The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Aug. 25, 2026

Filed:

Jul. 29, 2024
Applicant:

Fmr Llc, Boston, MA (US);

Inventors:

Scott Pedersen, Lyndeborough, NH (US);

Violetta Hendricks, Nashua, NH (US);

Assignee:

FMR LLC, Boston, MA (US);

Attorneys:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06F 16/93 (2019.01); G06F 16/11 (2019.01);
U.S. Cl.
CPC ...
G06F 16/125 (2019.01); G06F 16/93 (2019.01);
Abstract

Techniques are provided for electronic document management in a computing environment. A business unit and a document type determined for an electronic document may be used to determine that an electronic document is required to adhere to an event-based retention policy. An entry for the document can be created in an event-mapping data structure. Events and actions that occur at each system of record can be tracked by generating an entry in an event tracking data structure. The system of record and attribute value from each entry in the event tracking data structure may be utilized to identify matching entries in the event-based mapping data structure. The expiration date in a matching entry, which corresponds to an electronic document, can be updated using the event date in the event tracking entry and the duration of the event-based retention policy included in the matching entry.


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