Systems and methods for facilitating access to documents via a set of content selection tags

• US 8,028,001 B2
• Filed: 10/30/2001
• Issued: 09/27/2011
• 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: Elci, Reha, Dweck, Jay S.
• Primary Examiner(s): Lu; Kuen S
• Application Number:
  US10/016,673
• Publication Number:
  US 20030084404A1
• Time in Patent Office: 3,619 Days
• Field of Search: 707/1, 707/2, 707/10, 707/102, 707/104.1, 707/803, 707/829, 707/786
• US Class Current: 707/803
• CPC Class Codes: G06F 16/38 Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually
• CPC Class Codes: G06F 16/93 Document management systems

Abstract

Systems and methods are provided to facilitate access to documents via a set of content selection tags. According to one embodiment, information is received from a content reader. For example, a content controller may receive information from a content reader via a Web site. A set of content selection tags are then established based on the received information, each content selection tag being associated with a hierarchical tag domain. It is then arranged for the content reader to receive an indication of a document tag in accordance with the set of content selection tags. For example, a content controller may retrieve one or more documents based on a set of content selection tags and document tags and transmit indications of the retrieved documents to a content reader via a Web site.

Claims

1. A processor-implemented method of facilitating access to documents, comprising:

receiving content selection data from a content reader;

determining by a processor a set of content selection tags from the received content selection data;

generating at least one hierarchical tag domain association for each of the content selection tags in the set;

generating at least one relationship between the content selection tags in the set in accordance with a predetermined rule associated with the at least one hierarchical tag domain;

providing the content reader an indication of a document in accordance with the hierarchical tag domain and the set of content selection tags having the at least one relationship; and

storing the set of content selection tags having the hierarchical tag domain association and the at least one relationship in association with the content reader;

wherein the content selection tags are further associated with Boolean operations in accordance with the content selection data received from the content reader.

2. The method of claim 1, wherein at least one tag domain comprises a multilevel domain, and at least one domain level is associated with a plurality of content selection tags.

3. The method of claim 1, wherein at least one content selection tag is associated with at least one of:

(i) a content author, (ii) a content date, or (iii) a content type.

4. The method of claim 1, wherein at least one content selection tag includes:

(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) security, (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, or (xix) a currency.

5. The method of claim 1, wherein said receiving comprises:

receiving an indication of the set of content selection tags via a graphical user interface.

6. The method of claim 1, wherein the set of content selection tags is adapted to facilitate selection of the document in accordance with a set of document tags.

7. The method of claim 6, wherein the set of documents tags are established in accordance with information received from a content publisher via a graphical user interface.

8. The method of claim 6, wherein document tags are associated with hierarchical tag domains similar to the tag domains associated with the set of content selection tags.

9. The method of claim 6, wherein at least one document tag comprises at least one of:

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

10. The method of claim 6, wherein the document comprises content to be provided to a user via a communication network.

11. The method of claim 10, wherein the communication network includes:

(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.

12. The method of claim 10, wherein the document comprises at least one of:

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

13. The method of claim 10, 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.

14. The method of claim 6, further comprising:

transmitting the document to the content reader.

15. The method of claim 14, 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 sewer, (vi) a portable computing device, (vii) a wireless telephone, (viii) a Web site, or (ix) an electronic mail message.

16. The method of claim 6, wherein the set of content selection tags is associated with at least one of:

(i) a content reader request, or (ii) an entitlement tag.

17. The method of claim 1, wherein the set of content selection tags is further stored in association with a reader-defined name.

18. The method of claim 17, further comprising:

recieving additional information from the content reader; and

storing a modified set of content selection tags in association with the content reader and the reader-defined name based on the additional information.

19. The method of claim 1, wherein the set of content selection tags comprises a first set of content selection tags and further comprising:

receiving additional information from the content reader;

establishing a second set of content selection tags based on the additional information; and

storing the second set of content selection tags in association with the content reader, wherein other sets of content selection tags are stored in association with other content readers.

20. The method of claim 19, wherein the first set of content selection tags is associated with a first portion of a reader display and the second set of content selection tags is associated with a second portion of the reader display.

21. The method of claim 20, further comprising:

receiving from the content reader a selection of at least one of the first and second sets of content selection tags; and

transmitting to the content reader an indication of a document in accordance with the selected set of content selection tags.

22. The method of claim 1, further comprising:

determining whether the document is suitable for transmission to the content reader in accordance with at least one document tag associated with the document; and

transmitting the document to the content reader based on the determining.

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 content selection data from a content reader;

determine by a processor a set of content selection tags from the received content selection data;

generate at least one hierarchical tag domain association for each of the content selection tags in the set;

generate at least one relationship between the content selection tags in the set in accordance with a predetermined rule associated with the at least one hierarchical tag domain;

provide the content reader an indication of a document in accordance with the hierarchical tag domain and the set of content selection tags having the at least one relationship; and

store the set of content selection tags having the hierarchical tag domain association and the at least one relationship in association with a reader-defined name;

wherein the content selection tags are further associated with Boolean operations in accordance with the content selection data received from the content reader.

24. The apparatus of claim 23, wherein said storage device further stores at least one of (i) a tag database, (ii) a document database, or (iii) a content reader 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 computer readable medium storing computer executable instructions for causing the computer to:

receive content selection data from a content reader;

determine by a processor a set of content selection tags from the received content selection data;

generate at least one hierarchical tag domain association for each of the content selection tags in the set;

generate at least one relationship between the content selection tags in the set in accordance with a predetermined rule associated with the at least one hierarchical tag domain;

provide the content reader an indication of a document in accordance with the hierarchical tag domain and the set of content selection tags having the at least one relationship; and

store the set of content selection tags having the hierarchical tag domain association and the at least one relationship in association with the content reader;

wherein the content selection tags are further associated with Boolean operations in accordance with the content selection data received from the content reader.

27. The computer readable medium of claim 26, wherein at least one tag domain comprises a multilevel domain, and at least one domain level is associated with a plurality of content selection tags.

28. The computer readable medium of claim 26, wherein at least one content selection tag is associated with at least one of:

(i) a content author, (ii) a content date, or (iii) a content type.