Document Management Maturity Assessment via Rules-Based Engine

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Solution Overview

Problem

Telecommunication carriers face challenges in managing the lifecycle of customer documents due to varying techniques and manual processes, lacking awareness of their document management system maturity, which hinders effective discovery and implementation of optimal solutions.

Innovation Solution

A system and method for generating a maturity assessment of a document management system (DMS) through stored questionnaires, processing user answers, and outputting maturity information, including potential remedies for identified deficiencies, utilizing a processor and database with a rules-based engine.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If manual and qualitative assessment methods are used for document management system maturity, then implementation flexibility is maintained, but assessment precision and reliability are insufficient

Engineering Contradiction:
Improvematurity assessment precisionVSAvoidassessment system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent replaces manual, qualitative assessment methods with an automated, rules-based engine that processes questionnaire data through defined algorithms. This substitution transforms the assessment from a mechanical manual process to an automated computational system, improving precision while managing complexity through structured rule sets.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The patent changes the parameters of assessment by introducing quantifiable metrics through questionnaire responses and automated processing. Instead of qualitative judgments, the system uses standardized parameters and scoring mechanisms to evaluate DMS maturity, enabling more precise measurement through defined evaluation criteria.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If automated processing methods are implemented for maturity assessment, then assessment precision and reliability improve, but the complexity of the assessment system increases

Engineering Contradiction:
Improvematurity assessment reliabilityVSAvoidassessment system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent segments the assessment system into distinct modular components: questionnaire modules, processing engine modules, and reporting modules. Each module performs a specific function and can be independently configured, which improves reliability through specialized processing while managing overall system complexity through modular architecture.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent creates a universal assessment platform that can evaluate multiple DMS maturity dimensions through a single integrated system. The rules-based engine handles various assessment scenarios using common processing logic, improving reliability through consistent evaluation methods while reducing complexity by avoiding separate specialized systems for each assessment type.

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

3Loss of information

If comprehensive questionnaire-based assessment is conducted, then completeness of maturity evaluation is improved, but time consumption and operational complexity increase

Engineering Contradiction:
Improveinformation completeness in maturity assessmentVSAvoidassessment time consumption
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The patent prepares assessment questionnaires and processing rules in advance, organizing evaluation criteria and data collection templates before actual assessment execution. This preliminary preparation ensures comprehensive information gathering is built into the structure, reducing on-site assessment time while maintaining completeness through pre-defined evaluation frameworks.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent implements continuous automated processing of questionnaire responses through the rules-based engine, eliminating interruptions and manual transitions in the assessment workflow. This continuous automated action maintains information completeness through thorough processing while reducing total assessment time by eliminating manual handling delays.

Inventive Principle:
Principle #20Continuity of useful action

Data Source

PatentUS10387393B1System, method, and computer program for generating a maturity assessment of a document management system
Publication Date: 2019.08.20 AMDOCS DEV LTD
  • US10387393B1 patent drawing
  • US10387393B1 patent drawing
  • US10387393B1 patent drawing

AI summary

A system, method, and computer program product are provided for generating a maturity assessment of a document management system. In use, a plurality of questionnaires are stored, in a database, where the questionnaires include questions relating to document management system. Further, one or more answers to one or more of the questions are received, via at least one input device. Utilizing at least one processor, the one or more of answers to the one or more of the questions are processed, for generating a maturity assessment of the document management system. To this send, information relating to the maturity assessment of the document management system is output via at least one output device.