Patent ID: 9400793
Filing Date: 2016-07-26
CPC Classification: G06F,G06Q

Claim Text:
1. A method of managing records with respect to entities, said method comprising: maintaining historical data representing previously selected policies, wherein said historical data comprises a plurality of entries, wherein each entry stores a search string associated with a selected policy to indicate that the selected policy is applied to entities matching the search string; receiving a request for file plan from a user, wherein said user specifies a first search string as a part of said request; determining a set of policies based on similarity of said first search string to search strings in said plurality of entries; forming a file plan containing said set of policies likely to be used by said user, said set of policies being determined based on said historical data, said first search string qualifying the entities to be included in said first set of entities; sending said file plan to said user; receiving from said user, a selection of a first policy of said set of policies for associating with a first set of entities; applying said first policy to said first set of entities such that said first policy is thereafter enforced with respect to said first set of entities; and adding an additional entry to said historical data upon receiving of said selection, wherein said additional entry stores said first search string associated with said first policy in response to receiving of said selection.