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WO 2015/089171 Al 18 June 2015 (18.06.2015) W P O P C T

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WO 2015/089171 Al 18 June 2015 (18.06.2015) W P O P C T (12) INTERNATIONAL APPLICATION PUBLISHED UNDER THE PATENT COOPERATION TREATY (PCT) (19) World Intellectual Property Organization International Bureau (10) International Publication Number (43) International Publication Date WO 2015/089171 Al 18 June 2015 (18.06.2015) W P O P C T (51) International Patent Classification: ACHARYA, Visal Chandrakant; 39 Parlin Street #407, G06F 21/10 (2013.01) G06F 15/16 (2006.01) Everett, Massachusetts 02149 (US). DSILVA, Benedict Robert; 155 5th Street, Apt. 1, Cambridge, Massachusetts (21) International Application Number: 02141 (US). TEARNEN, Paul; 3221 Point Place SW, PCT/US20 14/0695 19 Seattle, Washington 981 16 (US). WENZEL, Peter; 2245 (22) International Filing Date: E. Colorado Blvd. #104-168, Pasadena, California 9 1107 10 December 2014 (10. 12.2014) (US). HELD, John; 2713 McDuffee Circle, North Aurora, Illinois 60542 (US). WEIBLEN, Charlie; 169 Franklin (25) Filing Language: English Street, Wrentham, Massachusetts 02093 (US). KANNAN, (26) Publication Language: English Ganesh; 2 Bent Avenue, Wayland, Massachusetts 01778 (US). PARIMI, Madhavi; 74 Presidential Drive, Apt 5, (30) Priority Data: Quincy, Massachusetts 02169 (US). AZUMA, Selom 61/914,682 11 December 201 3 ( 11. 12.2013) US Harry; 25 Church Street, Suite 1, Boston, Massachusetts 61/944,756 26 February 2014 (26.02.2014) US 021 16 (US). MAHAJAN, Himali; 30 Revere Beach Pkwy, (71) Applicant: INTRALINKS, INC. [US/US]; 150 East 42nd Apt# 312, Medford, Massachusetts 02155 (US). LIRIO, Street, New York, New York 10017 (US). Dario R.; 11 Goddard Street, Newton, Massachusetts 02461 (US). WALUK, Michael Joseph; 18 Mariah's Path, (72) Inventors: MCCARTHY, Kevin L.; 251 Gray Street, Ar Pembroke, Massachusetts 02359 (US). LANDY, John; 11 lington, Massachusetts 02476 (US). MEYER, Jerry Lee; Highland Avenue, Cohasset, Massachusetts 02025 (US). PO Box 2907 17, Charlestown, Massachusetts 02 129 (US). SIDDIQUI, Fahim; 410 Boylston Street #2, Boston, Mas VELAMOOR, Sudhakar; 39 Spring Lane, Sharon, Mas sachusetts 021 16 (US). FORD, Christopher Todd; 4 sachusetts 02067 (US). LINDSAY, David Scott; 1025 Longfellow Place, Unit 2709, Boston, Massachusetts South River Street, Marshfield, Massachusetts 02050 (US). 021 14 (US). VORA, Margin; 8 Westover Drive, Lyn- f Continued on nextpage] (54) Title: CUSTOMIZABLE SECURE DATA EXCHANGE ENVIRONMENT (57) Abstract: In embodiments, the disclosure 1700 provides a secure data exchange system that in cludes a data management facility; and a plurality SECOND ENTERPRISE 1712 of data storage nodes. The data management facil ity manages content sharing between entities of data stored in the data storage nodes, wherein the data is stored by a user of a first entity and com SECURE DATA EXCHANGE SYSTEM 00 prises content and metadata. The data manage ment facility only has access to the metadata of DATA STORAGE NODE the user data for managing of the data in the plur USER DATA ality of data storage nodes and not the content. (OUTSIDE MANAGEMENT The data management facility may be geographic FIREWALL) FACILITY 1714 1 02 DATA ally distributed at a plurality of data management STORAGE 1708A sites and the data storage nodes may exist inside and outside of a firewall of the first entity. Fiq 17 w o 2015/089171 Ai III III II II III III 1 1 III 11II I III IIII II III nfield, Massachusetts 01940 (US). PORZIO, Matthew AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, A.; 5 Oneonta Court, Centerport, New York 11721 (US). BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DK, DM, MORPARIA, Harshal; 571 Concord Avenue, Lexing DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, ton, Massachusetts 02421 (US). NIKOLAYEVA, Yana; GT, HN, HR, HU, ID, IL, IN, IR, IS, JP, KE, KG, KN, 42 Dortmunder Drive, Manalapan, New Jersey 07726 KP, KR, KZ, LA, LC, LK, LR, LS, LU, LY, MA, MD, (US). YIP, Tony; 33 Sycamore Road, Melrose, Mas ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, sachusetts 02176 (US). CHOUDHARY, Mayank; 4234 NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, Avalon Way, Shrewsbury, Massachusetts 0 1545 (US). RU, RW, SA, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, ROZIN, Liviu; 3124 Taylor Pond Lane, Bedford, Mas TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, sachusetts 01730 (US). HOVSEPIAN, Ronald W.; 195 VN, ZA, ZM, ZW. Underwood Street, Holliston, Massachusetts 01746 (US). (84) Designated States (unless otherwise indicated, for every GIUDICE, John William; 2 1 Munroe Road, Lexington, kind of regional protection available): ARIPO (BW, GH, Massachusetts 02421 (US). PUROHIT, Vedang GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, ST, SZ, Shailesh; 2321 Founders Way, Saugus, Massachusetts TZ, UG, ZM, ZW), Eurasian (AM, AZ, BY, KG, KZ, RU, 01906 (US). AWAN, Wasif Qayyum; 3 Centaurus, TJ, TM), European (AL, AT, BE, BG, CH, CY, CZ, DE, Irvine, California 92603 (US). CLEARY, Peter W.; DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, 15585 Falcon Ridge Court, Colorado Springs, Colorado LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, 80921 (US). SI, SK, SM, TR), OAPI (BF, BJ, CF, CG, CI, CM, GA, (74) Agent: ZAVORAL, Julie; GTC Law Group LLP & A f GN, GQ, GW, KM, ML, MR, NE, SN, TD, TG). filiates, c/o CPA Global, P.O. Box 52050, Minneapolis, Published: Minnesota 55402 (US). — with international search report (Art. 21(3)) (81) Designated States (unless otherwise indicated, for every kind of national protection available): AE, AG, AL, AM, CUSTOMIZABLE SECURE DATA EXCHANGE ENVIRONMENT CROSS-REFERENCE TO RELATED APPLICATIONS [0001] This application claims the benefit of the following provisional applications, each of which is hereby incorporated by reference in its entirety: U.S. Patent Application No. 61/914,682 filed December 11, 2013, and 61/944,756 filed February 26, 2014. FIELD OF THE INVENTION [0002] The present invention relates to networked secure content, and more particularly to sharing, viewing, and collaboration of networked secure content between entities. BACKGROUND [0003] Despite the availability of the Internet, there is still no entirely satisfactory way for people at different companies or other entities to have the benefits of private network security, such as for file sharing or collaborative work between enterprises on a daily basis and for ad hoc alliances, i.e., different sets of entities coming together to function as one mega or meta entity, for the duration of some particular project. In such cases, the time and expense of actually wiring a network between two or more companies or other entities and agreeing on one common software package or standard presents a barrier to conventional network solutions. In addition, any new process for the sharing of content has in the past generally required the user to adopt new workflow components, applications, and habits that tend to be disruptive to the user's normal day-to-day workflow routine, e.g. when working internal to their enterprise and with personal use. Simply using the Internet remains imperfectly secure for the sharing of confidential information without some pre-arranged secure encryption processes has been cumbersome and unproductive, especially in today's increasing use of personal devices being incorporated into the workflow. Further, secure storage and sharing of content across diverse storage facilities makes it difficult to meet requirements for tracking content, such as for maintaining the ability to access all versions of a document, to all users with a copy of a document, and the like. For instance, with content shared across diverse storage facilities it may be difficult for a user or enterprise to respond to a discovery request for electronic content. There is a need for such systems and for users to utilize the systems in such a way that does not force them to adopt new infrastructure, software, and business and personal processes in their daily workflow in order to achieve a shared and potentially secure extended work environment. [0004] Thus, there are still yet-unsolved problems associated with different groups of companies or other entities to sharing securely over an expanding global network environment. SUMMARY [0005] In embodiments, In embodiments, a customizable secure data exchange environment system may comprise: a server-based secure data exchange system for secure sharing of a content between a first client device accessed by a user associated with a first organizational entity and a second client device accessed by a user associated with a second organizational entity, wherein the content has shared relevance with the first organizational entity and the second organizational entity, the secure data exchange system comprising a data management facility managed by a third organizational entity and adapted to provide permissioned control to a plurality of organizational entities for use of at least one of a plurality of data storage nodes, wherein the first organizational entity is granted permissioned control of a first data storage node by the third organizational entity for storing data comprised of the content and metadata, wherein the content is shared between the first client device and the second client device through the first data storage node, wherein the data management facility manages secure data exchange of the content through the first data storage node. [0006] In embodiments, the data management facility has access to the metadata of the stored data for managing sharing of the content via the first data storage node, but the data management facility does not have access to the content. [0007] In embodiments, the data management facility is distributed into a plurality of data management sites to enable management of the plurality of data storage nodes. [0008] In embodiments, the plurality of data storage nodes are located at network locations separate from the data management facility and specified by the plurality of organizational entities.
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