Document PII Redaction Pipeline for Real-Time Secure Transfer

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Solution Overview

Problem

Existing tools for managing personally identifiable information (PII) in documents are limited in functionality, particularly in providing real-time processing and visualization, and do not ensure secure removal and compliance with privacy regulations.

Innovation Solution

A system utilizing artificial intelligence (AI) and large language models (LLM) for real-time PII detection and management, which includes temporary caching and redaction of sensitive information without storing documents, ensuring compliance with privacy regulations and minimizing data breach risks.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If commercial tools are used to remove sensitive information from documents, then information security is improved, but functionality and processing capability are limited

Engineering Contradiction:

Improveinformation securityVSAvoidfunctionality

Core Design Contradiction:

ReliabilityVSAdaptability or versatility

Solution Approach 1:

The system performs multiple functions including PII detection, redaction, visualization, and file format conversion within a single platform. The PII detector identifies sensitive information, the redactor removes it, and the converter restores file formatting, creating a universal tool that addresses security and functionality needs simultaneously

Inventive Principle:

Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system divides the document processing into distinct functional modules: PII detection component, redaction component, and file format conversion component. Each module handles a specific aspect of the processing pipeline, allowing independent optimization and maintenance while working together to provide comprehensive functionality

Inventive Principle:

Principle #1Segmentation

2Reliability

If existing PII removal tools are used, then data protection is improved, but processing speed and scalability are limited

Engineering Contradiction:

Improvedata protectionVSAvoidprocessing speed

Core Design Contradiction:

ReliabilityVSProductivity

Solution Approach 1:

The system replaces manual or batch-oriented PII removal processes with an automated real-time processing system using AI/ML models. The automated detection and redaction occur during document transfer without manual intervention, dramatically increasing processing speed while maintaining data protection

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system enables continuous real-time processing of documents during transfer operations. Rather than batch processing after collection, the PII detection and redaction occur continuously as documents are being transferred, maximizing processing efficiency and minimizing delays

Inventive Principle:

Principle #20Continuity of useful action

3Productivity

If documents are stored for processing, then processing capability is improved, but security risk is increased

Engineering Contradiction:

Improveprocessing capabilityVSAvoidsecurity risk

Core Design Contradiction:

ProductivityVSObject-affected harmful factors

Solution Approach 1:

The system processes documents in real-time during transfer without storing them permanently. Documents are processed immediately as they pass through the system, with temporary caching only during the brief processing window, then discarded. This minimizes the time sensitive information is vulnerable to security breaches

Inventive Principle:

Principle #21Skipping (Rushing through)

4Measurement precision

If manual PII removal is performed, then precision is improved, but time consumption increases

Engineering Contradiction:

ImprovePII detection accuracyVSAvoidtime consumption

Core Design Contradiction:

Measurement precisionVSLoss of time

Solution Approach 1:

The system replaces manual PII detection and redaction with automated AI/ML-based detection algorithms. These models are trained to accurately identify various types of personally identifiable information including names, addresses, social security numbers, and financial account numbers, providing high precision detection without manual time investment

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

Data Source

PatentUS20250378192A1Method and system to manage personally identifiable information in a document

Publication Date: 2025.12.11 JPMORGAN CHASE BANK NA

AI summary

There are provided methods and systems for retrieval and management of target information in one or more files. For example, there is provided a system that includes a processor and memory including instructions which, when executed by the processor, can cause the processor to perform certain operations. The operations can include receiving a file and categorizing the file into one or more components. The operations can further include extracting a machine-readable arrangement from the one or more components and detecting target information from the machine-readable arrangement. Further, the operations can include modifying the target information and assembling an output file including the modified target information.