Document Assembly Using Layout Analysis and Invariant Fields

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Solution Overview

Problem

Existing methods for processing multipage electronic documents lack efficiency in automatically separating individual documents from multipage files without separators, often requiring mechanical handling and barcode detection, which can lead to incorrect assembly.

Innovation Solution

A method that utilizes training data reflecting document layouts to automatically split individual documents from multipage files by matching pages to predefined layouts and using invariant fields to identify and assemble documents, even in the presence of attachments, without the need for special separators.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If separator sheets with barcodes are inserted between documents prior to scanning, then document separation can be detected, but mechanical handling complexity and labor increase significantly

Engineering Contradiction:
Improvedocument separation accuracyVSAvoidmechanical handling complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The invention extracts and removes the separator sheet requirement from the document assembly process. Instead of relying on physical separators with barcodes, the system uses layout analysis and training data to identify document boundaries directly from the scanned pages, eliminating the need for mechanical separator handling while maintaining accurate document separation.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The invention replaces the mechanical separator-based system with an automated image processing and layout analysis system. By using training data from document layouts and invariant field detection, the system substitutes physical separators and barcode scanning with computational methods that automatically identify document boundaries.

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

2Reliability

If barcode detection is used to identify separator images, then document boundaries can be detected, but assembly errors occur when barcodes are not read correctly

Engineering Contradiction:
Improvedocument boundary detectionVSAvoidbarcode reading accuracy
Core Design Contradiction:
ReliabilityVSMeasurement precision

Solution Approach 1:

The invention introduces layout analysis and training data as an intermediary between the scanned pages and document boundary detection. Instead of directly relying on barcode reading, the system uses learned document structures and invariant fields to identify boundaries, providing a more robust detection mechanism that doesn't fail when barcodes are damaged or misread.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system performs preliminary training by collecting layout data from sample documents to establish expected document structures and invariant fields. This preliminary action creates a reference model that guides the document assembly process, allowing the system to identify boundaries based on structural patterns rather than relying solely on potentially error-prone barcode detection.

Inventive Principle:
Principle #10Preliminary action

3Extent of automation

If deep learning models or Markov models are trained to separate documents, then automation can be achieved, but the approach lacks utilization of layout information and training data

Engineering Contradiction:
Improvedocument assembly automationVSAvoiddocument assembly accuracy
Core Design Contradiction:
Extent of automationVSReliability

Solution Approach 1:

The invention applies local quality by focusing on specific invariant fields and layout characteristics that are unique to each document type and originator. Instead of using generic deep learning models, the system tailors the analysis to local document structures such as invoice numbers, dates, and formatting patterns, significantly improving assembly accuracy for specific document types.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system performs preliminary training by collecting and analyzing layout data from sample documents of each originator. This creates originator-specific training data that captures the unique characteristics of each vendor's document format. This preliminary action enables the automated system to adapt to different document styles and improve reliability for each specific originator.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS11829706B1Document assembly with the help of training data
Publication Date: 2023.11.28 ANCORA SOFTWARE INC
  • US11829706B1 patent drawing
  • US11829706B1 patent drawing

AI summary

An automated method for assembling common commercial documents such as invoices, bills of lading and purchase orders placed in multipage files containing multiple documents without separators is described. The method is applicable in the presence of attachments and utilizes training data consisting of fields of interest and their locations in documents together with invariant fields frequently present in documents.