IP Library Granted Patent US 11,973,802
Granted Patent B2
US 11,973,802 · App. 17/015,546 · Granted Apr 30, 2024

Dynamically mapping entity members to permission roles for digital survey resources based on digital metadata

Inventors: Suarabh Sehgal (Seattle, WA); Pranip Borah (Newcastle, WA)
Assignee: Qualtrics, LLC
H04L63/20G06Q30/0203H04L63/102
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Quick Facts
Patent No.
US 11,973,802
App. No.
17/015,546
Granted
Apr 30, 2024
Kind
B2
Abstract

The present disclosure relates to systems, non-transitory computer-readable media, and methods for utilizing a digital permission mapping model to dynamically map entity members to digital survey resource permission roles based on metadata corresponding to the entity members. In particular, in one or more embodiments, the disclosed systems implement permissions based on identification of various resource classes and attribute values corresponding to the digital resources. The disclosed systems can compare survey resource classes, survey attribute categories, and attribute values of requested digital survey resources to the resource permission role of a requesting entity member. The disclosed systems can manage the digital content based on the digital survey resource permission role and these determined comparisons.

Claims (48)

1. A method comprising:

identifying digital metadata comprising digital features of a plurality of entity members via one or more administrator devices corresponding to an entity;

utilizing a digital permission mapping model to automatically map the plurality of entity members to a plurality of digital survey resource permission roles based on the digital metadata;

defining one or more survey resource classes as comprising one or more survey attribute categories;

identifying a request for a digital survey resource from a client device of an entity member;

determining, utilizing a resource identification algorithm, one or more attribute values for the defined survey attribute categories corresponding to a survey resource class of the digital survey resource based on content of the digital survey resource; and

providing access to the digital survey resource based on a digital survey resource permission role of the entity member from the plurality of digital survey resource permissions roles, wherein the digital survey resource permission role corresponds to permissions for survey resources corresponding to the one or more attribute values.

2. The method of claim 1 , wherein the digital survey resource permission role comprises access permissions for a survey resource class and a corresponding attribute value.

3. The method of claim 2 , wherein providing access to the digital survey resource based on the digital survey resource permission role comprises comparing the survey resource class and the corresponding attribute value of the access permissions to the one or more attribute values of the digital survey resource.

4. The method of claim 1 , further comprising providing, for display, a survey resource class definition user interface comprising a survey resource class definition element and a survey attribute category definition element.

5. The method of claim 4 , further comprising generating a survey resource class comprising a survey attribute category based on user interaction with the resource class definition element and the survey category definition element.

6. The method of claim 5 , further comprising, generating the digital survey resource by defining the one or more attribute values of the digital survey resource corresponding to the survey attribute category.

7. The method of claim 1 , further comprising:

identifying modified metadata corresponding to the entity member; and

utilizing the digital permission mapping model to automatically map the entity member to a modified digital survey resource permission role based on the modified metadata.

8. The method of claim 7 , further comprising:

identifying an additional request for an additional digital survey resource from one or more client devices of the entity member; and

limiting access to the digital survey resource based on the modified digital survey resource permission role of the entity member.

9. A system comprising:

at least one processor; and

at least one non-transitory computer-readable storage medium storing instructions that, when executed by the at least one processor, cause the system to:

identify digital metadata comprising digital features of a plurality of entity members via one or more administrator devices corresponding to an entity;

utilize a digital permission mapping model to automatically map the plurality of entity members to a plurality of digital survey resource permission roles based on the digital metadata;

define one or more survey resource classes as comprising one or more survey attribute categories;

identify a request for a digital survey resource from a client device of an entity member;

determine, utilizing a resource identification algorithm, one or more attribute values for the defined survey attribute categories corresponding to a survey resource class of the digital survey resource based on content of the digital survey resource; and

provide access to the digital survey resource based on a digital survey resource permission role of the entity member from the plurality of digital survey resource permissions roles, wherein the digital survey resource permission role corresponds to permissions for survey resources corresponding to the one or more attribute values.

10. The system of claim 9 , wherein the digital survey resource permission role comprises access permissions for a survey resource class of the one or more survey resource classes and a corresponding attribute value.

11. The system of claim 10 , wherein providing access to the digital survey resource based on the digital survey resource permission role comprises comparing the survey resource class and the corresponding attribute value of the access permissions to the one or more attribute values of the digital survey resource.

12. The system of claim 9 , further comprising instructions that, when executed by the at least one processor, cause the system to provide, for display, a survey resource class definition user interface comprising a survey resource class definition element and a survey attribute category definition element.

13. The system of claim 12 , further comprising instructions that, when executed by the at least one processor, cause the system to generate a resource class comprising a survey attribute category based on user interaction with the resource class definition element and the survey category definition element.

14. The system of claim 13 , further comprising instructions that, when executed by the at least one processor, cause the system to generate the digital survey resource by defining the one or more attribute values of the digital survey resource corresponding to the survey attribute category.

15. The system of claim 9 , further comprising instructions that, when executed by the at least one processor, cause the system to:

identify modified metadata corresponding to the entity member; and

utilize the digital permission mapping model to automatically map the entity member to a modified digital survey resource permission role based on the modified metadata.

16. The system of claim 15 , further comprising instructions that, when executed by the at least one processor, cause the system to:

identify an additional request for an additional digital survey resource from one or more client devices of the entity member; and

limit access to the digital survey resource based on the modified digital survey resource permission role of the entity member.

17. A non-transitory computer readable medium comprising instructions that, when executed by at least one processor, cause a computer system to:

identify digital metadata comprising digital features of a plurality of entity members via one or more administrator devices corresponding to an entity;

utilize a digital permission mapping model to automatically map the plurality of entity members to a plurality of digital survey resource permission roles based on the digital metadata;

define one or more survey resource classes as comprising one or more survey attribute categories;

identify a request for a digital survey resource from a client device of an entity member;

determine, utilizing a resource identification algorithm, one or more attribute values for the defined survey attribute categories corresponding to a survey resource class of the digital survey resource based on content of the digital survey resource; and

provide access to the digital survey resource based on a digital survey resource permission role of the entity member from the plurality of digital survey resource permissions roles, wherein the digital survey resource permission role corresponds to permissions for survey resources corresponding to the one or more attribute values.

18. The non-transitory computer readable medium of claim 17 , wherein the digital survey resource permission role comprises access permissions for a survey resource class and a corresponding attribute value.

19. The non-transitory computer readable medium of claim 18 , wherein providing access to the digital survey resource based on the digital survey resource permission role comprises comparing the survey resource class and the corresponding attribute value of the access permissions to attribute values of the digital survey resource.

20. The non-transitory computer readable medium of claim 17 , further comprising instructions that, when executed by the at least one processor, cause the system to provide, for display, a survey resource class definition user interface comprising a survey resource class definition element and a survey attribute category definition element.

Assignments (3)
SECURITY INTEREST Recorded May 18, 2026
From: QUALTRICS, LLC; PRESS GANEY ASSOCIATES LLC; CLARABRIDGE, INC.; DELIGHTED, LLC; RIOSOFT HOLDINGS, INC.; INMOMENT, INC.; LEXALYTICS, INC.; INMOMENT RESEARCH, LLC; ALLEGIANCE SOFTWARE, INC.
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 075583/0001 →
SECURITY INTEREST Recorded Jun 29, 2023
From: QUALTRICS, LLC; CLARABRIDGE, INC.; NEW DEBDEN MERGER SUB II LLC
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 064162/0976 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 9, 2020
From: SEHGAL, SUARABH; BORAH, PRANIP
To: QUALTRICS, LLC
Reel/Frame 053726/0766 →