IP Library Granted Patent US 12706754
Granted Patent B1
US 12706754 · App. 18/301,138 · Granted Aug 11, 2026

System and method for asynchronous remote signature

Inventors: Jennifer Leigh Stohlmann (Greenville, SC); Cindy Chiang (Sunnyvale, CA); Rajinder Kaur (Elk Grove, CA); Arno Sosna (Pleasanton, CA); Stephanie Y. Shaw (Seattle, WA); Vasanth Shenoy (San Ramon, CA)
Assignee: Veeva Systems Inc.
H04L9/3252G06F21/6218H04L9/3297
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Quick Facts
Patent No.
US 12706754
App. No.
18/301,138
Granted
Aug 11, 2026
Kind
B1
Abstract

System and method for asynchronous remote signature, including a system and method for processing a remote sample request and remote consent. Call reports are generated which enable users to capture data and make edits to detailing and sampling information unique to each HCP in a call with a user. Business card replies, or sample requests, require signature authorization from the HCP. A time-restricted asynchronous remote signature link is sent to the HCP and provides an interface for signature input without requiring the user to be concurrently engaged in the session. BCR entries are locked while the signature request is pending.

Claims (44)

1 . A computer-implemented method for processing a sample request utilizing asynchronous remote signature, the method comprising:

establishing a controlled content repository, the controlled content repository being securely and controllably accessed;

establishing an access protocol for the controlled content repository;

storing approved content within the controlled content repository, whereby the approved content is stored in the controlled content repository according to the access protocol and whereby the access protocol comprises at least one set of alignment rules for determining if a first item of approved content within the controlled content repository can be made available to a first user to be included in a call report recording approved content shared with a second user;

establishing a secure information management system, the information management system storing and providing coordinated data;

receiving, by a first user computing device, information about a set of one or more samples from the call report recording the interaction between the first user and second user according to a communication protocol, wherein the call report is stored in the secure information management system and the set of one or more samples inputted is a pharmaceutical product;

generating a time-restricted asynchronous share link comprising a URL and electronically transmitting the time-restricted asynchronous share link via email to a second user computing device, wherein the period of time the second user may access the shared link is previously configured by the first user, and wherein upon accessing the URL the signature controller generates and navigates the second user to a signature input interface on the second user computing device;

creating and tracking a signature request status object stored in the information management system, wherein the signature request status object contains the current status of the asynchronous signature process, the status comprising one of: requested, signature received, signature accepted, cancelled, expired, or signature declined; and

locking business reply card entries on the call report by setting fields related to the sample request to read-only in the information management system until the asynchronous share link is accessed and a signature is received.

2 . The method of claim 1 , further comprising:

invalidating the time-restricted asynchronous share link after receiving the signature; and

updating the signature request status object to reflect receiving the signature.

3 . The method of claim 2 , further comprising: receiving a first input for rejecting the inputted signature, by the first user computing device; and

sending a new time-restricted asynchronous share link to the second user computing device, wherein the period of time the new time-restricted asynchronous shared link can be accessed is previously configured by the first user.

4 . The method of claim 1 , further comprising:

receiving a second input for accepting the inputted signature when the inputted signature satisfies predefined criteria and contains certain user defined properties, by the first user computing device;

invalidating the time-restricted asynchronous share link after the second user computing device inputs the signature; and

updating the signature request status object to reflect receiving the signature.

5 . The method of claim 1 , further comprising: when the previously configured period of time that the shared link can be accessed lapses, the time-restricted asynchronous share link is invalidated.

6 . The method of claim 1 , further comprising: receiving a third input at the second user computing device for rejecting the signature request.

7 . The method of claim 1 , further comprising: receiving a fourth input at the first user computing device for canceling the signature request and invalidating the time-restricted asynchronous share link.

8 . The method of claim 1 , wherein the information management system is a customer relationship management (CRM) system.

9 . The method of claim 1 , wherein the time-restricted asynchronous share link is a shortened URL.

10 . A computer-implemented method for processing a sample request utilizing asynchronous remote signature, the method comprising:

establishing a secure information management system, the information management system storing and providing coordinated data;

receiving, by a first user computing device, information about a set of one or more samples from a call report recording the interaction between a first user and second user according to a communication protocol, wherein the call report is stored in the secure information management system and the set of one or more samples inputted is a pharmaceutical product;

generating a time-restricted asynchronous share link comprising a URL and electronically transmitting the time-restricted asynchronous share link via email to a second user computing device, wherein the period of time the second user may access the shared link is previously configured by the first user, and wherein upon accessing the URL the signature controller generates and navigates the second user to a signature input interface on the second user computing device;

creating and tracking a signature request status object stored in the information management system, wherein the signature request status object contains the current status of the asynchronous signature process, the status comprising one of: requested, signature received, signature accepted, cancelled, expired, or signature declined; and

locking business reply card entries on the call report by setting fields related to the sample request to read-only in the information management system until the asynchronous share link is accessed and a signature is received.

11 . The method of claim 10 , further comprising: wherein the coordinated data includes a healthcare providers license; and prior to sending the time-restricted asynchronous share link validating the second user's license information.

12 . The method of claim 10 , further comprising:

invalidating the time-restricted asynchronous share link after receiving the signature; and

updating the signature request status object to reflect receiving the signature.

13 . The method of claim 12 , further comprising: receiving a first input for rejecting the inputted signature, by the first user computing device; and

sending a new time-restricted asynchronous share link to the second user computing device, wherein the period of time the new time-restricted asynchronous shared link can be accessed is previously configured by the first user.

14 . The method of claim 10 , further comprising:

receiving a second input for accepting the inputted signature when the inputted signature satisfies predefined criteria and contains certain user defined properties, by the first user computing device;

invalidating the time-restricted asynchronous share link after the second user computing device inputs the signature; and

updating the signature request status object to reflect receiving the signature.

15 . The method of claim 10 , further comprising: when the previously configured period of time that the shared link can be accessed lapses, the time-restricted asynchronous share link is invalidated.

16 . The method of claim 10 , further comprising: receiving a third input at the second user computing device for rejecting the signature request.

17 . The method of claim 10 , further comprising: receiving a fourth input at the first user computing device for canceling the signature request and invalidating the time-restricted asynchronous share link.

18 . The method of claim 10 , wherein the information management system is a customer relationship management (CRM) system.

19 . The method of claim 10 , wherein the time-restricted asynchronous share link is a shortened URL.