Collaborative email with hierarchical signature authority

• US 9,886,428 B2
• Filed: 11/26/2013
• Issued: 02/06/2018
• Est. Priority Date: 08/07/2003
• Status: Expired due to Fees

• Current Assignee: PayPal, Inc. (PayPal Holdings, Inc.)
• Original Assignee: PayPal, Inc. (PayPal Holdings, Inc.)
• Inventors: Bhogal, Kulvir Singh, Kamper, Robert J.
• Primary Examiner(s): Murray, Daniel C
• Assistant Examiner(s): Belani, Kishin G
• Application Number:
  US14/090,486
• Publication Number:
  US 20140082113A1
• Time in Patent Office: 1,533 Days
• Field of Search: 709206
• CPC Class Codes: G06F 40/166 Editing, e.g. inserting or deleting
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/107 Computer-aided management of electronic mailing [e-mailing]
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: H04L 12/1827 Network arrangements for conference optimisation or adaptation
• CPC Class Codes: H04L 51/00 User-to-user messaging in packet-switching networks, transmitted according to store-and-forward or real-time protocols, e.g. e-mail
• CPC Class Codes: H04L 51/42 Mailbox-related aspects, e.g. synchronisation of mailboxes

Abstract

Writing a collaborative email document with hierarchical authorities including establishing a collaborative email document on an administrator'"'"'s computer, identifying one or more signatories for the document, identifying one or more collaborators who are authorized to view and edit the document, providing to the collaborators copies of the document for viewing and editing, where the collaborators'"'"' copies reside on collaborators'"'"' computers, updating the copies of the document on collaborators'"'"' computers with revisions from the collaborators, and sending the collaborative email document from the administrator'"'"'s computer to addressees when the document bears valid digital signatures from all signatories. Typical embodiments also include providing at least one user authority to delegate signature authority, establishing a hierarchy of delegation authority for signatures, establishing at least one authority delegation policy including at least one rule for automated delegation of signature authority among signatories and delegating signature authority from at least one signatory to another.

Claims

1. A method comprising:

generating a collaborative email document comprising metadata identifying collaborators and an administrator of the collaborative email document and an email body having editable email message text, wherein the collaborative email document identifies signatories to the collaborative email document;

providing editable copies to the collaborators of the collaborative email document for viewing and editing the editable email message text of the collaborative email document, wherein the editable copies reside on devices of the collaborators;

updating the editable copies of the collaborative email document on the devices of the collaborators with revisions of the editable email message text from the collaborators, wherein the updating the editable email message text occurs synchronously through an instant messaging protocol as the revisions are made, and wherein the instant messaging protocol is provided by a server generating the collaborative email document;

sending the collaborative email document with the revisions from a device of the administrator to an addressee in response to determining that the collaborative email document is digitally signed by each of the signatories; and

alerting the signatories to sign the collaborative email document through the instant messaging protocol.

2. The method of claim 1 further comprising:

providing authority to delegate signature authority to at least one user.

3. The method of claim 1 further comprising:

establishing a hierarchy of delegation authority for the signatories to the collaborative email document;

establishing at least one authority delegation policy comprising at least one rule for automated delegation of signature authority among the signatories in the hierarchy; and

delegating the signature authority from at least one signatory to another signatory in accordance with the at least one authority delegation policy.

4. The method of claim 3, wherein rules for an automated delegation of signature authority comprise:

a first rule that the signature authority of a first signatory having a first position in a hierarchy of delegation authority may be delegated to a second signatory having a second position in the hierarchy of delegation authority, wherein the second position is higher in the hierarchy than the first position;

a second rule that a first signatory having a first position in the hierarchy of delegation authority may digitally sign the collaborative email document only after a second signatory having a second position in the hierarchy of delegation authority has signed the collaborative email document, wherein the second position is higher in the hierarchy than the first position;

a third rule that the signature authority is to be delegated to a second signatory if the first signatory does not sign the collaborative email document within a specified period of time; and

a fourth rule that the signature authority may be delegated during a specified period of time.

5. The method of claim 1 further comprising:

establishing one or more authority delegation type parameters, wherein the authority delegation type parameters identify modes by which to delegate authority to digitally sign the collaborative email document;

assigning at least one authority delegation type parameter to the collaborative email document; and

delegating, from at least one signatory to another signatory in accordance with the assigned at least one authority delegation type parameter, the authority to digitally sign the collaborative email document.

6. The method of claim 5, wherein the modes by which to delegate authority to digitally sign the collaborative email document comprise:

a mode in which the authority to digitally sign the collaborative email document is delegated according to authority delegation policies;

a mode in which the authority to digitally sign the collaborative email document is delegated by an originator of the collaborative email document; and

a mode in which one or more of the collaborators are authorized to delegate the authority to digitally sign the collaborative email document to at least one signatory.

7. The method of claim 1 further comprising:

establishing time parameters for writing the collaborative email document;

providing alerts or reminders corresponding to the established time parameters;

identifying delegated backup collaborators; and

forwarding the editable copies of the collaborative email document to the delegated backup collaborators corresponding to the established time parameters.

8. The method of claim 1 further comprising:

providing, to at least one collaborator, authority to delegate for viewing and editing of the collaborative email document to at least one other collaborator.

9. The method of claim 1 further comprising:

identifying editable portions of the collaborative email document; and

specifying authority to view and edit one or more of the editable portions of the collaborative email document to only certain of the collaborators, wherein the authority to view and edit the one or more of the editable portions of the collaborative email document includes authority to delegate to another collaborator the authority to view and edit the one or more of the editable portions of the collaborative email document.

10. A system comprising:

a non-transitory memory storing collaborative email information comprising a collaborative email document; and

one or more hardware processors configured to execute instructions to cause the system to perform operations comprising;

generating a collaborative email document comprising metadata identifying collaborators and an administrator of the collaborative email document and an email body having editable email message text, wherein the collaborative email document identifies signatories to the collaborative email document;

providing editable copies to the collaborators of the collaborative email document for viewing and editing the editable email message text of the collaborative email document, wherein the editable copies reside on devices of the collaborators;

updating the editable copies of the collaborative email document on the devices of the collaborators with revisions of the editable email message text from the collaborators, wherein the updating the editable email message text occurs synchronously through an instant messaging protocol as the revisions are made, and wherein the instant messaging protocol is associated with a server that generates the collaborative email document;

sending the collaborative email document with the revisions from a device of the administrator to an addressee in response to determining that the collaborative email document is digitally signed by each of the signatories; and

alerting the signatories to sign the collaborative email document through the instant messaging protocol.

11. The system of claim 10, wherein the operations further comprise:

providing authority to delegate signature authority to at least one user.

12. The system of claim 10, wherein the operations further comprise:

establishing a hierarchy of delegation authority for the signatories to the collaborative email document;

establishing at least one authority delegation policy comprising at least one rule for automated delegation of signature authority among the signatories in the hierarchy; and

delegating the signature authority from at least one signatory to another signatory in accordance with the at least one authority delegation policy.

13. The system of claim 12, wherein rules for an automated delegation of signature authority comprise:

a first rule that the signature authority of a first signatory having a first position in a hierarchy of delegation authority may be delegated to a second signatory having a second position in the hierarchy of delegation authority, wherein the second position is higher in the hierarchy than the first position;

a second rule that a first signatory having a first position in the hierarchy of delegation authority may digitally sign the collaborative email document only after a second signatory having a second position in the hierarchy of delegation authority has signed the collaborative email document, wherein the second position is higher in the hierarchy than the first position;

a third rule that the signature authority is to be delegated to a second signatory if the first signatory does not sign the collaborative email document within a specified period of time; and

a fourth rule that the signature authority may be delegated during a specified period of time.

14. The system of claim 10, wherein the operations further comprise:

establishing one or more authority delegation type parameters, wherein the authority delegation type parameters identify modes by which to delegate authority to digitally sign the collaborative email document;

assigning at least one authority delegation type parameter to the collaborative email document; and

delegating, from at least one signatory to another signatory in accordance with the assigned at least one authority delegation type parameter, the authority to digitally sign the collaborative email document.

15. The system of claim 14, wherein the modes by which to delegate authority to digitally sign the collaborative email document comprise:

a mode in which the authority to digitally sign the collaborative email document is delegated according to authority delegation policies;

a mode in which the authority to digitally sign the collaborative email document is delegated by an originator of the collaborative email document; and

a mode in which one or more of the collaborators are authorized to delegate the authority to digitally sign the collaborative email document to at least one signatory.

16. The system of claim 10, wherein the operations further comprise:

establishing time parameters for writing the collaborative email document;

providing alerts or reminders corresponding to the established time parameters;

identifying delegated backup collaborators; and

forwarding the editable copies of the collaborative email document to the delegated backup collaborators corresponding to the established time parameters.

17. The system of claim 10, wherein the operations further comprise:

identifying editable portions of the collaborative email document; and

specifying authority to view and edit one or more of the editable portions of the collaborative email document to only certain of the collaborators;

wherein the authority to view and edit the one or more of the editable portions of the collaborative email document includes authority to delegate to another collaborator the authority to view and edit the one or more of the editable portions of the collaborative email document.

18. A non-transitory machine-readable medium having stored thereon machine-readable instructions executable to cause a machine to perform operations comprising:

generating a collaborative email document comprising metadata identifying collaborators and an administrator of the collaborative email document and an email body having editable email message text, wherein the collaborative email document identifies signatories to the collaborative email document;

providing authority to delegate signature authority to at least one user;

providing editable copies to the collaborators of the collaborative email document for viewing and editing the editable email message text of the collaborative email document, wherein the editable copies reside on devices of the collaborators;

updating the editable copies of the collaborative email document on the devices of the collaborators with revisions of the editable email message text from the collaborators, wherein the updating the editable email message text occurs synchronously through an instant messaging protocol as the revisions are made, and wherein the instant messaging protocol is used by a server that generates the collaborative email document;

sending the collaborative email document with the revisions from a device of the administrator to an addressee in response to determining that the collaborative email document is digitally signed by each of the signatories; and

alerting the signatories to sign the collaborative email document through the instant messaging protocol.