公开(公告)号：SG165277A1

公开(公告)日：2010-10-28

申请号：SG2010021285

申请日：2010-03-26

Applicant: BANK OF AMERICA

Inventor： RICHARDS PHILLIP L ,  ANDERSEN DAVID M ,  HOBART ERIC B ,  MILLER EMERSON D ,  MAYER MICHAEL J ,  TOOMEY BRIAN L

Abstract: Embodiments of the invention relate to systems, methods, and computer program products determining suggestive potential custodians in an electronic discovery system. The determination is based on a comparison of data, such as personnel data or like, associated with individuals already added to the case and all other individuals in the enterprise, who form the group of potential custodians. In addition, the comparison of data occurs over the specified timeframe defined by the case to insure that the suggested potential custodians are within the confines to the timeframe of the case. Additional embodiments of the invention provide for determining preservation notice recipients based on a comparison of data, such as personnel data or the like, associated with individuals that have already been identified to receive the preservation notice and other custodians and/or potential custodians.

公开(公告)号：SG165285A1

公开(公告)日：2010-10-28

申请号：SG2010021426

申请日：2010-03-26

Applicant: BANK OF AMERICA

Inventor： MILLER EMERSON D ,  MAYER MICHAEL J ,  HOBART ERIC B

Abstract: Embodiments of the invention relate to systems, methods, and computer program products for improved electronic discovery. More specifically, embodiments relate to providing financial cost estimate for electronic discovery requests that allow the requester to gauge financial costs at the onset of the request. In addition to providing for a cost estimate at or near the time that the request is made, further embodiments of the invention, provide for a dynamic estimate of financial cost. The dynamic financial cost estimate changes over time based on the e-discovery tasks already performed and a better assessment of the degree of further e-discovery tasks yet to be performed. As such, the dynamic financial estimate becomes a more accurate and reliable estimate the closer the e-discovery request is to completion. (Figure 1)

公开(公告)号：HK1162213A1

公开(公告)日：2012-08-24

申请号：HK12102723

申请日：2012-03-19

Applicant: BANK OF AMERICA

Inventor： ANDERSON DAVID M ,  RICHARD PHILIP L ,  MAYER MICHAEL J ,  HOBART ERIC B

IPC: G06F20060101

Abstract: Embodiments of the invention relate to systems, methods, and computer program products for remotely collecting data from the local storage of a machines. For example, embodiments of the method involve deploying a collection tool to the machine via a network, automatically installing the collection tool on the machine, generating a snapshot of the data, storing the snapshot in a storage area on the machine, and transmitting the data from the storage area to a remote collection server. Because the data is transmitted from the snapshot stored in the storage area rather than from the original data stored on the local storage of the machine, the data may be transmitted to the remote collection server without substantially affecting a user's ability to use the machine and interact with the data stored on the machine.

公开(公告)号：SG165283A1

公开(公告)日：2010-10-28

申请号：SG2010021400

申请日：2010-03-26

Applicant: BANK OF AMERICA

Inventor： RICHARDS PHILLIP L ,  HOBART ERIC B ,  ANDERSEN DAVID M ,  MILLER EMERSON D ,  MAYER MICHAEL J ,  WHALEN JOHN N JR ,  TOOMEY BRIAN L ,  STELLHORN DAVID W

Abstract: Embodiments of the invention relate to systems, methods, and computer program products for improved electronic discovery and custodian management. Embodiments herein disclosed provide for an enterprise wide e-discovery system that provides for data to be identified, located, retrieved, preserved, searched, reviewed and produced in an efficient and cost-effective manner across the entire enterprise system. In addition, by structuring management of e-discovery based on case/matter, custodian and data and providing for linkage between the same, further efficiencies are realized in terms of identifying, locating and retrieving data and leveraging results of previous e-discoveries with current requests.

公开(公告)号：IN339KO2010A

公开(公告)日：2015-05-15

申请号：IN339KO2010

申请日：2010-03-26

Applicant: BANK OF AMERICA

Inventor： TOOMEY BRIAN L ,  WHALEN JOHN N JR ,  HOBART ERIC B

IPC: G06F15/16

Abstract: In general, embodiments of the present invention relate to methods and apparatuses for managing electronic discovery, and more particularly, for communicating a preservation notice and/or a survey to and/or from a custodian in an enterprise. For example, in some embodiments, a method for electronic discovery management is provided, where the method includes: (1) creating an electronic discovery matter; (2) adding a custodian to the electronic discovery matter; (3) creating a preservation notice and/or a survey; and (4) communicating, via a network, information associated with the preservation notice and/or the survey to the custodian at a data storage device accessible to the custodian.

公开(公告)号：GB2478870B

公开(公告)日：2012-11-28

申请号：GB201108090

申请日：2009-10-26

Applicant: BANK OF AMERICA

Inventor： ANDERSON DAVID M ,  RICHARD PHILIP L ,  MAYER MICHAEL J ,  HOBART ERIC B

IPC: G06F11/14 ,  G06F9/445

Abstract: Embodiments of the invention relate to systems, methods, and computer program products for remotely collecting data from the local storage of a machines. For example, embodiments of the method involve deploying a collection tool to the machine via a network, automatically installing the collection tool on the machine, generating a snapshot of the data, storing the snapshot in a storage area on the machine, and transmitting the data from the storage area to a remote collection server. Because the data is transmitted from the snapshot stored in the storage area rather than from the original data stored on the local storage of the machine, the data may be transmitted to the remote collection server without substantially affecting a user's ability to use the machine and interact with the data stored on the machine.

公开(公告)号：GB2478870A

公开(公告)日：2011-09-21

申请号：GB201108090

申请日：2009-10-26

Applicant: BANK OF AMERICA

Inventor： ANDERSON DAVID M ,  RICHARD PHILIP L ,  MAYER MICHAEL J ,  HOBART ERIC B

IPC: G06F11/14 ,  G06F9/445

Abstract: Embodiments of the invention relate to systems, methods, and computer program products for remotely collecting data from the local storage of a machine. For example, embodiments of the method involve deploying a collection tool to the machine via a network, automatically installing the collection tool on the machine, generating a snapshot of the data, storing the snapshot in a storage area on the machine, and transmitting the data from the storage area to a remote collection server. Because the data is transmitted from the snapshot stored in the storage area rather than from the original data stored on the local storage of the machine, the data may be transmitted to the remote collection server without substantially affecting a user's ability to use the machine and interact with the data stored on the machine.

公开(公告)号：SG165282A1

公开(公告)日：2010-10-28

申请号：SG2010021392

申请日：2010-03-26

Applicant: BANK OF AMERICA

Inventor： TOOMEY BRIAN L ,  WHALEN JOHN N JR ,  HOBART ERIC B

Abstract: In general, embodiments of the present invention relate to methods and apparatuses for managing electronic discovery, and more particularly, for communicating a preservation notice and/or a survey to and/or from a custodian in an enterprise. For example, in some embodiments, a method for electronic discovery management is provided, where the method includes: (1) creating an electronic discovery matter; (2) adding a custodian to the electronic discovery matter; (3) creating a preservation notice and/or a survey; and (4) communicating, via a network, information associated with the preservation notice and/or the survey to the custodian at a data storage device accessible to the custodian.

公开(公告)号：SG165279A1

公开(公告)日：2010-10-28

申请号：SG2010021343

申请日：2010-03-26

Applicant: BANK OF AMERICA

Inventor： TOOMEY BRIAN L ,  HOBART ERIC B ,  MAYER MICHAEL J ,  WHALEN JOHN N JR

Abstract: Embodiments of the invention relate to systems, methods, and computer program products determining suggestive preservation notice or survey recipients in an electronic discovery system. The determination is based on a comparison of data, such as personnel data or like, associated with individuals previously identified as preservation notice or survey recipients and individuals currently added to the case, referred to as potential custodians. Additional embodiments of the invention provide for determining preservation notice recipients based additionally upon previous preservation notice and/or survey history of the potential custodians.