Automated Matter Classification and Data Extraction

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Solution Overview

Problem

Completing matter intake forms is laborious and time-consuming for personnel due to the need to determine the appropriate form and fill out various fields with relevant information, which can vary significantly by matter type.

Innovation Solution

A method and system that automatically classify the matter type using trained models and input data, selecting the appropriate matter forms, and extracting field data to populate the forms, thereby reducing manual effort.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual completion of matter intake forms is used, then personnel can accurately determine the appropriate form and fill out fields, but it consumes significant time and labor resources

Engineering Contradiction:
Improveaccuracy of form selection and data entryVSAvoidtime required to complete matter intake forms
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system enables self-service by using trained machine learning models to automatically classify matter types and extract relevant field data from input information. The automated matter classification model determines the appropriate matter intake form, and the automated field data extraction model populates form fields without requiring manual completion by personnel, thereby resolving the contradiction between accuracy and time consumption

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces the mechanical manual process of form completion with automated computational systems. Trained models perform the classification and data extraction functions that previously required human cognitive and manual input, substituting the mechanical action of manual form filling with an automated digital process that maintains accuracy while dramatically reducing time requirements

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

2Adaptability or versatility

If multiple matter intake forms with different fields are used for different matter types, then specific information requirements for each matter type are met, but the complexity of determining and completing the correct form increases

Engineering Contradiction:
Improveability to handle different matter types with specific requirementsVSAvoidcomplexity of form selection and completion process
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system introduces an intermediary automated classification layer between the input matter information and the matter intake forms. The trained matter classification model acts as a mediator that automatically determines which form is appropriate based on the input data, eliminating the need for personnel to navigate the complexity of selecting among multiple forms with different field requirements

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system performs self-service by automatically adapting to different matter types through the trained classification model. When input information is received, the system autonomously determines the appropriate matter intake form and populates it with relevant data, eliminating the need for personnel to understand or manage the complexity of multiple forms and their specific field requirements

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS20240241926A1Systems and methods for automatic matter classification and extraction of data
Publication Date: 2024.07.18 RELX INC
  • US20240241926A1 patent drawing
  • US20240241926A1 patent drawing
  • US20240241926A1 patent drawing

AI summary

Systems and methods for automatic extraction of electronic data are disclosed. In one aspect, a method of automatically generating a matter form, the method includes receiving input data from one or more sources, the input data relating to a matter, classifying, using a trained model, a matter classification based at least in part on the input data, selecting one or more matter forms based on the matter classification, automatically extracting field data from the input data, and automatically populating fields of the one or more matter forms with the extracted field data.