System and method for searching a document

• US 10,452,764 B2
• Filed: 07/11/2012
• Issued: 10/22/2019
• Est. Priority Date: 07/11/2011
• Status: Active Grant

• Current Assignee: Paper Software LLC
• Original Assignee: Paper Software LLC
• Inventors: Whetsell, Nathan Alexander, Whetsell, Benjamin Stuart
• Primary Examiner(s): Huynh, Cong-Lac
• Application Number:
  US13/546,469
• Publication Number:
  US 20130019167A1
• Time in Patent Office: 2,659 Days
• Field of Search: 715200, 715255
• CPC Class Codes: G06F 16/51 Indexing; Data structures therefor; Storage structures
• CPC Class Codes: G06F 40/166 Editing, e.g. inserting or deleting

Abstract

A computer-implemented method and computing system are provided for defining a plurality of data groups. A set of rules may be associated with each of the data groups. The set of rules may define examples of items that should be included in each group. A document may be processed to identify elements within the document that adhere to a set of rules.

Claims

1. A computer-implemented method comprising:

defining, on a processor, a plurality of data groups;

associating, on the processor, a set of rules with each of the data groups wherein the set of rules defines examples of items included in each data group;

receiving, on the processor, a user selection including a first data group and at least one of a second data group and one or more user defined search terms to be identified within a document, wherein the user selection is received within a search field, wherein the user selection, including a sequence of characters with a pre-defined data group identifier character, identifies a data group of the plurality of data groups to be identified within the document, wherein the user selection, including a sequence of characters without the pre-defined data group identifier character, identifies the one or more user defined search terms to be identified within the document; and

processing, on the processor, the document to identify one or more instances of the first data group and at least one of the second data group and the one or more user defined search terms within the document, processing including;

evaluating one or more elements included within the document to determine if one or more of the elements include a first string adhering to the set of rules associated with the first data group and at least one of a second string adhering to a second rule within the set of rules relative to the second data group and a third string including the one or more user defined search terms, and

identifying an element of the one or more elements as an instance of the first data group and at least one of the second data group and the one or more user defined search terms based upon, at least in part, the element including the first string with one or more of the examples of items included in the first data group and at least one of the second string including one or more examples of items included in the second data group and the third string including the one or more user defined search terms, and the first string within a pre-defined proximity, within the document, of at least one of the second string and the third string.

2. The computer-implemented method of claim 1, wherein the data groups include one or more of numbers, dates, times of day, units of time, money, and business entities.

3. The computer-implemented method of claim 1, wherein the set of rules include a user editable set of rules.

4. The computer-implemented method of claim 1, wherein the document includes a legal agreement.

5. The computer-implemented method of claim 1, further comprising providing a graphical indicator associated with elements within the document that adhere to the set of rules.

6. The computer-implemented method of claim 1, wherein each data group is defined with a data group name.

7. The computer-implemented method of claim 6, wherein the user selection including a sequence of characters including a data group name preceded by the pre-defined data group identifier character identifies a data group of the plurality of data groups to be identified within the document.

8. A computer program product residing on a non-transitory computer readable medium having a plurality of instructions stored thereon, which, when executed by a processor cause the processor to perform operations comprising:

defining a plurality of data groups;

associating a set of rules with each of the data groups wherein the set of rules defines examples of items included in each data group;

receiving a user selection including a first data group and at least one of a second data group and one or more user defined search terms to be identified within a document, wherein the user selection is received within a search field, wherein the user selection, including a sequence of characters with a pre-defined data group identifier character, identifies a data group of the plurality of data groups to be identified within the document, wherein the user selection including a sequence of characters without the pre-defined data group identifier character identifies the one or more user defined search terms to be identified within the document; and

processing the document to identify one or more instances of the first data group and at least one of the second data group and the one or more user defined search terms within the document, processing including;

evaluating one or more elements included within the document to determine if one or more of the elements include a first string adhering to the set of rules associated with the first data group and at least one of a second string adhering to a second rule within the set of rules relative to the second data group and a third string including the one or more user defined search terms, and

identifying an element of the one or more elements as an instance of the first data group and at least one of the second data group and the one or more user defined search terms based upon, at least in part, the element including the first string with one or more of the examples of items included in the first data group and at least one of the second string including one or more examples of items included in the second data group and the third string including the one or more user defined search terms, and the first string within a pre-defined proximity, within the document, of at least one of the second string and the third string.

9. The computer program product of claim 8, wherein the data groups include one or more of numbers, dates, times of day, units of time, money, and business entities.

10. The computer program product of claim 8, wherein the set of rules include a user editable set of rules.

11. The computer program product of claim 8, wherein the document includes a legal agreement.

12. The computer program product of claim 8, further comprising instructions for providing a graphical indicator associated with elements within the document that adhere to the set of rules.

13. The computer program product of claim 8, wherein each data group is defined with a data group name.

14. The computer program product of claim 13, wherein the user selection including a sequence of characters including a data group name preceded by the pre-defined data group identifier character identifies a data group of the plurality of data groups to be identified within the document.

15. A computing system comprising one or more processors configured to:

define a plurality of data groups;

associate a set of rules with each of the data groups wherein the set of rules defines examples of items included in each data group;

receive a user selection including a first data group and at least one of a second data group and one or more user defined search terms to be identified within a document, wherein the user selection is received within a search field, wherein the user selection, including a sequence of characters with a pre-defined data group identifier character, identifies a data group of the plurality of data groups to be identified within the document, wherein the user selection, including a sequence of characters without the pre-defined data group identifier character, identifies the one or more user defined search terms to be identified within the document; and

process the document to identify one or more instances of the first data group and at least one of the second data group and the one or more user defined search terms within the document, processing including;

evaluating one or more elements included within the document to determine if one or more of the elements include a first string adhering to the set of rules associated with the first data group and at least one of a second string adhering to a second rule within the set of rules relative to the second data group and a third string including the one or more user defined search terms, and

identifying an element of the one or more elements as an instance of the first data group and at least one of the second data group and the one or more user defined search terms based upon, at least in part, the element including the first string with one or more of the examples of items included in the first data group and at least one of the second string including one or more examples of items included in the second data group and the third string including the one or more user defined search terms, and the first string within a pre-defined proximity, within the document, of at least one of the second string and the third string.

16. The computing system of claim 15, wherein the data groups include one or more of numbers, dates, times of day, units of time, money, and business entities.

17. The computing system of claim 15, wherein the set of rules include a user editable set of rules.

18. The computing system of claim 15, wherein the document includes a legal agreement.

19. The computing system of claim 15, wherein the one or more processors are further configured to provide a graphical indicator associated with elements within the document that adhere to the set of rules.

20. The computing system of claim 15, wherein each data group is defined with a data group name.

21. The computing system of claim 20, wherein the user selection including a sequence of characters including a data group name preceded by the pre-defined data group identifier character identifies a data group of the plurality of data groups to be identified within the document.