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Network-based bookmark management and web-summary system    

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United States Patent7085997   
Link to this pagehttp://www.wikipatents.com/7085997.html
Inventor(s)Wu; Jonathan (Mountain View, CA), Rajan; Sreeranga P. (Santa Clara, CA)
AbstractA network-based URL management and data gathering system is provided. The system utilizes a client-side utility for capturing URLs during normal Web browsing, and a server-side utility for organizing and managing the captured URLs on the network. The server-side utility periodically sends a request to a proxy browsing and data gathering utility for navigating to and retrieving data from Web pages associated with the captured URLs. Data retrieved from the Web pages is returned in summary form for presentation to subscribing users. In preferred embodiments, the system is practiced on the Internet network between users operating an Internet-capable appliance having an Internet connection, and an Internet portal service.
   














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Patent Text Patent PDF Print Page Summary File History
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Inventor     Wu; Jonathan (Mountain View, CA) , Rajan; Sreeranga P. (Santa Clara, CA)
Owner/Assignee     Yodlee.com (Sunnyvale, CA)
Patent assignment
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Company News
Publication Date     August 1, 2006
Application Number     09/575,491
PAIR File History     Application Data   Transaction History
Image File Wrapper   Patent Term   Fees
Litigation
Filing Date     May 18, 2000
US Classification     715/501.1 709/224 715/526
Int'l Classification    
Examiner     Bashore; William
Assistant Examiner    
Attorney/Law Firm     Boys; Donald R. Central Coast Patent Agency, Inc.
Address
Parent Case     CROSS-REFERENCE TO RELATED DOCUMENTS The present invention is a continuation in part (CIP) to a U.S. patent application Ser. No. 09/323,598 entitled "Method and Apparatus for Obtaining and Presenting WEB Summaries to Users" filed on Jun. 1, 1999, now U.S. Pat. No. 6,199,077, which is a CIP to a U.S. patent application Ser. No. 09/208,740 entitled "Method and Apparatus for Providing and Maintaining a User-Interactive Portal System Accessible via Internet or other Switched-Packet-Network" filed on Dec. 8, 1998, now U.S. Pat. No. 6,412,073, disclosure of which is incorporated herein in its entirety herein by reference. It is also a CIP to U.S. patent application Ser. No. 09/550,348, filed Apr. 14, 2000, entitled "Method and Apparatus for Providing Auto-Registration and Service Access to internet Sites for Internet Portal Subscribers".
Priority Data    
USPTO Field of Search     715/501.1 715/526 709/224 707/10
Patent Tags     network-based bookmark management web-summary
   
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6633910
Rajan et al.

Oct,2003

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Manohar et al.

Jun,2003

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Satyavolu et al.

Feb,2003

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Rangan

Jun,2002

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Inala et al.

Mar,2001

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Burke

Feb,2000

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Dec,1999

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Iyengar

Oct,1999

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 Claims Submit all comments and votes
 


What is claimed is:

1. A system for network-based management and data summarization by a third party system for a client comprising: a client-side component capturing URLs and username and password pairs entered by the client for login during Internet navigation by the client to two or more websites; a server-side component operating at the third party system receiving the captured URLs and associated username and password pairs used to log on to those individual Websites from the client-side component for each of the individual websites captured by the client-side component; and a navigation and data-gathering component executed by the third party system navigating to the websites associated with the captured URLs and username and password pairs, logging in as the user, and gathering information from the Web pages.

2. The system of claim 1, wherein the network is the Internet network.

3. The system of claim 2, wherein the client-side component is a network-capable utility separate from a standard book-marking utility.

4. The system of claim 2, wherein the client-side component is integrated with a standard book-marking utility.

5. The system of claim 2, wherein the client-side component is a plug-In adapted to a Web browser.

6. The system of claim 2, wherein the navigation and data-gathering component navigates to a WEB page associated with the URL and returns an HTML summary of information from the Web page.

7. A computer implemented method for practicing network-based management and data summarization by a third party system for a client comprising the steps of: (a) capturing, by a first software-enabled computer function transparent to the client, URLs and user name and password pairs associated with Web pages during Internet navigation by the client to two or more Websites; (b) sending, by a second software-enabled computer function transparent to the user, the captured URLs and user name and password pairs to a third party system over a network connection to a Web-based server; (c) associating the captured URLs with other URLs contained in a list of URLs at the Web-based server; (d) initiating a request referencing the URLs and sending the request to a proxy navigation and data-gathering utility; and (e) navigating to a Web page or pages associated with the URLs, logging in using the user name and password pairs, and obtaining specific content and other data from the Web page and returning the data in summary form to the client, all by a third software-enabled computer function.

8. The method of claim 7 wherein in step (a), the URL is sent both to the network and to a machine cache residing on a user's machine.

9. The method of claim 7 wherein in step (b), the Web-based server is a proxy server.

10. The method of claim 7 wherein a step is added between steps (d) and (e) enabling a user to edit a navigation request.
 Description Submit all comments and votes
 


BACKGROUND OF THE INVENTION

The information network known as the World Wide Web (WWW), which is a subset of the well-known Internet, is arguably the most complete source of publicly accessible information available. Anyone with a suitable Internet appliance such as a personal computer with a standard Internet connection may access (go on-line) and navigate to information pages (termed web pages) stored on Internet-connected servers for the purpose of garnering information and initiating transactions with hosts of such servers and pages.

Many companies offer various subscription services accessible via the Internet. For example, many people now do their banking, stock trading, shopping, and so forth from the comfort of their own homes via Internet access. Typically, a user, through subscription, has access to personalized and secure WEB pages for such functions. By typing in a user name and a password or other personal identification code, a user may obtain information, initiate transactions, buy stock, and accomplish a myriad of other tasks.

One problem that is encountered by an individual who has several or many such subscriptions to Internet-brokered services is that there are invariably many passwords and/or log-in codes to be used. Often a same password or code cannot be used for every service, as the password or code may already be taken by another user. A user may not wish to supply a code unique to the user such as perhaps a social security number because of security issues, including quality of security, that may vary from service to service. Additionally, many users at their own volition may choose different passwords for different sites so as to have increased security, which in fact also increases the number of passwords a user may have.

Another issue that can plague a user who has many passworded subscriptions is the fact that they must bookmark many WEB pages in a computer cache so that they may quickly find and access the various services. For example, in order to reserve and pay for airline travel, a user must connect to the Internet, go to his/her book-marks file and select an airline page. The user then has to enter a user name and password, and follow on-screen instructions once the page is delivered. If the user wishes to purchase tickets from the WEB site, and wishes to transfer funds from an on-line banking service, the user must also look for and select the personal bank or account page to initiate a funds transfer for the tickets. Different user names and passwords may be required to access these other pages, and things get quite complicated.

Although this preceding example is merely exemplary, it is generally known that much work related to finding WEB pages, logging in with passwords, and the like is required to successfully do business on the WEB.

A service known to the inventor, and described in the related case Ser. No. 09/208,740 listed under the cross-reference to related documents section, provides a WEB service that allows a user to store all of his password protected pages in one location such that browsing and garnering information from them is much simplified. A feature of the above service allows a user to program certain tasks into the system such that requested tasks are executed by an agent (software) based on user instruction. The service stores user password and log-in information and uses the information to log-in to the user's sites, thus enabling the user to navigate without having to manually input log-in or password codes to gain access to the links.

The above-described service uses a server to present a user-personalized application that may be displayed as an interactive home page that contains all of his listed sites (hyperlinks) for easy navigation. The application lists the user's URL's in the form of hyperlinks such that a user may click on a hyperlink and navigate to the page wherein login, if required, is automatic, and transparent to the user.

The application described above also includes a software agent that may be programmed to perform scheduled tasks for the user including returning specific summaries and updates about user-account pages. A search function is provided and adapted to cooperate with the software agent to search user-entered URL's for specific content if such pages are cached somewhere in their presentable form such as at the portal server, or on the client's machine.

An enhancement to the system described above and known to the inventors is taught in Ser. No. 09/323,598, also included in the cross-reference section. In this teaching a summary software agent is provided to execute on the Portal server. The summary software agent is adapted to access Internet destinations, retrieve information according to pre-programmed criteria, and summarize the retrieved information for delivery to the subscriber.

In addition to the summary agent, a configuration and initiation interface is provided for a subscriber to set up and start a summary search. Summary searches may be configured for individual clients as templates stored and retrieved at the Internet-connected server. In some cases summary information is stored to be later downloaded at request of the subscriber, and in others the information is immediately pushed to the client/subscriber. Also in some embodiments automatic log-ins are performed for the subscriber at each Internet site according to a data stored for the subscriber at the Portal server.

It has occurred to the inventor that in addition to ordering WEB-summaries from a service through an interactive configuration and initiation interface, a user may desire that certain URLs be periodically summarized for content without the prerequisite of user configuration of the site for obtaining the information. Further, a user may desire to be empowered with control ability to effect or cancel such action without having to navigate to a special section of the service's Portal server for the purpose of deleting or editing information stored in user-profiled sites.

What is clearly needed is a network-based bookmark management and WEB-summary system that may be controlled from a single user interface while a user is actively browsing the Internet. Such a system would empower users with an efficient method for ordering periodic and automatic WEB-summaries for certain WEB-sites without the pre-requisite of pre-configuration.

SUMMARY OF THE INVENTION

According to an embodiment of the present invention, a software application for network-based management and data summarization of user-selected URLs is provided. The software application includes a client-side utility for capturing a URL displayed in a browser window during Internet navigation, a server-side utility for receiving URLs captured by the client-side utility, and a navigation and data-gathering utility for navigating to and gathering data from Web pages associated with the captured URLs.

In preferred embodiments, a user operating the client-side utility captures a URL during Web browsing wherein the URL is sent to the server-side utility at which time it may be utilized by the navigation and data-gathering utility for proxy navigation to a Web page associated with the URL and gathering data therefrom.

In one aspect, the client-side utility is a network-capable utility separate from a standard book-marking utility. In other embodiments, the client-side utility is a network-capable utility that is integrated with a standard book-marking utility available in most Web browsers. In a preferred embodiment, the client-side utility is a Java-based plug-in adapted to a Web browser. In this mode, captured URLs are sent to the server-side utility where they are included in a list of URLs managed by the service. In all aspects, the navigation and data-gathering utility navigates to a WEB page associated with the URL and returns an HTML summary.

In another aspect of the present invention, a method for practicing network-based management and data summarization of user-selected URLs is provided. The method includes the steps of, (a) initiating capture of a URL associated with a Web page presented in a browser window while m) browsing the Internet; (b) sending the captured URL information over a network connection to a Web-based server; (c) associating the captured URL information with other URL information contained in a list of URL data; (d) initiating a request containing the URL data and sending the request to a proxy navigation and data-gathering utility; and (e) upon approval of the request, navigating to the Web page or pages associated with the URL data for the purpose of obtaining information from the Web page and returning the information in summary form back to a requesting user.

In one aspect, the URL data is sent both to the network and to a machine cache residing on a user's machine in step a. In another aspect, a step is added between steps d and e enabling a user to edit a navigation request before it is initiated. In all aspects of the present invention, the method is automated once a user has selected a URL using the client-side utility. The method and apparatus of the present invention enables a user to receive periodic data updates associated with favorite Web pages without having to pre-configure each URL for data search and return. Various embodiments of the present invention are detailed below.

BRIEF DESCRIPTION OF THE DRAWING FIGURES

FIG. 1 is an overview of an Internet portal system and network according to an embodiment of the present invention.

FIG. 2 is an exemplary plan view of a personalized Portal home page application as it may be seen on a display monitor according to an embodiment of the present invention.

FIG. 3 is a flow diagram illustrating user interaction with the Internet portal of FIG. 1.

FIG. 4 is a block diagram illustrating a summarization software agent and capabilities thereof according to an embodiment of the present invention.

FIG. 5 is a logical flow chart illustrating an exemplary summarization process performed by the software agent of FIG. 4 operating in a user-defined mode.

FIG. 6 is a logical flow chart illustrating an exemplary summarization process performed by the software agent of FIG. 4 in a User-independent smart mode with minimum user input.

FIG. 7 is a block diagram illustrating function of a bookmark management and WEB-summary system according to an embodiment of the present invention.

FIG. 8 is a block diagram illustrating components and function of an active bookmark application according to an embodiment of the present invention.

FIG. 9 is a flow diagram illustrating user and server side steps for practicing active book-marking and WEB-summarization of book-marked URLs.

DESCRIPTION OF THE PREFERRED EMBODIMENTS

According to a preferred embodiment of the present invention, a unique Internet portal is provided and adapted to provide unique services to users who have obtained access via an Internet or other network connection from an Internet-capable appliance. Such an interface provides users with a method for storing many personal WEB pages and further provides search function and certain task-performing functions. The methods and apparatus of the present invention are taught in enabling detail below.

FIG. 1 is an overview of an Internet portal system 11 and Internet network 13 according to an embodiment of the present invention. Portal system 11, in this embodiment, operates as an ISP in addition to a unique network portal, but may, in other embodiments be implemented as a stand-alone Internet server. In yet other embodiments the service and apparatus described herein may also be provided by such as a search and listing service (AltaVista.TM., Yahoo.TM.) or by any other enterprise hosting a WEB-connected server.

Internet 13 is representative of a preferred use of the present invention, but should not be considered limiting, as the invention could apply in other networks and combinations of networks.

ISP 15 in this embodiment comprises a server 31, a modem bank 33, represented here by a single modem, and a mass storage repository 29 for storing digital data. The modem bank is a convenience, as connection to the server could be by another type of network link. ISP 15, as is typical in the art, provides Internet access services for individual subscribers. In addition to well-known Internet access services, ISP 15 also provides a unique subscription service as an Internet portal for the purpose of storing many WEB pages or destinations along with any passwords and or personal codes associated with those pages, in a manner described in more detail below. This unique portal service is provided by execution of Portal Software 35, which is termed by the inventors the Password-All suite. The software of the invention is referred to herein both as the Portal Software, and as the Password-all software suite. Also, in much of the description below, the apparatus of the invention is referred to by the Password-All terminology, such as the Password-All Server or Password-All Portal.

ISP 15 is connected to Internet 13 as shown. Other equipment known in the art to be present and connected to a network such as Internet 13, for example, IP data routers, data switches, gateway routers, and the like, are not illustrated here but may be assumed to be present. Access to ISP 15 is through a connection-oriented telephone system as is known in the art, or through any other Internet/WEB access connection, such as through a cable modem, special network connection (e.g. T1), ISDN, and so forth. Such connection is illustrated via access line 19 from Internet appliance 17 through modem bank 33.

In a preferred embodiment a user has access to Internet Password-All Portal services by a user name and password as is well known in the art, which provides an individualized WEB page to the subscriber. In another embodiment wherein a user has other individuals that use his or her Internet account, then an additional password or code unique to the user may be required before access to portal 31 is granted. Such personalized Portal WEB pages may be stored in repository 29, which may be any convenient form of mass storage.

Three Internet servers 23, 25, and 27, are shown in Internet 13, and represent Internet servers hosted by various enterprises and subscribed to by a user operating appliance 17. For example, server 23 may be a bank server wherein interactive on-line banking and account managing may be performed. Server 25 may be an investment server wherein investment accounts may be created and managed. Server 27 may be an airline or travel server wherein flights may be booked, tickets may be purchased, and so on. In this example, all three servers are secure servers requiring user ID and password for access, but the invention is not necessarily limited to just secure services.

In a preferred embodiment of the present invention, a subscribing user operating an Internet-capable appliance, such as appliance 17, connects to Password-All Portal system 11 hosted by ISP 15, and thereby gains access to a personalized, interactive WEB page, which in turn provides access to any one of a number of servers on Internet 13 such as servers 23, 25, and 27, without being required to enter additional passwords or codes. In a preferred embodiment the software that enables this service is termed Password-All by the inventors. Password-All may be considered to be a software suite executing on the unique server, and in some instances also on the user's station (client). Additional interactivity provided by portal software 35 allows a connected user to search his listed pages for information associated with keywords, text strings, or the like, and allows a user to program user-defined tasks involving access and interaction with one or more Internet-connected servers such as servers 23, 25, and 27 according to a pre-defined time schedule. These functions are taught in enabling detail below.

FIG. 2 is an illustration of a personalized portal page as may be seen on a display monitor according to an embodiment of the present invention, provided by Password-All Portal software 35 executing on server 31, in response to secure access by a subscriber. Page 32 presents an interactive listing 34 of user-subscribed or member WEB pages, identified in this example by URL, but which may also be identified by any convenient pseudonym, preferably descriptive, along with user name and typically encrypted password information for each page. Listed in a first column under destination, are exemplary destinations LBC.com, My Bank.com, My Stocks.com, My shopping.com, Mortgage.com, and Airline.com. These are but a few of many exemplary destinations that may be present and listed as such on page 33. In order to view additional listings listed but not immediately viewable from within application 33, a scroll bar 35 is provided and adapted to allow a user to scroll up or down the list to enable viewing as is known in the art.

Items listed in list 34 in this example may be considered destinations on such as servers 23, 25, and 27 of FIG. 1. Typically the URL associated with an item on this list will not take a user to a server, per se, but to a page stored on a server. User names and password data associated with each item in list 34 are illustrated in respective columns labeled user name, and password, to the right of the column labeled destination. Each listing, or at least a portion of each listing, is a hyperlink invoking, when selected, the URL to that destination. In some instances a particular service may have more than one associated URL. For example, My Bank.com may have more than one URL associated for such as different accounts or businesses associated also with a single subscriber. In this case there may be a sub-listing for different destinations associated with a single higher-level listing. This expedient is not shown, but given this teaching the mechanism will be apparent to those with skill in the art.

In some embodiments one page 33 may be shared by more than one user, such as a husband and wife sharing a common account and subscription. An instance of this is illustrated herein with respect to the server labeled Mortgage.com wherein both a John and a Jane Doe are listed together under the column labeled user name. In another embodiment, a network of individuals, perhaps business owners, authorized co-workers, investment parties, or the like may share one application. In this way, at system 11 may be adapted for private individuals as well as business uses.

After gaining access to application 33 which is served via Internet portal server 31 of FIG. 1, a user may scroll, highlight, and select any URL in his or her list 34 for the purpose of navigation to that particular destination for further interaction. Application 33 already has each password and user name listed for each URL. It is not necessary, however, that the password and user name be displayed for a user or users. These may well be stored transparently in a user's profile, and invoked as needed as a user makes selections. Therefore, a user is spared the need of entering passwords and user names for any destinations enabled by list 34. Of course, each list 34 is built, configured and maintained by a subscribing user or users, and an editing facility is also provided wherein a user may edit and update listings, including changing URL's adding and deleting listings, and the like.

In another aspect of the invention new listings for a user's profile, such as a new passthrough to a bank or other enterprise page, may be added semi-automatically as follows: Typically, when a user opens a new account with an enterprise through interaction with a WEB page hosted by the enterprise, the user is required to provide certain information, which will typically include such as the user's ID, address, e-mail account, and so forth, and typically a new user name and password to access the account. In this process the user will be interacting with the enterprise's page from his/her browser. A Password-All plug-in is provided wherein, after entering the required information for the new enterprise, the user may activate a pre-determined signal (right click, key stroke, etc.), and the Password-All suite will then enter a new passthrough in the user's Password. All profile at the Password-All Portal server.

In a related method for new entries, the enterprise hosting the Password-All Portal may, by agreement with other enterprises, provide log-in and sign-up services at the Password-All Portal, with most action transparent to the user. For example, there may be, at the Password-All Portal, a selectable browser list of cooperating enterprises, such as banks, security services, and the like, and a user having a Password-All Portal subscription and profile may select among such cooperating enterprises and open new accounts, which will simultaneously and automatically be added to the Password-All Portal page for the user and to the server hosted by the cooperating enterprise. There may be some interactivity required for different accounts, but in the main, much information from the user's profile may be used directly without being re-entered.

The inventors have anticipated that many potential users may well be suspicious of providing passwords and user names to an enterprise hosting a Password-All Portal Server executing a service like Password-All according to embodiments of the present invention. To accommodate this problem, in preferred embodiments, it is not necessary that the user provide the cleartext password to Password. All. Instead, an encrypted version of each password is provided. When a user links to his passthrough page in Password-All at the Password-All Portal server, when he/she invokes a hyperlink, the encrypted password is returned to the user's system, which then, by virtue of the kept encryption key or master password, invokes the true and necessary password for connection to the selected destination. It is thus not necessary that cleartext passwords be stored at the Password-All Portal server, where they may be vulnerable to attack from outside sources, or to perceived misuse in other ways as well.

In a related safety measure, in a preferred embodiment of the invention, a user's complete profile is never stored on a single server, but is distributed over two or more, preferably more, servers, so any problem with any one server will minimize the overall effect for any particular user.

Password-All, as described above, allows a user to access a complete list of the user's usual cyberspace destinations, complete with necessary log-on data, stored in an encrypted fashion, so a user may simply select a destination (a hyperlink) in the Password-All list, and the user's browser then invokes the URL for the selected destination. In an added feature, Password-All may display banner ads and other types of advertisement during the navigation time between a hyperlink being invoked and the time the destination WEB page is displayed.

In yet another embodiment of the invention, a user/subscriber need not access the Password-All page to enjoy the advantages of the unique features provided. In this variation, a Plug-In is provided for the subscriber's WEB browser. If the subscriber navigates by use of the local browser to a WEB page requiring a secure log-in, such as his/her on-line banking destination, when the subscriber is presented with an input window for ID and Password, the plug in may be activated by a predetermined user input, such as a hot key or right click of the mouse device. The plug-in then accesses, transparently, the Password-All page (which may be cached at the client), and automatically accesses and provides the needed data for log-on.

In yet another aspect of the invention a search option 37 allows a user to search list 34 for specific URL's based on typed input such as keywords or the like. In some cases, the number of URL's stored in list 34 can be extensive making a search function such as function 37 an attractive option. A criteria dialog box 51 illustrated as logically separated from and below list 34 is provided and adapted to accept input for search option 37 as is known in the art. In one embodiment, search option 37 may bring up a second window wherein a dialog box such as box 51 could be located.

In another aspect of the invention the search function may also be configured in a window invoked from window 33, and caused to search all or selected ones of listed destinations, and to return results in a manner that may be, at least to some extent, configured by a user. For example, a dialog box may be presented wherein a user may enter a search criteria, and select among all of the listed destinations. The search will then be access each of the selected destinations in turn, and the result may be presented to the user as each instance of the criteria is found, or results may be listed in a manner to be accessed after the search.

Preferably the search function is a part of the Password-All Portal software, available for all users, and may be accessed by hyperlinks in user's personal pages. In some embodiments users may create highly individualized search functions that may be sto