Document management techniques to account for user-specific patterns in document metadata

• US 8,924,414 B2
• Filed: 09/12/2012
• Issued: 12/30/2014
• Est. Priority Date: 10/16/2007
• Status: Active Grant

• Current Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Original Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Inventors: Lee, Sih X., Kunzle, Adrian X.
• Primary Examiner(s): Lee, Wilson
• Application Number:
  US13/611,573
• Publication Number:
  US 20130006985A1
• Time in Patent Office: 839 Days
• Field of Search: None
• US Class Current: 707/769
• CPC Class Codes: G06F 16/2365 Ensuring data consistency and integrity
• CPC Class Codes: G06F 16/245 Query processing
• CPC Class Codes: G06F 16/2457 with adaptation to user needs
• CPC Class Codes: G06F 16/93 Document management systems

Abstract

Document management techniques to account for user-specific patterns in document metadata are disclosed. In one embodiment, a method for facilitating document retrieval may comprise: assigning a first entitlement to a first user for accessing a first plurality of documents; identifying patterns in the first user'"'"'s creation or modification of metadata related to the first plurality of documents; recording the identified patterns associated with the first user; receiving a document query from a second user who has been assigned a second entitlement to access a second plurality of documents; determining, based on the second entitlement, an access right of the second user with respect to the first plurality of documents; and modifying the document query based on the access right of the second user and the identified patterns, such that the document query returns relevant documents from the first plurality of documents despite the second user'"'"'s ignorance of the identified patterns.

Claims

1. A computer-implemented method for facilitating document retrieval in an electronic document management system, the method comprising the steps of:

identifying, by at least one processor, one or more user-specific naming patterns in metadata created by a first user in connection with a plurality of documents that the first user has a first entitlement to access;

recording, by at least one processor and in a storage medium, said identified one or more user-specific naming patterns in at least one of a naming patterns file (NPF), database, and lookup table with entries corresponding to said first user; and

modifying, by at least one processor and based on the recorded user-specific naming patterns, at least a portion of the metadata created by the first user to improve searchability by other users, the modified metadata being available in a document query for one or more of the plurality of documents by a second user, the second user having a second entitlement that is equivalent or similar to the first entitlement such that the second user is entitled to access at least some of the plurality of documents.

2. The method according to claim 1, wherein the step of modifying at least a portion of the metadata comprises replacing at least one of aliases, acronyms and shorthand spellings.

3. The method according to claim 1, wherein the step of modifying at least a portion of the metadata comprises incorporating additional information in the metadata.

4. The method according to claim 3, wherein enhancing the metadata with additional information comprises creating additional fields and allowing the additional fields to co-exist with the metadata.

5. The method according to claim 1, wherein the step of identifying one or more user-specific naming patterns occurs each time the first user creates document metadata.

6. The method according to claim 1, wherein the one or more patterns are identified by processing two or more of the plurality of documents in a batch.

7. The method according to claim 1, wherein the one or more patterns are selected from a group consisting of:

one or more consistent choices of text strings or menu items in a single metadata field;

one or more combinations of entries in two or more metadata fields; and

one or more aliases or acronyms in text entry of any metadata field.

8. The method according to claim 1, wherein the one or more identified patterns are recorded in association with the metadata related to each of the plurality of documents.

9. The method according to claim 1, wherein the one or more identified patterns are recorded in a user-specific file associated with the first user.

10. The method according to claim 1, further comprising:

retrieving at least one document based on the document query from the second user and further based at least in part on the modified at least a portion of the metadata.

11. A non-transitory computer readable medium having code for causing at least one computer processor to facilitate document retrieval in an electronic document management system by performing the steps of:

identifying, by at least one processor, one or more user-specific naming patterns in metadata created by a first user in connection with a plurality of documents that the first user has a first entitlement to access;

recording, by at least one processor and in a storage medium, said identified one or more user-specific naming patterns in at least one of a naming patterns file (NPF), database, and lookup table with entries corresponding to said first user; and

modifying, by at least one processor and based on the recorded user-specific naming patterns, at least a portion of the metadata created by the first user to improve searchability by other users, the modified metadata being available in a document query for one or more of the plurality of documents by a second user, the second user having a second entitlement that is equivalent or similar to the first entitlement such that the second user is entitled to access at least some of the plurality of documents.

12. The non-transitory computer readable medium according to claim 11, wherein modifying at least a portion of the metadata comprises replacing at least one of aliases, acronyms and shorthand spellings.

13. The non-transitory computer readable medium according to claim 11, wherein modifying at least a portion of the metadata comprises incorporating additional information in the metadata.

14. The non-transitory computer readable medium according to claim 13, wherein enhancing the metadata with additional information comprises creating additional fields and allowing the additional fields to co-exist with the metadata.

15. The non-transitory computer readable medium according to claim 11, wherein the step of identifying one or more user-specific naming patterns occurs each time the first user creates document metadata.

16. The non-transitory computer readable medium according to claim 11, wherein the one or more patterns are identified by processing two or more of the plurality of documents in a batch.

17. The non-transitory computer readable medium according to claim 11, wherein the one or more patterns are selected from a group consisting of:

one or more consistent choices of text strings or menu items in a single metadata field;

one or more combinations of entries in two or more metadata fields; and

one or more aliases or acronyms in text entry of any metadata field.

18. The non-transitory computer readable medium according to claim 11, wherein the one or more identified patterns are recorded in association with the metadata related to each of the plurality of documents.

19. The non-transitory computer readable medium according to claim 11, wherein the one or more identified patterns are recorded in a user-specific file associated with the first user.

20. The non-transitory computer readable medium according to claim 11, further comprising code for:

retrieving at least one document based on the document query from the second user and further based at least in part on the modified at least a portion of the metadata.