IP Library Granted Patent US 8,726,015
Granted Patent B2
US 8,726,015 · App. 12/338,994 · Granted May 13, 2014

Methods and apparatus for secure content routing

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Quick Facts
Patent No.
US 8,726,015
App. No.
12/338,994
Granted
May 13, 2014
Kind
B2
Abstract

Systems and methods are described which provide handling and secure routing of an article of content in accordance with a code or instruction set identifier embedded in or associated with the article of content. In one aspect, the invention provides a content handling system that comprises a digital data store containing a plurality of instruction sets, each defining a content handling workflow. The system further includes a content handling engine in communication with the store, wherein the content handling engine identifies a code associated with an article of content and executes workflow processing in accordance with an instruction set associated with the code. In various embodiments, an article of content comprises digitally encoded information (e.g., containing one or more of text, image, audio, video, data, and PACS data) and/or information otherwise convertible to digital format (e.g., printed matter, images, film, and audio recordings).

Claims (55)

1. A method comprising:

receiving, by a content handling engine, an instruction set, wherein the instruction set identifies: i) one or more destinations, ii) a file format for each of the one or more destinations, and iii) a security status for each of the one or more destinations designating whether or not the article of content is to be transmitted securely to the corresponding destination;

storing, in a database, the instruction set;

determining, by the content handling engine, a code that uniquely references the instruction set;

providing, by the content handling engine, an embeddable form of the code, wherein the embedded code is configured to be embedded into one or more articles of content;

receiving, by the content handling engine, an article of content, wherein the code is embedded into the article of content;

identifying, by the processor, the code embedded into the article of content;

after identifying the code embedded into the article of content, identifying, by the content handling engine, the instruction set from the code;

executing, by the content handling engine, the instruction set on the article of content to transform the article of content into the identified format for each of the one or more destinations and with the identified security for each of the one or more destinations,

wherein the executing further comprises:

placing the article of content into a first file,

encrypting the first file using a private key of a sender to create a first encrypted article of content, and

placing the first encrypted article of content into a second file, and encrypting the second file using one or more public keys associated with the one or more destinations; and

distributing electronically to each of the one or more destinations a corresponding transformed article of content.

2. The method of claim 1 , wherein the identifying, executing and distributing occur automatically after digitalization of the article of content.

3. The method of claim 1 , wherein identifying the instruction set from the code comprises:

identifying a native code.

4. The method of claim 1 , wherein identifying the instruction set from the code comprises:

identifying a foreign code; and

translating the foreign code to a native code.

5. The method of claim 1 , wherein identifying the instruction set from the code comprises:

parsing meta-data of the article of content to identify the code.

6. The method of claim 1 , wherein identifying instruction set from the code comprises:

locating the code in a field of the article of content.

7. The method of claim 1 , wherein identifying the instruction set from the code comprises:

identifying the code using at least one of optical-character recognition, voice recognition, bar code recognition, and voice-to-text recognition.

8. The method of claim 1 , wherein identifying the instruction set from the code comprises:

accessing a memory storing sets of instructions; and

matching the code with a set of instructions.

9. The method of claim 1 , wherein the article of content is at least one of: a PDF document, word processing document, electronic mail message, analog audio file, digital audio file, analog video file, digital video file, paper, and an x-ray.

10. The method of claim 1 , wherein the one or more destinations comprises at least one of: an e-mail address, a telefax number, a printer address, a local file system folder, a network file system folder, and a document repository.

11. The method of claim 1 , further comprising:

comparing a format of the article of content to the identified format for each of the one or more destinations prior to the executing step.

12. The method of claim 1 , wherein the format for each of the one or more destinations comprises one or more members selected from the group consisting of a PDF file, word processing file, electronic mail message, analog audio file, digital audio file, analog video file, digital video file, paper, image file, picture file, text file, and an x-ray.

13. A system comprising:

a database configured to store instruction sets;

a content handling engine, wherein the content handling engine comprises a processor configured to handling and routing of an article of content, wherein the processor is configured to execute instructions to:

receive an instruction set, wherein the instruction set identifies: i) one or more destinations, ii) a file format for each of the one or more destinations, and iii) a security status for each of the one or more destinations designating whether or not the article of content is to be transmitted securely to the corresponding destination;

store, in the database, the instruction set;

determine a code that uniquely references the instruction set;

provide an embeddable form of the code, wherein the embedded code is configured to be embedded into one or more articles of content;

receive an article of content, wherein the code is embedded into the article of content;

identifying, by the processor, the code embedded into the article of content;

after identifying the code embedded into the article of content, identify the set of instructions from the code;

execute the instruction set on the article of content to transform the article of content into the identified format and according to the identified security for each of the one or more destinations, wherein the executing further comprises:

placing the article of content into a first file,

encrypting the first file using a private key of a sender to create a first encrypted article of content,

placing the first encrypted article of content into a second file, and

encrypting the second file using one or more public keys associated with the one or more destinations; and

distribute electronically to each of the one or more destinations a corresponding transformed article of content.

14. The system of claim 13 , wherein the article of content is at least one member selected from the group consisting of: a PDF document, word processing document, electronic mail message, analog audio file, digital audio file, analog video file, digital video file, paper, and an x-ray.

15. The system of claim 13 , wherein the one or more destinations comprises at least one member selected from the group consisting of: an e-mail address, a telefax number, a printer address, a local file system folder, a network file system folder, and a document repository.

16. The system of claim 13 , further wherein the processor is configured to execute instructions to:

compare a format of the article of content to the identified format for each of the one or more destinations prior to the executing step.

17. The system of claim 13 , wherein the format for each of the one or more destinations comprises one or more members selected from the group consisting of a PDF file, word processing file, electronic mail message, analog audio file, digital audio file, analog video file, digital video file, paper, image file, picture file, text file, and an x-ray.

Assignments (7)
RELEASE OF SECURITY INTEREST Recorded Jul 25, 2025
From: JEFFERIES FINANCE LLC, AS AGENT
To: UPLAND SOFTWARE, INC.; UPLAND SOFTWARE I, INC.; UPLAND SOFTWARE IV, LLC; UPLAND SOFTWARE V, INC.; UPLAND SOFTWARE VI, LLC; UPLAND SOFTWARE VII, LLC; UPLAND IX, LLC; ULTRIVA, LLC; ADVANCED PROCESSING & IMAGING, INC.; OMTOOL, LTD.; RIGHT ANSWERS, INC.; WATERFALL INTERNATIONAL INC.; QVIDIAN CORPORATION; REFERENCES-ONLINE, INC.; ADESTRA INC.; POSTUP HOLDINGS, LLC; POSTUP DIGITAL, LLC; DAILY INCHES, INC.
Reel/Frame 071840/0240 →
SECURITY INTEREST Recorded Mar 25, 2025
From: UPLAND SOFTWARE INC.; UPLAND SOFTWARE VII, LLC; OMTOOL, LTD.; WATERFALL INTERNATIONAL, INC.; QVIDIAN CORPORATION; REFERENCES- ONLINE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 070626/0779 →
MERGER Recorded May 6, 2022
From: OMTOOL, LTD.
To: UPLAND SOFTWARE, INC.
Reel/Frame 059863/0282 →
SECURITY INTEREST Recorded Aug 8, 2019
From: UPLAND SOFTWARE, INC.; UPLAND SOFTWARE I, INC.; UPLAND SOFTWARE IV, LLC; UPLAND SOFTWARE V, INC.; UPLAND SOFTWARE VI, INC.; UPLAND SOFTWARE VII, INC.; UPLAND IX, LLC; ULTRIVA, LLC; ADVANCED PROCESSING & IMAGING, INC.; OMTOOL, LTD.; RIGHTANSWERS, INC.; WATERFALL INTERNATIONAL INC.; QVIDIAN CORPORATION; REFERENCES-ONLINE, INC.; ADESTRA INC.; POSTUP HOLDINGS, LLC; POSTUP DIGITAL, LLC; DAILY INCHES, INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
Reel/Frame 050002/0536 →
RELEASE OF SECURITY INTEREST Recorded Aug 7, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: OMTOOL, LTD.
Reel/Frame 049989/0603 →
SECURITY INTEREST Recorded Feb 24, 2017
From: OMTOOL, LTD.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 041368/0943 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 14, 2011
From: BOUCHARD, THADDEUS
To: OMTOOL, INC.
Reel/Frame 026901/0505 →