IP Library Granted Patent US 11,768,799
Granted Patent B2
US 11,768,799 · App. 17/583,567 · Granted Sep 26, 2023

Adaptive document curation

Inventor: Robert Lacy (Burlington, MA)
Assignee: Salesforce, Inc.
G06F16/113G06F16/125G06F16/35G06F16/383G06F16/93G06N20/00
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 11,768,799
App. No.
17/583,567
Granted
Sep 26, 2023
Kind
B2
Abstract

An adaptive document curation method. A machine learning model is trained on a first library of documents to assign staleness scores to documents, each indicating a confidence that the document to which it is assigned should be archived. If a document has a staleness score at least equal to a threshold, the document is identified as a candidate to be archived or deleted.

Claims (54)

1. A method comprising:

training a machine learning model on a first library of documents to assign staleness scores to the documents, wherein a staleness score indicates a confidence that the document to which it is assigned should be archived;

applying the machine learning model to a first document to generate a first staleness score for the first document;

based upon a determination that the first staleness score is at least equal to a first threshold, identifying the first document as a candidate to be archived; and

archiving the first document.

2. The method of claim 1 , further comprising:

adjusting the machine learning model based upon receiving a confirmation that the first document should be archived.

3. The method of claim 1 , further comprising:

receiving an identification of a second document not included in the first library of documents;

applying the machine learning model to the second document to generate a second staleness score for the second document;

based upon a determination that the second staleness score is at least equal to the first threshold, identifying the second document as a candidate to be archived;

presenting, to a user, the second document and an indication that the second document should be archived; and

receiving an indication from the user that the second document should not be archived or that the second document should be archived.

4. The method of claim 1 , further comprising:

receiving a confirmation that the first document should be archived.

5. The method of claim 4 , wherein the confirmation that the first document should be archived is received in response to providing an indication of the staleness score.

6. The method of claim 1 , wherein, to generate the staleness score, the machine learning model uses one or more attributes selected from the group consisting of: a creation date of the first document, a last edit date of the first document, a count of unique edits of the first document during a time period, a count of unique editors of the first document during a time period, a count of unique viewers of the first document during a time period, a count of unique non-editor viewers of the first document during a time period, a count of other documents linked from the first document, an average staleness score of documents linked to the first document, a count of documents that link to the first document, and an aggregate staleness score of a folder containing the first document.

7. A non-transitory computer readable medium having instructions that when performed on at least one processor cause the at least one processor to perform steps comprising:

training a machine learning model on a first library of documents to assign staleness scores to the documents, wherein a staleness score indicates a confidence that the document to which it is assigned should be archived;

applying the machine learning model to a first document to generate a first staleness score for the first document;

based upon a determination that the first staleness score is at least equal to a first threshold, identifying the first document as a candidate to be archived; and

archiving the first document.

8. The non-transitory computer readable medium of claim 7 , the steps further comprising:

adjusting the machine learning model based upon receiving a confirmation that the first document should be archived.

9. The non-transitory computer readable medium of claim 7 , the steps further comprising:

receiving an identification of a second document not included in the first library of documents;

applying the machine learning model to the second document to generate a second staleness score for the second document;

based upon a determination that the second staleness score is at least equal to the first threshold, identifying the second document as a candidate to be archived;

presenting, to a user, the second document and an indication that the second document should be archived; and

receiving an indication from the user that the second document should not be archived or that the second document should be archived.

10. The non-transitory computer readable medium of claim 7 , the steps further comprising:

receiving a confirmation that the first document should be archived.

11. The non-transitory computer readable medium of claim 10 , wherein the confirmation that the first document should be archived is received in response to providing an indication of the staleness score.

12. The non-transitory computer readable medium of claim 7 , wherein, to generate the staleness score, the machine learning model uses one or more attributes selected from the group consisting of: a creation date of the first document, a last edit date of the first document, a count of unique edits of the first document during a time period, a count of unique editors of the first document during a time period, a count of unique viewers of the first document during a time period, a count of unique non-editor viewers of the first document during a time period, a count of other documents linked from the first document, an average staleness score of documents linked to the first document, a count of documents that link to the first document, and an aggregate staleness score of a folder containing the first document.

13. A system comprising:

a processor;

a non-transitory machine-readable storage medium storing a first library of documents; and

a set of computer-readable instructions provided by the non-transitory machine-readable storage medium, the instructions, if executed by the processor, are configurable to cause the processor to perform operations comprising:

train a machine learning model on the first library of documents to assign staleness scores to the documents, wherein a staleness score indicates a confidence that the document to which it is assigned should be archived;

apply the machine learning model to a first document to generate a first staleness score for the first document;

based upon a determination that the first staleness score is at least equal to a first threshold, identify the first document as a candidate to be archived; and

archive the first document.

14. The system of claim 13 , the processor further configured to:

adjust the machine learning model based upon receiving a confirmation that the first document should be archived.

15. The system of claim 13 , the processor further configured to:

receive an identification of a second document not included in the first library of documents;

apply the machine learning model to the second document to generate a second staleness score for the second document;

based upon a determination that the second staleness score is at least equal to the first threshold, identify the second document as a candidate to be archived;

present, to a user, the second document and an indication that the second document should be archived; and

receive an indication from the user that the second document should not be archived or that the second document should be archived.

16. The system of claim 13 , the processor further configured to:

receiving a confirmation that the first document should be archived.

17. The system of claim 16 , wherein the confirmation that the first document should be archived is received in response to providing an indication of the staleness score.

18. The system of claim 13 , wherein, to generate the staleness score, the machine learning model uses one or more attributes selected from the group consisting of: a creation date of the first document, a last edit date of the first document, a count of unique edits of the first document during a time period, a count of unique editors of the first document during a time period, a count of unique viewers of the first document during a time period, a count of unique non-editor viewers of the first document during a time period, a count of other documents linked from the first document, an average staleness score of documents linked to the first document, a count of documents that link to the first document, and an aggregate staleness score of a folder containing the first document.

Assignments (2)
CHANGE OF NAME Recorded Dec 18, 2024
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 069717/0571 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 25, 2022
From: LACY, ROBERT
To: SALESFORCE.COM, INC.
Reel/Frame 058759/0033 →