US6725220B2
Expired / Lapsed
US
⏱️ 0.0 years remaining
System and method for integrating paper-based business documents with computer-readable data entered via a computer network
Assignee: Comfidex Corp
•
Filing: 2001-11-30
•
Granted: 2004-04-20
•
Expires: 2021-11-30
Abstract
Abstract In an Internet-based process, a method of integrating paper-based business documents requiring an original signature with electronic data about those documents, and for later retrieving the data entered by the end user to create the documents is characterized by the steps of having the end user enter all required information for creating the required document, saving the gathered data in a database, associating the saved data with a unique identification code, and printing the unique identification code on the paper-based document when it is printed by the end user. The method can further include verification steps for the business client to independently verify the information entered, certification steps for the end user to certify the information entered, and fraud detection elements to protect against altered information on the documents. The printed paper-based document is signed by the end user, and submitted with supporting documentation. When the document is received by the business client, the business client inputs the identification code which is then used to access the stored data, and populate the business client's own database with all of the data used to create the original documents. All data entry is completed and verified by the end user, thus virtually eliminating data entry by the business client.
Inventors
- 👤 William N. Stratigos
- 👤 Richard L. Mann
Bibliographic Details
Application Number
—
Jurisdiction
US
Data Source
google_patents
Last Synchronized
2026-11-09 14:26
CPC Classifications
H; H04; H04N; H04N1/00; H04N1/32; H04N1/32101; H04N1/32128; H04N1/32133; G; G06; G06Q; G06Q10/00; G06Q10/10; G06Q30/00; G06Q30/06; G06Q40/00; G06Q40/03; G06Q40/08; H04N2201/00; H04N2201/32; H04N2201/3201; H04N2201/3225; H04N2201/3226; H04N2201/3233; H04N2201/3269; H04N2201/3271; H04N2201/3274; H04N2201/3276
Claims Analysis
Total Claims: 53
Claim 1
Independent Claim
271 words
A system for electronically generating a paper-based document customized for an individual end user, and for integrating said document with data used to create said document, said system including a computer system comprising: a computer network; a data entry computer connected to said computer network; a transactional network site connected to said computer network, said transactional network site being accessible to said data entry computer through said computer network, said transactional network site having document creation software that is programmed to request document creation data from the end user, and uses at least a portion of said data provided by said end user to create a document that is to be printed for the end user; software operating on the transactional network site for generating a unique identification code, for associating said gathered personalized document creation data with said unique identification code, and for generating a printable rendition of said identification code, said printable rendition of said identification code being provided to said document creation software for printing on said document; a network accessible database for storing at least a portion of said data and said unique identification code associated with said data; a printer for printing at least a portion of said document, said printed document including at least a portion of said data and said unique identification code; a business client network site connected to said computer network, said business client network site capturing said unique identification code, said business client network site using said identification code for automatically accessing at least a portion of said data within said network accessible database and for automatically processing said accessed data.
Claim 2
Independent Claim
271 words
A system for electronically generating a paper-based document customized for an individual end user, and for integrating said document with data used to create said document, said system including a computer system comprising: a computer network; a data entry computer connected to said computer network; a transactional network site connected to said computer network, said transactional network site being accessible to said data entry computer through said computer network, said transactional network site having document creation software that is programmed to request document creation data from the end user, and uses at least a portion of said data provided by said end user to create a document that is to be printed for the end user; software operating on the transactional network site for generating a unique identification code, for associating said gathered personalized document creation data with said unique identification code, and for generating a printable rendition of said identification code, said printable rendition of said identification code being provided to said document creation software for printing on said document; a network accessible database for storing at least a portion of said data and said unique identification code associated with said data; a printer for printing at least a portion of said document, said printed document including at least a portion of said data and said unique identification code; a business client network site connected to said computer network, said business client network site capturing said unique identification code, said business client network site using said identification code for automatically accessing at least a portion of said data within said network accessible database and for automatically processing said accessed data.
Claim 3
Dependent Claim
21 words
The system of claim 1 wherein said printable rendition of said identification code comprises a bar code including said identification code.
Claim 4
Dependent Claim
25 words
The system of claim 2 wherein said software is operable for generating a printable rendition of a fraud detection element for printing on said document.
Claim 5
Dependent Claim
19 words
The system of claim 1 where said printable rendition of said identification code comprises an alphanumeric string of characters.
Claim 6
Dependent Claim
25 words
The system of claim 4 wherein said software is operable for generating a printable rendition of a fraud detection element for printing on said document.
Claim 7
Dependent Claim
25 words
The system of claim 1 wherein said software is operable for generating a printable rendition of a fraud detection element for printing on said document.
Claim 8
Dependent Claim
40 words
In the system of claim 1 , said network accessible database comprising a database connected to said transactional network site, said business client network site using said unique identification code for automatically retrieving said data from said network accessible database.
Claim 9
Dependent Claim
51 words
In the system of claim 1 , said network accessible database comprising a first database connected to said transactional network site, said system further comprising a second database connected to said business client network site, said data and said unique identification code being automatically stored in said first and second databases.
Claim 10
Dependent Claim
24 words
In the system of claim 1 , said document creation software being programmed to actively request personalized document creation data from the end user.
Claim 11
Dependent Claim
18 words
In the system of claim 9 , said document creation data being acquired through a fillable electronic form.
Claim 12
Dependent Claim
18 words
In the system of claim 9 , said document creation data being acquired through an electronic survey questionnaire.
Claim 13
Dependent Claim
21 words
The system of claim 9 wherein said printable rendition of said identification code comprises a bar code including said identification code.
Claim 14
Dependent Claim
19 words
The system of claim 9 where said printable rendition of said identification code comprises an alphanumeric string of characters.
Claim 15
Dependent Claim
25 words
The system of claim 9 wherein said software is operable for generating a printable rendition of a fraud detection element for printing on said document.
Claim 16
Dependent Claim
40 words
In the system of claim 9 , said network accessible database comprising a database connected to said transactional network site, said business client network site using said unique identification code for automatically retrieving said data from said network accessible database.
Claim 17
Independent Claim
226 words
A method of electronically generating a paper-based document and integrating said document with electronic data used to create said document, said method comprising the steps of: providing access to a transactional network site via a computer network, said transactional network site having document creation software that requests document creation data from an end user for use in creating said document and uses at least a portion of said data provided by said end user to create a document that is to be printed for said end user and returned to a business client; gathering said document creation data from said end user and entering said data through said computer network; assigning said gathered data a unique identification code; storing at least a portion of said gathered data and said unique identification code in a network accessible database; generating a printable rendition of said unique identification code; electronically generating a printable rendering of said document to be submitted by said end user to a business client, said document including at least a portion of said gathered data, and said printable rendition of said unique identification code; printing at least a portion said document; submitting said document to said business client; inputting said identification code from said submitted document; and accessing at least a portion of said gathered data from said network accessible database using said identification code.
Claim 18
Independent Claim
226 words
A method of electronically generating a paper-based document and integrating said document with electronic data used to create said document, said method comprising the steps of: providing access to a transactional network site via a computer network, said transactional network site having document creation software that requests document creation data from an end user for use in creating said document and uses at least a portion of said data provided by said end user to create a document that is to be printed for said end user and returned to a business client; gathering said document creation data from said end user and entering said data through said computer network; assigning said gathered data a unique identification code; storing at least a portion of said gathered data and said unique identification code in a network accessible database; generating a printable rendition of said unique identification code; electronically generating a printable rendering of said document to be submitted by said end user to a business client, said document including at least a portion of said gathered data, and said printable rendition of said unique identification code; printing at least a portion said document; submitting said document to said business client; inputting said identification code from said submitted document; and accessing at least a portion of said gathered data from said network accessible database using said identification code.
Claim 19
Dependent Claim
26 words
The method of claim 16 further comprising the step of creating and generating a printable rendition of a fraud detection element for printing on said document.
Claim 20
Dependent Claim
27 words
The method of claim 16 further comprising the step of having said end user acknowledge the correctness of the gathered data prior to printing of the document.
Claim 21
Dependent Claim
49 words
The method of claim 16 wherein said step of gathering said data is completed in a plurality of separate on-line sessions wherein a first portion of said data is entered and saved in a first session, and a second portion of said data is entered in a second session.
Claim 22
Dependent Claim
36 words
In the method of claim 16 , said network accessible database comprising a database connected to said transactional network site, said step of accessing said gathered data comprising retrieving said data from said network accessible database.
Claim 23
Dependent Claim
66 words
In the method of claim 16 , said network accessible database comprising a first database connected to said transactional network site, said system further comprising a second database connected to said business client network site, said data and said unique identification code being automatically stored in said first and second databases, said step of accessing said gathered data comprising accessing said data from said second database.
Claim 24
Dependent Claim
17 words
The method of claim 16 wherein said document creation software actively requests data from said end user.
Claim 25
Dependent Claim
22 words
The method of claim 22 wherein said document creation software actively requests data from said end user through a fillable electronic form.
Claim 26
Dependent Claim
22 words
The method of claim 22 wherein said document creation software actively requests data from said end user through an electronic survey questionnaire.
Claim 27
Independent Claim
283 words
A system for electronically generating a paper-based document customized for an individual end user, and for integrating said document with data used to create said document, said system including a computer system comprising: a computer network; a data entry computer connected to said computer network; a transactional network site connected to said computer network, said transactional network site being accessible to said data entry computer through said computer network, said transactional network site having document creation software that is programmed to request document creation data from the end user, and uses at least a portion of said data provided by said end user to create a customized document that is to be printed by the end user; software operating on the transactional network site for generating a unique identification code, for associating said gathered personalized document creation data with said unique identification code, and for generating a printable rendition of said identification code, said printable rendition of said identification code being provided to said document creation software for printing on said document; a network accessible database for storing at least a portion of said data and said unique identification code associated with said data; a printer in communication with said data entry computer for end user local printing of at least a portion of said document, said printed document including at least a portion of said data and said unique identification code; a business client network site connected to said computer network, said business client network site capturing said unique identification code, said business client network site using said identification code for automatically accessing at least a portion of said data within said network accessible database and for automatically processing said accessed data.
Claim 28
Independent Claim
283 words
A system for electronically generating a paper-based document customized for an individual end user, and for integrating said document with data used to create said document, said system including a computer system comprising: a computer network; a data entry computer connected to said computer network; a transactional network site connected to said computer network, said transactional network site being accessible to said data entry computer through said computer network, said transactional network site having document creation software that is programmed to request document creation data from the end user, and uses at least a portion of said data provided by said end user to create a customized document that is to be printed by the end user; software operating on the transactional network site for generating a unique identification code, for associating said gathered personalized document creation data with said unique identification code, and for generating a printable rendition of said identification code, said printable rendition of said identification code being provided to said document creation software for printing on said document; a network accessible database for storing at least a portion of said data and said unique identification code associated with said data; a printer in communication with said data entry computer for end user local printing of at least a portion of said document, said printed document including at least a portion of said data and said unique identification code; a business client network site connected to said computer network, said business client network site capturing said unique identification code, said business client network site using said identification code for automatically accessing at least a portion of said data within said network accessible database and for automatically processing said accessed data.
Claim 29
Dependent Claim
21 words
The system of claim 25 wherein said printable rendition of said identification code comprises a bar code including said identification code.
Claim 30
Dependent Claim
19 words
The system of claim 25 wherein said printable rendition of said identification code comprises an alphanumeric string of characters.
Claim 31
Dependent Claim
25 words
The system of claim 25 wherein said software is operable for generating a printable rendition of a fraud detection element for printing on said document.
Claim 32
Dependent Claim
23 words
The system of claim 25 wherein said document creation software is programmed to actively request personalized document creation data from said end user.
Claim 33
Dependent Claim
17 words
The system of claim 29 wherein said document creation data is acquired through a fillable electronic form.
Claim 34
Dependent Claim
17 words
The system of claim 29 wherein said document creation data is acquired through an electronic survey questionnaire.
Claim 35
Dependent Claim
17 words
The system of claim 25 wherein said printer is in direct communication with said data entry computer.
Claim 36
Independent Claim
240 words
A method of electronically generating a paper-based document and integrating said document with electronic data used to create said document, said method comprising the steps of: providing access to a transactional network site via a computer network, said transactional network site having document creation software that requests document creation data from an end user for use in creating said document and uses at least a portion of said data provided by said end user to create a document that is to be printed by said end user and returned to a business client; gathering said document creation data from said end user and entering said data through said computer network; assigning said gathered data a unique identification code; storing at least a portion of said gathered data and said unique identification code in a network accessible database; generating a printable rendition of said unique identification code; electronically generating a printable rendering of said document to be submitted by said end user to a business client, said document including at least a portion of said gathered data, and said printable rendition of said unique identification code; printing at least a portion said document wherein said end user locally prints said at least a portion of said document; submitting said document to said business client; inputting said identification code from said submitted document; and accessing at least a portion of said gathered data from said network accessible database using said identification code.
Claim 37
Independent Claim
240 words
A method of electronically generating a paper-based document and integrating said document with electronic data used to create said document, said method comprising the steps of: providing access to a transactional network site via a computer network, said transactional network site having document creation software that requests document creation data from an end user for use in creating said document and uses at least a portion of said data provided by said end user to create a document that is to be printed by said end user and returned to a business client; gathering said document creation data from said end user and entering said data through said computer network; assigning said gathered data a unique identification code; storing at least a portion of said gathered data and said unique identification code in a network accessible database; generating a printable rendition of said unique identification code; electronically generating a printable rendering of said document to be submitted by said end user to a business client, said document including at least a portion of said gathered data, and said printable rendition of said unique identification code; printing at least a portion said document wherein said end user locally prints said at least a portion of said document; submitting said document to said business client; inputting said identification code from said submitted document; and accessing at least a portion of said gathered data from said network accessible database using said identification code.
Claim 38
Dependent Claim
26 words
The method of claim 33 further comprising the step of creating and generating a printable rendition of a fraud detection element for printing on said document.
Claim 39
Dependent Claim
27 words
The method of claim 33 further comprising the step of having said end user acknowledge the correctness of the gathered data prior to printing of the document.
Claim 40
Dependent Claim
36 words
In the method of claim 33 , said network accessible database comprising a database connected to said transactional network site, said step of accessing said gathered data comprising retrieving said data from said network accessible database.
Claim 41
Dependent Claim
17 words
The method of claim 33 wherein said document creation software actively requests data from said end user.
Claim 42
Dependent Claim
22 words
The method of claim 37 wherein said document creation software actively requests data from said end user through a fillable electronic form.
Claim 43
Dependent Claim
22 words
The method of claim 37 wherein said document creation software actively requests data from said end user through an electronic survey questionnaire.
Claim 44
Dependent Claim
17 words
The method of claim 33 wherein said printer is in direct communication with said data entry computer.
Claim 45
Dependent Claim
29 words
The system of claim 1 wherein said printer is in direct communication with said data entry computer and said end user prints at least a portion of said document.
Claim 46
Dependent Claim
16 words
The system of claim 41 wherein said end user submits said document to said business client.
Claim 47
Dependent Claim
11 words
The system of claim 42 wherein said document includes a signature.
Claim 48
Independent Claim
35 words
The method of 16 wherein said printer is in direct communication with said data entry computer and said step of printing at least a portion of said document is carried out by said end user.
Claim 49
Independent Claim
35 words
The method of 16 wherein said printer is in direct communication with said data entry computer and said step of printing at least a portion of said document is carried out by said end user.
Claim 50
Dependent Claim
22 words
The method of claim 44 further comprising the step of signing the document prior to submitting the document to said business client.
Claim 51
Dependent Claim
16 words
The system of claim 25 wherein said end user submits said document to said business client.
Claim 52
Dependent Claim
11 words
The system of claim 46 wherein said document includes a signature.
Claim 53
Dependent Claim
22 words
The method of claim 33 further comprising the step of signing the document prior to submitting the document to said business client.
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USPTO Annuity & Maintenance Windows
| Annuity Stage | Window Opens | Payment Deadline | Surcharge Period Until | Estimated Fee | Status |
|---|---|---|---|---|---|
| 3.5 Years (Year 4) | 2007-04-20 | 2007-10-20 | 2008-04-20 | $2000.00 | Window Closed / Lapsed |
| 7.5 Years (Year 8) | 2011-04-20 | 2011-10-20 | 2012-04-20 | $3760.00 | Window Closed / Lapsed |
| 11.5 Years (Year 12) | 2015-04-20 | 2015-10-20 | 2016-04-20 | $7700.00 | Window Closed / Lapsed |