Adaptive Document Notification System for Inactive Users

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Solution Overview

Problem

Existing systems fail to effectively prompt information workers who lag behind in interacting with documents, especially in a group setting, leading to potential safety or security concerns, as traditional methods like task lists require users to actively seek information, which may not be effective for busy workers.

Innovation Solution

The system targets documents based on patterns of inaction, identifying users who are statistically significantly less engaged than their peers and promotes these documents through novel methods such as in-line lists, email attachments, and file listings, using a confidence threshold to avoid false signals and account for time zones and user behavior.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If traditional task lists are used to prompt workers to view documents, then document tracking is achieved, but user engagement decreases as workers must actively seek information in a special place

Engineering Contradiction:
Improvedocument review completionVSAvoiduser convenience
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system introduces an intermediary notification mechanism that mediates between the document management system and the user. Instead of requiring users to actively check task lists, the system automatically delivers notifications about documents requiring attention through channels like email or in-app notifications, thus improving both reliability of document review and ease of operation for users

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system enables self-service by automatically tracking and notifying users about documents they need to review. The notification system serves itself by monitoring user engagement patterns and automatically generating alerts when users lag behind, eliminating the need for manual follow-up while ensuring document review completion

Inventive Principle:
Principle #25Self-service

2Reliability

If repeated prompts are sent to workers who have not reviewed documents, then attention is attempted, but effectiveness decreases leading to the same failure result

Engineering Contradiction:
Improvedocument review completionVSAvoidprompt effectiveness
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system applies dynamics by making the notification strategy adaptive rather than static. It continuously monitors user engagement patterns and dynamically adjusts the type, frequency, and channel of notifications based on individual user behavior, thereby maintaining high prompt effectiveness while improving document review completion rates

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system implements feedback mechanisms by tracking user responses to notifications and using this information to refine future prompting strategies. When users consistently ignore certain types of notifications, the system learns from this feedback and adjusts its approach, preventing repeated ineffective prompts while maintaining reliable document review completion

Inventive Principle:
Principle #23Feedback

3Measurement precision

If statistical thresholding is used to identify inactive users, then false signals are reduced, but some users may still be missed who need attention

Engineering Contradiction:
Improveinactivity detection accuracyVSAvoiduser coverage
Core Design Contradiction:
Measurement precisionVSReliability

Solution Approach 1:

The system applies partial or excessive action by using multiple overlapping notification channels and approaches rather than relying on a single threshold-based method. Even if statistical thresholding misses some users, the system compensates by using alternative detection methods and multiple notification channels to ensure comprehensive user coverage while maintaining measurement precision through statistical analysis

Inventive Principle:
Principle #16Partial or excessive action

Data Source

PatentEP3743865B1Intelligent targeting of files needing attention
Publication Date: 2024.04.10 MICROSOFT TECHNOLOGY LICENSING LLC
  • EP3743865B1 patent drawingFigure 1
  • EP3743865B1 patent drawingFigure 2A
  • EP3743865B1 patent drawingFigure 2B

AI summary

One goal of the disclosed embodiments is to improve user engagement, e.g. increasing the number of documents from a group of documents that are read, reviewed, and/or modified. Patterns of inaction are identified based on user inactivity, both in comparison to a group that has received the same group of documents, and as an individual who has received a request regarding a document from another user. When a user crosses a threshold of inactivity, attempts to engage with specific documents are initiated. In one embodiment, promoting content includes displaying links to content in novel ways, including adding links to promoted content to existing content lists located in existing application software, such as a recently opened file list, or adding promoted content in places where a user is likely to see the recommendation while completing a previous task, such as at the bottom of a word processing document.