Document Management Service Integration for Workflow Exception Handling

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Solution Overview

Problem

Existing document notification and delivery services and workflow management systems lack integration and flexibility, making it difficult to manage exceptions and allow for seamless document circulation between independently operating workflow processes.

Innovation Solution

A document management and delivery service is integrated with workflow management systems to detect and distribute documents across multiple workflow modules, enabling flexible document distribution channels and exception handling without requiring knowledge of other systems, allowing for independent operation and easy addition or removal of workflow modules.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If document notification and delivery services and workflow management systems operate independently, then system simplicity and ease of operation are maintained, but flexibility and exception handling capability deteriorate

Engineering Contradiction:
Improveease of operationVSAvoidflexibility
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The system divides workflow management into independent workflow modules that can operate autonomously while still participating in the overall document circulation ecosystem. Each module maintains its own operational simplicity while the integration layer provides flexibility through standardized interfaces for document subscription and delivery.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces an intermediary integration layer that connects independent document notification and delivery services with workflow management systems. This mediator enables flexible document circulation between systems without requiring them to be tightly coupled, allowing each system to remain simple while gaining enhanced adaptability through the integration interface.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Adaptability or versatility

If workflow modules are integrated into a unified system, then flexibility and exception handling improve, but system complexity increases

Engineering Contradiction:
ImproveflexibilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The workflow system is segmented into independent modules that can be added, removed, or modified without affecting the entire system. This modular architecture provides flexibility and exception handling capability while avoiding the complexity of a monolithic integrated system.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent creates universal interfaces and standardized document circulation mechanisms that work across different workflow modules and systems. This multi-functionality approach allows a single integration framework to handle diverse workflow scenarios without requiring complex customizations for each case.

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

3Reliability

If document circulation requires knowledge of other workflow systems, then integration and coordination improve, but ease of operation and independent deployment deteriorate

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

Solution Approach 1:

The integration layer acts as an intermediary that enables document circulation between workflow modules without requiring them to have direct knowledge of each other's internal operations. Each module interacts with the standardized interface, maintaining independent operation while achieving reliable coordination through the mediator.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent extracts the coordination logic from individual workflow modules and places it in the external integration layer. This allows each module to operate independently with simplified logic, while the extracted coordination mechanisms handle the complex interactions between different systems.

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS7577706B2Integrating a document management system with a workflow system and method
Publication Date: 2009.08.18 XEROX CORP
  • US7577706B2 patent drawing
  • US7577706B2 patent drawing
  • US7577706B2 patent drawing

AI summary

A document management system includes one or more document repositories for storing documents and a document notification and delivery service (DNDS) for detecting documents pertaining to subjects that are stored in the document repositories. A plurality of workflow modules subscribe to the DNDS to receive documents identified that pertain to subscribed subjects. At least two workflow modules produce documents that are published to the document repositories. Further, a first workflow module publishes to one of the document repositories a first document which is detected by the DNDS and which pertains to at least one subscribed subject of a second workflow module. Subsequent to the publication of the first document by the DNDS to the one of the document repositories, the DNDS delivers the first document to the second workflow module that operates independent from the first workflow module to produce a second document.