Component Templates for Multichannel Document Management

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Solution Overview

Problem

Multichannel customer communication management (CCM) applications face challenges in managing the exponential growth of document templates due to changing needs, leading to duplicate content, increased maintenance costs, and security risks from outdated templates with personal information.

Innovation Solution

A system and method for identifying semantically similar content across electronic document templates, generating component templates that contain common content, and storing them in a library, which reduces duplication, maintenance costs, and security risks by creating component templates based on identified common content.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If document templates are continuously created to meet changing needs, then adaptability is improved, but device complexity increases due to exponential growth of templates

Engineering Contradiction:
ImproveadaptabilityVSAvoiddevice complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent merges semantically similar content from multiple document templates into unified component templates. The system identifies content that is substantially similar across different templates and consolidates them, reducing the total number of templates while preserving adaptability through semantic equivalence.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent creates universal component templates that can serve multiple functions across different document types. By identifying semantically similar content that appears in various templates, the system establishes reusable components that fulfill multiple roles, reducing the need for separate specialized templates.

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

2Adaptability or versatility

If multiple document templates are maintained to address changing needs, then adaptability is improved, but maintenance costs increase

Engineering Contradiction:
ImproveadaptabilityVSAvoidmaintenance costs
Core Design Contradiction:
Adaptability or versatilityVSLoss of energy

Solution Approach 1:

The patent combines maintenance efforts by merging semantically similar templates into unified component templates. This consolidation reduces the total number of templates requiring maintenance, thereby lowering maintenance costs while preserving the ability to address changing needs through the unified template structure.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system automatically identifies semantically similar content and generates component templates without requiring manual intervention for each template maintenance task. This automation reduces the labor and resource costs associated with maintaining multiple document templates.

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If document templates are continuously updated to meet changing needs, then adaptability is improved, but security risks increase from outdated templates with personal information

Engineering Contradiction:
ImproveadaptabilityVSAvoidsecurity risks
Core Design Contradiction:
Adaptability or versatilityVSObject-affected harmful factors

Solution Approach 1:

The patent merges outdated templates containing personal information with current templates through semantic similarity identification. This consolidation eliminates redundant outdated templates that pose security risks, while the unified component templates maintain adaptability through their ability to serve multiple document types.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system identifies and discards outdated template content that is no longer needed, while recovering and preserving essential semantic elements in unified component templates. This process eliminates security risks from outdated templates containing personal information while maintaining the functional adaptability of the template system.

Inventive Principle:
Principle #34Discarding and recovering

Data Source

PatentUS12197873B2Creation of component templates based on semantically similar content
Publication Date: 2025.01.14 OPEN TEXT HOLDINGS INC
  • US12197873B2 patent drawing
  • US12197873B2 patent drawing
  • US12197873B2 patent drawing

AI summary

Systems, methods and products for accessing a set of electronic document templates, identifying instances of common document content such as content items which are semantically similar, and generating component templates containing the common content. Semantically similar content may be identified by analyzing content for factors such as expressed sentiment, included keyphrases, recognizable entities, expressed topics, assigning values to content based on these factors, and determining similarity based on comparisons of the assigned values. Component templates may also be generated based on types of content that include identical text or images, content that has a predefined level of similarity rather than being identical, content that has common rules, scripting logic or variables, metadata, etc. The component templates may be generated automatically, or in response to user instructions.