Decision Graph Rules for Automated Financial Form Processing
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Solution Overview
Problem
Manual processes for filling out financial forms, such as tax forms, are labor-intensive and tedious due to numerous criteria, leading to inefficiencies in financial decision-making.
Innovation Solution
A system that receives a graph representing a business process, models it, and automatically applies data criteria against input values to compute output values, minimizing manual processes and streamlining financial decision-making.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If manual processes are used to fill out financial forms, then flexibility in handling complex criteria is maintained, but labor intensity and time consumption increase significantly
Solution Approach 1:
The patent replaces manual mechanical processes with an automated computer system that executes business flow diagrams. The system automatically evaluates criteria, traverses decision trees, and determines actions without human intervention, thereby reducing time consumption while maintaining operational flexibility through programmable logic.
Solution Approach 2:
The system transforms manual evaluation parameters into structured data criteria within the business flow diagram. By changing the representation of decision criteria into machine-processable parameters and rules, the system enables automated evaluation while preserving the complexity handling capability needed for financial decision-making.
2Loss of time
If automated systems are implemented, then time consumption is reduced, but system complexity and difficulty in implementation increase
Solution Approach 1:
The patent segments the complex automated system into modular components: the business flow diagram editor, the automated decision engine, and the criteria evaluation module. This segmentation allows the system to handle complexity through organized, discrete functional units that can be independently developed, tested, and maintained.
Solution Approach 2:
The business flow diagram serves as an intermediary representation layer between the complex underlying system logic and the user interface. It provides a visual, intuitive way to define criteria and decisions without exposing the computational complexity, thereby reducing the perceived system complexity while maintaining automation capabilities.
3Adaptability or versatility
If manual validation processes are used, then adaptability to specific business requirements is maintained, but labor intensity increases
Solution Approach 1:
The system implements dynamic adaptability through the business flow diagram structure, which can be configured to handle varying business requirements. The criteria and decision paths can be dynamically adjusted based on specific organizational needs, allowing the automated system to adapt to different scenarios without increasing labor intensity.
Solution Approach 2:
The automated system performs self-service validation by automatically evaluating input data against the defined criteria in the business flow diagram. It independently traverses decision trees, checks conditions, and determines actions without requiring manual validation, thereby maintaining adaptability while significantly reducing labor intensity.
Data Source
AI summary
Implementations generally relate to a decision graph. In some implementations, a method includes receiving a graph, where the graph includes data criteria. The method further includes receiving a data structure, where the data structure includes input values. The method further includes applying the data criteria of the graph against the input values of the data structure. The method further includes computing an output value based on the applying of the data criteria against the input values.