Sherry Comes

US Patent:

7933860, Apr 26, 2011

Filed:

May 27, 2008

Appl. No.:

12/127767

Inventors:

Carol Vaughn Asselstine - Edina MN, US
Sherry Comes - Castle Rock CO, US
Jason A. Erickson - Frisco TX, US
Suzan Gail Kaufmann - Roseville MN, US
Stuart A. Mears - East Sussex, GB
Todd A. Nowacki - Minneapolis MN, US
James C. Peterson - Lindstrom MN, US

Assignee:

Ameriprise Financial, Inc. - Minneapolis MN

International Classification:

G06F 15/16
G06F 15/173

US Classification:

707206, 709217, 709225, 709246

Abstract:

The system receives an electronic communication, reviews the electronic communication to determine content of the electronic communication, applies rules to the content to determine a category associated with the electronic communication, wherein the rules relate to at least one of federal law, federal government regulations, state law, state government regulations, industry standards and administrative policies; and, stores the electronic communication based on the category.

US Patent:

20050108435, May 19, 2005

Filed:

Aug 13, 2004

Appl. No.:

10/918558

Inventors:

Todd Nowacki - Minneapolis MN, US
James Peterson - Lindstrom MN, US
Stuart Mears - Scottsdale AZ, US
Jason Erickson - Phoenix AZ, US
Sherry Comes - Castle Rock CO, US
Suzan Kaufmann - Roseville MN, US
Carol Asselstine - Edina MN, US

International Classification:

G06F015/16
G06F017/30
H04M011/00

US Classification:

709246000, 707010000

Abstract:

There is provided a method and system for archival and retrieval of communications and related documents that uses hardware and software to selectively monitor, capture, catalog and retrieve electronic communications and documents relating to the business of employees or individuals of the organization to effectively comply with applicable regulations, such as governmental regulations. Archived electronic communications and information are stored in a third party archiving system and accessible by authorized individuals using a secure network connection, such as an intranet web-service or web interface, or an online browser connection to search and retrieve selected archived data and information. The system and method for archiving and retrieving communications is advantageously implemented in an organization having a large volume of electronic communications and storage requirements.