Automated Document Exchange System with Central Archive Routing

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Solution Overview

Problem

Current document exchange and management systems lack efficiency in organizing and tracking vast amounts of information, particularly in business settings, as they rely on manual processes for document distribution and tracking, leading to inefficiencies in document execution and storage.

Innovation Solution

An automated document exchange system that utilizes a central archive database accessible through a shared network, allowing systematic access and archiving of documents, with metadata for identification and routing, enabling automatic document routing for execution and archiving, and facilitating iterative document preparation and approval processes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual processes are used for document distribution and tracking, then system complexity is reduced, but productivity and organization efficiency deteriorate

Engineering Contradiction:
Improvedocument exchange efficiencyVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent introduces a centralized document management system as an intermediary between multiple organizations. This system automatically routes documents through hierarchical organizational structures, tracks document status, and manages distribution without requiring direct manual coordination between parties, thereby improving productivity while containing complexity through a dedicated intermediary layer

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system enables automatic document routing and tracking where the document management system autonomously handles document distribution based on predefined hierarchical rules. The system self-manages document status, routing decisions, and organization of documents without continuous manual intervention, improving efficiency while the automation infrastructure contains the complexity

Inventive Principle:
Principle #25Self-service

2Productivity

If automated routing and archiving is implemented, then productivity improves, but device complexity increases

Engineering Contradiction:
Improvedocument execution efficiencyVSAvoidautomation system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent segments the document management function into distinct modular components: document routing module, archiving module, tracking module, and hierarchical organization module. Each component handles specific aspects of document management independently, allowing the system to achieve high productivity through automation while managing complexity through functional segmentation

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system establishes predefined routing rules and hierarchical structures in advance before document processing begins. These preliminary configurations enable the automated system to make routing decisions and organize documents without real-time complex processing, improving productivity while reducing the computational complexity required during actual document handling

Inventive Principle:
Principle #10Preliminary action

3Loss of information

If centralized archive database is provided, then organization of information improves, but access control complexity increases

Engineering Contradiction:
Improveinformation organizationVSAvoidaccess control complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The patent implements differentiated access rights based on hierarchical levels within organizations. The centralized database provides uniform storage and organization, but access control is customized according to local organizational hierarchies - higher-level users can access documents across the hierarchy while lower-level users have restricted access. This resolves the contradiction by maintaining centralized organization while applying localized access quality

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system adds a hierarchical dimension to the access control model. Rather than simple binary access control, the system organizes users across multiple hierarchical levels, where access rights are determined by an user's position in the hierarchy. This dimensional approach enables sophisticated information organization while managing access control complexity through a structured hierarchical framework

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

Data Source

PatentUS8620953B2Automatic document exchange with archiving capability
Publication Date: 2013.12.31 ADOBE INC
  • US8620953B2 patent drawing
  • US8620953B2 patent drawing
  • US8620953B2 patent drawing

AI summary

The exchange of documents for execution can be performed efficiently using an automated system that routes and archives documents. The system may facilitate the exchange of drafts between parties by highlighting changes of the current draft with respect to the previous draft. Documents may be conveniently archived for efficient document storage and access by providing one or more central archive databases accessible through a shared network to a plurality of organizations. The operating system of the database may provide systematic access to individuals associated with an organization with the privilege to access documents according to a specific organizational hierarchy. Routing and archiving documents may be accomplished through a central exchange server.