METHODS AND SYSTEMS FOR RECORDING VERIFIABLE DOCUMENTATION

• US 20120323796A1
• Filed: 06/17/2011
• Published: 12/20/2012
• Est. Priority Date: 06/17/2011
• Status: Active Grant

• Current Assignee: Sanjay Udani
• Original Assignee: Sanjay Udani
• Inventors: UDANI, Sanjay
• Granted Patent: US 8,655,796 B2
• Time in Patent Office: Days
• US Class Current: 705/80
• CPC Class Codes: G16H 10/20 for electronic clinical trials or questionnaires
• CPC Class Codes: G16H 20/17 delivered via infusion or injection

Abstract

Systems and methods for collecting information, verifying authenticity of such information, processing, maintaining, and managing such information are described. The system can be a standalone unit or can comprise a combination of various units configured to function together.

Claims

1. A method of executing agreements comprising:

providing an electronic device with a display, wherein the electronic device is loaded with a software application and/or remotely accessing the software application;

selecting a desired agreement on the electronic device to be executed by a party to the agreement;

recording information identifying the party to the agreement with the electronic device;

displaying the agreement on the display of the electronic device;

documenting the party while the party reviews the displayed agreement;

verifying that the party comprehends contents, requirements, nature of the agreement, and/or terms of the agreement;

agreeing to the contents, requirements, nature of the agreement and/or terms of the agreement by signing the agreement; and

documenting the party executing the agreement, whereby the recording authenticates the party executing the agreement.

2. The method according to claim 1, further comprising providing a camera adapted to be controlled by the software application, wherein the documenting is accomplished by recording the party with the camera.

3. The method according to claim 1, wherein the signing is selected from the group consisting of:

a digital signature, electronic signature, biometric signature, and recorded verbal agreement.

4. The method according to claim 1, wherein the agreeing is a valid, legally binding, enforceable, authenticated means for agreeing to the agreement.

5. The method according to claim 1, wherein the verifying further comprises the electronic device presenting to the party questions pertaining to content of the agreement and the party answering the questions by entering answers on the electronic device and/or by recording spoken answers to the questions.

6. The method according to claim 5, wherein if the party answers the questions incorrectly, the party is prevented from advancing to a next section of the displayed agreement, and the party is guided to sections of the displayed agreement on the electronic device pertaining to incorrectly answered questions, and the party answering the previously incorrectly answered questions again.

7. The method according to claim 5, wherein if the party answers the questions correctly, the party is allowed to advance to next step.

8. The method according to claim 2, wherein the camera is embedded in the electronic device or the camera is external to the electronic device.

9. The method according to claim 1, wherein the information identifying the party to the agreement is selected from the group consisting of:

name, social security number, driver'"'"'s license number, passport number, other government identification documents, address, date of birth, video of the subject, audio of a subject, still image of a subject, and biometric identification of a subject.

10. The method according to claim 9, wherein the biometric identification is selected from the group consisting of:

face recognition, fingerprints, retina scan, voiceprint, iris scan, typing biometrics, hand and finger geometry, signature verification, ear geometry, olfactory biometrics, and behavioral biometrics.

11. The method according to claim 1, further comprising the electronic device determining whether or not the party is actually reviewing the displayed agreement by tracking face, eye, and/or gaze movement of the party, while recording the party, while the party reviews the displayed agreement.

12. The method according to claim 1, further comprising verifying the electronic device is loaded with or accessing a latest version of the desired agreement by comparing the agreement already loaded or accessed on the electronic device with the agreement in a master library.

13. The method according to claim 12, wherein if the desired agreement is an outdated version of the agreement, then the latest version of the agreement is downloaded to or accessed by the electronic device from the master library.

14. The method according to claim 1, further comprising the party highlighting or annotating associated sections of the displayed agreement if the party has questions pertaining to the agreement, and the electronic device providing a summary of the highlighted or annotated sections of the displayed agreement for review.

15. The method according to claim 1, further comprising the party editing associated sections of the displayed agreement if the party has suggestions for changes, additions, or deletions pertaining to the agreement, and the electronic device providing a summary of the changed, added, or deleted sections of the displayed agreement for review.

16. The method according to claim 1, wherein a format of the contents of the agreement on the electronic device is selected from the group consisting of:

text, video, hologram, and audio.

17. The method according to claim 1, wherein the agreement is selected from the group consisting of:

medical agreement, clinical agreement, financial agreement, business agreement, government agreement, contract, consent, waiver, and disclosure.

18. A method of executing agreements comprising:

providing an electronic device with a display, and loaded with a software application and/or remotely accessing the software application;

recording information identifying a party to the agreement with the electronic device and a camera;

recording the party with the camera while the party verbally discusses the agreement;

agreeing to the contents, requirements, nature of the agreement and/or terms of the agreement by signing for the agreement; and

recording the party executing the agreement, whereby the recording authenticates the party executing the agreement,

wherein the signing is selected from the group consisting of;

a digital signature, electronic signature, biometric signature, and recorded verbal agreement.

19. A device for executing agreements between parties, comprising:

an electronic device with a display, the electronic device loaded with a software application and/or remotely accessing the software application on a remote server, the display adapted to display the agreement;

a documenting device configured to be controlled by the software application; and

memory connected with the electronic device, the memory adapted to store information identifying a party,

wherein the electronic device is adapted to record the party with the documenting device while the party reviews the agreement and store recorded information on the memory,

wherein the electronic device is adapted to verify that the party comprehends contents, requirements, nature of the agreement, and/or terms of the agreement,

wherein the electronic device is adapted to authenticate the party agreeing to the agreement, and

wherein the electronic device is adapted to send information stored in the memory to a server separate from the electronic device.

20. The device according to claim 19, wherein the documenting device is embedded in the electronic device and/or external to the electronic device, the documenting device being a camera or a biometric device.

21. The device according to claim 19, wherein the electronic device is selected from the group consisting of:

a computer, a portable computer, a tablet computer, a smartphone, a game console, an e-book reader, a holographic device, a television screen, and a video screen.

22. The device according to claim 19, wherein the information identifying the party is obtained from an identifier selected from the group consisting of:

name, social security number, driver'"'"'s license number, passport number, other government identification documents, address, date of birth, video of the subject, audio of a subject, still image of a subject, and biometric identification of a subject.

23. The device according to claim 19, wherein an identification card is scanned, swiped, read, videographed, or photographed.

24. The device according to claim 19, further comprising a biometric device adapted to connect with the electronic device for agreeing to the agreement.

25. The device according to claim 24, wherein the biometric device is selected from the group consisting of:

face recognition identifier, fingerprints scanner, retina scanner, voiceprint scanner, iris scanner, typing biometrics reader, hand and finger geometry reader, signature verification device, ear geometry scanner, olfactory biometrics scanner, and behavioral biometrics scanner.

26. The device according to claim 19, further comprising a face, eye, and/or gaze tracking application, wherein the electronic device is adapted to determine whether or not the party is actually reviewing the displayed agreement by tracking face and/or eye movement of the party while recording the party, while the party reviews the displayed agreement.

27. A system for executing agreements between parties, comprising:

the device according to claim 19;

a database library accessible by the electronic device, the database library further comprising a plurality of agreements configured to be selected by a user to be loaded on the electronic device.

28. The system according to claim 27, wherein the plurality of the agreements are created by a plurality of creators, such that the plurality of the agreements is sold from a master library.

29. The system according to claim 28, wherein the agreement is adapted to be downloaded from the master library or accessed remotely from the master library, such that the download or access allows the agreement creator to collect compensation for use of the agreement creator'"'"'s agreement.

30. The system according to claim 27, wherein the electronic device is adapted to access the database library by way of a wired or wireless connection.

31. The system according to claim 27, wherein the database library is located in a server computer.

32. A method of confirming identity and attendance, comprising:

providing an electronic device and a documenting device, the electronic device being loaded with a software application and/or remotely accessing the software application;

authenticating identity of a subject by recording an initial set of biometric identity characteristics;

comparing the initially recorded biometric identity characteristics with new biometric characteristics captured by the electronic device;

providing a library of biometric identity characteristics stored in a database, the biometric identity characteristics associated with personnel belonging to a group; and

comparing the biometric identity characteristics of the subject with the biometric identity characteristics stored in the database, wherein the comparing determines if the subject belongs to the group.

33. The method according to claim 32, further comprising verifying whether or not the subject has any outstanding documents requiring attention based on identity information obtained from the biometric identity characteristics.

34. The method according to claim 33, further comprising providing an identity characteristics database for the verifying.

35. The method according to claim 32, wherein the documenting device is a camera or a biometric device, wherein the camera or the biometric device is embedded in the electronic device or is external to the electronic device.

36. The method according to claim 32, wherein if the recorded biometric identity characteristics and the new biometric characteristics match, then the subject is considered to belong to the group.

37. The method according to claim 36, wherein the group is a clinical research study group, the clinical research study group comprising persons participating in other clinical research studies which prohibit persons from simultaneously participating in more than one clinical research study.

38. The method according to claim 32, wherein the authenticating comprises logging on the electronic device a time, a date, and a location such that an identity or activity of the subject is adapted to be validated against an actual activity at that time, date, and location.

39. The method according to claim 37, further comprising authenticating identity of a research study staff by recording an initial image of the research study staffs biometric identity characteristics with a biometric identity recognition application on the electronic device, and comparing the recorded biometric identity characteristics of the research study staff with a new biometric identity characteristics of the research study staff captured by the camera.

40. The method according to claim 39, further comprising verifying authority of the research study staff.

41. The method according to claim 40, wherein the authority is selected from the group consisting of:

credentials, authorizations, and regulatory status.

42. The method according to claim 32, wherein the biometric identity characteristics is selected from the group consisting of:

facial recognition characteristics, fingerprint characteristics, retina characteristics, voice characteristics, iris characteristics, typing biometrics characteristics, hand and finger geometry characteristics, signature verification characteristics, ear geometry characteristics, olfactory biometrics characteristics, and behavioral biometrics characteristics.

43. A device for confirming identity and attendance, comprising:

an electronic device loaded with a software application and/or remotely accessing the software application on a remote server; and

a documenting device adapted to be operated with the electronic device,

wherein the electronic device is adapted to compare biometric characteristics of a subject obtained from the documenting device, and

wherein the electronic device is adapted to verify the subject has signed required documents based on identity information obtained from the documenting device.

44. The device according to claim 43, wherein the documenting device is embedded in the electronic device or is external to the electronic device, the documenting device being a camera or a biometric device.