Method and System for Rules-Based Tag Management in a Document Review System

• US 20080222513A1
• Filed: 02/27/2008
• Published: 09/11/2008
• Est. Priority Date: 03/07/2007
• Status: Abandoned Application

• Current Assignee: Altep, Inc. (Consilio LLC)
• Original Assignee: Altep, Inc. (Consilio LLC)
• Inventors: Van Den Berge, Willem R.
• Application Number:
  US12/038,795
• Publication Number:
  US 20080222513A1
• Time in Patent Office: Days
• US Class Current: 715/234
• CPC Class Codes: H04N 1/00209 Transmitting or receiving image data, e.g. facsimile data, via a computer, e.g. using e-mail, a computer network, the internet, I-fax
• CPC Class Codes: H04N 1/00244 with a server, e.g. an internet server fax-servers or the like for store and forward H04N1/324
• CPC Class Codes: H04N 2201/0065 Converting image data to a format usable by the connected apparatus or vice versa
• CPC Class Codes: H04N 2201/0089 Image display device

Abstract

A system and method for reviewing documents are described. In one embodiment, the system includes an process configured to retrieve a document; an process configured to display the document; an process configured to create a plurality of tags, each of the plurality of tags being associated with a document characteristic; an process configured to define at least one rule, each rule being a restriction on the application of the plurality of tags to the plurality of documents; an process configured to associate at least one of the plurality of tags to the document; and an process configured to validate whether the plurality of tags assigned to the plurality of documents are consistent with each rule. In other embodiments, the process includes a machine-readable medium that provides instructions for a processor, which when executed by the processor cause the processor to perform a method of the present invention.

Claims

1. A system comprising:

a process to create a plurality of tags, each of the plurality of tags being associated with a document characteristic;

a process to define at least one rule, each rule being a restriction on the application of the plurality of tags to a plurality of documents;

a process to associate at least one of the plurality of tags to one or more documents of the plurality of documents; and

a process to validate whether the plurality of tags assigned to the plurality of documents are consistent with each rule.

2. The system of claim 1 in which process to validate whether the plurality of tags assigned to the plurality of documents are consistent with each rule is further configured to perform the validation in real time.

3. The system of claim 1 further comprising a apparatus for managing access control for a plurality of users, wherein the process for associating at least one of the plurality of tags to the document comprises a process for preventing at least one of the plurality of users from modifying the tag associations based on the access control configuration.

4. The system of claim 1 further comprising a process for managing access control for a plurality of users, wherein the process for associating at least one of the plurality of tags to a plurality of documents comprises a process for preventing at least one of the plurality of users from seeing at least one of the tag associations based on the access control configuration.

5. The system of claim 1 wherein the process configured to create a plurality of tags is further configured to associate each tag with at least one folder in a folder structure, the tag being applied to projects associated with the folder and all subdirectories of that folder in the folder structure.

6. The system of claim 1 wherein the apparatus configured to create a plurality of tag rules is further configured to associate each tag with at least one folder in a folder structure, the tag rule being applied to projects associated with the folder and all subdirectories of that folder in the folder structure.

7. A method for document review comprising:

defining a set of one or more tags, with each tag being associated with a document classification;

defining one or more rules associated with each tag, each rule being a restriction on the application of the tag to the document;

associating at least one of the tags to one or more documents; and

validating whether the tag assigned to the one or more documents is consistent with each rule.

8. The method of claim 7 further comprising:

specifying access control for a plurality of users; and

preventing at least one of the plurality of users from modifying at least one tag associations based on the access control configuration.

9. The method of claim 7 further comprising:

specifying access control for a plurality of users; and

preventing at least one of the plurality of users from seeing at least one tag associations based on the access control configuration,

10. The method of claim 7 wherein process creating a plurality of tags further comprises associating a tag with at least one folder in a folder structure, the tag being applied to projects associated with the folder and all subdirectories of that folder in the folder structure.

11. The method of claim 7 wherein process creating a plurality of tag rules further comprises associating a tag rule with at least one folder in a folder structure, the tag rule being applied to projects associated with the folder and all subdirectories of that folder in the folder structure.

12. A machine-readable medium that provides instructions for a processor, which when executed by the processor cause the processor to perform a method comprising:

defining a plurality of tags, each of the plurality of tags being associated with a document classification;

defining at least one rule, each rule being a restriction on the application of the plurality of tags to a plurality of documents;

associating at least one of the plurality of tags to one or more documents of the plurality of documents; and

validating whether the plurality of tags assigned to the plurality of documents are consistent with each rule.

13. The machine-readable medium of claim 12, wherein the validating the one or more tags is performed in real time.

14. The machine-readable medium of claim 12 in which at least one rule comprises a restriction that a first tag can only be applied to a document if a predetermined first set of tags is applied.

15. The machine-readable medium of claim 12 in which at least one rule comprises a restriction that a first tag can only be applied to a document if a none of a predetermined first set of tags is applied.

16. The machine-readable medium of claim 12 in which at least one rule comprises a restriction that a second tag can only be applied to a document if not all of a predetermined first set of tags is applied.

17. The machine-readable medium of claim 12 in which at least one rule comprises a restriction that a second tag can only be applied to a document if at least one of a predetermined first set of tags is applied.

18. The machine-readable medium of claim 12 in which at least one rule comprises a restriction that a second tag can only be applied to a document if at most one of a predetermined first set of tags is applied.

19. The machine-readable medium of claim 12 in which at least one rule comprises a restriction that a second tag can only be applied to a document if exactly one of a predetermined first set of tags is applied.

20. The machine-readable medium of claim 12 further comprising:

specifying access control for a plurality of users; and

preventing at least one of the plurality of users from modifying at least one tag associations based on the access control configuration.