Managed Matter Folders for Role-Based Chat and File Access

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Solution Overview

Problem

The absence of administrative control in messaging systems with chat channels and file sharing leads to inefficient communications, poor project management, and legal compliance issues, negatively impacting workplace productivity.

Innovation Solution

A messaging system with a database and server that generates a folder management GUI, allowing administrators to create matter folders with specified permissions, controlling access to files and chat channels based on user roles, and enabling features like data retention policies and legal holds.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If employees are allowed to manage their own activities within messaging systems without administrative supervision, then ease of operation is improved, but productivity and legal compliance deteriorate

Engineering Contradiction:
Improveautonomy in managing messaging activitiesVSAvoidworkplace productivity
Core Design Contradiction:
Ease of operationVSProductivity

Solution Approach 1:

An administrative system is introduced as an intermediary between employees and messaging systems. This mediator implements policies, controls access to matter folders, and supervises communications without preventing employees from using the messaging system for their work, thus maintaining ease of operation while improving productivity and compliance

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If administrative control is implemented in messaging systems, then productivity and compliance are improved, but ease of operation deteriorates

Engineering Contradiction:
Improveworkplace productivityVSAvoidautonomy in managing messaging activities
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The administrative system is designed to operate with minimal intervention in daily employee activities. Pre-configured policies and automatic access controls allow the system to self-manage compliance and productivity aspects without requiring employees to actively engage with administrative functions, maintaining ease of operation while achieving productivity improvements

Inventive Principle:
Principle #25Self-service

3Reliability

If access to matter folders is controlled by permissions, then data security is improved, but ease of operation deteriorates

Engineering Contradiction:
Improvedata securityVSAvoidaccess control complexity
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

Access permissions and policies are pre-configured by administrators before employees need to access matter folders. The system automatically applies these pre-established rules when employees attempt to access files or chat channels, providing strong security without requiring employees to understand or manage complex permission settings

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS20250307212A1Managed folders
Publication Date: 2025.10.02 WORKSTORM COM LLC
  • US20250307212A1 patent drawing
  • US20250307212A1 patent drawing
  • US20250307212A1 patent drawing

AI summary

Disclosed herein are system, method, and computer program product embodiments for managing folders. An embodiment includes a database and a messaging server. The messaging server generates a folder management graphical user interface (GUI) that includes a plurality of input fields for receiving commands. The messaging server and the folder management GUI receive a command from a global matter administrator to create a matter folder and permissions specifying which role a user must have to access the matter folder. The matter folder may carry at least one file and chat channel. In response to the command, the messaging server generates the matter folder in the database. The messaging server controls access to the matter folder as specified in the permissions such that the user is able to view or modify the at least one file and chat channel only if the user has a role allowed within the permissions.