IP Library Granted Patent US 7,562,215
Granted Patent B2
US 7,562,215 · App. 10/443,448 · Granted Jul 14, 2009

System and method for electronic document security

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Quick Facts
Patent No.
US 7,562,215
App. No.
10/443,448
Granted
Jul 14, 2009
Kind
B2
Abstract

A method for providing document-level security for electronic documents comprises identifying a plurality of roles for the electronic document, the plurality of roles comprising at least one role associated with a first participant ID of a first client. The roles are dynamically stored in the electronic document. One or more participant IDs are dynamically stored in the electronic document, including at least the first participant ID, wherein each participant ID is associated with at least one role. A second participant ID of a second client is determined and the second client's ability to access the electronic document is automatically determined based, at least in part, on the second participant ID and the stored roles and participant IDs.

Claims (51)

1. A method for providing document-level security for electronic documents, comprising:

identifying a plurality of roles for an electronic document, the plurality of roles comprising at least one role associated with a first participant ID of a first client, the electronic document comprising a compound document, the compound document comprising at least a first stage and a second stage, each stage comprising at least one contribution, the at least one contribution for at least one stage comprising a component document of the compound document, the first and second stages tracking a business process associated with the electronic document;

storing the roles in the electronic document;

associating a first subset of the plurality of roles with the first stage;

associating a second subset of the plurality of roles with the second stage;

storing one or more participant IDs in the electronic document, including at least the first participant ID, wherein each participant ID is associated with at least one role;

determining a second participant ID of a second client, the first subset of the plurality of roles comprising the first and second participant IDs;

determining the second client's ability to access the electronic document based, at least in part, on the second participant ID and the stored roles and participant IDs;

receiving a first contribution for the first stage, the first contribution provided by the first client; and

receiving a second contribution for the first stage, the second contribution provided by the second client.

2. The method of claim 1 , the electronic document comprising an XML document.

3. The method of claim 1 , wherein determining the second client's ability to access the electronic document comprises:

comparing the second participant ID to the participant IDs stored in the electronic document; and

in response to one of the participant IDs and the second participant ID being identical, allowing the second client to access the electronic document.

4. The method of claim 1 , further comprising occluding the first contribution from the second client based, at least in part, on the second participant.

5. The method of claim 1 , further comprising:

modifying the first contribution; and

automatically invalidating the second contribution, wherein content of the second contribution is based in part on the first contribution.

6. The method of claim 1 , further comprising associating an electronic signature with the first contribution, the electronic signature identifying a unique client associated with a role identical to the first role of the first participant ID.

7. The method of claim 1 , wherein the second subset of roles comprises the second participant ID and the method further comprises:

receiving a request to access the electronic document from the first client; and

denying the first client access to the second stage based, at least in part, on the first participant ID.

8. The method of claim 1 , further comprising communicating the electronic document to the second client prior to determining the second participant ID.

9. The method of claim 1 , further comprising storing the electronic document in an electronic document repository.

10. Software for providing document-level security for electronic documents, the software stored on a computer-readable medium and when executed operable to:

identify a plurality of roles for an electronic document, the plurality of roles comprising at least one role associated with a first participant ID of a first client, the electronic document comprising a compound document, the compound document comprising at least a first stage and a second stage, each stage comprising at least one contribution, the at least one contribution for at least one stage comprising a component document of the compound document, the first and second stages tracking a business process associated with the electronic document;

store the roles in the electronic document; associate a first subset of the plurality of roles with the first stage; associate a second subset of the plurality of roles with the second stage;

store one or more participant IDs in the electronic document, including at least the first participant ID, wherein each participant ID is associated with at least one role;

determine a second participant ID of a second client, the first subset of the plurality of roles comprising the first and second participant IDs;

determine the second client's ability to access the electronic document based, at least in part, on the second participant ID and the stored roles and participant IDs;

receive a first contribution to the first stage, the first contribution provided by the first client; and

receive a second contribution to the first stage, the second contribution provided by the second client.

11. The software of claim 10 , the electronic document comprising an XML document.

12. The software of claim 10 , wherein the software operable to automatically determine the second client's ability to access the electronic document comprises the software operable to:

compare the second participant ID to the participant IDs stored in the electronic document; and

in response to one of the participant IDs and the second participant ID being identical, allow the second client to access at least a portion of the electronic document.

13. The software of claim 10 , further operable to occlude the first contribution from the second client based, at least in part, on the second participant ID.

14. The software of claim 10 , further operable to: modify the first contribution; and automatically invalidate the second contribution.

15. The software of claim 10 , further operable to associate an electronic signature with the first contribution, the electronic signature identifying a unique client associated with a participant ID identical to the first participant ID.

16. The software of claim 10 , wherein the second subset of roles comprises the second participant ID and the software is further operable to:

receive a request to access the electronic document from the first client; and

deny the first client access to the second stage based, at least in part, on the first participant ID and the associated roles.

17. The software of claim 10 , further operable to communicate the electronic document to the second client prior to determining the second participant ID.

18. The software of claim 10 , further operable to store the electronic document in an electronic document repository.

19. A system for providing document-level security for electronic documents comprising:

at least one memory operable to store a plurality of electronic documents, each electronic document including at least one stored role, a particular electronic document including a plurality of stored roles and comprising a compound document, the plurality of roles comprising at least one role associated with a first participant ID of a first client, the compound document comprising at least a first stage and a second stage, each stage comprising at least one contribution, the at least one contribution for at least one stage comprising a component document of the compound document, the first and second stages tracking a business process associated with the particular electronic document, a first subset of the plurality of roles being associated with the first stage and a second subset of the plurality of roles being associated with the second stage; and

one or more processors, in response to receiving a request to access one of the electronic documents from a requesting client, collectively operable to:

determine a second participant ID of the requesting client, the first subset of the plurality of stored roles comprising the first and second participant IDs;

automatically determine the requesting client's ability to access the electronic document based, at least in part, on the second participant ID of the requesting client and the stored roles;

receive a first contribution to the first stage, the first contribution provided by the first client; and

receive a second contribution to the first stage, the second contribution provided by the requesting client.

Assignments (4)
NUNC PRO TUNC ASSIGNMENT Recorded May 9, 2017
From: HEWLETT PACKARD ENTERPRISE DEVELOPMENT LP
To: ENT. SERVICES DEVELOPMENT CORPORATION LP
Reel/Frame 042284/0944 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 9, 2015
From: HEWLETT-PACKARD DEVELOPMENT COMPANY, L.P.
To: HEWLETT PACKARD ENTERPRISE DEVELOPMENT LP
Reel/Frame 037079/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 25, 2009
From: ELECTRONIC DATA SYSTEMS, LLC
To: HEWLETT-PACKARD DEVELOPMENT COMPANY, L.P.
Reel/Frame 022449/0267 →
CHANGE OF NAME Recorded Mar 24, 2009
From: ELECTRONIC DATA SYSTEMS CORPORATION
To: ELECTRONIC DATA SYSTEMS, LLC
Reel/Frame 022460/0948 →