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1. 发明申请

US20100250538A1 ELECTRONIC DISCOVERY SYSTEM 有权
标题翻译：电子发现系统
公开(公告)号：US20100250538A1
公开(公告)日：2010-09-30
申请号：US12627791
申请日：2009-11-30
申请人： Phillip L. Richards , Eric B. Hobart , David M. Andersen , Emerson D. Miller , Michael J. Mayer , John N. Whalen, JR. , Brian L. Toomey , David W. Stellhorn
发明人： Phillip L. Richards , Eric B. Hobart , David M. Andersen , Emerson D. Miller , Michael J. Mayer , John N. Whalen, JR. , Brian L. Toomey , David W. Stellhorn
IPC分类号： G06F17/30
CPC分类号： G06F17/30705 , G06F17/30002 , G06F17/30265 , G06F17/30598 , G06F17/3071 , G06F17/30864 , G06Q10/06 , G06Q10/10
摘要： Embodiments of the invention relate to systems, methods, and computer program products for improved electronic discovery and custodian management. Embodiments herein disclosed provide for an enterprise wide e-discovery system that provides for data to be identified, located, retrieved, preserved, searched, reviewed and produced in an efficient and cost-effective manner across the entire enterprise system. In addition, by structuring management of e-discovery based on case/matter, custodian and data and providing for linkage between the same, further efficiencies are realized in terms of identifying, locating and retrieving data and leveraging results of previous e-discoveries with current requests.
摘要翻译：本发明的实施例涉及用于改进电子发现和保管人管理的系统，方法和计算机程序产品。本文公开的实施例提供了一种企业级电子发现系统，其提供在整个企业系统中以有效和成本有效的方式被识别，定位，检索，保存，搜索，审查和生产的数据。此外，通过基于案例/事物，托管人和数据构建电子发现的管理，并提供相同的联系，在识别，定位和检索数据方面实现更高的效率，并利用当前的电子发现结果要求。

2. 发明授权

US08364681B2 Electronic discovery system 有权
标题翻译：电子发现系统
公开(公告)号：US08364681B2
公开(公告)日：2013-01-29
申请号：US12627791
申请日：2009-11-30
申请人： Phillip L. Richards , Eric B. Hobart , David M. Andersen , Emerson D. Miller , Michael J. Mayer , John N. Whalen, Jr. , Brian L. Toomey , David W. Stellhorn
发明人： Phillip L. Richards , Eric B. Hobart , David M. Andersen , Emerson D. Miller , Michael J. Mayer , John N. Whalen, Jr. , Brian L. Toomey , David W. Stellhorn
IPC分类号： G06F17/30 , G06F7/00
CPC分类号： G06F17/30705 , G06F17/30002 , G06F17/30265 , G06F17/30598 , G06F17/3071 , G06F17/30864 , G06Q10/06 , G06Q10/10
摘要： Embodiments of the invention relate to systems, methods, and computer program products for improved electronic discovery and custodian management. Embodiments herein disclosed provide for an enterprise wide e-discovery system that provides for data to be identified, located, retrieved, preserved, searched, reviewed and produced in an efficient and cost-effective manner across the entire enterprise system. In addition, by structuring management of e-discovery based on case/matter, custodian and data and providing for linkage between the same, further efficiencies are realized in terms of identifying, locating and retrieving data and leveraging results of previous e-discoveries with current requests.
摘要翻译：本发明的实施例涉及用于改进电子发现和保管人管理的系统，方法和计算机程序产品。本文公开的实施例提供了一种企业级电子发现系统，其提供在整个企业系统中以有效和成本有效的方式被识别，定位，检索，保存，搜索，审查和生产的数据。此外，通过基于案例/事物，托管人和数据构建电子发现的管理，并提供相同的联系，在识别，定位和检索数据方面实现更高的效率，并利用当前的电子发现结果要求。

3. 发明申请

US20100250644A1 METHODS AND APPARATUSES FOR COMMUNICATING PRESERVATION NOTICES AND SURVEYS 有权
标题翻译：传播保护通知和调查的方法和设备
公开(公告)号：US20100250644A1
公开(公告)日：2010-09-30
申请号：US12618443
申请日：2009-11-13
申请人： Brian L. Toomey , John N. Whalen, JR. , Eric B. Hobart
发明人： Brian L. Toomey , John N. Whalen, JR. , Eric B. Hobart
IPC分类号： G06F15/16
CPC分类号： G06Q10/10 , G06Q10/06
摘要： In general, embodiments of the present invention relate to methods and apparatuses for managing electronic discovery, and more particularly, for communicating a preservation notice and/or a survey to and/or from a custodian in an enterprise. For example, in some embodiments, a method for electronic discovery management is provided, where the method includes: (1) creating an electronic discovery matter; (2) adding a custodian to the electronic discovery matter; (3) creating a preservation notice and/or a survey; and (4) communicating, via a network, information associated with the preservation notice and/or the survey to the custodian at a data storage device accessible to the custodian.
摘要翻译：一般来说，本发明的实施例涉及用于管理电子发现的方法和装置，更具体地说，涉及将保存通知和/或调查传达给和/或来自保管人的企业。例如，在一些实施例中，提供了一种用于电子发现管理的方法，其中该方法包括：（1）创建电子发现事物; （二）向电子发现事宜增加托管人; （3）创建保存通知和/或调查; （4）通过网络将保存通知和/或调查相关信息通过保管人可访问的数据存储设备与保管人进行通信。

4. 发明授权

US08572227B2 Methods and apparatuses for communicating preservation notices and surveys 有权
标题翻译：沟通保护通知和调查的方法和设备
公开(公告)号：US08572227B2
公开(公告)日：2013-10-29
申请号：US12618443
申请日：2009-11-13
申请人： Brian L. Toomey , John N. Whalen, Jr. , Eric B. Hobart
发明人： Brian L. Toomey , John N. Whalen, Jr. , Eric B. Hobart
IPC分类号： G06F15/173
CPC分类号： G06Q10/10 , G06Q10/06
摘要： In general, embodiments of the present invention relate to methods and apparatuses for managing electronic discovery, and more particularly, for communicating a preservation notice and/or a survey to and/or from a custodian in an enterprise. For example, in some embodiments, a method for electronic discovery management is provided, where the method includes: (1) creating an electronic discovery matter; (2) adding a custodian to the electronic discovery matter; (3) creating a preservation notice and/or a survey; and (4) communicating, via a network, information associated with the preservation notice and/or the survey to the custodian at a data storage device accessible to the custodian.
摘要翻译：一般来说，本发明的实施例涉及用于管理电子发现的方法和装置，更具体地说，涉及将保存通知和/或调查传达给和/或来自保管人的企业。例如，在一些实施例中，提供了一种用于电子发现管理的方法，其中该方法包括：（1）创建电子发现事物; （二）向电子发现事宜增加托管人; （3）创建保护通知和/或调查; （4）通过网络将保存通知和/或调查相关信息通过保管人可访问的数据存储设备与保管人进行通信。

5. 发明申请

US20100250456A1 SUGGESTING PRESERVATION NOTICE AND SURVEY RECIPIENTS IN AN ELECTRONIC DISCOVERY SYSTEM 审中-公开
标题翻译：在电子发现系统中建议保护通知和调查人员
公开(公告)号：US20100250456A1
公开(公告)日：2010-09-30
申请号：US12730818
申请日：2010-03-24
申请人： Brian L. Toomey , Eric B. Hobart , Michael J. Mayer , John N. Whalen, JR.
发明人： Brian L. Toomey , Eric B. Hobart , Michael J. Mayer , John N. Whalen, JR.
IPC分类号： G06Q50/00 , G06Q10/00 , G06F17/30
CPC分类号： G06Q10/10 , G06Q50/18
摘要： Embodiments of the invention relate to systems, methods, and computer program products determining suggestive preservation notice or survey recipients in an electronic discovery system. The determination is based on a comparison of data, such as personnel data or like, associated with individuals previously identified as preservation notice or survey recipients and individuals currently added to the case, referred to as potential custodians. Additional embodiments of the invention provide for determining preservation notice recipients based additionally upon previous preservation notice and/or survey history of the potential custodians.
摘要翻译：本发明的实施例涉及在电子发现系统中确定暗示性保存通知或调查接收者的系统，方法和计算机程序产品。该决定是基于与以前被确定为保存通知或调查受理人的个人数据（例如人事资料等）进行比较，而这些个人目前被添加到案件中，被称为潜在保管人。本发明的另外的实施例还提供了根据先前的保存通知和/或潜在保管人的调查历史来确定保存通知接收者。

6. 发明授权

US08805832B2 Search term management in an electronic discovery system 有权
标题翻译：在电子发现系统中搜索术语管理
公开(公告)号：US08805832B2
公开(公告)日：2014-08-12
申请号：US12730790
申请日：2010-03-24
申请人： Michael J. Mayer , Brian L. Toomey , Eric B. Hobart
发明人： Michael J. Mayer , Brian L. Toomey , Eric B. Hobart
IPC分类号： G06F7/00 , G06F17/30
CPC分类号： G06Q30/02 , G06F17/30628 , G06F17/30705 , G06Q50/18
摘要： Embodiments of the invention relate to an improved electronic discovery. More specifically, embodiments relate to managing the process for creating search term sets to be applied to electronic data sets associated with a case in an electronic discovery system. A search term management application is provided that allows for multiple users to work collaboratively to define the final search term set that is subsequently applied to the corpus of electronic data for the case. In addition, the application provides for tracking the overall search term creation process. In addition, embodiments provide for a search term hit count engine that is configured to determine search term hit counts for a portion of a corpus of data, such that the determined search term hit count may be predictive of the volume of data needed to review.
摘要翻译：本发明的实施例涉及一种改进的电子发现。更具体地，实施例涉及管理用于创建要应用于与电子发现系统中的情况相关联的电子数据集的搜索项集合的过程。提供了一种搜索术语管理应用程序，其允许多个用户协同工作以定义随后应用于该情况的电子数据语料库的最终搜索项集合。此外，该应用程序提供跟踪整个搜索项创建过程。此外，实施例提供了搜索项命中计数引擎，其被配置为确定数据语料库的一部分的搜索项命中计数，使得所确定的搜索项命中计数可以预测审查所需的数据量。

7. 发明申请

US20100250455A1 SUGGESTING POTENTIAL CUSTODIANS FOR CASES IN AN ENTERPRISE-WIDE ELECTRONIC DISCOVERY SYSTEM 审中-公开
标题翻译：在企业电子发现系统中为潜在客户建立潜在客户
公开(公告)号：US20100250455A1
公开(公告)日：2010-09-30
申请号：US12730792
申请日：2010-03-24
申请人： Phillip L. Richards , David M. Andersen , Eric B. Hobart , Emerson D. Miller , Michael J. Mayer , Brian L. Toomey
发明人： Phillip L. Richards , David M. Andersen , Eric B. Hobart , Emerson D. Miller , Michael J. Mayer , Brian L. Toomey
IPC分类号： G06Q50/00 , G06Q10/00 , G06F17/30
CPC分类号： G06Q99/00 , G06Q10/10 , G06Q50/18
摘要： Embodiments of the invention relate to systems, methods, and computer program products determining suggestive potential custodians in an electronic discovery system. The determination is based on a comparison of data, such as personnel data or like, associated with individuals already added to the case and all other individuals in the enterprise, who form the group of potential custodians. In addition, the comparison of data occurs over the specified timeframe defined by the case to insure that the suggested potential custodians are within the confines to the timeframe of the case. Additional embodiments of the invention provide for determining preservation notice recipients based on a comparison of data, such as personnel data or the like, associated with individuals that have already been identified to receive the preservation notice and other custodians and/or potential custodians.
摘要翻译：本发明的实施例涉及确定电子发现系统中的暗示性潜在保管人的系统，方法和计算机程序产品。该决定是基于与已经添加到案件中的个人相关联的数据与企业中形成潜在保管人组的所有其他个人的数据（例如人事数据等）进行比较。此外，数据的比较是在案件确定的指定时间范围内进行的，以确保建议的潜在保管人在与案件的时间限制之内。本发明的另外的实施例提供了基于与已经被识别为接收保存通知的个人相关联的数据（例如人事数据等）与其他保管人和/或潜在保管人的数据的比较来确定保存通知接收者。

8. 发明申请

US20100250573A1 SEARCH TERM MANAGEMENT IN AN ELECTRONIC DISCOVERY SYSTEM 有权
标题翻译：在电子发现系统中搜索期限管理
公开(公告)号：US20100250573A1
公开(公告)日：2010-09-30
申请号：US12730790
申请日：2010-03-24
申请人： Michael J. Mayer , Brian L. Toomey , Eric B. Hobart
发明人： Michael J. Mayer , Brian L. Toomey , Eric B. Hobart
IPC分类号： G06F17/30
CPC分类号： G06Q30/02 , G06F17/30628 , G06F17/30705 , G06Q50/18
摘要： Embodiments of the invention relate to systems, methods, and computer program products for improved electronic discovery. More specifically, embodiments relate to managing the process for creating search term sets to be applied to electronic data sets associated with a case in an electronic discovery system. A search term management application is provided that allows for multiple users to work collaboratively to define the final search term set that is subsequently applied to the corpus of electronic data for the case. In addition, the application provides for tracking the overall search term creation process. In addition, embodiments provide for a search term hit count engine that is configured to determine search term hit counts for data as a means of predicting the volume of data needed to review.
摘要翻译：本发明的实施例涉及用于改进电子发现的系统，方法和计算机程序产品。更具体地，实施例涉及管理用于创建要应用于与电子发现系统中的情况相关联的电子数据集的搜索项集合的过程。提供了一种搜索术语管理应用程序，其允许多个用户协同工作以定义随后应用于该情况的电子数据语料库的最终搜索项集合。此外，该应用程序提供跟踪整个搜索项创建过程。此外，实施例提供了一种搜索项命中计数引擎，其被配置为确定数据的搜索项命中计数，作为预测审查所需的数据量的手段。

9. 发明授权

US08200635B2 Labeling electronic data in an electronic discovery enterprise system 有权
标题翻译：在电子发现企业系统中标记电子数据
公开(公告)号：US08200635B2
公开(公告)日：2012-06-12
申请号：US12627890
申请日：2009-11-30
申请人： Michael J. Mayer , Brian L. Toomey , David M. Andersen , Emerson D. Miller , Phillip L. Richards
发明人： Michael J. Mayer , Brian L. Toomey , David M. Andersen , Emerson D. Miller , Phillip L. Richards
IPC分类号： G06F17/30 , G06F7/00
CPC分类号： G06Q10/10 , G06Q10/06
摘要： Embodiments herein disclosed relate to methods, systems and computer program products that provide an enterprise wide e-discovery system configured to search myriad data sources across an enterprise to identify electronic data relevant to a particular data request, harvest the relevant electronic data, filter the electronic data to identify request file types, transfer the request file types to a data store, and assign labels, such as barcodes, to the requested file types for the purpose of producing, in an organized fashion, all requested electronic data that is in the enterprise's possession.
摘要翻译：本文公开的实施例涉及提供企业级电子发现系统的方法，系统和计算机程序产品，其被配置为搜索跨企业的无数数据源，以识别与特定数据请求相关的电子数据，收获相关电子数据，过滤电子用于识别请求文件类型的数据，将请求文件类型传送到数据存储，并将标签（例如条形码）分配给所请求的文件类型，以有组织的方式生成在企业的所有请求的电子数据拥有

10. 发明授权

US09053454B2 Automated straight-through processing in an electronic discovery system 有权
标题翻译：电子发现系统中的自动直通处理
公开(公告)号：US09053454B2
公开(公告)日：2015-06-09
申请号：US12846590
申请日：2010-07-29
申请人： Michael J. Mayer , Hayden S. Johnson , Jay A. Johnson , Emerson D. Miller , Christopher D. Montrois , Brian L. Toomey
发明人： Michael J. Mayer , Hayden S. Johnson , Jay A. Johnson , Emerson D. Miller , Christopher D. Montrois , Brian L. Toomey
IPC分类号： G06F7/00 , G06Q10/10 , G06Q10/06 , G06F19/24
CPC分类号： G06Q10/10 , G06F19/24 , G06Q10/06
摘要： Embodiments of the invention relate to systems, methods, and computer program products for automated straight-through processing in an electronic discovery system. Further, the embodiments described herein provide for electronic discovery processes, such as, but not limited to, data collection, barcoding, source-to-processing, quality control, third-party network data transfer and data analysis platform loading to be automatically initiated and performed in pipeline fashion. Once a process is completed on a dataset, the next process in the flow is automatically initiated unless exceptions are determined to exist. In addition, embodiments provide for prioritizing cases and conducting each process in the straight-through data processing based on the case prioritization.
摘要翻译：本发明的实施例涉及用于电子发现系统中的自动直通处理的系统，方法和计算机程序产品。此外，本文描述的实施例提供电子发现过程，例如但不限于数据收集，条形码，源到处理，质量控制，第三方网络数据传输和数据分析平台加载以自动启动，以管道方式进行。一旦在数据集上完成一个进程，流程中的下一个进程将被自动启动，除非确定存在异常。此外，实施例提供了基于情况优先化的直接数据处理中的优先级化案例和进行每个处理。

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