IP Library Granted Patent US 8,131,762
Granted Patent B2
US 8,131,762 · App. 13/086,823 · Granted Mar 6, 2012

Method and system for metadata-driven document management and access control

Assignee: Palo Alto Research Center Incorporated
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Quick Facts
Patent No.
US 8,131,762
App. No.
13/086,823
Granted
Mar 6, 2012
Kind
B2
Abstract

A system is provided to facilitate tag-based organization of documents. During operation, the system receives an original user query. The system extends the query to include documents with an IN-tag and exclude documents with an OUT-tag. The system then performs a search based on the extended query to indicate a collection of documents which satisfy the extended query. The system further allows a user to add a document to the collection of documents or remove a document from the collection of documents. Next, the system modifies a tagging property of the document.

Claims (43)

1. A method for facilitating tag-based document access control, the method comprising:

providing at a computer system a user interface to allow a recipient of a document to create an access-control tag that specifies an access-control scheme for a part of the document, wherein the access-control tag comprises:

a condition part that specifies the conditions for enforcing access control policies, and

a policy part that specifies the access control policies to be enforced and specifies the part of the document over which the access control policies are applied; and

applying the access-control scheme at the computer system to the part of the document based on the access-control tag, wherein applying the access-control scheme involves:

issuing a warning in response to receiving a command from the recipient of the document that conflicts with the access-control scheme; and

allowing the recipient of the document to remove the access-control tag.

2. The method of claim 1 , wherein the access-control tag specifies one or more of:

a time at which the access-control scheme is activated or deactivated; and

a period of time during which the access-control scheme is effective.

3. The method of claim 1 ,

wherein the access-control tag specifies an event upon the occurrence of which the access-control scheme is activated or deactivated.

4. The method of claim 1 ,

wherein the access-control scheme specifies one or more users or user groups to whom access to the part of the document is denied or allowed.

5. A non-transitory computer-readable storage medium storing instructions that when executed by a computer cause the computer to perform a method for facilitating tag-based document access control, the method comprising:

providing at a computer system a user interface to allow a recipient of a document to create an access-control tag that specifies an access-control scheme for a part of the document, wherein the access-control tag comprises:

a condition part that specifies the conditions for enforcing access control policies, and

a policy part that specifies the access control policies to be enforced and specifies the part of the document over which the access control policies are applied; and

applying the access-control scheme at the computer system to the part of the document based on the access-control tag, wherein applying the access-control scheme involves:

issuing a warning in response to receiving a command from the recipient of the document that conflicts with the access-control scheme; and

allowing the recipient of the document to remove the access-control tag.

6. The storage medium of claim 5 , wherein the access-control tag specifies one or more of:

a time at which the access-control scheme is activated or deactivated; and

a period of time during which the access-control scheme is effective.

7. The storage medium of claim 5 ,

wherein the access-control tag specifies an event upon the occurrence of which the access-control scheme is activated or deactivated.

8. The storage medium of claim 5 ,

wherein the access-control scheme specifies one or more users or user groups to whom access to the part of the document is denied or allowed.

9. A system for facilitating tag-based document access control, the method comprising:

a processor;

a user interface configured to allow a recipient of a document to create an access-control tag that specifies an access-control scheme for a part of the document, wherein the access-control tag comprises:

a condition part that specifies the conditions for enforcing access control policies, and

a policy part that specifies the access control policies to be enforced and specifies the part of the document over which the access control policies are applied; and

an access-control mechanism configured to apply the access-control scheme at the computer system to the part of the document based on the access-control tag, wherein, while applying the access-control scheme, the access-control mechanism is configured to:

issue a warning in response to receiving a command from the recipient of the document that conflicts with the access-control scheme; and

allow the recipient of the document to remove the access-control tag.

10. The system of claim 9 , wherein the access-control tag specifies one or more of:

a time at which the access-control scheme is activated or deactivated; and

a period of time during which the access-control scheme is effective.

11. The system of claim 9 ,

wherein the access-control tag specifies an event upon the occurrence of which the access-control scheme is activated or deactivated.

12. The system of claim 9 ,

wherein the access-control scheme specifies one or more users or user groups to whom access to the part of the document is denied or allowed.

Assignments (8)
SECOND LIEN NOTES PATENT SECURITY AGREEMENT Recorded Jul 2, 2025
From: XEROX CORPORATION
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 071785/0550 →
FIRST LIEN NOTES PATENT SECURITY AGREEMENT Recorded Apr 11, 2025
From: XEROX CORPORATION
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 070824/0001 →
SECURITY INTEREST Recorded Feb 13, 2024
From: XEROX CORPORATION
To: CITIBANK, N.A., AS COLLATERAL AGENT
Reel/Frame 066741/0001 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS RECORDED AT RF 064760/0389 Recorded Feb 13, 2024
From: CITIBANK, N.A., AS COLLATERAL AGENT
To: XEROX CORPORATION
Reel/Frame 068261/0001 →
SECURITY INTEREST Recorded Nov 20, 2023
From: XEROX CORPORATION
To: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
Reel/Frame 065628/0019 →
CORRECTIVE ASSIGNMENT TO CORRECT THE REMOVAL OF US PATENTS 9356603, 10026651, 10626048 AND INCLUSION OF US PATENT 7167871 PREVIOUSLY RECORDED ON REEL 064038 FRAME 0001. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Jun 28, 2023
From: PALO ALTO RESEARCH CENTER INCORPORATED
To: XEROX CORPORATION
Reel/Frame 064161/0001 →
SECURITY INTEREST Recorded Jun 22, 2023
From: XEROX CORPORATION
To: CITIBANK, N.A., AS COLLATERAL AGENT
Reel/Frame 064760/0389 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 20, 2023
From: PALO ALTO RESEARCH CENTER INCORPORATED
To: XEROX CORPORATION
Reel/Frame 064038/0001 →
Continuity (2)
Continuation 11803913 · May 15, 2007
Related Publication 20110196896A1 · Aug 11, 2011