Document management system

Abstract

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.

What is claimed is: 
     
         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.