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WO2017009741A1 - Gestion de documents personnels - Google Patents

Gestion de documents personnels Download PDF

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Publication number
WO2017009741A1
WO2017009741A1 PCT/IB2016/054031 IB2016054031W WO2017009741A1 WO 2017009741 A1 WO2017009741 A1 WO 2017009741A1 IB 2016054031 W IB2016054031 W IB 2016054031W WO 2017009741 A1 WO2017009741 A1 WO 2017009741A1
Authority
WO
WIPO (PCT)
Prior art keywords
documents
user
document
personal
server
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Ceased
Application number
PCT/IB2016/054031
Other languages
English (en)
Inventor
Nadav Naaman
Nadav WEIZMANN
Mor SELA
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Docady Israel Ltd
Original Assignee
Docady Israel Ltd
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Docady Israel Ltd filed Critical Docady Israel Ltd
Publication of WO2017009741A1 publication Critical patent/WO2017009741A1/fr
Anticipated expiration legal-status Critical
Ceased legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/90—Details of database functions independent of the retrieved data types
    • G06F16/93—Document management systems
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06V—IMAGE OR VIDEO RECOGNITION OR UNDERSTANDING
    • G06V30/00—Character recognition; Recognising digital ink; Document-oriented image-based pattern recognition
    • G06V30/40—Document-oriented image-based pattern recognition
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06V—IMAGE OR VIDEO RECOGNITION OR UNDERSTANDING
    • G06V30/00—Character recognition; Recognising digital ink; Document-oriented image-based pattern recognition
    • G06V30/10—Character recognition

Definitions

  • the present invention is in the field of automatic personal documents management. CROSS-REFERENCE TO RELATED PATENT APPLICATIONS
  • a personal documents management system comprising: a system server storing at least one documents and at least one users database and running a server application; a plurality of personal documents; at least one input means for delivering said plurality of documents to the system; a plurality of users' electronic communication devices, each running a user application and communicating bi-directionally with said server application; the system configured to collect, organize and synchronize users' personal documents; the system further configured to automatically provide at least one service related to said documents by communicating with an external service.
  • the personal documents may be selected from the group consisting of physical documents and digital documents.
  • the at least one input means may be selected from the group consisting of email messages having attached digital documents, scanners and digital cameras.
  • the electronic communication devices may be selected from the group consisting of smart-phones, tablets, laptop computers and PCs.
  • a method of managing personal documents comprising: collecting documents pertaining to a user; categorizing said collected document by type; creating and maintaining an updated user profile; organizing and storing said categorized documents; and automatically providing at least one service related to said documents by communicating with an external service.
  • the collecting may comprise at least one of manual collection, automatic collection and integration with external sources.
  • the manual collection may comprise at least one of capturing physical documents using a digital capturing/scanning device and importing digital files.
  • the automatic collection may comprise connecting to external online services.
  • the categorizing may comprise extracting data from said documents.
  • Creating an updated user profile may comprise extracting data from said documents. Extracting data may comprise using at least one of OCR (Optical Character Recognition), image recognition, image processing, computer vision and a logical engine.
  • OCR Optical Character Recognition
  • the method may further comprise sharing and management capabilities.
  • the sharing and management capabilities may comprise at least one permission schemes selected from the group consisting of document specific permissions, category permission and relationship-based permissions.
  • the sharing and management capabilities may comprise document security protection schemes selected from the group consisting of lowering a
  • Maintaining an updated user profile may comprise: continuously reprocessing a user's documents; and verifying, correcting and scoring said user's profile based on said reprocessed documents.
  • the method may further comprise a synchronization mechanism configured to enable said user application to run autonomously between synchronizations.
  • the synchronization mechanism may comprise a client-server permission- based replication system based on payloads sent and received, having naming conventions and structural rules.
  • Fig. 1 is a schematic representation of the various components of the system according to the present invention.
  • Fig. 2 is a block diagram presenting various exemplary functionalities of the system according to the present invention
  • Fig. 3 is a schematic block diagram representing an exemplary user entry in the system's database
  • Fig. 4 is a schematic representation of the user profiling data flow.
  • the present invention provides a system and method to help people manage their and their family's most important documents and information.
  • the novel service is a secure, accessible and smart manager that helps users to collect, organize, share and interact with those documents and information.
  • An added value of the provided service is the ability to automatically perform required professional services on behalf of the user, based on the information extracted from the documents.
  • Fig. 1 is a schematic representation of the various components of the system 100 according to the present invention, comprising:
  • a system server 1 10 storing at least one users database and at least one users database and a server application, as will be explained in detail below;
  • FIG. 2 is a block diagram presenting various exemplary functionalities 200 of the system according to the present invention:
  • 1 .2 Automatic: Connecting to external online services where people usually store (intentionally or unintentionally) their personal data, such as e-mail services like Gmail, online storage services like Dropbox etc.
  • e-mail services like Gmail
  • online storage services like Dropbox etc.
  • 1 .3 Integrated: Importing data through partnerships and integrations on behalf of the user, such as universities, medical institutions etc.
  • the system also employs a variety of special technologies such as
  • Profiling/Attribution The system features highly advanced algorithms and heuristics combining several technologies (which are also highly optimized for their separate tasks), such as OCR (Optical Character Recognition), image recognition, image processing, computer vision and a logical engine for extracting and classifying entities (such as people, cars, real estate etc.), mergers (e.g. merging similar people's identities) and profiling (aggregating highly identifiable peoples' details).
  • OCR Optical Character Recognition
  • image recognition image processing
  • computer vision computer vision
  • a logical engine for extracting and classifying entities such as people, cars, real estate etc.
  • mergers e.g. merging similar people's identities
  • profiling aggregating highly identifiable peoples' details).
  • the system also nourishes itself as it goes using every new
  • a detail can be a name, SSN (Social Security Number), address, face, signature or any type of identifying data.
  • Some details originate from the user (e.g. filling in their name) or from services they granted the system access to (such as Gmail, Social Networks etc).
  • Fig. 4 is a schematic representation of the user profiling data flow.
  • the user profile 310 receives some of the details from the user via the user application 140 (e.g. filling in his/her name) or from cloud services they have granted the system permission to access (e.g. Gmail, social networks etc).
  • the system continuously goes through each new and existing document 120 and reprocesses it to keep a constantly updated user profile 310.
  • the system also uses feedback loops to verify, correct and score the user details. Human verification (either by the system's agents or by the actual users through dedicstaed interfaces), cross-matching sources, addding confidence scores based on the data origin's authenticity and reliability, the "age" of the detail since creation etc.
  • Extracting The system employs a wide range of "extractors” which are a set of “black boxes” which (separately or in conjunction with each other) extract people's details as best as possible (normalizing, correcting and validating them from content, metadada and previously discovered details).
  • extractors which are a set of “black boxes” which (separately or in conjunction with each other) extract people's details as best as possible (normalizing, correcting and validating them from content, metadada and previously discovered details).
  • the system's capabilities and technologies are not limited to humans and may do the same work on matching documents and information (and by doing so progressively profiling) animals/real-estate/cars or other types of relevant entities. All this to better serve the users and their assets/related entities information.
  • ORGANIZING 220 - Based on the collection abilities described above, the system can define a document's type (e.g. "Passport”), categorize it (e.g.
  • PROFESSIONAL SERVICES 240 - The system is capable of
  • the system offers users a "magical” containment and optimization of these services.
  • the system can help the users to avoid data entry, bureaucracy and identity proof (e.g. copy of a driver's license).
  • identity proof e.g. copy of a driver's license.
  • it can optimize current processes since it "knows" beforehand all the required information and can
  • Such services may include, for example: 1 .
  • Identity protection - Identity theft, identity theft insurance, credit card monitoring etc.
  • Sharing and information management 250 - The system allows for advanced sharing and management capabilities: 1 . Ease of use/accessibility (of users and related family/users):
  • Relationship based permissions e.g. "parent” automatically gains view-level access to all "Personal” documents and "spouse” gains full permission to all documents of a user and its children.
  • the permissions model is comprised of static (per document/category) and dynamic (relation based) parts. All permission can be easily and quickly revoked.
  • Managing and protecting documents and information may be done in various ways, such as, for example:
  • Seamless Data and Schema Replication 260 - A client-server permission- based replication system, which allows for:
  • the replication system comprises a mechanism where all models know how to serialize themselves in/from
  • JASON JavaScript Object Notation
  • server-to-app-downsync flow uses the example of server-to-app-downsync flow. It is understood that app-to server-upsync and matching binaries (e.g. document images) are also contemplated.
  • the present invention provides a novel method of addressing these needs, by performing steps (1 ) - (5) in a manner that will require only minor changes to steps (1 .1 ), (1 .2), (4.1 .) and (4.2).
  • the new method is based on having all the steps perform dynamically, based on a payload they receive (and send).
  • the payload has naming conventions and structural rules to allow this.
  • Fig. 3 is a schematic block diagram representing an exemplary user entry 300 in the system's database, comprising:
  • Validated user profile 310 such as name, ID number etc.

Landscapes

  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Theoretical Computer Science (AREA)
  • Physics & Mathematics (AREA)
  • General Physics & Mathematics (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Human Resources & Organizations (AREA)
  • Strategic Management (AREA)
  • Computer Vision & Pattern Recognition (AREA)
  • Data Mining & Analysis (AREA)
  • General Business, Economics & Management (AREA)
  • Tourism & Hospitality (AREA)
  • Quality & Reliability (AREA)
  • Operations Research (AREA)
  • Marketing (AREA)
  • Artificial Intelligence (AREA)
  • Economics (AREA)
  • Multimedia (AREA)
  • Databases & Information Systems (AREA)
  • General Engineering & Computer Science (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

L'invention concerne un système et un procédé permettant de gérer des documents personnels, ledit procédé consistant à : collecter des documents relatifs à un utilisateur ; classer lesdits documents collectés par type ; créer et gérer un profil d'utilisateur mis à jour ; organiser et stocker lesdits documents classés ; et fournir automatiquement au moins un service relatif auxdits documents en communiquant avec un service externe.
PCT/IB2016/054031 2015-07-13 2016-07-06 Gestion de documents personnels Ceased WO2017009741A1 (fr)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US201562191669P 2015-07-13 2015-07-13
US62/191,669 2015-07-13

Publications (1)

Publication Number Publication Date
WO2017009741A1 true WO2017009741A1 (fr) 2017-01-19

Family

ID=57757847

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/IB2016/054031 Ceased WO2017009741A1 (fr) 2015-07-13 2016-07-06 Gestion de documents personnels

Country Status (1)

Country Link
WO (1) WO2017009741A1 (fr)

Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
WO2014049334A2 (fr) * 2012-09-28 2014-04-03 Barclays Bank Plc Système et procédé de gestion de documents
US8798354B1 (en) * 2012-04-25 2014-08-05 Intuit Inc. Method and system for automatic correlation of check-based payments to customer accounts and/or invoices

Patent Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US8798354B1 (en) * 2012-04-25 2014-08-05 Intuit Inc. Method and system for automatic correlation of check-based payments to customer accounts and/or invoices
WO2014049334A2 (fr) * 2012-09-28 2014-04-03 Barclays Bank Plc Système et procédé de gestion de documents

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