Systems and methods for facilitating access to documents via an entitlement rule

• US 20030084021A1
• Filed: 02/26/2002
• Published: 05/01/2003
• Est. Priority Date: 10/30/2001
• Status: Active Grant

• Current Assignee: Goldman Sachs & Co. LLC (Goldman Sachs Group Incorporated)
• Original Assignee: Goldman Sachs & Company (Goldman Sachs Group Incorporated)
• Inventors: Elci, Reha, Dweck, Jay S., Finnerty, Warren P.
• Granted Patent: US 7,191,185 B2
• Time in Patent Office: Days
• US Class Current: 707/1
• 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: G06F 16/353 into predefined classes
• CPC Class Codes: G06F 21/6218 to a system of files or objects, e.g. local or distributed file system or database
• CPC Class Codes: Y10S 707/915 Image
• CPC Class Codes: Y10S 707/916 Audio
• CPC Class Codes: Y10S 707/917 Text
• CPC Class Codes: Y10S 707/95 Financial
• CPC Class Codes: Y10S 707/99942 Manipulating data structure, e.g. compression, compaction, compilation
• CPC Class Codes: Y10S 707/99943 Generating database or data structure, e.g. via user interface
• CPC Class Codes: Y10S 707/99944 Object-oriented database structure
• CPC Class Codes: Y10S 707/99945 Object-oriented database structure processing

Abstract

Systems and methods are provided to facilitate access to documents via one or more entitlement rules. According to one embodiment, a document tag associated with a document is determined. For example, a content controller may determine a document tag based on information received from a content publisher. A content selection tag associated with a content reader is also determined. It is then arranged for the content reader to receive information associated with the document based on the document tag, the content selection tag, and one or more entitlement rules.

Claims

1. A method of facilitating access to documents, comprising:

determining a document tag associated with a document;

determining a content selection tag associated with a content reader; and

arranging for the content reader to receive information associated with the document based on the document tag, the content selection tag, and at least one entitlement rule.

2. The method of claim 1, wherein an entitlement rule includes:

an entitlement subject associated with a group of content readers.

3. The method of claim 1, wherein an entitlement rule includes:

an entitlement resource associated with at least one document.

4. The method of claim 1, wherein an entitlement rule includes:

an entitlement subject associated with a group of content readers;

an entitlement resource associated with at least one document; and

an entitlement action associated with the entitlement subject and the entitlement resource.

5. The method of claim 4, wherein the entitlement action enables a content reader to perform at least one of the following actions:

(i) receive an indication of a document, (ii) receive a document, (iii) modify a document, and (iv) delete a document.

6. The method of claim 1, further comprising:

determining the entitlement rule.

7. The method of claim 6, wherein said determining is based on information received from a content publisher.

8. The method of claim 1, wherein an entitlement rule is associated with at least one entitlement tag.

9. The method of claim 8, wherein an entitlement tag is associated with at least one entitlement tag domain.

10. The method of claim 9, wherein the entitlement tag domain comprises a single-rooted, hierarchical data structure.

11. The method of claim 9, wherein the entitlement tag domain comprises multi-level domain, and at least one domain level comprises a plurality of entitlement tags.

12. The method of claim 8, wherein the entitlement tag is associated with at least one of:

(i) a content reader category, (ii) a content reader region and (iii) a document category.

13. The method of claim 1, wherein said arranging comprises transmitting an indication of the document to the content reader.

14. The method of claim 1, wherein said arranging comprises transmitting the document to the content reader.

15. The method of claim 1, wherein the document tag is determined by retrieving information from a database.

16. The method of claim 1, wherein the documents tag is determined by receiving information from a content publisher via a graphical user interface.

17. The method of claim 1, wherein the document tag comprises at least one of:

(i) a primary tag, and (ii) a secondary tag.

18. The method of claim 1, wherein the content selection tag is determined by retrieving information from a database.

19. The method of claim 1, wherein content selection tag is determined by receiving information from the content reader via a graphical user interface.

20. The method of claim 1, wherein said arranging is further based on a content reader tag.

21. The method of claim 1, wherein the document comprises content to be provided to a content reader device via a communication network.

22. The method of claim 21, wherein the communication network comprises at least one of:

(i) the Internet, (ii) an intranet, (iii) a public network, (iv) a public switched telephone network, (v) a proprietary network, (vi) a wireless network, and (vii) a local area network.

23. The method of claim 21, wherein the document comprises at least one of:

(i) text content, (ii) image content, (iii) audio content, and (iv) executable content.

24. The method of claim 21, wherein the content comprises at least one of:

(i) financial information, (ii) financial news, (iii) information about financial events, (iv) investment information, and (v) market information.

25. The method of claim 1, further comprising:

transmitting the document to the content reader.

26. The method of claim 25, wherein said transmitting is performed via at least one of:

(i) a content controller, (ii) a content publisher, (iii) a content reader, (iv) a personal computer, (v) a server, (vi) a portable computing device, (vii) a wireless telephone, (viii) a Web site, and (ix) an electronic mail message.

27. A computer-implemented method of facilitating access to investment research documents, comprising:

determining a document tag associated with an investment research document;

determining a content selection tag associated with a content reader;

determining an entitlement tag associated with at least one of the investment research document, the document tag, the content reader, and a content reader tag; and

transmitting the investment research document to the content reader via a communication network in accordance with the entitlement tag.

28. An apparatus, comprising:

a processor; and

a storage device in communication with said processor and storing instructions adapted to be executed by said processor to;

determine a document tag associated with a document,

determine a content selection tag associated with a content reader, and

arrange for the content reader to receive information associated with the document based on the document tag, the content selection tag, and at least one entitlement rule.

29. The apparatus of claim 28, wherein said storage device further stores at least one of:

(i) a document database, (ii) a content reader database, (iii) an entitlement rule database, and (iv) an output database.

30. The apparatus of claim 28, further comprising:

a communication device coupled to said processor and adapted to communicate with at least one of;

(i) a content publishing device, (ii) a document storage device, (iii) a content controller, (iv) a content reader device, and (v) a payment device.

31. A medium storing instructions adapted to be executed by a processor to perform a method of facilitating access to documents, said method comprising:

determining a document tag associated with a document;

determining a content selection tag associated with a content reader; and

arranging for the content reader to receive information associated with the document based on the document tag, the content selection tag, and at least one entitlement rule.

32. A method of facilitating access to documents, comprising:

receiving a document from a content publisher;

determining a document tag associated with the document; and

determining an entitlement rule associated with the document.

33. The method of claim 32, wherein said determining comprises:

receiving from the content publisher an indication of the entitlement rule.

34. The method of claim 32, wherein said determining comprises:

automatically determining the entitlement rule based on at least one of;

(i) the content publisher, (ii) a document tag associated with the document, and (iii) a content of the document.

35. A method of facilitating access to documents, comprising:

determining a document tag associated with a document;

determining a content reader tag associated with a content reader; and

arranging for the content reader to receive information associated with the document based on the document tag, the content reader tag, and at least one entitlement rule.