Method for automatically and dynamically composing document management applications

• US 7,475,335 B2
• Filed: 11/03/2004
• Issued: 01/06/2009
• Est. Priority Date: 11/03/2004
• Status: Expired due to Fees

• Current Assignee: International Business Machines Corporation
• Original Assignee: International Business Machines Corporation
• Inventors: Krishna, Vikas, Srinivasan, Savitha
• Primary Examiner(s): RIES, LAURIE ANNE
• Application Number:
  US10/980,716
• Publication Number:
  US 20060095830A1
• Time in Patent Office: 1,525 Days
• Field of Search: 715/500, 715/513, 715/255, 715/230, 715/229
• US Class Current: 715/229
• CPC Class Codes: G06F 16/907 Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually
• CPC Class Codes: G06Q 10/04 Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" market predictions or forecasting for commercial activities G06Q30/0202
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06V 30/10 Character recognition
• CPC Class Codes: G06V 30/1444 Selective acquisition, locating or processing of specific regions, e.g. highlighted text, fiducial marks or predetermined fields

Abstract

A document management system applies relevant document analysis, metadata extraction, and business process association algorithms and methodology to automatically and dynamically classify documents for routing, processing, and executing customized business logic. The document management system accepts documents from one or more channels, classifies the document and extracts metadata, executes customized application profiles and triggers business logic associated with the process. The document management system comprises a rules engine to detect and classify unstructured forms as well as structured forms, where the locations of attributes and visual layout are not fixed. The document management system provides automatic linkage between disparate systems that manages documents for the complete execution of a business process.

Claims

1. A method for a content management system, the method comprising:

automatically detecting a document type for a document based on content of said document;

tailoring prompts according to said detected document type, and through said tailored prompts, receiving information about said document, said received information comprising a user-prompted input;

automatically extracting metadata from said document, wherein said document, said user-prompted input, and said extracted metadata collectively comprise a document/metadata package; and

executing a plurality of instructions for a business process, said instructions comprising;

a) analyzing said document/metadata package, document layout, and content within said layout to generate a document classification;

b) based on said document classification, selectively extracting key data fields from their respective locations within said document, said extracted key data fields comprising zonal data elements;

c) sending a notification to a notification recipient that said document/metadata package and said zonal data elements requires a verification, said verification comprising at least one of reviewing, correcting, augmenting, and performing actions required by said document;

d) based on said verification, selectively and automatically executing any additional instructions for said document; and

transmitting said document/metadata package and said zonal data elements with an output device as determined from said extracted metadata and said business processes.

2. The method of claim 1, wherein said tailored prompt comprises any one of text, audio, and video.

3. The method of claim 1, wherein said business process instructions further specifying at least one of a classification requirement, an OCR requirement, and a zone within said document.

4. The method of claim 1, further comprising transmitting to said output device at least one of:

any of said corrections, any of said augmentations, and a record of any of said required actions performed.

5. The method of claim 1, further comprising repeating (a)-(d) until said verification step produces no further additional instructions to be executed for said document.

6. The method of claim 1, wherein said notification being provided to said notification recipient by any one of mail, e-mail, instant message, voice mail, cell phone, wireless, or telephone.

7. The method of claim 1, further comprising generating customized verification pages on-the-fly from information provided in any one of said user-prompted input, said extracted metadata, and from said business process instructions.