Life-cycle management engine
First Claim
1. A computerized method for managing electronic records, comprising:
- receiving over a network a record identifier uniquely associated with a record managed by an application program to manage life cycle states of the record, wherein profile data is associated with the record;
filing the received record identifier within a file plan node of a file plan in accordance with the associated profile data, wherein the file plan node has an associated retention rule;
determining life cycle states for the managed records from the retention rules; and
transmitting life cycle instructions over the network requesting the application program transition the managed records to the determined life cycle states.
2 Assignments
0 Petitions
Accused Products
Abstract
A records manager manages life cycle phases of records managed by a host application program. The records manager is in communication with the host application program over a network and includes a file plan database, a record management engine and an application program interface. The file plan database includes at least one file plan object, with each file plan object having a life cycle rule. The record management engine is configured to manage life cycle states of the record. The application program interface is in communication with the record management engine and is configured to transmit to the host application program over the network indications of changes in the life cycle phases.
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Citations
54 Claims
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1. A computerized method for managing electronic records, comprising:
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receiving over a network a record identifier uniquely associated with a record managed by an application program to manage life cycle states of the record, wherein profile data is associated with the record; filing the received record identifier within a file plan node of a file plan in accordance with the associated profile data, wherein the file plan node has an associated retention rule; determining life cycle states for the managed records from the retention rules; and transmitting life cycle instructions over the network requesting the application program transition the managed records to the determined life cycle states. - View Dependent Claims (2, 3, 4, 5, 6)
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7. An electronic record management engine implemented in a computer system for facilitating life cycle management of records managed by an application program, wherein the record management engine communicates with the application program over a network, wherein the record management engine is configured to perform operations, the operations comprising:
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receiving over the network a record identifier associated with a record managed by the application program, wherein profile data is associated with the record; filing the received record identifier within a file plan node of a file plan in accordance with the associated profile data, wherein the file plan node has an associated life cycle rule; determining life cycle states for the managed records from the life cycle rules; and transmitting life cycle instructions over the network requesting the application program transition the managed records to the determined life cycle states. - View Dependent Claims (8, 9, 10, 11, 12)
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13. A records manager implemented in a computer system for managing life cycle phases of records managed by a host application program, the record manager being in communication with the host application program over a network and comprising:
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a file plan database including at least one file plan object, each said file plan object having a life cycle rule; a record management engine configured to perform operations, the operations comprising; filing record identifiers within the file plan objects in accordance with profile data received over the network and being associated with the records; and tracking changes in life cycle phases for the records from the life cycle rules; and an applications program interface in communication with the record management engine, the applications program interface being configured to transmit to the host application program over the network indications of the changes in the life cycle phases. - View Dependent Claims (14, 15, 16, 17, 18, 19, 20, 21)
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22. A computer-based records management engine for managing life cycle phases of records managed by a host application program, the record manager being configured to communicate with the host application program over a network and to communicate with a file plan database, comprising:
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a database interface for accessing the file plan database, the file plan database including at least one file plan node, each said file plan node including a life cycle retention rule governing life cycle phase changes of an object associated with the file plan node; filing code in communication with the database interface for filing record identifiers within respective ones of the file plan nodes in accordance with respective profiles for the records, the profiles being received over the network; determining code in communication with the database interface for tracking changes in the life cycle phases for the records from the life cycle rules; and an applications program interface in communication with the filing code and the determining code and being configured to transmit to the host application program over the network indications of the changes in the life cycle phases. - View Dependent Claims (23, 24, 25, 26)
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27. A computer-based management engine for managing life cycle phases of electronic records managed by a host application program, the management engine being configured to communicate with the host application program over a network and to communicate with a file plan database, comprising:
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an interface for accessing the file plan database, the file plan database including at least one file plan node, each said file plan node including a life cycle retention rule governing life cycle phase changes of an object associated with the file plan node; filing code in communication with the interface for filing record identifiers within respective ones of the file plan nodes in accordance with respective profiles of the electronic records, the filing code being configured to receive the profiles over the network from the application program; and determining code in communication with the interface for transitioning the managed records between different ones of the life cycle phases from the respective life cycle rules. - View Dependent Claims (28, 29, 30, 31)
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32. A computer-readable medium carrying processing instructions for a computer in communication with an application program over a network, the processing instructions causing the computer to perform operations comprising:
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receiving over the network a record identifier uniquely associated with a record managed by the application program, the record identifier including profile data for the associated record; filing the received record identifier within a file plan node of a file plan in accordance with the associated profile data, each said file plan node having an associated life cycle rule;
determining life cycle states for the managed records from the life cycle rules; andproviding life cycle instructions over the network to the application program requesting the application program transition the managed records to the respective life cycle states.
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33. A computer-readable medium carrying processing instructions for a computer in communication with an application program over a network, the processing instructions defining in the computer:
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receiving code for receiving over the network a record identifier associated with a record managed by the application program, the record identifier including profile data for the associated record; filing code for filing the received record identifier within a file plan node of a file plan in accordance with the associated profile data, each said file plan node having an associated life cycle rule; determining code for determining life cycle states for the managed records from the life cycle rules; and providing code for providing life cycle instructions over the network to the application program requesting the application program transition the managed records to the respective life cycle states.
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34. A computer-readable medium carrying processing instructions for a computer in communication with an application program over a network and in communication with a file plan database, the processing instructions defining in the computer:
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a database interface for accessing the file plan database, the file plan database including at least one file plan node, each said file plan node including a life cycle retention rule governing life cycle phase changes of an object associated with the file plan node; filing code in communication with the database interface for filing record identifiers within respective ones of the file plan nodes in accordance with respective profiles for the records, the profiles being received over the network; determining code in communication with the database interface for tracking changes in the life cycle phases for the records from the life cycle rules; and an applications program interface in communication with the filing means and the determining code and being configured to transmit to the application program over the network indications of the changes in the life cycle phases.
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35. A computer-readable medium carrying processing instructions for a computer in communication with an application program over a network and in communication with a file plan database, the processing instructions defining in the computer:
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an interface for accessing the file plan database, the file plan database including at least one file plan node, each said file plan node including a life cycle retention rule governing life cycle phase changes of an object associated with the file plan node; filing code in communication with the interface for filing record identifiers within respective ones of the file plan nodes in accordance with respective profiles of electronic records, the filing code being configured to receive the profiles over the network from the application program; and determining code in communication with the interface for transitioning the managed records between different ones of the life cycle phases from the respective life cycle rules.
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36. A computerized method for managing electronic records, comprising:
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defining a file plan within a file plan database, the file plan specifying at least one file plan node, each said file plan node including a life cycle retention rule; receiving over a network a record identifier uniquely associated with a record managed by an application program to manage life cycle states of the record, wherein profile data is associated with the record; filing the received record identifier within the at least one file plan node of the file plan database in accordance with the associated profile data; determining life cycle states for the managed records from the retention rule; and transmitting life cycle instructions over the network requesting the application program transition the managed records to the determined life cycle states. - View Dependent Claims (37, 38, 39, 40, 41)
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42. A computer-readable medium carrying processing instructions for a computer in communication with an application program over a network and in communication with a file plan database, wherein the processing instructions cause the computer to perform operations comprising:
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defining a file plan within the file plan database, the file plan specifying at least one file plan node, each said file plan node including a life cycle retention rule; receiving over the network a record identifier uniquely associated with a record managed by the application program, the record identifier including profile data for the associated record; filing the received record identifier within the at least one file plan node of the file plan database in accordance with the associated profile data; determining life cycle states for the managed records from the life cycle retention rules; and providing life cycle instructions over the network to the application program requesting the application program transition the managed records to the respective life cycle states. - View Dependent Claims (43, 44, 45)
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46. A computer-based management engine for managing life cycle phases of electronic records managed by a host application program, the management engine being configured to communicate with the host application program over a network, wherein the management engine performs operations, wherein the operations comprise:
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defining a file plan within a file plan database, the file plan including at least one file plan node, each said file plan node including a life cycle retention rule governing life cycle phase changes of an object associated with the file plan node; communicating with the file plan database for filing record identifiers within respective ones of the file plan nodes in accordance with respective profiles of the electronic records, wherein the profiles are received over the network from the application program; and communicating with the file plan database to determine from the life cycle rules transitions for the managed records between different life cycle phases. - View Dependent Claims (47, 48, 49, 50)
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51. A computer-readable medium carrying processing instructions for a computer in communication with an application program over a network and in communication with a file plan database, wherein the processing instructions cause the computer to perform operations, the operations comprising:
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defining a file plan within the file plan database, the file plan including at least one file plan node, each said file plan node including a life cycle retention rule governing life cycle phase changes of an object associated with the file plan node; communicating with the file plan database to file record identifiers within respective ones of the file plan nodes in accordance with respective profiles of electronic records, wherein the profiles are received over the network from the application program; and communicating with the file plan database for transitioning the managed records between different ones of the life cycle phases from the respective life cycle rules.
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52. A computerized method of defining a file plan in a file plan database, comprising:
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defining at least one view of a file plan in the file plan database, wherein the file plan is used to categorize electronic records; defining file plan components of the file plan; defining at least one attribute for at least one of the file plan components; and defining at least one relationship between components of the file plan.
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53. A computer-readable medium carrying processing instructions for a computer, the processing instructions causing the computer to perform operations, the operations comprising:
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defining at least one view of a file plan in a file plan database, wherein the file plan is used to categorize electronic records; defining file plan components of the file plan; defining at least one attribute for at least one of the file plan components; and defining at least one relationship between components of the file plan.
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54. A computer-readable medium carrying processing instructions for a computer, the processing instructions defining in the computer:
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file plan view defining code for defining at least one view of a file plan in a file plan database, wherein the file plan is used to categorize electronic records; a file plan component defining code for defining at least one file plan component of the file plan; a file plan component attribute defining code for defining at least one attribute of the at least one file plan component; and a file plan component relationship defining code for defining the relationship between components of the file plan.
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Specification