Personal Legacy Accounting Through Selective Record Contextualization

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Solution Overview

Problem

Existing systems for memorializing an individual's legacy lack the ability to interweave selective aggregation of information items with contextualization, failing to allow individuals to personalize their profiles with automatically aggregated public and personal records.

Innovation Solution

A personal legacy accountant system that allows individuals to choose and contextualize their own legacy profiles by selecting and associating public and personal records, using machine learning to match identity information with records and enrich profiles with query/response pairs and contributions from others.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If static artifacts are used to memorialize an individual's legacy, then the system is simple and easy to maintain, but the system cannot provide comprehensive contextualization and personalization of the legacy profile

Engineering Contradiction:
Improvecontextualization capabilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system segments legacy information into distinct categories including public records, personal records, and contextual data. Each segment can be independently managed, tagged, and contextualized, allowing comprehensive organization without overwhelming complexity. The segmentation enables selective aggregation of information items while maintaining manageable structure.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent implements nesting by placing contextual data within and around legacy information items. Contextualization metadata is nested within the record structure, allowing multiple layers of information (public records, personal records, contextual data) to be organized hierarchically. This nesting enables comprehensive contextualization while keeping the interface simple.

Inventive Principle:
Principle #7Nested doll (Nesting)

2Quantity of substance

If automatic aggregation of public records is implemented, then the legacy profile becomes comprehensive, but the system complexity increases due to need for identity matching and record verification

Engineering Contradiction:
Improvevolume of legacy informationVSAvoidautomation system complexity
Core Design Contradiction:
Quantity of substanceVSDevice complexity

Solution Approach 1:

The system performs self-service through automated identity matching algorithms that automatically connect public records to the individual's legacy profile without requiring manual intervention. The system self-verifies record relevance and automatically tags appropriate contextual data, reducing the need for complex manual verification processes while maintaining comprehensive information aggregation.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent introduces an intermediary layer of contextualization metadata that mediates between raw public records and the final legacy profile. This intermediary structure simplifies the matching process by providing standardized tags and categories that bridge the gap between diverse public records and the unified profile, reducing system complexity while maintaining comprehensive aggregation.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If selective aggregation of information items is allowed, then the legacy profile becomes personalized, but the system complexity increases due to need for user selection and contextualization interfaces

Engineering Contradiction:
Improvepersonalization capabilityVSAvoiduser interface complexity
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The system implements partial action by providing pre-curated collections of information items with automated filtering. Rather than requiring users to manually review all possible records, the system presents selectively aggregated results based on predefined criteria and user preferences. This partial automation maintains personalization while reducing the operational burden on users.

Inventive Principle:
Principle #16Partial or excessive action

Solution Approach 2:

The patent introduces dynamic filtering and sorting capabilities that automatically adjust based on user preferences and interaction history. The interface dynamically reorganizes information items based on user selections, making the system adaptable to individual needs without requiring complex manual configuration. The dynamics enable personalization through automated response to user actions.

Inventive Principle:
Principle #15Dynamics

4Reliability

If access control criteria are implemented, then the legacy profile becomes secure and private, but the system complexity increases due to need for criteria evaluation and access management

Engineering Contradiction:
Improveaccess securityVSAvoidaccess management complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system implements preliminary action by establishing access criteria and permissions in advance during profile creation. Users can pre-define who can access which portions of the legacy profile and under what conditions. This preliminary configuration eliminates the need for complex real-time access evaluation during actual access requests, reducing operational complexity while maintaining security.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent uses parameter-based access control where permissions are defined by changing parameters such as user roles, relationships, and conditions. Instead of complex access management systems, the invention uses parameter changes (e.g., user age, relationship type, date conditions) to automatically determine access rights. This parameter approach simplifies access management while maintaining reliable security control.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS12353443B1Personal legacy accounting and remembrance
Publication Date: 2025.07.08 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US12353443B1 patent drawing
  • US12353443B1 patent drawing
  • US12353443B1 patent drawing

AI summary

Methods and systems described herein are directed to obtaining various types of information that can provide an accounting for an individual's legacy that can be replayed to learn about objects and/or experiences associated with the individual. A personal legacy accountant can generate a legacy profile using automatically obtained public records and personal records supplied by the individual, and afford the individual an opportunity to contextualize records for the profile. Through this contextualization, the individual can selectively define one or more perspectives for her legacy.