IP Library Granted Patent US 11,809,813
Granted Patent B1
US 11,809,813 · App. 17/935,804 · Granted Nov 7, 2023

Multilayered electronic content management system

Inventors: Zachary Blender (San Francisco, CA); Himanshu Baral (Fremont, CA)
Assignee: Wells Fargo Bank, N.A.
G06F40/166G06F9/542G06F16/93
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Quick Facts
Patent No.
US 11,809,813
App. No.
17/935,804
Granted
Nov 7, 2023
Kind
B1
Abstract

Multilayer electronic content management is provided. A method includes determining a first section and a second section of a document for dynamic content management. The method also includes determining a first trigger event that prompts the dynamic content management on the first section and a second trigger event the prompts the dynamic content management on the second section. The method also includes implementing a first action to the first section based on an occurrence of the first trigger and a first rule, and a second action to the second section based on another occurrence of the second trigger and a second rule. The implementation may include executing a first micro-service within a metadata layer of the electronic document for implementation of the first action and executing a second micro-service within the metadata layer for implementation of the second action.

Claims (37)

1. A system, comprising:

a processor configured to:

identify, via a machine-learning classifier, an association of a trigger condition with a section of an electronic document;

assign a content retention rule to the section based on the trigger condition, the content retention rule being stored in metadata of the electronic document;

invoke a first micro-services component within a metadata layer of the electronic document, the first micro-services component configured to acquire data from outside the electronic document;

identify, by a second micro-services component within the metadata layer of the electronic document, the content retention rule that is stored in the metadata of the electronic document;

evaluate the trigger condition of the content retention rule assigned to the section based on the data acquired from outside the electronic document, the section identified by the metadata of the electronic document; and

modify, by the second micro-services component, the section of the electronic document when the trigger condition is satisfied in accordance with the content retention rule.

2. The system of claim 1 , wherein the processor is further configured to replace the modified section of the electronic document with a new section of the electronic document.

3. The system of claim 2 , wherein the new section of the electronic document is an update of the modified section.

4. The system of claim 1 , wherein the processor is further configured to:

evaluate a security condition of a security rule associated with a second section of the electronic document; and

trigger an action based on the security rule when the security condition is satisfied.

5. The system of claim 4 , wherein the action is to remove or encrypt at least a portion of the second section of the electronic document when the security condition is satisfied.

6. The system of claim 1 , wherein the data acquired from outside the electronic document comprises a current time and the trigger condition of the content retention rule is one or more predetermined times.

7. The system of claim 1 , wherein the data acquired from outside the electronic document is a current location and the trigger condition of the content retention rule is one or more predefined geographic locations.

8. The system of claim 1 , wherein the metadata layer further comprises a log associated with the electronic document.

9. The system of claim 8 , wherein the log tracks a number of times the electronic document has been read.

10. The system of claim 1 , wherein the first micro-services component is further configured to determine one or more of: a current time, a current location, or a current authorization level of a user.

11. A method comprising:

identifying, via a machine-learning classifier, an association of a trigger condition with a section of an electronic document;

assigning a content retention rule to the section based on the trigger condition, the content retention rule being stored in metadata of the electronic document;

invoking a first micro-services component within a metadata layer of the electronic document, the first micro-services component configured to acquire data from outside the electronic document;

identifying, by a second micro-services component within the metadata layer of the electronic document, the content retention rule that is stored in the metadata of the electronic document;

evaluating the trigger condition of the content retention rule assigned to the section based on the data acquired from outside the electronic document, the section identified by the metadata of the electronic document; and

modifying, by the second micro-services component, the section of the electronic document when the trigger condition is satisfied in accordance with the content retention rule.

12. The method of claim 11 , further comprising replacing the modified section of the electronic document with a new section of the electronic document.

13. The method of claim 12 , wherein the new section of the electronic document is an update of the modified section.

14. The method of claim 11 , further comprising:

evaluating a security condition of a security rule associated with a second section of the electronic document; and

triggering an action based on the security rule when the security condition is satisfied.

15. The method of claim 14 , wherein the action is to remove or encrypt at least a portion of the second section of the electronic document when the security condition is satisfied.

16. The method of claim 11 , wherein the data acquired from outside the electronic document comprises a current time and the trigger condition of the content retention rule is one or more predetermined times.

17. The method of claim 11 , wherein the data acquired from outside the electronic document is a current location and the trigger condition of the content retention rule is one or more predefined geographic locations.

18. The method of claim 11 , wherein the metadata layer further comprises a log associated with the electronic document.

19. The method of claim 18 , wherein the log tracks a number of times the electronic document has been read.

20. The method of claim 11 , wherein the first micro-services component is further configured to determine one or more of: a current time, a current location, or a current authorization level of a user.

Assignments (2)
ADDRESS CHANGE Recorded Jun 2, 2025
From: WELLS FARGO BANK, N.A.
To: WELLS FARGO BANK, N.A.
Reel/Frame 071769/0143 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 27, 2022
From: BLENDER, ZACHARY; BARAL, HIMANSHU
To: WELLS FARGO BANK, N.A.
Reel/Frame 061229/0929 →
Continuity (2)
Continuation 17199073 · Mar 11, 2021
Continuation 15288318 · Oct 7, 2016