IP Library Granted Patent US 8,364,596
Granted Patent B2
US 8,364,596 · App. 11/427,668 · Granted Jan 29, 2013

System and method for providing and/or obtaining electronic documents

View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 8,364,596
App. No.
11/427,668
Granted
Jan 29, 2013
Kind
B2
Abstract

A system and method comprising filtering electronic data on a transaction per transaction basis and replicating the filtered electronic data in response to a request to obtain electronic data on the transaction per transaction basis. The system and method further includes providing the filtered replicated electronic data for viewing.

Claims (48)

1. A method, comprising:

filtering electronic data on a transaction per transaction basis using a processor on a server;

replicating the filtered electronic data in response to a request to obtain electronic data on the transaction per transaction basis using the processor on the server;

providing the filtered replicated electronic data for viewing using the processor on the server;

using the processor on the server to distribute a replication theory for the replicating based on information learned from types of queries performed by a user.

2. The method of claim 1 , wherein:

the replicating step is provided from a data store, and

the providing step comprises sending the filtered replicated electronic data over a network to an end user.

3. The method of claim 1 , wherein the replicating is based on characteristics of the electronic data at any given time.

4. The method of claim 1 , wherein the providing step comprises displaying a number of results associated with the replicated electronic data for sampling and further refinement.

5. The method of claim 1 , wherein the filtered replicated electronic data has matching criteria to at least matching criteria to previous search behavior and one or more defined rules.

6. The method of claim 5 , wherein the one or more rules includes replicating based on at least one of files with attachments, search criteria, usage patterns, device defined rules, and shared rules.

7. The method of claim 5 , wherein the one or more rules are defined as a permanent setting or for a one-time replication action based on meta data including at least one of context, correlation data, email and calendar, sender, recipient and subject matter.

8. The method of claim 1 , further comprising providing a graphical user interface (GUI) to input rules for filtering the electronic data.

9. The method of claim 8 , wherein the GUI restricts replication based on at least one of data properties, advanced search criteria and data sampling.

10. The method of claim 8 , wherein the GUI includes processing rules used to build a query and provides options including at least one of replicate email from, replicate email tagged as, replicate based on profile and replicate based on size.

11. The method of claim 1 , further comprising performing pattern analysis of the electronic data as a basis for replication priority.

12. The method of claim 1 , further comprising replicating the electronic data based on calendar events.

13. The method of claim 12 , wherein the calendar events include “down” periods of replication time on the calendar.

14. The method of claim 1 , further comprising modifying a given replication transaction.

15. The method of claim 14 , wherein the modifying comprises at least one of:

identifying a sub-set replication query through at least one of basic terms defined by a data format, an advanced query based on free text matching against known fields in the data format and a likeness system;

previewing results by identifying a sub-set replication query;

executing a sub-set replication query based on previous queries;

automatically defining or identifying previous queries based on device profile; and

defining and storing in a portable structured markup supporting sharing queries.

16. The method of claim 1 , further comprising providing a user history log to determine all electronic documents that were read/opened/viewed within a certain, predetermined time period.

17. The method of claim 1 , wherein the steps of claim 1 are provided on a subscription, advertising, and/or fee basis.

18. The method of claim 1 , wherein the steps of claim 1 are provided by a service provider which creates, maintains, and supports a computer infrastructure that performs the steps of claim 1 .

19. The method of claim 1 , further comprising receiving payment from customer(s) under a subscription and/or fee agreement.

20. The method of claim 1 , further comprising:

receiving a subset replication query;

identifying and assigning unique keys representing the replication query;

incrementing a key value for the query in order to learn usage frequency;

previewing the electronic data associated with the query before execution; and

automatically running the query without being prompted.

21. The method of claim 1 further comprising:

receiving a query request for replication;

identifying and assigning unique keys representing the query;

checking the query data for a service side query;

running the query and providing the results of the query to a user.

22. A method for deploying computing infrastructure, comprising integrating computer-readable code into a computing system, wherein the code in combination with the computing system is capable of performing a process of replicating said process comprising:

filtering electronic data on a transaction per transaction basis using a processor on a server;

replicating the filtered electronic data in response to a request to obtain electronic data on the transaction per transaction basis using the processor on the server; and

providing the filtered replicated electronic data for viewing using the processor on the server;

using the processor on the server to distribute a replication theory for the replicating based on information learned from types of queries performed by a user.

23. The method of claim 20 , wherein the subset replication query is defined by a requesting device, a longitude location, a latitude location, a time, and a schedule.

24. The method of claim 23 , wherein the replicating is based on content of a user's upcoming or current calendar entries, the calendar entries including events, persons, and times.

Assignments (5)
SECURITY INTEREST Recorded Mar 28, 2025
From: AVALARA, INC.; EDISON VAULT, LLC
To: MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
Reel/Frame 070671/0097 →
RELEASE OF SECURITY INTEREST Recorded Mar 28, 2025
From: BLUE OWL CREDIT INCOME CORP (F/K/A OWL ROCK CORE INCOME CORP.), AS COLLATERAL AGENT
To: AVALARA, INC.; EDISON VAULT, LLC
Reel/Frame 070671/0486 →
SECURITY INTEREST Recorded Oct 20, 2022
From: AVALARA, INC.; EDISON VAULT, LLC
To: OWL ROCK CORE INCOME CORP., AS COLLATERAL AGENT
Reel/Frame 061728/0201 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 2, 2021
From: INTERNATIONAL BUSINESS MACHINES CORPORATION
To: EDISON VAULT, LLC
Reel/Frame 057059/0956 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 7, 2006
From: BOSS, GREGORY J.; CORNELI, KARYN T.; GOODMAN, BRIAN D.; HAMILTON II, RICK A.
To: INTERNATIONAL BUSINESS MACHINES CORPORATION
Reel/Frame 017907/0664 →