Hierarchical File Management for Event Document Integrity

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Solution Overview

Problem

Conventional electronic file systems lack the ability to associate electronic documents with events in a logical manner, leading to difficulties in managing complex events, such as insurance claims and litigation, where documents become disorganized and lost, and cross-references between documents are hard to maintain.

Innovation Solution

A hierarchical data structure is constructed based on event components, with a file folder hierarchy created to facilitate user access, allowing documents to be designated as 'documents of record' and working copies to be created, while a scanning information sheet aids in migrating paper documents into an electronic file management system.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Duration of action of stationary object

If paper files are used to manage complex events, then documents can be securely stored over long periods, but the files become large and complex, increasing the likelihood of document loss and disorganization

Engineering Contradiction:
Improvelong-term storage capabilityVSAvoiddocument organization reliability
Core Design Contradiction:
Duration of action of stationary objectVSReliability

Solution Approach 1:

The patent creates electronic copies of paper documents and stores them in a hierarchical data structure. This allows the original paper files to be preserved for long-term storage while the electronic copies maintain organization through digital categorization, reducing the risk of loss and disorganization associated with physical file management.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The patent replaces the mechanical paper filing system with an electronic hierarchical data structure. This substitution enables better organization, searchability, and accessibility of documents while maintaining long-term storage capability, thereby improving reliability without sacrificing storage duration.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Quantity of substance

If paper files are used for complex events, then documents can be physically stored, but sharing files between users in different locations becomes difficult

Engineering Contradiction:
Improvedocument storage capacityVSAvoidfile sharing capability
Core Design Contradiction:
Quantity of substanceVSEase of operation

Solution Approach 1:

The patent creates electronic copies of documents that can be easily shared and accessed by multiple users across different locations. The hierarchical data structure allows users to access, view, and collaborate on documents remotely, eliminating the physical sharing limitations of paper files while maintaining full document storage capacity.

Inventive Principle:
Principle #26Copying

3Ease of operation

If documents are stored in a conventional electronic folder structure, then files can be accessed electronically, but documents cannot be logically associated with events and become disorganized

Engineering Contradiction:
Improveelectronic file accessVSAvoidevent-document relationship information
Core Design Contradiction:
Ease of operationVSLoss of information

Solution Approach 1:

The patent segments the file management system into a hierarchical data structure with distinct categories and metadata fields that logically associate documents with specific events. This segmentation allows electronic documents to be organized by event, type, and relevance, preventing information loss while maintaining easy access through the structured framework.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent incorporates metadata and indexing mechanisms that automatically categorize and associate documents with events based on their content and context. This feedback system ensures documents are logically organized and easily retrievable, preventing disorganization while maintaining efficient electronic access.

Inventive Principle:
Principle #23Feedback

4Productivity

If users write notes directly on pictures or documents, then notes can be added quickly, but unaltered versions of the original documents become difficult to retrieve

Engineering Contradiction:
Improvenote-taking speedVSAvoidoriginal document integrity
Core Design Contradiction:
ProductivityVSLoss of information

Solution Approach 1:

The patent creates working copies of original documents that can be annotated and modified. These copies maintain the integrity of the original documents while allowing users to add notes and annotations. The hierarchical data structure tracks both the original and modified versions, ensuring unaltered originals can be retrieved when needed.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The patent separates the original document storage from the working copy storage within the hierarchical data structure. This segmentation allows users to work on copies without affecting originals, while maintaining the ability to retrieve both unaltered versions and annotated versions through the structured organization.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS8396909B1Electronic file management hierarchical structure
Publication Date: 2013.03.12 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US8396909B1 patent drawing
  • US8396909B1 patent drawing
  • US8396909B1 patent drawing

AI summary

Based on received data descriptive of an event, a hierarchical data structure is constructed comprising structural elements associated with components of an event. A file folder hierarchy corresponding to the hierarchical data structure is created. User interfaces facilitate user access to files and folders in the hierarchies. Certain documents may be designated as documents of record and access to those documents is limited to processes that will not modify the original electronic document, thereby preserving it. Facilities for creating working copies of documents of records and associating them within the hierarchies are provided. A scanning information sheet that may have an electronically readable data imprint containing information about a document to be scanned is described for facilitating the migration of paper documents into an electronic file management system.