Document Uploading, Scanning, Importing, and Indexing

As part of a full solution implementation, XDEX can ingest documents out of business workflows in multiple ways. The various ways documents get into the XDEX system can be customized.

The current document sources supported are:

  • Web – HTML forms with a Browse button that will open the file dialog when clicked to allow selection of files in the user’s computer to be uploaded as documents.
  • POP3 email – Provide the email, server and credential of a POP3 based email to be scanned periodically for email. The body of the email is uploaded as a document and the attachments of the email are uploaded as separate documents.
  • IMAP email – Same as the POP3 email source but for email accounts using the IMAP protocol.
  • Watch folder – A filesystem folder that is scanned periodically for files. Any file in the watch folder is automatically uploaded. When the upload for a file is completed, the file is removed from source folder.
  • Staging folder – Folder where networked attached scanned can save image files. The files in these staging folders are scanned and a preview is generated to help the process of upload. Staging folders and Watch folders work in a similar way with the main difference being that Staging folders are interactive while Watch folders are automatic; documents in a Watch folder are uploaded periodically and documents in a Staging folder remain indefinitely there until an user uploads them.
  • A preview for files in a Staging folder is also provided. An example of Staging folder use is when multiple people are scanning documents but only one person must be allowed to upload those documents. This one person examines the scans quality and decides what to upload and what to reject and have re-scanned. Watch folders can be used when the quality of the scans is irrelevant or when they will be known to be of good quality, such as when receiving e-faxes as PDFs.
  • Document sources can be configure to allow document bundles to uploaded as compressed files which are decompressed and their content uploaded as separate documents. This feature is useful when migrating from another document manager system.

Document Indexing

  • Optimizing sorting of data and documents across XDEX is made easier with the Document Indexing features.
  • Indexes are an automatic method to hierarchically organize documents in relation to their properties (metadata, label, MIME type, etc) across the XDEX network.

Advanced Search

  • The XDEX Advanced Search system allows network-wide searching of documents, document content, vaults, metadata, users and more.
  • Based on the Access Control system, users can only search and see objects they’ve been granted permission to access.

Asset Transfers & Payments


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Encrypted Document Vaults

Similar to a file storage folder, vaults are a multi-level method to organize documents. Each vault can contain documents as well as other sub level vaults. Vaults are also assigned a vault type. The vault type helps determine the kinds of documents that can be loaded into the vault itself:
  • identity
  • entity
  • asset
  • transaction

Blockchain Ledger

  • At the XDEX core is an industrial strength distributed ledger and data consortium of interconnected, cooperative partners. These partners support the distributed ledger data ecosystem through the operation of server nodes.
  • The core production blockchain is a decentralized protocol based on Delegated Proof of Stake consensus (DPoS). DPoS powers half of the transactions of all blockchains in existence. Also one of the fastest, it can scale beyond VISA transaction or NASDAQ trade volumes to 100k transactions/second with the network infrastructure to support it.
  • When paired with a separate audit chain ledger for reporting and metadata storage, XDEX is one of the most advanced, enterprise-grade blockchain frameworks.
  • The immutability and security provided by XDEX ensures data availability across multiple organizations and industry value chains.

Key Management & Custody

  • XDEX has a robust key management system that provides users with the ability to import and manage public and private keys for key signing and access control function.
  • Users can even import keys from public key servers directly into their account for management.
  • The system also enables third-party custodians to create and distribute keys to users, as well as managing existing keys on user’s behalf. This is important for emerging standards in depository trust and banking functions.

Identity Management

  • Personal & organization accounts require full identity verification for permissioned access.
  • Integrate 3rd party KYC/AML verification services for global financial compliance.
  • Every account can be controlled by any weighted combination of other accounts and private keys to create a hierarchical structure that reflects how permissions are organized in real life.
  • The identity document system is integrated into the access control and event logging for bank grade identity management that includes storing internal communication about verification processes.
  • The identity system can also be connected to 3rd party verification services.

Market Order Trade Data

  • The Market Order Trade Data system captures financial transaction information between buyers and sellers of assets on the XDEX network. This becomes asset metadata that persists with the life of the asset as opposed to being limited to just individual accounts.
  • Under proper regulatory regimes, may access a full order matching system to enable peer-to-peer decentralized trading. The order book instantly matches orders between buyers and sellers to facilitate transactions without 3rd party exchange or intermediary involvement.

Event Logging

  • One of the most powerful and unique features of XDEX is the event logging system. Literally every action taken by every user of the network is appended to the event system, hashed and then written to the blockchain ledger as an immutable, distributed audit trail.
  • Among other benefits, this provides a highly secured form of automated trust that eliminates the need for 3rd party manual forensic audits.

Collaboration Tools

  • XDEX has an internal commenting system for documents for authorized users to collaborate. Comments are also hashed as encrypted document metadata and written to the blockchain ledger.
  • Users can track documents and associated communication as part of standard workflow processes. Aside from the useful nature of collaborative workflow, this can also be important for regulatory examinations such KYC/AML look backs.