Patent Document ID: 9830563
Application ID: 12215866

Base Claim:
1. A method for managing legal obligations for data associated with a matter, comprising: determining, by at least one processor, at least one legal obligation with respect to the matter based at least in part on utilizing an enterprise map that comprises relationships between objects that represent data in an enterprise; generating, by the at least one processor, a workflow for performing the at least one legal obligation, the workflow providing instructions to personnel responsible for data management of one or more affected systems containing the data associated with the matter, the instructions being provided in a context of actions to be performed on the one or more affected systems; performing, by a conflicts module executing on the at least one processor a conflicts check of legal obligations across all matters to determine one or more conflicts in legal obligations for the personnel; in response to receiving, by the at least one processor, a criteria that specifies at least one of: an affected system of interest and a matter of interest: determining, by a cross-check module executing on the at least one processor, matters associated with the criteria and performing, by the cross-check module executing on the at least one processor, a cross-check of correlations between legal obligations across the matters associated with the criteria to determine an overlap between a first legal obligation and a second legal obligation for the personnel for a matter in the matters associated with the criteria; providing, by a portal module executing on the at least one processor, the instructions to the personnel via an information portal which provides a visual interface that displays in a single location all legal obligations to be performed by the personnel including the at least one legal obligation, all workflows for the personnel including the workflow, an indication of the one or more conflicts in legal obligations for the personnel, an indication of the overlap between a first legal obligation and a second legal obligation for the personnel for the matter and one or more retention schedules for the one or more affected systems in a single location for the personnel, wherein the indication of the overlap between the first legal obligation and a second legal obligation for the personnel for the matter includes an indication that the first legal obligation remains in effect for the personnel for the matter after removal of the second legal obligation; and providing, by the information portal executing on the at least one processor, an ability for the personnel to reroute conflicted legal obligations indicated by the information portal for review.

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Claim 4:
4. The method of claim 1 wherein determining the at least one legal obligation comprises determining, by the at least one processor, affected entities for the matter, the affected entities possessing the data associated with the legal matter.