Systems and methods for providing content aware document analysis and modification

• US 8,838,554 B2
• Filed: 02/19/2008
• Issued: 09/16/2014
• Est. Priority Date: 02/19/2008
• Status: Active Grant

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Treadwell, William S., Catlett, Sean
• Primary Examiner(s): Arjomandi, Noosha
• Application Number:
  US12/033,139
• Publication Number:
  US 20090208142A1
• Time in Patent Office: 2,401 Days
• Field of Search: 707/767, 707/694
• US Class Current: 707/694
• CPC Class Codes: G06F 40/295 Named entity recognition

Abstract

Systems, methods and consumer-readable media for providing content-aware document analysis and modification are provided. A system for analyzing document content according to the invention may include a rules server that stores a set of expressions. Such expressions may define predetermined confidential information and/or patterns of confidential expressions. The system may further include a communication plugin that provides a platform for incorporating the set of confidential expression patterns as part of a document-producing application. Following incorporation of the communication plugin, an inline document monitor module according to the invention may form part of the document-producing application. The inline document monitor may monitor for the occurrence of at least one of the set of confidential expression patterns in a document.

Claims

1. One or more non-transitory machine-readable media storing machine-executable instructions which, when executed by a processor device, perform a method for altering confidential and non-confidential portions of a document based on the document content, the method comprising:

using a processor device to process a set of machine executable rules in conjunction with a document editing application, the set of rules defining a set of confidential expression patterns, each set of confidential expression patterns including alphanumeric characters that correspond to a social security number;

using the processor device to analyze the document to determine the existence of a threshold number of two or more social security numbers in the document;

in response to the detection of the threshold number of social security numbers in the document, using the processor device to;

alter the entire document whereby;

e-mail transmittal of confidential and non-confidential portions of the document are restricted;

the confidential and non-confidential portions of the document are only available via a laptop computer when the laptop computer is docked at a predetermined docking station; and

a watermark is attached to the document that identifies the confidential and non-confidential portions of the document as being confidential;

monitor patterns of use of the document content;

select the watermark based on a number of social security numbers in the document above the threshold number;

determine whether the patterns of use correspond to fraudulent activity; and

whitelist the document when the number of social security numbers in the document is below the threshold number.

2. The method of claim 1 wherein the defined set of confidential expression patterns includes a pattern comprising three numeric characters followed by a hyphen followed by two numeric characters followed by a hyphen followed by four numeric characters.

3. The method of claim 1 wherein the defined set of confidential expression patterns includes a pattern comprising 9 numeric characters distributed over 11 character spaces.

4. The method of claim 1 further comprising, in response to detection of one of the defined set of confidential expression patterns in the document, modifying the detected one expression pattern to comply with a predetermined format.

5. The method of claim 1 further comprising, in response to detection of one of the defined set of confidential expression patterns in the document, modifying the detected one expression pattern to comply with a predetermined style.

6. The method of claim 1 further comprising, in response to detection of one of the defined set of confidential expression patterns in the document, redacting the detected one expression.

7. The method of claim 6 further comprising redacting the set of confidential expression patterns according to a user-defined template.

8. The method of claim 6 further comprising redacting the set of confidential expression patterns according to a system-defined template.

9. The method of claim 1 wherein the analyzing altering of the document occurs independent of document user knowledge.

10. One or more non-transitory machine-readable media storing machine-executable instructions which, when executed by a processor device, perform a method for altering confidential and non-confidential portions of a document based on the document content, the method comprising:

using the processor device to process a set of machine executable rules that identify the confidential portion of the document, the set of rules defining a set of expressions corresponding to a social security number, each of the defined set of expressions including three numeric characters followed by a hyphen followed by two numeric characters followed by a hyphen followed by four numeric characters;

using the processor device to analyze the document to determine the existence of a threshold number of at least two social security numbers in the document; and

in response to the detection of the threshold number of social security numbers in the document, using the processor device to;

alter the entire document whereby;

e-mail transmittal of the confidential and non-confidential portions of the document are restricted;

the confidential and non-confidential portions of the document are only available using a laptop computer when the laptop computer is docked at a predetermined docking station; and

a watermark is attached to the document that identifies the confidential and non-confidential portions of the document as being confidential;

monitor patterns of use of the document content;

select the watermark based on a number of social security numbers in the document above the threshold number;

determine whether the patterns of use correspond to fraudulent activity; and

whitelist the document when the number of social security numbers in the document is below the threshold number.

11. The method of claim 10 further comprising, in response to detection of one of the defined set of expressions in the document, modifying the detected one expression to comply with a predetermined format.

12. The method of claim 10 further comprising, in response to detection of one of the defined set of expressions in the document, modifying the detected one expression to comply with a predetermined style.

13. The method of claim 10 further comprising redacting the set of expressions according to a user-defined template.

14. The method of claim 10 further comprising redacting the set of expressions according to a system-defined template.

15. A system for altering confidential and non-confidential document content, the system comprising:

a processor device configured to function as a rules server, said rules server comprising a set of expressions, said expressions that define predetermined confidential information that includes a social security number;

machine-executable instructions comprising a communication plugin stored on one or more machine-readable media that provides a platform for incorporating the set of expressions into a document-producing application;

machine-executable instructions comprising an inline document monitor module stored on one or more machine-readable media that forms part of the document-producing application, the inline document monitor for monitoring for the occurrence of a threshold number of social security numbers in the document; and

in response to the occurrence of the threshold number of social security numbers in the document, the processor device is configured to;

alter the entire document whereby;

e-mail transmittal of confidential and non-confidential portions of the document is restricted;

the confidential and non-confidential portions of the document are only available via a laptop computer when the laptop computer is docked at a predetermined docking station; and

a watermark is attached to the document that identifies the confidential and non-confidential portions of the document as being confidential;

monitor patterns of use of the document content;

select the watermark based on a number of social security numbers in the document above the threshold;

determine whether the patterns of use correspond to fraudulent activity; and

whitelist the document when the number of social security numbers in the document is below the threshold number.

16. The system of claim 15 wherein the inline document monitor is adapted to modify the set of expressions to comply with a predetermined format.

17. The system of claim 15 wherein the inline document monitor is adapted to redact the set of expressions according to a user-defined template.

18. The system of claim 15 wherein the inline document monitor is adapted to redact the set of expressions.

19. The system of claim 15 wherein the inline document monitor is adapted to redact the set of expressions according to a system-defined template.

20. The system of claim 15, the inline document monitor for monitoring the content of the document transparent to a user-awareness of the monitoring.