Method of Obtaining An Electronically-Stored Financial Document

• US 20120179715A1
• Filed: 10/13/2011
• Published: 07/12/2012
• Est. Priority Date: 04/13/1999
• Status: Abandoned Application

• Current Assignee: Mirror Imaging L.L.C.
• Original Assignee: Mirror Imaging L.L.C.
• Inventors: Schulze, Michael D., Gagnon, Richard J.
• Application Number:
  US13/272,936
• Publication Number:
  US 20120179715A1
• Time in Patent Office: Days
• US Class Current: 707/770
• CPC Class Codes: G06F 16/10 File systems; File servers
• CPC Class Codes: G06F 16/2308 Concurrency control transaction processing G06F9/466
• CPC Class Codes: G06F 16/2322 using timestamps
• CPC Class Codes: G06F 16/2453 Query optimisation
• CPC Class Codes: G06F 16/24562 Pointer or reference processing operations
• CPC Class Codes: G06F 16/447 Temporal browsing, e.g. timeline
• CPC Class Codes: G06F 16/583 using metadata automatically derived from the content
• CPC Class Codes: G06F 16/5866 using information manually generated, e.g. tags, keywords, comments, manually generated location and time information
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03

Abstract

A method to obtain an electronically-stored financial document is disclosed. The document includes a specific document parameter, such as a record date. The financial document is maintained in an off-site storage system when the record date is later than a pre-selected date and in an on-site storage system when the record date is earlier than or equal to the pre-selected date. The off-site storage system is different from the on-site storage system. A request is inputted and compared to determine if the record date is later than, earlier than, or equal to the pre-selected date. In processing the request, a computer terminal, connected to the off-site and on-site storage systems through a processing unit, is utilized to access one of the storage systems in response to the comparison of the record date to the pre-selected date. After accessing the appropriate storage system, the requested financial document is retrieved.

Claims

1-22. -22. (canceled)

23. A method of obtaining an electronically-stored financial document from one of a first storage system and a second storage system with the first and second storage systems being different from each other wherein the first and second storage systems each include a plurality of financial documents stored therein and wherein each of the financial documents is associated with at least one specific document parameter, said method comprising the steps of:

storing a plurality of financial documents in a first fixed medium at the first storage system when the specific document parameter of the financial document is greater than a predetermined parameter;

storing a plurality of financial documents in a second fixed medium at the second storage system when the specific document parameter of the financial document is less than or equal to the predetermined parameter;

utilizing a computer terminal connected to the first and second storage systems through a processing unit;

submitting a request for at least one of the stored financial documents into the computer terminal;

comparing the specific document parameter of the requested financial document to the predetermined parameter to determine if the specific document parameter is greater than, less than, or equal to the predetermined parameter after the request has been submitted;

at least partially automatically accessing the first storage system through the processing unit when the specific document parameter is greater than the predetermined parameter and accessing the second storage system through the processing unit when the specific document parameter is less than or equal to the predetermined parameter; and

retrieving the requested financial document, as defined by the submitted request, in the first fixed medium when the specific document parameter is greater than the predetermined parameter and in the second fixed medium when a specific document parameter of the financial document is less than or equal to the predetermined parameter.

24. A method as set forth in claim 23 wherein the first and second fixed mediums are different from each other.

25. A method as set forth in claim 24 wherein the step of storing a plurality of financial documents in a first fixed medium is further defined as storing a plurality of financial documents on a physical media.

26. A method as set forth in claim 25 wherein the step of storing a plurality of financial documents in a second fixed medium is further defined as electronically storing the plurality of financial documents in a fixed electronic medium.

27. A method as set forth in claim 24 wherein the step of storing a plurality of financial documents in a first fixed medium is further defined as electronically storing the plurality of financial documents in a fixed electronic medium.

28. A method as set forth in claim 27 wherein the step of storing a plurality of financial documents in a second fixed medium is further defined as storing a plurality of financial documents on a physical media.

29. A method as set forth in claim 23 wherein the first and second fixed mediums are the same.

30. A method as set forth in claim 23 wherein the step of accessing the first and second storage systems is further defined as accessing only one of the storage systems at any one time to locate the requested financial document.