Document management system
First Claim
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.
1 Assignment
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Accused Products
Abstract
The method, system and a computer program and a computer product for managing workers and documents is provided. The method includes storing industry representations and a list of workers with data related to the workers, linking the industry representations to the workers and selecting at least one worker from based on the industry representations for that worker. The method also includes scheduling workers to a job based on whether they have all of the required industry representations. In addition, the method includes uploading industry representations and bar code scanning industry representations into the database. The method further includes dispatching said industry representations to other users and automatically mapping fields of the dispatched data in the destination database. In addition, the method includes selectively encrypting only sensitive fields in data transmission between two entities.
56 Citations
23 Claims
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1. A computer assisted method of managing documents comprising:
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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, and wherein 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. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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12. A computer system adapted to manage documents, comprising:
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a processor, and a memory including software instruction adapted to enable the computer system to perform the operations of; 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 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, and wherein 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. - View Dependent Claims (13, 14, 15, 16, 17, 18, 19, 20, 21, 22)
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23. A non-transitory computer readable medium storing instructions, which when executed by a computer, cause the computer to perform operations comprising:
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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, and wherein 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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Specification