Annotation-Based Workflow Launch in ECM Systems

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Solution Overview

Problem

Conventional Enterprise Content Management (ECM) systems require users to manually annotate and launch workflow processes separately, leading to inefficiency and errors, as they need to remember and perform distinct operations for initiating processes.

Innovation Solution

The system automatically launches a workflow process based on structured annotations, such as text or image markings, by parsing the annotation to obtain necessary information and using it as parameters for the subsequent workflow process.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If users manually annotate and launch workflow processes separately in conventional ECM systems, then the system maintains separate operation capabilities, but the number of operations users need to remember increases and efficiency decreases

Engineering Contradiction:
Improveworkflow initiation efficiencyVSAvoidnumber of operations to remember
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The patent combines the annotation operation and workflow launch operation into a single integrated action. When a user applies a specific annotation (such as an approval stamp) to a document, the system automatically detects this annotation and triggers the corresponding workflow process without requiring the user to perform a separate manual launch action. This merging of operations directly reduces the number of steps users must remember and execute, thereby improving productivity while maintaining operational simplicity.

Inventive Principle:
Principle #5Merging (Combining)

2Reliability

If conventional ECM systems require separate manual dispatch for workflow processes, then operation flexibility is maintained, but errors increase due to manual intervention

Engineering Contradiction:
Improveprocess initiation accuracyVSAvoidsystem integration level
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system implements self-service by automatically detecting annotations on documents and autonomously launching the appropriate workflow processes without requiring manual user intervention. The system monitors for specific annotation patterns, parses the annotation data to determine the appropriate workflow parameters, and automatically initiates the process. This self-service mechanism eliminates human error in the workflow initiation step while the standardized annotation-based triggering approach keeps the system architecture manageable.

Inventive Principle:
Principle #25Self-service

3Productivity

If ECM systems integrate annotation and workflow launch functions, then efficiency improves, but the system complexity increases

Engineering Contradiction:
Improveoperational efficiencyVSAvoidsystem integration complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system applies preliminary action by pre-configuring the relationships between specific annotation types and corresponding workflow processes. During system setup, annotation patterns are defined and associated with specific workflow templates and parameters. When runtime occurs, the system simply matches the detected annotation against these pre-configured patterns and automatically executes the corresponding workflow. This preliminary configuration approach enables efficient automated operation while keeping the runtime system complexity low, as no complex real-time decision logic is needed beyond pattern matching.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS10943061B2Launching workflow processes based on annotations in a document
Publication Date: 2021.03.09 INTERNATIONAL BUSINESS MACHINE CORPORATION
  • US10943061B2 patent drawing
  • US10943061B2 patent drawing
  • US10943061B2 patent drawing

AI summary

Creation of a new document-review annotation to a document in an enterprise content management system is detected. The annotation is stored as a separate workflow route selection element. It is determined that the new document-review annotation is of a particular type among sub-types that indicates a subsequent workflow process to be performed. The new document-review annotation is parsed and the particular type is extracted to be used in routing the subsequent workflow process to one of a plurality of possible subsequent workflow processes. The subsequent workflow process is launched.