Document management techniques to account for user-specific patterns in document metadata

• US 10,482,134 B2
• Filed: 07/07/2017
• Issued: 11/19/2019
• Est. Priority Date: 10/16/2007
• Status: Active Grant

• Current Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Original Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Inventors: Lee, Sih X, Kunzle, Adrian
• Primary Examiner(s): Lee, Wilson
• Application Number:
  US15/643,612
• Publication Number:
  US 20170315997A1
• Time in Patent Office: 865 Days
• Field of Search: None
• CPC Class Codes: G06F 16/2365 Ensuring data consistency and integrity
• CPC Class Codes: G06F 16/245 Query processing
• CPC Class Codes: G06F 16/2457 with adaptation to user needs
• CPC Class Codes: G06F 16/93 Document management systems

Abstract

Document management techniques to account for user-specific patterns in document metadata are disclosed. In one embodiment, a method for facilitating document retrieval may comprise: assigning a first entitlement to a first user for accessing a first plurality of documents; identifying patterns in the first user'"'"'s creation or modification of metadata related to the first plurality of documents; recording the identified patterns associated with the first user; receiving a document query from a second user who has been assigned a second entitlement to access a second plurality of documents; determining, based on the second entitlement, an access right of the second user with respect to the first plurality of documents; and modifying the document query based on the access right of the second user and the identified patterns, such that the document query returns relevant documents from the first plurality of documents despite the second user'"'"'s ignorance of the identified patterns.

Claims

1. An electronic document management system (DMS) for accounting for patterns in metadata, the system comprising:

a DMS server having at least one computer processor;

at least one storage medium storing electronic documents and metadata associated therewith; and

at least one of a user interface and a network interface,

said DMS server being configured to;

identify one or more user-specific naming patterns in metadata created by a first user in connection with a first plurality of electronic documents;

record, in said at least one storage medium, said identified one or more user-specific naming patterns in at least one of a naming patterns file (NPF), database, and lookup table;

receive a document query from a second user;

modify the document query based on the one or more identified user-specific naming patterns; and

account for, in said modified document query, at least one of aliases, acronyms and shorthand spellings from the one or more identified user-specific naming patterns,

such that the document query returns one or more relevant electronic documents from the first plurality of electronic documents despite the second user'"'"'s ignorance of the one or more identified user-specific naming patterns.

2. The electronic document management system according to claim 1, further configured to:

incorporate additional information in the modified document query based on the one or more identified user-specific naming patterns.

3. The electronic document management system according to claim 1, further configured to:

receive the document query from a mobile phone or PDA of the second user.

4. The electronic document management system according to claim 1, further configured to:

identify one or more user-specific naming patterns each time the first user creates or modifies document metadata.

5. The electronic document management system according to claim 1, wherein the one or more user-specific naming patterns are identified by processing two or more of the first plurality of electronic documents in a batch.

6. The electronic document management system according to claim 1, wherein the one or more user-specific naming patterns are selected from a group consisting of:

one or more consistent choices of text strings or menu items in a single metadata field;

one or more combinations of entries in two or more metadata fields; and

one or more aliases or acronyms in text entry of any metadata field.

7. The electronic document management system according to claim 1, wherein the one or more user-specific naming patterns are recorded in association with the metadata related to each of the first plurality of electronic documents.

8. The electronic document management system according to claim 1, wherein the one or more user-specific naming patterns are recorded in association with the first user.

9. The electronic document management system according to claim 1, further configured to:

retrieve at least one document based on the modified document query.

10. A non-transitory computer readable medium having instructions for causing an electronic document management system for accounting for patterns in metadata to:

identify one or more user-specific naming patterns in metadata created by a first user in connection with a first plurality of electronic documents;

record, in said at least one storage medium, said identified one or more user-specific naming patterns in at least one of a naming patterns file (NPF), database, and lookup table;

receive a document query from a second user;

modify the document query based on the one or more identified user-specific naming patterns; and

account for, in said modified document query, at least one of aliases, acronyms and shorthand spellings from the one or more identified user-specific naming patterns,

such that the document query returns one or more relevant electronic documents from the first plurality of electronic documents despite the second user'"'"'s ignorance of the one or more identified user-specific naming patterns.

11. The non-transitory computer readable medium according to claim 10, further comprising instructions for causing the electronic document management system to:

incorporate additional information in the modified document query based on the one or more identified user-specific naming patterns.

12. The non-transitory computer readable medium according to claim 10, further comprising instructions for causing the electronic document management system to:

receive the document query from a mobile phone or PDA of the second user.

13. The non-transitory computer readable medium according to claim 10, further comprising instructions for causing the electronic document management system to:

identify one or more user-specific naming patterns each time the first user creates or modifies document metadata.

14. The non-transitory computer readable medium according to claim 10, wherein the one or more user-specific naming patterns are identified by processing two or more of the first plurality of electronic documents in a batch.

15. The non-transitory computer readable medium according to claim 10, wherein the one or more user-specific naming patterns are selected from a group consisting of:

one or more consistent choices of text strings or menu items in a single metadata field;

one or more combinations of entries in two or more metadata fields; and

one or more aliases or acronyms in text entry of any metadata field.

16. The non-transitory computer readable medium according to claim 10, wherein the one or more user-specific naming patterns are recorded in association with the metadata related to each of the first plurality of electronic documents.

17. The non-transitory computer readable medium according to claim 10, wherein the one or more user-specific naming patterns are recorded in association with the first user.

18. The non-transitory computer readable medium according to claim 10, further comprising instructions for causing the electronic document management system to:

retrieve at least one document based on the modified document query.

19. An electronic document management system (DMS) for accounting for patterns in metadata, the system comprising:

a DMS server having at least one computer processor;

at least one storage medium storing electronic documents and metadata associated therewith; and

at least one of a user interface and a network interface,

said DMS server being configured to;

identify one or more user-specific naming patterns in metadata created by a first user in connection with a first plurality of electronic documents;

record, in said at least one storage medium, said identified one or more user-specific naming patterns in at least one of a naming patterns file (NPF), database, and lookup table;

receive a document query from a second user;

modify the document query based on the one or more identified user-specific naming patterns and at least one of aliases, acronyms and shorthand spellings from the one or more identified user-specific naming patterns such that the document query returns one or more relevant electronic documents from the first plurality of electronic documents despite the second user'"'"'s ignorance of the one or more identified user-specific naming patterns.