Grid View Coding Interface for Rapid Document Review
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Solution Overview
Problem
The human review phase in electronic discovery is increasingly time-consuming and costly due to the mounting number of documents that require relevance determination, with each attorney decision costing approximately $1.25 and taking significant time, especially when dealing with large document corpora exceeding 10 million potentially relevant documents.
Innovation Solution
A document review interface is introduced that allows for rapid input and display of document coding decisions across multiple documents using a grid view coding interface, enabling users to select and code documents efficiently, with features like automatic document rendering, validation, and data entry rules, reducing the need for traditional document-specific coding forms and enhancing data entry speed.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If traditional document-specific coding forms are used for each document, then data entry accuracy can be maintained, but data entry speed and productivity significantly decrease
Solution Approach 1:
The interface is segmented into distinct functional zones: a grid view area displaying multiple documents with their coding status, a detailed view area showing full document content, and a coding panel for data entry. This segmentation allows reviewers to quickly scan multiple documents in the grid view while maintaining accuracy through the detailed view and structured coding panel.
Solution Approach 2:
The patent transitions from a traditional single-document linear review process to a multi-dimensional interface where documents are displayed in a grid layout alongside their metadata and coding status. This dimensional change enables reviewers to perceive multiple documents simultaneously and make rapid coding decisions without navigating through each document sequentially.
2Measurement precision
If attorneys review each document individually with traditional interfaces, then coding accuracy is maintained, but time consumption increases significantly
Solution Approach 1:
The system performs preliminary actions by automatically generating the grid view with document metadata, filtering options, and coding templates before the attorney begins review. Frequently used coding categories and filters are pre-configured, allowing attorneys to immediately begin accurate coding without setup time.
Solution Approach 2:
The patent implements copy-paste functionality that allows attorneys to replicate coding decisions across multiple documents. When a document is determined to be non-relevant or duplicative, the coding can be copied to other similar documents, maintaining consistency and accuracy while dramatically reducing review time for large corpora.
3Productivity
If rapid data entry interfaces are implemented, then productivity increases, but data entry accuracy and validation may decrease
Solution Approach 1:
The interface provides immediate feedback through the grid view that updates in real-time as coding decisions are made. Visual indicators show coding status, validation results, and quality metrics, allowing attorneys to monitor their accuracy while maintaining high productivity. The system validates entries and provides corrective feedback without interrupting the review flow.
Solution Approach 2:
The coding interface is dynamic and adaptive, adjusting to the attorney's workflow patterns. The system allows flexible navigation between grid and detailed views, enables dynamic filtering and sorting of documents, and adapts coding templates based on the specific review project requirements, maintaining both speed and accuracy.
4Reliability
If traditional sequential document review processes are used, then thoroughness is maintained, but network traffic and server calls increase
Solution Approach 1:
The system performs preliminary actions by pre-loading document metadata, filtering criteria, and coding templates into local memory before the review begins. This reduces the need for continuous server calls during the review process, minimizing network traffic while maintaining thoroughness through client-side validation and processing.
Data Source
AI summary
A computer-implemented method that includes generating a graphical user interface including a coding interface and a document viewer interface. The coding interface displays a grid that includes a plurality of cells representing a plurality of documents and a plurality of fields. A selection of one of the cells is received. The cell represents a selected one of the documents, and a selected one of the fields. A rendering of the selected document is automatically displayed in the document viewer interface. A value entered into the selected cell is received and the value is transmitted to a database for storage thereby.