Provider relationship management system that facilitates interaction between an individual and organizations

A system for delivering an electronic document to an individual and perform an action specified by the individual with respect to the electronic document, the system comprising:

• a document management module that is configured to:
• maintain definitions of a plurality of document types, each definition specifying one or more allowed actions that are permitted to be taken by an individual in conjunction with the associated document type;
• receive an electronic document from a sending organization that is addressed to an individual, wherein the received electronic document is of a document type;
• and
• compare the document type of the received electronic document with the definition of the document type in order to identify the one or more allowed actions associated with that document type;
• a user interface module that is configured to:
• present to the addressed individual the received electronic document and the one or more allowed actions associated with the document type of the received electronic document;
• and
• receive from the individual a selected action from the one or more allowed actions;
• and
• an interaction management module that is configured to perform the selected action on the received electronic document after the selected action from the individual is received.

A computer-readable storage medium encoded with instructions that, when executed by a processor, cause the processor to implement a method for delivering an electronic document to an individual and performing an action that is specified by the individual with respect to the electronic document, the method comprising:

• maintaining definitions of a plurality of document types, each definition specifying one or more allowed actions that are permitted to be taken by an individual in conjunction with the associated document type;
• receiving an electronic document from a sending organization that is addressed to an individual, wherein the received electronic document is of a document type;
• comparing the document type of the received electronic document with the definition of the document type in order to identify the one or more allowed actions associated with that document type;
• presenting to the addressed individual the received electronic document and the one or more allowed actions associated with the document type of the received electronic document, provided that the addressed individual has affirmatively indicated a willingness to receive electronic documents from the sending organization;
• receiving from the individual a selected action from the one or more allowed actions;
• and
• performing the selected action on the received electronic document.