Document Importation and Analysis for Secure Tax Storage

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Solution Overview

Problem

Existing document storage solutions for tax-related documents require detailed and repeated authentication, making them cumbersome and reducing usage frequency due to the sensitive nature of the information, which complicates the process of importing, analyzing, and storing documents for later retrieval.

Innovation Solution

A computer program and system that imports, analyzes, and stores tax-related documents with minimal or no user authentication, determining document type and sensitivity level to provide appropriate access and storage, allowing users to retrieve documents associated with their account without extensive login procedures.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If detailed and repeated authentication is required for document storage, then security is improved, but ease of operation deteriorates

Engineering Contradiction:
ImprovesecurityVSAvoidease of operation
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system performs preliminary actions by automatically analyzing the document to determine sensitivity level and identifying the user account before authentication is required. This allows the system to prepare security parameters in advance, so that when authentication occurs, it is streamlined rather than repetitive and detailed.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system provides self-service by automatically determining document sensitivity levels and associating documents with user accounts without requiring detailed user input or repeated authentication. The system serves itself by making intelligent determinations about security requirements based on document analysis.

Inventive Principle:
Principle #25Self-service

2Reliability

If detailed authentication procedures are implemented, then security is improved, but productivity deteriorates

Engineering Contradiction:
ImprovesecurityVSAvoidproductivity
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system performs security assessments and document analysis in advance, determining sensitivity levels and authentication requirements before the user needs to access or store the document. This preliminary action eliminates the need for repeated detailed authentication procedures, thereby improving productivity while maintaining security.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system dynamically changes authentication parameters based on document sensitivity levels. Instead of requiring the same detailed authentication for all documents, the system adjusts the authentication requirements to match the actual security needs of each document, improving productivity by reducing unnecessary authentication steps.

Inventive Principle:
Principle #35Parameter changes

3Ease of operation

If documents are stored locally on user devices, then accessibility is improved, but device complexity increases

Engineering Contradiction:
ImproveaccessibilityVSAvoiddevice complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The system introduces a cloud-based document management service as an intermediary between the user and the documents. Instead of storing documents directly on user devices, the system stores them in the cloud and provides access through the service, thereby reducing device complexity while maintaining accessibility.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Volume of stationary object

If cloud-based document storage is implemented, then storage capacity is improved, but authentication complexity increases

Engineering Contradiction:
Improvestorage capacityVSAvoidauthentication complexity
Core Design Contradiction:
Volume of stationary objectVSDevice complexity

Solution Approach 1:

The system changes authentication parameters dynamically based on document sensitivity levels. For low-sensitivity documents, the system implements simplified authentication or even automatic access, while reserving detailed authentication for high-sensitivity documents. This parameter change approach reduces authentication complexity overall while maintaining appropriate security.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system provides self-service authentication by automatically determining user identity through document analysis and making intelligent access decisions. This reduces the need for manual, complex authentication procedures while maintaining cloud-based storage security.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS10628495B2Document importation, analysis, and storage
Publication Date: 2020.04.21 HRB INNOVATIONS
  • US10628495B2 patent drawing
  • US10628495B2 patent drawing
  • US10628495B2 patent drawing

AI summary

Embodiments of the invention involve importing and storing a document from a user, including acquiring the document; analyzing the document to determine a set of identification information; determining a user account associated with the document based upon the set of identification information; determining a sensitivity level of the document; providing a certain level of access to the user account based upon the sensitivity level of the document; and storing the document in a document data store such that the document can be retrieved in association with the user account.