IP Library Granted Patent US 11,567,908
Granted Patent B1
US 11,567,908 · App. 15/925,280 · Granted Jan 31, 2023

Virtual storage interface

Inventors: Van Cline (Aubrey, TX); Steven Wheelis (Plano, TX); Shailesh Mishra (Frisco, TX); Vera Kan (Plano, TX); Lior Sharon (Frisco, TX)
G06F16/192G06F3/0667G06F16/93G06Q40/12
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Quick Facts
Patent No.
US 11,567,908
App. No.
15/925,280
Granted
Jan 31, 2023
Kind
B1
Abstract

Generating a storage interface includes receiving a request for documents, detecting an accounting workflow type corresponding to request, and identifying a document organizational structure matching the accounting workflow type. Further, a virtual storage interface is built using an index on the documents and according to the document organizational structure, and presented.

Claims (81)

1. A method for a storage interface comprising:

receiving a first request for a plurality of documents, the first request received as part of a first accounting workflow comprising a sequence of tasks;

detecting a first accounting workflow type from the first accounting workflow, the first accounting workflow type corresponding to the first request, and the first accounting workflow is an instance of the first accounting workflow type;

identifying a first document organizational structure matching the first accounting workflow type;

building a first virtual storage interface using an index on the plurality of documents and according to the first document organizational structure; and

presenting the first virtual storage interface.

2. The method of claim 1 , further comprising:

receiving a request to open a virtual folder in the first virtual storage interface;

identifying an attribute for a plurality of virtual subfolders in the virtual folder;

obtaining a plurality of attribute values of the attribute of a subset of the plurality of documents in the virtual folder from the index;

partitioning the plurality of attribute values into a plurality of attribute value sets;

creating a virtual subfolder for each attribute value set of the plurality of attribute value sets to obtain the plurality of virtual subfolders; and

presenting the plurality of virtual subfolders.

3. The method of claim 2 , further comprising:

determining the subset of the plurality of documents in the virtual folder based on the index and the first document organizational structure.

4. The method of claim 1 , further comprising:

receiving a request to open a virtual folder in the first virtual storage interface;

determining, from the first document organizational structure, that the virtual folder is a leaf node of the first document organizational structure;

determining a subset of the plurality of documents in the virtual folder based on the index and the first document organizational structure; and

presenting a document identifier for each of the plurality of documents in the subset.

5. The method of claim 1 , further comprising:

receiving a document for a second accounting workflow;

detecting a second accounting workflow type of the second accounting workflow, the second accounting workflow type is one of tax return preparation and quarterly report preparation;

creating an attribute value set based on the second accounting workflow type; and

storing the attribute value set with a document identifier of the document in the index.

6. The method of claim 5 , further comprising:

detecting a client identifier for the document,

wherein the attribute value set is further created based on the client identifier.

7. The method of claim 5 , further comprising:

extracting an attribute value from a plurality of contents of the document,

wherein the attribute value set is further created based on the attribute value.

8. The method of claim 1 , further comprising:

receiving a second request for the plurality of documents;

detecting a second accounting workflow type corresponding to the second request;

identifying a second document organizational structure matching the second accounting workflow type;

building a second virtual storage interface using the index on the plurality of documents and according to the second document organizational structure; and

presenting the second virtual storage interface.

9. The method of claim 8 , wherein the first virtual storage interface comprises a different folder hierarchy than the second virtual storage interface.

10. The method of claim 1 , wherein the first document organizational structure is further identified based on a role of a user.

11. A system comprising:

a storage repository for storing a plurality of documents; and

at least one computer processor for executing a document manager, the document manager communicatively connected to the storage repository and configured to:

receive a request for the plurality of documents in the storage repository, the request received as part of an accounting workflow comprising a sequence of tasks;

detect an accounting workflow type from the accounting workflow, the accounting workflow type corresponding to the request, and the accounting workflow is an instance of the accounting workflow type;

identify a document organizational structure matching the accounting workflow type;

build a virtual storage interface using an index on the plurality of documents and according to the document organizational structure; and

present the virtual storage interface.

12. The system of claim 11 , wherein the storage repository comprises a plurality of storage servers, each of the plurality of storage servers comprising a portion of the plurality of documents, wherein the virtual storage interface is a unified view of the plurality of documents on the plurality of storage servers, and wherein the accounting workflow type is one of tax return preparation and quarterly report preparation.

13. The system of claim 11 , wherein the at least one computer processor is further configured to execute:

an accounting application for performing an accounting workflow of the accounting workflow type.

14. The system of claim 13 , wherein the accounting application comprises a document management agent, wherein the document management agent is configured to interface with the document manager.

15. The system of claim 11 , wherein the document manager comprises a document management storage structure, and wherein the document management storage structure relates each of the plurality of documents with an attribute value set.

16. A non-transitory computer readable medium comprising computer readable program code for a storage interface comprising:

receiving a first request for a plurality of documents, the first request received as part of a first accounting workflow comprising a sequence of tasks;

detecting a first accounting workflow type from the first accounting workflow, the first accounting workflow type corresponding to the first request, and the first accounting workflow is an instance of the first accounting workflow type;

identifying a first document organizational structure matching the first accounting workflow type;

building a first virtual storage interface using an index on the plurality of documents and according to the first document organizational structure; and

presenting the first virtual storage interface.

17. The non-transitory computer readable medium of claim 16 , further comprising computer readable program code for:

receiving a request to open a virtual folder in the first virtual storage interface;

identifying an attribute for a plurality of virtual subfolders in the virtual folder;

obtaining a plurality of attribute values of the attribute of a subset of the plurality of documents in the virtual folder from the index;

partitioning the plurality of attribute values into a plurality of attribute value sets;

creating a virtual subfolder for each attribute value set of the plurality of attribute value sets to obtain the plurality of virtual subfolders; and

presenting the plurality of virtual subfolders.

18. The non-transitory computer readable medium of claim 16 , further comprising computer readable program code for:

receiving a request to open a virtual folder in the first virtual storage interface;

determining, from the first document organizational structure, that the virtual folder is a leaf node of the first document organizational structure;

determining a subset of the plurality of documents in the virtual folder based on the index and the first document organizational structure; and

presenting a document identifier for each of the plurality of documents in the subset.

19. The non-transitory computer readable medium of claim 16 , further comprising computer readable program code for:

receiving a document for a second accounting workflow;

detecting a second accounting workflow type of the second accounting workflow, the second accounting workflow type is one of tax return preparation and quarterly report preparation;

creating an attribute value set based on the second accounting workflow type; and

storing the attribute value set with a document identifier of the document in the index.

20. The non-transitory computer readable medium of claim 16 , further comprising computer readable program code for:

receiving a second request for the plurality of documents;

detecting a second accounting workflow type corresponding to the second request;

identifying a second document organizational structure matching the second accounting workflow type;

building a second virtual storage interface using the index on the plurality of documents and according to the second document organizational structure; and

presenting the second virtual storage interface.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 21, 2018
From: CLINE, VAN; WHEELIS, STEVEN; MISHRA, SHAILESH; KAN, VERA; SHARON, LIOR
To: INTUIT INC.
Reel/Frame 045306/0156 →
Cited By (3)
US 12,218,948 US 12,223,077 US 12,401,656