US 2020/0401572 A1Published application

Managing compliance and e-discovery data using a case manager client

AssigneeCommvault Systems, Inc.

InventorsManas Bhikchand MUTHA, Karthikeyan VEERAPANDIAN, Jaya Rama Raju INAVOLU, Sangeetha JANAKIRAMAN, Nagaraju UPPU

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Abstract

Complying with a legal discovery request or a compliance request often involves querying several different bodies of documents. In various embodiments, an administrator creates a case that is managed by a case managing computer program and stored as a case manager client in the information management system. For instant access to the data, the system obtains copies of the index items corresponding to the data and stores the index items on the case manager client. The index items include links to the corresponding data objects. In some embodiments, the system also copies over the case data to a separate data store associated with the case manager client. After the case data has been obtained by the case manager client, the system may re-index the copied case data and update the associated indexes.

Claims22

Dependent claims

An information management system configured to manage case files, the information management system comprising:

a networked storage system comprising computer hardware configured to:
receive a request to create a case manager client, wherein the request to create a case manager client includes one or more case definitions, wherein the one or more case definitions include at least one or more criteria;
identify first set of case data stored on a first storage device that satisfy the one or more criteria of the one or more case definitions, wherein the first storage device stores copies comprising the first set of case data;
identify second set of case data stored on a second storage device that satisfy the one or more criteria of the one or more case definitions, wherein the second storage device stores copies comprising the second set of case data;
create the case manager client, wherein the case manager client comprises a case manager agent, a first case index database, and a second case index database;
copy a first set of index items associated with the first set of case data to the first case index database, wherein an index item includes a visual representation of a corresponding data object and indicates where the corresponding data object is stored within the first storage device, wherein the index items associated with the case data are stored in one or more index databases in a secondary storage subsystem;
copy a second set of index items associated with the second set of case data to the second case index database, wherein an index item includes a visual representation of a corresponding data object and indicates where the corresponding data object is stored within the first storage device, wherein the second set of index items associated with the case data are stored in one or more index databases in the secondary storage subsystem;
receive, at the case manager agent, a query;
execute the query in the first case index database;
and
display results of the query.

8 more elements

A method for creating a case manager client, the method comprising:

by a networked storage system comprising computer hardware:
receiving a request to create a case manager client, wherein the request to create a case manager client includes one or more case definitions, wherein the one or more case definitions include at least one or more criteria;
identifying first set of case data stored on a first storage device that satisfy the one or more criteria of the one or more case definitions, wherein the first storage device stores copies comprising the first set of case data;
identifying second set of case data stored on a second storage device that satisfy the one or more criteria of the one or more case definitions, wherein the second storage device stores copies comprising the second set of case data;
creating the case manager client, wherein the case manager client comprises a case manager agent, a first case index database, and a second case index database;
copying a first set of index items associated with the first set of case data to the first case index database, wherein an index item includes a visual representation of a corresponding data object and indicates where the corresponding data object is stored within the first storage device, wherein the index items associated with the case data are stored in one or more index databases in a secondary storage subsystem;
copying a second set of index items associated with the second set of case data to the second case index database, wherein an index item includes a visual representation of a corresponding data object and indicates where the corresponding data object is stored within the first storage device, wherein the second set of index items associated with the case data are stored in one or more index databases in the secondary storage subsystem;
receiving, at the case manager agent, a query;
executing the query in the first case index database;
and
displaying results of the query.

8 more elements

Dependencies are inferred from the claim text.

Facts

Application: 16/908,404Filed 22 Jun 2020
Priority: 24 Jun 2019
Published: 24 Dec 2020
Term ends: Not estimatedThe source records don’t support an estimate.

Classification6 codes

G06F 16/23
Of structured data, e.g. relational data: updating
G06F 16/285
Relational databases: clustering or classification
G06F 16/907
Details of database functions independent of the retrieved data types: retrieval characterised by using metadata, e.g. metadata not derived from…
G06Q 50/18
Services: legal services

Family

Application62/865,834Us provisional application · filed 24 Jun 2019
US 2020/0401572 A1This patent

From the US filing history. Foreign family members aren’t listed.

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