Tag-Based Document Automation with Dynamic Database Integration

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Solution Overview

Problem

Current document automation methods lack efficiency in dynamically updating documents with relevant and current data from databases, often requiring users to manually reselect and reenter data, leading to increased errors and resource consumption.

Innovation Solution

A method that allows users to select document components and automatically integrates dynamic data from a database using tags, maintaining document integrity and reducing user actions by mirroring database changes into the document, while enabling efficient data storage and processing.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual data reentry is used to update documents, then document data can be updated, but user effort increases and errors increase

Engineering Contradiction:
Improvedata accuracyVSAvoiduser effort
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system creates a copy of the database structure within the document format, allowing automatic replication of data from the database to the document. This copying mechanism eliminates manual reentry while maintaining data accuracy through automated synchronization.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The document structure automatically updates itself by reading from the database through tags, without requiring user intervention. The system serves itself by maintaining the mapping between database fields and document components, reducing both user effort and potential for human error.

Inventive Principle:
Principle #25Self-service

2Productivity

If dynamic data is automatically integrated from database, then user effort is reduced, but system complexity increases

Engineering Contradiction:
Improvedocument formation efficiencyVSAvoidsystem architecture
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system segments the document into distinct components, each associated with specific database fields through tags. This segmentation allows the complex automation to be broken down into manageable, independent mappings between document elements and database records.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Tags serve as intermediaries between the document structure and the database. These tags act as a mediating layer that simplifies the connection complexity by providing a standardized interface for data integration without requiring direct complex system architecture.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Stability of the object's composition

If document structure is maintained unchanged when database changes, then document integrity is preserved, but data currency is reduced

Engineering Contradiction:
Improvedocument structureVSAvoiddata currency
Core Design Contradiction:
Stability of the object's compositionVSLoss of information

Solution Approach 1:

The system implements dynamic document updating where the document structure remains stable but the content within tagged components automatically changes when the database updates. This allows the document to adapt its content dynamically while preserving its overall structural integrity.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system pre-establishes the mapping between document tags and database fields in advance. This preliminary configuration enables automatic updates without requiring structural changes to the document, allowing data currency to be maintained while preserving document stability.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS11256742B2Automated document modification
Publication Date: 2022.02.22 COPLA OY
  • US11256742B2 patent drawing
  • US11256742B2 patent drawing
  • US11256742B2 patent drawing

AI summary

Method, computer program and apparatus, with which receiving from a user a subject selection of a document and a selection of document components from a set of available document components, and automatically: including the selected document components in the document; recognising a set of tags in the selected document components; maintaining the mapping of available tag types and database fields; for each recognised tag acquiring from a database dynamic data based on the subject, the tag, and mapping of the database fields, and combining at least a portion of the acquired dynamic data to the document at the tag; and indicating to the user modifiable parts of the document. Further, modification data is received from the user and saved to the user's modifiable parts.