification document associated with a customer.

11. The document manage system of claim 8, wherein the control module places a signature on an accessed document responsive to input from an electronic signature pad.

12. The document management system of claim 1, wherein the control module extracts data from the electronic customer files to generate an input for at least one display, the input causing generation of status indicators on the display indicating status of sales associated with the electronic customer files.

13. The document management system of claim 12, wherein the status indicators are provided to at least one of a sales manager, an F &

I manager and a general manager in real time.

14. A method for managing documents for a purchase transaction, comprising the steps of:

storing a plurality of electronic customer files in a database, the electronic customer files containing text data and image data;

receiving from the dealer management system forms for the generation of the text data and the image data; and

assembling a portion of electronic documents in an electronic customer file in the database into a distribution package, wherein the portion of the electronic documents that are assembled is determined based upon a destination third party for the distribution package.

15. The method of claim 14, further including the steps of:

receiving scanned image data of a physical document; and

extracting the text data from the scanned image data.

16. The method of claim 15, wherein the step of extracting further comprises the step of associating particular attributes with a scanned documents to extract the text data responsive to a user provided indication.

17. The method of claim 15, further including the step of creating the scanned image data from a scanned physical document.

18. The method of claim 14, further including the step of generating an identifier associated with a particular electronic customer file.

19. The method of claim 18, further including the step of associating a document being scanned with the particular electronic customer file responsive to scanning of the identifier.

20. The method of claim 18, further including the step of creating the particular electronic customer file responsive to scanning of an identification document associated with a customer.

21. The method of claim 18, further including the step of placing a signature on an accessed document responsive to input from an electronic signature pad.

22. The method of claim 16, further including the steps of:

extracting data from the electronic customer files; and

generating an input for at least one display, the input causing generation of status indicators on the display indicating status of sales associated with the electronic customer files.

23. The method of claim 22, wherein the step of generating further comprises providing the status indicators to at least one of a sales manager, an F &

I manager and a general manager in real time.