Granted Patent B2

US 12,645,638 · App. 18/965,516 · Granted Jun 2, 2026

Inventors: Arnav Jagasia (New York, NY); Ashley Meuser (Arlington, VA); Hugo Dobbelaere (Paris, FR); Mihir Patil (Cupertino, CA); Sam Stoll (London, GB); Pieris Christofi (Oxford, GB)

Assignee: Palantir Technologies Inc.

G06F16/125G06F16/162

Abstract

Claims (74)

1 . A computer-implemented method for updating a retention policy for a transaction of a dataset, the computer-implemented method comprising, by one or more hardware processors executing program instructions:

receiving a request to update a first retention policy associated with a first transaction of a plurality of transactions, each of the plurality of transactions comprising one or more data items;

updating the first retention policy based on the request;

storing the updated first retention policy in association with the first transaction;

identifying, in a data source or service, information indicative of any downstream transactions or datasets associated with the first transaction, wherein the information includes an indication of a second transaction;

accessing a second retention policy associated with the second transaction;

updating the second retention policy based at least in part on the updated first retention policy; and

storing the updated second retention policy in association with the second transaction.

2 . The computer-implemented method of claim 1 , wherein identifying, in the data source, information indicative of any downstream transactions or datasets further comprises, by the one or more hardware processors executing program instructions:

querying the data source or service using a unique identifier associated with the first transaction, causing the data source or service to return the information indicative of any downstream transactions or datasets.

3 . The computer-implemented method of claim 1 further comprising, by the one or more hardware processors executing program instructions:

determining the first transaction is upstream from the second transaction.

4 . The computer-implemented method of claim 1 further comprising, by the one or more hardware processors executing program instructions:

accessing a deletion date associated with the first transaction;

calculating an updated deletion date based on the updated first retention policy; and

storing the updated deletion date in association with the first transaction.

5 . The computer-implemented method of claim 1 further comprising, by the one or more hardware processors executing program instructions:

accessing a second deletion date associated with the second transaction;

calculating a second updated deletion date based on the updated second retention policy; and

storing the second updated deletion date in association with the second transaction.

6 . The computer-implemented method of claim 5 further comprising, by the one or more hardware processors executing program instructions:

deleting the second transaction based on the second updated deletion date and/or the updated second retention policy.

7 . The computer-implemented method of claim 5 , wherein a first dataset includes a plurality of transactions, wherein the plurality of transactions includes the first transaction and the second transaction, and wherein each transaction of the plurality of transactions is associated with a retention policy and a calculated deletion date.

8 . The computer-implemented method of claim 7 further comprising, by the one or more hardware processors executing program instructions:

generating data useable for rendering a graphical user interface, the graphical user interface including at least one of:

indications of deletion dates and/or retention policies associated with a plurality of datasets or transactions, or

user input elements for creating or selecting a retention policy to apply to a dataset or transaction.

9 . The computer-implemented method of claim 1 , wherein the first transaction is in a first dataset, wherein the second transaction is in a second dataset, and wherein the first dataset is different from the second dataset.

10 . The computer-implemented method of claim 1 further comprising, by the one or more hardware processors executing program instructions:

calculating a deletion date for the second transaction based on a minimum deletion date associated with the updated second retention policy and the updated first retention policy; and

storing the deletion date in association with the second transaction.

11 . The computer-implemented method of claim 1 , wherein:

the updated first retention policy is at least one of: a time to live policy, or a fixed deletion date policy, and

the updated second retention policy a different one of at least one of: a time to live policy, or a fixed deletion date policy.

12 . The computer-implemented method of claim 1 further comprising, by the one or more hardware processors executing program instructions:

in response to updating the second retention policy:

querying a second data source or service using a unique identifier associated with the second transaction; and

receiving, from the second data source or service, information indicative of any downstream transactions or datasets associated with the second transaction, wherein the information includes an indication of a third transaction, wherein the third transaction was not previously identified as a downstream transaction in the data source or service.

13 . The computer-implemented method of claim 12 further comprising, by the one or more hardware processors executing program instructions:

accessing a third retention policy associated with the third transaction in the second data source or service;

updating the third retention policy based on the updated first retention policy; and

storing the updated third retention policy in association with the third transaction.

14 . The computer-implemented method of claim 1 , wherein the information indicative of any downstream transactions or datasets associated with the first transaction includes an identifier for a first dataset, and wherein the computer-implemented method further comprises, by the one or more hardware processors executing program instructions:

accessing a plurality of retention policies of the first dataset;

updating the plurality of retention policies based at least in part on the updated first retention policy; and

storing each of the updated plurality of retention policies in association with an associated transaction of a plurality of transactions included in the first dataset.

15 . The computer-implemented method of claim 1 further comprising, by the one or more hardware processors executing program instructions:

identifying, in the data source or service, information indicative of any upstream transactions or datasets associated with the first transaction, wherein the information includes an indication of a third transaction; and

accessing a third retention policy associated with the third transaction,

wherein updating the second retention policy is further based at least in part on the third retention policy.

16 . The computer-implemented method of claim 1 further comprising, by the one or more hardware processors executing program instructions:

determining a compatibility between the updated first retention policy and the second retention policy; and

in response to determining the compatibility, severing a connection between the first transaction and the second transaction.

17 . The computer-implemented method of claim 1 , wherein the request to update the first retention policy includes an override policy, and wherein updating the second retention policy includes severing a connection between the first transaction and the second transaction.

18 . The computer-implemented method of claim 1 , wherein the updated second retention policy indicates the second transaction is to be deleted, and wherein the computer-implemented method further comprises, by the one or more hardware processors executing program instructions:

deleting the second transaction.

19 . A system comprising:

one or more computer-readable storage mediums storing program instructions; and

one or more processors configured to execute the program instructions to cause the system to:

receive a request to update a first retention policy associated with a first transaction of a plurality of transactions, each of the plurality of transactions comprising one or more data items;

update the first retention policy based on the request;

storing the updated first retention policy in association with the first transaction;

identify, in a data source or service, information indicative of any downstream transactions or datasets associated with the first transaction, wherein the information includes an indication of a second transaction;

access a second retention policy associated with the second transaction;

update the second retention policy based at least in part on the updated first retention policy; and

store the updated second retention policy in association with the second transaction.

20 . A computer program product comprising one or more computer-readable storage mediums storing program instructions, the program instructions executable by one or more processors to:

receive a request to update a first retention policy associated with a first transaction of a plurality of transactions, each of the plurality of transactions comprising one or more data items;

update the first retention policy based on the request;

storing the updated first retention policy in association with the first transaction;

identify, in a data source or service, information indicative of any downstream transactions or datasets associated with the first transaction, wherein the information includes an indication of a second transaction;

access a second retention policy associated with the second transaction;

update the second retention policy based at least in part on the updated first retention policy; and

store the updated second retention policy in association with the second transaction.

Assignments (1)

Continuity (5)

References Cited (15)