Document Routing via OCR Keyword Matching and User Confirmation
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Solution Overview
Problem
Current document routing systems, especially those using bar codes or QR codes, are inefficient for handling large volumes of facsimiles or scanned documents, as they require pre-printed forms and can lead to misrouting, necessitating manual correction.
Innovation Solution
A system that uses Optical Character Recognition (OCR) to extract text from documents, matches keywords to classifications, and routes documents to appropriate destinations based on confirmed classifications, allowing for user confirmation and correction through a client device.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Extent of automation
If code-based routing systems (bar codes or QR codes) are used to route documents, then document routing automation is achieved, but the system requires pre-printed forms and cannot handle documents without such codes
Solution Approach 1:
The patent replaces the mechanical code-based routing system with an optical character recognition (OCR) based system. Instead of requiring physical bar codes or QR codes on documents, the system uses OCR to extract text content from documents and automatically routes them based on keyword matching. This substitution enables the system to handle any document type regardless of whether it contains pre-printed codes.
Solution Approach 2:
The document routing system performs self-service by automatically extracting text from documents using OCR, analyzing the content through keyword matching, and determining routing destinations without human intervention. The system independently processes documents and makes routing decisions based on the extracted text, eliminating the need for manual classification or pre-printed routing codes.
2Adaptability or versatility
If manual document routing is used, then flexibility in handling different documents is maintained, but efficiency decreases when handling large volumes of documents
Solution Approach 1:
The patent replaces manual document routing with an automated OCR-based system. The system uses optical character recognition to extract text from documents, automatically analyzes the content using keyword matching algorithms, and determines routing destinations without human intervention. This automation maintains flexibility in handling different document types while dramatically improving processing efficiency for large volumes of documents.
3Speed
If code-based routing is implemented, then document routing speed is improved, but errors occur when documents are misrouted requiring manual correction
Solution Approach 1:
The patent implements a feedback mechanism where the system notifies users of the intended routing destination based on OCR analysis. Users can review the extracted text, the determined classification, and the proposed routing destination, then confirm or correct the routing decision. This feedback loop improves reliability by allowing human verification while maintaining automated processing speed, reducing misrouting errors compared to purely automated code-based systems.
Data Source
AI summary
An approach is provided for classifying and routing received documents. Text documents are received by a document classification service. The document classification service determines a classification types for documents based on a keyword-to-classification mapping. A document classification notification is send to a client device. The client device then confirms the document classification. Once confirmed, the document is sent to one or more destinations based on the classification of the document and a corresponding destination mapped to the classification.