IP Library Granted Patent US 9,727,560
Granted Patent B2
US 9,727,560 · App. 14/631,633 · Granted Aug 8, 2017

Systems and methods for organizing and identifying documents via hierarchies and dimensions of tags

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Quick Facts
Patent No.
US 9,727,560
App. No.
14/631,633
Granted
Aug 8, 2017
Kind
B2
Abstract

Computer-implemented systems and methods are disclosed to interface with one or more storage devices storing a plurality of documents, wherein each of the plurality of documents is associated with one or more tags of one or more predefined hierarchies of tags, wherein the one or more hierarchies of tags include multiple dimensions. In accordance with some embodiments, a method is provided to identify one or more documents from the data storage devices. The method comprises acquiring, via an interface, a selection of one or more tags of the one or more predefined hierarchies of tags. The method further comprises identifying one or more documents from the data storage devices in response to the selection, the identified one or more documents having tags that have a relationship with the selected tags, and providing data corresponding to the identified documents for displaying in the interface.

Claims (93)

1. An apparatus comprising:

a memory device that stores a set of instructions; and

at least one processor configured to execute the set of instructions to:

communicate with one or more data storage devices storing a plurality of documents and an object model, wherein:

the object model comprises a plurality of cells and relationships among the plurality of cells,

each cell of the object model is associated with a respective combination of document tags, and

each of the documents is associated with at least one respective cell of the plurality of cells based on corresponding combinations of document tags associated with the respective documents;

determine relationships among the plurality of cells in the object model by at least:

representing each cell as a respective multi-dimensional vector based on the combination of document tags associated with the respective cells; and

determining an imaginary distance between the multi-dimensional vectors associated with each pair of cells of the plurality of cells;

receive, via a user interface, search criteria for searching the plurality of documents, wherein the search criteria include indications of one or more document tags;

responsive to receiving the search criteria:

determine a first cell of the plurality of cells of the object model matching the one or more document tags indicated by in the search criteria;

determine a second cell of the plurality of cells that is related to the first cell based on the object model; and

identify, from the data storage devices, at least one or more documents associated with the second cell; and

provide, for displaying in the user interface, indications of the one or more documents associated with the second cell.

2. A non-transitory computer readable medium that stores a set of instructions that are executable by at least one processor of an electronic device to cause the electronic device to perform a method comprising:

communicating with one or more data storage devices storing a plurality of documents and an object model, wherein:

the object model comprises a plurality of cells and relationships among the plurality of cells,

each cell of the object model is associated with a respective combination of document tags, and

each of the documents is associated with at least one respective cell of the plurality of cells based on corresponding combinations of document tags associated with the respective documents;

determining relationships among the plurality of cells in the object model by at least:

representing each cell as a respective multi-dimensional vector based on the combination of document tags associated with the respective cells; and

determining an imaginary distance between the multi-dimensional vectors associated with each pair of cells of the plurality of cells;

receiving, via a user interface, search criteria for searching the plurality of documents, wherein the search criteria include indications of one or more document tags;

responsive to receiving the search criteria:

determining a first cell of the plurality of cells of the object model matching the one or more document tags indicated by in the search criteria;

determining a second cell of the plurality of cells that is related to the first cell based on the object model; and

identifying, from the data storage devices, at least one or more documents associated with the second cell; and

providing, for displaying in the user interface, indication of the one or more documents associated with the second cell.

3. A computer-implemented method comprising:

communicating with one or more data storage devices storing a plurality of documents and an object model, wherein:

the object model comprises a plurality of cells and relationships among the plurality of cells,

each cell of the object model is associated with a respective combination of document tags, and

each of the documents is associated with at least one respective cell of the plurality of cells based on corresponding combinations of document tags associated with the respective documents;

determining relationships among the plurality of cells in the object model by at least:

representing each cell as a respective multi-dimensional vector based on the combination of document tags associated with the respective cells; and

determining an imaginary distance between the multi-dimensional vectors associated with each pair of cells of the plurality of cells;

receiving, via a user interface, search criteria for searching the plurality of documents, wherein the search criteria include indications of one or more document tags;

responsive to receiving the search criteria:

determining a first cell of the plurality of cells of the object model matching the one or more document tags indicated by in the search criteria;

determining a second cell of the plurality of cells that is related to the first cell based on the object model; and

identifying, from the data storage devices, at least one or more documents associated with the second cell; and

providing, for displaying in the user interface, indication of the one or more documents associated with the second cell.

4. The apparatus of claim 1 , wherein the at least one processor is further configured to execute the set of instructions to:

identify, from the data storage devices, at least one or more documents associated with the first cell; and

provide, for displaying in the user interface, at least one of the one or more documents associated with the first cell.

5. The apparatus of claim 1 , wherein the at least one processor is further configured to execute the set of instructions to:

receive, via the user interface, a selection of a document from the one or more documents associated with the second cell; and

responsive to the selection of the document, update the search criteria to include indications of one or more document tags associated with the document.

6. The apparatus of claim 1 , wherein the document tags associated with the cells include multiple dimensions, and wherein the user interface provides an input selection field for each dimension or a single input selection field that can receive a combination of dimensions of document tags.

7. The apparatus of claim 1 , wherein the user interface provides a drop down menu to display one or more document tags for selection.

8. The apparatus of claim 1 , wherein the user interface displays a list of selectable items representing the one or more documents associated with the second cell, wherein each selectable item corresponds to an identified document and includes a title and metadata for the document, and wherein a selection of one of the selectable items causes the document corresponding to the selected selectable item to be selected.

9. The apparatus of claim 1 , wherein the at least one processor is further configured to execute the set of instructions to:

receive, via the user interface, an input of one or more document tags, while displaying a document; and

update one or more document tags associated with the document based on the input of the one or more document tags.

10. The apparatus of claim 1 , wherein the at least one processor is further configured to execute the set of instructions to:

determine a relationship between the first cell and the second cell of the plurality of cells by at least:

determining a first document tag type common to both the first cell and the second cell, wherein respective values of the first document tag type associated with the first cell and the second cell are different; and

determining a relationship between the respective values of the first document tag type associated with the first cell and the second cell.

11. The apparatus of claim 1 , wherein the at least one processor is further configured to execute the set of instructions to:

determine the relationships among the plurality of cells in the object model by at least:

for each pair of cells:

comparing the imaginary distance between the multi-dimensional vectors associated with the pair of cells to a threshold; and

in response to the imaginary distance satisfying the threshold, determining that a relationship exists between the pair of cells.

12. The non-transitory computer readable medium of claim 2 , wherein the method further comprises:

identifying, from the data storage devices, at least one or more documents associated with the first cell; and

providing, for displaying in the user interface, at least one of the one or more documents associated with the first cell.

13. The non-transitory computer readable medium of claim 2 , wherein the method further comprises:

receiving, via the user interface, a selection of a document from the one or more documents associated with the second cell; and

responsive to the selection of the document, updating the search criteria to include indications of one or more document tags associated with the document.

14. The non-transitory computer readable medium of claim 2 , wherein the document tags associated with the cells include multiple dimensions, and wherein the user interface provides an input selection field for each dimension or a single input selection field that can receive a combination of dimensions of document tags.

15. The non-transitory computer readable medium of claim 2 , wherein the user interface provides a drop down menu to display one more document tags for selection.

16. The non-transitory computer readable medium of claim 2 , wherein the user interface displays a list of selectable items representing the one or more documents associated with the second cell, wherein each item corresponds to an identified document and includes a title and metadata for the document, and wherein a selection of one of the selectable items triggers the document corresponding to the selected selectable item to be selected.

17. The non-transitory computer readable medium of claim 2 , wherein the method further comprises:

receiving, via the user interface, an input of one or more document tags, while displaying a document; and

updating one or more tags associated with the document based on the input of the one or more document tags.

18. The non-transitory computer readable medium of claim 2 , wherein the method further comprises:

determining the relationships among the plurality of cells in the object model by at least:

for each pair of cells:

comparing the imaginary distance between the multi-dimensional vectors associated with the pair of cells to a threshold; and

in response to the imaginary distance satisfying the threshold, determining that a relationship exists between the pair of cells.

19. The computer-implemented method of claim 3 further comprising:

identifying, from the data storage devices, at least one or more documents associated with the first cell; and

providing, for displaying in the user interface, at least one of the one or more documents associated with the first cell.

20. The computer-implemented method of claim 3 further comprising:

receiving, via the user interface, a selection of a document from the one or more documents associated with the second cell; and

responsive to the selection of the document, updating the search criteria to include indications of one or more document tags associated with the document.

21. The computer-implemented method of claim 3 further comprising:

determining the relationships among the plurality of cells in the object model by at least:

for each pair of cells:

comparing the imaginary distance between the multi-dimensional vectors associated with the pair of cells to a threshold; and

in response to the imaginary distance satisfying the threshold, determining that a relationship exists between the pair of cells.

Assignments (8)
ASSIGNMENT OF INTELLECTUAL PROPERTY SECURITY AGREEMENTS Recorded Jul 3, 2022
From: MORGAN STANLEY SENIOR FUNDING, INC.
To: WELLS FARGO BANK, N.A.
Reel/Frame 060572/0640 →
SECURITY INTEREST Recorded Jul 3, 2022
From: PALANTIR TECHNOLOGIES INC.
To: WELLS FARGO BANK, N.A.
Reel/Frame 060572/0506 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ERRONEOUSLY LISTED PATENT BY REMOVING APPLICATION NO. 16/832267 FROM THE RELEASE OF SECURITY INTEREST PREVIOUSLY RECORDED ON REEL 052856 FRAME 0382. ASSIGNOR(S) HEREBY CONFIRMS THE RELEASE OF SECURITY INTEREST. Recorded Aug 26, 2021
From: ROYAL BANK OF CANADA
To: PALANTIR TECHNOLOGIES INC.
Reel/Frame 057335/0753 →
SECURITY INTEREST Recorded Jun 4, 2020
From: PALANTIR TECHNOLOGIES INC.
To: MORGAN STANLEY SENIOR FUNDING, INC.
Reel/Frame 052856/0817 →
RELEASE OF SECURITY INTEREST Recorded Jun 4, 2020
From: ROYAL BANK OF CANADA
To: PALANTIR TECHNOLOGIES INC.
Reel/Frame 052856/0382 →
SECURITY INTEREST Recorded Jan 27, 2020
From: PALANTIR TECHNOLOGIES INC.
To: MORGAN STANLEY SENIOR FUNDING, INC., AS ADMINISTRATIVE AGENT
Reel/Frame 051713/0149 →
SECURITY INTEREST Recorded Jan 27, 2020
From: PALANTIR TECHNOLOGIES INC.
To: ROYAL BANK OF CANADA, AS ADMINISTRATIVE AGENT
Reel/Frame 051709/0471 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 7, 2015
From: CHAKERIAN, JOHN; FREELAND, CARL; GROSSMAN, JACK; MANNING, LAWRENCE; TORRES, ADAM; YANG, MICHAEL
To: PALANTIR TECHNOLOGIES INC.
Reel/Frame 035590/0068 →