Document Analysis System Using Smart Tags for Confidential Data Detection
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Solution Overview
Problem
Corporate and personal computer users often inadvertently generate and share documents containing sensitive, confidential, or restricted information without realizing it, highlighting the need for systems and methods to analyze and manage such content effectively.
Innovation Solution
A method and system that load rules into document editing applications to detect confidential expression patterns, providing visual indications and taking corrective actions like redaction, using regular expressions and Smart Tags to identify and handle sensitive information within documents.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If document analysis tools are implemented to detect confidential information, then document security is improved, but device complexity increases
Solution Approach 1:
The patent employs Smart Tags as intermediary elements that bridge the gap between document content and security analysis. These tags act as mediators that automatically identify and flag confidential information patterns without requiring complex manual analysis, thus improving security while managing system complexity through a layered approach where Smart Tags handle initial detection before more sophisticated analysis occurs.
Solution Approach 2:
The system segments the document analysis process into distinct modular components: pattern matching rules, Smart Tag detection, visual indication generation, and corrective action mechanisms. This segmentation allows each component to be independently optimized and maintained, reducing overall system complexity while achieving comprehensive security coverage through coordinated operation of specialized subsystems.
2Measurement precision
If real-time document analysis is performed to identify confidential content, then detection precision is improved, but productivity decreases
Solution Approach 1:
The system applies partial action by focusing analysis only on specific patterns and expressions that are likely to contain confidential information, rather than analyzing entire documents uniformly. Smart Tags are applied selectively to identified patterns, and visual indications are generated only for relevant sections, thereby maintaining high detection precision for confidential information while minimizing the overall processing burden and preserving document creation productivity.
Solution Approach 2:
The system implements feedback mechanisms where visual indications are provided to users in real-time as they create or edit documents, allowing immediate correction of potential confidential information issues. This feedback loop enables users to address security concerns during the document creation process rather than requiring lengthy post-processing analysis, thus maintaining both detection precision and productivity.
3Measurement precision
If comprehensive rule sets are loaded to detect various confidential expression patterns, then detection precision is improved, but ease of operation deteriorates
Solution Approach 1:
The system enables self-service operation where the comprehensive rule sets and Smart Tag mechanisms automatically perform pattern detection and classification without requiring user intervention or configuration. Users simply create documents naturally, and the system autonomously applies the extensive rule sets to identify confidential information patterns, maintaining high detection precision while preserving ease of operation by eliminating the need for users to understand or manage the complex rule structures.
Data Source
AI summary
Systems, methods and consumer-readable media for providing content-aware document analysis and modification are provided. A system for analyzing document content according to the invention may include a rules server that stores a set of expressions. Such expressions may define predetermined confidential information and/or patterns of confidential expressions. The system may further include a communication plugin that provides a platform for incorporating the set of confidential expression patterns as part of a document-producing application. Following incorporation of the communication plugin, an inline document monitor module according to the invention may form part of the document-producing application. The inline document monitor may monitor for the occurrence of at least one of the set of confidential expression patterns in a document.