Document management system and method
First Claim
1. A system for managing data items at an electronic data repository with respect to a plurality of parties, the system comprising:
- an electronic data repository; and
a computer processor programmed toreceive a plurality of data items (received data items) from one or more parties of a plurality of parties remote from the repository and remote from each other,store the received data items in the repository, andfor each first remote party of the plurality of remote parties,provide the first remote party access to said received data items that are within a data item set corresponding to the first remote party,prohibit the first remote party from modifying a first data item of the received data items in the repository, and from deleting the first data item from the repository, while the first data item is part of a data item set of another remote party of the plurality of remote parties, andresponsively to the first remote party, permit a second remote party of the plurality of remote parties access, in a data item set corresponding to the second remote party, to first data items that are in the data item set corresponding to the first remote party, and thereafter permit a third remote party of the plurality of remote parties access to the first data items responsively to the second remote party.
8 Assignments
0 Petitions
Accused Products
Abstract
A system for managing data items at an electronic data repository with respect to a plurality of parties includes an electronic data repository and a computer processor programmed to receive data items from parties remote from the repository and from each other. The program stores the received data items in the repository. It provides each remote party access only to those data items within one or more data item sets corresponding to the remote party. The program prohibits any remote party from modifying any data item in the repository, and from deleting any data item from the repository, while the data item is part of a data item set of another remote party. A first remote party may access data items in a set corresponding to a second remote party, responsively to the second remote party.
-
Citations
52 Claims
-
1. A system for managing data items at an electronic data repository with respect to a plurality of parties, the system comprising:
-
an electronic data repository; and a computer processor programmed to receive a plurality of data items (received data items) from one or more parties of a plurality of parties remote from the repository and remote from each other, store the received data items in the repository, and for each first remote party of the plurality of remote parties, provide the first remote party access to said received data items that are within a data item set corresponding to the first remote party, prohibit the first remote party from modifying a first data item of the received data items in the repository, and from deleting the first data item from the repository, while the first data item is part of a data item set of another remote party of the plurality of remote parties, and responsively to the first remote party, permit a second remote party of the plurality of remote parties access, in a data item set corresponding to the second remote party, to first data items that are in the data item set corresponding to the first remote party, and thereafter permit a third remote party of the plurality of remote parties access to the first data items responsively to the second remote party. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)
-
-
15. A system for managing documents at an electronic data repository, where the documents relate to a transaction involving a plurality of parties having different roles in the transaction, the system comprising:
-
an electronic data repository; and a computer program configured to receive a plurality of documents (received documents) from one or more parties of a plurality of parties that are involved in the transaction and that are remote from the repository and from each other, store the received documents in the repository, and for each first remote party of the plurality of remote parties, define, responsively to instructions from the first remote party, a document set corresponding to the first remote party, wherein the document set includes one or more predetermined types of the received documents, permit the first remote party access to said received documents that are within the document set corresponding to the first remote party, prohibit the first remote party from modifying any first document of the received documents in the repository, and from deleting the first document from the repository, while the first document is part of a document set of another remote party of the plurality of remote parties, and responsively to the first remote party, permit a second remote party of the plurality of remote parties access, in a document set corresponding to the second remote party, to first documents that are in the document set corresponding to the first remote party, and thereafter permit a third remote party of the plurality of remote parties access to the first documents responsively to the second remote party. - View Dependent Claims (16, 17, 18, 19, 20)
-
-
21. A system for collecting data items at an electronic data repository from a plurality of parties, with each of the parties having access to the data items from the repository, the system comprising:
-
means for storing data items in an electronic format; means for receiving a plurality of data items (received data items) from one or more parties of a plurality of parties remote from the repository and from each other; means for storing the received data items in the repository; means for providing each first remote party of the plurality of remote parties access to said received data items that are within a data item set corresponding to the first remote party; means for prohibiting the first remote party from modifying any first data item of the received data items in, and from deleting the first data item from, the repository while the first data item is part of a data item set of another remote party of the plurality of remote parties; and means for permitting, responsively to the first remote party, a second remote party of the plurality of remote parties access, in a data item set corresponding to the second remote party, to first data items that are in the data item set corresponding to the first remote party, and thereafter permitting a third remote party of the plurality of remote parties access to the first data items responsively to the second remote party.
-
-
22. A computerized method for managing data items at an electronic data repository with respect to a plurality of parties, the method comprising:
-
receiving a plurality of data items (received data items) from one or more parties of a plurality of parties remote from the repository and from each other; storing the received data items in the repository in an electronic format; and for each first remote party of the plurality remote parties, providing the first remote party access to said received data items that are within a data item set corresponding to the first remote party, prohibiting the first remote party from modifying a first data item of the received data items in the repository, and from deleting the first data item from the repository, while the first data item is part of a data item set of another remote party of the plurality of remote parties, and permitting, responsively to the first remote party, a second remote party of the plurality of remote parties access, in a data item set corresponding to the second remote party, to first data items that are in the data item set corresponding to the first remote party, and thereafter permitting a third remote party of the plurality of remote parties access to the first data items responsively to the second remote party. - View Dependent Claims (23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34)
-
-
35. Within a transaction involving a plurality of parties having different roles in the transaction, a computerized method for managing documents related to the transaction and controlling access to the documents, the method comprising:
-
receiving a plurality of documents (received documents) relating to the transaction from one or more parties of a plurality of parties that are involved in the transaction; storing the received documents in an electronic data repository, wherein said one or more parties are remote from the repository and from each other, wherein the documents are applied to one or more document sets corresponding to respective remote parties, and wherein each said document set includes one or more predetermined types of said received documents; and for each first remote party of the plurality of remote parties, providing the first remote party access to said received documents that are within a document set corresponding to the first remote party, prohibiting the first remote party from modifying any first document of the received documents in, and from deleting the first document from, the repository while the first document is part of a document set of another remote party of the plurality of remote parties, and permitting, responsively to the first remote party, a second remote party of the plurality of remote parties access, in a document set corresponding to the second remote party, to first documents in the document set corresponding to the first remote party, and thereafter permitting a third remote party of the plurality of remote parties access to the first documents responsively to the second remote party. - View Dependent Claims (36, 37, 38, 39)
-
-
40. Within a transaction involving a plurality of parties having different roles in the transaction, a computerized method for managing documents related to the transaction and controlling access to the documents, the method comprising:
-
(a) providing an electronic data repository; (b) receiving a plurality of documents (received documents) relating to the transaction from one or more parties of a plurality of parties remote from the repository and from each other and having a role in the transaction; (c) storing the received documents in electronic form in the repository; and (d) for each first remote party of the plurality of remote parties, defining a document set corresponding to the first remote party, wherein the document set includes one or more predetermined types of the received documents and wherein the first remote party defines a categorization of the one or more predetermined of the received document types within the document set corresponding to the first remote party, providing each first remote party access to said received documents that are within the document set corresponding to the first remote party, organized by the categorization defined by the first remote party, prohibiting any first remote party from modifying any first document of the received documents in, and from deleting the first document from, the repository while the first document is part of a document set of another remote party of the plurality of remote parties, maintaining a map that defines a correspondence between the categorization of the one or more predetermined types of the received documents within the document set corresponding to a first remote party and the categorization of the one or more predetermined types of the received documents within a document set corresponding to a second remote party of the plurality of remote parties, following the maintaining step and responsively to the first remote party, applying one or more received first documents included in the document set corresponding to the first remote party to the document set corresponding to the second remote party according to the map, and responsively to the second remote party, applying the one or more received first documents to a document set corresponding to a third remote party of the plurality of remote parties. - View Dependent Claims (41)
-
-
42. A computerized method of sharing documents relating to a mortgage transaction involving a plurality of parties having different roles in the transaction, the method comprising:
-
(a) providing an electronic data repository; (b) receiving a plurality of documents (received documents) relating to the mortgage transaction from one or more parties of a plurality of parties that are remote from the repository, are remote from each other and have a role in the mortgage transaction; (c) wherein each first remote party defines types of documents applicable to a document set corresponding to the first remote party; (d) storing the documents received at step (b) in electronic form in the repository; (e) applying each received document to one or more said document sets according to the document types defined at step (c); (f) prohibiting any first remote party from deleting any first received document from the repository while the first document is part of a document set of another remote party of the plurality of remote parties; (g) providing each first remote party access to said received documents that are within the document set corresponding to the first remote party; (h) responsively to the first remote party, applying one or more first documents in the document set corresponding to the first remote party to a document set corresponding to a second remote party of the plurality of remote parties; and (i) responsively to the second remote party, applying the one or more first documents to a document set corresponding to a third remote party of the plurality of remote parties.
-
-
43. A computer readable carrier including a computer program that causes a computer to manage and control access to documents at an electronic data repository used by a plurality of parties to a transaction, the computer program causing the computer to perform the steps of:
-
(a) receiving a plurality of documents (received documents) from one or more parties of a plurality of parties remote from the repository and from each other; (b) storing the received documents in the repository in an electronic format; (c) for each first remote party of the plurality of remote parties, providing the first remote party access to received documents within a document set corresponding to first the remote party, wherein said document set includes one or more predetermined types of said received documents, prohibiting the first remote party from modifying any first document of the received documents in the repository, and from deleting the first document from the repository, while the first document is part of a document set of another remote party of the plurality of remote parties, and permitting, responsively to the first remote party, a second remote party of the plurality of remote parties access, in a document set corresponding to the second remote party, to first documents that are in the document set corresponding to the first remote party, and thereafter permitting a third remote party of the plurality of remote parties access to the second documents responsively to the second remote party. - View Dependent Claims (44, 45, 46)
-
-
47. A computerized method of sharing documents relating to a mortgage transaction involving a plurality of parties having different roles in the transaction, the method comprising:
-
(a) providing an electronic data repository that is accessible by a plurality of parties that are remote from the repository, are remote from each other and have a role in the mortgage transaction; (b) receiving one or more documents relating to the mortgage transaction from one or more said remote parties; (c) storing the documents received at step (b) in electronic form in the repository; (d) permitting access to the received one or more documents by a first said remote party having a first role in the mortgage transaction; (e) prohibiting any said remote party from modifying any document in the repository received from a remote party at step (b) and to which access is permitted at step (d); and (f) responsively to the first remote party, permitting access by a second said remote party to one or more documents received from said first remote party at (b), wherein the second remote party has a second role in the mortgage transaction subsequent to the first role. - View Dependent Claims (48, 49, 50, 51, 52)
-
Specification