US 5,555,346 AGrant

Event-Driven Rule-Based Messaging System

Issue Date:1996-09-10

•22 Claims

•16 Drawing Sheets

Abstract

A flexible, event driven and conditional rule based mail messaging system which can be transparently implemented for use in electronic mail applications. A rule mechanism is implemented having a "When-If-Then" event-driven, conditional, action-invoking paradigm or "triplet" which permits definition of a repertoire of events considered to be significant events upon which to trigger actions in the electronic mail messaging system. Each particular event may be associated with a specific mail message and/or rules to promote efficient mapping of messages, events and rules so that only rules associated with a specific event are invoked upon occurrence of the event. Only relevant rules, i.e. those associated with a satisfied event, need be further processed. A graphical user interface to a structured rule editor facilitates synthesis of rules by a user via a substantially transparent rule engine. A modular architecture for the structured rule editors effects an extensible and portable facility invoking selected rule scripting language to implement various functions in the context of various electronic mail messaging environments.

Metadata

Assignee

Beyond Corporated

Inventors

Kevin C. Gross
Charles J. Digate
Eugene H. Lee

Application Information

Application Number:US 0113468

Filing Date:1993-01-29

Priority Date:1991-10-04

Art Unit:239

Classifications

IPC:

G06F 1518

Field of Search:

39550;51;925;68;76;12;200

Patent Drawings (16 sheets)

Description

Field of the Invention

The present invention relates to an electronic mail messaging system and in particular to a rule based system and rule editor for manipulating messages in the electronic mail messaging system.

Background of the Invention

Rule-based systems are known which use rules, typically "If-Then" sequences, to automatically process or "filter" signal groups transmitted as messages in a computer environment or network. Such systems are generally implemented in the context of electronic mail facilities. The application of rules or the occurrence of an action is triggered upon selected criteria being met. Upon the occurrence of a received and stored mail message satisfying specified conditional criteria set forth in the "If" portion of the statement, such as the mail message being addressed from a selected addressor, the "THEN" portion of the rule or rule set will invoke some action, in some instances directing signal groups comprising the mail message to a designated file or user area. In known systems, the "If-Then" sequences can be constructed using connectors and Boolean operators resulting in relatively complex combinations within and among fields of the sequence.

In one system (ISCREEN), described in A Rule-Based Message Filtering System by Stephen Pollock published in ACM Transactions on Office Information Systems, Vol. 6, No. 3, Jul. 1988, pages 232-254, electronic text mail messages are screened, decisions are made and actions taken in accordance with rules defining procedures typically implemented as part of the manual processing of information generated in an office. A user invokes a rule editor to create rules for providing instructions to the system. The rules include conditions which describe values associated with attributes of a mail message, such as who the mail message is from and/or what it is about. The rules created by the user further include actions which describe what is to be done with mail messages that match the user specified conditions. Typical actions, which in this known implementation are functions of the underlying mail messaging system, include forwarding, filing and deleting the mail message(s).

A special purpose editor invoked by the user to define rules, disadvantageously requires that a specific rule format be learned and adhered to by the user. Specified rules can only be triggered on matching mail message criteria and cannot be triggered based upon the timing of an event, such as the expiration of a time interval. Further, the system requires extensive parsing of user-specified instructions to detect instruction conflicts, completeness and consistency.

Another known system (Object Lens), disclosed in Object Lens: A `Spreadsheet` for Cooperative Work, by Kum-Yew Lai et al published in ACM Transactions on Office Information Systems, 1988, provides various templates for various semi-structured objects which users define and modify to represent information about, among other things, people, tasks, products, and mail messages. Users can create displays to summarize selected information from the semi-structured objects in table or tree formats. A template-based user interface, permits users to interface with an object-oriented data base to see and change objects via interaction with familiar forms or templates. The user, via the templates, constructs conditional rules comprising "If" conditions, which upon satisfaction "Then" result in user-specified actions taking place in accordance with the specified rule(s). The "If-Then" rules can be used to group objects together and can be automatically invoked as "semi-autonomous agents" or methods invoked by the system without user intervention, specified by the user to process information in different ways. Users can create these rule-based agents to be triggered upon the condition of an occurrence, in particular upon receipt of a new mail message. Upon the "If" portion of the rule being satisfied, a further set of rules is applied to a specified collection of objects, semi-autonomously (i.e., automatically but under control by a human user).

However, limited flexibility is provided by this system which only tests occurrences as a conditional ("If") component of a rule. Considerable complexity and inefficiency is also inherent in the system which requires compound conditions ("Ifs") for event triggering, because in addition to every mail message being tested for an occurrence or event which satisfies a first rule, the mail messages must be further tested for other criteria to be satisfied before invoking the action ("Then") portion of the rule.

In addition to having limited event driven capability that results in inflexible and inefficient processing of mail messages, and requiring a user to learn fairly complex rule design and construction schemes, known systems do not have a capability to invoke or "launch" known applications via an event selective rule mechanism.

Summary of the Invention

The present invention provides a flexible, efficient, eventdriven and conditional rule-based system which can be transparently implemented for use, e.g. in electronic mail applications.

A rule mechanism is implemented having a "When-If-Then" event-driven, conditional, action-invoking paradigm or "triplet" which facilitates definition of a repertoire of events considered to be significant events upon which to trigger actions in a system such as an electronic mail messaging system. Particular events may be associated with a specific mail message, and/or rule(s), to promote efficient mapping of messages, events, and rules, so that only rules which monitor a specific event are invoked upon occurrence of the event. Thus, only mail messages and relevant rules (i.e., those having an associated satisfied event) need be further processed.

Further, a graphical interface is presented to the user to permit "point and click" or cursor controlled synthesis or design and invocation of underlying structured rule editors or rule set(s), via a substantially user transparent rule mechanism. The user can invoke structured rules and rule sets without learning a complex rule language and editor. Such structured rule editors can be implemented according to an extensible and portable architecture that permits rule synthesis in mail messaging environments wherein the underlying rule scripting language is transparent to the user.

Still further, the rule mechanism has a capability to permit a user to invoke or "launch" a concurrent process or application from within the event selective rule mechanism. The action or THEN portion of a rule can specify a launch verb which provides a springboard to off-the-shelf application software, such as a spreadsheet program, word processor or the like, permitting the user to launch automatically into the application via the rule mechanism and to automatically re-enter the messaging system from the launched application.

Features of the invention include a simple user interface to an efficient, powerful and sophisticated rule based messaging system. While simple user interfaces are available which synthesize rules via the underlying structured rule editor, extensive rule syntax permits external text editors to be used to create interfaces for importation into the system. A customizable icon bar provides shortcuts for configuring the rule mechanism and effects the firing or invocation of a rule via the user interfacing with the icon bar. Other features and aspects of the invention are explained in BEYONDMAIL Electronic Mail for Productive Workgroups: Rule Book; User Guide; and Administration Guide, and BeyondMail for Windows Release 1.0/MHS: Rule Book; User Guide; Administration Guide, and BeyondMail Forms Designer, which are incorporated herein by reference.

Description of the Drawing

These and other features and advantages of the present invention will become more apparent in light of the following detailed description of an illustrative embodiment thereof, as illustrated in the accompanying drawing of which:

FIG. 1 is a simplified block diagram of components of a rule based message handling system;

FIG. 2 is a diagrammatic representation of a client-server implementation of the rule based message handling system of FIG. 1;

FIGS. 3a-3h are illustrations of data structures for implementing an event component of a rule in the rule based messaging system of FIG. 1;

FIGS. 3i is an illustration of a Dynamic Data Exchange (DDE) event data structure;

FIGS. 3j and 3k are illustrations of data structures for implementing manual and dropped event components of a rule, respectively;

FIG. 4 is a diagrammatic representation of an event selective rule mechanism of the message handling system of FIG. 1;

FIG. 5 is a block diagram of the event mechanism of the rule based message handling system of FIG. 1;

FIG. 6 is a system overview block diagram of the rule based message handling system of FIG. 1;

FIG. 7 is a graphic user interface for a tickle feature implementing a structured rule editor;

FIG. 8 is a diagrammatic representation of a tickler graphical user interface and associated event data structure;

FIG. 9 is a block diagram of the rule based system of FIGS. 4 and 5 effecting a tickler feature as depicted in FIG. 8;

FIG. 10 is a structured rule editor template, synthesized rule syntax and representative byte-code stream illustrative of a message clerk structured rule editor;

FIG. 10a is a generic block diagram illustrative of structured rule editor compilation;

FIGS. 10b-10e are user interface templates for autoforward, while I'm out, and out of the office structured rule editors;

FIG. 10f is a user interface template for a folder clerk structured rule editor;

FIGS. 11a-11d are block diagrams of structured rule editors modularly implemented in various mail messaging systems;

FIGS. 12a and 12b are illustrations of form mode and text mode formats for creating rules, respectively; and

FIG. 12c is a block diagram of an external structured rule editor mode for rule creation.

Detailed Description

A rule based messaging system, as illustrated in FIG. 1, is implemented in computer based systems and typically in networked personal computer systems. The personal computer system, such as an IBM PC or other computer, includes an operating system, such as Novell Netware and/or Microsoft Windows, upon which an electronic mail protocol such as MHS is installed to facilitate mail message processing among computers connected via the network facilities. A rule based messaging mechanism 10, comprises a rule mechanism and interface 12 to the electronic mail driver. The rule based messaging mechanism 10 is accessible to a user through a user interface 14, such as templates as known in the art or through a graphical user interface as described hereinafter.

In one embodiment, as illustrated in FIG. 2, a client-server architecture is implemented. Various rule mechanism resources 13 and the user interface 14 are served by a messaging transport access layer 16. In conjunction with an integral electronic mail driver component 18 available to the rule based messaging mechanism 10, the message transport access layer 16 serves as an application program interface which integrates the rule mechanism 10 with the particular electronic mail application running with the network software, facilitating mail message access between the rule mechanism resources 13 and the electronic mail application.

The rule mechanism resources 13 implement actions on a mail message (i.e. cause something to be done) based upon an evaluation of a condition, effected upon the occurrence of a particular event. The structure of every rule, whether user specified or invoked under a graphical user interface, can be diagrammed as:

The WHEN event field permits specification of classes of occurrences and/or various types of mail messages which will invoke the rule segment defined in the corresponding IF(condition).fwdarw.THEN(action) fields of a specified rule. Events trigger the processing of conditions and actions and enable efficient mapping of messages, events and rules.

The events may be a function of a timer integral with the system, or a function of a folder destination of a particular message, or a function of the form of a mail message according to the mail messaging system. Additionally, events may be any of various occurrences of a user interacting with a user interface, such as manually clicking a mouse on a portion of a graphical interface, or dragging and dropping an icon on a drop well portion of a graphical interface, or the like. Various and numerous events as discussed hereinafter, can be specified to trigger evaluation of a condition and invocation of corresponding action(s). Preferably event types will accommodate respective operands to permit further specification of relevant messages to be considered for rule invocation, to further enhance the efficiency of the rule mechanism. Event types, described hereinafter, are created and processed by an event manager using a common set of data structures and routines.

A NEW message event type (WHEN NEW), is used to specify application of rules to a new message which has been received by the electronic mail application over a network mail transport agent (MTA) and placed in a message store. Upon receipt of a message packet from the MTA over the network interface (i.e. a NEW message), a NEW message event is created by the event manager, according to a data structure illustrated in FIG. 3a. The NEW message event is created indicating the date and time of receipt of the new message. A message identifier or unique identifier (UID) is included in the NEW event to point to the message (which may be stored using the host operating system filing facilities) associated with the NEW message event. The NEW message event is stored to an event queue to be processed as discussed hereinafter.

Upon specification for rule invocation, the NEW event can be further limited by including operands which specify a particular kind or FORM of message for application of the corresponding rule. The ultimate functionality is that a rule is triggered upon receipt of a message of a particular FORM in an Inbox or other new message initial repository.

A rule can be triggered in accordance with the event portion of the rule mechanism, when a message has been read for the first time, by specifying a WHEN READ event as a limitation of a rules evaluation and application. A READ message event is created according to the data structure illustrated in FIG. 3b. In addition to the date and time when the message was first read, the READ message event is created by the event manager to have a unique identifier for the associated message. The UID includes specification of a folder, as the message may have been moved previously and reside in a folder other than the Inbox. A WHEN READ limited rule can also be further limited by specification of operands to limit the FORM of the message to which the rule is applied and to limit the application of the rule to messages in a particular FOLDER.

Similarly, a rule can be triggered upon a message being FILED, according to a FILED message event having an associated data structure as illustrated in FIG. 3c, which is substantially the same as the data structure for the READ message event. Optionally, as with the hereinbefore described WHEN NEW and WHEN READ limitations, the WHEN FILED rule can be limited for application to a message of a particular FORM and/or destined for a particular FOLDER.

Rule application limiting message kinds, i.e. FORMs of messages, which can be used to further limit the application of rules when the event occurrence specified is NEW, READ or FILED, are limited by the repertoire of forms (and folders) available in the messaging system. In the present illustrative embodiment, the WHEN NEW, READ and FILED event limitations can be further limited, to limit application of rules to message kinds of a FORM supported by conformance to the illustrative MHS system protocol and/or those provided for in the present mail messaging application. Message forms, which are extensible and which can be specified for further limitation of the invocation of corresponding rules include: memo, phone message, reply and request form, among others. Default settings can be established for limitations on events so that operands need not be specified.

Timed events can be used to trigger a rule or rules limiting invocation of the rule mechanism. A timer is integrated with the present rule based messaging system and used to implement PERIODIC rules. Periodic occurrence triggers corresponding rules every passage of a specified number of minutes/hours/days/weeks/months, as specified in the event portion of the rule. A PERIODIC event data structure, illustrated in FIG. 3d, does not point to a message, but has a rule pointer or tag which points to a rule in a rule data base for invocation of an action or sequence of actions. The periodic occurrence is limited to a specified time period by providing a PERIOD operand, which specifies the time basis upon which the event occurs.

A TIMER event is defined in a data structure as illustrated in FIG. 3e which includes a date and time when the event is to get noticed. A UID identifies a message associated with the event and a rule pointer points to a rule in the rule data base which contains an action or sequence of actions to be taken with respect to the message, on a one time basis when the specified date and time occurs.

A TICKLER event can be implemented in the present rule based messaging system in a manner similar to TIMER events. For example, the system can be instructed, upon the occurrence of the TICKLER event, to move a message to a "today" folder on a specific date and to "tickle" the user as to the significance of the message. The tickler data structure, illustrated in FIG. 8 and described more fully with respect to system architecture hereinafter, includes a unique identifier of a message which is associated with the TICKLER event. Additionally, the tickler data structure includes a pointer to a rule or rule sets having conditions which are tested and actions that are executed upon processing of the event and satisfaction of the conditions.

Messaging system application start-up and exiting can be specified as events to trigger rules, in accordance with data structures illustrated in FIGS. 3f and 3g. STARTUP and EXITING events are only initiated upon an event queue search at the respective occurrence. Neither occurrence requires nor permits the specification of an operand. The STARTUP event is queued and invokes corresponding rules when the messaging system processes the in-queue STARTUP event at messaging system application start-up. Similarly, the EXITING event causes rules, which match the event type, to be invoked when the messaging system is being exited.

An event called a "BUTTON" event is created and queued upon sensing user interface actions, such as mouse pointing and clicking. A BUTTON event type, having a data structure as illustrated in FIG. 3h, includes an event time and date field which specifies when a user interface management system, as known in the art, sensed the event occurrence, i.e the clicking on a button within a portion of a graphical user interface (form) or screen that is representative of a message. The data structure includes a unique identifier (UID) pointing to the message associated with the form or interface containing the button which was affected. A pointer is associated with the button, that points to a rule or rule set in a rule database which contains the conditional(s) tested and action(s) executed upon occurrence of the associated BUTTON event.

Events, according to the present invention, can be implemented to invoke IF.fwdarw.THEN sequences upon external occurrences. As illustrated in FIG. 3i, an event can be synthesized based on inter-application communication (IAC). Facilities are known, such as Microsoft's Windows Dynamic Data Exchange (DDE) described in Microsoft WINDOWS SOFTWARE DEVELOPMENT KIT Guide to Programming For the Microsoft Windows Operating System, published by Microsoft Corporation which is incorporated herein by reference, which permit the exchange of data between disparate applications programs. The mail messaging system can act as a client application and exchange data or parameters with a DDE server application, as described in the referenced Guide for Programming. The two applications, one of which is the mail messaging system according to the invention, involved in dynamic data exchange, are engaged in a "DDE conversation".

An event synthesizer component of the event manager described hereinafter, responsive to a DDE cooperating application, creates a DDE Advise event according to the data structure illustrated in FIG. 3i. The data structure of the DDE Advise event includes a time and date field that indicates when the event data structure is synthesized upon the mail messaging system according to the invention becoming a client of, i.e. initiating the cooperating DDE server application in a conversation. The data structure includes a conversation field which points to or identifies a DDE conversation with the DDE server application. Server or application, topic, and item fields further identify the conversation between the client and server. The client and server exchange parameters or data which are pointed to by a data field of the DDE Advise event data structure. The data or parameters exchanged are a function of the nature of the server application with which the mail messaging system is in conversation. The DDE Advise event synthesized is processed by the event manager with other events as discussed hereinafter. Associated rule(s) or rule sets in the rule data base invoke action(s) upon the occurrence of the DDE Advise event being processed and satisfying specified conditional criteria.

MANUAL and DROPPED events, data structures of which are illustrated in FIGS. 3j and 3k, respectively, provide event mechanism facilities for effecting occurrences to trigger rules by "manually" selecting rule(s) or rule set(s) to fire, and/or dragging and dropping icons to fire rules or rule sets, respectively.

The MANUAL event, similar to a button event described hereinbefore, effects an event facility for firing a rule, i.e. testing conditions and invoking associated actions upon satisfaction thereof, by clicking or pushing a button to enable interact with the event mechanism. The MANUAL event data structure (FIG. 3j) includes a field for the time and date when the event occurred, and a pointer to a rule or rule sets including conditions to be tested and actions to be invoked as a result of the occurrence of the event and satisfaction of the condition(s). Unlike the BUTTON event, the MANUAL event data structure does not identify an associated message, as the manual event occurrence is not necessarily a function of message activity.

DROPPED event occurrence, on the other hand, results upon the dragging and dropping of a message icon onto/into a drop well. Thus, the DROPPED event data structure (FIG. 3k), in addition to having a field including the time and date of occurrence of the event, comprises a unique identifier field for the message representation, e.g. icon, that was dragged and dropped to effect the event. Upon dropping the associated message icon in the drop well, a DROPPED event is created by the event manager and queued as discussed hereinafter. Upon processing the DROPPED event, associated conditions are tested and actions taken, if the conditions are satisfied, in accordance with rule(s) or rule set(s) specified and pointed to in the data structure thereof.

MANUAL and DROPPED events permit firing of rules from an icon bar of a graphical user interface that is customizable as described in the referenced mail messaging system documentation. The customizable icon bar can include buttons for effecting MANUAL events and drop wells for effecting DROPPED events. A user can interact with the icon bar to pick up icons to drag and drop to facilitate occurrence of events, or interact with a button to facilitate events, invoking conditions and actions. For instance, messages and folders containing messages can be dropped into rule drop wells to fire rules associated with the messages.

The present messaging system, illustrated in FIG. 4, permits users 30 accessing the messaging application 10 through a network mail transport agent or a user interface(s) 32 to use a rule editor 34 or structured rule editor 34' (discussed hereinafter), to invoke the event mechanism 36 which facilitates efficient mapping of messages, events and rules and assures that only relevant rules and associated messages are further processed by a rule engine 38. Selected rules 40 are then applied to selected message objects 42 to quickly and efficiently control the flow of information for the user of the mail messaging application.

The event mechanism, illustrated in FIG. 5, facilitates the flexible selectivity and efficient processing of rules. The event mechanism comprises an event manager 24 which provides an application program interface for producing and storing events in accordance with the data structures discussed hereinbefore. The events described consist of two basic types, persistent and non-persistent events. Certain event kinds, including STARTUP, EXITING, DDE ADVISE, BUTTON, MANUAL and DROPPED events, are short lived non-persistent events which will not persist across instances of messaging system application execution. Non-persistent events are implemented using a memory based technique, as illustrated in FIG. 5, in which a queue of event records 20 is maintained in memory via an in-memory event manager 22 component of the event manager 24. The non-persistent event records are fetched from and posted to the non-persistent queue 20. The in-memory event manager 22 management of the non-persistent queue assures that the in-memory non-persistent queue 20 can grow and shrink as needed.

Persistent events, such as FILED, READ, NEW, PERIODIC, and TIMER events, which are likely to persist across messaging system application invocations, require a separate storage mechanism. Persistent events are stored in a persistent event queue 28 preferably maintained on disk which is accessed only by a persistent event manager 26 component of the event manager 24.

Event users or clients, such as the messaging transport access layer 16 invoking the event manager 24 via a NEW message event or such as the user interface invoking the event manager 24 via a STARTUP or EXITING event, call the event manager 24 to create events and to fetch events in the system as illustrated in the system overview of FIG. 6. The event manager 24 centralizes policy effecting event creation, consumption and storage, while minimizing the burden placed on clients.

When a new message packet is received over a network at a host having the mail messaging system according to the invention, the network informs the electronic mail application program interface (e-mail API) 18 that there is a packet of information. The e-mail API informs the messaging transport access layer 16 that there is a packet of information comprising a message. The messaging transport access layer 16 receives the information and stores the message, via the host operating system 50, as a file in a message store using the file services of the host. The message access transport layer 16 also calls the event manager 24 which creates a NEW message event in accordance with the data structure discussed hereinbefore, having the date and time received and a UID identifying the message stored. The event manager 24 invokes the persistent event manager 26 which stores the created NEW message event in the persistent event queue 28 for processing by the event manager substantially on a first-in first-out basis.

Other persistent events, i.e. FILED, READ, PERIODIC and BUTTONS, are similarly created and queued via the event manager 24 and persistent event manager 26, to be pulled off the first-in first-out persistent event queue 28 and processed. However, in these cases the user interface 14 is the client of the event manager 24. The user interface 14, in conjunction with a user interface management system 52 (UIMS) as known in the art, monitors occurrences such as the keystrokes or buttons indicative of filing, reading or otherwise manipulating a message, and invokes the event manager 24 and persistent and non-persistent event managers 22, 26 accordingly.

In the case of the user interface 14 invoking the event manager 24 to create a non-persistent event, such as STARTUP or EXITING event, the in-memory event manager 22 is invoked which maintains an in-memory first-in, first-out non-persistent event queue 20. Created events are added at the first-in end of the queue 20 and existing events being processed by the event manager 24 are fetched from the first-out end of the queue 20.

The event manager 24 interfaces with the rest of the system and initializes the in-memory (non-persistent) event queue 20, locates and opens the disk based persistent event queue 28 and synchronizes the non-persistent and persistent queues, effectively merging the queues. The event manager 24 centralizes event policies and transparently implements event prioritization. When an event record is fetched by the event manager 24 for processing, the events are fetched from the queues in accordance with a fixed prioritization, subject to an event-kind filter 54. The event record, used for both posting and fetching events from the queue, comprises various fields including bits indicative of event kind, date/time when the event was posted, type of object for which the event was created and a variant field permitting a memory based non-persistent event to hold a handle to an appropriate object or permitting a disk based persistent event to hold an identifier for an object, e.g. a message in the message store maintained in host memory. The event-kind filter 54 effects an event or bit mask which permits the event manager 24 to fetch events of a certain kind from the queues, limiting the kind of events sought and processed.

Events are fetched from the queue(s) using a priority scheme. Among the events enabled by the event mask (event-kind filter), the oldest event of the highest priority is returned to the event manager for processing first. Highest priority is given to STARTUP and EXITING events, while lesser priority is given the persistent events.

As indicated and illustrated hereinbefore, the ultimate functionality of the WHEN.fwdarw.IF.fwdarw.THEN rule based application is that: under the control of the user interface 14, the occurrence of events causes selected conditions to be tested; when satisfied, the conditions cause actions to be taken; and actions in turn may lead to the occurrence of new events. Little or no understanding of the rule mechanism and its rule language is needed by the ultimate user where a structured rule editor is designed and implemented through a graphical user interface. Structured rule editors are designed and implemented by a designer or programmer familiar with a WHEN.fwdarw.IF.fwdarw.THEN associated rule syntax. The structured rule editor implements rules so that the rule syntax and constructs are not presented to the user (i.e. the rule language, and editor, is transparent to the ultimate user), but appear to be embedded in the system beneath the graphical user interface which affects them. Thus, a higher level abstraction is facilitated wherein interactions with a graphical user interface are translated into a scripting language of a rule mechanism.

Referring now to FIGS. 7-9, an illustrative embodiment of one such structured rule editor is implemented in the context of a system resident tickler feature which enables the user to deal with received messages at a later time specified by the user. The system processes the message(s) and event(s) through automatic invocation of the rule mechanism so that the user is presented with the message to deal with at an appropriate time. Rule mechanism invocation is effected by the user, at the higher level of abstraction, through a graphical user interface.

The user selects the automatic tickle feature during reading, creating, replying or forwarding a message. A graphic user interface associated with the feature, as illustrated in FIG. 7, is presented having various fields available for the user to specify, which effect construction of a rule or rules according to the WHEN.fwdarw.IF.fwdarw.THEN construct discussed hereinbefore. The user is prompted by the higher level abstraction, e.g. the tickler interface, to specify a date and time on which the tickler will take action and to specify a folder into which the message is to be moved at the specified date and time. Optionally, the user can provide a textual reminder or note relating to the tickled message.

The user specified information entered into the tickler interface for the associated message, is used by the user interface 14 to construct a data structure, illustrated in FIG. 8, which defines an action to be invoked upon occurrence of the event, i.e. the tickle date and time. The messaging application 10 as discussed hereinbefore and illustrated in FIG. 9, processes the tickler data structure, including a pointer to the appropriate rule(s) or rule set(s), to construct the rule. The rule, including event, condition and action, is synthesized as the parameters entered into the user interface are passed to the structured rule editor to fill in underlying rule script(s). The rule constructed via the user interface 14 and the structured rule editor 34' is stored in the rule data base 60 accessible on the host operating system 62. The rule constructed is associated with an event, in this case a TICKLER event, which is stored by the event manager 24 in the persistent event queue 28 on disk. The event record stored in the queue points to the associated message, stored in the message store via the message access transport layer 16 and host operating system facilities 62, and points to the associated rule(s) or rule set(s) maintained in the rule database 60.

When the event occurs (i.e. the specified tickler date and time arrive), the event manager 24 fetches the event from the event queue 28 and passes it to the user interface 14, which polled for the occurrence of the event(s). The user interface 14 passes the event to the rule engine 38. The rule engine 38, receiving the event data structure, illustrated in FIG. 8, looks up the event's corresponding condition-action in the rule data base 60 through the host operating system. The rule engine 38 also calls the message store via the message transport access layer 16 and host operating system, to retrieve the message associated with the event. The rule engine 38, given the event occurrence and having the rule and associated message, then executes the rule by effecting performance of the specified action, which in the case of the tickler may be, among other things, an action generated by the structured rule editor to move the message to the folder specified by the user in the tickler graphical user interface.

Other structured rule editors, as described hereinafter, can be flexibly implemented for selectively invoking various conditions and actions in the event of receipt of new messages. In addition to tickler facilitation, new messages can trigger the testing of conditions and invocation of actions to provide a variety of functions within the context of a given electronic mail messaging system.

In the illustrative embodiment described herein, structured rule editors are implemented for automatically forwarding a new message without user intervention ("autoforward"), automatically moving or filing a message ("message clerk"), automatically replying, forwarding and/or resending a message to a remote computer while the user is out of the office ("while I'm out"), and automatically cleaning out folders where messages are filed ("folder clerk"), deleting old messages based on how many there are and how long they have been in the folder. Such services, among others, implemented as structured rule editors, can be extensibly and portably implemented, as discussed hereinafter.

Such services can be invoked with respect to selected messages, based on user specified criteria such as the form of the message, who sent the message, and/or based on one or more words of the subject matter of the message. That is, upon the occurrence of the "event" of a new message, an "action" e.g. filing, forwarding, replying, is effected, "if" the new message is from a selected sender, is of a selected type and/or pertains to selected subject matter. Additionally, upon the occurrence of the event of a new message, the rule engine is invoked, if predefined conditions are met, to effect the action of moving the new message to a predefined area, e.g. folder. A user can specify, via a message clerk user interface 70 such as illustrated in FIG. 10, conditions relating to any new massage which, if satisfied, result in the moving of the new message to a selected folder. The user, by filling in a template, can specify any one or a combination of the conditions to be satisfied and the folder to which the message is to be moved.

Rule synthesis in the context of structured rule editors, as illustrated in FIG. 10a and as discussed with respect to the tickler structured rule editor illustrated in FIG. 10, is begun by interaction of the user with the particular structured rule editor user interface 70. The template selections yield condition tuples 72 representative of the specified condition(s), and actions 74 which are a function of the underlying messaging system. A rule compiler in the rule engine (38, FIG. 4) compiles the synthesized rules into a byte code stream 76 which is stored in the rule data base accessible on the host operating system. The synthesized rule, in this case, has a New Message event data structure (FIG. 3a) associated with it. When the new message event occurs, the representative data structure is created and stored by the event manager (24, FIG. 5) in an event queue. The New Message event record stored in the queue points to a message stored as disclosed hereinbefore.

Similarly, a structured rule editor for forwarding new messages, autoforward, is effective upon the occurrence of a New Message event. The autoforward structured rule editor is initiated by user interaction with an autoforward structured rule editor template or user interface, such as illustrated in FIG. 10b. The autoforward facility, like the message clerk, permits specification of conditions for testing the form(s), sender(s), and subject matter of a new message. Additionally, autoforward permits testing of a new message to see if it was sent directly to the recipient and/or to see if the new message is sent urgent priority. Upon satisfaction of the selected conditions, autoforward will forward or resend the new message to a specified/selected recipient. A forwarded message can be sent with added text to the recipient, whereas a resent message is sent as a new message, without added text or any indication that it is other than an original message.

New messages can be forwarded or replied to automatically i.e., without user intervention, via a "while I'm out" structured rule editor. The user interacts with templates, such as illustrated in FIGS. 10c and 10d, to specify a reply to new messages received while the user is unavailable. The facility is effective during a time period (from:, to:), specified by the user. In one embodiment, illustrated in FIG. 10c, the time period (from:, to:) is typed in alphanumerically to indicate the period during which reply or resending is effective. Alternatively, a graphical interface in the form of a calendar, illustrated in FIG. 10d, permits a user to specify a time period by clicking a mouse on month, date and time indicia.

The "out of the office" feature is a prefabricated set of rules which a user invokes to process electronic mail messages received when the user is not in the office. A simple graphical user interface and associated rule sequence are illustrated in FIG. 10e. When the user selects "out of the office," an interface prompts the user for information including an indication of an "until date" i.e. a date and time until which the user wants the associated rule set invoked upon occurrence of a specified event type. The user can specify a source of messages which will invoke the out of the office rule(s) and can indicate a message that should be transmitted in response to messages from the specified source(s). The out of the office interface, while apparently not a rule specification, results in the synthesis of a rule set, as with the structured rule editors discussed hereinbefore.

The underlying rule set, for the "out of the office" structured rule editor, is event driven according to the invention and operative on NEW type message events only. The conditional (IF) portion of the rule is filled with parameters specified by the user in the interaction with the interface. As illustrated, the structured rule invokes an action (THEN) which creates and sends a message in reply to the messages satisfying the event and condition.

Using a "folder clerk" structured rule editor, invoked in accordance with either a STARTUP or PERIODIC event, non-new messages that accumulate in folders can be automatically tested (i.e. via the "if" portion of a tripartite rule mechanism according to the invention), for deletion from folders (the "action" undertaken if specified conditions are satisfied), based on how many messages there are in the folder and how long the messages have been there. The folder clerk template, illustrated in FIG. 10f, prompts the user to specify a message limit for folders and/or an age in number of days, which when tested may result in the action of deleting messages from the folder.

The structured rule editors, described hereinbefore are classified in rule sets which are prioritized to ensure that certain sets of rules fire before others. The rule engine/rule manager prioritizes while I'm out/out of the office rules over autoforward rules, which are in turn prioritized over message clerk rules. Thus, no conflict between rules occurs. Accordingly, it is functionally possible to receive a new message when out of the office, which will be replied to according to the out-of-the-office structured rule editor, subsequently forwarded according to the autoforward structured rule editor and then filed according to the message clerk structured rule editor.

The structured rule editor facilities can be extensibly and portably implemented in electronic mail messaging systems, such as illustrated in FIGS. 11a-11d. The structured rule editors are configured as a modular add-in application for electronic mail messaging systems and provide automated mailbox management as described hereinbefore. A generic structured rule editor module 90, referring now to FIG. 11a, is modularly integrated with an electronic mail messaging system via an associated structured rule editor application program interface (API) 92.

More particularly as illustrated generally in FIG. 11b, and as discussed hereinbefore, structured rule editors can be implemented modularly in the context of a user agent 94 providing a user interface and rule engine mechanisms for a user to read and compose mail accessible to a network through a host operating system, such as MS-DOS and network operating system such as Novell Netware.

Similarly, the structured rule editors can be modularly implemented through an appropriate API in other environments, such as in the context of Microsoft Mail and associated Mail Application Program Interface (MAPI), illustrated in FIG. 11c, to provide higher level abstractions for manipulating messages using rules, such as WinRules, in accordance with Microsoft Mail Administrator Guide (WG 26123-0692) and Technical Reference, Microsoft Mail Electronic Mail for PC Network (WG 26128-0692), published by Microsoft Corp, and incorporated herein by reference.

An environment such as the Apple Macintosh can be provided with modularly implemented structured rule editors as well, as illustrated in FIG. 11d, in accordance with Inside Macintosh Manual Set, published by Apple Computer Inc. and hereby incorporated by reference. The respective particulars of the various application program interfaces are a function of the particular environment in which the structured rule editor is modularly implemented and are coded accordingly, as appreciated by one of ordinary skill in the art.

Structured rule editors can be designed within the messaging system to reference a message (as with the tickler), or the rule syntax can be adhered to in structured rule editor designs using known external text editors (which obviously cannot reference a specific system resident message).

Within the system, rules are created in two ways according to the WHEN.fwdarw.IF.fwdarw.THEN construct. A form version of rules, as illustrated in FIG. 12a, provides the rule designer or user with a form having specific fields for the designer to fill in by selection, to create the rule(s). Field selection in the form permits the designer to interact with a user interface which partially hides syntax details from the rule designer.

An alternative rule design format, illustrated in FIG. 12b, uses a text mode within the rule editor, in which the rule designer must have familiarity with rule syntax. The more sophisticated user or rule designer can write more complicated rules using expressions having operators not available for selection in the form mode of rule design.

Still further, rule designers have an extensive open rule syntax, as set forth in Appendix I attached hereto and incorporated herein by reference, available externally for rule design. Rules can be created externally by the rule designer, via the syntax, using a text editor and then can be imported into the system for use in message manipulation by the user.

As illustrated in FIG. 12c, a file 80 can be created and edited using an application external to the messaging system, such as Toolbook by Asymetrix Corp. The file 80, created using the referenced syntax, can include graphics and prompts to elicit responses by a messaging system user invoking the externally created rule application. The file 80 represents a structured rule editor which permits the user to invoke rules by interaction with the graphical interface and without any appreciation of rule syntax particularities. The externally text edited file 80 preferably results in an ASCII representation of the rule written according to the prescribed syntax. A messaging system importation facility 82 acts as a compiler which compiles the ASCII/syntax file 80 into a rule file 84 in accord with internally created rules. The rule file 84 is imported into the rule data base 86 for storage with other rules and for invocation upon occurrence of the event specified in the externally created rule.

Externally "prefabricated" rule sets associated with a respective graphical user interface (i.e. structured rule editors) can be used to implement various features in a rule based messaging system, as described hereinbefore.

Launching of known application programs, such as spreadsheet programs, word processing programs and other applications known in the art, can also be achieved from the rule based messaging system according to the invention. Launching, or spawning another application from the executing messaging application is integrated into the rule language by the use of a "launch" verb or action specified in the THEN(condition) portion of the WHEN.fwdarw.IF.fwdarw.THEN triplet.

A file sent or received as an attachment to a mail message, can be viewed and edited in the appropriate off-the-shelf program format by invoking the application program, i.e. launching into the attachment while maintaining the rule based messaging system for re-entry. A launchable attachment is made by making a file, in an off-the-shelf application format (such as Lotus 1-2-3), an attachment to a mail message. Such a file is attached by appending a copy of the file to the desired base message.

The messaging system according to the invention has a launch action which can be specified in the triplet, such as by:

The launch facility executes a known in the art memory switching program called HOLD EVERYTHING by South Mountain Software Inc., described in the Hold Everything user's manual which is incorporated herein by reference. The "application" specified with the launch verb is run on top of the messaging system, which is swapped to extended memory or disk while the application runs. Hold Everything restores the messaging system when the launched application is done. The launch verb, which can be specified for messages received having particular types of attached files for which the relevant application programs are available to the system, can be specified with parameters (i.e. "with keys") that are required as parameters or operands for the application program to be launched.

Although the invention is described in the context of a PC networked via Netware and running MHS electronic mail system, it will be appreciated by those of ordinary skill in the art that the messaging system according to the invention can be implemented via drivers and application program interfaces to various other electronic mail systems, such as DaVinci, 3+Open Mail, Banyan Vines Mail and the like.

While a particular set of "events" such as timer events, startup and exiting, etc, is disclosed herein for triggering rules for invocation, it can be appreciated that additional occurrences can be identified for establishing relevancy of a message for application of a rule, in accordance with the particulars of the underlying messaging system. Events, such as the changing of a message, sending a message, or the meeting of a quota, among others, can be used to trigger the application of a rule. Additionally, the system can be implemented so that user defined events can be specified.

Furthermore, although particular priority of events is discussed herein, alternative event prioritization may be implemented in systems according to the invention having alternative event functionality in alternative applications, as the primary considerations for prioritization are subtleties of the application design.

Message objects are disclosed herein as significant data formats for implementing the present invention. However it will be appreciated that while object data structures are suitable for use in the system described, and those known in the art, other methodologies and data structures, such as structured language data records, can be used in implementing a system according to the invention.

While graphical user interfaces and structured rule editors for tickler features and out of the office replying are illustrated and described herein, it can be appreciated that other structured rule editors, created either within the messaging system or externally, can be effected to implement other features such as scheduling, resource management and the like.

While a launch verb is discussed as integrating a known memory swapping program into the messaging system according to the invention, it will be appreciated that other launching mechanisms could be implemented and that various other verbs could be used to invoke various known application programs.

Although the invention has been shown and described with respect to an illustrative embodiment thereof, it should be understood by those skilled in the art that the foregoing and various other changes, additions and omissions in the form and detail thereof may be made without departing from the spirit and scope of the invention as delineated in the claims. ##SPC1##

Claims

What is claimed is:

1. A method for manipulating a message in an apparatus including a messaging system, said method comprising the steps of: inputting selected information via a user input device into at least one data field; formulating, in response to said selected information input into said at least one data field, at least one rule comprising an event portion, a condition portion, and an action portion; translating said at least one rule into an instruction stream for execution by said apparatus; and executing said instruction stream in said apparatus to manipulate said message in accordance with said instruction stream; wherein said user input device comprises at least one graphical user interface presenting a template, and the step of inputting selected information includes filling in at least one blank in said template which provides said at least one data field and provides at least one of said event portion, said condition portion, and said action portion of said at least one rule; wherein said inputting step includes interacting with said graphical user interface and said formulating step includes composing said at least one rule according to a scripting language to form a completed rule.

2. The method of claim 1 wherein said translating step includes translating said completed rule into a byte-code stream forming said instruction stream.

3. Apparatus for connection to a network for sending messages from said apparatus and for receiving messages from at least one other network connected device, comprising: a processor processing messages received from said at least one other network connected device in accordance with at least one of a plurality of rules, said at least one of said plurality of rules comprising a plurality of fields including an event portion, a condition portion, and an action portion, said event portion specifying at least one of a plurality of types of occurrence that initiate evaluation of said condition portion, said condition portion specifying at least one condition which upon satisfaction initiates execution of an action specified in said action portion; at least one user interface in electrical communication with said processor and having at least one selectively alterable field that is altered by a selection made by a user, said selection providing information for at least one of said plurality of fields; a translation mechanism receiving said selection and incorporating said at least one of said plurality of fields to form at least one completed rule, said translation mechanism translating said at least one completed rule into a processor executable information stream; and an event mechanism operative to indicate the occurrence of at least one of said plurality of types of occurrence and processing event information upon occurrence of said plurality of types of occurrence, said event mechanism conveying said event information to said processor whereupon said processor executes said processor executable information stream to evaluate said condition portion and to initiate performance of said action upon satisfaction of said condition portion; wherein said event mechanism further comprises an event manager which further comprises at least one event queue, said event manager is operative to create event records in accordance with said plurality of events to store in said at least one event queue, and said event manager is operative to retrieve event records from said at least one event queue; and wherein said at least one event queue comprises a persistent event queue for storing events which persist across invocations of said rule processor and a non-persistent event queue for storing events that do not persist across invocations of said rule processor.

4. The apparatus of claim 3 wherein said plurality of types of occurrence consists of: receiving said message at said apparatus, first time reading of said message received at said apparatus, filing of said message in a specified folder, recurring expiration of a specified period of time, occurrence of a specified date and time, starting up of said messaging system, shutting down of said messaging system, pushing of a button on said user input device, clicking of a mouse cursor on an icon of a display in said messaging system, initiation of communication between said messaging system and an external device, and dropping of an icon into a drop well on a display in said messaging system.

5. The apparatus of claim 3 wherein said at least one user interface includes a graphical user interface presenting a template to a rule editor operative to permit editing of at least one of said event portion, said condition portion and said action portion of said plurality of rules.

6. The apparatus of claim 5 wherein said rule editor permits editing of said condition and action portions of a rule having an event portion that specifies triggering upon occurrence of one of a specified date and time, receiving a message at said apparatus, recurring expiration of a period of time, starting up of said messaging system, and shutting down said messaging system.

7. The apparatus of claim 3 wherein said event mechanism comprises an event manager comprising an event kind filter operative as a mask to permit selectively of operation of said event manager.

8. The apparatus of claim 3 wherein said at least one event queue is a first in first out queue, subject to an event kind filter and prioritization of events stored thereon.

9. The apparatus of claim 3 wherein said persistent event queue is resident on a mass storage device.

10. The apparatus of claim 3 wherein said non-persistent event queue is resident in an apparatus resident memory.

11. The apparatus of claim 3 wherein said event manager synchronizes said persistent event queue and said non-persistent event queue to effect merger into a virtual single queue.

12. The apparatus of claim 3 wherein ones of said plurality of events stored in said persistent event queue are events selected from a group of occurrences consisting of: a new message, a read message, a filed message, a periodic event, and a timed event, and ones of said plurality of events stored in said non-persistent event queue are events selected from a group of occurrences consisting of: a manual event, a drag and drop event, an application startup, an application exiting, a button event, and an inter-application communication event.

13. The apparatus of claim 3 further comprising a first memory storing information for implementing said rule processor and further comprising at least one of a second memory and a disk and wherein said action invoked in accordance with said third portion of said respective rule is a launch action which swaps said information for implementing said rule processor out of said first memory and into said one of said second memory and said disk and swaps an application program into said first memory and upon completion of said application program said information for implementing said rule processor is swapped back into said first memory and said application program is swapped back to one of said second memory and said disk.

14. A method for manipulating a message in an apparatus including a messaging system, said method comprising the steps of: inputting selected information via a user input device into at least one data field; formulating, in response to said inputting step, at least one rule according to a scripting language comprising an event portion, a condition portion, and an action portion; translating said at least one rule into an instruction stream for execution by said apparatus; and executing said instruction stream in said apparatus to manipulate said message in accordance with said instruction stream.

15. The method of claim 14, wherein said translating step includes translating said rule into a byte-code stream forming said instruction stream.

16. A method for manipulating a message in an apparatus including a messaging system, said method comprising the steps of: inputting selected information via a user input device into at least one data field; formulating, in response to said inputting step, at least one rule comprising an event portion, a condition portion, and an action portion; translating said at least one rule into a byte-code stream forming an instruction stream for execution by said apparatus; and executing said instruction stream in said apparatus to manipulate said message in accordance with said instruction stream.

17. The method of claim 16 wherein said rule formulating step includes selecting for the event portion at least one of a plurality of occurrences within said apparatus and relating to said message.

18. The method of claim 17 wherein said selecting step includes selecting from a group of occurrences consisting of: receiving said message at said apparatus, first time reading of said message received at said apparatus, filing of said message in a specified folder, recurring expiration of a specified period of time, occurrence of a specified date and time, starting up of said messaging system, shutting down of said messaging system, pushing of a button on said user input device, clicking of a mouse cursor on an icon of a display in said messaging system, initiation of communication between said messaging system and an external device, and dropping of an icon into a drop well on a display in said messaging system.

19. The method of claim 16 wherein said rule formulating step includes specifying for the event portion at least one of a plurality of types of occurrence that initiate evaluation of said condition portion and specifying for the condition portion at least one condition which upon satisfaction initiates execution of an action specified in said action portion.

20. The method of claim 16 wherein said user input device comprises at least one graphical user interface presenting a template, and the step of inputting selected information includes filling in at least one blank in said template which provides said at least one data field and provides at least one of said event portion, said condition portion and said action portion of said at least one rule.

21. The method of claim 20 wherein said graphical user interface includes a customizable icon bar and said method further comprises triggering said at least one rule by interaction with said customizable icon bar.

22. The method of claim 20 wherein said inputting step includes interacting with said template and said formulating step includes constructing a rule including an event portion that specifies said rule for triggering upon occurrence of one of a specified date and time, receiving a message at said apparatus, recurring expiration of a period of time, starting up of said messaging system, and shutting down said messaging system.

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Abstract

Description