Knowledge-Graph ECM Filing for Unlinked Documents

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Solution Overview

Problem

Existing enterprise content management systems struggle with limited interoperability between unstructured content and structured data, leading to manual and inefficient filing of content objects to workspaces, especially when there is no prior relationship to a business object.

Innovation Solution

Implementing an intelligent auto filing system based on entity linking, which detects and extracts indicators from documents to identify relevant entities and automatically file documents to corresponding workspaces using a knowledge graph-based approach, even when there is no a priori connection to a business object.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If manual filing processes are used for content objects without prior relationship to business objects, then flexibility and adaptability are maintained, but productivity and efficiency deteriorate due to high manual effort

Engineering Contradiction:

Improveability to file documents without prior BO relationshipVSAvoidfiling efficiency

Core Design Contradiction:

Adaptability or versatilityVSProductivity

Solution Approach 1:

The system enables self-service automatic filing by extracting entity indicators from document text and automatically matching them to workspaces without requiring manual intervention. The entity extraction and matching processes operate autonomously to file content objects to appropriate workspaces based on their content.

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

Manual mechanical filing operations are replaced with automated information processing systems that use entity extraction, text analysis, and algorithmic matching to determine and execute filing decisions, substituting human manual work with automated computational processes.

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

2Productivity

If automated filing systems are implemented, then productivity improves, but device complexity increases due to additional processing requirements

Engineering Contradiction:

Improvefiling efficiencyVSAvoidsystem complexity

Core Design Contradiction:

ProductivityVSDevice complexity

Solution Approach 1:

The automated filing system is segmented into distinct functional modules: entity indicator extraction module, candidate workspace identification module, and entity-linking module. Each module performs a specific task in the filing process, making the overall complex system manageable through functional decomposition.

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

Entity indicators extracted from document text serve as intermediaries that bridge the gap between unstructured document content and structured workspace metadata. These indicators enable the system to match documents to workspaces without requiring direct complex interactions between all system components.

Inventive Principle:

Principle #24Intermediary (Mediator)

3Measurement precision

If entity linking with multiple indicators is used, then measurement precision improves for document-workspace matching, but loss of time increases due to evaluating multiple candidates

Engineering Contradiction:

Improvedocument-workspace matching accuracyVSAvoidtime to evaluate candidates

Core Design Contradiction:

Measurement precisionVSLoss of time

Solution Approach 1:

The system changes parameters by evaluating multiple candidate workspaces simultaneously using parallel processing and by adjusting the number and type of entity indicators considered. This allows the system to maintain high matching precision while managing evaluation time through parameter optimization.

Inventive Principle:

Principle #35Parameter changes

Solution Approach 2:

The system performs partial evaluation by initially identifying a small set of strong candidate workspaces based on key entity indicators, then performing more detailed evaluation only on these candidates rather than all possible workspaces. This excessive action on a reduced set maintains precision while reducing overall time loss.

Inventive Principle:

Principle #16Partial or excessive action

Data Source

PatentUS12450200B2Systems and methods for intelligent automatic filing of documents in a content management system

Publication Date: 2025.10.21 OPEN TEXT SA ULC

AI summary

Embodiments provide for intelligent auto filing of documents to enterprise content management (ECM) system workspaces. Embodiments may include maintaining a database of ECM information including a plurality of enterprise workspaces having attributes; based on the ECM information, generating a knowledge graph comprising nodes for enterprise workspaces and edges for relationships between enterprise workspaces; receiving a document for filing in one of the enterprise workspaces; detecting a plurality of indicators in the document text and evaluating the indicators to generate a subset of strong indicators in the plurality of indicators; querying the knowledge graph based on the strong indicators to generate a set of candidate enterprise workspaces; comparing the set of candidate enterprise workspace attributes to the strong indicators to determine a score of each candidate enterprise workspace; and based on said scores, linking and storing the document to one of the candidate enterprise workspaces.