IP Library Granted Patent US 8,392,409
Granted Patent B1
US 8,392,409 · App. 11/852,444 · Granted Mar 5, 2013

Methods, systems, and user interface for E-mail analysis and review

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Quick Facts
Patent No.
US 8,392,409
App. No.
11/852,444
Granted
Mar 5, 2013
Kind
B1
Abstract

Methods and systems for searching e-mails are disclosed. In one embodiment, a method for displaying information associated with electronic messages includes receiving information associated with a plurality of e-mails in response to a search query. Each e-mail in the plurality of e-mails is categorized according to a set of categories. Relevance is determined of each e-mail in the plurality of e-mails. The plurality of e-mails are then displayed using a graphical user interface according to the set of categories and the relevance of each e-mail. Input may be received from a user indicative of a tag. The tag may be associated with at least one of the plurality of e-mails and displayed to assist in review.

Claims (48)

1. A computer-implemented method for generating information displays associated with electronic messages, the method comprising:

in response to a search query having one or more tokens, categorizing, by a computer system, each e-mail in a plurality of received e-mails according to a plurality of categories, wherein the plurality of received e-mails comprise a plurality of determined regions;

for each of the plurality of determined regions, determining, by the computer system, a region score that quantifies a term frequency of at least one term in an e-mail relative to a weighted frequency of the at least one term in the determined region, wherein the at least one term corresponds to a token in the one or more tokens associated with the search query;

determining, by the computer system, a relevance of each e-mail in the plurality of received e-mails to the one or more tokens associated with the search query based on a scoring formula aggregating a region score for each of the plurality of determined regions; and

generating, by the computer system, information configured for displaying the plurality of received e-mails using a graphical user interface, wherein the information is configured according to the plurality of categories and the determined relevance of each e-mail in the plurality of received e-mails.

2. The method of claim 1 , further comprising:

determining, by the computer system, a number of e-mails in each category in the plurality of categories; and

generating, by the computer system, information configured for displaying the number of e-mails in each category.

3. The method of claim 2 , wherein generating information configured for displaying the number of e-mails in each category comprises:

generating information configured for displaying an initial number of e-mails in each category in response to the search query; and

generating information configured for displaying a rolling update to the initial number of e-mails in each category in response to a categorization of each e-mail in at least another plurality of e-mails received in response to the same search query.

4. The method of claim 1 , wherein generating information configured for displaying the plurality of received e-mails using a graphical user interface comprises generating information configured for displaying the plurality of received emails using a navigation histogram.

5. The method of claim 1 , wherein categorizing-each e-mail in the plurality of received e-mails according to the plurality of categories comprises categorizing each e-mail according to each of a ToList category, a CcList category, a BccList category, a SentDateTime category, an Importance category, a Subject category, and an Attachment category.

6. The method of claim 1 , wherein the scoring formula specifies the weighted frequency of the term in the determined regions in the e-mail.

7. The method of claim 1 , wherein the scoring formula specifies that relevancy is reduced when the term appears in a determined region that contains more than a predetermined number of other terms.

8. A non-transitory computer-readable medium having instructions for displaying information related to electronic messages, which when executed, cause a processor to perform operations comprising:

categorizing, in response to a search query having one or more tokens, each e-mail in a plurality of received e-mails according to a plurality of categories, wherein the plurality of received e-mails comprise a plurality of determined regions;

determining, for each of the plurality of determined regions, a region score that quantifies a term frequency of a term in an e-mail relative to a weighted frequency of the term in the determined region, wherein the term corresponds to a token of the one or more tokens associated with the search query;

determining a relevance of each e-mail in the plurality of received e-mails to the one or more tokens associated with the search query based on a scoring formula aggregating a region score for each of the plurality of determined regions; and

generating information configured for displaying the plurality of received e-mails using a graphical user interface, wherein the information is configured according to the plurality of categories and the determined relevance of each e-mail in the plurality of received e-mails.

9. The non-transitory computer-readable medium of claim 8 , having instructions that, when executed by the processor, cause the processor to perform operations further comprising:

determining a number of e-mails in each category in the plurality of categories; and

generating information configured for displaying the number of e-mails in each category.

10. The non-transitory computer-readable medium of claim 9 , wherein generating information configured for displaying the number of e-mails in each category comprises:

generating information configured for displaying an initial number of e-mails in each category in response to the search query; and

generating information configured for displaying a rolling update to the initial number of e-mails in each category in response to categorizing each e-mail in at least another plurality of e-mails received in response to the same search query.

11. The non-transitory computer-readable medium of claim 8 , wherein generating information configured for displaying the plurality of received e-mails using a graphical user interface comprises generating information configured for displaying the plurality of received emails using a navigation histogram.

12. The non-transitory computer-readable medium of claim 8 , wherein the code for categorizing each e-mail in the plurality of received e-mails comprises code for categorizing each e-mail according to each of a ToList category, a CcList category, a BccList category, a SentDateTime category, an Importance category, a Subject category, and an Attachment category.

13. The computer-readable medium of claim 8 , wherein the scoring formula specifies the weighted frequency of the term in the determined regions in the e-mail.

14. The computer-readable medium of claim 8 , wherein the scoring formula specifies that relevancy is reduced when the term appears in a determined region that contains more than a predetermined number of other terms.

15. A system comprising:

a processor; and

a memory coupled to the processor, the memory configured to store a plurality of instructions which when executed by the processor cause the processor to:

in response to a search query having one or more tokens, categorize each e-mail in a plurality of received e-mails according to a plurality of categories, wherein the plurality of received e-mails comprise a plurality of determined regions;

for each of the plurality of determined regions, determine a region score that quantifies a term frequency of a term in an e-mail relative to a weighted frequency of the term in the determined region, wherein the term corresponds to a token of the one or more tokens associated with the search query;

determine a relevance of each e-mail in the plurality of received e-mails to the one or more tokens associated with the search query based on a scoring formula aggregating a region score for each of the plurality of determined regions; and

generate information configured for displaying the plurality of received e-mails using a graphical user interface, wherein the information is configured according to the plurality of categories and the determined relevance of each e-mail in the plurality of received e-mails.

16. The system of claim 15 , wherein the processor is further to:

determine a number of e-mails in each category in the plurality of categories; and

generate information configured for displaying the number of e-mails in each category.

17. The system of claim 16 , wherein the processor is further to:

generate information configured for displaying an initial number of e-mails in each category in response to the search query; and

generate information configured for displaying a rolling update to the number of e-mails in each category in response to categorizing each e-mail in at least another plurality of e-mails received in response to the search query.

18. The system of claim 15 , wherein the processor is further to:

generate information configured for displaying the plurality of received emails using a navigation histogram.

19. The system of claim 15 , wherein the processor is further to categorize each e-mail of the plurality of received emails according to each of a ToList category, a CcList category, a BccList category, a SentDateTime category, an Importance category, a Subject category, and an Attachment category.

20. The system of claim 15 , wherein the scoring formula specifies the weighted frequency of the term in the determined regions in the e-mail.

21. The system of claim 15 , wherein the scoring formula specifies that relevancy is reduced when the term appears in a determined region that contains more than a predetermined number of other terms.

Assignments (17)
SECURITY INTEREST Recorded Dec 12, 2025
From: ARCTERA US LLC
To: CITIBANK, N.A., AS COLLATERAL AGENT
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From: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
To: ARCTERA US LLC
Reel/Frame 073833/0730 →
TERMINATION AND RELEASE OF PATENT SECURITY AGREEMENT AT R/F 069585/0150 Recorded Dec 1, 2025
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: ARCTERA US LLC
Reel/Frame 073833/0848 →
RELEASE OF SECURITY INTEREST Recorded Dec 16, 2024
From: ACQUIOM AGENCY SERVICES LLC, AS COLLATERAL AGENT
To: VERITAS TECHNOLOGIES LLC (F/K/A VERITAS US IP HOLDINGS LLC)
Reel/Frame 069712/0090 →
RELEASE OF SECURITY INTEREST Recorded Dec 13, 2024
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS NOTES COLLATERAL AGENT
To: VERITAS TECHNOLOGIES LLC
Reel/Frame 069634/0584 →
SECURITY INTEREST Recorded Dec 10, 2024
From: ARCTERA US LLC
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 069563/0243 →
PATENT SECURITY AGREEMENT Recorded Dec 10, 2024
From: ARCTERA US LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 069585/0150 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 9, 2024
From: VERITAS TECHNOLOGIES LLC
To: ARCTERA US LLC
Reel/Frame 069548/0468 →
ASSIGNMENT OF SECURITY INTEREST IN PATENT COLLATERAL Recorded Nov 25, 2024
From: BANK OF AMERICA, N.A., AS ASSIGNOR
To: ACQUIOM AGENCY SERVICES LLC, AS ASSIGNEE
Reel/Frame 069440/0084 →
TERMINATION AND RELEASE OF SECURITY IN PATENTS AT R/F 037891/0726 Recorded Nov 30, 2020
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: VERITAS US IP HOLDINGS, LLC
Reel/Frame 054535/0814 →
SECURITY INTEREST Recorded Aug 20, 2020
From: VERITAS TECHNOLOGIES LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS NOTES COLLATERAL AGENT
Reel/Frame 054370/0134 →
MERGER AND CHANGE OF NAME Recorded Apr 18, 2016
From: VERITAS US IP HOLDINGS LLC; VERITAS TECHNOLOGIES LLC
To: VERITAS TECHNOLOGIES LLC
Reel/Frame 038455/0752 →
SECURITY INTEREST Recorded Feb 23, 2016
From: VERITAS US IP HOLDINGS LLC
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 037891/0001 →
SECURITY INTEREST Recorded Feb 23, 2016
From: VERITAS US IP HOLDINGS LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 037891/0726 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 4, 2016
From: SYMANTEC CORPORATION
To: VERITAS US IP HOLDINGS LLC
Reel/Frame 037697/0412 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 7, 2014
From: CLEARWELL SYSTEMS INC.
To: SYMANTEC CORPORATION
Reel/Frame 032381/0682 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 19, 2007
From: KASHYAP, ANURAG; DESAI, MALAY; RANGAN, VENKAT; LEHRMAN, GARY
To: CLEARWELL SYSTEMS, INC.
Reel/Frame 020133/0322 →