Information Retrieval Scheduling From Historical Issuance Patterns

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Solution Overview

Problem

Scheduling the collection of financial documents from third-party sources is challenging as it can result in either wasting computational resources by retrieving documents that are not yet available or keeping accounting systems out-of-date by retrieving them too late.

Innovation Solution

A method and system that determine a predicted time of information issuance based on historical data to schedule retrieval, using a scheduling application that analyzes successful retrieval times and cadences to optimize fetching runs.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If information retrieval is performed frequently to ensure up-to-date accounting systems, then data freshness is improved, but computational resources are wasted when documents are not yet available

Engineering Contradiction:
Improvedata freshnessVSAvoidcomputational resource waste
Core Design Contradiction:
Loss of informationVSLoss of energy

Solution Approach 1:

The system dynamically adjusts retrieval schedules based on learned patterns from historical data. Instead of using a fixed retrieval interval, the scheduling application modifies retrieval timing according to observed issuance patterns, allowing the system to adapt to varying document availability cycles and avoid both premature and delayed retrievals.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system uses feedback from historical retrieval outcomes to improve future scheduling decisions. By analyzing past retrieval success rates and document issuance patterns, the scheduling application learns optimal retrieval timings and continuously refines the schedule, creating a closed-loop system that reduces resource waste while maintaining data freshness.

Inventive Principle:
Principle #23Feedback

2Loss of energy

If information retrieval is performed less frequently to save computational resources, then resource efficiency is improved, but the accounting system becomes out-of-date

Engineering Contradiction:
Improvecomputational resource efficiencyVSAvoiddata currency
Core Design Contradiction:
Loss of energyVSLoss of information

Solution Approach 1:

The system performs preliminary analysis of historical issuance patterns to predict future document availability before scheduling retrieval operations. By pre-processing historical data to identify cadences and patterns, the system can proactively schedule retrievals at optimal times, ensuring documents are retrieved as soon as they become available without requiring continuous monitoring.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system changes the temporal parameters of retrieval operations based on learned patterns. Instead of using uniform time intervals, the scheduling application adjusts retrieval timing parameters according to observed issuance cadences, transforming the retrieval strategy from a static schedule to a pattern-adaptive schedule that optimizes both resource efficiency and data currency.

Inventive Principle:
Principle #35Parameter changes

3Device complexity

If fixed-interval retrieval scheduling is used to simplify implementation, then system complexity is reduced, but retrieval efficiency deteriorates due to mismatched timing with actual document issuance

Engineering Contradiction:
Improvescheduling system complexityVSAvoidretrieval efficiency
Core Design Contradiction:
Device complexityVSProductivity

Solution Approach 1:

The scheduling application performs self-learning by automatically analyzing historical retrieval data and issuing patterns without requiring manual configuration. The system serves itself by generating optimized schedules based on its own operational history, eliminating the need for complex manual scheduling rules while improving retrieval efficiency through data-driven timing decisions.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS12393587B2Systems and methods for scheduling information retrieval
Publication Date: 2025.08.19 XERO
  • US12393587B2 patent drawing
  • US12393587B2 patent drawing

AI summary

Described embodiments relate to methods, systems and computer program product for scheduling retrieval of candidate information from a first entity system at the predicted time. The method comprises determining a dataset associated with historical information issued by a first entity, wherein the dataset comprises a plurality of entries, each entry comprising an information date; determining a period of successful retrieval of information issued by the first entity, or a period of issuance of information by the first entity, based on the information dates of the plurality of entries in the dataset; determining a predicted time of issuance of future information by the first entity based on the determined period; and scheduling retrieval of candidate information from a first entity system at the predicted time.