Systems and methods for facilitating access to documents via associated tags

• US 6,970,870 B2
• Filed: 10/30/2001
• Issued: 11/29/2005
• 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: Dweck, Jay S., Elci, Reha, Moulton, Wendy J.
• Primary Examiner(s): Rimell, Sam
• Assistant Examiner(s): Chojnacki, Mellissa M.
• Application Number:
  US10/016,674
• Publication Number:
  US 20030084048A1
• Time in Patent Office: 1,491 Days
• Field of Search: 707 1- 10, 707100-1041, 707/501, 707/512, 707/516, 707/201, 395/193, 395/600, 395/774, 709200-203
• US Class Current: 1/1
• CPC Class Codes: G06F 16/353 into predefined classes
• CPC Class Codes: Y10S 707/99931 Database or file accessing

Abstract

Systems and methods are provided to facilitate access to documents via associated tags. According to one embodiment, a first document tag is initially assigned to a document. For example, an author may review a document and indicate which document tag should be assigned to the document. An associated tag for the document is then automatically determined based on the first document tag. For example, a pre-determined tag association may be used to determine the associated tag based on the first document tag. The author may then review the associated tag to determine whether or not the associated tag should be also assigned to the document.

Claims

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

receiving an investment research document from a content publisher;

receiving an indication of a first document tag from the content publisher, wherein the first document tag is associated with first domain having a single-rooted, hierarchical data structure;

automatically determining an associated tag for the document based on a rule associated with the first document tag, wherein the associated tag is associated with a second domain having a single-rooted, hierarchical data structure;

transmitting an indication of the associated tag to the content publisher;

receiving an indication from the content publisher, the indication indicating whether the automatically determined associated tag is appropriate;

assigning a second document tag to the investment research document based on the associated tag and the received indication;

retrieving the investment research document in accordance with the second document tag and at least one of;

(i) a reader tag, (ii) a request tag, and (iii) an entitlement tag; and

transmitting the retrieved investment research document to a content reader via a communication network.

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

receiving an investment research document from a content publisher;

receiving an indication of a first document tag from the content publisher, wherein the first document tag is associated with first domain having a single-rooted, hierarchical data structure;

automatically determining an associated tag for the document based on a rule associated with the first document tag, wherein the associated tag is associated with a second domain having a single-rooted, hierarchical data structure;

transmitting an indication of the associated tag to the content publisher;

receiving an indication from the content publisher, the indication indicating whether the automatically determined associated tag is appropriate;

assigning a second document tag to the investment research document based on the associated tag and the received indication;

retrieving the investment research document in accordance with the second document tag and at least one of;

(i) a reader tag, (ii) a request tag, and (iii) an entitlement tag; and

transmitting the retrieved investment research document to a content reader via a communication network.

3. The method of claim 2, wherein the received indication is associated with an acceptance by the content publisher of the automatically determined associated tag.

4. The method of claim 2, wherein the second document tag comprises the automatically determined associated tag.

5. The method of claim 2, wherein the investment research document comprises at least one of:

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

6. The method of claim 2, 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, (v) a wireless network, and (vi) a local area network.

7. The method of claim 2, wherein the investment research comprises at least one of:

(i) financial information, (ii) financial news, (iii) information about financial events, (iv) investment information, and (v) market information.

8. The method of claim 2, wherein at least one of the tags is associated with at least one of:

(i) an author, (ii) a date, and (iii) an information type.

9. The method of claim 2, wherein at least one of the tags 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) a security instrument, (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.

10. The method of claim 2, wherein the first document tag comprises at least one of:

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

11. The method of claim 2, wherein the rule is associated with at least one of:

(i) a start date, (ii) an end date, (iii) antecedent tags, (iv) descendant tags, and (v) sibling tags.

12. The method of claim 2, wherein investment research document are received from a plurality of content publishers.

13. The method of claim 2, wherein said transmitting is performed via at least one of:

(i) a content controller, (ii) a content reader, (iii) a personal computer, (iv) a server, (v) a portable computing device, (vi) a telephone, (vii) a Web site, and (viii) an electronic mail message.

14. 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 an investment research document from a content publisher;

receive an indication of a first document tag from the content publisher, wherein the first document tag is associated with first domain having a single-rooted, hierarchical data structure;

automatically determine an associated tag for the document based on a rule associated with the first document tag, wherein the associated tag is associated with a second domain having a single-rooted, hierarchical data structure;

transmit an indication of the associated tag to the content publisher;

receive an indication from the content publisher, the indication indicating whether the automatically determined associated tag is appropriate;

assign a second document tag to the investment research document based on the associated tag and the received indication;

retrieve the investment research document in accordance with the second document tag and at least one of;

(i) a reader tag, (ii) a request tag, and (iii) an entitlement tag; and

transmit the retrieved investment research document to a content reader via a communication network.

15. The apparatus of claim 14, wherein said storage device further stores at least one of:

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

16. The apparatus of claim 14, further comprising:

a communication device coupled to said processor and adapted to communicate with at least one of;

(i) a content publisher, (ii) a document storage device, (iii) a content controller, (iv) a content reader, and (v) a payment service.