System and method for delivering results of a search query in an information management system
First Claim
1. A computer-implemented method for delivering search results that include data from one or more online data repositories that store a plurality of online reports and one or more offline data repositories that store a plurality of archived or compressed reports in a long-term backup system, comprising:
- setting security to limit access to the plurality of online reports stored in the online data repositories and the plurality of archived or compressed reports stored in the offline data repositories;
specifying one or more mandatory criteria fields and one or more optional criteria fields to search the online data repositories and the offline data repositories;
searching, by a processor, the plurality of online reports stored in the online data repositories to identify a first report among the plurality of online reports stored in the online data repositories that matches criteria provided in a search query in response to a data management application determining that the criteria provided in the search query includes at least the one or more mandatory criteria fields;
searching, by the processor, the plurality of archived or compressed reports stored in the long-term backup system associated with the offline data repositories to identify a second report among the plurality of archived or compressed reports stored in the offline data repositories that matches the criteria provided in the search query in response to the data management application determining that the criteria provided in the search query includes at least the one or more mandatory criteria fields;
exporting data from the first report identified in the online data repositories in accordance with one or more export options provided for the first report;
exporting data from the second report identified in the offline data repositories in accordance with one or more export options provided for the second report, wherein exporting the data from the second report includes unarchiving or decompressing the second report identified among the plurality of archived or compressed reports stored in the offline data repositories;
analyzing the data exported from the first report and the data exported from the second report;
delivering, by a data management application, the analyzed data exported from the first report and the analyzed data exported from the second report to a spreadsheet application in response to a user that submitted the search query having one or more permissions that satisfy the security, wherein manipulating the data delivered to the spreadsheet application does not modify the first report stored in the online data repositories or the second report stored in the long-term backup system associated with the offline data repositories; and
tracking activity associated with the user interacting with the analyzed data delivered to the spreadsheet application to generate an audit log, vary a presentation associated with the first report or the second report depending on read versus unread status, and generate statistical analysis relating to the tracked activity.
1 Assignment
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Accused Products
Abstract
A system and method for managing data repositories may include providing techniques for end users to access and manipulate reports stored in the repositories. Text-based, image-based, or other types of reports may be stored in online and/or offline repositories, and in response to a search request, reports stored in the online and/or offline repositories may be retrieved. End users may export report data from text-based and/or image-based formats by converting the data into a spreadsheet format using various customization techniques. Thus, end users may edit, modify, analyze, or otherwise manipulate information in online and/or offline reports, while maintaining integrity of the information in the repositories.
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Citations
36 Claims
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1. A computer-implemented method for delivering search results that include data from one or more online data repositories that store a plurality of online reports and one or more offline data repositories that store a plurality of archived or compressed reports in a long-term backup system, comprising:
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setting security to limit access to the plurality of online reports stored in the online data repositories and the plurality of archived or compressed reports stored in the offline data repositories; specifying one or more mandatory criteria fields and one or more optional criteria fields to search the online data repositories and the offline data repositories; searching, by a processor, the plurality of online reports stored in the online data repositories to identify a first report among the plurality of online reports stored in the online data repositories that matches criteria provided in a search query in response to a data management application determining that the criteria provided in the search query includes at least the one or more mandatory criteria fields; searching, by the processor, the plurality of archived or compressed reports stored in the long-term backup system associated with the offline data repositories to identify a second report among the plurality of archived or compressed reports stored in the offline data repositories that matches the criteria provided in the search query in response to the data management application determining that the criteria provided in the search query includes at least the one or more mandatory criteria fields; exporting data from the first report identified in the online data repositories in accordance with one or more export options provided for the first report; exporting data from the second report identified in the offline data repositories in accordance with one or more export options provided for the second report, wherein exporting the data from the second report includes unarchiving or decompressing the second report identified among the plurality of archived or compressed reports stored in the offline data repositories; analyzing the data exported from the first report and the data exported from the second report; delivering, by a data management application, the analyzed data exported from the first report and the analyzed data exported from the second report to a spreadsheet application in response to a user that submitted the search query having one or more permissions that satisfy the security, wherein manipulating the data delivered to the spreadsheet application does not modify the first report stored in the online data repositories or the second report stored in the long-term backup system associated with the offline data repositories; and tracking activity associated with the user interacting with the analyzed data delivered to the spreadsheet application to generate an audit log, vary a presentation associated with the first report or the second report depending on read versus unread status, and generate statistical analysis relating to the tracked activity. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 28, 29, 36)
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10. A computer-readable storage medium having computer-executable instructions recorded thereon for delivering search results that include data from one or more online data repositories that store a plurality of online reports and one or more offline data repositories that store a plurality of archived or compressed reports in a long-term backup system, the computer-executable instructions operable when executed on a computer to:
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set security to limit access to the plurality of online reports stored in the online data repositories and the plurality of archived or compressed reports stored in the offline data repositories; specify one or more mandatory criteria fields and one or more optional criteria fields to search the online data repositories and the offline data repositories; search, by a processor, the plurality of online reports stored in the online data repositories to a first report among the plurality of online reports stored in the online data repositories that matches criteria provided in a search query in response to the criteria provided in the search query including at least the one or more mandatory criteria fields; search, by the processor, the plurality of archived or compressed reports stored in the long-term backup system associated with the offline data repositories to identify a second report among the plurality of archived or compressed reports stored in the offline data repositories that matches the criteria provided in the search query in response to the criteria provided in the search query including at least the one or more mandatory criteria fields; export data from the first report identified in the online data repositories in accordance with one or more export options provided for the first report; export data from the second report stored in the offline data repositories in accordance with one or more export options provided for the second report, wherein the computer-executable instructions are further operable to unarchive or decompress the second report identified among the plurality of archived or compressed reports stored in the offline data repositories to export the data from the second report; analyze the data exported from the first report and the data exported from the second report; deliver the analyzed data exported from the first report and the analyzed data exported from the second report to a spreadsheet application in response to a user that submitted the search query having one or more permissions that satisfy the security, wherein manipulating the data delivered to the spreadsheet application does not modify the first report stored in the online data repositories or the second report stored in the long-term backup system associated with the offline data repositories; and track activity associated with the user interacting with the analyzed data delivered to the spreadsheet application to generate an audit log, vary a presentation associated with the first report or the second report depending on read versus unread status, and generate statistical analysis relating to the tracked activity. - View Dependent Claims (11, 12, 13, 14, 15, 16, 17, 18, 30, 31, 35)
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19. A system for delivering search results, comprising:
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one or more online data repositories configured to store a plurality of online reports; a long-term backup facility having one or more offline data repositories configured to store a plurality of archived or compressed reports; a data management application configured to; set security to limit access to the reports stored in the online data repositories and the plurality of archived or compressed reports stored in the offline data repositories; and specify one or more mandatory criteria fields and one or more optional criteria fields to search the online data repositories and the offline data repositories; and one or more processors configured to; receive a search query from a client device; search the plurality of online reports stored in the online data repositories to identify a first report among the plurality of online reports stored in the online data repositories that matches criteria provided in the search query in response to the criteria provided in the search query including at least the one or more mandatory criteria fields; search the plurality of archived or compressed reports in the long-term backup facility associated with the offline data repositories to identify a second report among the plurality of archived or compressed reports stored in the offline data repositories that matches the criteria provided in the search query in response to the criteria provided in the search query including at least the one or more mandatory criteria fields; export data from the first report identified in the online data repositories in accordance with one or more export options provided for the first report; export data from the second report stored in the offline data repositories in accordance with one or more export options provided for the second report, wherein the one or more processors are further configured to unarchive or decompress the second report identified among the plurality of archived or compressed reports stored in the offline data repositories to export the data from the second report; analyze the data exported from the first report and the data exported from the second report; deliver the analyzed data exported from the first report and the analyzed data exported from the second report to a spreadsheet application associated with the client device in response to the data management application determining that a user that submitted the search query has one or more permissions that satisfy the security, wherein manipulating the data delivered to the spreadsheet application on the client device does not modify the first report stored in the online data repositories or the second report stored in the offline data repositories, and wherein the data management application is further configured to track activity associated with the user interacting with the analyzed data delivered to the spreadsheet application to generate an audit log, vary a presentation associated with the first report or the second report depending on read versus unread status, and generate statistical analysis relating to the tracked activity. - View Dependent Claims (20, 21, 22, 23, 24, 25, 26, 27, 32, 33, 34)
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Specification