METHOD AND SYSTEM FOR A SECURE DIGITAL REPOSITORY FOR ALL CUSTOMER DOCUMENTS, WITH A DOCUMENT INHERITANCE FACILITY

摘要

A system and method are disclosed for a secure digital repository for all of customer's documents in a secure, easily retrievable digital form. The system gathers documents in paper and electronic form from the customer and institutions with whom the customer is associated, reads the documents to create a calendar with automated reminders for the customer, and establishes an automated system to detect death and other significant events, and to disburse documents to persons inheriting them as directed by the customer.

主权项

1. A method, performed by at least one electronic device having a processor and a memory and connected to a network, for managing customer documents, comprising:
receiving customer account data for a customer via said network; creating a customer account for said customer; obtaining third-party user account information via said network; using said third-party user account information, requesting documents from other electronic devices coupled to said network; receiving customer documents in electronic form via said network; capturing paper documents optically using optical data entry means coupled to said electronic device or devices and transforming the digital images thus created into electronic documents; maintaining said documents in said memory; and publishing said documents to a client device via said network as authorized by said customer.