Custom Document Amendment Tracking via Embedded Metadata

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Solution Overview

Problem

Existing document generation systems face difficulties in efficiently incorporating and managing extensive manual amendments across different document versions, particularly when switching between varying legal jurisdictions, as the process is time-consuming and prone to errors due to the complexity of tracking and applying changes.

Innovation Solution

The system stores additional information within the document indicating which portions of content are included or excluded, along with their location and span, using unique identifiers, allowing for the automatic merging of amendments across different document drafts, enabling seamless generation of new documents with incorporated amendments without the need for manual recording.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual amendments are tracked and applied across different document versions, then document accuracy and consistency are improved, but the time and effort required for document updates increase

Engineering Contradiction:
Improvedocument accuracyVSAvoiddocument update time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system creates a digital copy of amendment information and stores it within the document structure. This copy can be automatically retrieved and applied when regenerating documents, eliminating the need for manual tracking and application of amendments across different versions.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The system performs preliminary action by storing amendment information in advance within the document's internal structure. When documents are regenerated with different data sets, the amendments are already prepared and can be automatically applied without requiring manual intervention during the update process.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If extensive manual amendments are incorporated across different document versions, then document completeness is improved, but the complexity of tracking and applying changes increases

Engineering Contradiction:
Improvedocument completenessVSAvoidamendment tracking complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system merges the amendment information directly into the document structure by storing it in association with the main document content. This integration eliminates the need for separate tracking systems and reduces the complexity of managing amendments across different document versions.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system uses an intermediary mechanism by storing amendment information within the document's internal structure, which acts as a mediator between the original document and its various versions. This intermediary storage allows automatic retrieval and application of amendments without complex manual tracking processes.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If documents are regenerated using different data sets, then document customization is improved, but the risk of losing manual edits increases

Engineering Contradiction:
Improvedocument customizationVSAvoidamendment preservation
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The system performs preliminary action by storing amendment information in advance within the document structure before regeneration occurs. This ensures that when documents are regenerated with different data sets, the manual edits are already prepared and can be automatically reapplied, preventing loss of customizations.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements feedback by automatically retrieving and reapplying stored amendment information during the document regeneration process. This feedback mechanism ensures that manual edits are preserved and applied consistently across different document versions generated with different data sets.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS8234563B1Editing of customised documents
Publication Date: 2012.07.31 THOMSON REUTERS ENTERPRISE CENTRE GMBH
  • US8234563B1 patent drawing
  • US8234563B1 patent drawing
  • US8234563B1 patent drawing

AI summary

A method of generating a second customised document incorporating amendments made to a previously generated first document, where the customised documents include one or more selected predetermined portions of document content, comprises the steps of: determining which portions of document content are comprised in the first document but which are not comprised in the second document; deleting the portions of document content determined in the preceding step from the first document; determining which portions of document content are comprised in the second document but which are not comprised in the first document; and copying the portions of document content determined in the preceding step from the second document to the first document.