Document Element Tracking via Database Linking

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Solution Overview

Problem

Database data used in documents often becomes stale, requiring manual updates, and users face unnecessary work and error risks when creating repetitive documents by copying data from databases.

Innovation Solution

A system for element tracking in documents that creates a permanent link between database data and document elements, allowing automatic updates by storing update events and providing update indications, enabling efficient and timely data reflection in documents.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual copying of database data into documents is used, then document creation is simple, but data becomes stale and requires manual updates

Engineering Contradiction:
Improvedata currencyVSAvoidmanual update effort
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system enables automatic document updates by detecting database changes and propagating them to linked documents without human intervention. The database system monitors its own data and automatically triggers document regeneration when data changes occur, making the system self-servicing rather than requiring manual user action.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system establishes a feedback loop where database changes are detected and automatically trigger document updates. The system continuously monitors the state of database objects and feeds this information back to the document generation system, creating an automatic update cycle that maintains data currency.

Inventive Principle:
Principle #23Feedback

2Productivity

If manual copying of database data is performed for each document version, then document creation flexibility is maintained, but productivity decreases due to repetitive work

Engineering Contradiction:
Improvedocument creation efficiencyVSAvoidtime for repetitive copying
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by establishing permanent links between database objects and document elements in advance. Instead of copying data at the time of document creation, the system pre-configures the document structure with dynamic links that automatically pull data from the database when needed, eliminating repetitive copying operations.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system uses dynamic copying where document elements are linked to database objects and automatically updated when source data changes. This creates a copy-on-change mechanism rather than copy-on-create, where the document maintains a reference to the original database object and updates only when necessary.

Inventive Principle:
Principle #26Copying

3Reliability

If manual data copying is used, then system complexity is low, but error introduction risk increases

Engineering Contradiction:
Improveerror reductionVSAvoidsystem architecture
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system introduces an intermediary layer between the database and documents that automatically manages data synchronization. This intermediary component handles the complexity of change detection, data validation, and automatic document regeneration, isolating users from the complexity while ensuring data accuracy.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Extent of automation

If permanent links between database data and document elements are created, then automatic updates are enabled, but system complexity increases

Engineering Contradiction:
Improveautomatic update capabilityVSAvoidlinking mechanism
Core Design Contradiction:
Extent of automationVSDevice complexity

Solution Approach 1:

The system creates universal linking mechanisms that work across different document types and database objects. The permanent link structure is designed to be multi-functional, supporting various data types, document formats, and update scenarios through a single unified approach, reducing overall system complexity despite the automation capabilities.

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

Data Source

PatentUS11609938B2Linked element tracking in documents
Publication Date: 2023.03.21 WORKDAY INC
  • US11609938B2 patent drawing
  • US11609938B2 patent drawing
  • US11609938B2 patent drawing

AI summary

A system for element tracking in documents includes a memory device, a database, and a processor. The memory device is configured to store a mapping in a memory between a linked element within a document and a database object. The database is configured to store the database object. The processor is configured to in response to an update of the database object: a) cause storage in the database of an update event associated with the linked element; and b) provide an update indication that the update associated with the linked element has occurred.