Patent ID: 9058606
Filing Date: 2015-06-16
Classification: G06F,G06Q,G06T

Abstract:
1. A method forming an accelerated compliance plan with a graphic visualization, wherein the method comprises: using an administrative processor in communication with an administrative data storage connected to a network to: communicate with a third party provider server having a third party processor connected to the network and to a third party data storage comprising a plurality of validated citations; form a client file with a client file identifier; form a client profile comprising at least one dynamic editable field; form a dynamic regulatory controls library in the administrative data storage comprising: compare information stored in a specific client profile to corresponding information stored in the at least one citation starter set and identify a matching citation starter set having a greatest relevance to the specific client profile, and then associate the matching citation starter set with the specific client profile, thereby creating an associated citation starter set for each client profile; form a dynamic record series library comprising a plurality of record series, wherein each record series of the plurality of record series comprises: an operational function and at least one citation set; compare the associated citation set for each client profile to the at least one citation set of each record series of the plurality of record series; identify a matching record series with the greatest relevance to each client profile; associate a matching record series with the greatest relevance to each client profile; create an accelerated compliance plan, wherein the accelerated compliance plan comprises a client specific editable records retention plan; identify a retention period of each citation set by calculating the longest retention period cited in each matching record series, automatically proposing a retention period for each matching record series when no key citation is identified and selecting the longest records retention period of the key citation when at least one key citation exists for each matched record series; connect to the third party provider server and importing citations absent from the matching record series and displaying a first visual indicator for imported citations; associate imported citations with the accelerated compliance plan; delete invalid citations from the accelerated compliance plan; transmit information about the associated or deleted citations to at least one client device; transmit information about citations in the dynamic regulatory controls library that are: new, changed, validated, or rejected during a selectable 24 month period, wherein a second visual indicator is displayed and the second visual indicator is updated each time communication is established with the third party provider server; display a visual change marker for citations in the accelerated compliance plan each time a citation is new, changed, validated or rejected within 24 months of a creation date of the accelerated compliance; calculate a retention period for: transmit the calculated retention periods to a client device; and store the accelerated compliance plan for each client profile in the administrative data storage.