System and method for automatically routing and managing stored documents based on document content

• US 9,002,908 B2
• Filed: 06/14/2011
• Issued: 04/07/2015
• Est. Priority Date: 06/14/2011
• Status: Expired due to Fees

• Current Assignee: CA, Inc. (d/b/a CA Technologies) (Broadcom, Inc.)
• Original Assignee: CA, Inc. (d/b/a CA Technologies) (Broadcom, Inc.)
• Inventors: Beattie, Andrew, Bowen, Jamie Peter, Stidworthy, Paul
• Primary Examiner(s): Trujillo, James
• Assistant Examiner(s): SHECHTMAN, CHERYL MARIA
• Application Number:
  US13/159,567
• Publication Number:
  US 20120323976A1
• Time in Patent Office: 1,393 Days
• Field of Search: None
• US Class Current: 707/812
• CPC Class Codes: G06F 16/122 using management policies backup systems G06F11/1446; file migration policies for HSM systems G06F16/185
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 3/0643 Management of files
• CPC Class Codes: G06F 3/0649 Lifecycle management

Abstract

A system and method for routing and managing documents based on document content comprises obtain a document, determine a classification for the document based on the document content, determine a storage location for the document based on the document classification, determine whether the document is stored in the determined storage location, when the document is stored in the determined storage location, update the document in the determined storage location, when the document is not stored in the determined storage location, determine whether the document is stored in another storage location, when the document is stored in another storage location, add the document in the determined storage location and delete the document from the other storage location, and when the document is not stored in the other storage location, add the document to the determined storage location.

Claims

1. A method for routing and managing documents based on document content, comprising:

determining a classification for a document based on the document content;

determining a storage location for the document based on the document classification and storage rules of a storage provider policy;

determining whether the document is stored in the determined storage location;

when the document is stored in the determined storage location, updating the document in the determined storage location;

when the document is not stored in the determined storage location, determining whether the document is stored in another storage location;

when the document is stored in the other storage location, adding the document to the determined storage location and deleting the document from the other storage location;

when the document is not stored in the determined storage location or the other storage location, adding the document to the determined storage location;

reclassifying the document with a new document classification responsive to an update of the document;

determining a new storage provider for the document responsive to a comparison of the new document classification and the storage provider policy;

adding the document to a new storage location of the new storage provider;

deleting the document from the determined storage location; and

updating an entry of the document in a storage map responsive to the adding the document to the new storage location.

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

determining whether an entry for the document exists in the storage map;

when the entry exists and when the document is stored in the other storage location, updating the entry for the document to the storage map; and

when the entry does not exist, adding the entry for the document to the storage map.

3. The method according to claim 1, wherein the document is obtained using a storage gateway.

4. The method according to claim 1, wherein the adding the document to the determined storage location and updating the document in the determined storage location further comprise performing on the document, using a storage gateway, one or more of caching, encrypting, de-duplicating, and compressing.

5. The method according to claim 1, wherein the determining a storage location further comprises comparing the document classification to the storage provider policy.

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

storing the entry of the document in the storage map, wherein the entry indicates the determined storage location and the document classification, and wherein the entry further comprises metadata comprising an access frequency of the document and a size of the document;

updating the access frequency of the entry of the document responsive to a retrieval or update of the document; and

providing the metadata of the document responsive to an audit operation for the document.

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

storing the determined storage location, the document classification and metadata comprising access frequency of the document and a size of the document as the entry of the document in the storage map;

updating the access frequency of the entry of the document in the storage map responsive to the adding the document to the new storage location; and

replacing the determined storage location with the new storage location in the entry in the storage map.

8. The method according to claim 1, wherein the determining the classification further comprises determining the classification for the document based on a predetermined company policy.

9. A system for routing and managing stored documents based on document content, comprising:

at least one processor;

a data repository;

at least one memory coupled to the at least one processor and comprising computer readable program code embodied in the at least one memory that when executed by the at least one processor causes the at least one processor to perform operations comprising;

determining a classification for a document based on the document content;

determining a storage location for the document based on the document classification and storage rules of a storage provider policy;

determining whether the document is stored in the determined storage location;

when the document is stored in the determined storage location, updating the document in the determined storage location;

when the document is not stored in the determined storage location, determining whether the document is stored in another storage location;

when the document is stored in another storage location, adding the document to the determined storage location and deleting the document from the other storage location;

when the document is not stored in the determined storage location or the other storage location, adding the document to the determined storage location;

reclassifying the document with a new document classification responsive to an update of the document;

determining a new storage provider for the document responsive to a comparison of the new document classification and the storage provider policy;

adding the document to a new storage location of the new storage provider;

deleting the document from the determined storage location; and

updating an entry of the document in a storage map responsive to the adding the document to the new storage location.

10. The system according to claim 9, wherein the operations further comprise:

determining whether an entry for the document exists in the storage map;

when the entry exists and when the document is stored in the other storage location, updating the entry for the document to the storage map; and

when the entry does not exist, adding the entry for the document to the storage map.

11. The system according to claim 9, wherein the document is obtained using a storage gateway.

12. The system according to claim 9, wherein the document is added to the determined storage location and the document is updated in the determined storage location using a storage gateway performing on the document one or more of caching, encrypting, de-duplicating, and compressing.

13. The system according to claim 9, wherein the operations further comprise:

storing the determined storage location, the document classification and metadata comprising access frequency of the document and a size of the document as the entry of the document in the storage map;

updating the access frequency of the entry of the document in the storage map responsive to the adding the document to the new storage location; and

replacing the determined storage location with the new storage location in the entry in the storage map.

14. The system according to claim 9, wherein the operations further comprise determining the classification for the document based on a predetermined company policy.

15. A computer program product, comprising:

a non-transitory computer readable storage medium comprising computer readable program code embodied in the medium that when executed by at least one processor causes the at least one processor to perform operations comprising;

determining a classification for a document based on the document content;

determining a storage location for the document based on the document classification and storage rules of a storage provider policy;

determining whether the document is stored in the determined storage location;

when the document is stored in the determined storage location, updating the document in the determined storage location;

when the document is not stored in the determined storage location, determining whether the document is stored in another storage location;

when the document is stored in the other storage location, adding the document to the determined storage location and deleting the document from the other storage location;

when the document is not stored in the determined storage location or the other storage location, adding the document to the determined storage location;

reclassifying the document with a new document classification responsive to an update of the document;

determining a new storage provider for the document responsive to a comparison of the new document classification and the storage provider policy;

adding the document to a new storage location of the new storage provider;

deleting the document from the determined storage location; and

updating an entry of the document in a storage map responsive to the adding the document to the new storage location.

16. The computer program product according to claim 15, wherein the operations further comprise:

determining whether an entry for the document exists in the storage map;

when the entry exists and when the document is stored in the other storage location, updating the entry for the document to the storage map; and

when the entry does not exist, adding the entry for the document to the storage map.

17. The computer program product according to claim 15, wherein the document is obtained using a storage gateway.

18. The computer program product according to claim 15, wherein the adding the document to the determined storage location and updating the document in the determined storage location are performed using a storage gateway performing on the document one or more of caching, encrypting, de-duplicating, and compressing.

19. The computer program product according to claim 15, wherein the operations further comprise:

storing the determined storage location, the document classification and metadata comprising access frequency of the document and a size of the document as the entry of the document in the storage map;

updating the access frequency of the entry of the document in the storage map responsive to the adding the document to the new storage location; and

replacing the determined storage location with the new storage location in the entry in the storage map.

20. The computer program product according to claim 15, wherein the operations further comprise determining the classification for the document based on a predetermined company policy.