Collaborative Document Review Interfaces for Dynamic Model Updates

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Solution Overview

Problem

The dynamic nature of digital engineering (DE) review documents, which are frequently updated based on new information or changes in underlying digital models, poses challenges for human reviewers due to their complexity and volume, making it difficult to keep track of changes and make informed decisions, especially in interconnected systems with multiple stakeholders.

Innovation Solution

A digital model platform dashboard and document review interface that facilitates dynamic document updates, user feedback propagation, and commenting at various levels, integrating AI-assisted data conversion, secure access policies, and real-time monitoring to ensure stakeholders receive appropriate information in the correct context.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If digital engineering review documents are frequently updated to reflect new information and model changes, then the information currency and reliability are improved, but the complexity and volume of documents increase making them difficult for reviewers to manage

Engineering Contradiction:
Improveinformation currencyVSAvoiddocument complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent segments complex digital engineering documents into smaller, manageable components or sections that can be independently reviewed and tracked. This segmentation allows reviewers to focus on specific portions rather than being overwhelmed by the entire document, while the system maintains links between segments and their source data models to ensure information currency without increasing perceived complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces an intermediary digital platform that acts as a mediator between the source data models and the review documents. This intermediary automatically manages document updates, transforms complex data into reviewer-friendly formats, and provides navigation aids, thereby maintaining information currency from frequent model changes without directly increasing document complexity for reviewers.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If digital engineering review documents are frequently updated to reflect new information and model changes, then the information currency and reliability are improved, but the time and effort required for review increases

Engineering Contradiction:
Improveinformation currencyVSAvoidreview time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent implements preliminary actions by automatically preparing and organizing review documents before they reach reviewers. The system proactively updates documents from source models, pre-formats content, and prepares navigation structures in advance, so that when reviewers access documents, the work of transformation and organization has already been completed, reducing their time investment while maintaining information currency.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent enables self-service mechanisms where the review document system automatically retrieves updated information from source models, generates necessary document sections, and updates content without requiring manual intervention from reviewers. This self-updating capability maintains information currency while eliminating the time reviewers would otherwise spend on manual document updates.

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If multiple stakeholders are involved in reviewing interconnected digital engineering systems, then the comprehensiveness and collaborative value are improved, but the coordination complexity and communication overhead increase

Engineering Contradiction:
Improvecollaborative valueVSAvoidcoordination complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent implements a universal digital platform that serves multiple stakeholders with different roles and requirements through a common interface. The system provides multi-functional capabilities including document viewing, commenting, tracking, and approval workflows that work consistently across different user types, thereby enabling comprehensive collaboration without increasing coordination complexity as each stakeholder interacts with the same standardized system rather than multiple specialized tools.

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

Solution Approach 2:

The patent incorporates feedback mechanisms that automatically track and communicate review status, comments, and decisions among multiple stakeholders. The system provides real-time or near-real-time feedback loops where updates from any stakeholder are automatically propagated to relevant parties, and the status of review items is continuously updated and communicated, reducing communication overhead while maintaining comprehensive collaboration.

Inventive Principle:
Principle #23Feedback

4Adaptability or versatility

If multiple stakeholders are involved in reviewing interconnected digital engineering systems, then the comprehensiveness and collaborative value are improved, but the time required for coordination and communication increases

Engineering Contradiction:
Improvecollaborative valueVSAvoidcoordination time
Core Design Contradiction:
Adaptability or versatilityVSLoss of time

Solution Approach 1:

The patent ensures continuous automated actions for document distribution, status tracking, and notification to all stakeholders throughout the review process. Rather than requiring periodic manual coordination meetings or checks, the system continuously updates and communicates review status, automatically distributes relevant information to appropriate stakeholders, and maintains the review workflow in motion, thereby enabling comprehensive collaboration without increasing coordination time.

Inventive Principle:
Principle #20Continuity of useful action

Data Source

PatentUS12488131B2Multimodal digital document interfaces for dynamic and collaborative reviews
Publication Date: 2025.12.02 ISTARI DIGITAL INC
  • US12488131B2 patent drawing
  • US12488131B2 patent drawing
  • US12488131B2 patent drawing

AI summary

Methods and systems for a document review process are provided. The method includes receiving an input digital model representation comprising at least one externally-accessible model endpoint for generating a digital artifact. Then, generating a document splice comprising access to multiple document subunits, with at least one document subunit written in a natural language and comprising the digital artifact; the access to each document subunit is provided through an externally-accessible document endpoint for the subunit. Then, generating a document by combining the document subunits, and generating a view associated with the document, based on an user authorization result including selective access rights to the document subunits. The view comprises access to the digital model representation, the digital artifact, each document subunit, and the document. Finally, receiving a user input and updating, via one of the externally-accessible document endpoints, the document splice based on the user input.