Integrated File Retention Management via Centralized Abstraction

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Current file retention management systems face complexity and inefficiency in implementing uniform retention policies across multiple productivity platforms, leading to redundant storage and management mechanisms, and lack accurate logging of events, especially after file deletion, making it difficult to maintain compliance and regulatory requirements.

Innovation Solution

An integrated work platform with an in-place data retention platform that provides a comprehensive view of data content items' lifecycle, captures and consolidates metadata for compliance events, and ensures immutability of data and metadata up to disposition, enabling defensible disposition and reducing the complexity and cost of data retention processes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If multiple individual application interfaces are implemented for retention policies, then each application can manage its own retention, but the system complexity and management infrastructure increase significantly

Engineering Contradiction:
Improveapplication-specific retention managementVSAvoidmanagement infrastructure complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent implements a universal retention policy management system that can manage retention policies across multiple different applications (email, document management, collaboration tools, etc.) through a single centralized interface. This allows the system to serve multiple functions and applications without requiring separate management infrastructure for each application, thereby reducing overall system complexity while maintaining adaptability.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The patent introduces a centralized retention policy management system that acts as an intermediary between various applications and the retention policy enforcement mechanism. This mediator layer handles policy creation, modification, and enforcement across different applications, eliminating the need for each application to have its own complex management interface while still providing application-specific retention capabilities.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If separate retention logs are maintained for each application, then application-specific tracking is achieved, but redundant storage and management mechanisms are created

Engineering Contradiction:
Improveapplication-specific event trackingVSAvoidstorage redundancy
Core Design Contradiction:
Measurement precisionVSQuantity of substance

Solution Approach 1:

The patent merges separate retention logs from multiple applications into a single centralized retention log. This consolidation maintains the ability to track application-specific events with precision while eliminating redundant storage mechanisms. The centralized log stores retention events from all applications in one location, reducing overall storage requirements and simplifying management.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The centralized retention log serves multiple applications simultaneously, functioning as a universal logging mechanism that can track retention events from different sources. This multi-functional log reduces storage redundancy while maintaining the precision needed for application-specific tracking through structured event recording and metadata.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Quantity of substance

If files are deleted after retention period, then storage space is freed, but accurate logging of disposition events cannot be maintained

Engineering Contradiction:
Improvestorage capacityVSAvoiddisposition history
Core Design Contradiction:
Quantity of substanceVSLoss of information

Solution Approach 1:

The patent extracts the retention log from the actual file storage system, creating a separate and independent logging mechanism. This allows the system to delete files after their retention period while preserving the disposition history in the separate log. The extraction of logging functionality from file storage enables storage space to be freed without losing disposition information.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system performs preliminary logging of disposition events before files are actually deleted. By recording retention events, disposition actions, and metadata in advance in the centralized retention log, the system ensures that accurate logging is maintained even after files are removed from storage to free up space.

Inventive Principle:
Principle #10Preliminary action

4Ease of operation

If conventional email platform interfaces are used for retention policies, then email retention is simplified, but deployment across other productivity platforms is inhibited

Engineering Contradiction:
Improveemail retention managementVSAvoidcross-platform deployment
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The patent creates a universal retention policy management interface that can operate across multiple productivity platforms including email, document management, collaboration tools, and other applications. This single interface design maintains ease of operation while enabling cross-platform deployment, eliminating the need for platform-specific interfaces and simplifying unified retention policy management.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system implements a dynamic retention policy management interface that can adapt to different application types and contexts. The interface automatically adjusts its behavior and capabilities based on the specific application being managed, providing email-specific features when managing email retention while also supporting other productivity platforms, thereby maintaining ease of operation across diverse platforms.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS11468022B2Integrated disposition for file retention management
Publication Date: 2022.10.11 MICROSOFT TECHNOLOGY LICENSING LLC
  • US11468022B2 patent drawing
  • US11468022B2 patent drawing
  • US11468022B2 patent drawing

AI summary

An abstraction layer communicates with a plurality of applications executing on a multi-application platform. The abstraction exposes a standard interface for the plurality of applications to communicate content status information. An indication is received that a new content item will be generated. A record is generated that is immutably associated with the new content item. The record is updated with information received from the application associated with the content item, the information pertaining to a changed status of the content item. In response to a command to delete the content item, it is determined whether to confirm deletion of the content item based on one or more data retention policies. The record is updated to indicate a reason for granting or denying the deletion and a source of the delete command.