IP Library Granted Patent US 9,063,932
Granted Patent B2
US 9,063,932 · App. 12/641,843 · Granted Jun 23, 2015

Apparatus, method and article to manage electronic or digital documents in a networked environment

Inventors: Victor Bryant (Covington, GA); Igor Poluektov (Roswell, GA)
Assignee: Vertafore, Inc.
G06F17/30011G06F17/30194
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 9,063,932
App. No.
12/641,843
Granted
Jun 23, 2015
Kind
B2
Abstract

Systems and methods of electronic or digital document management allow satellite offices, sites or facilities to replicate some documents in a shared or common electronic document repository, while storing other documents only locally, while allowing document management functions seamlessly across an enterprise independent of whether the electronic or digital documents or files are replicated to a shared or common repository, for instance a central electronic or digital document repository.

Claims (36)

1. A method of managing electronic documents shared across networked satellite nodes remotely located from one another, the method comprising:

storing a first plurality of electronic documents in a common electronic document repository, wherein the first plurality of electronic documents includes electronic documents owned by at least two different owners remotely located from one another;

storing ownership information at a master node for the first plurality of electronic documents stored in the common electronic document repository, wherein the ownership information indicates that at least one of the electronic documents of the first plurality of electronic documents is owned by a first owner of the at least two different owners and at least one of the electronic documents of the first plurality of electronic documents is owned by a second owner of the at least two different owners, the second owner different from and remotely located with respect to the first owner; and

storing ownership information at the master node for a second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository, wherein the second plurality of electronic documents are not stored in the common electronic document repository, and

wherein the ownership information stored at the master node for the first and the second plurality of electronic documents indicates for each electronic document a logical entity that has authority to authorize changes to the respective electronic document.

2. The method of claim 1 wherein storing ownership information at the master node for a second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository includes storing ownership information at the master node for the second plurality of electronic documents which are locally stored by a first and at least a second satellite node at a first and at least a second location, respectively, the first and the at least second locations located remotely from one another.

3. The method of claim 1 , further comprising:

storing ownership information at the master node for a third plurality of electronic documents which are locally stored by the master node separately from the common electronic document repository.

4. The method of claim 1 , further comprising:

receiving a request at the master node for a specific electronic document from a first satellite node;

determining a location of the requested specific electronic document; and

providing the first satellite node with a copy of the specific electronic document that is stored locally by a second satellite node remote from the first satellite node and remote from the common electronic document repository.

5. The method of claim 1 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating a number of electronic documents from the networked satellite nodes to the common electronic document repository, and wherein the second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository are stored without replication to the common electronic document repository.

6. The method of claim 1 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating at least one change to at least one of the electronic documents from at least one of the networked satellite nodes to the common electronic document repository, and wherein the second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository are stored without replication to the common electronic document repository.

7. The method of claim 6 , further comprising:

determining that an author of the at least one change is at least one of an owner of the changed electronic document or an authorized entity that has been authorized by the owner of the changed electronic document before replicating the at least one change.

8. A method of managing electronic documents shared across networked satellite nodes remotely located from one another, the method comprising:

storing a first plurality of electronic documents in a common electronic document repository, wherein the first plurality of electronic documents includes electronic documents owned by at least two different owners remotely located from one another;

storing ownership information at a master node for the first plurality of electronic documents stored in the common electronic document repository, wherein the ownership information indicates that at least one of the electronic documents of the first plurality of electronic documents is owned by a first owner of the at least two different owners and at least one of the electronic documents of the first plurality of electronic documents is owned by a second owner of the at least two different owners, the second owner different from and remotely located with respect to the first owner;

storing ownership information at the master node for a second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository, wherein the ownership information stored at the master node for the first and the second plurality of electronic documents indicates for each electronic document a logical entity that has authority to authorize changes to the respective electronic document; and

providing at least one satellite node with access to at least one electronic document that is stored locally by another satellite node.

9. The method of claim 8 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating a number of electronic documents from the networked satellite nodes to the common electronic document repository.

10. The method of claim 8 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating at least one change to at least one of the electronic documents from at least one of the networked satellite nodes to the common electronic document repository.

11. The method of claim 10 , further comprising:

determining that an author of the at least one change is at least one of an owner of the changed electronic document or an authorized entity that has been authorized by the owner of the changed electronic document before replicating the at least one change.

12. A method of managing electronic documents shared across networked satellite nodes remotely located from one another, the method comprising:

storing a first plurality of electronic documents in a common electronic document repository, wherein the first plurality of electronic documents includes electronic documents owned by at least two different owners remotely located from one another;

storing ownership information at a master node for the first plurality of electronic documents stored in the common electronic document repository, wherein the ownership information indicates that at least one of the electronic documents of the first plurality of electronic documents is owned by a first owner of the at least two different owners and at least one of the electronic documents of the first plurality of electronic documents is owned by a second owner of the at least two different owners, the second owner different from and remotely located with respect to the first owner;

storing ownership information at the master node for a second plurality of electronic documents which are locally stored by at least one satellite node at a respective location remote from the common electronic document repository, wherein the ownership information stored at the master node for the first and the second plurality of electronic documents indicates for each electronic document a logical entity that has authority to authorize changes to the respective electronic document;

receiving a request at the master node for a specific electronic document from a first satellite node;

determining a location of the requested specific electronic document; and

providing the first satellite node with access to the specific electronic document that is stored locally by a second satellite node remote from the first satellite node and remote from the common electronic document repository.

13. The method of claim 12 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating a number of electronic documents from the networked satellite nodes to the common electronic document repository.

14. The method of claim 12 wherein storing a first plurality of electronic documents in a common electronic document repository includes replicating at least one change to at least one of the electronic documents from at least one of the networked satellite nodes to the common electronic document repository.

15. The method of claim 14 , further comprising:

determining that an author of the at least one change is at least one of an owner of the changed electronic document or an authorized entity that has been authorized by the owner of the changed electronic document before replicating the at least one change.

Assignments (13)
SECOND LIEN RELEASE OF SECURITY INTEREST IN PATENTS Recorded Sep 4, 2020
From: NOMURA CORPORATE FUNDING AMERICAS, LLC, AS COLLATERAL AGENT
To: VERTAFORE, INC.; RISKMATCH, INC.
Reel/Frame 053705/0313 →
FIRST LIEN RELEASE OF SECURITY INTEREST IN PATENTS Recorded Sep 4, 2020
From: NOMURA CORPORATE FUNDING AMERICAS, LLC, AS COLLATERAL AGENT
To: VERTAFORE, INC.; RISKMATCH, INC.
Reel/Frame 053705/0268 →
SECOND LIEN SECURITY AGREEMENT Recorded Jul 5, 2018
From: VERTAFORE, INC.; RISKMATCH, INC.
To: NOMURA CORPORATE FUNDING AMERICAS, LLC
Reel/Frame 047248/0081 →
RELEASE OF SECURITY INTEREST Recorded Jul 3, 2018
From: CORTLAND CAPITAL MARKET SERVICES LLC
To: VERTAFORE, INC.; RISKMATCH, INC.
Reel/Frame 046257/0032 →
RELEASE OF SECURITY INTEREST Recorded Jul 3, 2018
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: VERTAFORE, INC.; RISKMATCH, INC.
Reel/Frame 046256/0976 →
FIRST LIEN SECURITY AGREEMENT Recorded Jul 3, 2018
From: VERTAFORE, INC.; RISKMATCH, INC.
To: NOMURA CORPORATE FUNDING AMERICAS, LLC
Reel/Frame 046473/0238 →
SECOND LIEN SECURITY AGREEMENT Recorded Jul 7, 2016
From: VERTAFORE, INC.
To: CORTLAND CAPITAL MARKET SERVICES LLC, AS COLLATERAL AGENT
Reel/Frame 039276/0196 →
FIRST LIEN SECURITY AGREEMENT Recorded Jul 6, 2016
From: VERTAFORE, INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 039265/0244 →
RELEASE OF FIRST LIEN SECURITY AGREEMENT Recorded Jul 5, 2016
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: VERTAFORE, INC. (F/K/A IMAGERIGHT, INC.)
Reel/Frame 039253/0160 →
RELEASE OF SECOND LIEN SECURITY AGREEMENT Recorded Jul 5, 2016
From: BANK OF AMERICA, N.A.
To: VERTAFORE, INC. (F/K/A IMAGERIGHT, INC.)
Reel/Frame 039253/0169 →
SECURITY AGREEMENT Recorded Nov 5, 2010
From: VERTAFORE, INC.
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 025320/0653 →
SECURITY AGREEMENT Recorded Aug 10, 2010
From: VERTAFORE, INC.; IMAGERIGHT, INC.
To: CREDIT SUISSE AG, AS COLLATERAL AGENT
Reel/Frame 024812/0668 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 12, 2010
From: BRYANT, VICTOR; POLUEKTOV, IGOR
To: VERTAFORE, INC.
Reel/Frame 023766/0019 →
Continuity (1)
Related Publication 20110153560A1 · Jun 23, 2011