Web-Based Document Collection System for Error Reduction

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Solution Overview

Problem

The existing methods for collecting digital documents from multiple sources are prone to errors and inefficiencies, including manual renaming and storage, complex access management, and high risk of mistakes, particularly in fields like insurance, medical, and law where precision is crucial.

Innovation Solution

A method and system that automatically generates web loading pages for each source, with designated document loading areas, allowing documents to be automatically stored and formatted based on unique identifiers, reducing human error and manual intervention through email-based access links.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual collection and storage of digital documents is used, then flexibility in handling documents is maintained, but the risk of mistakes and losses increases significantly

Engineering Contradiction:
Improverisk of mistakesVSAvoidmanual operation complexity
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system enables self-service by automatically generating personalized collection pages for each source, where sources can independently upload their documents through pre-configured interfaces. The system automatically matches uploaded documents with collection orders using unique identifiers, eliminating the need for manual intervention while ensuring reliable document collection.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent introduces an intermediary web-based collection system that mediates between multiple sources and the central management system. This intermediary automatically receives documents from sources, validates them against collection orders, and stores them in the appropriate repositories, thereby reducing mistakes while maintaining ease of operation for both sources and the central system.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If electronic mail with large mailbox management is used for document collection, then document gathering is simplified, but the complexity of mailbox management and document organization increases

Engineering Contradiction:
Improvedocument gathering simplicityVSAvoidmailbox management complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent extracts the document collection process from traditional email systems by implementing a dedicated web-based collection interface. Sources upload documents directly to a structured web page rather than sending them via email, eliminating the need for mailbox management while maintaining simple document gathering through the organized collection pages.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system replaces the mechanical email-based collection process with an automated web-based system. Instead of manually managing email mailboxes and sorting incoming documents, the system uses automated web pages that guide sources through the upload process and automatically route documents to the correct locations, reducing both operational complexity and device complexity.

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

3Productivity

If FTP protocol is used for direct document transfer, then document transfer speed is improved, but the complexity of access management and user credential creation increases

Engineering Contradiction:
Improvedocument transfer speedVSAvoidaccess management complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent creates a universal web-based collection interface that serves multiple sources with different requirements through a single standardized system. Instead of configuring separate FTP access for each source, the system provides a unified web page that handles document collection, validation, and storage, maintaining fast transfer speeds while eliminating complex access management.

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

Solution Approach 2:

The web-based collection system acts as an intermediary between sources and the FTP server. Sources interact with the simplified web interface while the system handles the complex FTP protocol interactions in the background, preserving fast document transfer speeds while reducing access management complexity to a single standardized interface.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Device complexity

If document management program with listed document types is used, then document organization is improved, but the restrictiveness for issuers and potential for mistakes increases

Engineering Contradiction:
Improvedocument organization structureVSAvoidissuer flexibility
Core Design Contradiction:
Device complexityVSEase of operation

Solution Approach 1:

The patent implements local quality by creating personalized collection pages tailored to each source's specific requirements. Each source receives a customized interface that displays only the document types and identifiers relevant to them, improving document organization for that specific source while maintaining maximum flexibility and ease of use for the issuer.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system performs preliminary action by pre-configuring collection pages with the exact document types and identifiers needed for each source before the collection process begins. This advance preparation ensures proper document organization is automatically applied while sources simply upload their documents without needing to navigate complex menus or make selections, maintaining both organization and ease of operation.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS11238128B2Method and system for collecting digital documents from a plurality of sources
Publication Date: 2022.02.01 VALIPAT
  • US11238128B2 patent drawing
  • US11238128B2 patent drawing
  • US11238128B2 patent drawing

AI summary

A method for collection of digital documents from a plurality of sources, the method comprising:a step to determine a collection order defining a list of documents to be collected, each document being associated with a determined source and a determined identifier,a step to generate a plurality of web pages from the collection order, each web page including a loading area associated with each digital document from said source, each loading area being adapted to automatically store a digital document in a memory of a computer management system, anda step to send a collection email to each source, each collection email sent to a source including a computer link to access the web loading page associated with said source.