Electronic discovery insight tool

• US 10,135,800 B2
• Filed: 06/24/2015
• Issued: 11/20/2018
• Est. Priority Date: 06/24/2015
• Status: Active Grant

• Current Assignee: Ricoh Company Limited
• Original Assignee: Ricoh Company Limited
• Inventors: Jarroush, Bernard
• Primary Examiner(s): Patel, Manglesh M
• Application Number:
  US14/749,609
• Publication Number:
  US 20160380990A1
• Time in Patent Office: 1,245 Days
• Field of Search: 715208, 715200, 715229, 715744, 715255
• CPC Class Codes: G06F 16/25 Integrating or interfacing systems involving database management systems
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus

Abstract

An electronic discovery insight tool is presented. The tool is implemented in an apparatus comprising one or more processors, one or more memories communicatively coupled to the one or more processors and storing instructions which, when processed by the one or more processors, cause: displaying, on a user display device: an interactive object for selecting one or more data collections, a selectable search object for selecting search functionalities, a selectable report object for selecting report functionalities, and a selectable tag management object for selecting tag management functionalities; receiving, from a user via the interactive object, a selection of a data collection from the one or more data collections; in response to receiving the selection of the data collection: accessing the data collection to make the data collection available a user invoking one or more of: to the search functionalities, the report functionalities, or the tag management functionalities.

Claims

1. One or more non-transitory computer-readable storage media for providing an improvement in searching, reporting and tagging services that are implemented in electronic discovery insight tools, the one or more non-transitory computer-readable media, the computer-readable storage media storing instructions which, when processed by one or more processors, cause the one or more processors to perform:

prior to searching, reporting or tagging any data collection;

displaying on a user display device;

an interactive object for selecting a data collection from a plurality of data collections,

a selectable search object icon for selecting search functionalities that are customizable for each data collection selected from the plurality of data collections,

a selectable report object icon for selecting report functionalities that are customizable for each data collection selected from the plurality of data collections, and

a selectable tag management object icon for selecting tag management functionalities that are customizable for each data collection selected from the plurality of data collections;

prior to searching, reporting or tagging any data collection;

receiving, from a user via the interactive object, a selection of a particular data collection from the plurality of data collections;

prior to searching, reporting or tagging any data collection;

in response to receiving the selection of the particular data collection;

accessing the selected particular data collection;

generating customized search functionalities by modifying a search interface based on the selected particular data collection, wherein the customized search functionalities are distinct from customizations for other data collections from the plurality of data collections,

generating customized report functionalities by modifying a report interface based on the selected particular data collection, wherein the customized report functionalities are distinct from customizations for other data collections from the plurality of data collections,

generating customized tag management functionalities by modifying a tag interface based on the selected particular data collection, wherein the customized tag management functionalities are distinct from customizations for other data collections from the plurality of data collections, and

making the customized search functionalities, the customized report functionalities, or the customized tag management functionalities available for selection when the user selects the selectable search object icon, the selectable report object icon, or the selectable tag management object icon, respectively;

receiving a request for searching, reporting or tagging the particular data collection;

in response to receiving the request for searching, reporting or tagging the particular data collection;

providing the customized search functionalities that are customized for searching the particular data collection,

providing the customized report functionalities that are customized for reporting the particular data collection, or

providing the customized tag management functionalities that are customized for tagging the particular data collection.

2. The one or more non-transitory computer-readable storage media of claim 1, wherein the selected particular data collection is one of data collections that comprise one or more logical data collections, each logical data collection associated with one or more of:

a database, a case, a project, or report data.

3. The one or more non-transitory computer-readable storage media of claim 1, storing additional instructions which, when processed by one or more processors, cause:

in response to receiving the selection of the data collection;

receiving, from the user, a selection of the selectable search object icon for selecting the search functionalities;

in response to receiving the selection of the selectable search object icon;

generating and customizing a search menu for providing the search functionalities for performing one or more searches on data included in the data collection; and

displaying the search menu on the user display device.

4. The one or more non-transitory computer-readable storage media of claim 1, storing additional instructions which, when processed by one or more processors, cause:

in response to receiving the selection of the data collection;

receiving, from the user, a selection of the selectable report object icon for selecting the report functionalities;

in response to receiving the selection of the selectable report object icon;

generating and customizing a report menu providing the report functionalities for generating one or more reports based on data included in the data collection; and

displaying the report menu on the user display device.

5. The one or more non-transitory computer-readable storage media of claim 1, storing additional instructions which, when processed by one or more processors, cause:

in response to receiving the selection of the data collection;

receiving, from the user, a selection of the selectable tag management object icon for selecting the tag management functionalities;

in response to receiving the selection of the selectable tag management object icon;

generating and customizing a tag management menu providing the tag management functionalities for performing one or more tag management functions on data included in the data collection; and

displaying the tag management menu on the display of the user display device.

6. The one or more non-transitory computer-readable storage media of claim 1, comprising additional instructions which, when executed, cause:

prior to displaying the interactive object, the selectable search object icon, the selectable report object icon, and the selectable tag management object icon;

displaying, on the user display device, a user input credential object for providing user credentials;

receiving, from the user via the user input credential object, particular user credentials;

determining whether the particular user credentials are valid and correspond to administrator credentials;

in response to determining that the particular user credentials are valid and correspond to the administrator credentials, customizing the search functionalities, the report functionalities and the tag management functionalities based on the administrator credentials.

7. The one or more non-transitory computer-readable storage media of claim 6, comprising additional instructions which, when executed, cause:

determining whether the particular user credentials are valid and correspond to client credentials;

in response to determining that the particular user credentials are valid and correspond to the client credentials, customizing the search functionalities, the report functionalities and the tag management functionalities based on the client credentials.

8. An apparatus for providing an improvement in searching, reporting and tagging services that are implemented in electronic discovery insight tools, the apparatus comprising:

one or more processors; and

one or more memories communicatively coupled to the one or more processors and storing instructions which, when processed by the one or more processors, cause;

a discovery manager configured to perform;

prior to searching, reporting or tagging data collection;

displaying on a user display device;

an interactive object for selecting a data collection from a plurality of data collections,

a selectable search object icon for selecting search functionalities that are customizable for each data collection selected from the plurality of data collections,

a selectable report object icon for selecting report functionalities that are customizable for each data collection selected from the plurality of data collections, and

a selectable tag management object icon for selecting tag management functionalities that are customizable for each data collection selected from the plurality of data collections;

prior to searching, reporting or tagging any data collection;

receiving, from a user via the interactive object, a selection of a particular data collection from the plurality of data collections;

prior to searching, reporting or tagging any data collection;

in response to receiving the selection of the particular data collection;

accessing the selected particular data collection;

generating customized search functionalities by modifying a search interface based on the selected particular data collection, wherein the customized search functionalities are distinct from customizations for other data collections from the plurality of data collections,

generating customized report functionalities by modifying a report interface based on the selected particular data collection, wherein the customized report functionalities are distinct from customizations for other data collections from the plurality of data collections,

generating customized tag management functionalities by modifying a tag interface based on the selected particular data collection, wherein the customized tag management functionalities are distinct from customizations for other data collections from the plurality of data collections, and

making the customized search functionalities, the customized report functionalities, or the customized tag management functionalities available for selection when the user selects the selectable search object icon, the selectable report object icon, or the selectable tag management object icon, respectively;

receiving a request for searching, reporting or tagging the particular data collection;

in response to receiving the request for searching, reporting or tagging the particular data collection;

providing the customized search functionalities that are customized for searching the particular data collection,

providing the customized report functionalities that are customized for reporting the particular data collection, or

providing the customized tag management functionalities that are customized for tagging the particular data collection.

9. The apparatus of claim 8, wherein the selected particular data collection is one of data collections that comprise one or more logical data collections, each logical data collection associated with one or more of:

a database, a case, a project, or report data.

10. The apparatus of claim 8, wherein the discovery manager is further configured to perform:

in response to receiving the selection of the data collection;

receiving, from the user, a selection of the selectable search object icon for selecting the search functionalities;

in response to receiving the selection of the selectable search object icon;

generating and customizing a search menu for providing the search functionalities for performing one or more searches on data included in the data collection; and

displaying the search menu on the user display device.

11. The apparatus of claim 8, wherein the discovery manager is further configured to perform:

in response to receiving the selection of the data collection;

receiving, from the user, a selection of the selectable report object icon for selecting the report functionalities;

in response to receiving the selection of the selectable report object icon;

generating and customizing a report menu providing the report functionalities for generating one or more reports based on data included in the data collection; and

displaying the report menu on the user display device.

12. The apparatus of claim 8, wherein the discovery manager is further configured to perform:

in response to receiving the selection of the data collection;

receiving, from the user, a selection of the selectable tag management object icon for selecting the tag management functionalities;

in response to receiving the selection of the selectable tag management object icon;

generating and customizing a tag management menu providing the tag management functionalities for performing one or more tag management functions on data included in the data collection; and

displaying the tag management menu on the display of the user display device.

13. The apparatus of claim 8, wherein the discovery manager is further configured to perform:

prior to displaying the interactive object, the selectable search object icon, the selectable report object icon, and the selectable tag management object icon;

displaying, on the user display device, a user input credential object for providing user credentials;

receiving, from the user via the user input credential object, particular user credentials;

determining whether the particular user credentials are valid and correspond to administrator credentials;

in response to determining that the particular user credentials are valid and correspond to the administrator credentials, customizing the search functionalities, the report functionalities and the tag management functionalities based on the administrator credentials.

14. The apparatus of claim 13, wherein the discovery manager is further configured to perform:

determining whether the particular user credentials are valid and correspond to client credentials;

in response to determining that the particular user credentials are valid and correspond to the client credentials, customizing the search functionalities, the report functionalities and the tag management functionalities based on the client credentials.

15. A method for improving a computer system to perform advanced customization of searching, reporting and tagging services and for improving user portals supporting accessing, generating and customizing data reports, the method comprising:

prior to searching, reporting or tagging any data collection;

displaying on a user display device;

an interactive object for selecting a data collection from a plurality of data collections,

a selectable search object icon for selecting search functionalities that are customizable for each data collection selected from the plurality of data collections,

a selectable report object icon for selecting report functionalities that are customizable for each data collection selected from the plurality of data collections, and

a selectable tag management object icon for selecting tag management functionalities that are customizable for each data collection selected from the plurality of data collections;

prior to searching, reporting or tagging any data collection;

receiving, from a user via the interactive object, a selection of a particular data collection from the plurality of data collections;

prior to searching, reporting or tagging any data collection;

in response to receiving the selection of the particular data collection;

accessing the selected particular data collection;

generating customized search functionalities by modifying a search interface based on the selected particular data collection, wherein the customized search functionalities are distinct from customizations for other data collections from the plurality of data collections,

generating customized report functionalities by modifying a report interface based on the selected particular data collection, wherein the customized report functionalities are distinct from customizations for other data collections from the plurality of data collections,

generating customized tag management functionalities by modifying a tag interface based on the selected particular data collection, wherein the customized tag management functionalities are distinct from customizations for other data collections from the plurality of data collections, and

making the customized search functionalities, the customized report functionalities, or the customized tag management functionalities available for selection when the user selects the selectable search object icon, the selectable report object icon, or the selectable tag management object icon, respectively;

receiving a request for searching, reporting or tagging the particular data collection;

in response to receiving the request for searching, reporting or tagging the particular data collection;

providing the customized search functionalities that are customized for searching the particular data collection,

providing the customized report functionalities that are customized for reporting the particular data collection, or

providing the customized tag management functionalities that are customized for tagging the particular data collection.

16. The method of claim 15, wherein the selected particular data collection is one of data collections that comprise one or more logical data collections, each logical data collection associated with one or more of:

a database, a case, a project, or report data.

17. The method of claim 15, further comprising:

in response to receiving the selection of the data collection;

receiving, from the user, a selection of the selectable search object icon for selecting the search functionalities;

in response to receiving the selection of the selectable search object icon;

generating and customizing a search menu for providing the search functionalities for performing one or more searches on data included in the data collection; and

displaying the search menu on the user display device.

18. The method of claim 15, further comprising:

in response to receiving the selection of the data collection;

receiving, from the user, a selection of the selectable report object icon for selecting the report functionalities;

in response to receiving the selection of the selectable report object icon;

generating and customizing a report menu providing the report functionalities for generating one or more reports based on data included in the data collection; and

displaying the report menu on the user display device.

19. The method of claim 15, further comprising:

in response to receiving the selection of the data collection;

receiving, from the user, a selection of the selectable tag management object icon for selecting the tag management functionalities;

in response to receiving the selection of the selectable tag management object icon;

generating and customizing a tag management menu providing the tag management functionalities for performing one or more tag management functions on data included in the data collection; and

displaying the tag management menu on the display of the user display device.

20. The method of claim 15, further comprising:

prior to displaying the interactive object, the selectable search object icon, the selectable report object icon, and the selectable tag management object icon;

displaying, on the user display device, a user input credential object for providing user credentials;

receiving, from the user via the user input credential object, particular user credentials;

determining whether the particular user credentials are valid and correspond to administrator credentials;

in response to determining that the particular user credentials are valid and correspond to the administrator credentials, customizing the search functionalities, the report functionalities and the tag management functionalities based on the administrator credentials.