Systems and methods for facilitating access to documents via a set of content selection tags

• US 20030084404A1
• 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.
• Granted Patent: US 8,028,001 B2
• Time in Patent Office: Days
• US Class Current: 715/513
• CPC Class Codes: G06F 16/38 Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually
• CPC Class Codes: G06F 16/93 Document management systems

Abstract

Systems and methods are provided to facilitate access to documents via a set of content selection tags. According to one embodiment, information is received from a content reader. For example, a content controller may receive information from a content reader via a Web site. A set of content selection tags are then established based on the received information, each content selection tag being associated with a hierarchical tag domain. It is then arranged for the content reader to receive an indication of a document tag in accordance with the set of content selection tags. For example, a content controller may retrieve one or more documents based on a set of content selection tags and document tags and transmit indications of the retrieved documents to a content reader via a Web site.

Claims

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

receiving information from a content reader;

establishing a set of content selection tags based on the received information, each content selection tag in the set being associated with a hierarchical tag domain; and

arranging for the content reader to receive an indication of a document in accordance with the set of content selection tags.

2. The method of claim 1, wherein at least one tag domain comprises a multi-level domain, and at least one domain level is associated with a plurality of content selection tags.

3. The method of claim 1, wherein at least one content selection tag is associated with at least one of (i) a content author, (ii) a content date, and (iii) a content type.

4. The method of claim 1, wherein at least one content selection 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) security, (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.

5. The method of claim 1, wherein said receiving comprises:

receiving a plurality of selection tags via a graphical user interface.

6. The method of claim 1, wherein content selection tags are further associated with Boolean operations in accordance with the information received from the content reader.

7. The method of claim 1, wherein the set of content selection tags is adapted to facilitate selection of the document in accordance with a set of document tags.

8. The method of claim 7, wherein the set of documents tags are established in accordance with information received from a content publisher via a graphical user interface.

9. The method of claim 7, wherein document tags are associated with hierarchical tag domains substantially similar to the tag domains associated with the set of content selection tags.

10. The method of claim 7, wherein at least one document tag comprises at least one of:

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

11. The method of claim 7, wherein the document comprises content to be provided to a user via a communication network.

12. The method of claim 11, 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.

13. The method of claim 11, wherein the document comprises at least one of:

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

14. The method of claim 11, 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.

15. The method of claim 7, further comprising:

transmitting the document to the content reader.

16. The method of claim 15, 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.

17. The method of claim 7, wherein the set of content selection tags is associated with at least one of:

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

18. The method of claim 1, further comprising:

storing the set of content selection tags in association with the content reader.

19. The method of claim 18, wherein the set of content selection tags comprises a first set of content selection tags and further comprising:

receiving additional information from the content reader;

establishing a second set of content selection tags based on the additional information; and

storing the second set of content selection tags in association with the content reader.

22. The method of claim 18, further comprising:

receiving additional information from the content reader; and

storing a modified set of content selection tags in association with the content reader based on the additional information.

20. The method of claim 20, wherein the first set of content selection tags is associated with a first portion of a reader display and the second set of content selection tags is associated with a second portion of the reader display.

21. The method of claim 20, further comprising:

receiving from the content reader a selection of one at least of the first and second sets of content selection tags; and

transmitting to the content reader an indication of a document in accordance with the selected set of content selection tags.

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

receiving from a content reader an indication of a first content selection tag set via a graphical user interface, the first content selection tag set being adapted to facilitate identification of a first investment research document in accordance with a first document tag set;

receiving from the content reader an indication of a second content selection tag set, the second content selection tag set being adapted to facilitate identification of a second investment research document in accordance with a second document tag set;

arranging for an indication of the first investment research document to be displayed via a first portion of a content reader display; and

arranging for an indication of the second investment research document to be displayed via a second portion of the content reader display.

24. 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;

receive information from a content reader,

establish a set of content selection tags based on the received information, each content selection tag in the set being associated with a hierarchical tag domain, and

arrange for the content reader to receive an indication of a document in accordance with the set of content selection tags.

25. The apparatus of claim 24, wherein said storage device further stores at least one of:

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

26. The apparatus of claim 24, 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.

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

receiving information from a content reader;

establishing a set of content selection tags based on the received information, each content selection tag in the set being associated with a hierarchical tag domain; and

arranging for the content reader to receive an indication of a document in accordance with the set of content selection tags.

28. A method of accessing documents, comprising:

transmitting information to a content controller via a graphical user interface; and

receiving an indication of a document in accordance with a set of content selection tags established based on the transmitted information, each content selection tag in the set being associated with a hierarchical tag domain.