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Method of obtaining an electronically-stored financial document

DC CAFC
  • US 9,141,612 B2
  • Filed: 03/15/2013
  • Issued: 09/22/2015
  • Est. Priority Date: 04/13/1999
  • Status: Expired due to Fees
First Claim
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1. A method of accessing an electronically-stored financial document from one of a first storage system and a second storage system with the first and second storage systems being different from each other wherein the first and second storage systems each include a plurality of financial documents stored therein and wherein each of the financial documents has an electronic image and is associated with at least one specific document parameter, said method comprising the steps of:

  • storing a plurality of images of the financial documents in a first fixed medium at the first storage system when the specific document parameter of the financial document is greater than a predetermined parameter, wherein the predetermined parameter includes a pre-selected numerical record date;

    storing a plurality of images of the financial documents in a second fixed medium at the second storage system when the specific document parameter of the financial document is less than or equal to the predetermined parameter;

    utilizing a processor that has access to the first and second storage systems;

    receiving a request for an image of one of the stored financial documents into the processor;

    comparing the specific document parameter of the requested financial document to the predetermined parameter to determine if the specific document parameter is greater than, less than, or equal to the predetermined parameter after the request has been received, wherein the specific document parameter of the financial document is a particular numerical sequence associated with the specific document parameter, and wherein the particular numerical sequence of the financial document includes a record date of the financial document;

    accessing the first storage system when the specific document parameter is greater than the predetermined parameter and accessing the second storage system when the specific document parameter is less than or equal to the predetermined parameter; and

    retrieving the image of the requested financial document from the accessed storage system as defined by the received request.

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