SYSTEMS AND METHODS FOR DOCUMENT HIERARCHY PERMISSIONING

    公开(公告)号:US20230028302A1

    公开(公告)日:2023-01-26

    申请号:US17872965

    申请日:2022-07-25

    Abstract: Provided herein are systems, methods, and computer readable media for document hierarchy permissions. This may include providing a permission database comprising a plurality of users, a plurality of advisors, and a plurality of categories. A candidate document is received at a network device. A candidate user, a candidate routing action, and a candidate document category are identified from the candidate document. A candidate document permission attribute is generated identifying the candidate user, candidate file location, and the candidate document category. The candidate document is stored, and the candidate document permission attribute corresponding to the candidate document is stored.

    Real-time document filtering systems and methods

    公开(公告)号:US11475074B2

    公开(公告)日:2022-10-18

    申请号:US15690797

    申请日:2017-08-30

    Abstract: Methods, systems and computer program products for organizing and displaying in real-time data related to a plurality of documents. A plurality of documents and a plurality of entity identifiers are stored in a relational database storage. Each entity identifier has an entity type selected from a plurality of entity types. A plurality of entity associations between the plurality of entity identifiers and the plurality of documents are stored in a non-relational database storage. Each entity association defines a relationship between one or more entity identifiers and a selected document in the plurality of documents. A plurality of file icons are displayed in a display interface. The plurality of file icons includes active icons corresponding to a selection of the plurality of documents where the selection is determined by querying the non-relational database storage using at least one currently-selected entity identifier.

    SYSTEMS AND METHODS FOR SHARING DOCUMENTS

    公开(公告)号:US20220075807A1

    公开(公告)日:2022-03-10

    申请号:US17399424

    申请日:2021-08-11

    Abstract: Methods and systems for sharing electronic documents are described herein. The example method includes storing the electronic documents in a relational database storage; storing entity identifiers in the relational database storage, each entity identifier representing an entity type; recording in a non-relational database storage associations between the electronic documents and at least one entity identifier, each association comprising a relationship between a set of electronic documents and the at least one entity identifier; associating a delegate account with the at least one entity identifier; and based on an association recorded in the non-relational database storage for the at least one entity identifier, granting the delegate account a subset of document management functions available for the set of documents.

    Systems and methods for sharing documents

    公开(公告)号:US11120056B2

    公开(公告)日:2021-09-14

    申请号:US15690760

    申请日:2017-08-30

    Abstract: Methods and systems for sharing electronic documents are described herein. The example method includes storing the electronic documents in a relational database storage; storing entity identifiers in the relational database storage, each entity identifier representing an entity type; recording in a non-relational database storage associations between the electronic documents and at least one entity identifier, each association comprising a relationship between a set of electronic documents and the at least one entity identifier; associating a delegate account with the at least one entity identifier; and based on an association recorded in the non-relational database storage for the at least one entity identifier, granting the delegate account a subset of document management functions available for the set of documents.

    SYSTEMS AND METHODS FOR SHARING DOCUMENTS
    10.
    发明申请

    公开(公告)号:US20180068010A1

    公开(公告)日:2018-03-08

    申请号:US15690760

    申请日:2017-08-30

    CPC classification number: G06F16/288 G06F16/176 G06F16/93

    Abstract: Methods and systems for sharing electronic documents are described herein. The example method includes storing the electronic documents in a relational database storage; storing entity identifiers in the relational database storage, each entity identifier representing an entity type; recording in a non-relational database storage associations between the electronic documents and at least one entity identifier, each association comprising a relationship between a set of electronic documents and the at least one entity identifier; associating a delegate account with the at least one entity identifier; and based on an association recorded in the non-relational database storage for the at least one entity identifier, granting the delegate account a subset of document management functions available for the set of documents.

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