System and method for a rules based engine

• US 20050021540A1
• Filed: 04/30/2004
• Published: 01/27/2005
• Est. Priority Date: 03/26/2003
• Status: Abandoned Application

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: McKee, Timothy P., Arcuri, Michael P., Seshadri, Praveen, Sareen, Chaitanya D., Wong, Lyon K.F.
• Application Number:
  US10/837,512
• Publication Number:
  US 20050021540A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A system and method for a rules based engine which allows a user to act on and set rules with regard to data items. Known rules engines have typically only been applied to single item types (e.g., e-mail). The rules engine of the present invention provides a user with a way to build up sets of items from within a common store of items, and to develop common actions on items conforming to the sets. The common store of items may include different types of items, such as e-mails, documents, items constructed for arbitrary business workflow, etc. The invention allows a user to automate business practices or work flows (e.g., “notify me when items like this appear” and/or “automatically back up these types of items to my server”).

Claims

1. A computer-readable medium having computer-executable instructions for performing steps comprising:

defining one or more rules for acting on items which may be of different application data types, each rule comprising at least one event, condition and action; and

implementing each rule such that when a specified event occurs which satisfies the specified condition, the specified action is performed.

2. The computer-executable medium of claim 1, wherein a specified event may comprise the appearance of a new item.

3. The computer-executable medium of claim 2, wherein a condition may comprise a specified author or source of an item.

4. The computer-executable medium of claim 2, wherein an action may comprise providing a notification to a user regarding the appearance of a new item.

5. The computer-executable medium of claim 2, wherein an action may comprise moving an item to another location.

6. The computer-executable medium of claim 2, wherein the specified event is met when a new item appears regardless of the transport for the item.

7. The computer-executable medium of claim 1, wherein a rule may comprise a query for specified items.

8. The computer-executable medium of claim 7, wherein the return from the query is a virtual folder containing all of the items meeting the conditions of the query regardless of whether the items are of different application data types.

9. The computer-executable medium of claim 8, wherein the query may be further refined by a user.

10. The computer-executable medium of claim 7, wherein the query may include a sub-query which comprises a previous query that is consumed as a reusable element.

11. The computer-executable medium of claim 1, wherein after a first rule is implemented, a user'"'"'s response to the first rule may invoke a second rule.

12. The computer-executable medium of claim 11, wherein the first rule comprises providing a notification to a user regarding the appearance of a new item, and the second rule comprises moving the item to a new location.

13. The computer-executable medium of claim 1, wherein an action may comprise one of copy, move, notify, add, remove, delete, create relationship, or set property.

14. The computer-executable medium of claim 13, wherein the add and remove actions may be utilized to add or remove items from a shared list.

15. The computer-executable medium of claim 1, wherein the actions for the rules may be extensible by third parties.

16. The computer-executable medium of claim 1, wherein the different application data types may comprise both e-mails and documents.

17. A computer-readable medium having computer-executable instructions for performing steps comprising:

defining parameters for building up a set of items from a common store of items which may include different item types; and

defining one or more rules for acting on items conforming to the set of items.

18. The computer-readable medium of claim 17, wherein each rule comprises an event and a condition, wherein when the event occurs that meets the condition, the rule is implemented.

19. The computer-readable medium of claim 18, wherein the rules further comprise an action, wherein when the rule is implemented, the action is performed.

20. The computer-readable medium of claim 17, wherein after a first rule is implemented, a user'"'"'s response to the first rule may invoke a second rule.

21. The computer-readable medium of claim 20, wherein the first rule comprises providing a notification to a user regarding the appearance of a new item, and the second rule comprises moving the item to a new location.

22. The computer-readable medium of claim 17, wherein the actions for the rules may be extensible by third parties.

23. The computer-readable medium of claim 17, wherein the different item types may comprise both e-mails and documents.

24. The computer-readable medium of claim 17, wherein a rule may comprise a query for specified items.

25. The computer-readable medium of claim 24, wherein the return from the query is a virtual folder containing all of the items meeting the conditions of the query regardless of whether the items are of different application data types.

26. The computer-readable medium of claim 24, wherein the query may include a sub-query which comprises a previous query that is consumed as a reusable element.

27. A method for operating a rules engine in a computer system, comprising:

forming a common store of items which includes different types of items, wherein the different types of items may include both e-mails and documents; and

creating rules for acting on items, each rule specifying which items the rule will be applied to, the rule being applicable to all items regardless of whether the items are of different types.

28. The method of claim 27, wherein the rules comprise an event and a condition, wherein when an event occurs that meets the condition, the rule is implemented.

29. The method of claim 28, wherein a specified event may comprise the appearance of a new item regardless of the transport for the item.

30. The method of claim 27, wherein the rules further comprise an action, wherein when the rule is implemented, the action is performed.

31. A computer system comprising:

a common store of items which includes items of different application data types; and

a rules engine for creating rules to act on items from the common store of items, each rule being applied to each item meeting the requirements of the rule regardless of the item'"'"'s application data type.

32. The system of claim 31, wherein the different application data types may comprise both e-mails and documents.

33. The system of claim 31, wherein each rule comprises at least an event, a condition, and an action.

34. The system of claim 31, wherein a rule may comprise a query for specified items.

35. The system of claim 34, wherein the return from the query is a virtual folder containing all the items meeting the conditions of the query regardless of whether the items are of different application data types.

36. The system of claim 34, wherein the query may include a sub-query which comprises a previous query that is consumed as a reusable element.

37. A computer-readable medium having computer-executable instructions for performing steps comprising:

defining one or more rules for acting with regard to items, each rule having selected criteria for the items that it will act in regard to; and

applying a rule with regard to an item once the item is determined to meet the criteria of the rule.

38. The computer-executable medium of claim 37, wherein the items include documents.

39. The computer-executable medium of claim 38, wherein the items include e-mails.

40. The computer-executable medium of claim 37, wherein the items include items that are created as part of a work flow process.