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    • 1. 发明授权
    • System and method of providing electronic access to one or more documents
    • 提供对一个或多个文件的电子访问的系统和方法
    • US07818307B1
    • 2010-10-19
    • US11044145
    • 2005-01-27
    • Rita Marie YoungDarrin Keith WylieDale Alan Wagner-KrankelDwayne Lamarr Bess
    • Rita Marie YoungDarrin Keith WylieDale Alan Wagner-KrankelDwayne Lamarr Bess
    • G06F7/00
    • G06F17/30011G06F21/6218
    • The present invention provides a system and method of providing electronic access to one or more documents. In one embodiment, a storage device retains eligibility information relating to each document. Eligibility information provides the system with information such as the document type, the applicable line of business, governmental regulations, time sensitive information, and security requirements. If a given document is determined to be eligible, the processing unit of the present invention retrieves one or more preference instructions provided by the customer. The preference instructions are reviewed to confirm 1) whether the customer has authorized electronic access to a given document and 2) the mode of electronic transmission favored by the customer. In one embodiment, the present invention is connected to a computer network such that the customer may be provided electronic access to his or her documents through a web interface.
    • 本发明提供了一种提供对一个或多个文档的电子访问的系统和方法。 在一个实施例中,存储设备保留与每个文档相关的资格信息。 资格信息为系统提供文件类型,适用的业务线,政府法规,时间敏感信息和安全要求等信息。 如果给定的文档被确定为符合条件,则本发明的处理单元检索由客户提供的一个或多个偏好指令。 审查偏好指示以确认1)客户是否授权电子访问给定文档,以及2)客户偏爱的电子传输模式。 在一个实施例中,本发明连接到计算机网络,使得可以通过web界面向客户提供对他或她的文档的电子访问。
    • 2. 发明授权
    • Systems and methods for document management
    • 文件管理的系统和方法
    • US08620815B1
    • 2013-12-31
    • US12488023
    • 2009-06-19
    • Dale Alan Wagner-KrankelWayne Maurice Hartman
    • Dale Alan Wagner-KrankelWayne Maurice Hartman
    • G06F21/00G06F7/00
    • G06F21/6209G06Q10/10
    • A user retains access to a document previously generated or received by an institution system and stored in encrypted form in storage of the institution system or another entity associated with the institution system. However, the institution system does not have access to the document (in readable form) after an expiration of an amount of time. The document is encrypted in such a manner that only the user can decrypt the document, but the institution system cannot decrypt it. In this manner, the institution system may meet business or regulatory requirements or policies directed to discarding (i.e., purging) the document after a predetermined amount of time, but can still provide secure storage of the document in encrypted form to the user independent of the business or regulatory requirements or policies that mandate purging the document.
    • 用户保留对机构系统以前生成或接收的文档的访问权限,并以加密的形式存储在机构系统或与机构系统相关联的另一个实体的存储中。 但是,机构系统在一段时间到期后无法访问该文档(以可读的形式)。 该文档被加密,使得只有用户可以解密文档,但机构系统不能对其进行解密。 以这种方式,机构系统可以在预定的时间量之后满足针对丢弃(即,清除)文档的商业或法规要求或策略,但是仍然可以将文档以加密形式安全地存储给用户,而不依赖于 业务或监管要求或政策,要求清除文件。
    • 4. 发明授权
    • Systems and methods for online document sign-up
    • 在线文件注册的系统和方法
    • US08856639B1
    • 2014-10-07
    • US11782568
    • 2007-07-24
    • Evgenia Voskresenskaya StrudellViktor Darrell DaneliusDale Alan Wagner-KrankelBryan HallKevin Kenneth Fiedler
    • Evgenia Voskresenskaya StrudellViktor Darrell DaneliusDale Alan Wagner-KrankelBryan HallKevin Kenneth Fiedler
    • G06F17/21
    • G06Q10/00G06Q40/00
    • Systems and methods for managing documents are described. A system comprises one or more modules to present controls that reflect a hierarchy of documents available for online delivery, receive an indication of selected controls, and manage online document delivery (ODD) using the indication. A system for presenting a single-page ODD sign-up, comprises one or more modules to identify a user of an online system, determine a financial account associated with the user, and present a hierarchical control, including the financial account, in the single page to the user. A system comprises one or more modules to receive, from a support representative, a user's preference associated with ODD; receive, from an online interface, an indication that the user accepts an agreement associated with ODD; and manage ODD using the indicia reflecting the user's preference after the indication that the user agreed to the agreement has been received. Other embodiments are described.
    • 描述用于管理文档的系统和方法。 系统包括一个或多个模块以呈现反映可用于在线传送的文档层级的控件,接收所选控件的指示,以及使用该指示来管理在线文档传送(ODD)。 用于呈现单页ODD注册的系统包括用于标识在线系统的用户的一个或多个模块,确定与用户相关联的金融账户,并且在单个表单中呈现包括该金融账户的分级控制 页面给用户。 系统包括一个或多个模块,用于从支持代表接收与ODD相关联的用户偏好; 从在线界面接收用户接受与ODD相关的协议的指示; 并且在收到用户同意协议的指示之后,使用反映用户偏好的标记来管理ODD。 描述其他实施例。