Karen W Heuberger

US Patent:

20110191145, Aug 4, 2011

Filed:

Feb 2, 2010

Appl. No.:

12/698685

Inventors:

Bryan Ford - Allen TX, US
Susan K. Goodman - Mount Vernon NY, US
Kirk A. Halliburton - Charlotte NC, US
Karen W. Heuberger - Charlotte NC, US
Sherrye C. Banker Hoagland - Belmont NC, US
Robert S. Louer - Charlotte NC, US
Carlisle Rice - Charlotte NC, US
David A. Uitemarkt - Chicago IL, US

Assignee:

Bank of America Corporation - Charlotte NC

International Classification:

G06Q 10/00
G06Q 99/00

US Classification:

705 738, 705342, 705317

Abstract:

Record management of a business unit is aligned to a digital records policy of a business enterprise. The digital records policy may require process, technology and cultural changes to shift from paper to digital records management. Paper intensive processes tend to have a number of economic, environmental, and operational disadvantages. In addition, government regulations are increasingly requiring businesses to be able to locate and retrieve information quickly. An implementation document contains information about a business process so that a business process supporting digital records may be compared with a digital records policy of the business enterprise. If there are any gaps between the business process and the digital records policy, an action plan may be constructed in order to eliminate or mitigate the gaps. Also, the economic benefits for a business unit migrating to digital records may be analyzed by a business case wizard tool.

US Patent:

20160110668, Apr 21, 2016

Filed:

Dec 28, 2015

Appl. No.:

14/980509

Inventors:

- Charlotte NC, US
Susan K. Goodman - Mount Vernon NY, US
Kirk A. Halliburton - Charlotte NC, US
Karen W. Heuberger - Charlotte NC, US
Sherrye C. Banker - Belmont NC, US
Robert S. Louer - Charlotte NC, US
Carlisle Rice - Katy TX, US
David A. Uitemarkt - Chicago IL, US

International Classification:

G06Q 10/06
G06Q 30/00
G06F 17/30

Abstract:

Record management of a business unit is aligned to a digital records policy of a business enterprise. The digital records policy may require process, technology and cultural changes to shift from paper to digital records management. Paper intensive processes tend to have a number of economic, environmental, and operational disadvantages. In addition, government regulations are increasingly requiring businesses to be able to locate and retrieve information quickly. An implementation document contains information about a business process so that a business process supporting digital records may be compared with a digital records policy of the business enterprise. If there are any gaps between the business process and the digital records policy, an action plan may be constructed in order to eliminate or mitigate the gaps. Also, the economic benefits for a business unit migrating to digital records may be analyzed by a business case wizard tool.