Automated Image Anchor Template Selection for Document Data Extraction

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Solution Overview

Problem

Existing methods for extracting data from documents rely heavily on manual selection of image anchor templates, which can lead to sub-par results and resource wastage due to operator skill dependence and the difficulty in predicting template matches across multiple documents, especially with distortions introduced by printing, faxing, and scanning.

Innovation Solution

A method and system for automatically generating image anchor templates using seed templates and exemplars, where candidate templates are ranked based on quality scores for their ability to predict data field locations, and the most highly ranked templates are selected for data extraction.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If manual selection of image anchor templates is used, then operator flexibility and adaptability are maintained, but operator skill dependence increases and time consumption increases

Engineering Contradiction:
Improveoperator flexibilityVSAvoidtime consumption
Core Design Contradiction:
Adaptability or versatilityVSLoss of time

Solution Approach 1:

The system performs self-service by automatically generating image anchor templates through computational algorithms that analyze document images and identify suitable templates without human intervention. The computer processor executes code to evaluate candidate templates based on quality metrics, eliminating the need for manual operator selection while maintaining adaptability through automated quality assessment

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The manual mechanical process of operator selection is replaced with an automated computational system. The computer processor substitutes human operators by executing algorithms that generate, evaluate, and rank image anchor templates based on quantitative quality scores, transforming a manual task into an automated computational process

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

2Ease of operation

If manual selection of image anchor templates is used, then operator intuition can be applied, but reliability decreases due to difficulty in predicting template matches

Engineering Contradiction:
Improveoperator intuitionVSAvoidtemplate match reliability
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system implements feedback by evaluating candidate image anchor templates using quality scores that measure their ability to predict data field locations. The computer processor calculates these scores based on how well templates match across multiple documents, providing quantitative feedback that guides template selection and ensures reliable, consistent results

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system changes parameters by using computational metrics to evaluate template quality instead of relying on subjective operator judgment. The quality score parameter quantifies template reliability by measuring match consistency across documents, transforming the selection criterion from intuitive to measurable and reliable

Inventive Principle:
Principle #35Parameter changes

3Manufacturing precision

If trial and error process is used by operators, then template selection can be refined, but resource wastage increases and productivity decreases

Engineering Contradiction:
Improvetemplate selection qualityVSAvoiddata processing throughput
Core Design Contradiction:
Manufacturing precisionVSProductivity

Solution Approach 1:

The system performs preliminary action by automatically generating and evaluating multiple candidate image anchor templates before final selection. The computer processor pre-computes quality scores for candidate templates, identifying the best matches in advance without requiring iterative trial-and-error refinement by operators, thus improving both precision and productivity

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system creates multiple copies of candidate templates from the document images and evaluates each copy's quality independently. The computer processor generates several potential image anchor templates and ranks them based on quality metrics, eliminating the need for repeated manual trial-and-error attempts and enabling parallel evaluation that boosts productivity

Inventive Principle:
Principle #26Copying

Data Source

PatentEP2405381B1Learning image templates for content anchoring and data extraction
Publication Date: 2019.03.20 PALO ALTO RESEARCH CENTER INC
  • EP2405381B1 patent drawingFigure 1A
  • EP2405381B1 patent drawingFigure 1B
  • EP2405381B1 patent drawingFigure 2

AI summary

Methods, and corresponding systems, of generating one or more image anchor templates for extracting data from a data field of a first class of documents are provided. The methods include generating (202) one or more candidate image anchor templates from at least one of one or more exemplars of the first class; determining (204) a quality score for each of the one or more candidate image anchor templates using a computer processor and known locations of the data field within the one or more exemplars of the first class; ranking (206) the one or more candidate image anchor templates according to quality score; and selecting (208) one or more of the most highly ranked image anchor templates.