Automated Document Generation with Embedded Security Policies
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Solution Overview
Problem
Legacy approaches for automated document generation systems fail to effectively manage the lifecycle of auto-generated electronic documents, particularly in collaboration ecosystems, by not considering distribution, access control, and security policies, leading to unmanaged collaboration and governance activities.
Innovation Solution
The implementation of techniques that associate item-specific security and governance policies with generated content objects, enabling controlled collaboration and access management through data organization, communication paths, and module interrelationships, which are stored on a computer-readable medium and executed by processors to enforce permissions and policies.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If automated document generation systems assemble high-quality electronic documents using templates and database queries, then document generation capability is improved, but lifecycle management and access control capabilities deteriorate
Solution Approach 1:
The system performs preliminary actions by embedding access control lists and security policies into the document template structure before document generation occurs. This ensures that governance activities and distribution controls are pre-configured and automatically applied to generated documents, preventing lifecycle management issues rather than addressing them after document creation.
Solution Approach 2:
The patent introduces an intermediary layer between the document generation engine and the collaboration ecosystem. This intermediary manages the interface by translating document generation outputs into collaboration-ready objects with embedded security metadata, enabling automated lifecycle management without compromising generation speed or quality.
2Productivity
If legacy document generation systems focus on assembly processes, then document creation efficiency is improved, but collaboration and security policy enforcement deteriorate
Solution Approach 1:
The system implements multi-functionality by designing document templates that simultaneously serve as both generation blueprints and collaboration objects. The templates include embedded access control lists and policy definitions that enable the same document structure to be used for generation while automatically enforcing collaboration rules, security policies, and distribution controls across the ecosystem.
Solution Approach 2:
The patent applies parameter changes by transforming static document templates into dynamic objects with configurable security and collaboration parameters. These parameters can be adjusted based on the specific collaboration context, allowing the same template to generate documents with different access control lists and governance policies depending on the target ecosystem requirements.
3Speed
If document generation systems do not consider distribution and access control, then generation speed is improved, but security and governance management deteriorate
Solution Approach 1:
The system performs preliminary action by pre-configuring access control lists and security policies within the template definition phase. This allows document generation to proceed at high speed while security and governance rules are already embedded in the document structure, eliminating the need for post-generation security configuration and maintaining both speed and security management capability.
Data Source
AI summary
Methods, systems, and computer program products for automated document generation within a collaboration system. Multiple components are operatively interconnected to carry out automated document generation operations. Collaboration activity limitations are enforced over newly-generated documents. The document generation process produces newly-generated documents and other outputs that are stored in the collaboration system. Operational elements of the collaboration system are able to access the generated document and other document generation system outputs to perform content analysis. Based at least in part on results of the content analysis, characteristics of the generated document and characteristics of the corresponding document system I/O, the collaboration system assigns and/or modifies access parameters of the newly-generated document and its metadata. The access parameters control ongoing enforcement of document handling policies. The document generation process gathers information from third-party systems to produce situation- or application-specific generated documents.