Systems and methods for organizing and identifying documents via hierarchies and dimensions of tags

Patent metadata

Field	Value
Publication number	US-10698938-B2
Application number	US-201615205942-A
Country	US
Kind code	B2
Filing date	Jul 8, 2016
Priority date	Mar 18, 2016
Publication date	Jun 30, 2020
Grant date	Jun 30, 2020

Abstract

Computer-implemented systems and methods are disclosed to interface with one or more storage devices storing a plurality of documents, wherein each of the plurality of documents is associated with one or more tags of one or more predefined hierarchies of tags, wherein the one or more hierarchies of tags include multiple dimensions. In accordance with some embodiments, a method is provided to identify one or more documents from the data storage devices. The method comprises acquiring, via an interface, a selection of one or more tags of the one or more predefined hierarchies of tags. The method further comprises identifying one or more documents from the data storage devices in response to the selection, the identified one or more documents having tags that have a relationship with the selected tags, and providing data corresponding to the identified documents for displaying in the interface.

First claim

What is claimed:

1. An apparatus interfacing with one or more data storage devices storing a plurality of documents, the apparatus comprising:
a memory device that stores a set of instructions; and
at least one processor capable of executing the set of instructions to:
provide a master ontology to a recipient, wherein the master ontology defines a relationship between artifacts that are associated with the plurality of documents, wherein each artifact is associated with tags, and wherein the relationship between artifacts is based on respective tags associated with the artifacts and a tag hierarchy defining a hierarchical structure of the tags for one or more dimensions;
receive a modified copy of the master ontology from the recipient;
receive an instruction to modify the master ontology with the modified copy of the master ontology;
modify the master ontology based on the modified copy of the master ontology;
determine a modification of a first tag of a first tag type associated with a first artifact in the modified copy of the master ontology;
determine, based on the relationship between artifacts defined by the master ontology, a set of tags of the first tag type; and
modify, in the master ontology, the set of tags of the first tag type based on the modification of the first tag associated with the first artifact in the modified copy of the master ontology.

2. The apparatus of claim 1 , wherein the at least one processor is further capable of executing instructions to:
determine a most recent time that the master ontology was modified;
determine additional recipients provided with the master ontology since the most recent time; and
provide the additional recipients with information associated with the modified master ontology.

3. The apparatus of claim 2 , wherein information associated with the modified master ontology includes the modified master ontology based on the modified copy of the master ontology.

4. The apparatus of claim 1 , wherein one or more tags are altered in response to the modification of the master ontology.

5. The apparatus of claim 4 , wherein the artifacts associated with the altered one or more tags are accessed and altered to reflect the modifications made to the master ontology.

6. The apparatus of claim 1 , wherein the instruction to modify the master ontology is received by a user possessing appropriate permissions.

7. The apparatus of claim 1 , wherein a tag is removed from association with an artifact in response to the modification of the master ontology.

8. The apparatus of claim 1 , wherein the at least one processor is further capable of executing the set of instructions to:
perform a latest modification of the master ontology based on the modified copy of the master ontology;
determine a set of recipients that previously received the master ontology before the latest modification of the master ontology and after a previous-to-latest modification of the master ontology; and
send the set of recipients an alert informing of the latest modification of the master ontology.

9. The apparatus of claim 1 , wherein each tag may be associated with a respective dimension of the one or more dimensions.

10. A method for modifying an ontology, the method comprising:
providing a master ontology to a recipient, wherein the master ontology defines a relationship between artifacts that are associated with a plurality of documents, wherein each artifact may be associated with tags, and wherein the relationship between artifacts is based on respective tags associated with the artifacts and a tag hierarchy defining a hierarchical structure of the tags for one or more dimensions;
receiving a modified copy of the master ontology from the recipient;
receiving an instruction to modify the master ontology with the modified copy of the master ontology;
modifying the master ontology based on the modified copy of the master ontology;
performing a latest modification of the master ontology based on the modified copy of the master ontology;
determining a set of recipients that previously received the master ontology before the latest modification of the master ontology and after a previous-to-latest modification of the master ontology; and
sending the set of recipients an alert informing of the latest modification of the master ontology.

11. The method of claim 10 , further comprising:
determining a most recent time that the master ontology was modified;
determining additional recipients provided with the master ontology since the most recent time; and
providing the additional recipients with information associated with the modified master ontology.

12. The method of claim 11 , wherein information associated with the modified master ontology includes the modified master ontology based on the modified copy of the master ontology.

13. The method of claim 10 , wherein one or more tags are altered in response to the modification of the master ontology.

14. The method of claim 13 , wherein the artifacts associated with the altered one or more tags are accessed and altered to reflect the modifications made to the master ontology.

15. The method of claim 10 , further comprising:
determining a modification of a first tag of a first tag type associated with a first artifact in the modified copy of the master ontology;
determining, based on the relationship between artifacts defined by the master ontology, a set of tags of the first tag type; and
modifying, in the master ontology, the set of tags of the first tag type based on the modification of the first tag associated with the first artifact in the modified copy of the master ontology.

16. The method of claim 10 , wherein the instruction to modify the master ontology is received by a user possessing appropriate permissions.

17. The method of claim 10 , wherein a tag is removed from association with an artifact in response to the modification of the master ontology.

18. A non-transitory computer readable medium that stores a set of instructions that are executable by at least one processor of an electronic device to cause the electronic device to perform a method for modifying an ontology, the method comprising:
providing a master ontology to a recipient, wherein the master ontology defines a relationship between artifacts that are associated with a plurality of documents, wherein each artifact may be associated with tags, and wherein the relationship between artifacts is based on respective tags associated with the artifacts and a tag hierarchy defining a hierarchical structure of the tags for one or more dimensions;
receiving a modified copy of the master ontology from the recipient;
receiving an instruction to modify the master ontology with the modified copy of the master ontology;
modifying the master ontology based on the modified copy of the master ontology;
determining a modification of a first tag of a first tag type associated with a first artifact in the modified copy of the master ontology;
determining, based on the relationship between artifacts defined by the master ontology, a set of tags of the first tag type; and
modifying, in the master ontology, the set of tags of the first tag type based on the modification of the first tag associated with the first artifact in the modified copy of the master ontology.

19. The non-transitory computer readable medium of claim 18 , wherein the set of instructions that are executable by the at least one processor of an electronic device to cause the electronic device to further perform:
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Assignees

• Palantir Technologies Inc

Inventors

• Miracolo Marissa
• Ash Andrew
• Liu Peter
• Mathur Arjun
• Vempati Sri Krishna

Classifications

• G06F16/38 Primary

  Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually · CPC title

• G06F16/367 Primary

  Ontology · CPC title

• G06F16/93 Primary

  Document management systems · CPC title

• G06F21/62

  Protecting access to data via a platform, e.g. using keys or access control rules · CPC title