Tracking and notification of fulfillment events
First Claim
1. A document processing system that comprises:
- a document repository configured to store an electronically signed document that is identified by a unique document identifier, that is signed by at least one of a document recipient and a document originator, and that is associated with document metadata indicating a fulfillment status of the electronically signed document;
an interactivity module configured to automatically generate an incoming fulfillment notification in response to an incoming communication reporting a detected fulfillment of an obligation of at least one of the document recipient and the document originator, whereinthe obligation is set forth in the electronically signed document,the generated incoming fulfillment notification is stored in an audit data repository,the incoming fulfillment notification is generated after the document is electronically signed by at least one of the document recipient and the document originator, andthe incoming communication is identified as reporting the detected fulfillment based on receipt of at least one of (a) an email received at a particular email address, and (b) a text message received at a particular phone number;
a document status data structure that correlates the fulfillment status of the electronically signed document with the unique document identifier;
a document status module configured to modify the fulfillment status based on the incoming fulfillment notification; and
a notification module configured to automatically generate an outgoing fulfillment notification in response to modification of the fulfillment status and transmit the outgoing fulfillment notification to at least one of the document recipient and the document originator, wherein the outgoing fulfillment notification comprises a hyperlink that provides access to a secure viewing environment only upon verification of a submitted authentication credential.
2 Assignments
0 Petitions
Accused Products
Abstract
An electronic signature system is used to procure one or more electronic signatures on a document. The electronic signature system not only facilitates communication between the document originator and the document recipient, but it also tracks the document status through states such as sent, viewed, executed, and fulfilled. For example, at some point the electronic signature system may receive an incoming notification that an obligation set forth in the signed document has been fulfilled. This incoming fulfillment notification is recorded and the document status is updated accordingly. The electronic signature system can also be configured to generate outgoing fulfillment notifications to announce that an obligation associated with the signed document has been fulfilled. The various notifications and fulfillment events disclosed herein can be tracked so as to allow users to generate status reports that reveal the fulfillment status of a collection of documents administered by the electronic signature.
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Citations
19 Claims
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1. A document processing system that comprises:
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a document repository configured to store an electronically signed document that is identified by a unique document identifier, that is signed by at least one of a document recipient and a document originator, and that is associated with document metadata indicating a fulfillment status of the electronically signed document; an interactivity module configured to automatically generate an incoming fulfillment notification in response to an incoming communication reporting a detected fulfillment of an obligation of at least one of the document recipient and the document originator, wherein the obligation is set forth in the electronically signed document, the generated incoming fulfillment notification is stored in an audit data repository, the incoming fulfillment notification is generated after the document is electronically signed by at least one of the document recipient and the document originator, and the incoming communication is identified as reporting the detected fulfillment based on receipt of at least one of (a) an email received at a particular email address, and (b) a text message received at a particular phone number; a document status data structure that correlates the fulfillment status of the electronically signed document with the unique document identifier; a document status module configured to modify the fulfillment status based on the incoming fulfillment notification; and a notification module configured to automatically generate an outgoing fulfillment notification in response to modification of the fulfillment status and transmit the outgoing fulfillment notification to at least one of the document recipient and the document originator, wherein the outgoing fulfillment notification comprises a hyperlink that provides access to a secure viewing environment only upon verification of a submitted authentication credential. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A method for tracking fulfillment events, the method comprising:
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storing, in a document repository, an electronically signed document that is identified by a unique document identifier, and that is associated with document metadata indicating a fulfillment status of the electronically signed document; automatically generating an incoming fulfillment notification in response to an incoming communication reporting a detected fulfillment of an obligation of a first party, wherein the obligation is set forth in the electronically signed document, the generated incoming fulfillment notification is stored in an audit data repository, and the incoming communication is identified as reporting the detected fulfillment based on receipt of at least one of (a) an email received at a particular email address, and (b) a text message received at a particular phone number; correlating, in a document status data structure, the fulfillment status of the electronically signed document with the unique document identifier; modifying the fulfillment status based on the incoming fulfillment notification; automatically generating an outgoing fulfillment notification in response to modification of the fulfillment status, wherein the outgoing fulfillment notification comprises a hyperlink that provides access to a secure viewing environment only upon verification of a submitted authentication credential; and transmitting the outgoing fulfillment notification to a second party; wherein at least one of the first and second parties have signed the electronically signed document before the incoming fulfillment notification is generated. - View Dependent Claims (8, 9, 10, 11, 12, 13, 14, 15, 16)
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17. A computer program product encoded with instructions that, when executed by one or more processors, causes a document workflow process to be carried out, the process comprising:
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storing, in a document repository, an electronically signed document that is identified by a unique document identifier, and that is associated with document metadata indicating a fulfillment status of the electronically signed document; automatically generating an incoming fulfillment notification in response to an incoming communication reporting a detected fulfillment of an obligation of a first party, wherein the obligation is set forth in the electronically signed document, the generated incoming fulfillment notification is stored in an audit data repository, and the incoming communication is identified as reporting the detected fulfillment based on receipt of at least one of (a) an email received at a particular email address, and (b) a text message received at a particular phone number; correlating, in a document status data structure, the fulfillment status of the electronically signed document with the unique document identifier; modifying the fulfillment status based on the incoming fulfillment notification; automatically generating an outgoing fulfillment notification in response to modification of the fulfillment status, wherein the outgoing fulfillment notification comprises a hyperlink that provides access to a secure viewing environment only upon verification of a submitted authentication credential; and transmitting the outgoing fulfillment notification to a second party; wherein at least one of the first and second parties have signed the electronically signed document before the incoming fulfillment notification is generated. - View Dependent Claims (18, 19)
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Specification