# US 11,030,153 B2 · System and method for storing data with rules on containers for collections of data > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 11,030,153 B2 - Document ID: US11030153B2 - Status: Granted - Kind: B2 - Application number: 16/536,008 - Filed: 2019-08-08 - Published: 2019-11-28 - Granted: 2021-06-08 - Earliest claimed: 2016-08-19 - Applicants: Charles Nicholls - Inventors: Charles Nicholls - Web page: https://patentgrep.com/patent/US11030153B2 ## CPC - G06F 16/164: {File meta data generation} - G06F 16/93: Document management systems - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract System and method are provided for storing data using programmable rules on containers for collections of data items presented through the operating environment. This invention gives a container (folders or enhanced containers) the ability to be more than a straight-forward receptacle to contain a collection of data objects and other sub-containers. The invention provides for when data is added to a container system, collecting information from the data item and any pre-existing metadata, matching the information to a container using the container's rules, and if any matching containers are found, filing of the data item proceeds into any candidate locations. ## Claims ### Claim 1 A computer-implemented method for automatically filing data objects into containers comprising: importing a set of preprogrammed inclusion rules defining which data objects are included in a container and exclusion rules defining what data objects are excluded from a container; correlating the inclusion and exclusion rules to containers in a data system organized by containers; storing records of the inclusion and exclusion rules and the correlated containers in a database; monitoring Operating System events signifying addition of a new data object into the data system; upon addition of a data object into a data system organized by containers: a) collecting pre-existing metadata from the data object; b) extracting key information from content of the data object; c) analyzing the key information by interpreting and classifying content to create enhanced metadata; d) querying the database by performing phrase matching of the pre-existing metadata and enhanced metadata on the inclusion and exclusion rules; e) retrieving a set of containers correlated with matching inclusion and exclusion rules; f) said computer, automatically storing a persistent copy of the data object in any and all matching containers on a data storage. ### Claim 2 (depends on 1) The method of claim 1, wherein if no matching containers are found, one or more new containers are created and automatic storing of a persistent copy of the data object proceeds in the one or more new containers on a data storage. ### Claim 3 (depends on 1) The method of claim 1, further comprising: before automatically storing a persistent copy of the data object in any and all matching containers, requiring a user to approve each matching container. ### Claim 4 (depends on 2) The method of claim 2, further comprising: before automatically storing a persistent copy of the data object in the one or more new containers, requiring a user to approve each matching container. ### Claim 5 (depends on 3) The method of claim 3, wherein if the user does not approve of at least one container, allowing a user to manually store a persistent copy of the data object in a container on a data storage. ### Claim 6 (depends on 4) The method of claim 4, wherein if the user does not approve of at least one new container, allowing a user to manually store a persistent copy of the data object in a container on a data storage. ### Claim 7 (depends on 4) The method of claim 4, wherein if the user does not approve of at least one new container, automatically storing a persistent copy of the data object in a default container on a data storage. ### Claim 8 A computer-implemented method for automatically filing data objects into containers comprising: importing a set of preprogrammed inclusion rules defining which data objects are included in a container and exclusion rules defining what data objects are excluded from a container; correlating the inclusion and exclusion rules to containers in a data system organized by containers; storing records of the inclusion and exclusion rules and the correlated containers in a database; monitoring Operating System events signifying addition of a new data object into the data system; upon addition of a data object into a data system organized by containers: a) collecting pre-existing metadata from the data object; b) extracting key information from content of the data object; c) analyzing the key information by interpreting and classifying content to create enhanced metadata; d) creating an enhanced data object by adding the pre-existing metadata and enhanced metadata as object attributes; e) querying the database by performing phrase matching of the pre-existing metadata and enhanced metadata on the inclusion and exclusion rules; f) retrieving a set of containers correlated with matching inclusion and exclusion rules; g) said computer, automatically storing a persistent copy of the enhanced data object in any and all matching containers on a data storage. ### Claim 9 (depends on 8) The method of claim 8, wherein if no matching containers are found, one or more new containers are created and automatic storing of a persistent copy of the enhanced data object proceeds in the one or more new containers on a data storage. ### Claim 10 (depends on 8) The method of claim 8, further comprising: before automatically storing a persistent copy of the enhanced data object in any and all matching containers, requiring a user to approve each matching container. ### Claim 11 (depends on 9) The method of claim 9, further comprising: before automatically storing a persistent copy of the enhanced data object in the one or more new containers, requiring a user to approve each matching container. ### Claim 12 A system for automatically filing a data object in a container comprising: at least one processor; a database for storing records of inclusion rules defining which data objects are included in a container and exclusion rules defining what data objects are excluded from a container and correlations of the inclusion and exclusion rules containers in a data system organized by containers; the at least one processor configured to perform: monitoring Operating System events signifying addition of a new data object into the data system; upon addition of a data object into a data system organized by containers: a) collecting pre-existing metadata from the data object; b) extracting, by a processor, key information from content of the data object; c) analyzing the key information by interpreting and classifying content to create enhanced metadata; d) querying the database by performing phrase matching of the pre-existing metadata and enhanced metadata on the inclusion and exclusion rules; e) retrieving a set of containers correlated with matching inclusion and exclusion rules; f) automatically storing a persistent copy of the data object in any and all matching containers on a data storage. ### Claim 13 (depends on 12) The system of claim 12, wherein if no matching containers are found, one or more new containers are created and automatic storing of a persistent copy of the data object proceeds in the one or more new containers on a data storage. ### Claim 14 (depends on 12) The system of claim 12, further comprising: before automatically storing a persistent copy of the data object in any and all matching containers, requiring a user to approve each matching container. ### Claim 15 (depends on 13) The system of claim 13, further comprising: before automatically storing a persistent copy of the data object in the one or more new containers, requiring a user to approve each matching container. ### Claim 16 (depends on 14) The system of claim 14, wherein if the user does not approve of at least one container, allowing a user to manually store a persistent copy of the data object in a container on a data storage. ### Claim 17 (depends on 15) The system of claim 15, wherein if the user does not approve of at least one new container, allowing a user to manually store a persistent copy of the data object in a container on a data storage. ### Claim 18 (depends on 15) The system of claim 15, wherein if the user does not approve of at least one new container, automatically storing a persistent copy of the data object in a default container on a data storage.