Automated Document Indexing via Segmented Review

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Solution Overview

Problem

Current systems for processing and indexing documents from various sources are labor-intensive and require extensive professional staff assistance, as they often rely on manual methods and are not compatible across different entities, lacking automated input and processing capabilities for information from physical or electronic media.

Innovation Solution

The development of a system that allows for automated indexing and processing of documents from multiple sources, utilizing a multi-computing device system with services like database interfacing, communication services, extraction services, and indexing services to identify and categorize data from physical or electronic media without the need for extensive professional staff, enabling compatibility across different entities.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If automated systems are used for document processing, then productivity increases, but reliability decreases due to lack of manual review

Engineering Contradiction:
Improvedocument processing speedVSAvoidindexing accuracy
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system segments the document processing workflow into distinct automated and manual phases. Automated optical recognition handles initial data extraction, while manual review handles verification and correction of specific fields, creating a divided responsibility model that optimizes both speed and accuracy

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system introduces an intermediary manual review layer between automated data extraction and final database storage. This intermediary step validates automated outputs and corrects errors before data is committed, bridging the gap between automated efficiency and manual reliability

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If manual processing methods are used, then reliability is maintained through professional staff review, but productivity decreases due to labor-intensive processes

Engineering Contradiction:
Improvedata processing accuracyVSAvoiddocument processing volume
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system performs preliminary automated data extraction and validation before manual review is needed. This preliminary action handles routine data capture, allowing manual staff to focus only on complex or error-prone cases, thereby maintaining reliability while increasing overall processing capacity

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system applies manual review selectively to only those document fields or cases that require human judgment, rather than requiring complete manual processing of all documents. This partial application of manual action maintains necessary oversight while dramatically increasing processing throughput

Inventive Principle:
Principle #16Partial or excessive action

3Productivity

If barcode or optical mark systems are implemented, then data entry speed increases, but adaptability decreases due to entity-specific formatting requirements

Engineering Contradiction:
Improveinformation entry speedVSAvoidcross-entity compatibility
Core Design Contradiction:
ProductivityVSAdaptability or versatility

Solution Approach 1:

The system implements a universal document processing framework that can handle multiple document types and formats from different entities through a single automated recognition engine. The system adapts to various entity-specific formats while maintaining consistent processing workflows and data standards across all organizations

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system dynamically adjusts recognition parameters and validation rules based on the specific entity and document type being processed. This allows the same core system to optimize for different entities' unique requirements while maintaining overall compatibility and interoperability across the network

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS20240265040A1Systems and methods for facilitating improved automated data processing
Publication Date: 2024.08.08 INDXIT SYST
  • US20240265040A1 patent drawing
  • US20240265040A1 patent drawing
  • US20240265040A1 patent drawing

AI summary

Systems and methods are disclosed that facilitate automated data processing, which may be received from a plurality of sources. In one or more embodiments, an automated technique, such as machine learning techniques, may be used to process data based upon input. In one or more embodiments, information may be presented to a user to provide input that may be used to improve automated techniques by way of training or refinement. In one or more embodiments, data related to an output of an automated technique may be associated with a keyword, key phrase, or word frequency value that enables adaptive learning so that unindexed data may be automatically indexed based on user input. In one or more embodiments, one or more additional actions may occur as part of the processing, including without limitation, association additional data with an output, making observations, notifying individuals, creating composite messages, and/or billing events.