Accessing data from electronic discovery applications

Inventors

Gold, Daniel E. • Hogan, Walter John

Assignees

Bdo Usa LLC • BDO USA PC

Abstract

Various aspects of the subject technology relate to systems, methods, and machine-readable media for granting access to cases for users through a common data model that brings together data from multiple e-discovery applications. The method includes associating a user with a case number. The method includes assigning a case name to each case number. The method includes associating contact information of the user with the case number. The method includes receiving a request to access the case number. The method includes, in response to receiving the request, issuing an access link to the user. The method includes authenticating the user based on at least the access link. The method includes granting access to the case number based on the contact information. The method includes generating data insights regarding the case number. The method includes causing display of the data insights through a user interface.

Core Innovation

A computer-implemented method for granting access to cases for users is provided through a common data model that brings together data from multiple e-discovery applications. Users are associated with at least one case number, a case name is assigned to each case number, and contact information of the user is associated with the case number. A request to access the case number is received from the user.

In response to the received request, an access link is issued to the user and the user is authenticated based on the access link. Access to the case number is then granted to the user based on the contact information associated with the user. The method generates first data insights regarding the case number according to data from a first database of a first e-discovery application and a second database of a second e-discovery application, and causes display of the first data insights through a user interface.

The method further causes display of a first interactive element associated with the first database, a second interactive element associated with the second database, and a third interactive element associated with the first and the second databases. Based on user interaction with one of the interactive elements, second data insights are generated according to data from one of the first database, the second database, or the first and second databases combined, and the second data insights are then caused to be displayed through the user interface.

Claims Coverage

The independent claims (method, system, and non-transitory computer-readable storage medium) cover a unified access-granting workflow with authentication via an access link and a dashboard-style, interactive generation of case data insights across multiple e-discovery applications. Across the independent claims, the inventive features focus on mapping users and contact information to case numbers, issuing and using an access link for authentication and access control, and generating and interactively updating first and second data insights using data from first and second e-discovery application databases via a common data model.

Across the independent claims, the coverage centers on granting access to case numbers by combining multi-application e-discovery data in a common data model, using user and contact information to support access-link authentication, and providing a user interface with interactive elements that drive generation and display of first and second case data insights based on one or both e-discovery application databases.

Stated Advantages

Documented Applications