IP Library › Granted Patent US 12,455,853
Granted Patent B2
US 12,455,853 · App. 17/879,717 · Granted Oct 28, 2025

Shared item file retention

Inventors: Kristian Elsebø (Tromsø, NO); Vegar Johan Pettersen (Tromsø, NO); Børge Lanes (Tromsø, NO); Audun Østrem Nordal (Tromsø, NO); Håkon Bergland Brugård (Tromsø, NO)
Assignee: Microsoft Technology Licensing, LLC
G06F16/125G06F16/173G06F21/6218
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Quick Facts
Patent No.
US 12,455,853
App. No.
17/879,717
Granted
Oct 28, 2025
Kind
B2
Abstract

The disclosed technology is generally directed to the retention of online files. An indication that a communication from a first user to a second user includes a reference to an online document is received. Responsive to the indication, via a first processor, a first request for metadata associated with the online document is sent. The first request is based on permissions associated with the second user. A signal is communicated to a second processor such that: if the first request is granted the signal includes the metadata, else the signal includes the reference to the first online document. Via the second processor, responsive to determining that the signal does not include the metadata, a second request for the metadata is made such that the second request has elevated permissions relative to the first request. Via the second processor, the online document is caused to be marked for retention.

Claims (45)

1. An apparatus, comprising:

a device including at least one memory having processor-executable code stored therein, and at least one processor that is adapted to execute the processor-executable code, wherein the processor-executable code includes processor-executable instructions that, in response to execution, enable the device to perform actions, including:

receiving a first signal including information that is associated with a first online document referenced in a communication from a first user to a second user, wherein:

the first signal includes a first indication as to whether the second user has permission to access the first online document,

metadata associated with the first online document if the second user has the permission to access the first online document, and

a reference to the first online document if the second user lacks the permission to access the first online document;

responsive to receiving the first signal, determining, based on the first indication, whether the second user has the permission to access the first online document;

responsive to determining that the second user lacks the permission to access the first online document, making a request for the metadata from an online document manager, wherein the online document manager has an elevated permission level to obtain the metadata relative to the second user;

receiving the metadata by the online document manager, regardless of whether the second user has the permission to access the first online document; and

causing the first online document to be marked for retention responsive to the metadata.

2. The apparatus of claim 1 , the actions further including, responsive to the request for the metadata being granted, creating a shallow representation of the first online document.

3. The apparatus of claim 1 , wherein the first online document is a document that is associated with at least one of: a word-processing program, a spreadsheet program, a presentation program, a note-taking program, a database management program, an electronic form program, an online calendar, an email program, a chat program, an instant messaging program, or a social network program.

4. The apparatus of claim 1 , wherein the communication from the first user to the second user that includes the reference is at least one of an email, a chat message, an instant message, a social network message, or a calendar event.

5. The apparatus of claim 1 , wherein the reference to the first online document includes at least one of an attachment of the first online document, a uniform resource locator link to the first online document, a file path to the first online document, a unique identifier of the first online document, or a hash of the first online document.

6. The apparatus of claim 1 , wherein the online document manager is a multi-tenant online storage service.

7. A processor-readable storage medium, having stored thereon processor-executable code that, upon execution by at least one processor, enables actions, comprising:

responsive to receiving a first signal, determining whether a receiving user has permission to access a first online document, wherein:

the first signal includes information that is associated with the first online document,

a communication from a sending user to the receiving user includes a sharing gesture that includes a reference to the first online document,

the first signal includes metadata associated with the first online document if the receiving user has the permission to access the first online document, and

the first signal includes the reference to the first online document if the receiving user lacks the permission to access the first online document;

responsive to determining that the receiving user lacks the permission to access the first online document, making a request for the metadata from an online document manager wherein the online document manager has an elevated permission level to obtain the metadata relative to the receiving user;

receiving the metadata by the online document manager regardless of whether the receiving user has the permission to access the first online document; and

causing the first online document to be marked for retention responsive to the metadata.

8. The processor-readable storage medium of claim 7 , the actions further comprising, responsive to the request for the metadata being granted, creating a shallow representation of the first online document.

9. The processor-readable storage medium of claim 7 , wherein the first online document is a document that is associated with at least one of: a word-processing program, a spreadsheet program, a presentation program, a note-taking program, a database management program, an electronic form program, an online calendar, an email program, a chat program, an instant messaging program, or a social network program.

10. The processor-readable storage medium of claim 7 , wherein the communication from the sending user to the receiving user that includes the reference is at least one of an email, a chat message, an instant message, a social network message, or a calendar event.

11. The processor-readable storage medium of claim 7 , wherein the reference to the first online document includes at least one of an attachment of the first online document, a uniform resource locator link to the first online document, a file path to the first online document, a unique identifier of the first online document, or a hash of the first online document.

12. The processor-readable storage medium of claim 7 , wherein the request is made to a multi-tenant online storage service.

13. A method comprising:

receiving a first signal including information that is associated with a first online document referenced in a communication from a first user to a second user, wherein:

the first signal includes a first indication as to whether the second user has permission to access the first online document,

metadata associated with the first online document if the second user has the permission to access the first online document, and

a reference to the first online document if the second user lacks the permission to access the first online document;

responsive to receiving the first signal, determining, based on the first indication, whether the second user has the permission to access the first online document;

responsive to determining that the second user lacks the permission to access the first online document, making a request for the metadata from an online document manager, wherein the online document manager has an elevated permission level to obtain the metadata relative to the second user;

receiving the metadata by the online document manager, regardless of whether the second user has the permission to access the first online document; and

causing the first online document to be marked for retention responsive to the metadata.

14. The method of claim 13 , the method further comprising, responsive to the request being granted, creating a shallow representation of the first online document.

15. The method of claim 13 , wherein the first online document is a document that is associated with at least one of: a word-processing program, a spreadsheet program, a presentation program, a note-taking program, a database management program, an electronic form program, an online calendar, an email program, a chat program, an instant messaging program, or a social network program.

16. The method of claim 13 , wherein the communication from the first user to the second user that includes the reference is at least one of an email, a chat message, an instant message, a social network message, or a calendar event.

17. The method of claim 13 , wherein the reference to the first online document includes at least one of an attachment of the first online document, a uniform resource locator link to the first online document, a file path to the first online document, a unique identifier of the first online document, or a hash of the first online document.

18. The method of claim 13 , wherein the online document manager is a multi-tenant online storage service.

19. The method of claim 13 , further comprising using pattern matching techniques to identify references to documents in the communication, wherein the documents include the first online document.

20. The method of claim 19 , wherein the pattern matching techniques include fuzzy matching.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 5, 2022
From: BRUGÅRD, HÅKON BERGLAND
To: MICROSOFT TECHNOLOGY LICENSING, LLC
Reel/Frame 060737/0518 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 3, 2022
From: ELSEBØ, KRISTIAN; PETTERSEN, VEGAR JOHAN; LANES, BØRGE; NORDAL, AUDUN ØSTREM
To: MICROSOFT TECHNOLOGY LICENSING, LLC
Reel/Frame 060702/0821 →
Continuity (2)
Provisional Application 63323023 · Mar 23, 2022
Related Publication 20230305997A1 · Sep 28, 2023
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