Document Gateway Cloud Repository Automation

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Solution Overview

Problem

The handling and organization of paper documents, such as receipts and medical reports, are cumbersome and time-consuming, and existing digital solutions require manual input of consumer IDs and lack efficient storage and analysis capabilities for documents from multiple vendors.

Innovation Solution

A cloud-based document management system with a document gateway that allows for the upload of documents directly to a cloud repository, using NFC or smart devices for user consent, and integrates metadata for easy searching, enabling device-independent access and management of documents from multiple sources.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Extent of automation

If paper documents are manually scanned and organized, then documents can be digitized and stored, but the process becomes time-consuming and burdensome

Engineering Contradiction:
Improvedocument digitizationVSAvoidorganization time
Core Design Contradiction:
Extent of automationVSLoss of time

Solution Approach 1:

The system enables automatic document capture through NFC technology where the consumer device automatically transmits document data to the vendor system without requiring manual scanning or organization by the consumer. The vendor's system then automatically processes, stores, and indexes the documents in the cloud repository.

Inventive Principle:
Principle #25Self-service

2Ease of operation

If documents are stored physically at a location, then they can be kept organized, but retrieval requires being at that location

Engineering Contradiction:
Improvedocument retrievalVSAvoidstorage system
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The system transitions document storage from physical space (local filing cabinets or folders) to cloud-based digital space, enabling access from any location with internet connectivity. Documents are stored in a centralized cloud repository and can be retrieved remotely through the consumer device application.

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

3Productivity

If consumer ID is manually entered at Point of Sale, then receipts can be associated with consumer account, but the process is cumbersome and error-prone

Engineering Contradiction:
Improvereceipt processingVSAvoidID entry
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The system replaces manual typing of consumer ID with NFC (Near Field Communication) technology. The consumer simply taps their device near the Point of Sale terminal, and the system automatically captures and associates the consumer ID with the transaction and received documents, eliminating manual entry errors and speeding up the process.

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

4Adaptability or versatility

If documents from multiple vendors are collected manually, then all documents can be in one place, but organization and analysis become complex

Engineering Contradiction:
Improvemulti-vendor document collectionVSAvoiddocument management system
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system creates a universal document management platform that can receive, store, and organize documents from multiple different vendors through a single interface. The cloud-based repository and automated indexing system handle diverse document types from various sources uniformly, eliminating the need for separate management systems for each vendor.

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

Data Source

PatentUS9978039B1Document gateway system to cloud-based document repository
Publication Date: 2018.05.22 SHARMA ASHUTOSH MOHAN
  • US9978039B1 patent drawing
  • US9978039B1 patent drawing
  • US9978039B1 patent drawing

AI summary

A document management system includes a document gateway disposed between a document provider and a printer. When the document gateway receives a print-ready document from the document provider, the document gateway determines whether to cause the document to be uploaded to a cloud-based document repository or to be printed to yield a hardcopy document. This determination is made based on an indication from a document consumer and using a consumer device such as a smartphone or customer card, that the document consumer wishes a digital copy of the document. If the document is uploaded, the consumer benefits from having documents uploaded to a centralized repository, while the vendor benefits from obtaining consumer profile information at negligible acquisition cost. Additional embodiments are disclosed.