Context-Based Document Annotation Using Template Matching

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Solution Overview

Problem

Computer-based systems face difficulties in identifying and classifying important items in scanned documents due to their varied distribution across pages, different formats, and presence of annotations like stamps, embossing, and handwritten notes, which affect image recognition and classification accuracy.

Innovation Solution

The system employs a library of pre-processed template documents to identify common annotations and inclusions, comparing newly scanned documents to these templates to recognize and classify annotations by detecting structural features, calculating similarity scores, and applying annotation locations and types from the matching template.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If traditional image recognition methods are used to identify items in scanned documents, then the system can process documents, but the accuracy deteriorates due to varied item distribution, different formats, and annotations like stamps and handwritten notes

Engineering Contradiction:
Improveimage recognition accuracyVSAvoidadaptability to varied document formats and annotations
Core Design Contradiction:
Measurement precisionVSAdaptability or versatility

Solution Approach 1:

The system performs preliminary actions by pre-processing template documents to identify common annotations and inclusions before actual document classification. This advance preparation creates a library of known patterns that helps the system recognize and account for variations in document formats and annotations during processing, thereby improving accuracy without sacrificing adaptability

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system uses template documents as copies or references to compare against new documents. By creating and maintaining a library of template documents that represent common document types and their annotations, the system can leverage these templates to improve recognition accuracy while adapting to new document variations through comparison and pattern matching

Inventive Principle:
Principle #26Copying

2Measurement precision

If the system processes each document independently without templates, then processing is simpler, but classification accuracy deteriorates due to lack of contextual knowledge from similar documents

Engineering Contradiction:
Improveclassification accuracyVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system performs preliminary action by pre-processing a collection of template documents to extract and store information about common annotations, inclusions, and structural patterns. This advance preparation builds a knowledge base that enhances classification accuracy when processing new documents, while the pre-processing step separates the complexity from the main processing flow

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system introduces template documents as an intermediary between the raw scanned document and the classification process. These templates serve as mediators that provide contextual knowledge and patterns, enabling more accurate classification without requiring the system to directly handle all the complexity of varied document formats and annotations

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If the system uses a comprehensive approach to handle all document variations, then adaptability improves, but processing time increases due to extensive comparison and analysis

Engineering Contradiction:
Improvehandling of varied document formatsVSAvoidprocessing time
Core Design Contradiction:
Adaptability or versatilityVSLoss of time

Solution Approach 1:

By performing preliminary action through pre-processing template documents, the system extracts and stores common patterns, annotations, and structural information in advance. This preparation enables faster processing of new documents through efficient pattern matching and comparison, reducing processing time while maintaining high adaptability to document variations

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system extracts common annotations, inclusions, and structural patterns from template documents during pre-processing. By separating and storing these common elements independently, the system can quickly reference them during document classification without performing exhaustive analysis, thereby reducing processing time while maintaining comprehensive adaptability

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS20240212380A1Systems and methods for automatic context-based annotation
Publication Date: 2024.06.27 NATIONSTAR MORTGAGE LLC D B A MR COOPER
  • US20240212380A1 patent drawing
  • US20240212380A1 patent drawing
  • US20240212380A1 patent drawing

AI summary

In some aspects, the disclosure is directed to methods and systems for automatic context-based annotation by leveraging a priori knowledge from annotations in template documents. A large library of template documents may be generated and pre-processed in many implementations to identify annotations or other inclusions commonly present on documents related to or conforming to the template. Newly scanned documents may be compared to these templates, and when a similar template is identified, annotation locations and types from the template may be applied to the newly scanned document to recognize and classify annotations and inclusions. To increase efficiency and provide scalability, comparisons of scanned documents and template documents may be distributed amongst a plurality of computing devices for processing in parallel, with similarity results aggregated.