System, Method and Apparatus for Data Management with Rules on Containers for Collections of Data

• US 20180052836A1
• Filed: 08/19/2016
• Published: 02/22/2018
• Est. Priority Date: 08/19/2016
• Status: Active Grant

• Current Assignee: Charles Nicholls
• Original Assignee: Charles Nicholls
• Inventors: Nicholls, Charles
• Granted Patent: US 10,417,182 B2
• Time in Patent Office: Days
• CPC Class Codes: G06F 16/164 File meta data generation
• CPC Class Codes: G06F 16/93 Document management systems

Abstract

System, method and apparatus are provided for creating and managing programmable rules on containers for collections of data items presented through the operating environment. This invention gives a container (folders or enhanced containers) the ability to be more than a straight-forward receptacle to contain a collection of data objects and other sub-containers. The invention provides for adding a data item into a container system, collecting information from the data item and any pre-existing metadata, matching the information to a container using the container'"'"'s rules, and if any matching containers are found, filing of the data item proceeds into any candidate locations.

Claims

1-20. -20. (canceled)

21. A computer-implemented method for automatically filing data in a container comprising:

Upon the addition of a data item into a container system;

a) collecting information from the data item and any pre-existing metadata;

b) matching the information to a container using the container'"'"'s inclusion or exclusion rules;

c) automatically filing the data item into any matching containers.

22. The method of claim 21, wherein collecting information from the data item includes extracting key information from the data item content.

23. The method of claim 21, wherein when no matching containers are found, one or more new containers are created and automatic filing occurs in the one or more new containers.

24. The method of claim 21, further comprising:

providing the user the option of approving each matching container before automatically filing the data item into the matching container.

25. The method of claim 23, further comprising:

when no matching containers are found, providing the user with the option of approving the creation of each new container before automatic filing proceeds.

26. The method of claim 24, wherein if the user does not approve of at least one container, providing the user with the option of manually filing the data item.

27. The method of claim 25, wherein if the user does not approve of at least one container, providing the user with the option of manually filing the data item.

28. The method of claim 25, wherein if the user does not approve of at least one container, automatically placing the object in a default container.

29. The method of claim 21 further comprising:

After collecting information from the data item and any pre-existing metadata, creating an enhanced data object using the information;

Wherein the enhanced data object is automatically filed into any matching containers.

30. An apparatus for automatically filing a data object in a container comprising at least one processor, the at least one processor configured to at least perform:

Upon the addition of a data item into a container system;

a) collecting information from the data item and any pre-existing metadata;

b) matching the information to a container using the container'"'"'s inclusion or exclusion rules;

c) automatically filing the data item into any matching containers.

31. The apparatus of claim 30, wherein collecting information from the data item includes extracting key information from the data item content.

32. The apparatus of claim 30, wherein when no matching containers are found, one or more new containers are created and automatic filing occurs in the one or more new containers.

33. The apparatus of claim 30, further comprising:

providing the user the option of approving each matching container before automatically filing the data item into the matching container.

34. The apparatus of claim 32, further comprising:

when no matching containers are found, providing the user with the option of approving the creation of each new container before automatic filing proceeds.

35. The apparatus of claim 33, wherein if the user does not approve of at least one container, providing the user with the option of manually filing the data item.

36. The apparatus of claim 34, wherein if the user does not approve of at least one container, providing the user with the option of manually filing the data item.

37. The apparatus of claim 34, wherein if the user does not approve of at least one container, automatically placing the object in a default container.

38. The apparatus of claim 30, wherein the at least one processor is configured to cause the apparatus to further perform:

After collecting information from the data item and any pre-existing metadata, creating an enhanced data object using the information;

Wherein the enhanced data object is automatically filed into any matching containers.