AI-Assisted Document Review Annotation System

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Solution Overview

Problem

Current methods for document review meetings face challenges in accurately capturing and consolidating feedback from participants, as they often rely on manual note-taking and handwritten comments, which can lead to inconsistencies and inefficiencies in incorporating suggestions into the original document.

Innovation Solution

An apparatus comprising processors and memory that automatically identifies and annotates content suggestions from various sources, including physical and electronic documents, media content, and third-party systems, generating annotations that can be displayed and updated within an electronic document, facilitating efficient incorporation of feedback.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual note-taking and handwritten comments are used during document review meetings, then participants can provide feedback on the document, but the accuracy and consistency of capturing and consolidating feedback deteriorates

Engineering Contradiction:
Improveaccuracy of capturing feedbackVSAvoidease of providing feedback
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system creates electronic copies of the document that can be annotated digitally. Reviewers receive electronic versions with markup capabilities, and their annotations are automatically captured and consolidated. This eliminates the need for manual note-taking while preserving the ease of providing feedback through digital annotation tools.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The system introduces an intermediary software platform that mediates between the reviewers and the original document. This platform captures annotations from multiple reviewers, consolidates them automatically, and presents them in a unified format, thereby improving accuracy without complicating the review process.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If manual consolidation of comments from multiple participants is performed, then all feedback can be collected, but the efficiency and time required to incorporate suggestions deteriorates

Engineering Contradiction:
Improveefficiency of consolidating feedbackVSAvoidtime to incorporate suggestions
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system enables self-service automation where the software automatically consolidates annotations from multiple reviewers without requiring manual intervention. The system retrieves annotations from various sources, matches them to the original document structure, and generates a consolidated report automatically, significantly improving efficiency and reducing time loss.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system replaces the mechanical process of manual consolidation with an automated computational process. Software algorithms automatically parse, categorize, and integrate feedback from multiple reviewers, eliminating the time-consuming manual work while maintaining high productivity in consolidating feedback.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Measurement precision

If physical documents with handwritten mark-ups are used, then reviewers can provide suggestions, but the accuracy of associating suggestions with corresponding document portions deteriorates

Engineering Contradiction:
Improveprecision of associating suggestionsVSAvoidcomplexity of capturing mark-ups
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system creates a digital copy of the physical document that preserves the original structure and content. Electronic annotations are attached to specific portions of the digital document, ensuring precise association between suggestions and their corresponding locations. This eliminates the ambiguity inherent in handwritten mark-ups on physical documents.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The system introduces a software intermediary that captures electronic annotations and automatically associates them with the correct document portions using metadata and positioning information. This intermediary layer ensures measurement precision by maintaining accurate links between suggestions and their locations without requiring complex manual tracking.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS11392754B2Artificial intelligence assisted review of physical documents
Publication Date: 2022.07.19 RICOH CO LTD
  • US11392754B2 patent drawing
  • US11392754B2 patent drawing
  • US11392754B2 patent drawing

AI summary

Artificial intelligence is introduced into document review to identify content suggestions from input to generate suggested annotations for the reviewed document. An approach is provided for receiving an electronic document that contains original content from an original electronic document for review and electronic mark-ups provided by a first user. One or more electronic mark-ups that represent content suggestions proposed by the first user are identified from the electronic document. For each electronic mark-up of the one or more electronic mark-ups identified a document portion of the original content that corresponds to the electronic mark-up is identified, and an annotation is generated for the electronic mark-up comprising the electronic mark-up and a first user ID for the first user and associating the annotation to the document portion identified. The original content with one or more annotations generated from the one or more electronic mark-ups is displayed, in electronic form, within a display window.