Open Text has patented a case management system with a hierarchical document permission model. The system allows for defining document roles and permissions within a document hierarchy, enabling efficient case management instances. The technology involves a processor, storage device, and user interface for developing and implementing case models. GlobalData’s report on Open Text gives a 360-degree view of the company including its patenting strategy. Buy the report here.

According to GlobalData’s company profile on Open Text, AI for workflow management was a key innovation area identified from patents. Open Text's grant share as of April 2024 was 87%. Grant share is based on the ratio of number of grants to total number of patents.

Hierarchical document permission model for case management system

Source: United States Patent and Trademark Office (USPTO). Credit: Open Text Corp

A recently granted patent (Publication Number: US11973760B2) discloses a case model system that includes a storage device for storing case model definitions and a processor that provides a user interface for developing case models. The user can interact with the interface to define a document hierarchy and a document permission model associated with the document hierarchy. The system processes this information to generate a data structure that represents the case model in a format compatible with a case management system. This data structure is used to instantiate a case instance based on the defined model and set document level hierarchical permissions on the document portions.

Furthermore, the system includes a visual developer tool that enables developers to define the case model through a user-friendly interface. This interface can be accessed via a network communication interface of the case management system, such as a web interface that allows developers to access the tool using a browser. Additionally, the system offers a problem-domain-specific interface that prompts developers for the problem domain and provides access to domain-specific elements to assist in defining the case model. The data structure generated by the system is in the form of an XML data file that encapsulates the case model definition, ensuring compatibility with the case management system for instantiating case instances and setting permissions on document portions.

To know more about GlobalData’s detailed insights on Open Text, buy the report here.

Premium Insights


The gold standard of business intelligence.

Blending expert knowledge with cutting-edge technology, GlobalData’s unrivalled proprietary data will enable you to decode what’s happening in your market. You can make better informed decisions and gain a future-proof advantage over your competitors.


GlobalData, the leading provider of industry intelligence, provided the underlying data, research, and analysis used to produce this article.

GlobalData Patent Analytics tracks bibliographic data, legal events data, point in time patent ownerships, and backward and forward citations from global patenting offices. Textual analysis and official patent classifications are used to group patents into key thematic areas and link them to specific companies across the world’s largest industries.