Electronic file creation and management systems and methods

A method of file management in an electronic processing system comprising:

• defining in the electronic system an electronic file of a selected file type and at least one electronic sub-folder within the electronic file for storing information of a corresponding information type, including:
• setting up the electronic file by selectively inputting file record information into the electronic system and allowing an administrator to selectively create the electronic file within the electronic system based on the contents of the file record information;
• comparing with the electronic system the input file record information with existing file record information stored within the electronic system;
• and
• when a match occurs between the input file record information and the existing file record information, selectively allowing the administrator to reconcile the input file record information and the existing file record information, including allowing the administrator to selectively combine conflicting file records to create a single file record, selectively purge a conflicting file record, selectively make a first conflicting file record a parent and a second conflicting file record a child file record, and selectively associate conflicting file records with different files;
• defining roles in the electronic processing system for participants creating and utilizing the electronic file, including a role for at least one participant as an information collector;
• electronically tasking the information collector to collect information of the information type;
• selectively uploading the selected information from the information collector and selectively storing the uploaded information in the sub-folder in the electronic file;
• and
• allowing selected ones of the participants to access the electronic file as defined by the corresponding roles.

An electronic file management system comprising:

• a plurality of terminals for interfacing with a plurality of participants utilizing the file management system;
• a processing system communicating with the terminals for storing and managing electronic files, wherein each file is categorized by a selected file type and includes at least one electronic sub-folder for storing information of a corresponding information type, the processing system operable to:
• allow an administrator to define an electronic file of the selected file type including:
• receive file record information from the administrator to set up the electronic file and the at least one electronic sub-folder;
• compare in the electronic system at least some of the received file record information with information previously stored in the electronic system;
• when a match occurs between the at least some of the received file record information and the information previously stored, reporting conflicting file records to the administrator;
• and
• allow the administrator to selectively combine conflicting file records to create a single file record, selectively purge a conflicting file record, selectively make a first conflicting file record a parent and a second conflicting file record a child file record, and selectively associate conflicting file records with different files;
• in response to input from the administrator, set-up roles for the participants including a role for at least one information collector;
• in response to input from the administrator, electronically task the information collector to collect information of a select information type for a selected electronic file;
• selectively upload of the selected information from the information collector;
• selectively store the uploaded information in a sub-folder corresponding to the selected information type in the selected electronic file;
• control access by selected ones of the participants to the selected electronic file as defined by the corresponding roles;
• receive an electronic rejection of the uploaded information from a reviewer;
• electronically notify the administrator of the rejection of the uploaded information;
• and
• in response to input from the administrator, electronically task a selected participant to recollect the selected information.

An electronic file management system comprising:

• a plurality of terminals for interfacing with a plurality of participants utilizing the file management system;
• a processing system communicating with the terminals for storing and managing electronic files, wherein each file is categorized by a selected file type and includes at least one electronic sub-folder for storing information of a corresponding information type, the processing system operable to:
• in response to input from an administrator, set-up roles for the participants including a role for at least one information collector;
• in response to input from the administrator, electronically task the information collector to collect information of a select information type for a selected electronic file;
• selectively input file record information;
• allow the administrator to selectively create the electronic file within the electronic system based on the contents of the file record information;
• compare the input file record information with existing file record information stored within the electronic system;
• and
• when a match occurs between the input file record information and the existing file record information, selectively allow the administrator to reconcile the input file conflicting file records to create a single file record, selectively purging a conflicting file record, selectively making a first conflicting file record a parent and a second conflicting file record a child file record, and selectively associating conflicting file records with different files;
• selectively upload of the selected information from the information collector;
• selectively store the uploaded information in a sub-folder corresponding to the selected information type in the selected electronic file;
• and
• control access by selected ones of the participants to the selected electronic file as defined by the corresponding roles.