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

• US 9,734,150 B2
• Filed: 06/18/2015
• Issued: 08/15/2017
• 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
• Primary Examiner(s): Lee, Wilson
• Application Number:
  US14/742,923
• Publication Number:
  US 20150286637A1
• Time in Patent Office: 789 Days
• Field of Search: None
• 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. An electronic document management system, the system comprising:

a DMS server having at least one computer processor;

at least one storage medium storing electronic documents and metadata associated therewith; and

at least one of a user interface and a network interface;

said DMS server being configured to;

identify one or more user-specific naming patterns in metadata created by a first user in connection with a plurality of electronic documents;

record, in said at least one 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;

create a modified copy of the metadata wherein at least a portion of the original metadata created by the first user are modified, based on the recorded user-specific naming patterns, to improve searchability of the plurality of electronic documents by other users;

store the modified copy of the metadata in association with the plurality of electronic documents; and

make the modified copy of the metadata available in a document query for one or more of the plurality of electronic documents by a second user.

2. The electronic document management system according to claim 1, further configured to:

replace at least one of aliases, acronyms and shorthand spellings in said at least a portion of the original metadata.

3. The electronic document management system according to claim 1, further configured to:

incorporate additional information in the modified copy of the metadata.

4. The electronic document management system according to claim 1, further configured to:

normalize the metadata based on the recorded one or more user-specific naming patterns.

5. The electronic document management system according to claim 1, further configured to:

identify one or more user-specific naming patterns each time the first user creates or modifies document metadata.

6. The electronic document management system according to claim 1, wherein the one or more user-specific naming patterns are identified by processing two or more of the plurality of electronic documents in a batch.

7. The electronic document management system according to claim 1, wherein the one or more user-specific naming 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 electronic document management system according to claim 1, wherein the one or more identified user-specific naming patterns are recorded in association with the metadata related to each of the plurality of electronic documents.

9. The electronic document management system according to claim 1, wherein the one or more identified user-specific naming patterns are recorded in association with the first user.

10. The electronic document management system according to claim 1, further configured to:

receive the document query from a mobile phone or PDA of the second user.