# US 12,216,989 B2 · System and method for tracking and managing data from a remote database > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,216,989 B2 - Document ID: US12216989B2 - Status: Granted - Kind: B2 - Application number: 18/205,780 - Filed: 2023-06-05 - Published: 2023-12-07 - Granted: 2025-02-04 - Earliest claimed: 2022-06-06 - Assignees: Erik M. Pelton & Associates, PLLC - Applicants: Erik M. Pelton & Associates, PLLC - Inventors: Erik Pelton - Web page: https://patentgrep.com/patent/US12216989B2 ## CPC - G06F 16/21: Design, administration or maintenance of databases - G06F 40/174: Form filling; Merging - G06F 16/2358: {Change logging, detection, and notification (replication G06F16/27)} - G06F 16/51: Indexing; Data structures therefor; Storage structures - G06F 16/81: Indexing, e.g. XML tags; Data structures therefor; Storage structures - G06F 40/143: Markup, e.g. Standard Generalized Markup Language [SGML] or Document Type Definition [DTD] - G06F 40/221: Parsing markup language streams (streaming G06F40/149) - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract A method and a system for tracking and managing data is disclosed. The method and system compile the tracked data into a user-accessible message and sends the user-accessible message to a subscriber periodically. A tracking device tracks selected data stored in at least one database and sends the tracked selected data to a user database. A data compiling device receives the tracked selected data and compiles the tracked selected data into a pre-determined form. The pre-determined form is then sent to the subscriber in an email or a cellular text message. The data stored in the at least one database includes image data and content data. The data is frequently updated to contain new files and new status of existing content data. ## Claims ### Claim 1 A method for managing data, the method comprising: downloading an update file from a remote server to a tracking device having a tracker and a tracker database, wherein the remote server includes a case file database and an image file database, and the case file database stores a plurality of bundle files that corresponds to a plurality of case files; parsing the update file using the tracker, wherein the tracker includes a number of entries used to identify a number of case files within the update file, the number of entries includes a first entry used to identify a first case file within the update file, and wherein the first entry also is found within the tracker database; identifying the first case file within the update file using the first entry; generating a request for the first entry that corresponds to the first case file within the update file; sending a first request from the tracker to the remote server having the case file database and the image file database, wherein the first request includes information associated with the first entry; receiving a first bundle file of the first case file in the case file database in response to the first request, wherein the first bundle file includes XML data from the case file database and image data corresponding to the first case file from the image file database; populating the first entry in the tracker database with the XML data and the image data within the first bundle file; populating an electronic form with the XML data and the image data; sending an electronic notification including the electronic form having the XML data and the image data, and if a second request is generated for a second entry that corresponds to a second case file within the update file, sending the second request after a predetermined delay after the first request is sent. ### Claim 2 (depends on 1) The method of claim 1, wherein the remote server is a public server. ### Claim 3 (depends on 1) The method of claim 1, further comprising updating a field within the first entry with the XML data or the image data of the first bundle file. ### Claim 4 (depends on 1) The method of claim 1, wherein the image data includes a first image having a first format and a second image having a second format. ### Claim 5 (depends on 4) The method of claim 4, wherein the first format of the first image differs from the second format of the second image. ### Claim 6 (depends on 1) The method of claim 1, wherein the update file is an XML file. ### Claim 7 (depends on 1) The method of claim 1, wherein parsing the update file using the tracker includes using a second entry to identify a second case file within the update file and wherein the second entry is found within the tracker database. ### Claim 8 (depends on 7) The method of claim 7, further comprising identifying the second case file within the update file using the second entry. ### Claim 9 (depends on 8) The method of claim 8, further comprising sending a second request from the tracker to the case file database and the image file database, wherein the second request includes information associated with the second entry. ### Claim 10 (depends on 9) The method of claim 9, further comprising delaying the sending of the second request by a time period after the first request is sent. ### Claim 11 (depends on 1) The method of claim 1, wherein the first request includes an application programming interface (API) call to the case file database and the image database, wherein the API call includes a key to access the first case file. ### Claim 12 (depends on 1) The method of claim 1, wherein sending the electronic notification includes sending an email having the electronic form to an email recipient. ### Claim 13 (depends on 1) The method of claim 1, wherein sending the electronic notification includes sending an electronic message having the electronic form to a client device. ### Claim 14 A data management system comprising: a processor; a memory connected to the processor, the memory storing instructions that, when executed on the processor, configure the data management system to download an update file from a remote server to a tracking device having a tracker and a tracker database, wherein the remote server includes a case file database and an image file database, and the case file database stores a plurality of bundle files that corresponds to a plurality of case files; parse the update file using the tracker, wherein the tracker includes a number of entries used to identify a number of case files within the update file, the number of entries includes a first entry used to identify a first case file within the update file, and wherein the first entry also is found within the tracker database; identify the first case file within the update file using the first entry; generating a request for the first entry that corresponds to the first case file within the update file; send a first request from the tracker to the remote server having the case file database and the image file database, wherein the first request includes information associated with the first entry; receive a first bundle file of the first case file in the case file database in response to the first request, wherein the first bundle file includes XML data from the case file database and image data corresponding to the first case file from the image file database; populate the first entry in the tracker database with the XML data and the image data within the first bundle file; populate an electronic form with the XML data and the image data; send an electronic notification including the electronic form having the XML data and the image data, and if a second request is generated for a second entry that corresponds to a second case file within the update file, sending the second request after a predetermined delay after the first request is sent. ### Claim 15 (depends on 14) The data management system of claim 14, wherein the instructions further configure the data management system to parse the update file with the tracker using a second entry to identify a second case file within the update file and wherein the second entry is found within the tracker database. ### Claim 16 (depends on 15) The data management system of claim 15, wherein the instructions further configure the data management system to identify the second case file within the update file using the second entry. ### Claim 17 (depends on 16) The data management system of claim 16, wherein the instructions further configure the data management system to send a second request from the tracker to the case file database and the image file database, wherein the second request includes information associated with the second entry. ### Claim 18 (depends on 17) The data management system of claim 17, wherein the instructions further configure the data management system to delay the sending of the second request by a time period after the first request is sent. ### Claim 19 (depends on 14) The data management system of claim 14, wherein the update file is an XML file having a data size greater than one gigabyte. ### Claim 20 A data management method comprising: sending an update request to a remote server from a tracking device at a specified time, wherein the remote server includes a case file database and an image file database; downloading an update file in response to the update request from the remote server to the tracking device, wherein the tracking device includes a tracker and a tracker database and a data size of the update file is greater than 1 gigabyte; parsing a plurality of case files in the update file using the tracker, wherein the tracker includes a plurality of entries to identify a set of the plurality of case files and wherein the plurality of entries is found within the tracker database; generating a first request for a first entry within the plurality of entries that corresponds to a first case file of the set of case files identified from the update file by the tracker; generating a second request for a second entry within the plurality of entries that corresponds to a second case file of the set of cases identified from the update by the tracker; sending a first request from the tracker to the remote server having the case file database and the image file database, wherein the first request includes a first key to access the first case file at the remote server; implementing a delay after the first request is sent to the remote server; after the delay, sending a second request from the tracker to the remote server having the case file database and the image file database, wherein the second request includes a second key to access the second case file at the remote server; receiving a first bundle file of the first case file in the case file database in response to the first request and the first key, wherein the first bundle file includes XML data from the case file database and image data corresponding to the first case file from the image file database; receiving a second bundle file of the second case file in the case file database in response to the second request and the second key, wherein the second bundle file includes XML data from the case file database and image data corresponding to the second case file from the image file database, and wherein the XML data and the image data of the first bundle file differ from the XML data and the image data of the second bundle file; populating the first entry in the tracker database with the XML data and the image data within the first bundle file; populating a second entry in the tracker database with the XML data and the image data within the second bundle file; generating a first electronic form with the XML data and the image data within the first bundle file; generating a second electronic form with the XML data and the image data within the second bundle file; sending a first electronic notification including the first electronic form having the XML data and the image data within the first bundle file to a first recipient; and sending a second electronic notification including the second electronic form having the XML data and the image data within the second bundle file to a second recipient, where the first recipient differs from the second recipient.