Automated Document Importing and Tagging for Records Retention

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Solution Overview

Problem

Existing records storage systems are limited in their ability to centralize and manage records stored across multiple disparate locations, such as cloud databases and local networks, which complicates compliance and data management tasks.

Innovation Solution

A records retention cloud application service and automated document importing and tagging system that uses AI and machine learning to automatically discover, categorize, and tag files from various data sources, including cloud storage providers, local drives, and government databases, enabling efficient importation and management of records.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If records are stored across multiple disparate locations (cloud databases, local networks, government databases), then data accessibility and storage flexibility are improved, but record centralization and management efficiency deteriorate

Engineering Contradiction:
Improvestorage flexibilityVSAvoidmanagement efficiency
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The patent introduces a centralized records management system that acts as an intermediary between multiple disparate storage locations (cloud databases, local networks, government databases) and users. This intermediary system provides unified access, categorization, and management capabilities, allowing records to remain in their original distributed locations while enabling centralized control and improved management efficiency through a single interface.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If manual importing and tagging of records is performed, then data accuracy and categorization precision are improved, but time consumption and productivity deteriorate

Engineering Contradiction:
Improvecategorization precisionVSAvoidimport speed
Core Design Contradiction:
Measurement precisionVSProductivity

Solution Approach 1:

The patent implements automated importing and tagging functionality that enables the system to perform record categorization and tagging operations autonomously without requiring manual intervention for each record. The system automatically imports records from multiple sources and applies appropriate tags and categorization based on predefined criteria and algorithms, significantly improving import speed while maintaining acceptable accuracy levels through automated decision-making processes.

Inventive Principle:
Principle #25Self-service

3Productivity

If automated importing and tagging is implemented, then productivity and import speed are improved, but system complexity and automation extent deteriorate

Engineering Contradiction:
Improveimport speedVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent divides the automated records management system into distinct functional modules: an importing module that handles data ingestion from multiple sources, a tagging module that automatically assigns categories and tags, and a management module that provides user interface and control. This segmentation allows each component to perform its specific function with optimized complexity, making the overall system more manageable and maintainable while still achieving high automation levels and productivity.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS12061573B1Automated document importing and tagging processes and system for records retention
Publication Date: 2024.08.13 SUTHERLAND BEVERLY
  • US12061573B1 patent drawing
  • US12061573B1 patent drawing
  • US12061573B1 patent drawing

AI summary

A records retention cloud application service and automated document importing and tagging system and the automated document importing and tagging processes for records retention are disclosed. The automation of the file importing and tagging enables faster centralization and management of large numbers of records.