IP Library Granted Patent US 11,288,450
Granted Patent B2
US 11,288,450 · App. 16/987,253 · Granted Mar 29, 2022

Technology platform for data discovery

Inventor: Vishalkumar Rajpara (Ashburn, VA)
Assignee: Casepoint LLC
G06F40/247G06F16/3344G06F16/353G06F16/93G06F40/295G06F40/30G06K9/00456
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Quick Facts
Patent No.
US 11,288,450
App. No.
16/987,253
Granted
Mar 29, 2022
Kind
B2
Abstract

A method includes receiving a set of documents related to data discovery issues, wherein at least a first data discovery issue is unrelated to a second data discovery issue. The method further includes generating a map of terms and words for the set of documents that correspond to concepts. The method further includes providing a user interface that includes a search analytics tool to a user associated with the first data discovery issue.

Claims (40)

1. A method comprising:

receiving a set of documents related to data discovery issues, wherein a first data discovery issue of the data discovery issues is unrelated to a second data discovery issue of the data discovery issues;

generating, based on a unified knowledge database, a map of terms and words for the set of documents that correspond to concepts by classifying different instantiations of one or more related terms in the set of documents as being associated with a same classified term;

identifying, based on the map of terms and words, one or more key terms that are associated with a cause of action of a lawsuit associated with the first data discovery issue or a date that is significant for the lawsuit associated with the first data discovery issue;

receiving a request from a user to view one or more documents of interest;

identifying the documents of interest from the set of documents based on a type of user; and

providing a user interface to the user that includes the documents of interest.

2. The method of claim 1 , wherein the type of user is at least one of a key custodian, an attorney, or general counsel.

3. The method of claim 1 , wherein the type of user is based at least in part on a name of a law firm that the user is associated with.

4. The method of claim 1 , wherein the type of user is a reviewer that tags one or more of the set of documents or a decision maker that provides inputs for using artificial intelligence to improve generating the unified knowledge database or identifying the documents of interest.

5. The method of claim 1 , wherein the user interface further includes an option for the user to add one or more key terms to a search of the documents of interest.

6. The method of claim 1 , wherein the user interface further includes an option to identify a key document that triggered the first data discovery issue.

7. The method of claim 6 , wherein the key document is not part of the set of documents and the user interface further includes at least one of an option to upload the key document or a text field for pasting text from the key document.

8. A non-transitory computer-readable storage medium carrying program instructions thereon, the program instructions when executed by one or more processors cause the one or more processors to perform operations comprising:

receiving a set of documents related to data discovery issues, wherein a first data discovery issue of the data discovery issues is unrelated to a second data discovery issue of the data discovery issues;

generating, based on a unified knowledge database, a map of terms and words for the set of documents that correspond to concepts by classifying different instantiations of one or more related terms in the set of documents as being associated with a same classified term;

identifying, based on the map of terms and words, one or more key terms that are associated with a cause of action of a lawsuit associated with the first data discovery issue or a date that is significant for the lawsuit associated with the first data discovery issue;

receiving a request from a user to view one or more documents of interest;

identifying the documents of interest from the set of documents based on a type of user; and

providing a user interface to the user that includes the documents of interest.

9. The non-transitory computer-readable storage medium of claim 8 , wherein the type of user is at least one of a key custodian, an attorney, or general counsel.

10. The non-transitory computer-readable storage medium of claim 8 , wherein the type of user is based at least in part on a name of a law firm that the user is associated with.

11. The non-transitory computer-readable storage medium of claim 8 , wherein the type of user is a reviewer that tags one or more of the set of documents or a decision maker that provides inputs for using artificial intelligence to improve generating the unified knowledge database or identifying the documents of interest.

12. The non-transitory computer-readable storage medium of claim 8 , wherein the user interface further includes an option for the user to add one or more key terms to a search of the documents of interest.

13. The non-transitory computer-readable storage medium of claim 8 , wherein the user interface further includes an option to identify a key document that triggered the first data discovery issue.

14. The non-transitory computer-readable storage medium of claim 13 , wherein the key document is not part of the set of documents and the user interface further includes at least one of an option to upload the key document or a text field for pasting text from the key document.

15. A system comprising:

one or more processors; and

a memory coupled to the one or more processors, with instructions stored thereon that, when executed by the one or more processors, cause the one or more processors to perform operations comprising:

receiving a set of documents related to data discovery issues, wherein a first data discovery issue of the data discovery issues is unrelated to a second data discovery issue of the data discovery issues;

generating, based on a unified knowledge database, a map of terms and words for the set of documents that correspond to concepts by classifying different instantiations of one or more related terms in the set of documents as being associated with a same classified term;

identifying, based on the map of terms and words, one or more key terms that are associated with a cause of action of a lawsuit associated with the first data discovery issue or a date that is significant for the lawsuit associated with the first data discovery issue;

receiving a request from a user to view one or more documents of interest;

identifying the documents of interest from the set of documents based on a type of user; and

providing a user interface to the user that includes the documents of interest.

16. The system of claim 15 , wherein the type of user is at least one of a key custodian, an attorney, or general counsel.

17. The system of claim 15 , wherein the type of user is based at least in part on a name of a law firm that the user is associated with.

18. The system of claim 15 , wherein the type of user is a reviewer that tags one or more of the set of documents or a decision maker that provides inputs for using artificial intelligence to improve generating the unified knowledge database or identifying the documents of interest.

19. The system of claim 15 , wherein the user interface further includes an option for the user to add one or more key terms to a search of the documents of interest.

20. The system of claim 15 , wherein the user interface further includes an option to identify a key document that triggered the first data discovery issue.

Assignments (2)
SECURITY INTEREST Recorded Jan 22, 2025
From: AINS, LLC; CASEPOINT, LLC
To: CCP AGENCY, LLC
Reel/Frame 069972/0130 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 17, 2020
From: RAJPARA, VISHALKUMAR
To: CASEPOINT LLC
Reel/Frame 053801/0319 →
Continuity (2)
Continuation 15432017 · Feb 14, 2017
Related Publication 20200364401A1 · Nov 19, 2020
Cited By (1)
US 12,265,787