Abstract: Systems and methods for managing documents are described. A system comprises one or more modules to present controls that reflect a hierarchy of documents available for online delivery, receive an indication of selected controls, and manage online document delivery (ODD) using the indication. A system for presenting a single-page ODD sign-up, comprises one or more modules to identify a user of an online system, determine a financial account associated with the user, and present a hierarchical control, including the financial account, in the single page to the user. A system comprises one or more modules to receive, from a support representative, a user's preference associated with ODD; receive, from an online interface, an indication that the user accepts an agreement associated with ODD; and manage ODD using the indicia reflecting the user's preference after the indication that the user agreed to the agreement has been received. Other embodiments are described.

Abstract: A user retains access to a document previously generated or received by an institution system and stored in encrypted form in storage of the institution system or another entity associated with the institution system. However, the institution system does not have access to the document (in readable form) after an expiration of an amount of time. The document is encrypted in such a manner that only the user can decrypt the document, but the institution system cannot decrypt it. In this manner, the institution system may meet business or regulatory requirements or policies directed to discarding (i.e., purging) the document after a predetermined amount of time, but can still provide secure storage of the document in encrypted form to the user independent of the business or regulatory requirements or policies that mandate purging the document.

Abstract: The present invention provides a system and method of providing electronic access to one or more documents. In one embodiment, a storage device retains eligibility information relating to each document. Eligibility information provides the system with information such as the document type, the applicable line of business, governmental regulations, time sensitive information, and security requirements. If a given document is determined to be eligible, the processing unit of the present invention retrieves one or more preference instructions provided by the customer. The preference instructions are reviewed to confirm 1) whether the customer has authorized electronic access to a given document and 2) the mode of electronic transmission favored by the customer. In one embodiment, the present invention is connected to a computer network such that the customer may be provided electronic access to his or her documents through a web interface.

Abstract: The present invention provides a system and method of providing electronic access to one or more documents. In one embodiment, a storage device retains eligibility information relating to each document. Eligibility information provides the system with information such as the document type, the applicable line of business, governmental regulations, time sensitive information, and security requirements. If a given document is determined to be eligible, the processing unit of the present invention retrieves one or more preference instructions provided by the customer. The preference instructions are reviewed to confirm 1) whether the customer has authorized electronic access to a given document and 2) the mode of electronic transmission favored by the customer. In one embodiment, the present invention is connected to a computer network such that the customer may be provided electronic access to his or her documents through a web interface.

Abstract: The present invention provides a system and method of providing electronic access to one or more documents. In one embodiment, a storage device retains eligibility information relating to each document. Eligibility information provides the system with information such as the document type, the applicable line of business, governmental regulations, time sensitive information, and security requirements. If a given document is determined to be eligible, the processing unit of the present invention retrieves one or more preference instructions provided by the customer. The preference instructions are reviewed to confirm 1) whether the customer has authorized electronic access to a given document and 2) the mode of electronic transmission favored by the customer. In one embodiment, the present invention is connected to a computer network such that the customer may be provided electronic access to his or her documents through a web interface.