Computer-guided Corporate Governance with Document Generation and Execution
First Claim
1. A system for organizing, managing, and reporting data relating to a corporate entity, comprising:
- at least one database configured to store a document record relating to a corporate action, the document record further comprising a core record reflecting human-readable information for incorporation into the generated document and stored with the document record, the document record further comprising a set of tags stored with the document record;
a business logic module, coupled to the at least one database; and
at least one document template stored in the at least one database and comprising instructions for generating, at the business logic module, a document based on the core record with an initial set of tags,wherein a first tag of the set of tags is in a text format and associates a human-readable document type with the document record,thereby providing namespaced tagging and retrieval of document records.
2 Assignments
0 Petitions
Accused Products
Abstract
A system for organizing, managing, and reporting data relating to a corporate entity, comprising; at least one database configured to store a document record relating to a corporate action, the document record further comprising a core record reflecting human-readable information for incorporation into the generated document and stored with the document record, the document record further comprising a set of tags stored with the document record; a business logic module, coupled to the at least one database; and at least one document template stored in the at least one database and comprising instructions for generating, at the business logic module, a document based on the core record with an initial set of tags, wherein a first tag of the set of tags is in a text format and associates a human-readable document type with the document record, thereby providing namespaced tagging and retrieval of document records.
13 Citations
28 Claims
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1. A system for organizing, managing, and reporting data relating to a corporate entity, comprising:
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at least one database configured to store a document record relating to a corporate action, the document record further comprising a core record reflecting human-readable information for incorporation into the generated document and stored with the document record, the document record further comprising a set of tags stored with the document record; a business logic module, coupled to the at least one database; and at least one document template stored in the at least one database and comprising instructions for generating, at the business logic module, a document based on the core record with an initial set of tags, wherein a first tag of the set of tags is in a text format and associates a human-readable document type with the document record, thereby providing namespaced tagging and retrieval of document records. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20)
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21. A method for organizing, managing, and reporting data relating to a corporate entity, comprising:
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retrieving an entity record comprising a value and a lineage entry, the lineage entry comprising a value source, the value source referencing a first document; retrieving a corporate action stored as a computer-readable process definition, the corporate action defining a set of stakeholders; creating a second document based on the entity record and on stakeholder input; and applying a status tag to the second document indicating a status of the second document in a document workflow, the status tag being applied as a human-readable, freeform text format data object associated with the second document. - View Dependent Claims (22, 23, 24, 25, 26, 27)
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28. A non-transitory computer-readable medium containing instructions which, when executed on a processor, cause the processor to perform operations comprising:
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retrieving an entity record comprising a value and a lineage entry, the lineage entry comprising a value source, the value source referencing a first document; retrieving a corporate action stored as a computer-readable process definition, the corporate action defining a set of stakeholders; creating a second document based on the entity record and on stakeholder input; and applying a status tag to the second document indicating a status of the second document in a document workflow, the status tag being applied as a human-readable, freeform text format data object associated with the second document.
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Specification