IP Library Granted Patent US 10,200,324
Granted Patent B2
US 10,200,324 · App. 14/605,229 · Granted Feb 5, 2019

Dynamically partitioning a mailing list based on a-priori categories and contextual analysis

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 10,200,324
App. No.
14/605,229
Granted
Feb 5, 2019
Kind
B2
Abstract

A system, method, and computer-readable medium for dynamically partitioning a directory list to limit recipients to an appropriate context. More specifically, in certain embodiments the dynamic partitioning includes a first component which describes a priori categories. In certain embodiments, the a priori categories could include “inner circle” or “trusted advisors” categories. Other categories could include “friends of the DL” who only want occasional but relevant messages. In certain embodiments, these categories are created by a DL owner. However, in certain embodiments, members (e.g., recipients) could also change their own category. For example, a DL could have categories: All, Required participants, FYI participants, Managers.

Claims (48)

1. A computer-implementable method, comprising:

accessing an electronic data storage to identify a priori categories for limiting potential recipients of an electronic message to an appropriate context, wherein the potential recipients are each associated with a directory list;

determining a real-time context for at least one of the potential recipients;

dynamically partitioning the directory list based upon the a priori categories and the real-time context to generate a partitioned directory list that excludes at least one of the potential recipients associated with the directory list from the electronic message to the appropriate context; and

causing the electronic message to be sent to all of the recipients in the partitioned directory list without sending the electronic message to the at least one of the potential recipients that is excluded.

2. The method of claim 1 , wherein:

the a priori categories comprise at least one of an inner circle, a trusted advisor category, and a friends of dynamic list category.

3. The method of claim 2 , wherein:

the a priori categories are created by a dynamic list owner.

4. The method of claim 2 , wherein:

recipients of a dynamic list can change their own category.

5. The method of claim 1 , wherein:

the dynamically partitioning further comprises performing a dynamic list dynamic filter operation based, at least in part, on the real-time context.

6. The method of claim 5 , wherein:

the dynamic filter operation comprises one or more of filter the dynamic list to only send to frequent participants based on past behaviors, filter the dynamic list to only send to recipients meeting a certain Data Loss Prevention (DLP) policy, filter the dynamic list to only send to recipients who are not out of office, filter the dynamic list to only send to recipients immediately available and filter the dynamic list to only send to recipients that are experts in a discussed topic.

7. A system, comprising:

a processor;

a data bus coupled to the processor; and

a non-transitory, computer-readable storage medium embodying computer program code, the non-transitory, computer-readable storage medium being coupled to the data bus, the computer program code comprising instructions executable by the processor to cause the system to perform operations comprising:

accessing an electronic data storage to identify a priori categories for limiting potential recipients of an electronic message to an appropriate context, wherein the potential recipients are each associated with a directory list;

determining a real-time context for at least one of the potential recipients;

dynamically partitioning the directory list based upon the a priori categories and the real-time context to generate a partitioned directory list that excludes at least one of the potential recipients associated with the directory list from the electronic message to the appropriate context; and

causing the electronic message to be sent to all of the recipients in the partitioned directory list without sending the electronic message to the at least one of the potential recipients that is excluded.

8. The system of claim 7 , wherein:

the a priori categories comprise at least one of an inner circle, a trusted advisor category, and a friends of dynamic list category.

9. The system of claim 8 , wherein:

the a priori categories are created by a dynamic list owner.

10. The system of claim 8 , wherein:

recipients of the electronic message can change their own category.

11. The system of claim 7 , wherein:

the dynamically partitioning further comprises performing a dynamic list dynamic filter operation based, at least in part, on the real-time context.

12. The system of claim 11 , wherein:

the dynamic filter operation comprises one or more of filter the dynamic list to only send to frequent participants based on past behaviors, filter the dynamic list to only send to recipients meeting a certain Data Loss Prevention (DLP) policy, filter the dynamic list to only send to recipients who are not out of office, filter the dynamic list to only send to recipients immediately available and filter the dynamic list to only send to recipients that are experts in a discussed topic.

13. A non-transitory, computer-readable storage medium embodying computer program code, the computer program code comprising computer executable instructions to cause a system to perform operations comprising:

accessing an electronic data storage to identify a priori categories for limiting potential recipients of an electronic message to an appropriate context, wherein the potential recipients are each associated with a directory list;

determining a real-time context for at least one of the potential recipients;

dynamically partitioning the directory list based upon the a priori categories and the real-time context to generate a partitioned directory list that excludes at least one of the potential recipients associated with the directory list from the electronic message to the appropriate context; and

causing the electronic message to be sent to all of the recipients in the partitioned directory list without sending the electronic message to the at least one of the potential recipients that is excluded.

14. The computer-readable storage medium of claim 13 , wherein:

the a priori categories comprise at least one of an inner circle, a trusted advisor category, and a friends of dynamic list category.

15. The computer-readable storage medium of claim 14 , wherein:

the a priori categories are created by a dynamic list owner.

16. The computer-readable storage medium of claim 14 , wherein:

recipients of the electronic message can change their own category.

17. The computer-readable storage medium of claim 13 , wherein:

the dynamically partitioning further comprises performing a dynamic list dynamic filter operation based, at least in part, on the real-time context.

18. The computer-readable storage medium of claim 17 , wherein:

the dynamic filter operation comprises one or more of filter the dynamic list, to only send to frequent participants based on past behaviors, filter the dynamic list to only send to recipients meeting a certain Data Loss Prevention (DLP) policy, filter the dynamic list to only send to recipients who are not out of office, filter the dynamic list to only send to recipients immediately available and filter the dynamic list to only send to recipients that are experts in a discussed topic.

Assignments (27)
RELEASE OF SECURITY INTEREST Recorded Nov 19, 2025
From: MORGAN STANLEY SENIOR FUNDING, INC.
To: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.
Reel/Frame 073606/0001 →
RELEASE OF SECURITY INTEREST Recorded Nov 18, 2025
From: GOLDMAN SACHS BANK USA, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.
Reel/Frame 073613/0326 →
SECURITY INTEREST Recorded Jun 8, 2025
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; ERWIN, INC.
To: ALTER DOMUS (US) LLC
Reel/Frame 071527/0649 →
SECURITY INTEREST Recorded Jun 8, 2025
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; ERWIN, INC.
To: ALTER DOMUS (US) LLC
Reel/Frame 071527/0001 →
SECOND LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 2, 2022
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.; ONE IDENTITY LLC; ONELOGIN, INC.; ONE IDENTITY SOFTWARE INTERNATIONAL DESIGNATED ACTIVITY COMPANY
To: MORGAN STANLEY SENIOR FUNDING, INC.
Reel/Frame 058952/0279 →
FIRST LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 2, 2022
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.; ONE IDENTITY LLC; ONELOGIN, INC.; ONE IDENTITY SOFTWARE INTERNATIONAL DESIGNATED ACTIVITY COMPANY
To: GOLDMAN SACHS BANK USA
Reel/Frame 058945/0778 →
RELEASE OF SECOND LIEN SECURITY INTEREST IN PATENTS Recorded Feb 2, 2022
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.
Reel/Frame 059096/0683 →
RELEASE OF FIRST LIEN SECURITY INTEREST IN PATENTS Recorded Feb 2, 2022
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.
Reel/Frame 059105/0479 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Jun 7, 2018
From: QUEST SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 046327/0347 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Jun 7, 2018
From: QUEST SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 046327/0486 →
RELEASE OF FIRST LIEN SECURITY INTEREST IN PATENTS RECORDED AT R/F 040581/0850 Recorded May 22, 2018
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC. (F/K/A DELL SOFTWARE INC.); AVENTAIL LLC
Reel/Frame 046211/0735 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ASSIGNEE PREVIOUSLY RECORDED AT REEL: 040587 FRAME: 0624. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Nov 28, 2017
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: QUEST SOFTWARE INC. (F/K/A DELL SOFTWARE INC.); AVENTAIL LLC
Reel/Frame 044811/0598 →
CHANGE OF NAME Recorded Jul 20, 2017
From: DELL SOFTWARE INC.
To: QUEST SOFTWARE INC.
Reel/Frame 043280/0439 →
CORRECTIVE ASSIGNMENT TO CORRECT THE RECEIVING PARTY NAME PREVIOUSLY RECORDED ON REEL 034812 FRAME 0091. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Jul 20, 2017
From: BRISEBOIS, MICHEL A.; WILLIS, TOMAS C.; JOHNSTONE, CURTIS T.
To: DELL SOFTWARE INC.
Reel/Frame 043280/0333 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Nov 10, 2016
From: DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040587/0624 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Nov 9, 2016
From: DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040581/0850 →
RELEASE OF SECURITY INTEREST IN CERTAIN PATENTS PREVIOUSLY RECORDED AT REEL/FRAME (040039/0642) Recorded Oct 31, 2016
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.
To: AVENTAIL LLC; DELL PRODUCTS L.P.; DELL SOFTWARE INC.
Reel/Frame 040521/0016 →
RELEASE OF SECURITY INTEREST Recorded Oct 31, 2016
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: AVENTAIL LLC; DELL PRODUCTS, L.P.; DELL SOFTWARE INC.
Reel/Frame 040521/0467 →
RELEASE OF REEL 035104 FRAME 0043 (NOTE) Recorded Sep 14, 2016
From: BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS COLLATERAL AGENT
To: DELL SOFTWARE INC.; DELL PRODUCTS L.P.; COMPELLENT TECHNOLOGIES, INC.
Reel/Frame 040027/0123 →
SECURITY AGREEMENT Recorded Sep 14, 2016
From: AVENTAIL LLC; DELL PRODUCTS, L.P.; DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040030/0187 →
SECURITY AGREEMENT Recorded Sep 14, 2016
From: AVENTAIL LLC; DELL PRODUCTS L.P.; DELL SOFTWARE INC.
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
Reel/Frame 040039/0642 →
RELEASE OF REEL 035103 FRAME 0809 (TL) Recorded Sep 14, 2016
From: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
To: DELL SOFTWARE INC.; DELL PRODUCTS L.P.; COMPELLENT TECHNOLOGIES, INC.
Reel/Frame 040027/0934 →
RELEASE OF REEL 035103 FRAME 0536 (ABL) Recorded Sep 13, 2016
From: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
To: DELL SOFTWARE INC.; DELL PRODUCTS L.P.; COMPELLENT TECHNOLOGIES, INC.
Reel/Frame 040016/0864 →
SUPPLEMENT TO PATENT SECURITY AGREEMENT (TERM LOAN) Recorded Feb 26, 2015
From: DELL PRODUCTS L.P.; DELL SOFTWARE INC.; COMPELLENT TECHNOLOGIES, INC.
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 035103/0809 →
SUPPLEMENT TO PATENT SECURITY AGREEMENT (ABL) Recorded Feb 26, 2015
From: DELL PRODUCTS L.P.; DELL SOFTWARE INC.; COMPELLENT TECHNOLOGIES, INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 035103/0536 →
SUPPLEMENT TO PATENT SECURITY AGREEMENT (NOTES) Recorded Feb 26, 2015
From: DELL PRODUCTS L.P.; DELL SOFTWARE INC.; COMPELLENT TECHNOLOGIES, INC.
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
Reel/Frame 035104/0043 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 26, 2015
From: BRISEBOIS, MICHEL A.; WILLIS, TOMAS C.; JOHNSTONE, CURTIS T.
To: DELL SOFTWARE, INC.
Reel/Frame 034812/0091 →