IP Library › Granted Patent US 12,387,034
Granted Patent B2
US 12,387,034 · App. 18/224,533 · Granted Aug 12, 2025

Systems and methods of document review, modification and permission-based control

Inventors: Andrew Trese (Somerville, MA); Frank Closset (Sint-Truiden, BE); Laurens van den Oever (Vlaardingen, NL)
Assignee: SDL Inc.
G06F40/166G06F16/93G06F16/9577G06F21/60G06F40/197G06F2221/2145
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Quick Facts
Patent No.
US 12,387,034
App. No.
18/224,533
Granted
Aug 12, 2025
Kind
B2
Abstract

Systems, methods, and media for document review, modification and permission-based control are described. An exemplary non-transitory computer-readable storage medium may embody certain instructions, which when executed by at least one processor, perform steps of a method. The method may include receiving a request to review a document, responsive to the request, retrieving the document, the document including source content in an extensible markup language format, the document having a read-only access file permission, converting the document to read-write access file permission such that the source content is modifiable, receiving a modification of the source content of the document, incorporating the modification of the source content into the document to create a modified document, and automatically providing the modified document in a displayable format via the web-based interface.

Claims (56)

1. A method, comprising:

receiving, via a web-based interface, a request to review a document;

responsive to the request, retrieving the document from a storage media of a cloud-based computing environment, the document having a read-only access file permission;

converting the document to read-write access file permission such that a source content of the document is modifiable while maintaining extensible markup language format integrity;

generating individualized document review templates that provide different subsets of review functionalities based upon detected technical sophistication levels of document reviewers;

receiving, via a web-based extensible markup language editor that provides word processing functionality without exposing extensible markup language formatting, two or more modifications of the source content of the document from two or more users;

validating the two or more modifications by applying extensible markup language schemas to ensure schema conformity while maintaining document format consistency;

incorporating the two or more modifications of the source content into the document to create a modified document upon receiving a threshold level of consensus from authorized document reviewers;

creating a navigation aid that visually portrays iterations of the document from the two or more modifications that are listed in chronological order with a glyph between dates of the two or more modifications, each modification is displayed in a different color corresponding to different document reviewers;

providing the modified document such that a document reviewer may immediately or instantaneously review the two or more modifications of the source content being incorporated into the document; and

automatically converting the modified document back to read-only file access permission while maintaining the extensible markup language format integrity.

2. The method of claim 1 , wherein validating the two or more modifications comprises:

generating a warning that is displayed to document reviewers when modifications do not conform to the extensible markup language schemas; and preventing incorporation of non-conforming modifications into the document.

3. The method of claim 1 , wherein the individualized document review templates comprise: a simplified interface resembling a word processing program for reviewers with limited technical knowledge; and a technical interface allowing direct interaction with underlying source code for technically sophisticated reviewers.

4. The method of claim 1 , further comprising: tracking reviewer behavior to determine: documents receiving highest numbers of modifications; types of modifications being made; and modification patterns across different reviewer communities.

5. The method of claim 1 , further comprising generating a real-time visual overlay by: associating each modification with reviewer identification information; and enabling direct contact with reviewers by selecting associated modifications.

6. The method of claim 1 , further comprising: gathering web analytics from client devices that access the web-based interface; and evaluating the web analytics to determine demographics and interests of document reviewers.

7. A method for secure collaborative document review within a cloud-based computing environment, the method comprising:

establishing secure communication channels between multiple client nodes and a centralized review platform;

receiving, via the secure communication channels, requests from client nodes to review a document;

retrieving the document from an authoring platform, the document having read-only file access permission;

automatically converting the document to read-write access file permission while preserving extensible markup language formatting;

generating role-based review interfaces that provide different levels of document access based on reviewer credentials;

receiving concurrent modifications from multiple client nodes through role-appropriate interfaces;

maintaining modification integrity by:

tracking each modification's source and timestamp;

validating schema compliance for each modification;

displaying concurrent modifications with visual differentiation; and

preventing conflicting modifications through real-time conflict detection;

creating an auditable modification history that chronicles all changes with reviewer attribution; and

securing a modified document by restoring read-only file access permission.

8. The method of claim 7 , wherein each of the role-based review interfaces comprise: interfaces for marketing professionals that resemble word processing programs; and technical interfaces for computer programmers that expose underlying source code.

9. The method of claim 7 , further comprising: tracking status of modifications and critiques to determine outstanding document issues; and generating statistical reports of opened, closed, and reviewed issues within specified time periods.

10. The method of claim 7 , wherein maintaining modification integrity further comprises: enabling document reviewers to close individual comment threads; and monitoring response times to commentary and critiques.

11. The method of claim 7 , further comprising: enabling document authors to specify review period durations; and controlling reviewer access based on specified review periods.

12. The method of claim 7 , wherein the role-appropriate interfaces are determined by department designation and document review project stage.

13. A system for secure collaborative document review, comprising:

a cloud-based computing environment including distributed storage media maintaining documents with read-only file access permission;

an authoring platform managing document access permissions; and

a review platform comprising:

a security module that authenticates document reviewers and manages role-based access;

a display module that:

retrieves documents while preserving format integrity;

converts documents between read-only and read-write permissions; and

generates role-specific review interfaces;

a collaborative review module comprising:

a schema-aware extensible markup language (XML) editor that: enables concurrent modifications from multiple reviewers; validates modifications against XML schemas in real-time; prevents schema-breaking modifications; and maintains document format integrity; and

a visual differentiation engine that: displays concurrent modifications with reviewer-specific highlighting; tracks modification sources and timestamps; and prevents conflicting modifications; and

a validation module that: enforces modification consensus requirements; maintains an auditable modification history; and ensures secure permission restoration.

14. The system of claim 13 , wherein the collaborative review module further: enables the document reviewers to search for documents using personalized filtering criteria; and provides graphic and media-rich navigation aids.

15. The system of claim 13 , wherein the visual differentiation engine: displays tentative changes in visually distinctive formats until approved; maintains modification tracking through review iterations; and preserves original document content during review.

16. The system of claim 13 , wherein the validation module: evaluates modifications against extensible markup language schema definitions; rejects non-conforming modifications; and generates warnings for schema violations.

17. The system of claim 13 , wherein the security module: manages review privileges based on department designation; controls access during different review stages; and authenticates reviewer credentials before granting document access.

18. The system of claim 13 , wherein the display module: renders documents in browser-compatible formats; preserves document formatting across multiple viewing platforms; and provides real-time display updates when modifications are made.

19. The system of claim 13 , wherein the schema-aware XML editor: functions similarly to commonly used word processing applications; shields reviewers from underlying XML complexity; and maintains consistent document formatting for publishing.

20. The system of claim 13 , wherein the review platform further comprises: an analytics module that: tracks reviewer behavior patterns; generates modification statistics; and provides insight into document quality based on modification volumes and types.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 21, 2023
From: TRESE, ANDREW; CLOSSET, FRANK; VAN DEN OEVER, LAURENS
To: SDL INC.
Reel/Frame 064343/0620 →
Continuity (5)
Continuation 17584217 · Jan 25, 2022
Continuation 16737892 · Jan 8, 2020
Continuation 15938288 · Mar 28, 2018
Continuation 13217122 · Aug 24, 2011
Related Publication 20230359809A1 · Nov 9, 2023
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