System and method for providing and/or obtaining electronic documents

• US 10,496,604 B2
• Filed: 01/03/2013
• Issued: 12/03/2019
• Est. Priority Date: 06/29/2006
• Status: Active Grant

• Current Assignee: Edison Vault, LLC
• Original Assignee: International Business Machines Corporation
• Inventors: Boss, Gregory J., Corneli, Karyn T., Goodman, Brian D., Hamilton, II, Rick A.
• Primary Examiner(s): Nigh, James D
• Application Number:
  US13/733,418
• Publication Number:
  US 20130124543A1
• Time in Patent Office: 2,525 Days
• Field of Search: 705 57
• CPC Class Codes: G06F 16/148 File search processing
• CPC Class Codes: G06F 16/16 File or folder operations, e.g. details of user interfaces specifically adapted to file systems
• CPC Class Codes: G06F 16/335 Filtering based on additional data, e.g. user or group profiles filtering in web context G06F16/9535, G06F16/9536
• CPC Class Codes: H04L 51/214 using selective forwarding
• CPC Class Codes: H04L 51/226 Delivery according to priorities

Abstract

A system and method including filtering electronic data on a transaction per transaction basis and replicating the filtered electronic data in response to a request to obtain electronic data on the transaction per transaction basis. The system and method further include providing the filtered replicated electronic data for viewing.

Claims

1. A method comprising:

storing electronic data in a server;

receiving a request to obtain a subset of the electronic data;

filtering the electronic data on a transaction per transaction basis based on characteristics of the electronic data;

automatically determining a replication priority based on a user'"'"'s calendar events by determining a current time and looking up the user'"'"'s calendar events within a predetermined upcoming period of time and further based on a usage frequency corresponding to each of a plurality of queries used by the user;

in response to the request to obtain electronic data, automatically replicating the filtered electronic data on the transaction per transaction basis using the automatically determined replication priority based upon the user'"'"'s calendar events within the predetermined upcoming period of time and the usage frequency corresponding to each of the plurality of queries used by the user; and

providing the filtered replicated electronic data over a network for viewing of the filtered replicated electronic data.

2. The method of claim 1, wherein the providing step comprises displaying a number of results associated with the replicated electronic data for sampling and further refinement.

3. The method of claim 1, wherein the filtered replicated electronic data has matching criteria to at least learned information and one or more defined rules, the learned information is learned from types of queries a user performs, and the one or more rules includes replicating based on at least one of files with attachments, search criteria, usage patterns, device defined rules, and shared rules.

4. The method of claim 3, further comprising providing a graphical user interface (GUI) to input the one or more defined rules for filtering the electronic data.

5. The method of claim 4, wherein the GUI restricts replication based on at least one of data properties, advanced search criteria and data sampling.

6. The method of claim 4, wherein the GUI includes processing rules used to build a query and provides options including at least one of replicate email from, replicate email tagged as, replicate based on profile, and replicate based on size.

7. The method of claim 1, further comprising replicating the electronic data based on at least one of calendar events, sender or receiving profiles and usage patterns.

8. The method of claim 1, further comprising:

modifying a given replication transaction, wherein the modifying comprises at least one of;

identifying a sub-set replication query through at least one of basic terms defined by a data format, an advanced query based on free text matching against known fields in the data format, and a likeness system;

previewing results by identifying a sub-set replication query;

executing a sub-set replication query based on previous queries;

automatically defining or identifying previous queries based on device profile; and

defining and storing in a portable structured markup supporting sharing queries.

9. The method of claim 1, wherein the steps of claim 1 are provided on a subscription, advertising, and/or fee basis.

10. The method of claim 1, wherein the steps of claim 1 are provided by a service provider that creates, maintains, and supports a computer infrastructure that performs the steps of claim 1.

11. The method of claim 1, further comprising receiving payment from customer(s) under a subscription and/or fee agreement.

12. A computer program product comprising a computer readable hardware storage device having readable program code embodied in the storage device, the computer program product including instructions which, when executed by a computing device, causes the computer to perform the steps of:

storing electronic data in a server;

receiving a request to obtain a subset of the electronic data;

filtering the electronic data on a transaction per transaction basis based on characteristics of the electronic data;

automatically determining a replication priority performing pattern analysis based on a user'"'"'s calendar events by determining a current time and looking up the user'"'"'s calendar events within a predetermined upcoming period of time and further based on a usage frequency corresponding to each of a plurality of queries used by the user;

in response to the request to obtain electronic data, automatically replicating the filtered electronic data on the transaction per transaction basis using the automatically determined replication priority based upon the user'"'"'s calendar events within the predetermined upcoming period of time and the usage frequency corresponding to each of a plurality of queries used by the user; and

providing the filtered replicated electronic data over a network for viewing of the filtered replicated electronic data.

13. The computer program product of claim 12, wherein the filtered replicated electronic data has matching criteria to at least learned information and one or more defined rules, the learned information is learned from types of queries a user performs, and the one or more rules includes replicating based on at least one of files with attachments, search criteria, usage patterns, device defined rules, and shared rules.

14. The computer program product of claim 13, wherein the at least one component is further operable to provide a graphical user interface (GUI) to input the one or more defined rules for filtering the electronic data.

15. The computer program product of claim 14, wherein the GUI restricts replication based on at least one of data properties, advanced search criteria and data sampling.

16. The computer program product of claim 14, wherein the GUI includes processing rules used to build a query and provides options including at least one of replicate email from, replicate email tagged as, replicate based on profile, and replicate based on size.

17. A method implemented in a computer infrastructure having computer executable code tangibly embodied on a computer readable storage medium having programming instructions operable for:

storing electronic data in a server;

receiving a request to obtain a subset of the electronic data;

filtering the electronic data on a transaction per transaction basis based on characteristics of the electronic data;

automatically determining a replication priority based on a user'"'"'s calendar events by determining a current time and looking up the user'"'"'s calendar events within a predetermined upcoming period of time and further based on a usage frequency corresponding to each of a plurality of queries used by the user;

in response to the request to obtain electronic data, automatically replicating the filtered electronic data on the transaction per transaction basis using the automatically determined replication priority based upon the user'"'"'s calendar events within the predetermined upcoming period of time and the usage frequency corresponding to each of a plurality of queries used by the user; and

providing the filtered replicated electronic data over a network for viewing of the filtered replicated electronic data,

wherein the filtered replicated electronic data has matching criteria to at least one or more defined rules, and the one or more rules includes replicating based on at least one of files with attachments, search criteria, the usage frequency corresponding to each of the plurality of queries used by the user, device defined rules, and shared rules,

wherein the programming instructions are further operable to provide a graphical user interface (GUI) to input the one or more defined rules for filtering the electronic data,

wherein the GUI restricts replication based on at least one of data properties, advanced search criteria and data sampling, and

wherein the GUI includes processing rules used to build a query and provides options including at least one of replicate email from, replicate email tagged as, replicate based on profile, and replicate based on size,

and further comprising;

modifying a given replication transaction, wherein the modifying comprises at least one of;

identifying a sub-set replication query through at least one of basic terms defined by a data format, an advanced query based on free text matching against known fields in the data format, and a likeness system;

previewing results by identifying a sub-set replication query;

executing a sub-set replication query based on previous queries;

automatically defining or identifying previous queries based on device profile; and

defining and storing in a portable structured markup supporting sharing queries.

18. The method of claim 17, wherein the pattern analysis is performed by an artificial intelligence agent provided in the server, and wherein at least one of the one or more rules are defined by a rule based filtering mechanism provided in the server.