SYSTEM AND METHOD FOR AUTOMATICALLY ROUTING AND MANAGING STORED DOCUMENTS BASED ON DOCUMENT CONTENT

• US 20120323976A1
• Filed: 06/14/2011
• Published: 12/20/2012
• Est. Priority Date: 06/14/2011
• Status: Active Grant

• Current Assignee: CA, Inc. (d/b/a CA Technologies) (Broadcom, Inc.)
• Original Assignee: Computer Associates Think Inc. (Broadcom, Inc.)
• Inventors: Stidworthy, Paul, Bowen, Jamie Peter, Beattie, Andrew
• Granted Patent: US 9,002,908 B2
• Time in Patent Office: Days
• US Class Current: 707/812
• CPC Class Codes: G06F 16/122 using management policies backup systems G06F11/1446; file migration policies for HSM systems G06F16/185
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 3/0643 Management of files
• CPC Class Codes: G06F 3/0649 Lifecycle management

Abstract

A system and method for routing and managing documents based on document content comprises obtain a document, determine a classification for the document based on the document content, determine a storage location for the document based on the document classification, determine whether the document is stored in the determined storage location, when the document is stored in the determined storage location, update the document in the determined storage location, when the document is not stored in the determined storage location, determine whether the document is stored in another storage location, when the document is stored in another storage location, add the document in the determined storage location and delete the document from the other storage location, and when the document is not stored in the other storage location, add the document to the determined storage location.

Claims

1. A method for routing and managing documents based on document content, comprising steps of:

obtaining a document;

determining a classification for the document based on the document content;

determining a storage location for the document based on the document classification and storage rules;

determining whether the document is stored in the determined storage location;

when the document is stored in the determined storage location, updating the document in the determined storage location;

when the document is not stored in the determined storage location, determining whether the document is stored in an other storage location;

when the document is stored in the other storage location, adding the document in the determined storage location and deleting the document from the other storage location; and

when the document is not stored in the other storage location, adding the document to the determined storage location.

2. The method according to claim 1, further comprising steps of:

determining whether an entry for the document exists in a storage map;

when the entry exists and when the document is stored in the other location, updating the entry for the document to the storage map; and

when the entry does not exist, adding the entry for the document to the storage map.

3. The method according to claim 1, wherein the step of determining the storage location for the document is further based on provider policy.

4. The method according to claim 1, wherein the step of obtaining is performed using a storage gateway.

5. The method according to claim 1, wherein the steps of adding the document to the determined location and updating the document in the determined storage location are performed using a storage gateway performing on the document one or more of caching, encrypting, de-duplicating, and compressing.

6. A system for routing and managing stored documents based on document content, comprising:

a processor;

a data repository;

one or more servers; and

a module operable to obtain a document, determine a classification for the document based on the document content, determine a storage location for the document based on the document classification and storage rules, determine whether the document is stored in the determined storage location, when the document is stored in the determined storage location, update the document in the determined storage location, when the document is not stored in the determined storage location, determine whether the document is stored in another storage location, when the document is stored in an other storage location, add the document in the determined storage location and delete the document from the other storage location, and when the document is not stored in the other storage location, add the document to the determined storage location.

7. The system according to claim 6, wherein the module is further operable to determine whether an entry for the document exists in a storage map, when the entry exists and when the document is stored in the other location, update the entry for the document to the storage map, and when the entry does not exist, add the entry for the document to the storage map.

8. The system according to claim 6, wherein the storage location is further determined based on provider policy.

9. The system according to claim 6, wherein the document is obtained using a storage gateway.

10. The system according to claim 6, wherein the document is added to the determined location and the document is updated in the determined storage location using a storage gateway performing on the document one or more of caching, encrypting, de-duplicating, and compressing.

11. A computer readable storage medium storing a program of instructions executable by a computer to perform a method for routing and managing stored documents based on document content, comprising:

obtaining a document;

determining a classification for the document based on the document content;

determining a storage location for the document based on the document classification and storage rules;

determining whether the document is stored in the determined storage location;

when the document is stored in the determined storage location, updating the document in the determined storage location;

when the document is not stored in the determined storage location, determining whether the document is stored in an other storage location;

when the document is stored in the other storage location, adding the document in the determined storage location and deleting the document from the other storage location; and

when the document is not stored in the other storage location, adding the document to the determined storage location.

12. The computer readable storage medium according to claim 11, further comprising steps of:

determining whether an entry for the document exists in a storage map;

when the entry exists and when the document is stored in the other location, updating the entry for the document to the storage map; and

when the entry does not exist, adding the entry for the document to the storage map.

13. The computer readable storage medium according to claim 11, wherein the step of determining the storage location for the document is further based on provider policy.

14. The computer readable storage medium according to claim 11, wherein the step of obtaining is performed using a storage gateway.

15. The computer readable storage medium according to claim 11, wherein the steps of adding the document to the determined location and updating the document in the determined storage location are performed using a storage gateway performing on the document one or more of caching, encrypting, de-duplicating, and compressing.