Search Template Generation for Synchronous and Asynchronous Data Sources

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Solution Overview

Problem

Current business process management systems lack efficient methods for generating tailored search templates and managing records across multiple data sources, particularly in handling synchronous and asynchronous data sources, which hinders effective search operations and record management.

Innovation Solution

A case management system is configured to generate and manage search templates and records, enabling users to define search queries, tailor templates to specific data sources, and create new records based on search results, with integrated plugin modules for accessing external data sources and handling both synchronous and asynchronous data sources.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If search templates are manually created for each data source, then search accuracy improves, but system complexity and time consumption increase

Engineering Contradiction:
Improvesearch accuracyVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system segments the search template creation process into reusable components: data source definitions, field specifications, and query templates. Each data source can be configured independently with its own fields and query patterns, allowing complex searches to be built from modular, pre-defined segments rather than creating entire search templates from scratch for each data source.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system performs preliminary actions by pre-configuring data source definitions, field specifications, and query templates before actual search operations. These templates are created once and stored for reuse, eliminating the need to manually recreate search configurations for each new search operation across multiple data sources.

Inventive Principle:
Principle #10Preliminary action

2Loss of information

If comprehensive search fields are provided for all data sources, then information completeness improves, but user interface complexity increases

Engineering Contradiction:
Improveinformation completenessVSAvoiduser interface complexity
Core Design Contradiction:
Loss of informationVSEase of operation

Solution Approach 1:

The system applies local quality by presenting different field sets based on the selected data source and search context. Rather than displaying all possible fields from all data sources simultaneously, the interface dynamically shows only the relevant fields for the current search scope, making the UI simpler while maintaining access to comprehensive information when needed.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The search interface is made dynamic by allowing users to select from multiple data sources and having the system automatically adjust the displayed fields and query options based on the selection. The interface adapts its complexity level based on user needs, showing detailed fields when necessary and simplified views when sufficient.

Inventive Principle:
Principle #15Dynamics

3Adaptability or versatility

If multiple data sources are integrated into a single search system, then search versatility improves, but result consolidation complexity increases

Engineering Contradiction:
Improvesearch versatilityVSAvoidresult consolidation complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system implements universality by creating a unified search framework that can query multiple different data sources through a common interface. The same search template mechanism works across diverse data sources (databases, file systems, web services), allowing a single search operation to potentially query multiple sources and consolidate results through the standardized result handling infrastructure.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentEP3557437B1Systems and methods for search template generation
Publication Date: 2021.12.15 PALANTIR TECHNOLOGIES INC
  • EP3557437B1 patent drawingFigure 1
  • EP3557437B1 patent drawingFigure 2
  • EP3557437B1 patent drawingFigure 3

AI summary

A case management system is configured to generate search templates based on selection of a search type and one or more data sources. As configured, the case management system enables execution of searches using the generated search template on synchronous and asynchronous data sources and provides periodic polling of the asynchronous data sources to generate consolidated search results.