IP Library › Granted Patent US 12705374

Granted Patent B1

US 12705374 · App. 18/794,780 · Granted Aug 11, 2026

Data jurisdiction management

Inventors: Ashley Philbrick (San Antonio, TX); Justin Jackson (San Antonio, TX); Sean C. Mitchem (San Antonio, TX); Yevgeniy Khmelev (San Antonio, TX); Ruthie D Lyle (Durham, NC); Ravi Durairaj (San Antonio, TX)

Assignee: United Services Automobile Association (USAA)

G06F21/604 G06F21/62 G06Q50/18 H04L67/52

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Quick Facts

Patent No.: US 12705374
App. No.: 18/794,780
Granted: Aug 11, 2026
Kind: B1

External Links

USPTO Patent Center↗ Full Patent PDF↗

Abstract

Systems, methods, and non-transitory computer-readable media for managing data in view of data controls are provided. A portion of data can be interrogated to identify associated jurisdictional metadata relating to application of a jurisdictional rule to the portion of data and the jurisdictional metadata can be updated according to a rule update related thereto.

Claims (66)

1 . A method, comprising:

interrogating a portion of data to identify metadata associated with the portion of data;

identifying, within the metadata, jurisdictional metadata, wherein the jurisdictional metadata is metadata that includes parameters to which jurisdictional rules can be applied;

determining, based on the jurisdictional metadata, a jurisdictional rule that can be applied to the portion of data;

querying a source storing information relating to the portion of data;

determining an update to the portion of data based on the querying of the source;

based on determining the update, updating the portion of data including the metadata to provide an updated portion of data;

querying a rule source for updates relating to the jurisdictional rule;

identifying a rule update relating to the jurisdictional rule applicable to the portion of data based on the updates relating to the jurisdictional rule;

updating the jurisdictional metadata of the updated portion of data according to the rule update; and

causing application of the rule update to the updated portion of data.

2 . The method of claim 1 , comprising:

generating a template associated with the jurisdictional metadata.

3 . The method of claim 2 , wherein the template includes at least one field comprising a type of the portion of data, a location of a party related to the portion of data, a storage location for the portion of data, a creation location for the portion of data, and jurisdictional rules relating to the location of the party, the storage location, or the creation location.

4 . The method of claim 1 , comprising:

determining, based on the interrogating, that the jurisdictional metadata relating to the application of the jurisdictional rule to the portion of data is not formatted according to a template; and

formatting the jurisdictional metadata according to the template, wherein the update to the portion of data includes the formatting.

5 . The method of claim 4 , wherein formatting the jurisdictional metadata includes one of re-formatting, encoding, decoding, tagging, encrypting, summarizing, annotating, and abstracting.

6 . The method of claim 1 , wherein the update is one of a change to a field of a template or a change to contents of at least one field of a template.

7 . The method of claim 1 , wherein the jurisdictional rule conforms to a most restrictive regime.

8 . The method of claim 1 , comprising:

determining, based on the interrogating, that the jurisdictional metadata relating to the application of the jurisdictional rule to the portion of data is incomplete according to a template;

locating additional information applicable to the portion of data; and

supplementing, based on the additional information, the jurisdictional metadata according to the template, wherein the update to the portion of data includes the supplementing.

9 . The method of claim 8 , wherein locating the additional information is performed according to one or more of prompting, scraping, searching, and interpolation.

10 . A system, comprising:

an interrogation module configured to:

interrogate a portion of data to identify metadata associated with the portion of data; and

identify, within the metadata, jurisdictional metadata, wherein the jurisdictional metadata is metadata that includes parameters to which jurisdictional rules can be applied;

a rule interrogation module configured to determine, based on the jurisdictional metadata, a jurisdictional rule that can be applied to the portion of data;

wherein the interrogation module is configured to:

query a source storing information relating to the portion of data;

determine an update to the portion of data based on the query of the source; and

based on determining the update, updating the portion of data including the metadata to provide an updated portion of data;

wherein the rule interrogation module is configured to:

query a rule source for updates relating to the jurisdictional rule,

wherein the jurisdictional metadata of the updated portion of data is updated according to the rule update; and

a rule application module configured to cause application of the rule update to the updated portion of data.

11 . The system of claim 10 , comprising:

a metadata conditioning module configured to:

generate a template associated with the jurisdictional metadata.

12 . The system of claim 11 , wherein the template includes at least one field comprising a type of the portion of data, a location of a party related to the portion of data, a storage location for the portion of data, a creation location for the portion of data, and jurisdictional rules relating to the location of the party, the storage location, or the creation location.

13 . The system of claim 10 , comprising:

a metadata conditioning module configured to:

determine, based on the interrogating, that the jurisdictional metadata relating to the application of the jurisdictional rule to the portion of data is not formatted according to a template; and

format the jurisdictional metadata according to the template, wherein the update to the portion of data includes the formatting.

14 . The system of claim 13 , wherein formatting the jurisdictional metadata includes one of re-formatting, encoding, decoding, tagging, encrypting, summarizing, annotating, and abstracting.

15 . The system of claim 10 , wherein the jurisdictional rule conforms to a most restrictive regime.

16 . A non-transitory computer-readable medium storing instructions that when executed by a processor effectuate operations comprising:

interrogating a portion of data to identify metadata associated with the portion of data;

identifying, within the metadata, associated jurisdictional metadata, wherein the jurisdictional metadata is metadata that includes parameters to which jurisdictional rules can be applied;