Document Automation System Amendment Logic Segmentation

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Solution Overview

Problem

Existing document automation systems lack the ability to efficiently allow users to amend generated documents in a way that ensures future regenerations are substantially identical to the amended version, limiting their flexibility and accuracy in complex document creation.

Innovation Solution

An electronic-document generation system that includes generation means to evaluate logic sources and permit user amendments to both content and logic sources, ensuring equivalent changes are made to the source materials, allowing for user interface-driven amendments and updates to document structure and content.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If existing document automation systems allow users to amend generated documents, then document flexibility improves, but the system cannot ensure future regenerations are substantially identical to the amended version

Engineering Contradiction:
Improvedocument flexibilityVSAvoidregeneration consistency
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The system segments document amendments into two distinct categories: data-driven amendments (changes to input data) and source-driven amendments (changes to template or logic sources). This segmentation allows the system to track and manage different types of changes separately, enabling users to amend documents flexibly while maintaining regeneration consistency by understanding which amendments should be preserved in the source and which are merely data variations.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system implements feedback mechanisms that monitor and track user amendments to generated documents. When users amend a document, the system analyzes the amendment type and provides feedback on whether the amendment should be reflected in future regenerations. This feedback loop ensures that document flexibility is maintained while regeneration consistency is preserved by automatically updating source templates only when appropriate.

Inventive Principle:
Principle #23Feedback

2Device complexity

If users can only amend data in generated documents, then system simplicity is maintained, but document customization capability is limited

Engineering Contradiction:
Improvesystem simplicityVSAvoiddocument customization capability
Core Design Contradiction:
Device complexityVSAdaptability or versatility

Solution Approach 1:

The system dynamically adjusts its functionality based on the type of amendment detected. When users amend documents, the system automatically determines whether the amendment is data-driven or source-driven and responds accordingly. This dynamic behavior allows the system to maintain simplicity for routine data amendments while enabling advanced customization capabilities when source amendments are detected, without requiring the user to manually configure complex settings.

Inventive Principle:
Principle #15Dynamics

3Manufacturing precision

If the system tracks all user amendments to ensure future consistency, then regeneration accuracy improves, but system complexity increases

Engineering Contradiction:
Improveregeneration accuracyVSAvoidsystem complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The system applies different tracking and processing qualities to different types of amendments. Rather than uniformly tracking all amendments with the same level of detail, the system applies enhanced tracking only to source-driven amendments that affect future regenerations, while treating data-driven amendments with simpler processing. This local quality approach improves regeneration accuracy for critical amendments while maintaining system simplicity for routine operations.

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS10445411B2Document automation systems
Publication Date: 2019.10.15 THOMSON REUTERS ENTERPRISE CENTRE GMBH
  • US10445411B2 patent drawing
  • US10445411B2 patent drawing
  • US10445411B2 patent drawing

AI summary

The present invention relates to document automation/assembly systems, and more particularly to document automation systems distributed over a network such as the Internet, and/or other communication networks. In addition, the present invention relates to methods, especially computer-implemented methods, to computer programs, and to recording media storing such programs for use in such systems.