Notary document processing and storage system and methods

• US 20080104408A1
• Filed: 10/25/2006
• Published: 05/01/2008
• Est. Priority Date: 10/25/2006
• Status: Abandoned Application

• Current Assignee: DocVerify, Inc. (Intercontinental Exchange, Inc.)
• Original Assignee: DocVerify, Inc. (Intercontinental Exchange, Inc.)
• Inventors: Mayer, Darcy
• Application Number:
  US11/586,118
• Publication Number:
  US 20080104408A1
• Time in Patent Office: Days
• US Class Current: 713/178
• CPC Class Codes: H04N 1/32112 in a separate computer file, document page or paper sheet, e.g. a fax cover sheet H04N1/32122 takes precedence
• CPC Class Codes: H04N 1/32133 on the same paper sheet, e.g. a facsimile page header
• CPC Class Codes: H04N 2201/3214 of a date
• CPC Class Codes: H04N 2201/3215 of a time or duration
• CPC Class Codes: H04N 2201/3226 of identification information or the like, e.g. ID code, index, title, part of an image, reduced-size image
• CPC Class Codes: H04N 2201/3233 of authentication information, e.g. digital signature, watermark
• CPC Class Codes: H04N 2201/3269 of machine readable codes or marks, e.g. bar codes or glyphs
• CPC Class Codes: H04N 2201/3277 The additional information being stored in the same storage device as the image data

Abstract

A notary document processing system and related methods are described. The notary document processing system receives files uploaded by users, processes them by applying a document ID, time stamp or other information to each page of the document, and converts them to read only format for storage. Once the document is processed and stored in the system, they cannot be edited or otherwise changed by any user including the owner of the document. The system makes stored documents available to the owner or other users upon the owner'"'"'s request (document shared by owners) or permission (document requested by others). The users may also request others to verify the contents of documents. The system and method provide a way of preserving original versions of documents to be used later for purposes of evidencing the dates and contents of documents, evidencing agreement between parties as to the contents of documents, etc.

Claims

1. A computer implemented method for processing and managing documents, comprising:

receiving a document to be processed, the document including one or more pages;

generating document management information associated with the document, the document management information including at least a document ID;

processing the document, including applying the document ID and a time stamp on at least some of the one or more pages of the document and converting the document to a read-only format;

storing the processed document in association with the document management information; and

retrieving the document based on the document management information.

2. The method of claim 1, wherein the processing step further includes applying a barcode on each page of the document.

3. The method of claim 1, wherein the processing step further includes applying a page number on each page of the document.

4. The method of claim 1, wherein the processing step further includes adding one or more pages at a beginning or end of the document, and applying the document ID and the time stamp on each of the added pages.

5. The method of claim 1, wherein the processing step further includes applying a digital certificate, digital signature or digital fingerprint to the document.

6. The method of claim 1, further comprising defining a reference chain linking the document with another stored document,

7. The method of claim 1, wherein the retrieving step is performed at a request or upon the permission of an owner of the document.

8. The method of claim 7, wherein the retrieving step comprises:

receiving from the owner information identifying a recipient of the document;

notifying the recipient of a document share created by the owner; and

retrieving the document for access by the recipient.

9. The method of claim 7, wherein the retrieving step comprises:

receiving a request for access from a requestor identifying the document by the document ID or other document management information;

notifying the owner of the request for access to the document by the requestor;

receiving permission or denial from the owner in response to the request for access; and

retrieving the document for access by the requestor if permission is received from the owner.

20. The method of claim 1, wherein the processing step includes applying the document ID and a time stamp on each page of the document.

21. The method of claim 1, wherein the processing step further includes applying a barcode on at least some of the one or more pages of the document.

22. The method of claim 1, wherein the processing step further includes applying a page number on at least some of the one or more pages of the document.

23. The method of claim 1, wherein the processing step further includes adding one or more pages at a beginning or end of the document, and applying the document ID and the time stamp on at least some of the added pages.

10. A computer implemented method of managing documents, comprising:

receiving a document to be processed;

generating document management information associated with the document, the document management information including at least a document ID;

storing the processed document in association with the document management information;

at a request by a first user, generating a request to a second user to verify whether the content of the document is authentic;

receiving a verification result from the second user; and

storing the verification result and an identity of the second user in association with the document.

11. A system for processing and managing documents, comprising:

a document intake system for receiving a document to be processed and for generating document management information associated with the document, the document management information including at least a document ID;

a processing system for processing the document, including applying the document ID and a time stamp on at least some of the one or more pages of the document and converting the document to a read-only format;

a storage and archive system for storing the processed document in association with the document management information; and

a sharing system for retrieving the document based on the document management information.

12. The system of claim 11, wherein the processing system further applies a barcode on each page of the document.

13. The system of claim 11, wherein the processing system further applies a page number on each page of the document.

14. The system of claim 11, wherein the processing system further adds one or more pages at a beginning or end of the document, and applies the document ID and the time stamp on each of the added pages.

15. The system of claim 11, wherein the processing system further applies a digital certificate, digital signature or digital fingerprint to the document.

16. The system of claim 11, further comprising a referencing system for defining a reference chain linking the document with another document stored in the storage and archive system.

17. The system of claim 11, wherein the sharing system retrieves the document upon permission of an owner of the document.

18. The system of claim 17, further comprising a requesting system for retrieving the document upon request by a non-owner of the document.

19. The system of claim 11, further comprising a verification system for generating a request on behalf of a first user for verification of a document and receiving a verification result from a second user, wherein the verification result verifies that the content of the document is authentic, and wherein the storage and archive system stores the verification result and an identity of the second user in association with the document.

24. The system of claim 11, wherein the processing system applies the document ID and a time stamp on each page of the document.

25. The system of claim 11, wherein the processing system further applies a barcode on at least some of the one or more pages of the document.

26. The system of claim 11, wherein the processing system further applies a page number on at least some of the one or more pages of the document.

27. The system of claim 11, wherein the processing system further adds one or more pages at a beginning or end of the document, and applies the document ID and the time stamp on at least some of the added pages.