Systems and methods for facilitating access to documents via an entitlement rule

• US 7,191,185 B2
• Filed: 02/26/2002
• Issued: 03/13/2007
• 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: Finnerty, Warren P., Dweck, Jay S., Elci, Reha
• Primary Examiner(s): Pardo, Thuy N.
• Application Number:
  US10/084,824
• Publication Number:
  US 20030084021A1
• Time in Patent Office: 1,841 Days
• Field of Search: 707/3, 707/10, 707/101, 707/102, 707/103.Y, 707/104.1, 705/7, 705/35, 705/37, 705/1, 705/3
• US Class Current: 707/694
• CPC Class Codes: G06F 16/335 Filtering based on additional data, e.g. user or group profiles filtering in web context G06F16/9535, G06F16/9536
• CPC Class Codes: G06F 16/353 into predefined classes
• CPC Class Codes: G06F 21/6218 to a system of files or objects, e.g. local or distributed file system or database
• CPC Class Codes: Y10S 707/915 Image
• CPC Class Codes: Y10S 707/916 Audio
• CPC Class Codes: Y10S 707/917 Text
• CPC Class Codes: Y10S 707/95 Financial
• CPC Class Codes: Y10S 707/99942 Manipulating data structure, e.g. compression, compaction, compilation
• CPC Class Codes: Y10S 707/99943 Generating database or data structure, e.g. via user interface
• CPC Class Codes: Y10S 707/99944 Object-oriented database structure
• CPC Class Codes: Y10S 707/99945 Object-oriented database structure processing

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.

Claims

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.

2. The method of claim 1, wherein the entitlement rule includes:

an entitlement subject associated with a group of content readers.

3. The method of claim 1, wherein the entitlement rule includes:

an entitlement resource associated with at least one financial document.

4. The method of claim 1, wherein the entitlement rule is associated with at least one entitlement tag.

5. The method of claim 4, wherein the entitlement tag is associated with at least one entitlement tag domain.

6. The method of claim 5, wherein the entitlement tag domain comprises a single-rooted, hierarchical data structure.

7. The method of claim 5, wherein the entitlement tag domain comprises a multi-level domain, and at least one domain level comprises a plurality of entitlement tags.

8. The method of claim 4, wherein the entitlement tag is associated with at least one of:

(i) a content reader category, (ii) a content reader region, or (iii) a financial document category.

9. The method of claim 1, wherein said arranging comprises transmitting an indication of the financial document to the requesting content reader.

10. The method of claim 1, wherein said arranging comprises transmitting the financial document to the requesting content reader.

11. The method of claim 1, wherein the document tag is determined by retrieving information from a database.

12. The method of claim 1, wherein the document tag is determined by receiving information from a content publisher via a graphical user interface.

13. The method of claim 1, wherein the document tag comprises at least one of:

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

14. The method of claim 1, wherein the content selection tag is determined by retrieving information from a database.

15. The method of claim 1, wherein content selection tag is determined by receiving information from the requesting content reader via a graphical user interface.

16. The method of claim 1, wherein said arranging is further based on a content reader tag.

17. The method of claim 1, wherein the financial document comprises content to be provided to a requesting content reader device via a communication network.

18. The method of claim 17, 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, (vi) a wireless network, or (vii) a local area network.

19. The method of claim 17, wherein the financial document comprises at least one of:

(i) text content, (ii) image content, (iii) audio content, or (iv) executable content.

20. The method of claim 17, wherein the content comprises at least one of:

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

21. The method of claim 1, further comprising:

transmitting the financial document to the requesting content reader.

22. The method of claim 21, wherein said transmitting is performed via at least one of:

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

23. 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 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.

24. The apparatus of claim 23, wherein said storage device further stores at least one of:

(i) a document database, (ii) a content reader database, (iii) an entitlement rule database, or (iv) an output database.

25. The apparatus of claim 23, further comprising:

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

(i) a content publishing device, (ii) a document storage device, (iii) a content controller, (iv) a content reader device, or (v) a payment device.

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:

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.