# US 12,118,023 B2 · Systems for securely searching textual content across multiple documents in various repositories

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- Number: US 12,118,023 B2
- Document ID: US12118023B2
- Status: Granted
- Kind: B2
- Application number: 18/463,886
- Filed: 2023-09-08
- Published: 2024-03-21
- Granted: 2024-10-15
- Earliest claimed: 2022-09-15
- Assignees: Rocket Software Technologies, Inc.
- Applicants: Rocket Software Technologies, Inc.
- Inventors: Yan Bregman; Maxim Sorkin; Bobby Kumar; Chris Malunowicz
- Web page: https://patentgrep.com/patent/US12118023B2

## CPC

- G06F 16/3326: {using relevance feedback from the user, e.g. relevance feedback on documents, documents sets, document terms or passages}
- G06F 16/338: Presentation of query results
- G06F 16/38: Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually
- G06F 21/6245: {Protecting personal data, e.g. for financial or medical purposes}
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

According to various embodiments a device may provide an interactive searching interface for securely searching of textual content across a plurality of documents stored in a plurality of repositories comprising heterogenous data, the securely searching of the textual content comprising using a flexible search criteria and enforcing user access privileges to the plurality of documents A device may use unified searching, using a unified search criteria definition, the plurality of repositories in response to the feedback from the user, the unified searching being interactive, iterative, and using a unified index resulting in faster query response times than the metadata searching the plurality of repositories.

## Claims

### Claim 1

A method comprising:
providing an interactive searching interface for securely searching of textual content across a plurality of documents stored in a plurality of repositories comprising heterogenous data, the securely searching of the textual content comprising using a flexible search criteria and enforcing user access privileges to the plurality of documents;
receiving a search request using the interactive searching interface from a user, the search request comprising the flexible search criteria;
metadata searching the plurality of repositories using the flexible search criteria, the metadata searching the plurality of repositories using the flexible search criteria for providing result documents;
context searching the result documents, the context searching providing results pages of the result documents;
integrating the metadata searching the plurality of repositories with the context searching the result documents into a unified search criteria definition;
providing the results pages of the result documents to the user using the interactive searching interface, the providing the results pages of the result documents enforcing the user access privileges to the plurality of documents;
receiving feedback from the user in response to the providing the results pages of the result documents to the user using the interactive searching interface; and
unified searching, using the unified search criteria definition, the plurality of repositories in response to the feedback from the user, the unified searching being interactive, iterative, and using a unified index resulting in faster query response times than the metadata searching the plurality of repositories, the unified searching further using an aggregation layer, the aggregation layer using an application programming interface for aggregating data of the plurality of repositories for federation of the plurality of repositories by allowing the unified searching of heterogenous repositories without migrating or having multiple versions of content of the plurality of repositories.

### Claim 2 (depends on 1)

The method as recited in claim 1, wherein the providing the results pages of the result documents to the user using the interactive searching interface comprises displaying the results pages of the result documents in the interactive searching interface, the results pages being highlighted.

### Claim 3 (depends on 1)

The method as recited in claim 1, wherein the providing the results pages of the result documents to the user comprises exporting the results pages of the result documents in a table format.

### Claim 4 (depends on 1)

The method as recited in claim 1, the enforcing user access privileges to the plurality of documents comprises redacting personal information from the results pages of the result documents based on access privileges of the user.

### Claim 5 (depends on 1)

The method as recited in claim 1, wherein the access privileges of the user comprising hierarchical user access privileges.

### Claim 6 (depends on 1)

The method as recited in claim 1, the enforcing user access privileges to the plurality of documents comprises un-redacting personal information from the results pages of the result documents based on access privileges of the user.

### Claim 7 (depends on 1)

The method as recited in claim 1, wherein the aggregation layer comprises an aggregation switch allowing multiple network connections to be bundled together into a single link enabling increased bandwidth and increased network performance.

### Claim 8 (depends on 1)

The method as recited in claim 1, wherein the plurality of documents comprise a plurality of document formats, the plurality of document formats comprising, advanced function presentation (AFP), portable document format (PDF), printer command language (PCL), and text (TXT).

### Claim 9 (depends on 1)

The method as recited in claim 1, wherein the flexible search criteria comprises a varying search scope, the varying search comprising a single page search result or multiple document folders.

### Claim 10 (depends on 1)

The method as recited in claim 1,
wherein the securely searching of the textual content comprises text filtering, the text filtering comprising page location of matching text; and
wherein the providing the results pages of the result documents to the user using the interactive searching interface comprises highlighting the page location of matching text in the result documents.

### Claim 11 (depends on 1)

The method as recited in claim 1, further comprising:
saving the unified search criteria definition to a single unified index; and
using the single unified index for the unified searching.

### Claim 12 (depends on 11)

The method as recited in claim 11, wherein the single unified index comprises content from the plurality of repositories.

### Claim 13 (depends on 1)

The method as recited in claim 1, wherein the unified searching comprises a two-level text search in a single search, the two-level text search comprising a first search result comprising filtered pages that match a specified text pattern and a second search result, the second search result being text search results of the filtered pages.

### Claim 14 (depends on 13)

The method as recited in claim 13, further comprising integrating the first search result and the second search result into a single search result.

### Claim 15 (depends on 1)

The method as recited in claim 1, wherein the heterogenous data comprises different data types and different data formats.

### Claim 16 (depends on 1)

The method as recited in claim 1, wherein the providing the results pages of the result documents enables the user to cancel a search in real-time.

### Claim 17 (depends on 1)

The method as recited in claim 1, wherein the providing the results pages of the result documents to the user using the interactive searching interface comprises results being presented asynchronous in real-time.

### Claim 18

A system, comprising:
one or more hardware processors configured by machine-readable instructions to perform the following operations:
providing an interactive searching interface for securely searching of textual content across a plurality of documents stored in a plurality of repositories comprising heterogenous data, the securely searching of the textual content comprising using a flexible search criteria and enforcing user access privileges to the plurality of documents;
receiving a search request using the interactive searching interface from a user, the search request comprising the flexible search criteria;
metadata searching the plurality of repositories using the flexible search criteria, the metadata searching the plurality of repositories using the flexible search criteria for providing result documents;
context searching the result documents, the context searching providing results pages of the result documents;
integrating the metadata searching the plurality of repositories with the context searching the result documents into a unified search criteria definition;
providing the results pages of the result documents to the user using the interactive searching interface, the providing the results pages of the result documents enforcing the user access privileges to the plurality of documents;
receiving feedback from the user in response to the providing the results pages of the result documents to the user using the interactive searching interface; and
unified searching, using the unified search criteria definition, the plurality of repositories in response to the feedback from the user, the unified searching being interactive, iterative, and using a unified index resulting in faster query response times than the metadata searching the plurality of repositories, the unified searching further using an aggregation layer, the aggregation layer using an application programming interface for aggregating data of the plurality of repositories for federation of the plurality of repositories by allowing the unified searching of heterogenous repositories without migrating or having multiple versions of content of the plurality of repositories.

### Claim 19

An apparatus, comprising:
at least one memory storing computer program instructions; and
at least one processor configured to execute the computer program instructions to cause the apparatus at least to perform the following operations:
providing an interactive searching interface for securely searching of textual content across a plurality of documents stored in a plurality of repositories comprising heterogenous data, the securely searching of the textual content comprising using a flexible search criteria and enforcing user access privileges to the plurality of documents;
receiving a search request using the interactive searching interface from a user, the search request comprising the flexible search criteria;
metadata searching the plurality of repositories using the flexible search criteria, the metadata searching the plurality of repositories using the flexible search criteria for providing result documents;
context searching the result documents, the context searching providing results pages of the result documents;
integrating the metadata searching the plurality of repositories with the context searching the result documents into a unified search criteria definition;
providing the results pages of the result documents to the user using the interactive searching interface, the providing the results pages of the result documents enforcing the user access privileges to the plurality of documents;
receiving feedback from the user in response to the providing the results pages of the result documents to the user using the interactive searching interface; and
unified searching, using the unified search criteria definition, the plurality of repositories in response to the feedback from the user, the unified searching being interactive, iterative, and using a unified index resulting in faster query response times than the metadata searching the plurality of repositories, the unified searching further using an aggregation layer, the aggregation layer using an application programming interface for aggregating data of the plurality of repositories for federation of the plurality of repositories by allowing the unified searching of heterogenous repositories without migrating or having multiple versions of content of the plurality of repositories.

### Claim 20 (depends on 19)

The apparatus as recited in claim 19, wherein the unified searching comprises a two-level text search in a single search, the two-level text search comprising a first search result comprising filtered pages that match a specified text pattern and a second search result, the second search result being text search results of the filtered pages.
