US 11,995,131 B2
Document management platform
Dianhai Du, Plano, TX (US); Abhinav Sharma, Flower Mound, TX (US); Billy Jack Hall, Homer, LA (US); Arvind Tangirala, Herndon, VA (US); John F. Grisamore, Wylie, TX (US); Subramanyam Jayaraman, Potomac, MD (US); and Balaraju Gujjari, Little Elm, TX (US)
Assigned to Capital One Services, LLC, McLean, VA (US)
Filed by Capital One Services, LLC, McLean, VA (US)
Filed on May 11, 2021, as Appl. No. 17/302,711.
Prior Publication US 2022/0365981 A1, Nov. 17, 2022
Int. Cl. G06F 16/93 (2019.01); G06F 16/21 (2019.01)
CPC G06F 16/93 (2019.01) [G06F 16/219 (2019.01)] 19 Claims
OG exemplary drawing
 
1. A system for document management, the system comprising:
one or more memories; and
one or more processors, communicatively coupled to the one or more memories, configured to:
receive, from an application, a request for a plurality of documents that are associated with an individual or entity,
wherein the request for the plurality of documents identifies for a document, of the plurality of documents, a document source that is a fulfillment channel to obtain the document;
perform a search for the plurality of documents in a plurality of document repositories based on metadata,
wherein metadata includes one or more of:
a document type, or
one or more document attribute variables,
wherein the plurality of document repositories store documents responsive to requests of the application and responsive to requests of at least one other application, and
wherein the plurality of document repositories are independent of the application requesting the documents;
store, based on a determination that a first document, of the plurality of documents, is available in a document repository, of the plurality of document repositories, information indicating that the first document is available in the document repository;
determine, based on a determination that a second document associated with the first document, of the plurality of documents, is not available in the plurality of document repositories, a procedure that is to be used for obtaining the second document, wherein the procedure includes:
transmitting a request to upload the second document, and
transmitting a request indicating that the second document is to be electronically signed by the individual or entity;
obtain, after transmitting the request, the second document that has been electronically signed; and
store information indicating that the second document is available in one of the plurality of document repositories.