DOCUMENT MANAGEMENT SYSTEM
Document management systems are disclosed herein. One disclosed example computer implemented method includes obtaining, via one or more processors, a data set representing attributes of one or more documents, obtaining a passport file, where the passport file includes an identifier, a schema designation and a workflow designation, generating a metadata file based on the data set and the schema, validating the metadata file against requirements defined by the schema, and generating a document production package including the passport file, the metadata file, and a data file.
1 . A computer implemented method comprising:
obtaining, via one or more processors, a data set representing attributes of one or more documents;
obtaining a passport file, wherein the passport file includes an identifier, a schema designation, and a workflow designation;
generating a metadata file based on the data set and the schema;
validating the metadata file against requirements defined by the schema; and
generating a document production package including the passport file, the metadata file, and a data file.
2 . A computer implemented method as defined in claim 1 , wherein the requirements include field requirements.
3 . A computer implemented method as defined in claim 1 , wherein the schema includes an XML schema.
4 . A computer implemented method as defined in claim 1 , wherein the data file includes a client data file.
5 . A computer implemented method as defined in claim 1 , wherein the identifier includes a client identifier.
6 . A computer implemented method as defined in claim 1 , further including transmitting the document production package to a document production facility.
7 . A computer implemented method as defined in claim 6 , wherein transmitting the document production package includes at least one of:
emailing the document production package;
transmitting the document production package via a secure communication channel; or
transmitting the document production package via a Web Portal.
8 . The computer implemented method of claim 1 , wherein the metadata file includes at least one of:
a schema designation;
client information;
application information, wherein the application information identifies a source application of the metadata file;
salesperson information;
work-order information, wherein the work-order information includes territory information and file format information;
task list information; or
delivery information, wherein the delivery information includes one or more of a request date, a filing date, a delivery date or a delivery time.
9 . A method comprising:
receiving a document production package including a passport file, a metadata file and a data file, wherein the passport file includes an identifier, a designation of a schema and a workflow designation, and wherein the metadata file is generated based on a document data file and the schema; and
producing a document based on the document production package.
10 . A method as defined in claim 9 , wherein the data set represents attributes of a document.
11 . A method as defined in claim 9 , wherein the schema includes an XML schema.
12 . A method as defined in claim 9 , wherein the identifier includes a client identifier.
13 . A method as defined in claim 9 , wherein the data file includes a client data file.
14 . A method as defined in claim 9 , further including generating an invoice based on the metadata file and the document production package.
15 . The method as defined in claim 9 , wherein the metadata file includes at least one of:
a schema designation;
client information;
application information, wherein the application information identifies a source application of the metadata file;
salesperson information;
work-order information, wherein the work-order information includes territory information and file format information;
task list information; or
delivery information, wherein the delivery information includes one or more of a request date, a filing date, a delivery date or a delivery time.
16 . A computer system for implementing a production process of tagged compliance documents, comprising:
a server to receive document control instructions, wherein the document control instructions include a passport file, a metadata file and a document data file, and wherein the passport file includes an identifier, a schema designation and a workflow designation; and
a processor to process the document control instructions by identifying a client and a document production process from the passport file, and by implementing the production process based on the document control instructions.
17 . A computer system as defined in claim 16 , wherein the processor is to implement the production process by transmitting the processed document control instructions to a document production facility.
18 . A computer system as defined in claim 16 , wherein the processor is to implement the production process by instructing production systems to produce a document based on the processed document control instructions.
19 . A computer system as defined in claim 16 , wherein the document control instructions include an email with embedded instructions and attachments.
20 . The computer system as defined in claim 16 , wherein the metadata file includes at least one of:
a schema designation;
client information;
application information, wherein the application information identifies a source application of the metadata file;
salesperson information;
work-order information, wherein the work-order information includes territory information and file format information;
task list information; or
delivery information, wherein the delivery information includes one or more of a request date, a filing date, a delivery date or a delivery time.
21 . A computer system as defined in claim 16 , wherein the document control instructions include tagging instructions and at least one of:
typesetting instructions;
printing instructions;
shipping instructions; or
billing instructions.