Automated Certification Document Generation via Template Transformation

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Solution Overview

Problem

Current systems face complexity in generating compliance certification documents due to varying levels of detail and terminology, leading to a large number of similar documents with aggregated content, which is inefficient and difficult to manage.

Innovation Solution

An automated certification document generation process that retrieves component information from a data store, transforms it using risk analysis, phraseology, and localization data, and inserts it into a certification template to create compliant documents tailored to consumer needs.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If compliance systems maintain a large number of documents to accommodate varying levels of detail and terminology, then the system can provide comprehensive compliance certifications, but the device complexity and difficulty of managing documents increases

Engineering Contradiction:
Improvecompliance certification flexibilityVSAvoiddocument management complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent applies universality by creating a single certification template structure that can serve multiple compliance standards and document types. The template system is designed to be configurable and adaptable, allowing one master template to generate various compliance documents by adjusting parameters such as detail level, terminology, and specific compliance requirements, thereby eliminating the need to maintain separate documents for each variation.

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

Solution Approach 2:

The patent utilizes parameter changes to transform a single certification template into multiple variations by modifying parameters such as detail level, terminology, formatting, and compliance scope. This allows the system to generate documents with different levels of detail and tailored to different compliance requirements without creating new template structures, thus reducing overall system complexity while maintaining adaptability.

Inventive Principle:
Principle #35Parameter changes

2Manufacturing precision

If legacy certification documents use strict templates, then the document format is consistent, but the complexity of complying with varying levels of detail and terminology increases

Engineering Contradiction:
Improvedocument format consistencyVSAvoidcompliance documentation complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The patent applies dynamics by transitioning from static, fixed templates to a dynamic template system that can automatically adjust its content and structure based on input parameters. The template engine can dynamically modify detail levels, terminology, and document structure according to the specific compliance requirements, maintaining format consistency while adapting to varying compliance needs without increasing operational complexity.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent introduces an intermediary template processing layer between the compliance requirements and the final document output. This intermediary template system acts as a mediator that translates varying compliance requirements into consistent document formats, absorbing the complexity of compliance variations while presenting a simple, consistent interface for document generation and reducing the burden on users to manually handle complex compliance documentation.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If the system generates certification documents manually, then customization is possible, but the productivity and efficiency of document generation decreases

Engineering Contradiction:
Improvedocument customization capabilityVSAvoiddocument generation efficiency
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

The patent applies self-service by implementing an automated template processing system that generates certification documents without requiring manual intervention. The system automatically retrieves compliance data, selects appropriate templates, applies transformations, and generates final documents based on configured parameters, thereby maintaining customization capability while dramatically improving generation efficiency and productivity.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces the mechanical manual document generation process with an automated computational system. Instead of manually creating and customizing documents, the system uses computer-based template processing, data transformation, and automated document assembly to generate certifications, thereby eliminating manual labor while preserving the ability to customize documents according to specific compliance requirements and improving overall productivity.

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

Data Source

PatentEP3042335B1Automatically generating certification documents
Publication Date: 2021.10.13 MICROSOFT TECHNOLOGY LICENSING LLC
  • EP3042335B1 patent drawingFigure 1
  • EP3042335B1 patent drawingFigure 2
  • EP3042335B1 patent drawingFigure 3

AI summary

A certification application automatically generates a certification document associated with a service. A transformation module retrieves a component information associated with a status of a service from a data store maintaining the component information. The component security data and component metadata is included within the component information. The component information is transformed for insertion into a certification information. Risk analysis, phraseology, and localization data is used to transform the component information. The certification document is generated based on the certification template by inserting the component information into the certification template.