IP Library Granted Patent US 10,496,604
Granted Patent B2
US 10,496,604 · App. 13/733,418 · Granted Dec 3, 2019

System and method for providing and/or obtaining electronic documents

Inventors: Gregory J. Boss (American Fork, UT); Karyn T. Corneli (Austin, TX); Brian D. Goodman (Norwalk, CT); Rick A. Hamilton, II (Charlottesville, VA)
Assignee: INTERNATIONAL BUSINESS MACHINES CORPORATION
G06F16/16G06F16/148G06F16/335H04L51/14H04L51/26
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 10,496,604
App. No.
13/733,418
Granted
Dec 3, 2019
Kind
B2
Abstract

A system and method including filtering electronic data on a transaction per transaction basis and replicating the filtered electronic data in response to a request to obtain electronic data on the transaction per transaction basis. The system and method further include providing the filtered replicated electronic data for viewing.

Claims (53)

1. A method comprising:

storing electronic data in a server;

receiving a request to obtain a subset of the electronic data;

filtering the electronic data on a transaction per transaction basis based on characteristics of the electronic data;

automatically determining a replication priority based on a user's calendar events by determining a current time and looking up the user's calendar events within a predetermined upcoming period of time and further based on a usage frequency corresponding to each of a plurality of queries used by the user;

in response to the request to obtain electronic data, automatically replicating the filtered electronic data on the transaction per transaction basis using the automatically determined replication priority based upon the user's calendar events within the predetermined upcoming period of time and the usage frequency corresponding to each of the plurality of queries used by the user; and

providing the filtered replicated electronic data over a network for viewing of the filtered replicated electronic data.

2. The method of claim 1 , wherein the providing step comprises displaying a number of results associated with the replicated electronic data for sampling and further refinement.

3. The method of claim 1 , wherein the filtered replicated electronic data has matching criteria to at least learned information and one or more defined rules, the learned information is learned from types of queries a user performs, and the one or more rules includes replicating based on at least one of files with attachments, search criteria, usage patterns, device defined rules, and shared rules.

4. The method of claim 3 , further comprising providing a graphical user interface (GUI) to input the one or more defined rules for filtering the electronic data.

5. The method of claim 4 , wherein the GUI restricts replication based on at least one of data properties, advanced search criteria and data sampling.

6. The method of claim 4 , wherein the GUI includes processing rules used to build a query and provides options including at least one of replicate email from, replicate email tagged as, replicate based on profile, and replicate based on size.

7. The method of claim 1 , further comprising replicating the electronic data based on at least one of calendar events, sender or receiving profiles and usage patterns.

8. The method of claim 1 , further comprising:

modifying a given replication transaction, wherein the modifying comprises at least one of:

identifying a sub-set replication query through at least one of basic terms defined by a data format, an advanced query based on free text matching against known fields in the data format, and a likeness system;

previewing results by identifying a sub-set replication query;

executing a sub-set replication query based on previous queries;

automatically defining or identifying previous queries based on device profile; and

defining and storing in a portable structured markup supporting sharing queries.

9. The method of claim 1 , wherein the steps of claim 1 are provided on a subscription, advertising, and/or fee basis.

10. The method of claim 1 , wherein the steps of claim 1 are provided by a service provider that creates, maintains, and supports a computer infrastructure that performs the steps of claim 1 .

11. The method of claim 1 , further comprising receiving payment from customer(s) under a subscription and/or fee agreement.

12. A computer program product comprising a computer readable hardware storage device having readable program code embodied in the storage device, the computer program product including instructions which, when executed by a computing device, causes the computer to perform the steps of:

storing electronic data in a server;

receiving a request to obtain a subset of the electronic data;

filtering the electronic data on a transaction per transaction basis based on characteristics of the electronic data;

automatically determining a replication priority performing pattern analysis based on a user's calendar events by determining a current time and looking up the user's calendar events within a predetermined upcoming period of time and further based on a usage frequency corresponding to each of a plurality of queries used by the user;

in response to the request to obtain electronic data, automatically replicating the filtered electronic data on the transaction per transaction basis using the automatically determined replication priority based upon the user's calendar events within the predetermined upcoming period of time and the usage frequency corresponding to each of a plurality of queries used by the user; and

providing the filtered replicated electronic data over a network for viewing of the filtered replicated electronic data.

13. The computer program product of claim 12 , wherein the filtered replicated electronic data has matching criteria to at least learned information and one or more defined rules, the learned information is learned from types of queries a user performs, and the one or more rules includes replicating based on at least one of files with attachments, search criteria, usage patterns, device defined rules, and shared rules.

14. The computer program product of claim 13 , wherein the at least one component is further operable to provide a graphical user interface (GUI) to input the one or more defined rules for filtering the electronic data.

15. The computer program product of claim 14 , wherein the GUI restricts replication based on at least one of data properties, advanced search criteria and data sampling.

16. The computer program product of claim 14 , wherein the GUI includes processing rules used to build a query and provides options including at least one of replicate email from, replicate email tagged as, replicate based on profile, and replicate based on size.

17. A method implemented in a computer infrastructure having computer executable code tangibly embodied on a computer readable storage medium having programming instructions operable for:

storing electronic data in a server;

receiving a request to obtain a subset of the electronic data;

filtering the electronic data on a transaction per transaction basis based on characteristics of the electronic data;

automatically determining a replication priority based on a user's calendar events by determining a current time and looking up the user's calendar events within a predetermined upcoming period of time and further based on a usage frequency corresponding to each of a plurality of queries used by the user;

in response to the request to obtain electronic data, automatically replicating the filtered electronic data on the transaction per transaction basis using the automatically determined replication priority based upon the user's calendar events within the predetermined upcoming period of time and the usage frequency corresponding to each of a plurality of queries used by the user; and

providing the filtered replicated electronic data over a network for viewing of the filtered replicated electronic data,

wherein the filtered replicated electronic data has matching criteria to at least one or more defined rules, and the one or more rules includes replicating based on at least one of files with attachments, search criteria, the usage frequency corresponding to each of the plurality of queries used by the user, device defined rules, and shared rules,

wherein the programming instructions are further operable to provide a graphical user interface (GUI) to input the one or more defined rules for filtering the electronic data,

wherein the GUI restricts replication based on at least one of data properties, advanced search criteria and data sampling, and

wherein the GUI includes processing rules used to build a query and provides options including at least one of replicate email from, replicate email tagged as, replicate based on profile, and replicate based on size,

and further comprising:

modifying a given replication transaction, wherein the modifying comprises at least one of:

identifying a sub-set replication query through at least one of basic terms defined by a data format, an advanced query based on free text matching against known fields in the data format, and a likeness system;

previewing results by identifying a sub-set replication query;

executing a sub-set replication query based on previous queries;

automatically defining or identifying previous queries based on device profile; and

defining and storing in a portable structured markup supporting sharing queries.

18. The method of claim 17 , wherein the pattern analysis is performed by an artificial intelligence agent provided in the server, and wherein at least one of the one or more rules are defined by a rule based filtering mechanism provided in the server.

Assignments (5)
SECURITY INTEREST Recorded Mar 28, 2025
From: AVALARA, INC.; EDISON VAULT, LLC
To: MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
Reel/Frame 070671/0097 →
RELEASE OF SECURITY INTEREST Recorded Mar 28, 2025
From: BLUE OWL CREDIT INCOME CORP (F/K/A OWL ROCK CORE INCOME CORP.), AS COLLATERAL AGENT
To: AVALARA, INC.; EDISON VAULT, LLC
Reel/Frame 070671/0486 →
SECURITY INTEREST Recorded Oct 20, 2022
From: AVALARA, INC.; EDISON VAULT, LLC
To: OWL ROCK CORE INCOME CORP., AS COLLATERAL AGENT
Reel/Frame 061728/0201 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 2, 2021
From: INTERNATIONAL BUSINESS MACHINES CORPORATION
To: EDISON VAULT, LLC
Reel/Frame 057059/0956 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 3, 2013
From: BOSS, GREGORY J.; CORNELI, KARYN T.; GOODMAN, BRIAN D.; HAMILTON, RICK A., II
To: INTERNATIONAL BUSINESS MACHINES CORPORATION
Reel/Frame 029561/0895 →
Continuity (2)
Division 11427668 · Jun 29, 2006
Related Publication 20130124543A1 · May 16, 2013