# US 10,482,134 B2 · Document management techniques to account for user-specific patterns in document metadata > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 10,482,134 B2 - Document ID: US10482134B2 - Status: Granted - Kind: B2 - Application number: 15/643,612 - Filed: 2017-07-07 - Published: 2017-11-02 - Granted: 2019-11-19 - Earliest claimed: 2007-10-16 - Assignees: JPMorgan Chase Bank, N.A. - Applicants: JPMorgan Chase Bank, N.A. - Inventors: Sih X Lee; Adrian Kunzle - Web page: https://patentgrep.com/patent/US10482134B2 ## CPC - G06F 16/93: Document management systems - G06F 16/2365: {Ensuring data consistency and integrity} - G06F 16/245: Query processing - G06F 16/2457: with adaptation to user needs - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract Document management techniques to account for user-specific patterns in document metadata are disclosed. In one embodiment, a method for facilitating document retrieval may comprise: assigning a first entitlement to a first user for accessing a first plurality of documents; identifying patterns in the first user's creation or modification of metadata related to the first plurality of documents; recording the identified patterns associated with the first user; receiving a document query from a second user who has been assigned a second entitlement to access a second plurality of documents; determining, based on the second entitlement, an access right of the second user with respect to the first plurality of documents; and modifying the document query based on the access right of the second user and the identified patterns, such that the document query returns relevant documents from the first plurality of documents despite the second user's ignorance of the identified patterns. ## Claims ### Claim 1 An electronic document management system (DMS) for accounting for patterns in metadata, the system comprising: a DMS server having at least one computer processor; at least one storage medium storing electronic documents and metadata associated therewith; and at least one of a user interface and a network interface, said DMS server being configured to: identify one or more user-specific naming patterns in metadata created by a first user in connection with a first plurality of electronic documents; record, in said at least one storage medium, said identified one or more user-specific naming patterns in at least one of a naming patterns file (NPF), database, and lookup table; receive a document query from a second user; modify the document query based on the one or more identified user-specific naming patterns; and account for, in said modified document query, at least one of aliases, acronyms and shorthand spellings from the one or more identified user-specific naming patterns, such that the document query returns one or more relevant electronic documents from the first plurality of electronic documents despite the second user's ignorance of the one or more identified user-specific naming patterns. ### Claim 2 (depends on 1) The electronic document management system according to claim 1, further configured to: incorporate additional information in the modified document query based on the one or more identified user-specific naming patterns. ### Claim 3 (depends on 1) The electronic document management system according to claim 1, further configured to: receive the document query from a mobile phone or PDA of the second user. ### Claim 4 (depends on 1) The electronic document management system according to claim 1, further configured to: identify one or more user-specific naming patterns each time the first user creates or modifies document metadata. ### Claim 5 (depends on 1) The electronic document management system according to claim 1, wherein the one or more user-specific naming patterns are identified by processing two or more of the first plurality of electronic documents in a batch. ### Claim 6 (depends on 1) The electronic document management system according to claim 1, wherein the one or more user-specific naming patterns are selected from a group consisting of: one or more consistent choices of text strings or menu items in a single metadata field; one or more combinations of entries in two or more metadata fields; and one or more aliases or acronyms in text entry of any metadata field. ### Claim 7 (depends on 1) The electronic document management system according to claim 1, wherein the one or more user-specific naming patterns are recorded in association with the metadata related to each of the first plurality of electronic documents. ### Claim 8 (depends on 1) The electronic document management system according to claim 1, wherein the one or more user-specific naming patterns are recorded in association with the first user. ### Claim 9 (depends on 1) The electronic document management system according to claim 1, further configured to: retrieve at least one document based on the modified document query. ### Claim 10 A non-transitory computer readable medium having instructions for causing an electronic document management system for accounting for patterns in metadata to: identify one or more user-specific naming patterns in metadata created by a first user in connection with a first plurality of electronic documents; record, in said at least one storage medium, said identified one or more user-specific naming patterns in at least one of a naming patterns file (NPF), database, and lookup table; receive a document query from a second user; modify the document query based on the one or more identified user-specific naming patterns; and account for, in said modified document query, at least one of aliases, acronyms and shorthand spellings from the one or more identified user-specific naming patterns, such that the document query returns one or more relevant electronic documents from the first plurality of electronic documents despite the second user's ignorance of the one or more identified user-specific naming patterns. ### Claim 11 (depends on 10) The non-transitory computer readable medium according to claim 10, further comprising instructions for causing the electronic document management system to: incorporate additional information in the modified document query based on the one or more identified user-specific naming patterns. ### Claim 12 (depends on 10) The non-transitory computer readable medium according to claim 10, further comprising instructions for causing the electronic document management system to: receive the document query from a mobile phone or PDA of the second user. ### Claim 13 (depends on 10) The non-transitory computer readable medium according to claim 10, further comprising instructions for causing the electronic document management system to: identify one or more user-specific naming patterns each time the first user creates or modifies document metadata. ### Claim 14 (depends on 10) The non-transitory computer readable medium according to claim 10, wherein the one or more user-specific naming patterns are identified by processing two or more of the first plurality of electronic documents in a batch. ### Claim 15 (depends on 10) The non-transitory computer readable medium according to claim 10, wherein the one or more user-specific naming patterns are selected from a group consisting of: one or more consistent choices of text strings or menu items in a single metadata field; one or more combinations of entries in two or more metadata fields; and one or more aliases or acronyms in text entry of any metadata field. ### Claim 16 (depends on 10) The non-transitory computer readable medium according to claim 10, wherein the one or more user-specific naming patterns are recorded in association with the metadata related to each of the first plurality of electronic documents. ### Claim 17 (depends on 10) The non-transitory computer readable medium according to claim 10, wherein the one or more user-specific naming patterns are recorded in association with the first user. ### Claim 18 (depends on 10) The non-transitory computer readable medium according to claim 10, further comprising instructions for causing the electronic document management system to: retrieve at least one document based on the modified document query. ### Claim 19 An electronic document management system (DMS) for accounting for patterns in metadata, the system comprising: a DMS server having at least one computer processor; at least one storage medium storing electronic documents and metadata associated therewith; and at least one of a user interface and a network interface, said DMS server being configured to: identify one or more user-specific naming patterns in metadata created by a first user in connection with a first plurality of electronic documents; record, in said at least one storage medium, said identified one or more user-specific naming patterns in at least one of a naming patterns file (NPF), database, and lookup table; receive a document query from a second user; modify the document query based on the one or more identified user-specific naming patterns and at least one of aliases, acronyms and shorthand spellings from the one or more identified user-specific naming patterns such that the document query returns one or more relevant electronic documents from the first plurality of electronic documents despite the second user's ignorance of the one or more identified user-specific naming patterns.