Document imaging and management system for paperless workflow
AssigneeExecutive Data Systems, Inc.
InventorsJohn Duncan, Carl Williams, Ramon Caudet
Life of this patent
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Abstract
A document imaging and management system, including a device for imaging at least one document having at least one computer-readable identifier, a database including a plurality of rules for managing documents and tasks, a processor, software executing on the processor for reading the computer-readable identifier, software executing on the processor for routing the imaged document based on the identifier, and software executing on the processor for determining a task associated with the document based on the identifier and at least one of the plurality of rules.
Claims36
A document imaging and management system, comprising:
- a device for imaging at least one document;
- a database including a plurality of rules for managing documents and tasks;
- at least one processor;
- software executing on said at least one processor for creating and storing a document profile unique to a particular document and creating a document key unique to the document before the document is imaged, wherein the document profile includes the document key unique to the document and routing instructions for the document, and wherein the document or a coversheet of the document includes at least one computer readable identifier indicative of the document key;
- software executing on said at least one processor for reading the computer-readable identifier from the document and matching the imaged document to the stored document profile based on the document key;
- software executing on said at least one processor for routing the imaged document based on the stored document profile;
- and
- software executing on said at least one processor for determining at least one task associated with the document based on the stored document profile and at least one of the plurality of rules.
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The system according to claim 33, further comprising:
- error detection software executing on said processor for determining whether the at least one document has been routed and generating a notification, wherein said error detection software tracks each of the pending document keys to determine if and when a document is received by the system that corresponds to each pending document key.
A method for imaging and managing documents, comprising the steps of:
- creating a document profile associated with a document before the document is imaged, the document profile unique to the document and including at least a document key unique to the document;
- storing the document profile and the document key unique to the document before the document is imaged;
- printing a coversheet including a computer-readable identifier thereon before the document is imaged, wherein the at least one computer readable identifier is indicative of the document key;
- imaging the document and the printed coversheet, at least one of the document and the coversheet including the at least one computer-readable identifier thereon;
- interpreting the identifier to match the document to the stored document profile based on the document key.
The method according to claim 36, further comprising the step of:
- reporting the at least one task to one or more clients.
The method according to claim 36, further comprising the step of:
- reporting the at least one task as complete.
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The method according to claim 36, further comprising the steps of:
- generating a task document, different from the imaged document, according to the at least one task;
- and
- storing the task document in a location defined by a document profile unique to the task document.
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A method for imaging and managing documents, comprising the steps of:
- generating a matter profile;
- generating one or more tasks for the matter profile based on at least one rule;
- generating a document profile unique to a particular document and associated with the matter profile, the document profile including a document key unique to the document and routing instructions for the document;
- storing the document profile;
- generating a coversheet with at least one computer-readable identifier indicative of the document profile on the coversheet;
- receiving and imaging the document and the coversheet including the computer-readable identifier;
- reading and interpreting the identifier to match the document to the stored document profile unique to the document based on the document key;
- identifying at least one of the one or more tasks associated with the document based on the stored document profile;
- and
- routing the document based on the stored document profile.
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A document imaging and management system, comprising:
- at least one processor;
- a database including a plurality of document profiles, each document profile unique to one document and including a document key unique to the one document and routing instructions for the one document;
- software executing on said at least one processor for creating a document profile including a document key for a document before the document is imaged and storing the document profile in the database;
- software executing on said at least one processor for generating a coversheet including at least one computer-readable indicia on the coversheet indicative of the document key;
- a device for imaging the coversheet together with the document;
- software executing on said at least one processor for reading the computer-readable indicia on the coversheet and matching the document to the stored document profile unique to the document based on the document key;
- and
- software executing on said at least one processor for routing the imaged document based on the stored document profile.
Dependencies are inferred from the claim text.