Apparatus, method and article to manage electronic or digital documents in a networked environment

• US 9,063,932 B2
• Filed: 12/18/2009
• Issued: 06/23/2015
• Est. Priority Date: 12/18/2009
• Status: Active Grant

• Current Assignee: Vertafore Incorporated
• Original Assignee: Vertafore Incorporated
• Inventors: Bryant, Victor, Poluektov, Igor
• Primary Examiner(s): Trujillo, James
• Assistant Examiner(s): MUELLER, KURT A
• Application Number:
  US12/641,843
• Publication Number:
  US 20110153560A1
• Time in Patent Office: 2,013 Days
• Field of Search: 707/623
• US Class Current: 1/1
• CPC Class Codes: G06F 16/182 Distributed file systems
• CPC Class Codes: G06F 16/93 Document management systems

Abstract

Systems and methods of electronic or digital document management allow satellite offices, sites or facilities to replicate some documents in a shared or common electronic document repository, while storing other documents only locally, while allowing document management functions seamlessly across an enterprise independent of whether the electronic or digital documents or files are replicated to a shared or common repository, for instance a central electronic or digital document repository.

Claims

1. A method of managing electronic documents shared across networked satellite nodes remotely located from one another, the method comprising:

storing a first plurality of electronic documents in a common electronic document repository, wherein the first plurality of electronic documents includes electronic documents owned by at least two different owners remotely located from one another;

storing ownership information at a master node for the first plurality of electronic documents stored in the common electronic document repository, wherein the ownership information indicates that at least one of the electronic documents of the first plurality of electronic documents is owned by a first owner of the at least two different owners and at least one of the electronic documents of the first plurality of electronic documents is owned by a second owner of the at least two different owners, the second owner different from and remotely located with respect to the first owner; and

storing ownership information at the master node for a second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository, wherein the second plurality of electronic documents are not stored in the common electronic document repository, and

wherein the ownership information stored at the master node for the first and the second plurality of electronic documents indicates for each electronic document a logical entity that has authority to authorize changes to the respective electronic document.

2. The method of claim 1 wherein storing ownership information at the master node for a second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository includes storing ownership information at the master node for the second plurality of electronic documents which are locally stored by a first and at least a second satellite node at a first and at least a second location, respectively, the first and the at least second locations located remotely from one another.

3. The method of claim 1, further comprising:

storing ownership information at the master node for a third plurality of electronic documents which are locally stored by the master node separately from the common electronic document repository.

4. The method of claim 1, further comprising:

receiving a request at the master node for a specific electronic document from a first satellite node;

determining a location of the requested specific electronic document; and

providing the first satellite node with a copy of the specific electronic document that is stored locally by a second satellite node remote from the first satellite node and remote from the common electronic document repository.

5. The method of claim 1 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating a number of electronic documents from the networked satellite nodes to the common electronic document repository, and wherein the second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository are stored without replication to the common electronic document repository.

6. The method of claim 1 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating at least one change to at least one of the electronic documents from at least one of the networked satellite nodes to the common electronic document repository, and wherein the second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository are stored without replication to the common electronic document repository.

7. The method of claim 6, further comprising:

determining that an author of the at least one change is at least one of an owner of the changed electronic document or an authorized entity that has been authorized by the owner of the changed electronic document before replicating the at least one change.

8. A method of managing electronic documents shared across networked satellite nodes remotely located from one another, the method comprising:

storing a first plurality of electronic documents in a common electronic document repository, wherein the first plurality of electronic documents includes electronic documents owned by at least two different owners remotely located from one another;

storing ownership information at a master node for the first plurality of electronic documents stored in the common electronic document repository, wherein the ownership information indicates that at least one of the electronic documents of the first plurality of electronic documents is owned by a first owner of the at least two different owners and at least one of the electronic documents of the first plurality of electronic documents is owned by a second owner of the at least two different owners, the second owner different from and remotely located with respect to the first owner;

storing ownership information at the master node for a second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository, wherein the ownership information stored at the master node for the first and the second plurality of electronic documents indicates for each electronic document a logical entity that has authority to authorize changes to the respective electronic document; and

providing at least one satellite node with access to at least one electronic document that is stored locally by another satellite node.

9. The method of claim 8 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating a number of electronic documents from the networked satellite nodes to the common electronic document repository.

10. The method of claim 8 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating at least one change to at least one of the electronic documents from at least one of the networked satellite nodes to the common electronic document repository.

11. The method of claim 10, further comprising:

determining that an author of the at least one change is at least one of an owner of the changed electronic document or an authorized entity that has been authorized by the owner of the changed electronic document before replicating the at least one change.

12. A method of managing electronic documents shared across networked satellite nodes remotely located from one another, the method comprising:

storing a first plurality of electronic documents in a common electronic document repository, wherein the first plurality of electronic documents includes electronic documents owned by at least two different owners remotely located from one another;

storing ownership information at a master node for the first plurality of electronic documents stored in the common electronic document repository, wherein the ownership information indicates that at least one of the electronic documents of the first plurality of electronic documents is owned by a first owner of the at least two different owners and at least one of the electronic documents of the first plurality of electronic documents is owned by a second owner of the at least two different owners, the second owner different from and remotely located with respect to the first owner;

storing ownership information at the master node for a second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository, wherein the ownership information stored at the master node for the first and the second plurality of electronic documents indicates for each electronic document a logical entity that has authority to authorize changes to the respective electronic document;

receiving a request at the master node for a specific electronic document from a first satellite node;

determining a location of the requested specific electronic document; and

providing the first satellite node with access to the specific electronic document that is stored locally by a second satellite node remote from the first satellite node and remote from the common electronic document repository.

13. The method of claim 12 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating a number of electronic documents from the networked satellite nodes to the common electronic document repository.

14. The method of claim 12 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating at least one change to at least one of the electronic documents from at least one of the networked satellite nodes to the common electronic document repository.

15. The method of claim 14, further comprising:

determining that an author of the at least one change is at least one of an owner of the changed electronic document or an authorized entity that has been authorized by the owner of the changed electronic document before replicating the at least one change.