Granted Patent B1

US 9,069,751 · App. 12/506,494 · Granted Jun 30, 2015

Abstract

Claims (65)

1. A system for managing the pedigrees of electronic documents, comprising:

a non-transitory memory having a plurality of electronic documents stored therein, wherein each electronic document in the plurality of electronic documents is associated with an envelope stored in the memory, and wherein each envelope comprises a pedigree identifier (PID), and wherein each PID comprises a document identifier (DID), a last access identifier (LID) and a current access identifier (CID);

a non-transitory storage area having a plurality of pedigree entries stored therein, wherein one or more pedigree entries are associated with one of the plurality of electronic documents and each pedigree entry comprises context information about an access to the associated electronic document, and wherein each pedigree entry also comprises an associated pedigree identifier (PID) that identifies the associated electronic document with a DID, identifies the access to the associated electronic document with a CID, and identifies an immediately prior access with an LID;

a pedigree manager; and

a client device operable by a user to:

access a first electronic document from the plurality of electronic documents, wherein the associated envelope for the first electronic document comprises a first pedigree identifier (first PID) comprising a first DID, a first CID and a first LID;

parse the associated envelope for the first electronic document to obtain the first PID;

send a first pedigree request to the pedigree manager when the first electronic document is accessed, wherein the first pedigree request comprises the first PID and context information including a first action type indicating how the first electronic document was accessed;

receive, from the pedigree manager, a second pedigree identifier (second PID) for the first electronic document, the second PID comprising the first DID, the first CID as a second LID, and a second CID; and

save the second PID in the associated envelope for the first electronic document;

wherein the pedigree manager is configured to, on one or more computing devices:

receive the first pedigree request from the client;

use the first PID to generate the second PID;

create a new pedigree entry for the first electronic document, wherein the new pedigree entry comprises the second PID and the context information including the first action type;

send the second PID to the client; and

save the new pedigree entry to the storage area.

2. The system of claim 1 , wherein the step of accessing the first electronic document comprises editing or modifying the first electronic document.

3. The system of claim 1 , wherein the step of accessing the first electronic document comprises printing or transmitting the first electronic document.

4. The system of claim 1 , wherein the context information comprises one or more of a user name of the user, a timestamp indicating the time at which the electronic document was accessed, and a source address for the client.

5. The system of claim 1 , wherein the client is further configured to send a pedigree display request to the pedigree manager, and the pedigree manager is further configured to, upon receipt of the pedigree display request, display the new pedigree entry to the user.

6. The system of claim 1 , wherein

the client is further operable by a user to, on one or more computing devices:

create a second electronic document;

send, to the pedigree manager, a second request to create a pedigree for the second electronic document wherein the request comprises initial context information about the second electronic document;

receive, from the pedigree manager, an initial pedigree identifier (initial PID) for the second electronic document;

create an envelope associated with the second electronic document, wherein the associated envelope for the second electronic document comprises the initial PID of the second electronic document; and

save the second electronic document and the envelope associated with the second electronic document in the memory; and

wherein the pedigree manager is further configured to, on one or more computing devices:

receive the second request to create a pedigree from the client;

in response to receiving the second request, generate an initial PID for the second electronic document;

create an initial pedigree entry for the second electronic document, wherein the initial pedigree entry comprises the initial PID of the second electronic document and the initial context information about the second electronic document;

send the initial PID of the second electronic document to the client; and

save the initial pedigree entry of the second electronic document to the storage area.

7. The system of claim 6 , wherein

the client is further operable by a user to, on one or more computing devices:

access the stored second electronic document;

parse the associated envelope for the second electronic document to obtain the initial PID of the second electronic document;

send, to the pedigree manager, a request to update the pedigree for the second electronic document, wherein the request to update the pedigree comprises the initial PID of the second electronic document and subsequent context information about the second electronic document including an action type indicating how the second electronic document was accessed;

receive, from the pedigree manager, a subsequent pedigree identifier (subsequent PID) for the second electronic document;

save the subsequent PID in the associated envelope for the second electronic document; and

wherein the pedigree manager is further configured to, on one or more computing devices:

receive the request to update the pedigree from the client;

use the initial PID of the second electronic document to generate the subsequent PID;

create a subsequent pedigree entry for the second electronic document, wherein the subsequent pedigree entry comprises the subsequent PID and the subsequent context information about the second electronic document;

send the subsequent PID to the client; and

save the subsequent pedigree entry to the storage area.

8. A method for managing the pedigree of an electronic document, comprising, on one or more computing devices:

accessing an electronic document stored in a storage area of a memory, wherein the electronic document is associated with an envelope stored in the storage area of the memory, and wherein the associated envelope comprises a first pedigree identifier (first PID) that is associated with a first pedigree entry for the electronic document, and wherein the first PID comprises a first document identifier (first DID), a first last access identifier (first LID), and a first current identifier (first CID);

generating a first pedigree request when the electronic document is accessed, wherein the first pedigree request comprises the first PID and first context information about the electronic document including a first action type indicating how the electronic document was accessed;

in response to the generated first pedigree request, generating a second pedigree identifier (second PID) using the first PID, the second PID comprising the first DID, the first CID as a second LID, and a second CID;

in response to the generated second PID, generating a second pedigree entry for the electronic document, wherein the second pedigree entry comprises the second PID and the first context information;

in the envelope associated with the electronic document, overwriting the first PID with the second PID; and

saving the second pedigree entry to the storage area.

9. The method of claim 8 , wherein the step of accessing the electronic document comprises editing or modifying the electronic document.

10. The method of claim 8 , wherein the step of accessing the electronic document comprises printing or transmitting the electronic document.

11. The method of claim 8 , wherein the first pedigree request is a request to create a pedigree for the electronic document.

12. The method of claim 8 , wherein the first context information comprises one or more of a user name of a user accessing the electronic document, a timestamp indicating the time at which the electronic document was accessed, and a source address indicating where the electronic document was accessed.

13. The method of claim 8 , further comprising:

re-accessing the electronic document;

generating a second pedigree request when the electronic document is accessed, wherein the second pedigree request comprises the second PID and second context information about the electronic document including a second action type indicating how the electronic document was re-accessed;

in response to generating the second pedigree request, using the second PID to generate a third pedigree identifier (third PID) and a third pedigree entry for the electronic document, wherein the third pedigree entry comprises the third PID and the second context information;

saving the third PID in the associated envelope; and

saving the third pedigree entry to the storage area.

14. The method of claim 13 , wherein the third PID comprises the first DID, the second CID as a third LID, and a third CID.

15. The method of claim 8 , further comprising generating a pedigree display request, and in response to generating the pedigree display request, searching the storage area for the first and second pedigree entries and generating a display of the first and second pedigree entries.

Assignments (14)