Generative AI Workflow Management for Unstructured Data

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Solution Overview

Problem

Current workflow management systems in professional services, such as banking and legal practices, face challenges in efficiently handling bespoke client requests due to the need for manual data handling and the complexity of standardized operational protocols, leading to procedural lags and client dissatisfaction.

Innovation Solution

A computer-implemented methodology utilizing a Generative AI framework to automate workflow management by receiving unstructured data, associating it with a selected workflow, and processing it to identify the appropriate workflow steps, thereby minimizing manual intervention and enhancing operational efficiency.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Stability of the object's composition

If standardized operational protocols are used for workflow management, then operational consistency is improved, but procedural flexibility deteriorates

Engineering Contradiction:

Improveoperational consistencyVSAvoidprocedural flexibility

Core Design Contradiction:

Stability of the object's compositionVSAdaptability or versatility

Solution Approach 1:

The system dynamically adapts standardized workflows to specific client needs by allowing service representatives to modify workflow parameters and steps based on unique client requirements, transforming rigid protocols into flexible, context-aware processes

Inventive Principle:

Principle #15Dynamics

Solution Approach 2:

The system applies different levels of standardization to different aspects of workflow management, maintaining strict standardization for core operational steps while allowing flexibility in client-specific customizations and adaptations

Inventive Principle:

Principle #3Local quality

2Measurement precision

If manual data handling is performed by service representatives, then data accuracy is improved, but productivity deteriorates

Engineering Contradiction:

Improvedata accuracyVSAvoidservice delivery speed

Core Design Contradiction:

Measurement precisionVSProductivity

Solution Approach 1:

The system enables automated data extraction and population from client communications and documents, allowing the workflow management system to serve itself by automatically capturing and structuring data without manual intervention

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

The system replaces manual data handling mechanisms with automated digital processes, including optical character recognition for document scanning, natural language processing for communication analysis, and automated data validation algorithms

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

3Adaptability or versatility

If complex workflows with multiple steps are implemented, then service comprehensiveness is improved, but device complexity deteriorates

Engineering Contradiction:

Improveservice comprehensivenessVSAvoidworkflow management complexity

Core Design Contradiction:

Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system breaks down complex service workflows into discrete, manageable steps or modules, each representing a specific task or decision point that can be independently configured and executed

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

The system creates a universal workflow management platform that can handle diverse service types through a common set of standardized steps and components, reducing complexity by reusing the same framework across different service scenarios

Inventive Principle:

Principle #6Universality (Multi-functionality)

4Manufacturing precision

If foundational document templates are customized by team members, then document relevance is improved, but loss of time deteriorates

Engineering Contradiction:

Improvedocument relevanceVSAvoidcustomization time

Core Design Contradiction:

Manufacturing precisionVSLoss of time

Solution Approach 1:

The system pre-configures document templates with commonly needed content and structures based on historical data and service patterns, so that basic customization is already accomplished before the service representative receives the client request

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The system replaces manual document customization with automated template engines that dynamically generate relevant document content by pulling from structured data sources and applying predefined formatting rules

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

Data Source

PatentUS20250165893A1Method and apparatus for workflow management using a generative ai system

Publication Date: 2025.05.22 PRICEWATERHOUSECOOPERS LLP

AI summary

The invention relates to a non-transitory computer-readable storage medium storing instructions, that when executed by one or more computers configures the one or more computers to perform the steps of: (a) receive at an input of the one or more computers, unstructured data; (b) output at an interface of the one or more computers, a request to a Generative Al system to associate the unstructured data to a workflow selected among a set of workflows, wherein each workflow in the set of workflows is characterized by a series of stages; (c) receive from the interface as a result of processing by the Generative Al system an identification of the selected workflow.