Active Agreement Components for Dynamic Document Data Integration
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Solution Overview
Problem
Existing document management systems require manual input of data from external sources, which is time-consuming and prone to errors, leading to potential financial and legal consequences due to outdated information.
Innovation Solution
Incorporating active components within electronic documents that can connect to external data sources, allowing for real-time data retrieval and insertion, as well as dynamic updating of information.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If manual input of data from external sources is used, then device complexity is reduced, but productivity decreases and measurement precision deteriorates
Solution Approach 1:
The patent embeds active components within the electronic document structure, allowing external data sources to be nested within the document itself. This enables automatic data retrieval and integration without requiring complex manual processes, thereby improving productivity while managing complexity through structured integration.
Solution Approach 2:
Active components serve as intermediaries between the electronic document and external data sources. These components automatically handle data retrieval, transformation, and integration, eliminating the need for manual data input and improving both productivity and data accuracy without significantly increasing overall system complexity.
2Reliability
If manual input of data is used, then ease of operation is improved, but reliability deteriorates due to errors and outdated information
Solution Approach 1:
The active components enable the document to self-update with current data from external sources without requiring user intervention. The system automatically retrieves and inserts data, ensuring accuracy and eliminating manual input errors while maintaining ease of operation through automated functionality.
Solution Approach 2:
The system establishes feedback loops where the document continuously retrieves updated information from external data sources. This feedback mechanism ensures that the document always contains the most accurate and current data, improving reliability while the automated nature of the feedback loop maintains operational simplicity.
3Loss of time
If manual insertion of information is used, then device complexity is reduced, but loss of time increases
Solution Approach 1:
The active components are pre-configured within the document template with connections to external data sources. This preliminary setup allows for automatic data retrieval and insertion during document generation, eliminating time-consuming manual data entry while the template-based approach manages integration complexity in advance.
Data Source
AI summary
Techniques are described for a system document management comprising one or more processors having access to a memory. The system is configured to open an electronic document that is to be electronically signed, the electronic document having an active component connected to an external data source. The system is further configured to, while the electronic document is open, execute the active component to retrieve data from the external data source. The system is further configured to insert the data retrieved from the external data source into a field of the electronic document. The system is further configured to output, for display, a graphical user interface that presents the content of the electronic document to a user device.