IP Library Granted Patent US 11,353,039
Granted Patent B2
US 11,353,039 · App. 16/121,404 · Granted Jun 7, 2022

System and method for handling digital content governance in an organization

Inventors: John Knowles (Slough, GB); John Iball (Bicester, GB); Ovidiu Benea (Isai, RO); Stefania Ropotica (Isai, RO)
Assignee: HYLAND UK OPERATIONS LIMITED
F04D29/382F04D29/388G06F16/353G06F16/93G06F21/10F05D2240/303F05D2240/304G06Q50/184H04L2209/60
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Quick Facts
Patent No.
US 11,353,039
App. No.
16/121,404
Granted
Jun 7, 2022
Kind
B2
Abstract

A system and method for records management and classification of files in a content management system having a server system that stores the files. A system detects when at least one of the files is classified by a user of a client computing system as a classified file, and based on the detecting of the classification of the one or more files, each classified file is removed from the client computing system. The system further detects when at least one of the files is declared as a permanent record by the user of the client computing system, and based on the detecting of the declaration as a permanent record, prevents editing by the client computing system of each file declared as a permanent record.

Claims (28)

1. A computer-implemented method for records management and classification of files in a content management system having a server system that stores the files, the method comprising:

detecting, by an application, when at least one of the files is classified by a user as a classified file;

based on the detecting of the classification of the one or more files, removing, by the application, the classified file from a client computing system;

detecting, by the application, when at least one of the files is declared as a permanent record by the user; and

based on the detecting of the declaration as a permanent record, preventing, by the application, editing by the client computing system of each file declared as a permanent record,

wherein detecting the classification of the one or more files is in response to a synchronization process between the client computing system and a remote server system, different classifications providing for different treatment of classified files based on a classification applied to a specific file.

2. A computer program product for records management and classification of files in a content management system having a server system that stores the files and is configured for registering a client computing system with a synchronization service of the content management system, the computer program product comprising a non-transitory machine-readable medium storing instructions that, when executed by at least one programmable processor, cause the at least one programmable processor to perform operations comprising:

detecting when one or more files stored on the content management system or the client computing system are classified;

in response to a synchronization event to synchronize files stored on the content management system with the client computing system, removing one or more classified files from the client computing system that correspond to a first classification, but maintaining copies of the one or more files removed from the client computing system on the content management system; and

in response to detecting that at least one of the one or more files is declared as a permanent record, preventing editing of the at least one file declared as a permanent record by a user of the client computing system.

3. A computer-implemented system comprising one or more processors and computing instructions that when executed by the one or more processors causes the computer-implemented system to:

monitor one or more files stored on a first computing system responsive to one or more classification events;

in response to determining a first file from among the one or more files is classified according to a first classification, remove a copy of the first file stored on a second computer from the second computer, the second computer being synchronized with the first computer based on a selection of folders to be synchronized between the first computer and the second computer, the folders containing the one or more files;

in response to determining a second file from among the one or more files is classified according to a second classification, prevent editing of a copy of the second file stored on the second computer.

4. The method in accordance with claim 1 , wherein the classification of the one or more files is done by the application on the client computing system remotely from the content management system.

5. The method in accordance with claim 1 , wherein the declaration of the one or more files as a permanent record is done by the application on the client computing system remotely from the content management system.

6. The method in accordance with claim 1 , wherein the one or more files declared as a permanent record are queued by the server system for delivery to the client computing system.

7. The method in accordance with claim 1 , wherein the declaration of at least file as a permanent record is made via an application being executed on a client computing system.

8. The method in accordance with claim 1 , wherein the server system is a cloud-based server system.

9. The method of claim 1 , wherein the removing of the classified file from the client computing system comprises removing a first classified file, in response to determining the first classified file is classified according to a first classification.

10. The computer program product in accordance with claim 2 , wherein the classification of the one or more files is done by an application on the client computing system remotely connected to the content management system.

11. The computer program product in accordance with claim 2 , wherein declaring the at least one file as a permanent record is done by an application on the client computing system remotely connected to the content management system.

12. The computer program product in accordance with claim 2 , wherein one or more files declared as a permanent record are queued by the server system for delivery to the client computing system.

13. The computer program product in accordance with claim 2 , wherein the declaring of a file as a permanent record is made via an application being executed on the client computing system.

14. The computer-implemented system of claim 3 , wherein the first classification is an indication that the first file and the copy of the first file include content associated with restricted access to prevent a user of the second computing system from viewing the content of the first file or the copy of the first file.

15. The computer-implemented system of claim 3 , wherein the second classification is an indication that the second file and the copy of the second file are associated with restricted edit permissions to prevent a user of the second computing system from editing either the second file or a copy of the second file.

16. The method of claim 9 , wherein a second classified file is not removed from the client computing system, in response to determining the second classified file is classified according to a second classification.

17. The method of claim 16 , wherein the first classification is TOP SECRET and the second classification is SECRET.

Assignments (8)
SECURITY INTEREST Recorded Jan 17, 2024
From: HYLAND UK OPERATIONS LIMITED
To: GOLUB CAPITAL MARKETS LLC, AS COLLATERAL AGENT
Reel/Frame 066339/0332 →
RELEASE OF SECURITY INTEREST RECORDED AT REEL/FRAME 055820/0369 Recorded Sep 24, 2023
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT, A BRANCH OF CREDIT SUISSE
To: ALFRESCO SOFTWARE LIMITED (K/N/A HYLAND UK OPERATIONS LIMITED)
Reel/Frame 065018/0057 →
RELEASE OF SECURITY INTEREST RECORDED AT REEL/FRAME 55820/0343 Recorded Sep 21, 2023
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT, A BRANCH OF CREDIT SUISSE
To: ALFRESCO SOFTWARE LIMITED (K/N/A HYLAND UK OPERATIONS LIMITED)
Reel/Frame 064974/0425 →
CHANGE OF NAME Recorded Oct 13, 2021
From: ALFRESCO SOFTWARE LIMITED
To: HYLAND UK OPERATIONS LIMITED
Reel/Frame 057909/0840 →
SECURITY AGREEMENT SUPPLEMENT (SECOND LIEN) Recorded Mar 26, 2021
From: ALFRESCO SOFTWARE LIMITED
To: CREDIT SUISSE
Reel/Frame 055820/0369 →
SECURITY AGREEMENT SUPPLEMENT (FIRST LIEN) Recorded Mar 26, 2021
From: ALFRESCO SOFTWARE LIMITED
To: CREDIT SUISSE
Reel/Frame 055820/0343 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 15, 2021
From: ALFRESCO SOFTWARE, INC.
To: ALFRESCO SOFTWARE LIMITED
Reel/Frame 054935/0642 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 7, 2018
From: KNOWLES, JOHN; IBALL, JOHN; BENEA, OVIDIU; ROPOTICA, STEFANIA
To: ALFRESCO SOFTWARE, INC.
Reel/Frame 047712/0504 →
Continuity (1)
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