IP Library Granted Patent US 11,494,548
Granted Patent B1
US 11,494,548 · App. 17/199,073 · Granted Nov 8, 2022

Multilayered electronic content management system

Inventors: Zachary Blender (San Francisco, CA); Himanshu Baral (Fremont, CA)
Assignee: Wells Fargo Bank, N.A.
G06F40/166G06F9/542G06F16/93
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Quick Facts
Patent No.
US 11,494,548
App. No.
17/199,073
Granted
Nov 8, 2022
Kind
B1
Abstract

Multilayer electronic content management is provided. A method includes determining a first section and a second section of a document for dynamic content management. The method also includes determining a first trigger event that prompts the dynamic content management on the first section and a second trigger event the prompts the dynamic content management on the second section. The method also includes implementing a first action to the first section based on an occurrence of the first trigger and a first rule, and a second action to the second section based on another occurrence of the second trigger and a second rule. The implementation may include executing a first micro-service within a metadata layer of the electronic document for implementation of the first action and executing a second micro-service within the metadata layer for implementation of the second action.

Claims (49)

1. A system, comprising:

a processor coupled to a memory that stores instructions that, when executed by the processor, cause the processor to:

identify, via a machine-learning classifier, an association of a trigger condition with a section of a generated electronic document;

assign a content retention rule to the section based on the trigger condition, the content retention rule being stored in metadata of the document;

invoke a first micro-services component within the document, the first micro-services component being included within the document and configured to acquire data from outside the document;

identify, by a second micro-services component that is included within the document, the content retention rule that is stored in the metadata of the document;

evaluate the trigger condition of the content retention rule assigned to the section based on the data acquired from outside the document, the section identified by the metadata; and

modify, by the second micro-services component, the section of the document when the trigger condition is satisfied in accordance with the content retention rule.

2. The system of claim 1 , wherein the instructions further cause the processor to replace the modified section of the document with a new section of the document.

3. The system of claim 2 , wherein the new section of the document is an update of the section.

4. The system of claim 1 , wherein the instructions further cause the processor to:

evaluate a security condition of a security rule associated with a second section of the document; and

trigger an action based on the security rule when the security condition is satisfied.

5. The system of claim 4 , wherein the action is to remove or encrypt at least a portion of the second section of the document when the security condition is satisfied.

6. The system of claim 1 , wherein the data acquired from outside the document comprises a current time and the trigger condition of the content retention rule is one or more predetermined times.

7. The system of claim 1 , wherein the data acquired from outside the document is a current location and the trigger condition of the content retention rule is one or more predefined geographic locations.

8. The system of claim 1 , wherein:

the metadata includes an identification of the section of the document, and

the second micro-services component modifies the section of the document based on a correlation between the trigger condition, the content retention rule, and the identification that is included in the metadata.

9. The system of claim 1 , the instructions further causing the processor to:

assign the content retention rule to a combination of the section of the document and the trigger condition,

wherein the metadata is modified to include the content retention rule that is based on the trigger condition identified via the machine-learning classifier.

10. A method, comprising:

identifying an association of a trigger condition with a section of a generated electronic document;

assigning a content retention rule to the section based on the trigger condition, the content retention rule being stored in metadata of the document;

invoking a first micro-services component within the document, the first micro-services component being included within the document and configured to acquire data from outside the document;

identifying, by a second micro-services component that is included within the document, the content retention rule that is stored in the metadata of the document;

evaluating the trigger condition of the content retention rule assigned to the section based on the data acquired from outside the document, the section identified by the metadata; and

modifying, by the second micro-services component, the section of the document when the trigger condition is satisfied in accordance with the content retention rule.

11. The method of claim 10 , further comprising replacing the modified section of the document with a new section of the document.

12. The method of claim 11 , further comprising replacing the modified section of the document with an update of the section as the new section of the document.

13. The method of claim 10 , further comprising:

evaluating a security condition of a security rule associated with a second section of the document; and

initiating an action based on the security rule when the security condition is satisfied.

14. The method of claim 13 , further comprising initiating removal or encryption of at least a portion of the second section of the document when the security condition is satisfied.

15. The method of claim 10 , further comprising invoking the first micro-services component to acquire a time as the data acquired from outside the document.

16. The method of claim 10 , further comprising invoking the first micro-services component to acquire a location as the data acquired from outside the document.

17. A computer-readable storage medium that stores instructions that, when executed by a processor, cause the processor to perform operations, comprising:

identifying, via a machine-learning classifier, an association of a trigger condition with a section of a generated electronic document;

assigning a content retention rule to the section based on the trigger condition, the content retention rule being stored in metadata of the document;

activating a first micro-services component included within an electronic document, the first micro-services component being included within the document and configured to acquire data from outside the document;

identifying, by a second micro-services component that is included within the document, the content retention rule that is stored in the metadata of the document;

assessing the trigger condition of the content retention rule assigned to the section based on the data acquired from outside the document, the section identified by the metadata; and

modifying, by the second micro-services component, the section of the document when the trigger condition is satisfied in accordance with the content retention rule.

18. The computer-readable storage medium of claim 17 , the operations further comprising replacing the modified section of the document with a new section of the document.

19. The computer-readable storage medium of claim 17 , the operations further comprising acquiring at least one of a current time or a geographic location from outside the document.

20. The computer-readable storage medium of claim 17 , the operations further comprising:

detecting an unauthorized attempt to access the electronic document; and

triggering an action based on a security rule associated with at least one section of the document in response to the unauthorized attempt.

Assignments (3)
ADDRESS CHANGE Recorded Jun 2, 2025
From: WELLS FARGO BANK, N.A.
To: WELLS FARGO BANK, N.A.
Reel/Frame 071769/0143 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 10, 2022
From: BLENDER, ZACHARY; BARAL, HIMANSHU
To: WELLS FARGO BANK, N.A.
Reel/Frame 059223/0326 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 12, 2021
From: BLENDER, ZACHARY; BARAL, HIMANSHU
To: WELLS FARGO BANK, N.A.
Reel/Frame 055580/0082 →
Continuity (1)
Continuation 15288318 · Oct 7, 2016