Nested File Templates for Automated Retention and Deletion
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Solution Overview
Problem
The manual generation, storage, and retention of large volumes of files is inefficient and error-prone, consuming valuable human resources and increasing the risk of non-compliance with regulatory requirements.
Innovation Solution
A system and method for generating files using nested templates, where static content data and dynamic content markers are combined with merge parameter data to automate file creation, storage, and retention, with automated deletion based on predefined conditions.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If manual file generation is used, then human control and customization are maintained, but productivity is low and errors increase
Solution Approach 1:
The system uses templates as copies that can be repeatedly instantiated. A template defines the structure and content patterns, and the system generates multiple files by copying and filling these templates with different data, enabling high-speed automated file generation without manual creation of each file
Solution Approach 2:
The system changes parameters such as data values, dates, names, and other variable content within templates to generate different files. By dynamically modifying these parameters based on input data, the system maintains customization while achieving automated high-speed generation
2Loss of time
If manual file retention management is used, then selective deletion control is maintained, but time consumption increases and compliance risks increase
Solution Approach 1:
The system performs preliminary action by embedding retention policy metadata with files at the time of generation. This metadata预先 sets the retention period and deletion conditions, so when retention management time comes, the system can automatically execute deletion without manual intervention, significantly reducing time consumption
Solution Approach 2:
The system enables self-service retention management where files automatically manage their own retention status. The embedded metadata allows the system to autonomously determine when files should be deleted based on predefined policies, eliminating the need for manual review and decision-making in retention management
3Adaptability or versatility
If nested templates with multiple merge parameters are used, then file generation flexibility and customization are improved, but system complexity increases
Solution Approach 1:
The system segments the template processing into distinct phases: template definition phase, data preparation phase, and file generation phase. Merge parameters are organized into structured data objects that can be independently processed and combined, reducing the complexity of handling nested templates with multiple parameters by breaking them down into manageable units
Solution Approach 2:
The template system serves multiple functions: it defines structure, stores metadata, specifies merge parameters, and guides generation. By making the template system universal, the patent reduces overall system complexity because a single mechanism handles multiple requirements rather than needing separate systems for each function
Data Source
AI summary
Methods, systems, apparatuses, and non-transitory computer readable media for managing file generation and retention are provided. These systems may be used across a wide range of businesses to significantly automate the generation and storage of files. By utilizing nested file templates as described herein, example systems may increase the ease in which a file template may be generated, stored, retrieved, and retained. Moreover, by using the file retention storage system described below, example systems may simplify the process of ensuring files are retained for an appropriate amount of time and further assuring that files are deleted when they no longer need to be retained.