Discovery information management system

• US 8,548,997 B1
• Filed: 04/08/2009
• Issued: 10/01/2013
• Est. Priority Date: 04/08/2009
• Status: Active Grant

• Current Assignee: Jianqing Wu
• Original Assignee: Jianqing Wu
• Inventors: Wu, Jianqing
• Primary Examiner(s): Corrielus, Jean M
• Application Number:
  US12/420,817
• Time in Patent Office: 1,637 Days
• Field of Search: 707/736, 707/740, 705/7, 705/9, 709/223, 709/218
• US Class Current: 707/736
• CPC Class Codes: G06Q 10/103 Workflow collaboration or project management

Abstract

A discovery information management system, which can be easily configured, instantly reset, and run by project managers, is disclosed for use in discovery processes. The system allows users to post information on a discussion board, exchange email between members, add information to plural configurable database tables, validate information in different routes by different methods, move information between tables, share real-time information by using local search method, project-wide search method, and interactive data retrieving tools. The system also allows the users to process information by using interactive server pads, investigative identity data search algorithm, identity data processing algorithm, configurable interactive data entry tool, and phrase construction tool.

Claims

1. A system for collecting, storing and distributing information among plural users, the system comprising:

a server having a network interface and being connected to a network or the Internet;

at least one client computer being connected to the server, the client computer being used by a user;

means for setting up a project with a project name;

means for creating and modifying user accounts for a plurality of users for the project;

means for tracking configurable database tables under a database application using a data table, said data table containing a data entry containing table name or navigation name, and a unique number or string for each of the configurable database tables;

means for configuring at least one database table for the project by creating one or more database tables, deleting one or more database tables, overwriting one or more database tables, changing and/or the table structures of one or more database tables, and making all data entries in the data table consistent with the database tables under the database application;

means for creating a navigation bar using navigation names or table names from the data entries of the data table for at least one database table;

means for submitting information from client computer to the server for storage in any of the at least one database table; and

means for retrieving information from any of the at least one database table and sending the retrieved information to the client computer for display,

wherein one of the buttons of the navigation bar is for accessing the retrieving means, and at least one button on a web page associating with any of the at least one database table is for accessing the submitting means.

2. The system of claim 1, further comprising means for setting up a data source for a destination field of the at least one database table or means for uploading a file containing properly delimited data into a data source setup table, and means for supporting interactive data entry in an input box for the destination field.

3. The system of claim 2 further comprising means for constructing a phrase by combining plural user-selected data pieces in plural interactive input boxes or by combining a plurality of data pieces that have been selected in an interactive search box on a web page.

4. The system of claim 1 wherein the means for configuring database tables comprises means for uploading a configuration file containing table names and table structures to overwrite all of the at least one database table or specified database tables for the project or means for deleting existing database tables, creating new database tables, and modifying database tables for storing data.

5. The system of claim 4 further comprising means for exporting project data in a compressed file and means for uploading a compressed project file for rendering.

6. The system of claim 5 wherein each of the at least one database table has at least one correspondent web page, which is embedded with tools for searching, sorting and page number navigating.

7. The system of claim 5, further comprising means for posting web messages on a discussion board, sending web messages to the client computers, and displaying web messages on the discussion board, or means for exchanging email between the users.

8. The system of claim 1, further comprising means for setting up data validation table, means for setting up data validation method for each of the at least one database table, and means for validating data records on the validation table.

9. The system of claim 8 wherein the data validation table is a web table containing tentative records wherein tentative records are validated by selecting tentative records and submitting the web table to the server.

10. The system of claim 9 further comprising means for changing data access rule.

11. The system of claim 1 wherein at least one web page for the at least one database table is embedded with a global search button for opening a global search page.

12. The system of claim 11, further comprising means for setting up plural manager accounts respectively for plural projects by a server administrator and means for changing account passwords by each of the managers.

13. The system of claim 12 further, comprising means for exporting project data in a compressed file and means for uploading a compressed project file for rendering.

14. The system of claim 13, further comprising means for posting web messages, searching web messages, and displaying web messages on a discussion board, or means for exchanging email between the users.

15. The system of claim 14, further comprising means for setting up guidelines for the users.

16. The system of claim 1, further comprising means for generating for each user a server pad, means for saving data entered in the server pad in a database table on the server, means for searching and retrieving data from the database table, and means for displaying retrieved data on the client computer.

17. The system of claim 16, further comprising means for interactively retrieving data from the server pad by typing one or more characters in an interactive search box and displaying retrieved data in a selection box in response to the characters that a user has typed.

18. The system of claim 1, further comprising means for searching a plurality of identity data in a name table using a search page containing a search box.

19. The system of claim 18 wherein the means for searching identity data uses a full name match method and at least one optional match method, wherein the at least one optional match method comprises matching obvious acronym with firm names and matching inputted email address with email addresses, matching 2-3 small initials with initials in comments and with first and last initials of names, matching obvious initials and their variants with the first letters of names and with the initials in comments, matching single-word key with first names and last names, and/or matching any part of multi-part name with first names, last names, and firm names.

20. The system of claim 19, wherein the means for searching identity data further comprises means for selecting types of entities to appear in search result, means for changing the display order and the format of found identity data, means for defining ignored ranges and ignored words, means for setting up current search settings and default search settings and applying a search setting, and/or means for showing identity data that are not found in the name table and adding identity data into the name table.

21. The system of claim 1, further comprising means for processing two lists of identity data respectively in two input boxes, returning two lists of processed identity data, and displaying the processed identity data in a desirable format, desirable order with duplicate eliminated within each of the two lists of the identity data.

22. The system of claim 21, further comprising means for displaying unmatched identity data in a table format on the client computer and means for deleting any of the identity data from the name table.

23. A system for collecting, storing and distributing information among plural users, the system comprising:

a server having a network interface and being connected to a network or the Internet;

at least one client computer being connected to the server, the client computer being used by a user;

means for creating user accounts for plural users;

means for generating a data validation table in support of at least one data validation method for at least one database table, wherein the at least one data validation method comprises manager validation and/or voting validation;

means for submitting data to the server for storage in the at least one database table from the users;

means for storing data the at least one database table;

means for validating data for the at least one database table, wherein the validating means comprises means for retrieving data records and displaying the data records on the data validation table, marking the data records to be validated submitting the data validation table to the server, identifying the marked data records, and changing the data validation statuses of the marked data records; and

means for sending data from at least one database tables to the client computer.

24. The system of claim 23, further comprising means for setting up a data source for a destination field of one of the at least one database table and means for generating interactive data entry form containing at least one interactive input box, conducting an interactive search in the data source in response to the typing of each character, retrieving responsive data, sending the retrieved data to the client computer for selection by the user on the client computer, and repeating the interactive search by entering additional characters.

25. The system of claim 24, further comprising means for uploading a file containing properly delimited data into the server and being written in a data source setup table.

26. The system of claim 23, further comprising means for changing data access rule for any of the at least one database table.

27. The system of claim 26 further comprising means for constructing a phrase by combining plural user-selected data pieces in plural interactive input boxes or by combining a plurality of data pieces that have been selected in an interactive search box.

28. The system of claim 23 further comprising means for generating for each user a server pad, to save data entered on the server pad in a database table, searching and retrieving data from the database table, the and displaying the retrieved data on the client computer.

29. The system of claim 23 wherein one of the at least one database table is a name table containing first name, last name, firm name, entity type, and comment fields, the system further comprising means for conducting identity data search in the name table by using a search page containing an input box.

30. The system of claim 29, wherein the means for conducting identity data search uses at least one match method, wherein the at least one match method comprises matching two to three letters initials with initials in comments, matching obvious name initials and their variants with the first letters of names and with the initials in comments, matching single words with first names and last names, matching any of the multi-part names with first names and last names, and/or matching an obvious acronym with firm names.

31. The system of claim 30, further comprising means selected from the group consisting of means for selecting types of entities appearing in the search result, means for changing the display order of found identity data, means for displaying identity data that are not found, means for setting up and saving default search settings and current search settings and selecting a search setting, means for conducting a new search by providing new identity data in the input box and submitting the page, means for deleting any of the unmatched identity data a search result page, and means for writing identity data in the name table.

32. The system of claim 23, further comprising means for processing two lists of identity data respectively in two input boxes and means for displaying the processed identity data from each of the two input boxes according to a selected order, selected format, without duplicates between the two lists of processed identity data.

33. The system of claim 32 further comprising means for setting up processing ranges, delimiter, output format, and output order.

34. A method for collecting, storing and distributing information among plural users on a server-and-clients system, the method comprising the steps of:

creating user accounts for plural users;

designating a project with a project name;

configuring at least one database table within a project life or between two project life cycles, for the storage of information to be collected, stored, and distributed, by uploading and executing a configuration file or an exported project file containing table names and table structures, wherein the step of executing the configuration file or the exported project file containing table names and table structures further comprises overwriting database tables, deleting database tables, creating new database tables, and/or modifying database tables;

creating a navigation bar including a navigation button for each of the at least one database table which has been configured;

submitting information to the server for storage in any of the at least one database table;

retrieving information from any of the at least one database tables and sending the retrieved information to the client computers of the users; and

displaying the retrieved information on the client computers.

35. The method of claim 34, further comprising the steps of setting up a data source for a destination field of one of the at least one database table, generating a data entry form for the database table, conducting interactive search in the data source upon the typing of each character, retrieving responsive data, sending the retrieved data to the client computer, and presenting the retreived data to the user for selection.

36. The method of claim 34, further comprising the steps of constructing and saving a phrase by combining data pieces that a user selected in plural interactive input boxes and/or by combining a plurality of data pieces that the user has selected in an interactive search box on a web page.

37. The method of claim 34 further comprising the steps of searching any of the at least one database table, finding data records, sorting found data records, and displaying the found data records on a web page.

38. The method of claim 34, further comprising the steps of setting up a data validation table, selecting a data validation method for the at least one database table, and validating data records on the validation table, wherein the validating step further comprises retrieving data records and displaying the data records on the data validation table, marking the data records to be validated, submitting the data validation table to the server, identifying the marked data records, and changing the data validation statuses of the marked data records.

39. The method of claim 38 wherein the data validation table is a table containing tentative records or a table containing both validated records and tentative records, and the data validation method is either manager validation method or voting validation method.

40. The method of claim 34, further comprising the steps of selecting private edit or public edit for data access rule for one of the at least one database table.

41. The method of claim 34, further comprising the steps of searching all database tables, retrieving data from all the database tables, arranging the retrieved data according to use-designated order on the web page, sending the web page to a client computer, and displaying the web page on the client computer.

42. The method of claim 34, further comprising the steps of exporting project data in a compressed file and uploading a compressed project file for rendering.

43. The method of claim 34, further comprising steps of writing a web message on a discussion board, submitting the web message to the server, saving the web message on the server, sending the message together with other messages to the client computers, and displaying the web message and other messages on the client computers.

44. The method of claim 34, further comprising the steps of generating for each user a server pad, saving the data entered in the server pad in a database table on the server, searching and retrieving data from the pad database table interactively, and displaying the retrieved data on the server pad.