Cross-Channel Message Transformation via OCR Text Prioritization

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Solution Overview

Problem

Existing systems struggle to effectively transform electronic messages from one channel to another, particularly when converting formatted messages with images and varying text sizes and placements into messages that support different channel formats, such as from emails to SMS, due to differences in message length and support for images.

Innovation Solution

A system and method that utilizes optical character recognition (OCR) and HTML parsing to extract and prioritize text from formatted messages, considering text size and placement, and then generates optimized messages for the target channel based on marketing best practices and user feedback.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If text is extracted from formatted messages using OCR and HTML parsing, then text extraction accuracy is improved, but processing time increases

Engineering Contradiction:
Improvetext extraction accuracyVSAvoidprocessing time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system segments text extraction by identifying and prioritizing different text elements based on their visual characteristics (size, placement, formatting). Instead of processing all text uniformly, it divides text into priority levels, extracting and transforming high-priority text first while maintaining accuracy across the full message hierarchy.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system performs preliminary prioritization of text elements before full transformation. By pre-identifying and ranking text importance based on formatting attributes, it prepares the text structure in advance, enabling faster subsequent processing and transformation to target channel formats.

Inventive Principle:
Principle #10Preliminary action

2Adaptability or versatility

If messages are transformed across different channels with varying formats, then channel adaptability is improved, but message fidelity deteriorates

Engineering Contradiction:
Improvechannel adaptabilityVSAvoidmessage fidelity
Core Design Contradiction:
Adaptability or versatilityVSLoss of information

Solution Approach 1:

The system applies different transformation rules to different text elements based on their priority and characteristics. High-priority text (headlines, key information) receives specialized handling to preserve its impact, while lower-priority text is transformed according to channel-specific requirements, maintaining overall message fidelity while adapting to each channel's format.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system changes text parameters (formatting, length, structure) based on the target channel requirements while preserving the core message hierarchy. It adjusts text properties such as length for SMS vs email, formatting for different platforms, and structural organization, all while maintaining the prioritized information architecture to preserve message fidelity.

Inventive Principle:
Principle #35Parameter changes

3Reliability

If text prioritization is based on size and placement, then message effectiveness is improved, but system complexity increases

Engineering Contradiction:
Improvemessage effectivenessVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system implements dynamic prioritization where text importance is determined by multiple factors including size, placement, formatting, and contextual relevance. This dynamic assessment allows the system to adaptively prioritize text elements based on their visual and contextual characteristics, improving message effectiveness without requiring hard-coded rules for every scenario.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS12407636B2Transforming a message of a first channel to a message of a second channel
Publication Date: 2025.09.02 KLAVIYO INC
  • US12407636B2 patent drawing
  • US12407636B2 patent drawing
  • US12407636B2 patent drawing

AI summary

Apparatuses, methods, and systems for transforming a message of a first channel to a message of a second channel. One method includes receiving, by a server, a first channel electronic message, wherein the first channel electronic message includes a formatted message that includes at least text, extracting and prioritizing the at least text of the formatted message of the first channel electronic message, including converting the at least text of the formatted message of the first channel electronic message into machine-encoded text, and prioritizing text of the machine-encoded text based on at least a size and placement of the text of the formatted message. The method further includes drafting, by the server, a set of second channel electronic messages based on the prioritized text, and electronically sending the set of second channel electronic messages to recipients.