Unified Document Management Platform for Cross-Repository Automation
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Solution Overview
Problem
Existing document management systems across multiple software applications and repositories are inefficient and perform duplicative operations, consuming excessive computing and memory resources due to their application-specific and repository-specific nature.
Innovation Solution
A document management platform that is application-independent and repository-independent, which receives requests for documents, performs searches across multiple repositories, determines procedures for obtaining unavailable documents, and executes these procedures, such as uploading or electronic signing, to unify document management and reduce redundancy.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If multiple application-specific document management systems are used, then each application can manage its documents independently, but computing resources and memory resources are excessively consumed due to duplicative operations
Solution Approach 1:
The patent combines multiple application-specific document management systems into a single centralized document management system that serves multiple applications. The system includes a document repository that stores documents and an API layer that provides unified document management functionality to different applications, eliminating duplicative operations and reducing computing resource consumption.
Solution Approach 2:
The patent creates a universal document management system that can serve multiple different applications through a common API interface. The system provides multi-functional capabilities including document storage, retrieval, validation, and procedure execution through standardized interfaces that work across different application types (e.g., lending, deposits, contact center).
2Adaptability or versatility
If multiple repository-specific document management systems are used, then each repository can store documents independently, but device complexity increases due to managing multiple repositories and their specific operations
Solution Approach 1:
The patent introduces an API layer as an intermediary between applications and the document repository. This intermediary layer provides standardized interfaces for document operations, hiding the complexity of repository-specific operations from applications. The API layer handles document validation, retrieval, and coordination of procedures, simplifying the overall system architecture.
Solution Approach 2:
The patent segments the document management system into distinct functional layers: the document repository layer for storage and the API layer for document management operations. This segmentation allows each layer to be optimized independently while reducing overall system complexity through clear separation of concerns.
3Reliability
If documents are manually uploaded or signed, then document availability can be ensured, but time is lost due to manual intervention requirements
Solution Approach 1:
The patent implements automated procedures that enable the system to obtain documents without manual intervention. The document management system can automatically execute procedures such as transmitting messages to individuals or entities to upload documents, sending electronic signature requests, or retrieving documents from external sources, thereby ensuring document availability while eliminating manual intervention time.
Solution Approach 2:
The patent performs preliminary actions by automatically initiating document acquisition procedures when documents are needed. The system proactively transmits requests for document upload or electronic signature before the documents are actually needed, allowing time for automatic document collection without impacting downstream processes.
4Productivity
If application-independent and repository-independent document management is implemented, then efficiency is improved by conserving resources, but the difficulty of detecting and measuring document availability across multiple repositories increases
Solution Approach 1:
The patent implements feedback mechanisms where the document management system automatically checks document availability across repositories and provides status information back to applications. The API layer receives requests for documents, performs searches in the document repository, and returns availability status, enabling efficient detection of document availability without manual intervention.
Data Source
AI summary
In some implementations, a device may receive a request for a plurality of documents that are associated with an individual or entity. The device may perform a search for the plurality of documents in one or more document repositories. The device may store, based on a determination that a first document, of the plurality of documents, is available in a document repository, of the one or more document repositories, information indicating that the first document is available in the document repository. The device may determine, based on a determination that a second document, of the plurality of documents, is not available in the one or more document repositories, a procedure that is to be used for obtaining the second document. The device may perform the procedure for obtaining the second document based on determining the procedure that is to be used for obtaining the second document.