Patent Document ID: 8832048
Application ID: 11928716

Base Claim:
1. A method of managing information comprising: providing an organization having an information management system comprising one or more rules and policy abstractions stored at a policy server to manage information of the organization, wherein a rule comprises an expression having a policy abstraction; within the organization, providing a user logged onto a client device and a confidential document managed by the information management system; receiving at the information management system a profile of the client device, wherein the profile is based on the user and the client device; at the information management system, determining a subset of the one or more rules of the policy server relevant to the profile, wherein a rule is relevant to the profile when the client device is capable of supporting a syntax format of the rule; determining a first rule of the subset of the one or more rules in a first syntax format is not supported by the client device; converting the first rule into a second syntax format, wherein the client device supports the second syntax format but not the first syntax format; storing the subset of the one or more rules of the policy server on the client device including the first translated rule; and when the user attempts to perform an operation on the confidential document, evaluating the one or more rules at the client device, without evaluating rules stored at the policy server, to determine whether to store information regarding the attempted operation in a storage location, wherein based on a first context expression of a first rule, approving the attempted operation will occur only during a particular time period, and based on a second context expression of a second rule, approving the attempted operation will occur only when the user is in a particular location.

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Claim 4:
4. The method of claim 1 wherein the attempted operation comprises at least one of sending the confidential document via e-mail, sending the confidential document to a recipient outside the organization, attaching a confidential document to an e-mail message, opening the confidential document using an application program, printing the confidential document, copying the confidential document, embedding a confidential document into another document, or storing the confidential document to a removable media.