Change Management Metadata Tracking for Document Reversion

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Solution Overview

Problem

In change management systems, identifying the specific change record responsible for a problem in a large number of tracked documents is time-consuming and cumbersome due to the massive number of change records generated, making it difficult to revert documents to a previous state effectively.

Innovation Solution

Implementing enhanced metadata tracking by generating change records and storing a master control file with metadata records that include a tracked metadata field and a time field, allowing for the identification of a subset of change records relevant to a problem event and reverting the document to a previous state using the problem change record.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If change management systems track all changes to documents, then complete version history is maintained, but identifying the specific change record responsible for a problem becomes time-consuming and cumbersome

Engineering Contradiction:
Improvecomplete version historyVSAvoidtime to identify problem change record
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent segments the large set of change records into meaningful groups using metadata categories (e.g., change type, document section, author, time period). This segmentation allows users to narrow down the search space when investigating problems, rather than examining every change record individually. The metadata structure divides the monolithic change history into organized, filterable segments that can be queried efficiently.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces metadata as an intermediary layer between the raw change records and the user inquiry. Instead of directly searching through change records, users interact with metadata fields (such as change category, affected component, or time range) that serve as mediators to filter and retrieve relevant change records. This intermediary metadata structure accelerates the identification process by providing structured access points to the change history.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If multiple change records are generated for tracked documents, then detailed change tracking is achieved, but reverting documents to a previous state becomes onerous and time-consuming

Engineering Contradiction:
Improvechange tracking detailVSAvoidease of document reversion
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The patent applies preliminary action by organizing and indexing change records with descriptive metadata before any reversion operation is needed. Change records are pre-categorized by type, affected document sections, authors, and time stamps. When a reversion is required, this pre-organized structure allows the system to quickly identify and apply the appropriate change records without requiring users to manually navigate through multiple records or perform complex analysis.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent implements feedback mechanisms that provide users with information about change records during the reversion process. The system presents filtered change records with metadata that helps users understand the impact and nature of each change. This feedback loop allows users to confirm the correct change records for reversion, reducing errors and making the process more intuitive and easier to operate.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS10185557B2Enhanced metadata tracking in a change management system
Publication Date: 2019.01.22 CA TECH INC
  • US10185557B2 patent drawing
  • US10185557B2 patent drawing
  • US10185557B2 patent drawing

AI summary

A change management system generates change records corresponding to changes to tracked documents, and stores a master control file comprising metadata records that respectively correspond to the tracked documents and which comprise a tracked metadata field and a time field. Responsive to detecting that a change to a given document is of a predefined type, the tracked metadata field in the corresponding metadata record is modified, and the time field in that metadata record is updated accordingly. In response to a problem event, it is determined that the problem event relates to the given document, and, based on the time field, a subset of the change records is selected. Each change record in the subset corresponds to the given document. A problem change record is identified from the change records in the subset, and used to revert the given document to a state previous to the problem event.