Computer implemented system for forming an accelerated compliance plan with a graphic visualization

A computer system for forming an accelerated compliance plan with a graphic visualization, wherein the system comprises:

• an administrative processor;
• an administrative data storage in communication with the administrative processor;
• a network in communication with the administrative processor;
• a plurality of client devices, wherein each client device of the plurality of client devices comprises:
• a client device processor;
• a client device data storage in communication with the client device processor;
• and
• a client device display;
• a third party provider server in communication with the network, wherein the third party provider server comprises:
• a third party processor;
• a third party data storage in communication with the third party processor;
• and
• a plurality of validated citations stored within the third party data storage;
• a plurality of administrative computer instructions stored within the administrative data storage, wherein the administrative computer instructions instruct the administrative processor to:
• create a client file identifier;
• form at least one client profile associated with the client file identifier, wherein the client profile comprises at least one dynamic editable field;
• provide one or more navigational buttons that enable a user to navigate through the at least one dynamic editable field of the client profile;
• a dynamic regulatory controls library stored within the administrative data storage comprising:
• a plurality of record keeping rules, wherein each record keeping rule of the plurality of record keeping rules is associated with a jurisdiction;
• at least one citation starter set comprising one or more citation sets;
• wherein the administrative computer instructions instruct the administrative processor to:
• compare information stored in a specific client profile to corresponding information stored in the at least one citation starter set;
• identify a matching citation starter set having a greatest relevance to the specific client profile;
• and
• associate the matching citation starter set with the specific client profile, thereby creating an associated citation starter set for each client profile;
• a dynamic record series library stored within the administrative data storage, wherein the dynamic record series library comprises a plurality of record series, and further wherein each record series of the plurality of record series comprises:
• an operational function and at least one citation set;
• wherein the administrative computer instructions instruct the administrative processor to:
• compare the associated citation set for each client profile to the at least one citation set of each record series of the plurality of record series;
• identify a matching record series with the greatest relevance to each client profile;
• associate the matching record series with each client profile;
• and
• create an accelerated compliance plan for each client profile, wherein the accelerated compliance plan for each client profile comprises:
• a client specific editable records retention plan based on the matching record series associated with the client profile;
• wherein the administrative computer instructions instruct the administrative processor to:
• identify a retention period for each citation set associated with a accelerated compliance plan set by:
• when at least one key citation exists, selecting the longest records retention period of the at least one key citation for the matching record series;
• and
• when no key citation is exists, calculating the longest retention period for each citation set within the matching record series, and displaying the result;
• wherein the administrative computer instructions instruct the administrative processor to:
• establish communication with the third party provider server;
• import citations absent from the matching record series;
• and
• display a first visual indicator for imported citations;
• wherein the administrative computer instructions instruct the administrative processor to:
• associate imported citations with the accelerated compliance plan;
• delete invalid citations from the accelerated compliance plan;
• display the associated imported citations on at least one client device;
• and
• display the deleted invalid citations on at least one client device;
• wherein the administrative computer instructions instruct the administrative processor to:
• display a second visual indicator for citations in the dynamic regulatory controls library that are:
• new, changed, validated, or rejected during a selectable 24 month period, wherein the second visual indicator is updated each time communication is established with the third party provider server;
• wherein the administrative computer instructions instruct the administrative processor to:
• display a visual change marker for citations in the accelerated compliance plan each time a citation is new, changed, validated or rejected within 24 months of a creation date of the accelerated compliance;
• wherein the administrative computer instructions instruct the administrative processor to:
• determine a calculated retention period for:
• all citations associated with each citation set in the accelerated compliance plan;
• and
• all records in each record series in the accelerated compliance plan;
• and
• wherein the administrative computer instructions instruct the administrative processor to:
• display the calculated retention periods on a client device for accelerated compliance with record keeping rules in the accelerated compliance plan with graphic visualizations;
• and
• store the accelerated compliance plan for each client profile in the administrative data storage.