Document Category Index for Relevance-Based Sharing

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Solution Overview

Problem

Current document sharing systems fail to direct recipients to the most relevant document within a category, often leading to outdated versions being accessed instead of newer or more relevant documents, especially when documents are related by category but lack explicit shared properties like metadata or document IDs.

Innovation Solution

A system and method that utilize an electronic document repository with a document category index to store and manage documents, where a document management module generates sharing links and determines the most relevant document by calculating relevance scores based on document categories, ensuring recipients access the most up-to-date or relevant document within a category upon link invocation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If document sharing is based on document ID or version tracking, then document identity and traceability are maintained, but recipients may access outdated versions when multiple related documents exist

Engineering Contradiction:
Improvedocument version accuracyVSAvoidrelevance information
Core Design Contradiction:
ReliabilityVSLoss of information

Solution Approach 1:

The system changes the parameter used for document selection from document ID/version to relevance score based on category. When a recipient accesses a shared document, the system calculates relevance scores for all documents in the same category and redirects to the most relevant one, ensuring recipients get the most appropriate version while maintaining category-based organization

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system introduces a document category index as an intermediary between the shared document and the actual document accessed. This index stores category information for each document and enables the system to identify and redirect to the most relevant document within the category, acting as a mediator that resolves the conflict between document identity and relevance

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If the system tracks extrinsically related documents using existing methods, then document relationships are monitored, but the system cannot determine which document is most relevant without shared metadata or IDs

Engineering Contradiction:
Improvedocument relationship trackingVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system changes from tracking documents based on shared metadata or IDs to tracking documents based on category assignment. By assigning category information to each document in the index, the system can identify related documents without requiring them to share specific metadata fields or ID patterns, simplifying the tracking mechanism while improving relevance determination

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The document category index serves multiple functions: it stores category information for classification, enables identification of related documents within categories, and provides the basis for calculating relevance scores. This multi-functional approach reduces system complexity by consolidating multiple tracking requirements into a single indexing mechanism

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Ease of operation

If the system provides access to the shared document directly, then sharing is simple and direct, but recipients may not receive the most up-to-date or relevant version

Engineering Contradiction:
Improvedocument sharing simplicityVSAvoiddocument currency
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system performs preliminary action by pre-calculating and storing category information in the document category index before sharing occurs. When a document is shared, the category information is already available, enabling immediate relevance determination without requiring complex real-time analysis, thus maintaining simplicity while ensuring currency

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements feedback by automatically redirecting recipients to the most relevant document based on category-based relevance scoring. This feedback mechanism ensures that even if an outdated version is initially shared, the system corrects the redirection to provide the current most relevant version, maintaining both simplicity and reliability

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS10007667B2Systems and methods for document management for sharing documents according to document category
Publication Date: 2018.06.26 8318808 CANADA
  • US10007667B2 patent drawing
  • US10007667B2 patent drawing
  • US10007667B2 patent drawing

AI summary

Systems and methods for document management for sharing documents according to document categories, wherein an author can generate a document for sharing, specify a document category for the document, and share the document or the category. Upon accessing a shared document by a recipient, the recipient may be prompted to access the most relevant document of the document category. The recipient may thus receive a link to a shared document and, upon invoking the link, instead of being directed to the shared document, may be directed to a subsequently authored, or otherwise more relevant document from the document category. The determination of relevancy may relate to the age of a document.