Processing electronic data in computer networks with rules management
First Claim
1. One or more non-transitory computer-readable media for performing actions on electronic documents on computing devices, the one or more non-transitory computer-readable media storing instructions which, when processed by one or more processors, cause:
- generating and providing to a client computing device that is separate from a computing device, by an application executing on the computing device, user interface data which, when processed at the client computing device provides a user interface with controls that allow a user to;
define a processing rule that corresponds to a classification for electronic documents,specify, for the processing rule that corresponds to the classification for electronic documents, an action to be performed by the processing rule on the electronic documents, andspecify, for the processing rule that corresponds to the classification for electronic documents, one or more conditions under which the processing rule is to be applied to the electronic documents, wherein the one or more conditions include one or more include keywords and one or more exclude keywords, and wherein both the one or more include keywords must be included in the electronic documents and the one or more exclude keywords must not be included in the electronic documents for the processing rule to be applied to the electronic documents;
receiving, by the application, OCR data for an electronic document;
classifying, by the application, based upon contents of the OCR data, the electronic document to determine that the classification for electronic documents corresponds to the electronic document;
determining, by the application, the processing rule that corresponds to the classification for electronic documents that corresponds to the electronic document and the one or more conditions under which the processing rule is to be applied;
determining, by the application, whether the one or more conditions under which the processing rule is to be applied are satisfied, including whether both the one or more include keywords are included in the electronic document and the one or more exclude keywords are not be included in the electronic document;
in response to determining, by the application, that the one or more conditions under which the processing rule is to be applied are satisfied, including that both the one or more include keywords are included in the electronic document and the one or more exclude keywords are not be included in the electronic document;
identifying, by the application, the action to be performed by the processing rule that corresponds to the classification for the electronic document; and
performing, by the application, the action on the electronic document; and
in response to determining, by the application, that the one or more conditions under which the processing rule is to be applied are not satisfied, not performing the action on the electronic document.
1 Assignment
0 Petitions
Accused Products
Abstract
An approach is provided for managing processing rules used to process electronic data in computer networks. An application provides the capability for users to define and manage classifications for electronic data. The application also provides the capability for users to define and manage processing rules for each classification. This may include specifying, for each processing rule, a classification to which the processing rule corresponds, one or more conditions under which the processing rule is to be applied and optionally, not applied, a priority for the processing rule, and one or more actions to be performed. The priority may be used to determine which rule is to be applied when more than one rule corresponds to a classification. The application supports the definition and management of classifications and rules on a logical group-by-logical group basis.
36 Citations
14 Claims
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1. One or more non-transitory computer-readable media for performing actions on electronic documents on computing devices, the one or more non-transitory computer-readable media storing instructions which, when processed by one or more processors, cause:
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generating and providing to a client computing device that is separate from a computing device, by an application executing on the computing device, user interface data which, when processed at the client computing device provides a user interface with controls that allow a user to; define a processing rule that corresponds to a classification for electronic documents, specify, for the processing rule that corresponds to the classification for electronic documents, an action to be performed by the processing rule on the electronic documents, and specify, for the processing rule that corresponds to the classification for electronic documents, one or more conditions under which the processing rule is to be applied to the electronic documents, wherein the one or more conditions include one or more include keywords and one or more exclude keywords, and wherein both the one or more include keywords must be included in the electronic documents and the one or more exclude keywords must not be included in the electronic documents for the processing rule to be applied to the electronic documents; receiving, by the application, OCR data for an electronic document; classifying, by the application, based upon contents of the OCR data, the electronic document to determine that the classification for electronic documents corresponds to the electronic document; determining, by the application, the processing rule that corresponds to the classification for electronic documents that corresponds to the electronic document and the one or more conditions under which the processing rule is to be applied; determining, by the application, whether the one or more conditions under which the processing rule is to be applied are satisfied, including whether both the one or more include keywords are included in the electronic document and the one or more exclude keywords are not be included in the electronic document; in response to determining, by the application, that the one or more conditions under which the processing rule is to be applied are satisfied, including that both the one or more include keywords are included in the electronic document and the one or more exclude keywords are not be included in the electronic document; identifying, by the application, the action to be performed by the processing rule that corresponds to the classification for the electronic document; and performing, by the application, the action on the electronic document; and in response to determining, by the application, that the one or more conditions under which the processing rule is to be applied are not satisfied, not performing the action on the electronic document. - View Dependent Claims (2, 3, 4, 5)
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6. An apparatus for performing actions on electronic documents on computing devices, the apparatus comprising:
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one or more processors; and one or more non-transitory computer-readable media storing instructions which, when processed by the one or more processors, cause; generating and providing to a client computing device that is separate from a computing device, by an application executing on the computing device, user interface data which, when processed at the client computing device provides a user interface with controls that allow a user to; define a processing rule that corresponds to a classification for electronic documents, specify, for the processing rule that corresponds to the classification for electronic documents, an action to be performed by the processing rule on the electronic documents, and specify, for the processing rule that corresponds to the classification for electronic documents, one or more conditions under which the processing rule is to be applied to the electronic documents, wherein the one or more conditions include one or more include keywords and one or more exclude keywords, and wherein both the one or more include keywords must be included in the electronic documents and the one or more exclude keywords must not be included in the electronic documents for the processing rule to be applied to the electronic documents; receiving, by the application, OCR data for an electronic document; classifying, by the application, based upon contents of the OCR data, the electronic document to determine that the classification for electronic documents corresponds to the electronic document; determining, by the application, the processing rule that corresponds to the classification for electronic documents that corresponds to the electronic document and the one or more conditions under which the processing rule is to be applied; determining, by the application, whether the one or more conditions under which the processing rule is to be applied are satisfied, including whether both the one or more include keywords are included in the electronic document and the one or more exclude keywords are not be included in the electronic document; in response to determining, by the application, that the one or more conditions under which the processing rule is to be applied are satisfied, including that both the one or more include keywords are included in the electronic document and the one or more exclude keywords are not be included in the electronic document; identifying, by the application, the action to be performed by the processing rule that corresponds to the classification for the electronic document; and performing, by the application, the action on the electronic document; and in response to determining, by the application, that the one or more conditions under which the processing rule is to be applied are not satisfied, not performing the action on the electronic document. - View Dependent Claims (7, 8, 9, 10)
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11. A computer-implemented method for performing actions on electronic documents on computing devices, the computer-implemented method comprising:
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generating and providing to a client computing device that is separate from a computing device, by an application executing on the computing device, user interface data which, when processed at the client computing device provides a user interface with controls that allow a user to; define a processing rule that corresponds to a classification for electronic documents, specify, for the processing rule that corresponds to the classification for electronic documents, an action to be performed by the processing rule on the electronic documents, and specify, for the processing rule that corresponds to the classification for electronic documents, one or more conditions under which the processing rule is to be applied to the electronic documents, wherein the one or more conditions include one or more include keywords and one or more exclude keywords, and wherein both the one or more include keywords must be included in the electronic documents and the one or more exclude keywords must not be included in the electronic documents for the processing rule to be applied to the electronic documents; receiving, by the application, OCR data for an electronic document; classifying, by the application, based upon contents of the OCR data, the electronic document to determine that the classification for electronic documents corresponds to the electronic document; determining, by the application, the processing rule that corresponds to the classification for electronic documents that corresponds to the electronic document and the one or more conditions under which the processing rule is to be applied; determining, by the application, whether the one or more conditions under which the processing rule is to be applied are satisfied, including whether both the one or more include keywords are included in the electronic document and the one or more exclude keywords are not be included in the electronic document; in response to determining, by the application, that the one or more conditions under which the processing rule is to be applied are satisfied, including that both the one or more include keywords are included in the electronic document and the one or more exclude keywords are not be included in the electronic document; identifying, by the application, the action to be performed by the processing rule that corresponds to the classification for the electronic document; and performing, by the application, the action on the electronic document; and in response to determining, by the application, that the one or more conditions under which the processing rule is to be applied are not satisfied, not performing the action on the electronic document. - View Dependent Claims (12, 13, 14)
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Specification