System and method for leveraging historical data to determine affected entities
First Claim
Patent Images
1. A method for leveraging historical data to determine affected entities, comprising:
- receiving at least one initial scope parameter for a current legal matter of an enterprise via a communications interface of at least one digital device;
deriving a first list of affected entities associated with the current legal matter based on the at least one initial scope parameter, an affected entity comprising at least one of an employee who may have relevant data and an affected system where potentially relevant information may reside;
executing instructions stored in memory on a processor to;
access historical data associated with the first list of affected entities derived based on the at least one initial scope parameter, the historical data comprising generated information based on tracking of actions performed within the enterprise as depicted in an enterprise map that represents relationships between people, repositories, organizations, and documents of the enterprise; and
determine one or more refined scope parameter based on the historical data by cross-referencing the at least one initial scope parameter with at least one of the historical data and the enterprise map; and
providing a second list of affected entities based at least on the one or more refined scope parameter to the at least one digital device via the communications interface, each affected entity on the second list of affected entities listed also on the first list of affected entities.
2 Assignments
0 Petitions
Accused Products
Abstract
Systems and methods for leveraging historical data to determine affected entities is provided. In exemplary embodiments, a current matter is created. When creating the current matter, at least one initial scope parameter for the current matter is known. Historical data associated with the at least one initial scope parameter may then be accessed and review. Based on the historical data, one or more refined scope parameter may be determined. A list of affected entities based at least on the one or more refined scope parameter is provided.
65 Citations
20 Claims
-
1. A method for leveraging historical data to determine affected entities, comprising:
-
receiving at least one initial scope parameter for a current legal matter of an enterprise via a communications interface of at least one digital device; deriving a first list of affected entities associated with the current legal matter based on the at least one initial scope parameter, an affected entity comprising at least one of an employee who may have relevant data and an affected system where potentially relevant information may reside; executing instructions stored in memory on a processor to; access historical data associated with the first list of affected entities derived based on the at least one initial scope parameter, the historical data comprising generated information based on tracking of actions performed within the enterprise as depicted in an enterprise map that represents relationships between people, repositories, organizations, and documents of the enterprise; and determine one or more refined scope parameter based on the historical data by cross-referencing the at least one initial scope parameter with at least one of the historical data and the enterprise map; and providing a second list of affected entities based at least on the one or more refined scope parameter to the at least one digital device via the communications interface, each affected entity on the second list of affected entities listed also on the first list of affected entities. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18)
-
-
19. A system for leveraging historical data to determine affected entities, comprising:
-
a server coupled to one or more network-enabled digital devices, the server comprising; a scope management module configured to receive at least one initial scope parameter for a current legal matter of an enterprise; a historical data module configured to track actions associated with previous legal matters to create and maintain historical data, the historical data comprising generated information based on tracking of actions performed within the enterprise on previous legal matters depicted in an enterprise map that represents relationships between people, repositories, organizations, and documents of the enterprise; and a derivation module configured to determine one or more refined scope parameter based on the historical data by cross-referencing the at least one initial scope parameter with at least one of the historical data and the enterprise map, and configured to derive a first list of affected entities associated with the current legal matter based on the at least one initial scope parameter, an affected entity comprising at least one of an employee who may have relevant data and an affected system where potentially relevant information may reside and provide a second list of affected entities based at least on the one or more refined scope parameter, each affected entity on the second list of affected entities listed also on the first list of affected entities.
-
-
20. A non-transitory computer readable storage medium having embodied thereon a program, the program executable by a processor to perform a method for leveraging historical data to determine affected entities, the method comprising:
-
receiving at least one initial scope parameter for a current legal matter of an enterprise; accessing historical data associated with the at least one initial scope parameter, the historical data comprising generated information based on tracking of actions performed within the enterprise on previous legal matters depicted in an enterprise map that represents relationships between people, repositories, organizations, and documents of the enterprise; determining one or more refined scope parameter based on the historical data by cross-referencing the at least one initial scope parameter with at least one of the historical data and the enterprise map; deriving a first list of affected entities associated with the current legal matter based on the at least one initial scope parameter, an affected entity comprising at least one of an employee who may have relevant data and an affected system where potentially relevant information may reside; and providing a second list of affected entities based at least on the one or more refined scope parameter, each affected entity on the second list of affected entities listed also on the first list of affected entities.
-
Specification