Systems and methods for facilitating access to documents via an entitlement rule
First Claim
Patent Images
1. A method of facilitating access to financial documents, comprising:
- receiving information associated with a financial document;
determining a document tag associated with the financial document based on the received information;
automatically analyzing financial content of the financial document to determine an appropriate entitlement rule, including;
(i) an entitlement subject associated with a group of content readers, (ii) an entitlement resource associated with at least one financial document, and (iii) an entitlement action associated with the entitlement subject and the entitlement resource, wherein the entitlement action indicates whether a content reader associated with the entitlement subject can receive the financial document without being able to modify the financial document;
before a content selection tag associated with a requesting content reader is determined, evaluating the entitlement rule in connection with a plurality of content readers to generate an entitlement vector that indicates which of the content readers will be able to access information associated with the financial document;
determining the content selection tag associated with the requesting content reader; and
arranging for the requesting content reader to receive information associated with the financial document based on the entitlement vector and a bit vector representing at least one of;
(i) the document tag and a plurality of content selection tag sets, or (ii) a content selection tag set and a plurality of document tags.
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Abstract
Systems and methods are provided to facilitate access to documents via one or more entitlement rules. According to one embodiment, a document tag associated with a document is determined. For example, a content controller may determine a document tag based on information received from a content publisher. A content selection tag associated with a content reader is also determined. It is then arranged for the content reader to receive information associated with the document based on the document tag, the content selection tag, and one or more entitlement rules.
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Citations
26 Claims
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1. A method of facilitating access to financial documents, comprising:
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receiving information associated with a financial document; determining a document tag associated with the financial document based on the received information; automatically analyzing financial content of the financial document to determine an appropriate entitlement rule, including;
(i) an entitlement subject associated with a group of content readers, (ii) an entitlement resource associated with at least one financial document, and (iii) an entitlement action associated with the entitlement subject and the entitlement resource, wherein the entitlement action indicates whether a content reader associated with the entitlement subject can receive the financial document without being able to modify the financial document;before a content selection tag associated with a requesting content reader is determined, evaluating the entitlement rule in connection with a plurality of content readers to generate an entitlement vector that indicates which of the content readers will be able to access information associated with the financial document; determining the content selection tag associated with the requesting content reader; and arranging for the requesting content reader to receive information associated with the financial document based on the entitlement vector and a bit vector representing at least one of;
(i) the document tag and a plurality of content selection tag sets, or (ii) a content selection tag set and a plurality of document tags. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22)
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23. An apparatus, comprising:
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a processor; and a storage device in communication with said processor and storing instructions adapted to be executed by said processor to; receive information associated with a financial document; determine a document tag associated with the financial document based on the received information; automatically analyze financial content of the financial document to determine an appropriate entitlement rule, including;
(i) an entitlement subject associated with a group of content readers, (ii) an entitlement resource associated with at least one financial document, and (iii) an entitlement action associated with the entitlement subject and the entitlement resource, wherein the entitlement action indicates whether a content reader associated with the entitlement subject can receive the financial document without being able to modify the financial document;before a content selection tag associated with a requesting content reader is determined, evaluate the entitlement rule in connection with a plurality of content readers to generate an entitlement vector comprising a series of values that indicate which of the content readers will be able to access information associated with the financial document; determine the content selection tag associated with the requesting content reader; and arrange for the requesting content reader to receive information associated with the financial document based on the entitlement vector and a bit vector representing at least one of;
(i) the document tag and a plurality of content selection tag sets, or (ii) a content selection tag set and a plurality of document tags. - View Dependent Claims (24, 25)
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26. A medium storing instructions adapted to be executed by a processor to perform a method of facilitating access to financial documents, said method comprising:
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receiving information associated with a financial document; determining a document tag associated with the financial document based on the received information; automatically analyzing financial content of the financial document to determine an appropriate entitlement rule, including;
(i) an entitlement subject associated with a group of content readers, (ii) an entitlement resource associated with at least one financial document, and (iii) an entitlement action associated with the entitlement subject and the entitlement resource, wherein the entitlement action indicates whether a content reader associated with the entitlement subject can receive the financial document without being able to modify the financial document;before a content selection tag associated with a requesting content reader is determined, evaluating the entitlement rule in connection with a plurality of content readers to generate an entitlement vector that indicates which of the content readers will be able to access information associated with the financial document; determining the content selection tag associated with the requesting content reader; and arranging for the requesting content reader to receive information associated with the financial document based on the entitlement vector and a bit vector representing at least one of;
(i) the document tag and a plurality of content selection tag sets, or (ii) a content selection tag set and a plurality of document tags.
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Specification