Knowledge-Driven Form Key Mapping Across Diverse Form Versions

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Solution Overview

Problem

Existing Form Recognizers face challenges in mapping diverse key formats across different form documents and versions, leading to difficulties in configuring comprehensive mapping rules, which hinders widespread adoption in document process automation.

Innovation Solution

A computerized method and system that uses a trained key mapping model to automatically map input keys to standard keys by narrowing down candidate form types and applying narrowing rules, leveraging a Knowledge Graph and machine learning techniques to achieve high accuracy and consistency across various forms.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If comprehensive mapping rules are configured for diverse key formats, then mapping accuracy is improved, but device complexity increases

Engineering Contradiction:
Improvemapping accuracyVSAvoidconfiguration complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system automatically generates and refines mapping rules without requiring manual configuration. The AI model analyzes form documents, identifies key formats, and creates mapping rules autonomously, allowing the system to serve itself rather than requiring complex manual setup by users

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

Manual configuration of mapping rules is replaced with an AI-based automated system. Instead of mechanically configuring rules for each key format variant, the system uses machine learning models to automatically detect patterns and generate appropriate mappings

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

2Measurement precision

If manual configuration of mapping rules is performed, then mapping precision is improved, but loss of time increases

Engineering Contradiction:
Improvemapping precisionVSAvoidconfiguration time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system performs preliminary analysis of form documents to automatically generate mapping rules before they are needed for processing. The AI model pre-identifies key formats and creates mapping strategies in advance, eliminating the need for time-consuming manual configuration during actual use

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system automatically generates and refines mapping rules without requiring manual configuration. The AI model analyzes form documents, identifies key formats, and creates mapping rules autonomously, allowing the system to serve itself rather than requiring complex manual setup by users

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If multiple form versions and key variants are supported, then adaptability is improved, but device complexity increases

Engineering Contradiction:
Improveform version adaptabilityVSAvoidmapping rule complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The AI-based mapping system provides universal functionality across multiple form versions and key variants. A single trained model can handle diverse key formats (e.g., different representations of social security numbers, dates, or identification numbers) without requiring separate configuration for each variant, achieving multi-functionality through one unified system

Inventive Principle:
Principle #6Universality (Multi-functionality)

4Productivity

If automated key mapping is implemented, then productivity is improved, but measurement precision may worsen

Engineering Contradiction:
Improvemapping speedVSAvoidmapping accuracy
Core Design Contradiction:
ProductivityVSMeasurement precision

Solution Approach 1:

The system incorporates feedback mechanisms where mapping results are continuously refined. The AI model analyzes mapping outcomes and adjusts its decisions based on feedback signals, ensuring that automated mappings achieve high accuracy comparable to manual configuration while maintaining rapid processing speeds

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS12423949B2Knowledge driven pre-trained form key mapping
Publication Date: 2025.09.23 MICROSOFT TECHNOLOGY LICENSING LLC
  • US12423949B2 patent drawing
  • US12423949B2 patent drawing
  • US12423949B2 patent drawing

AI summary

The disclosure herein describes generating input key-standard key mappings for a form. A set of input key-value pairs are received, and a subset of candidate form types are determined from a set of form types using the input key-value pairs. A set of standard keys associated with the determined subset of candidate form types are obtained. A set of input key-standard key pairs are generated using the set of input key-value pairs and the obtained set of standard keys and the set of input key-standard key pairs are narrowed using a narrowing rule. Ranking scores for each input key-standard key pair of the narrowed set of input key-standard key pairs are generated. Each input key of the set of input key-vale pairs is mapped to a standard key of the set of standard keys using at least the generated ranking scores of the narrowed set of input key-standard key pairs.