Electronic document management and delivery

• US 9,373,002 B2
• Filed: 06/17/2010
• Issued: 06/21/2016
• Est. Priority Date: 04/12/2007
• Status: Active Grant

• Current Assignee: Parchment Inc.
• Original Assignee: Parchment Inc.
• Inventors: Johnson, Jay A., Johnston, Mark R., Hyman, Ronald M., Kaschmitter, Chris M.
• Primary Examiner(s): Patel, Nirav B
• Application Number:
  US12/817,702
• Publication Number:
  US 20100257367A1
• Time in Patent Office: 2,196 Days
• Field of Search: 726/1, 726 26- 30, 726/2, 713193-194, 713/175, 713/156, 713/150, 707/609, 707/661, 707/665, 707/694, 707/705
• US Class Current: 1/1
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 21/6218 to a system of files or objects, e.g. local or distributed file system or database
• CPC Class Codes: G06F 21/645 using a third party
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/04 Billing or invoicing
• CPC Class Codes: G06Q 30/0613 Third-party assisted

Abstract

In one embodiment, system to manage and delivery electronic documents is disclosed.

Claims

1. A system to generate and manage certifiable electronic documents, comprising:

a document ordering module configured to generate an order record including elements from a document order input to the document ordering module for at least one document, wherein the order record includes a unique organization identifier;

a database, cooperating with a CPU and memory, to receive from the document ordering module at least a portion of the order record generated by the document ordering module;

a messaging framework coupling the document ordering module and the database;

a document generation service module coupled to the messaging framework and comprising logic to retrieve at least a portion of the order record from the database, receive a requestor identifier, and generate a new portable electronic document for the at least one document from data retrieved from one or more of a plurality of separate, third party systems based on the document order and the requestor identifier, and further comprising logic to pass the generated portable electronic document to the messaging framework, wherein the generated portable electronic document includes information associated with the requestor identifier and a digital certification associated with one or more third parties based on the unique organization identifier received at the document ordering module;

a secure portal configured to provide one or more recipient parties the generated portable electronic document; and

a document authentication service module comprising logic to apply the digital certification to the generated portable electronic document prior to passing the generated portable electronic document to the messaging framework and prior to delivery of the generated portable electronic document via a document delivery module.

2. The system of claim 1, wherein the document generation service module comprises logic to generate a response to the messaging framework, and wherein the response indicates a source of a document request.

3. The system of claim 1 further comprising:

a document delivery service module comprising logic to receive an input message from the messaging framework, wherein the input message comprises a message type object specifying;

an order record(s) for retrieval;

a document filename for the electronic document;

an authentication process to authenticate an access request of an individual user; and

one or more secure document delivery options to the individual user.

4. The system of claim 3, wherein the database comprises at least one standardized order record which describes aspects of a specific document request.

5. The system of claim 4, wherein at least a portion of the order record generated by the document ordering module is input directly to the messaging framework, and wherein the messaging framework retrieves portions of the standardized order record from the database.

6. The system of claim 3, wherein the document generation service module comprises a document retrieval module to retrieve existing records from a client data center.

7. The system of claim 3, wherein the document generation service module comprises logic to generate a response to the messaging framework, and wherein the response indicates a source of a document request.

8. The system of claim 3, further comprising a document rights service module comprising logic to enable users to assign access and security policies to the generated portable electronic document prior to passing the generated portable electronic document to the messaging framework and following delivery of the generated portable electronic document via the document delivery service module.

9. The system of claim 8, wherein the document rights service module comprises logic to:

receive an input data message from the messaging framework, wherein the input data message comprises the generated portable electronic document and a message type object comprising data elements specifying one or more security parameters and one or more authentication parameters.

10. The system of claim 9, further comprising logic to apply a digital certificate to the generated portable electronic document.

11. The system of claim 3, wherein the document delivery service module further comprises logic to return the generated portable electronic document to the messaging framework.

12. The system of claim 3, further comprising a portal service to allow a user to manually submit a document to the messaging framework.

13. The system of claim 3, wherein the messaging framework comprises logic to:

receive a message from an external system; and

retrieve at least one order record from the database using a data record in the message.

14. The system of claim 12, wherein the digital certification includes a graphic.

15. The system of claim 3, wherein the messaging framework enables the system to be implemented in a plurality of configurations.

16. The system of claim 3, wherein the document delivery service module further comprises logic to:

retrieve a record order;

generate a document filename for the generated portable electronic document; and

deliver the generated portable electronic document to an electronic mail address.

17. The system of claim 16, wherein the document delivery service module implements an authentication process to authenticate an access request.

18. The system of claim 17, wherein the messaging framework enables the system to be implemented in a plurality of configurations.

19. The system of claim 1, wherein the generated portable electronic document is one of a transcript, a medical record, and a financial document.

20. The system of claim 1, wherein the third party systems are one of a university, a healthcare provider, and a financial services provider.

21. A machine to assemble an authenticable, secure electronic document, the machine comprising:

a document ordering module configured to generate an order record placed by a student, the order record including elements from an order input to the document ordering module for one or more student transcripts, wherein the order record includes a unique organization identifier;

storage configured to store data content associated with the order placed by the student, the data content representing the one or more student transcripts;

a messaging framework configured to securely provide to the machine, a digital certification associated with a third party based on the unique organization identifier included with the order record, the digital certification associated with the one or more student transcripts by a CPU in the machine; and

storage configured to store one or more of graphics and watermarks,

wherein;

at least the data content and digital certification is received at the machine, with the cooperation of the messaging framework between a data center associated with the third party, a document generation module configured to retrieve at least a portion of the order record from the storage configured to store the data content associated with the order placed by the student, receive a requestor identifier associated with the student, and assemble the one or more student transcripts for a recipient party from data retrieved from one or more of a plurality of separate, third party systems based on the document order and the requestor identifier associated with the student, and a document authentication service module configured to apply the digital certification to the one or more student transcripts prior to providing the one or more student transcripts to the recipient party.

22. The machine of claim 21, further comprising one or more policies that control how the one or more student transcripts can be used upon distribution.