Touchscreen Gesture Tag Management for Document Review

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Solution Overview

Problem

Existing document review systems are plagued by monotony, repetitive fine-motor movements, and cluttered interfaces, leading to increased costs and error rates in document classification during litigation and legal processes.

Innovation Solution

A computer-implemented method using a portable computing device for intuitive gesture-based tag management, allowing users to apply tags through drag-and-drop inputs on a touchscreen, with visual indicators and minimal interface clutter, enabling efficient and accurate document classification.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If traditional document review systems are used, then documents can be reviewed and classified, but the process is plagued by monotony, repetitive fine-motor movements, and constrained work conditions

Engineering Contradiction:
Improveease of document classificationVSAvoidinterface complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent replaces traditional mechanical fine-motor movements (mouse clicks, keyboard typing) with gesture-based touch inputs. Users perform classification actions by swiping or dragging documents on a touchscreen, transforming complex multi-step mechanical operations into simpler, more intuitive gestures that reduce physical strain and improve ease of operation.

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

Solution Approach 2:

The interface is segmented into distinct functional zones with visual indicators at different positions representing different classification categories. This segmentation allows users to quickly locate and execute classification actions without navigating through complex menus, reducing interface complexity while maintaining comprehensive classification capabilities.

Inventive Principle:
Principle #1Segmentation

2Productivity

If bulky DR tools with cluttered interfaces are used, then document review functionality is provided, but the process slows down and careful review is inhibited

Engineering Contradiction:
Improvedocument review speedVSAvoidinterface clutter
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent extracts and removes unnecessary interface elements from traditional bulky DR tools. By eliminating cluttered menus, buttons, and panels, the interface is streamlined to show only essential information and controls, enabling faster document review while maintaining all necessary classification functionality through gesture-based interactions.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The interface transitions from a two-dimensional desktop environment with multiple windows and panels to a simplified touchscreen interface where classification actions are performed through spatial gestures. This dimensional change allows for a more compact, less cluttered interface that improves review speed without sacrificing functionality.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Reliability

If traditional fine-motor movements are required for tag application, then precise tag selection is achieved, but repetitive movements increase error rates and costs

Engineering Contradiction:
Improvetag application accuracyVSAvoidtime for repetitive movements
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent substitutes repetitive fine-motor tag selection movements with gesture-based classification. Instead of sequentially clicking through multiple tags, users perform a single swipe or drag gesture to classify documents, reducing the time spent on repetitive movements while maintaining accurate tag application through visual feedback and intuitive gesture recognition.

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

Data Source

PatentUS10394937B2Systems and methods for rules-based tag management and application in a document review system
Publication Date: 2019.08.27 UNIVERSAL ANALYTICS INC
  • US10394937B2 patent drawing
  • US10394937B2 patent drawing
  • US10394937B2 patent drawing

AI summary

The disclosed embodiments include systems, methods, and computer readable media for applying DR tags using a computing device, comprising: loading a plurality of documents for review into a memory of the portable computing device; displaying, via a display of the portable computing device, a first document of the plurality of documents; receiving, via the display, a first touchscreen user drag-and-drop input related to the first document, wherein the first touchscreen user drag-and-drop input corresponds to a first tag and a first tag value associated with the first tag; upon initiation of the first touchscreen user drag-and-drop input related to the first document, displaying as an overlay to the first document a first visual indicator corresponding to the touchscreen user drag-and-drop input; in response to completion of the first touchscreen user drag-and-drop input, applying to the first document the first tag value corresponding to the first tag; storing, in the memory, the first tag value associated with the first tag in a correspondence with the first document; and in response to the completion of the first touchscreen user drag-and-drop input, displaying a second document of the plurality of documents.