Autotagging Data Management Device for Dynamic Categorization

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Solution Overview

Problem

Data management systems face challenges in categorizing and processing data from disparate sources due to reliance on predefined categories, leading to suboptimal data utilization and limited processing capabilities.

Innovation Solution

A data management device that automatically tags data in a data table using user-defined or learned autotagging rules, allowing for customized and precise categorization, and triggers automated actions based on predefined trigger rules, enhancing data processing and utility.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If predefined categories are used for data categorization, then data management is simplified, but data categorization precision deteriorates

Engineering Contradiction:
Improvedata management simplicityVSAvoiddata categorization precision
Core Design Contradiction:
Ease of operationVSMeasurement precision

Solution Approach 1:

The system transitions from static predefined categories to dynamic learned categories that automatically adapt to data patterns. The machine learning model continuously refines category definitions based on actual data characteristics, enabling the system to maintain both ease of operation through automated classification and high precision through data-driven category evolution.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes the parameter of category definition from fixed, manually predefined values to flexible, learned parameters derived from data patterns. This allows the categorization system to adjust category boundaries and characteristics based on actual data distributions, resolving the contradiction between operational simplicity and categorization precision.

Inventive Principle:
Principle #35Parameter changes

2Device complexity

If predefined categories are used for data categorization, then system complexity is reduced, but data processing capability deteriorates

Engineering Contradiction:
Improvesystem complexityVSAvoiddata processing capability
Core Design Contradiction:
Device complexityVSProductivity

Solution Approach 1:

The system implements self-service through automated machine learning that performs data categorization without requiring manual configuration of complex category structures. The learned categories automatically adapt to data patterns, enabling the system to handle diverse and complex data from multiple sources while maintaining relatively simple system architecture through automated intelligence.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The machine learning-based categorization system provides universal functionality that can handle various data types and sources through a single unified approach. The learned categories serve multiple purposes including data aggregation, analysis, and processing, enhancing data processing capability without requiring separate specialized systems for each function.

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

3Measurement precision

If user-defined autotagging rules are implemented, then data categorization precision is improved, but system complexity increases

Engineering Contradiction:
Improvedata categorization precisionVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system performs preliminary action by pre-configuring the machine learning model with initial category definitions and training data. Users can define preliminary tagging rules and category structures before the system operates, establishing a foundation that simplifies subsequent automated categorization while maintaining high precision through the pre-established framework.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements feedback mechanisms where the machine learning model continuously learns from actual data patterns and adjusts category definitions accordingly. This feedback loop allows the system to maintain high categorization precision by adapting to real data characteristics while managing complexity through automated iterative improvement rather than requiring complex manual configuration.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS11347744B2Data management device, communication system and methods for tagging data in a data table and triggering automated actions
Publication Date: 2022.05.31 THE TORONTO DOMINION BANK
  • US11347744B2 patent drawing
  • US11347744B2 patent drawing
  • US11347744B2 patent drawing

AI summary

A data management device, communication system and methods for tagging data in a data table and triggering automated action. A data management device receives from a first data provider one or more records of a data table, each record comprising a plurality of fields. The data table is associated with an account having one or more authorized users. The plurality of fields each has a value set by the first data provider. The data manger determines one or more tags for the one or more records in accordance with a plurality of autotagging rules. The data manger appends the one or more records to include one or more tag fields corresponding to the one or more tags for the one or more records. The appended records are stored in a database. One or more automated actions may be triggered based on one or more tag fields of one or more of the plurality of records.