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Document management system

  • US 8,660,876 B2
  • Filed: 09/23/2011
  • Issued: 02/25/2014
  • Est. Priority Date: 06/30/2003
  • Status: Active Grant
First Claim
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1. A computer assisted method of managing documents comprising:

  • storing a plurality of electronic documents, data related to said plurality of documents based on compliance status of the plurality of electronic documents, and a list of entities with data related to the entities, relationally linking the electronic documents to at least one entity from the list of entities;

    determining, by a computer, whether the entity meets a requirement by analyzing the documents linked to said entity, said data related to said plurality of documents, existence of said plurality of documents, and information related to said entity,wherein the determining comprises;

    dynamically selecting, by a user, types of the documents and types of said data related to said documents; and

    dynamically setting, by the user, filters for information to be displayed based on said selection of the type of the documents;

    displaying said at least one entity from the list of entities with at least one corresponding industry document from said documents based on said set filter; and

    selecting an entity from said list of entities based on said determination from the displayed at least one entity, andwherein the entity meets the requirement when the entity has documents required to meet compliance regulation, the documents are linked to the entity and the documents are valid.

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