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：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.