Systems and methods for facilitating access to documents via associated tags

• US 20030084048A1
• Filed: 10/30/2001
• 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., Moulton, Wendy J.
• Granted Patent: US 6,970,870 B2
• Time in Patent Office: Days
• US Class Current: 707/10
• CPC Class Codes: G06F 16/353 into predefined classes
• CPC Class Codes: Y10S 707/99931 Database or file accessing

Abstract

Systems and methods are provided to facilitate access to documents via associated tags. According to one embodiment, a first document tag is initially assigned to a document. For example, an author may review a document and indicate which document tag should be assigned to the document. An associated tag for the document is then automatically determined based on the first document tag. For example, a predetermined tag association may be used to determine the associated tag based on the first document tag. The author may then review the associated tag to determine whether or not the associated tag should be also assigned to the document.

Claims

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

assigning a first document tag to a document; and

automatically determining an associated tag for the document based on the first document tag.

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

3. The method of claim 2, wherein the content comprises at least one of:

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

4. The method of claim 2, 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, (v) a wireless network, and (vi) a local area network.

5. The method of claim 2, 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.

6. The method of claim 1, wherein at least one tag is associated with at least one tag domain.

7. The method of claim 6, wherein at least one tag domain comprises a single-rooted, hierarchical data structure.

8. The method of claim 6, wherein at least one tag domain comprises a multi-level domain, and at least one domain level comprises a plurality of tags.

9. The method of claim 1, wherein at least one tag is associated with at least one of:

(i) an author, (ii) a date, and (iii) an information type.

10. The method of claim 1, wherein at least one tag is associated with at least one of:

(i) a sector, (ii) an industry, (iii) a research type, (iv) a company, (v) an issuer, (vi) a region, (vii) a country, (viii) an investment product, (ix) a security instrument, (x) a third-party rating, (xi) a research analyst, (xii) a strategist, (xiii) an event type, (xiv) a subject, (xv) an investment style, (xvi) a market cap, (xvii) a document type, (xviii) an information value, and (xix) a currency.

11. The method of claim 1, wherein said assigning is manually performed by at least one of:

(i) a content publisher, and (ii) a tag assignor.

12. The method of claim 1, wherein the document comprises content to be provided to a content reader, and said assigning is automatically performed based on the content.

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

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

14. The method of claim 1, wherein a plurality of document tags are assigned to the document.

15. The method of claim 1, wherein said determining comprises:

determining the associated tag in accordance with a pre-determined tag association.

16. The method of claim 15, wherein the pre-determined tag association is associated with at least one of:

(i) a start date, (ii) an end date, (iii) antecedent tags, (iv) descendant tags, and (v) sibling tags.

17. The method of claim 15, further comprising:

automatically generating the pre-determined tag association.

18. The method of claim 1, further comprising:

assigning a second document tag to the document based on the associated tag.

19. The method of claim 1, wherein said assigning of the second document tag comprises:

transmitting an indication of the associated tag to a content publisher;

receiving an indication from the content publisher; and

assigning a second document tag to the document based on the associated tag and the received indication.

20. The method of claim 1, further comprising:

receiving the document from a content publisher.

21. The method of claim 20, wherein documents are received from a plurality of content publishers.

22. The method of claim 1, further comprising:

retrieving the document in accordance with at least one of;

(i) the first document tag, and (ii) a second document tag.

23. The method of claim 22, wherein the document is retrieved further in accordance with at least one of:

(i) a reader tag, (ii) a request tag, and (iii) an entitlement tag.

24. The method of claim 22, further comprising:

transmitting the retrieved document to a content reader via a communication network.

25. The method of claim 24, wherein said transmitting is performed via at least one of:

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

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

receiving an investment research document from a content publisher;

receiving an indication of a first document tag from the content publisher, wherein the first document tag is associated with a single-rooted, hierarchical data structure;

automatically determining an associated tag for the document based on the first document tag;

transmitting an indication of the associated tag to the content publisher;

receiving an indication from the content publisher;

assigning a second document tag to the investment research document based on the associated tag and the received indication;

retrieving the investment research document in accordance with the second document tag and at least one of;

(i) a reader tag, (ii) a request tag, and (iii) an entitlement tag; and

transmitting the retrieved investment research document to a content reader via a communication network.

27. 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;

assign a first document tag to a document, and

automatically determine an associated tag for the document based on the first document tag.

28. The apparatus of claim 27, wherein said storage device further stores at least one of:

(i) a tag database, (ii) a document database, and (iii) a tag association database.

29. The apparatus of claim 27, further comprising:

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

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

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

assigning a first document tag to a document; and

automatically determining an associated tag for the document based on the first document tag.

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

creating a document;

transmitting the document to a content controller along with an indication of a first document tag;

receiving an associated tag from the content controller; and

transmitting to the content controller an indication of whether or not a second document tag should be assigned to the document based on the associated tag.

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

receiving a pre-determined tag association;

retrieving a first document tag for a document; and

determining an associated tag for the document based on the pre-determined tag association and the first document tag.

33. The method of claim 32, wherein said retrieving and determining are performed for a plurality of legacy documents.

34. The method of claim 32, wherein said retrieving the first document tag is further associated with at least one of:

(i) tag translation, and (ii) content evaluation.

35. The method of claim 32, wherein the received pre-determined tag association comprises an adjusted tag association.

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

assigning a primary document tag to a document; and

assigning a secondary document tag to a document.

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

assigning a first document tag to a document; and

automatically assigning a second document tag to the document based on the first document tag.