Hierarchical Software Templates for Faster User Onboarding

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Solution Overview

Problem

Complex software systems have a steep learning curve, making it challenging for users to derive value from their features, leading to avoidance of using the software.

Innovation Solution

A system providing prepackaged hierarchical templates with customizable primitives, AI-generated templates based on user needs, and a block data model for efficient organization and sharing of information, along with an AI tool for enhanced functionality.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If prepackaged templates and hierarchical structures are provided, then ease of operation is improved, but device complexity increases

Engineering Contradiction:
Improveease of useVSAvoidsystem complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent segments the complex software system into hierarchical templates with multiple levels (root templates, child templates, and primitives). This segmentation allows users to interact with simplified components rather than the entire complex system at once, improving ease of operation while managing complexity through structured organization.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces templates as intermediary elements between users and the complex underlying system. These templates serve as mediators that abstract away system complexity while providing structured access to functionality, allowing users to work with pre-configured templates rather than directly navigating complex system features.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Adaptability or versatility

If comprehensive features are included in the software system, then adaptability is improved, but ease of operation deteriorates

Engineering Contradiction:
ImprovefunctionalityVSAvoidlearning curve
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The patent applies preliminary action by providing prepackaged templates that are prepared in advance with common configurations and structures. Users can directly utilize these pre-configured templates for common tasks, eliminating the need to learn how to set up these configurations from scratch, thus reducing the learning curve while maintaining comprehensive functionality.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent implements partial action by allowing users to start with pre-configured templates that provide sufficient functionality for common tasks. Users can gradually add or modify features as needed, rather than being overwhelmed by the complete set of features upfront. This approach provides adequate functionality for most users while allowing expansion when necessary.

Inventive Principle:
Principle #16Partial or excessive action

3Adaptability or versatility

If customization options are increased, then adaptability is improved, but device complexity increases

Engineering Contradiction:
Improvecustomization capabilityVSAvoidconfiguration complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent uses a nested structure where templates contain primitives, and templates themselves can be nested within hierarchical structures. This nesting allows customization at multiple levels (modifying primitives within templates, or selecting different templates) without requiring users to understand or manage the entire system configuration at once, thus enabling adaptability while managing complexity through layered organization.

Inventive Principle:
Principle #7Nested doll (Nesting)

Data Source

PatentUS12499779B2Enabling a user to efficiently discover and utilize a complex software system
Publication Date: 2025.12.16 NOTION LABS INC
  • US12499779B2 patent drawing
  • US12499779B2 patent drawing
  • US12499779B2 patent drawing

AI summary

The system provides a hierarchical template associated with a software system. The hierarchical template includes a root template, which includes leaf templates. A leaf template is a collection of multiple primitives including at least two of one or more properties, one or more views, one or more tutorials, and one or more blocks. A property includes a name and a value. A view includes a view of a database according to a criterion. A tutorial includes an explanation of a use associated with the software system. A block is configured to include content. The system provides a user interface to add a first primitive among the multiple primitives to the leaf template, remove a second primitive in the collection of multiple primitives from the leaf template, add a first template to the hierarchical template, and remove a second template from the hierarchical template.