Automated Template Generation via Variable Similarity Matching

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Solution Overview

Problem

The existing KMI process is labor-intensive and prone to errors, leading to incorrect or incomplete information being communicated to customers, which can result in negative customer experiences and potential legal violations.

Innovation Solution

An automated template generation system that receives a set of variables and determines the similarity between these variables and existing templates, combining variables from multiple templates to generate a new template that satisfies a similarity threshold, thereby reducing errors and increasing efficiency in communication document production.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If manual template creation is used in the KMI process, then flexibility and customization are improved, but labor intensity and error rates increase

Engineering Contradiction:
Improvetemplate customizationVSAvoidprocess complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system enables self-service template generation by automatically creating communication templates based on input variables and existing templates, eliminating the need for manual template creation while maintaining customization capabilities

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system copies and combines elements from existing templates to generate new templates automatically, reducing the need for creating templates from scratch while maintaining adaptability and customization

Inventive Principle:
Principle #26Copying

2Loss of information

If multiple communication requestors and data analysts are involved in the KMI process, then information completeness is improved, but communication errors and delays increase

Engineering Contradiction:
Improveinformation completenessVSAvoidcommunication accuracy
Core Design Contradiction:
Loss of informationVSReliability

Solution Approach 1:

The system implements feedback mechanisms where the automated template generation process continuously refines template creation based on input variables and existing templates, reducing errors while maintaining information completeness through iterative improvement

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system replaces the manual mechanical process of multiple people reviewing and creating templates with an automated computational system that eliminates human error while maintaining information completeness through systematic processing

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Manufacturing precision

If manual template generation is used, then template accuracy can be manually verified, but time consumption and labor requirements increase

Engineering Contradiction:
Improvetemplate accuracyVSAvoidtemplate generation speed
Core Design Contradiction:
Manufacturing precisionVSProductivity

Solution Approach 1:

The system copies proven elements from existing accurate templates to generate new templates quickly, maintaining template accuracy through inheritance of validated structures while dramatically increasing generation speed

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The system changes the approach from manual verification to automated generation using algorithms that ensure accuracy through mathematical and logical operations, improving both speed and consistency of template generation

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS12306883B2Methods and systems for template generation
Publication Date: 2025.05.20 CAPITAL ONE SERVICES LLC
  • US12306883B2 patent drawing
  • US12306883B2 patent drawing
  • US12306883B2 patent drawing

AI summary

A computer-implemented method for template generation may include: receiving a first plurality of variables, each of the first plurality of variables specifying a feature to be implemented in a new template for document generation; for each of a plurality of existing templates for document generation, determining a degree of similarity between the first plurality of variables and a plurality of variables included in the respective existing template; upon determining that none of the degrees of similarity respectively determined for the plurality of existing templates satisfies a similarity threshold, determining that a combination of variables from two or more of the plurality of existing templates has a degree of similarity with the first plurality of variables satisfying the similarity threshold; and generating the new template based on the two or more of the plurality of existing templates.