Context-Sensitive Document Tagging for Application Workflow

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Solution Overview

Problem

Existing methods for providing informational content within applications are time-consuming, error-prone, and inefficient, especially when based on external sources, and do not offer dynamic or readable formats for users.

Innovation Solution

Tagging reference documents with metadata that maps identifiers to context information allows for context-sensitive display of relevant portions within the application, enabling efficient and accurate access to informational content without modifying the original documents.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If informational content is manually generated from outside sources, then the content can be provided to users, but the process requires substantial time and effort and may introduce errors

Engineering Contradiction:

Improveaccuracy of informational contentVSAvoidtime for preparing informational content

Core Design Contradiction:

ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by pre-tagging reference documents with metadata including identifiers and context information before they are needed. This allows the application to quickly retrieve and display relevant portions of documents without manual processing at the time of user request, thus reducing time loss while maintaining accuracy through pre-validated tagging.

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

Instead of manually generating informational content from outside sources, the system creates a tagged copy or representation of the reference document metadata that can be quickly processed. The application displays portions of the actual reference document based on the tagged metadata, avoiding manual transcription while maintaining content accuracy.

Inventive Principle:

Principle #26Copying

2Ease of operation

If informational content is provided as plain text in a help window, then users can access information, but the format is not easily readable or efficient for certain types of information

Engineering Contradiction:

Improvereadability of informational contentVSAvoidcontextual relevance of information

Core Design Contradiction:

Ease of operationVSLoss of information

Solution Approach 1:

The system applies local quality by displaying only the specific portions of reference documents that are relevant to the user's current context in the application. The tagged metadata allows the system to highlight or display only the locally relevant sections rather than providing generic plain text, improving both readability and contextual relevance simultaneously.

Inventive Principle:

Principle #3Local quality

Solution Approach 2:

The informational content display is made dynamic by using context-sensitive retrieval based on tagged metadata. The system adapts which portions of reference documents are displayed based on the user's current application state, making the information both more readable and more contextually relevant than static plain text help windows.

Inventive Principle:

Principle #15Dynamics

3Reliability

If outside sources are updated frequently, then the information remains current, but data validation and synchronization become ongoing issues

Engineering Contradiction:

Improvecurrency of informational contentVSAvoiddata validation and synchronization process

Core Design Contradiction:

ReliabilityVSDevice complexity

Solution Approach 1:

The system extracts only the essential metadata (identifiers and context information) from reference documents rather than managing the entire document content. This extraction approach allows frequent updates of outside sources without requiring complex validation and synchronization of the full document content, as only the tagged metadata needs to be updated and maintained.

Inventive Principle:

Principle #2Taking out (Extraction)

4Ease of operation

If manual content preparation is performed to ensure compatibility with the user interface, then the information can be displayed, but a substantial amount of work is required

Engineering Contradiction:

Improvecompatibility with user interfaceVSAvoidefficiency of content delivery

Core Design Contradiction:

Ease of operationVSProductivity

Solution Approach 1:

The tagged metadata structure serves multiple functions: it identifies document portions, provides context information, and enables user interface integration. This universal tagging approach eliminates the need for separate manual preparation processes for each content type, improving both ease of operation and productivity by handling multiple requirements through a single systematic approach.

Inventive Principle:

Principle #6Universality (Multi-functionality)

Data Source

PatentUS11860922B1Tagging documents to display with context sensitivity for improved user experience

Publication Date: 2024.01.02 INTUIT INC

AI summary

Certain aspects of the present disclosure provide techniques for improving a user experience of an application. Embodiments include receiving, from a user and via a user interface, a request for informational content related to a step in a workflow within the application. Embodiments include determining an identifier associated with the step. Embodiments include retrieving a reference document based on the request. Embodiments include accessing metadata associated with the reference document to identify context information associated with the identifier. Embodiments include displaying a portion of the reference document to the user within the user interface based on the context information, wherein the portion of the reference document comprises the informational content.