IP Library Granted Patent US 7,398,262
Granted Patent B1
US 7,398,262 · App. 09/336,031 · Granted Jul 8, 2008

Method and system for referencing, archiving and retrieving symbolically linked information

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Quick Facts
Patent No.
US 7,398,262
App. No.
09/336,031
Granted
Jul 8, 2008
Kind
B1
Abstract

The present invention provides a method and system for the reference, archival and retrieval of symbolically linked information despite idiosyncratic symbol usage. A master symbol database stores a plurality of master symbols, wherein each master symbol is formatted according to a predetermined structure. Each master symbol in the master symbol database is linked to a parent identifier that identifies a unique object. Users may archive or retrieve symbolically linked information in an information database by providing an input symbol. The input symbol is normalized and the master symbol database is searched to find a matching master symbol. The parent identifier linked to the matching master symbol is then used to retrieve or archive information in the information database.

Claims (112)

1. A computerized method for the archival of symbolically linked information comprising the steps of:

receiving, at a computer, an information element and at least an input symbol;

normalizing the input symbol to generate a normalized symbol, said normalized symbol being in a standardized form according to a predetermined structure, the step of normalizing including applying one of a set of character rules and a set of process rules to the input symbol to generate the normalized symbol;

providing a master symbol database containing a set of master symbols and a set of parent identifiers, wherein each master symbol includes at least one symbol segment;

searching the master symbol database using the normalized symbol to find a matching master symbol and linked parent identifier; and

storing at least the parent identifier and the information element so that the parent identifier is linked to the information element,

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

2. The method according to claim 1 , wherein the step of normalizing the input symbol to generate the normalized symbol includes the step of applying a set of character rules to the input symbol.

3. The method according to claim 1 , wherein the step of normalizing the input symbol to generate the normalized symbol includes the step of applying a set of process rules to the input symbol.

4. The method according to claim 1 , wherein the information element is a document.

5. The method according to claim 1 , wherein each master symbol refers to a security issued by a company.

6. The method according to claim 5 , wherein the symbol template includes a root symbol field referring to the name of a security and a source symbol field referring to a country in which the security is traded.

7. The method according to claim 1 , wherein the step of storing at least the parent identifier and the information element includes the steps of generating an information element identifier, storing the information element identifier and the parent identifier so that the parent identifier is linked to the information element identifier, and storing the identifier element and the information element identifier so that the information element identifier is linked to the information element.

8. The method according to claim 7 , wherein the parent identifier is linked to the information element identifier in a relational database.

9. The method according to claim 1 , wherein each symbol segment comprises an ASCII (American Standard Code for Information Interchange) string.

10. The method according to claim 1 , further comprising the steps of:

searching a database using the input symbol, and retrieving a parent identifier linked to the input symbol, if the normalized symbol is not found in the master symbol database.

11. A computerized method for the archival of symbolically linked information comprising the steps of:

receiving, at a computer, an information element and at least an input symbol;

normalizing the input symbol to generate a normalized symbol, said normalized symbol being in a standardized form according to a predetermined structure;

searching a master symbol database using the normalized symbol to find a matching master symbol and linked parent identifier;

storing at least the parent identifier and the information element so that the parent identifier is linked to the information element;

searching a contributor database to find a predominant use segment if the normalized symbol contains an unresolved segment, and assigning the predominant use segment from searching the contributor database to the unresolved segment;

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

12. A computerized method for the retrieval of symbolically linked information, comprising the steps of:

receiving, at a computer, an input symbol;

normalizing the input symbol to generate a normalized symbol, said normalized symbol being in a standardized form according to a predetermined structure, the step of normalizing including applying one of a set of character rules and a set of process rules to the input symbol to generate the normalized symbol;

providing a master symbol database containing a set of master symbols and a set of parent identifiers, wherein each master symbol includes at least one symbol segment;

searching the master symbol database using the normalized symbol to find a matching master symbol and a parent identifier linked to the master symbol;

searching an information element database to find an information element linked with the parent identifier; and

retrieving the information element linked to the parent identifier,

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

13. The method according to claim 12 , wherein the step of normalizing the input symbol to generate the normalized symbol includes the step of applying a set of character rules to the symbol.

14. The method according to claim 12 , wherein the step of normalizing the input symbol to generate the normalized symbol comprises applying a set of process rules to the input symbol.

15. The method according to claim 12 , wherein the information element is a document.

16. The method according to claim 12 , wherein the master symbol database stores a set of master symbols, wherein each master symbol is structured according to a symbol template containing at least one symbol field.

17. The method according to claim 12 , wherein each master symbol refers to a security issued by a company.

18. The method according to claim 17 , wherein the symbol template includes a root symbol field referring to the name of a security and a source symbol field referring to a country in which the security is traded.

19. The method according to claim 12 , wherein each symbol segment comprises an ASCII (American Standard Code for Information Interchange) string.

20. The method according to claim 12 , wherein the information database is a relational database.

21. A computerized method for the retrieval of symbolically linked information, comprising the steps of:

receiving, at a computer, an input symbol;

normalizing the input symbol to generate a normalized symbol in a standardized form according to a predetermined structure;

searching a master symbol database using the normalized symbol to find a matching master symbol and a parent identifier linked to the master symbol;

searching an information element database to find an information element linked with the parent identifier;

retrieving the information element linked to the parent identifier;

determining whether the input symbol includes an unresolved segment; and

searching a client database to find a client preference segment if the input symbol contains an unresolved segment, and assigning the client preference segment from searching the client database to the unresolved segment;

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

22. A document repository system allowing electronic retrieval of documents using an input symbol, comprising:

a storage device storing a master symbol database and a document database, the master symbol database storing master symbols, wherein each master symbol is linked to a parent identifier, and the document database storing documents linked to a parent identifier;

a network interface;

a processor performing steps comprising:

receiving an input symbol via the network interface,

normalizing the input symbol to obtain a normalized input symbol, said normalized input symbol being a standardized form according to a predetermined structure, the step of normalizing including applying one of a set of character rules and a set of process rules to the input symbol to generate the normalized input symbol,

searching the symbol database using the normalized input symbol to find a matching master symbol and a linked parent identifier, and

retrieving documents from the document database that are linked to the parent identifier,

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

23. The document repository system according to claim 22 , wherein: if the input symbol contains at least one unresolved segment, for each unresolved symbol segment, the processor searches a client database to find a client preference segment, and assigns the client preference segment to the unresolved segment.

24. A computerized method for the archival of symbolically linked information, comprising:

receiving, at a computer, an information element and at least an input symbol;

normalizing the input symbol, based on a historical pattern of a contributor of the information element, to generate a normalized symbol, said normalized symbol being in a standardized form according to a predetermined structure;

providing a master symbol database containing a set of master symbols and a set of parent identifiers, wherein each master symbol includes at least one symbol segment;

searching the master symbol database using the normalized symbol to find a matching master symbol and linked parent identifier; and

storing at least the parent identifier and the information element so that the parent identifier is linked to the information element,

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

25. A computerized method for the archival of symbolically linked information, comprising:

receiving, at a computer, an information element and at least an input symbol;

normalizing the input symbol, based on a preference of a contributor of the information element, to generate a normalized symbol, said normalized symbol being in a standardized form according to a predetermined structure;

providing a master symbol database containing a set of master symbols and a set of parent identifiers, wherein each master symbol includes at least one symbol segment;

searching the master symbol database using the normalized symbol to find a matching master symbol and linked parent identifier; and

storing at least the parent identifier and the information element so that the parent identifier is linked to the information element,

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

26. A computerized method for the retrieval of symbolically linked information, comprising:

receiving, at a computer, an input symbol;

normalizing the input symbol, based on a historical pattern of a submitter of the input symbol, to generate a normalized symbol, said normalized symbol being in a standardized form according to a predetermined structure;

providing a master symbol database containing a set of master symbols and a set of parent identifiers, wherein each master symbol includes at least one symbol segment;

searching the master symbol database using the normalized symbol to find a matching master symbol and a parent identifier linked to the master symbol;

searching an information element database to find an information element linked with the parent identifier; and

retrieving the information element linked to the parent identifier,

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

27. A computerized method for the archival of symbolically linked information, comprising:

receiving, at a computer, an information element and at least an input symbol;

normalizing the input symbol, based on an identification of a contributor of the information element, to generate a normalized symbol, said normalized symbol being in a standardized form according to a predetermined structure;

providing a master symbol database containing a set of master symbols and a set of parent identifiers, wherein each master symbol includes at least one symbol segment;

searching the master symbol database using the normalized symbol to find a matching master symbol and linked parent identifier; and

storing at least the parent identifier and the information element so that the parent identifier is linked to the information element,

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

28. A computerized method for the retrieval of symbolically linked information, comprising:

receiving, at a computer, an input symbol;

normalizing the input symbol, based on an identification of a submitter of the input symbol, to generate a normalized symbol, said normalized symbol being in a standardized form according to a predetermined structure;

providing a master symbol database containing a set of master symbols and a set of parent identifiers, wherein each master symbol includes at least one symbol segment;

searching the master symbol database using the normalized symbol to find a matching master symbol and a parent identifier linked to the master symbol;

searching an information element database to find an information element linked with the parent identifier; and

retrieving the information element linked to the parent identifier,

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

29. A computerized method for the retrieval of symbolically linked information, comprising:

receiving, at a computer, an input symbol;

normalizing the input symbol, based on a preference of a submitter of the input symbol, to generate a normalized symbol, said normalized symbol being in a standardized form according to a predetermined structure;

providing a master symbol database containing a set of master symbols and a set of parent identifiers, wherein each master symbol includes at least one symbol segment;

searching the master symbol database using the normalized symbol to find a matching master symbol and a parent identifier linked to the master symbol;

searching an information element database to find an information element linked with the parent identifier; and

retrieving the information element linked to the parent identifier,

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

30. A computerized method for the retrieval of symbolically linked information, comprising:

receiving, at a computer, an input symbol;

normalizing the input symbol, based on a context of the input symbol, to generate a normalized symbol, said normalized symbol being in a standardized form according to a predetermined structure;

providing a master symbol database containing a set of master symbols and a set of parent identifiers, wherein each master symbol includes at least one symbol segment;

searching the master symbol database using the normalized symbol to find a matching master symbol and a parent identifier linked to the master symbol;

searching an information element database to find an information element linked with the parent identifier; and

retrieving the information element linked to the parent identifier,

wherein each master symbol is structured according to a symbol template containing at least one symbol field and wherein each master symbol includes at least one symbol segment corresponding respectively to the at least one symbol field defined by the symbol template.

Assignments (8)
RELEASE OF SECURITY INTEREST Recorded Jan 29, 2021
From: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS NOTES COLLATERAL AGENT
To: REFINITIV US ORGANIZATION LLC (F/K/A THOMSON REUTERS (GRC) INC.)
Reel/Frame 055174/0811 →
RELEASE OF SECURITY INTEREST Recorded Jan 29, 2021
From: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
To: REFINITIV US ORGANIZATION LLC (F/K/A THOMSON REUTERS (GRC) INC.)
Reel/Frame 055174/0836 →
CHANGE OF NAME Recorded Mar 22, 2019
From: THOMSON REUTERS (GRC) LLC
To: REFINITIV US ORGANIZATION LLC
Reel/Frame 048676/0110 →
CHANGE OF NAME Recorded Dec 19, 2018
From: THOMSON REUTERS (GRC) INC.
To: THOMSON REUTERS (GRC) LLC
Reel/Frame 048553/0148 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 14, 2018
From: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
To: THOMSON REUTERS (GRC) INC.
Reel/Frame 047909/0874 →
SECURITY AGREEMENT Recorded Oct 3, 2018
From: THOMSON REUTERS (GRC) INC.
To: DEUTSCHE BANK AG NEW YORK BRANCH, AS COLLATERAL AGENT
Reel/Frame 047187/0316 →
SECURITY AGREEMENT Recorded Oct 2, 2018
From: THOMSON REUTERS (GRC) INC.
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 047185/0215 →
CHANGE OF NAME Recorded Dec 1, 2017
From: THOMSON REUTERS GLOBAL RESOURCES
To: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
Reel/Frame 044271/0238 →