WO2002071201A1 - Method and apparatus for electronic document exchange - Google Patents
Method and apparatus for electronic document exchange Download PDFInfo
- Publication number
- WO2002071201A1 WO2002071201A1 PCT/US2001/006752 US0106752W WO02071201A1 WO 2002071201 A1 WO2002071201 A1 WO 2002071201A1 US 0106752 W US0106752 W US 0106752W WO 02071201 A1 WO02071201 A1 WO 02071201A1
- Authority
- WO
- WIPO (PCT)
- Prior art keywords
- document
- relationship
- documents
- dtd
- parties
- Prior art date
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Classifications
-
- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04L—TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
- H04L63/00—Network architectures or network communication protocols for network security
- H04L63/04—Network architectures or network communication protocols for network security for providing a confidential data exchange among entities communicating through data packet networks
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/02—Marketing; Price estimation or determination; Fundraising
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- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04L—TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
- H04L2463/00—Additional details relating to network architectures or network communication protocols for network security covered by H04L63/00
- H04L2463/102—Additional details relating to network architectures or network communication protocols for network security covered by H04L63/00 applying security measure for e-commerce
Definitions
- An electronic commerce network enables corporations to transact business over the Internet or other Networks.
- a characteristic of this environment is that each party employs one or more systems, services and protocols to support processes within their organization.
- Another characteristic is that documents and document structures differ according to the context of the prevailing relationship between two or more parties using the document. For example, an order document is regarded and processed differently when viewed from a manufacturing context than from an accounts receivable or an employee commission context.
- US 5,878,398 (Tokuda et al) teaches the routing of documents between document type and the associated users or departments of that document. This routing method is simplistic and does not take into account different types of recipients and their respective needs in the context of the document. For example, an Order Form coming from an external party may need to be handled by several parties simultaneously. The sales department, the purchasing department and the accounts department may need knowledge of the document. This invention only provides for serial routing of documents, and not multiple parallel paths for the document. US 5,557,70 (Edwards et al) teaches document structure for meaning within the
- EDI Electronic Data Interchange
- the data dictionary is previously defined and uses a simple translation technique to move between standardized EDI documents and internal data formats. This does not allow a document to be routed within the context of the relationship with the third party and does not allow the flexibility of definingmeaning and logic for documents.
- US 5,983,248 (DeRose et al) teaches the means for indexing, navigating, and displaying electronic documents on an output device.
- the descriptive markup describes the content and the meaning of "tagged" data within the document. However, it does not provide for the logical use of that document. For example, although it may describe the fact that it is a purchase order, and that a purchase order has various fields of data, and that data can be represented by a tree, and that tree is displayable, it does not provide for the logic of what to do with that document.
- the present invention provides a system and method for electronic exchange and processing of documents, using standard protocols, via private and public communications networks.
- Each participating organization defines a relationship to other organizations, including security rules (model), definitions for documents exchanged with other organizations, and rules (decision templates) for processing each document type.
- security rules model
- definitions for documents exchanged with other organizations and rules (decision templates) for processing each document type.
- decision templates rules for processing each document type.
- the security model As documents are exchanged between organizations, the security model, the document definitions and associated decision templates manage and control the flow and processing of exchanged documents. Accordingly, besides the several objects and advantages of the invention described above, several objects and advantages of the present invention are now described.
- the system and method facilitate commercial transactions over a computer driven network capable of providing communications between at least two parties.
- Another object is to provide an electronic computer architecture that accommodates a wide variety of commerce transactions including those that are now currently physical in nature.
- Another object is to provide a means for transmitting and receiving XML documents over a public or private infrastructure reliably and securely.
- Another object is to provide a means to associate logic to data documents within the context of relationships between two or more parties.
- FIG 1 is a diagram of the environment and major components of electronic document exchange
- FIG 2 is a diagram of the organizational container, the relationship container and the document definitions and decision templates
- FIG 3 is a flow diagram on the creation of organizational containers
- FIG 4 is a flow diagram on the creation of the relationship container
- FIG 5 is a flow diagram on adding document adding decision trees to document definitions within a relationship container
- FIG 6 is a flow diagram of how an incoming document is handled. DETAILED DESCRIPTION OF THE INVENTION
- Each system is similarly configured, 122, with web servers 110, document servers 112, security monitors, e.g. "firewalls" 114, production systems 116, location / department, etc. document servers, and intranet web servers 120. (Not all components may be in all systems.)
- URL Universal Reference Locator
- the URL allows one computer within the Internet to request and receive a specific file from another computer connected to the Internet. These individual files may be public or protected by userid/password combinations.
- this technique is used for one customer system to access document and document information within another computer, including document interchange.
- Each participating organization defines an "organizational container" 204 for each other participating organization. If there are N participating organizations, each organization will have N-l containers, one for each of the others.
- An organizational container consists of a security model 206 which gives the rules for document exchange to that organization. These rules may include rules such as "free exchange of all documents”, “classified documents may not be sent or received”, “order documents only”, or "documents may be received and not sent”.
- the container has one document definition (Document Type Definition or "DTD") 208 for each document type exchanged with the organization.
- This document type definition defines what data elements can and must be included in the document.
- a decision template 210 Associated with each DTD 208 is a decision template 210.
- the decision template 210 contains the logic of how the document is to be handled once received.
- the invention takes place in two phases: the definition of organizations and organizational containers; and the interchange of documents between organizations once defined.
- the first phase is shown in figures 3-5.
- Fig 3 shows how the third party organization container is created.
- the user firstly adds a new organization 300.
- the user then enters the default URL and user password combination 302. If the URL and user password combination is not accepted 304 then it is rejected 312. If it is accepted then the details are either retrieved from the remote server or inputted by the user 306.
- the information is then tested for validity 308. If the information is incorrect, then the details are requested from the user. If the information is correct, the organization container is stored on the server 310.
- the URL of the document server on the remote organization's document server is stored on each other computer which has a relation with the organization.
- Fig 4. This shows how relationships are created inside organization containers.
- the organization container previously created is selected 400.
- the new relationship is added 402.
- document definitions (DTD) URLs are added 404.
- the URL is then tested to see if the DTD is available and valid 406. If valid then the security model is requested. This can be the default or a alternate model inputted 408 by the user. If there are more DTD's to add then these are added as well.
- the relationship is then stored on the server.
- each relationship between the organizations is defined, including security rules used between the organizations.
- Fig 5. This shows the addition of a decision tree to a document definition.
- the user selects the organization container 500, then selects the relationship within the organization 502. Then the user selects the document definition previously added to the relationship container 504. A decision tree is then added to the document definition 506. This can be created or a previously created definition may be used. If there are more definitions, then they are also added 508. The relationship is then saved on the server.
- each of the organizations are defined and each of the relationships between organizations are defined.
- the relationship defines the security rules between organizational pairs, documents exchanged between the organizations, and the decision tree used to process each document received. This information is stored on servers within the Internet as documents, identified by a URL and possibly protected by userid/password.
- Phase two consists of the interchange of documents between the organizations set up in phase 1.
- FIG. 6 It shows the path an incoming document 600 takes.
- the document is received and the document definition type is extracted from the document 610.
- the sending organization is identified from information in the DTD.
- the predefined relationship with that organization is then found 620.
- the decision tree is extracted 640.
- the tree is then executed 650.
- the result set is the extracted from the server 660.
- the result set is marked up 680 and the output document 690 is dispatched.
- the present invention provides the ability to tailor business rules and logic depending on the context of the document within the relationship with a third party. This allows for many different documents to be handled with out the need for coding each document instance.
- the preferred embodiment provides the ability to transact business between a multiplicity of partners within the instance of a transaction, have a multiplicity of relationships within the instance of a transaction, and have a multiplicity of decisions within the instance of a transaction.
- the ability to provide extensible business logic through compound templates will allow businesses to greatly improve the automation of business transactions and reduce the cost of those transactions.
- the present invention provides a method and apparatus for the movement of any types of business to business or business to consumer document or group of documents to assist in transactions or information dissemination.
- Exchange could be used as a means to facilitate the exchange and conversion of a document from one definition to another. It can be used to serve clients as well as other servers or any remote application that wishes to move electronic documents.
- Electronic Document Exchange lends itself to: a) conversion of documents between definitions; b) It lends itself to business document aggregation wherein multiple documents form the instance of the relationship between a multiplicity of parties; c) It lends itself for multiple documents within a single transaction or common transactions; and d) it lends itself to handle multiple language documents. Accordingly, the scope of the invention should be determined not by the embodiments illustrated, but by the appended claims and their legal equivalents.
Abstract
Description
Claims
Priority Applications (1)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
AU2001243386A AU2001243386A1 (en) | 2001-02-28 | 2001-03-02 | Method and apparatus for electronic document exchange |
Applications Claiming Priority (3)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US09/795,790 | 2001-02-28 | ||
US09/795,790 US20010027459A1 (en) | 1999-12-03 | 2001-02-28 | Method and apparatus for electronic document exchange |
US18601401P | 2001-03-01 | 2001-03-01 |
Publications (2)
Publication Number | Publication Date |
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WO2002071201A1 true WO2002071201A1 (en) | 2002-09-12 |
WO2002071201A8 WO2002071201A8 (en) | 2002-10-24 |
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Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
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PCT/US2001/006752 WO2002071201A1 (en) | 2001-02-28 | 2001-03-02 | Method and apparatus for electronic document exchange |
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WO (1) | WO2002071201A1 (en) |
Cited By (1)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
FR2927711A1 (en) * | 2008-02-19 | 2009-08-21 | B2Boost Com | DEVICE FOR EXCHANGING DOCUMENTS BETWEEN TWO PARTS THROUGH A NETWORK |
Citations (2)
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US5740425A (en) * | 1995-09-26 | 1998-04-14 | Povilus; David S. | Data structure and method for publishing electronic and printed product catalogs |
US5966531A (en) * | 1989-07-27 | 1999-10-12 | Reuters, Ltd. | Apparatus and method for providing decoupled data communications between software processes |
-
2001
- 2001-03-02 WO PCT/US2001/006752 patent/WO2002071201A1/en active Application Filing
Patent Citations (2)
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US5966531A (en) * | 1989-07-27 | 1999-10-12 | Reuters, Ltd. | Apparatus and method for providing decoupled data communications between software processes |
US5740425A (en) * | 1995-09-26 | 1998-04-14 | Povilus; David S. | Data structure and method for publishing electronic and printed product catalogs |
Non-Patent Citations (1)
Title |
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LEE T. ET AL.: "Information integration with attribution support for corporate profiles", ACM CONFERENCE AND INFORMATION AND KNOWLEDGE MANAGEMENT, November 1999 (1999-11-01), pages 423 - 429, XP002943278 * |
Cited By (2)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
FR2927711A1 (en) * | 2008-02-19 | 2009-08-21 | B2Boost Com | DEVICE FOR EXCHANGING DOCUMENTS BETWEEN TWO PARTS THROUGH A NETWORK |
WO2009104098A1 (en) * | 2008-02-19 | 2009-08-27 | B2Boost.Com | Device for exchanging documents between two parties through a network |
Also Published As
Publication number | Publication date |
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WO2002071201A8 (en) | 2002-10-24 |
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