Intelligent Auto-Filing System for Enterprise Content Management

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Solution Overview

Problem

Existing enterprise content management systems lack the capability to automatically file content objects to workspaces without a priori relationships, leading to manual and inefficient filing processes.

Innovation Solution

Implementing an intelligent auto-filing system that uses entity linking to detect indicators in documents, generate scores, and link documents to relevant workspaces based on attribute values and relationships, enabling automatic filing even for content objects with no initial connection to a business object or workspace.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If manual filing processes are used for content objects without a priori relationships to workspaces, then flexibility and adaptability are maintained, but productivity and efficiency deteriorate due to manual effort requirements

Engineering Contradiction:
Improveability to file content objects without predefined relationshipsVSAvoidfiling efficiency
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

The system enables content objects to automatically file themselves to appropriate workspaces through entity linking technology. The auto-filing system detects entities in document text, extracts indicators, generates scores, and autonomously links documents to workspaces without requiring manual intervention, thus maintaining adaptability while dramatically improving productivity

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces the mechanical manual filing process with an automated information processing system. Entity linking technology substitutes human cognitive and manual actions with automated text analysis, entity detection, and scoring mechanisms that can process大量 documents efficiently while adapting to different filing scenarios

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

2Productivity

If automated filing systems are implemented, then productivity and efficiency improve, but device complexity and system requirements worsen due to need for entity linking capabilities

Engineering Contradiction:
Improveautomatic filing efficiencyVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The automated filing system is segmented into distinct functional modules: entity detection module, indicator extraction module, scoring module, and linking module. This segmentation allows each component to perform a specific task, making the overall complex system more manageable, maintainable, and easier to implement while achieving high productivity through automation

Inventive Principle:
Principle #1Segmentation

3Measurement precision

If entity linking with scoring is used to improve filing accuracy, then measurement precision improves, but computational requirements and processing time worsen

Engineering Contradiction:
Improvedocument-to-workspace matching accuracyVSAvoidprocessing time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system generates scores for candidate workspaces based on entity indicators extracted from document text. Rather than exhaustively analyzing all possible workspaces, the system focuses on generating and evaluating scores for the most relevant candidates, achieving high measurement precision while limiting computational overhead by processing only the necessary subset of candidates

Inventive Principle:
Principle #16Partial or excessive action

Data Source

PatentUS20240126770A1Systems and Methods for Intelligent Automatic Filing of Documents in a Content Management System
Publication Date: 2024.04.18 OPEN TEXT SA ULC
  • US20240126770A1 patent drawing
  • US20240126770A1 patent drawing
  • US20240126770A1 patent drawing

AI summary

Embodiments provide for intelligent auto filing of documents to enterprise content management workspaces. One embodiment of a method includes receiving a document to auto file to a workspace of a content management system; detecting an indicator of an entity from the text of a document, the indicator of the entity corresponding to a value of a workspace attribute; determining a result set of candidate records based on querying a set of workspace data for workspaces with the workspace attribute value corresponding to the indicator; detecting mentions in the document text that match attribute values from the candidate records; generating a score for each candidate record based on the mentions detected in the text that match the attribute values from the candidate record; linking the document to an entity based on the scores for the candidate record; and automatically storing the document to a workspace based on the linking.