Document classification toolbar in a document creation application

• US 9,183,289 B2
• Filed: 09/19/2011
• Issued: 11/10/2015
• Est. Priority Date: 10/26/2006
• Status: Active Grant

• Current Assignee: TITUS Inc.
• Original Assignee: TITUS Inc.
• Inventors: Pulfer, Charles E., Smith, Brad P., Upton, Tim J.
• Primary Examiner(s): Mahmoudi, Tony
• Assistant Examiner(s): PHAN, TUANKHANH D
• Application Number:
  US13/236,374
• Publication Number:
  US 20120023075A1
• Time in Patent Office: 1,513 Days
• Field of Search: None
• US Class Current: 1/1
• CPC Class Codes: G06F 16/285 Clustering or classification
• 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
• CPC Class Codes: G06F 16/986 Document structures and storage, e.g. HTML extensions
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 40/109 Font handling; Temporal or kinetic typography
• CPC Class Codes: G06F 40/169 Annotation, e.g. comment data or footnotes

Abstract

A toolbar in a document creation application provides the ability to classify documents based on specific properties such as security classification. The toolbar through dropdown selections allows users to select the appropriate classification and properties based upon the content of the document and have appropriate classifiers added to the document. Document classification properties are generated that are associated with the document in the document properties and by inserting visual markings that allow users to quickly identify the security, sensitivity, intended distribution or retention. By utilizing the classification toolbar a user can classify an document by one or more classification levels and be ensured that the classification will be visible to any person viewing the document.

Claims

1. A method for document classification in a document creation application comprising:

providing a security classification toolbar incorporated within an extendable mark-up language (XML) based word processing document of the document creation application, the classification toolbar providing a security classification selection input;

populating the security classification selection input in the classification toolbar with a plurality of security classification selections based upon pre-defined security classification criteria, the pre-defined security classification criteria defining the plurality of security classification selections available to a user of the document creation application for applying classification to the word processing document;

receiving a security classification selection input from the plurality of security classification selections, selected by the user, from the security classification selections populated in the toolbar;

applying visual markings associated with the selected security classification input, the visual markings inserted within editable text portions in a body, a header or a footer of the XML based word processing document in the document creation application, the visual markings to provide visual identification within the editable text portion of the XML based word processing document that the XML based word processing document has been security classified when the security classification has been selected; and

assigning XML security classification properties associated with the selected security classification input in document metadata embedded in the XML based word processing document identifying the selected security classification input.

2. The method of claim 1 wherein the XML security classification properties are defined within a custom XML schema representing classification properties added to a base schema of the XML based word processing document.

3. The method of claim 2 further comprising:

determining if an additional security classification is required based upon the security classification input; and

dynamically changing the toolbar in order to prompt for additional security classification selection input, selected by the user, from the toolbar.

4. The method of claim 3 further comprising:

receiving identification of a selected portion of text comprising subset of text in the XML based word processing document selected by the user;

receiving the security classification input from the classification selections populated in the toolbar in connection with the selected portion of text;

determining if the security classification input is valid based upon administrator defined classification policy;

applying security classification visual markings associated with the selected security classification to the selected portion of text when the classification input is valid; and

applying XML properties within the XML based word processing document representing security classification of the selected portion of text.

5. The method of claim 3 further comprising applying encryption to the XML based word processing document based on a selected additional security classification input.

6. The method of claim 4 wherein the pre-defined criteria are defined relative to one or more security levels, sensitivity levels, intended distribution groups or retention level.

7. The method of claim 4 further comprising:

comparing security classifications of the selected portion of text to current document security classifications; and

updating security classification properties of document metadata when the security classification of the selected portion of text are higher than current document security classification.

8. The method of claim 7 wherein portions of text of the XML based word processing document may have a lower security classification than the document security classification, the portions of text being identified with portion marking.

9. The method of claim 6 wherein the visual markings in the body of the XML based word processing document is a watermark.

10. The method of claim 1 wherein populating the security classification selection input comprises retrieving classification properties previously associated with the XML based word processing document and populating the security classification selection input based upon the retrieved classification properties.

11. The method of claim 1 further comprising verifying that the XML security classification properties in the document metadata has not been tampered by calculating a hash of document properties when the XML based word processing document is saved and subsequently comparing the hash on retrieval and opening of the XML based word processing document.

12. The method of claim 11 wherein the hash is determined by applying an encryption algorithm to the XML based word processing document.

13. The method of claim 1 wherein the classification toolbar is generated by a COM API interface.

14. The method of claim 1 wherein the toolbar is provided by a Microsoft Office™

ribbon bar or task pane.

15. The method of claim 1 further comprising applying encryption to the XML based word processing document based on the selected security classification input.

16. The method of claim 1 wherein the word processing document is an e-mail application.

17. The method of claim 1 wherein the plurality of security classification selections available to the user are determined by rights management service platform (RMS).

18. The method of claim 1 wherein the visual markings applied to the document are determined by determined by rights management service platform (RMS) based upon the received security classification selection input.

19. The method of claim 1 the plurality of security classification selections available to be selected by the user are based upon a user profile.

20. The method of claims 1 wherein the received security classification selection input is validated against a defined administration policy before application of the visual markings, wherein the visual markings are not applied if the selection security classification input does not comply with the defined administration policy for the document or user.

21. A non-transitory computer readable medium containing instructions for providing document classification in a document creation application, the instructions which when executed by a processor for performing:

providing a security classification toolbar incorporated within an extendable mark-up language (XML) based word processing document of the document creation application, the classification toolbar providing a security classification selection input;

populating the security classification selection input in the classification toolbar with a plurality of security classification selections based upon pre-defined security classification criteria, the pre-defined security classification criteria defining the plurality of security classification selections available to a user of the document creation application for applying classification to the word processing document;

receiving a security classification selection input from the plurality of security classification selections, selected by the user, from the security classification selections populated in the toolbar;

applying visual markings associated with the selected security classification input, the visual markings inserted within editable text portions in a body, a header or a footer of the XML based word processing document in the document creation application, the visual markings to provide visual identification within the editable text portion of the XML based word processing document that the XML based word processing document has been security classified based when the security classification has been selected; and

assigning XML security classification properties associated with the selected security classification input in document metadata embedded in the XML based word processing document identifying the selected security classification input.

22. The non-transitory computer readable medium of claim 21 wherein the XML security classification properties are defined within a custom XML schema representing classification properties added to a base schema of the XML based word processing document.

23. The non-transitory computer readable medium of claim 22 further comprising:

determining if an additional security classification is required based upon the security classification input; and

dynamically changing the toolbar in order to prompt for additional security classification selection input, selected by the user, from the toolbar.

24. The non-transitory computer readable medium of claim 23 wherein the instructions further comprising applying encryption to the XML based word processing document based on a selected additional security classification input.

25. The non-transitory computer readable medium of claim 23 further comprising:

receiving identification of a selected portion of text comprising subset of text in the XML based word processing document selected by the user;

receiving the security classification input from the classification selections populated in the toolbar in connection with the selected portion of text;

determining if the security classification input is valid based upon administrator defined classification policy;

applying security classification visual markings associated with the selected security classification to the selected portion of text when the classification input is valid; and

applying XML properties within the XML based word processing document representing security classification of the selected portion of text.

26. The non-transitory computer readable medium of claim 25 further comprising:

comparing security classifications of the selected portion of text to current document security classifications; and

updating security classification properties of document metadata when the security classification of the selected portion of text is higher than current document security classification.

27. The non-transitory computer readable medium of claim 25 wherein portions of text of the XML based word processing document may have a lower security classification than assigned XML security classification properties of document metadata, the portions of text being identified with portion marking.

28. The non-transitory computer readable medium of claim 26 further comprising denying the security classification of the selected portion of text if the security classification of the portion of text is lower than the current document security classification.

29. The non-transitory computer readable medium of claim 21 wherein the visual markings in the body of the XML based word processing document is a watermark.

30. The non-transitory computer readable medium of claim 21 wherein populating the security classification selection input comprises retrieving classification properties previously associated with the XML based word processing document and populating the security classification selection input based upon the retrieved classification properties.

31. The non-transitory computer readable medium of claim 21 further comprising verifying that the XML security classification properties in the document metadata have not been tampered by calculating a hash of document properties when the XML based word processing document is saved and subsequently comparing the hash on retrieval and opening of the XML based word processing document.

32. The non-transitory computer readable medium of claim 31 wherein the hash is determined by applying an encryption algorithm to the XML based word processing document.

33. The non-transitory computer readable medium of claim 21 wherein the instructions further comprising applying encryption to the XML based word processing document based on the selected security classification input.

34. The non-transitory computer readable medium of claims 21 wherein the word processing document is an e-mail application.

35. non-transitory computer readable medium of claims 21 wherein the plurality of security classification selections available to a user are determined by rights management service platform (RMS).

36. The non-transitory computer readable medium of claims 21 wherein the visual markings applied to the document are determined by determined by rights management service platform (RMS) based upon the received security classification selection input.

37. The non-transitory computer readable medium of claims 21 wherein the plurality of security classification selections available to be selected by the user are based upon a user profile.

38. The non-transitory computer readable medium of claims 21 wherein the received security classification selection input is validated against a defined administration policy before application of the visual markings, wherein the visual markings are not applied if the selection security classification input does not comply with the defined administration policy for the document or user.