US 2026/0277857 A1 · MATTER LEDGER SYSTEM

Abstract

A case management system and operation thereof are provided. The case management system includes a portal, where the portal receives a plurality of case files, each case file including identifying data and permitted users associated with the case files. The portal creates and stores a case record for each case file. The portal receives a case update information related to the case file from one or more of the permitted users, identifies the case update information with at least one case record based on a selected certainty of an association of the identifying data included with the case update information, and categorizes the received case update information with the identified at least one case record. A user interface in communication with the portal then enable a user to select one or more parameters relating one or more case records for compiling a customized case analysis.

Claims20

Dependent claims

A case management system, comprising:

a portal comprising a processor and a memory operably coupled to the processor and having computer-readable instructions stored thereon that, when executed by the processor, cause portal to:
receive an initial plurality of case files, each of the case files including identifying data and one or more permitted users associated with one or more of the case files;
create and store a case record for each case file, including the identifying data and permitted users;
receive a case update information related to the case file from one or more of the permitted users;
identifying the case update information with at least one case record based on a selected certainty of an association of the identifying data included with the case update information;
and
categorizing the received case update information with the identified at least one case record, including determining a status of the case record;
and
a user interface configured to enable a user to select one or more parameters relating one or more case records for compiling a customized case analysis.

6 more elements

A method for operating a case management system, the case management system comprising a portal and a user interface, and the method comprising:

receiving an initial plurality of case files, each of the case files including identifying data and one or more permitted users associated with one or more of the case files;
creating and storing a case record for each case file, including the identifying data and permitted users;
receiving a case update information related to the case file from one or more of the permitted users;
identifying the case update information with at least one case record based on a selected certainty of an association of the identifying data included with the case update information;
categorizing the received case update information with the identified at least one case record, including determining a status of the case record;
and
receiving a user input of a selection one or more parameters relating to one or more case records for compiling a customized case analysis.

4 more elements

A non-transitory machine-readable medium having executable instructions to cause one or more processing units to perform a method for operating a case management system, the case management system comprising a portal and a user interface, and the method comprising:

receiving an initial plurality of case files, each of the case files including identifying data and one or more permitted users associated with one or more of the case files;
creating and storing a case record for each case file, including the identifying data and permitted users;
receiving a case update information related to the case file from one or more of the permitted users;
identifying the case update information with at least one case record based on a selected certainty of an association of the identifying data included with the case update information;
categorizing the received case update information with the identified at least one case record, including determining a status of the case record;
and
receiving a user input of a selection one or more parameters relating to one or more case records for compiling a customized case analysis.

4 more elements

Dependencies are inferred from the claim text.

Matter ledger system

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Matter ledger system

Life of this patent

Abstract

Claims20