Document Tracking and Correlation for Warranty Management

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Solution Overview

Problem

Users often face difficulties in managing warranties for products, as they may lose or misplace receipts, leading to unnecessary resource wastage and inefficiencies when trying to claim warranty benefits without proof of purchase or warranty validity.

Innovation Solution

A document management platform that processes receipt data using term matching techniques to identify transaction information, determines warranty eligibility, generates tags for searchability, and performs actions like reminding users of expiration dates and assisting in submitting claims or renewing warranties.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If users manually manage warranty information and receipts, then they have full control over their data, but they waste time and resources searching for receipts and managing warranty claims

Engineering Contradiction:
Improvewarranty management efficiencyVSAvoidtime spent searching for receipts
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system automatically processes receipts through OCR technology, extracts warranty information, and manages claims without requiring user intervention. The platform self-services by capturing receipt images, identifying transaction details, determining warranty eligibility, and notifying users of expiration dates, thereby eliminating manual searching and management efforts

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system performs preliminary actions by automatically capturing and processing receipt information at the time of purchase, extracting warranty details before they are needed, and proactively notifying users of upcoming expiration dates. This preliminary processing eliminates the need for users to search for receipts when making claims

Inventive Principle:
Principle #10Preliminary action

2Productivity

If users submit warranty claims without proper verification, then the claim process is faster, but resource wastage occurs due to invalid claims

Engineering Contradiction:
Improvewarranty claim processing speedVSAvoidresource wastage from invalid claims
Core Design Contradiction:
ProductivityVSLoss of energy

Solution Approach 1:

The system implements feedback mechanisms by automatically verifying receipt authenticity through OCR processing, cross-checking warranty eligibility criteria, and validating product information before approving claims. This feedback loop ensures claim validity while maintaining efficient processing speeds

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs preliminary verification of receipt authenticity and warranty eligibility before claims are submitted, extracting and validating transaction details, product information, and warranty terms in advance. This preliminary validation prevents resource wastage from invalid claims while maintaining fast processing

Inventive Principle:
Principle #10Preliminary action

3Measurement precision

If the system processes all receipt data through detailed term matching, then accuracy of warranty identification is improved, but processing time and computational resources increase

Engineering Contradiction:
Improvewarranty identification accuracyVSAvoidprocessing time for term matching
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system applies partial term matching by focusing on key warranty-related terms and patterns in receipt data rather than analyzing every word. This selective approach maintains high accuracy in identifying warranty information while significantly reducing processing time and computational resources

Inventive Principle:
Principle #16Partial or excessive action

Solution Approach 2:

The term matching process is segmented into multiple stages: initial OCR text extraction, keyword identification for warranty relevance, detailed term matching for eligible products, and final verification. This segmentation allows the system to apply intensive processing only where necessary, balancing accuracy with efficiency

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS11100475B2Document tracking and correlation
Publication Date: 2021.08.24 CAPITAL ONE SERVICES LLC
  • US11100475B2 patent drawing
  • US11100475B2 patent drawing
  • US11100475B2 patent drawing

AI summary

A device receives receipt data of a receipt of a transaction for a product, and processes, using a term matching technique, the receipt data to identify transaction information including a transaction date and product information. The device determines that the transaction caused a user to be covered by or eligible for a warranty for the product, generates a tag identifying the product, and associates, using a data structure, the product information, data identifying the warranty, and the tag with a record of the transaction that is accessible via a program that allows the user to search for the receipt or terms of the warranty. The device performs actions associated with assisting the user in managing the warranty, such as by reminding the user of an expiration date of the warranty and/or by assisting the user in submitting a claim based on the warranty.