SYSTEM AND METHOD FOR BUILDING DOCUMENT RELATIONSHIPS AND AGGREGATES
Aspects of the present disclosure involve systems and methods for automated analysis of documents to obtain attributes associated with those documents, and using the attributes to organize, relate, and/or aggregate documents. Attributes can be applied to the document or inferred from the document based on a machine learning model. One or more of either of these types of attributes can be used to relate documents together, join them together, or aggregate them with their associated metadata into a composite result. The aggregation of attributes may include rules for how attributes are to be aggregated. In one implementation, a document management system may receive a collection of documents and scan the documents to create a corresponding image for use in aggregating the documents. An artificial intelligence or machine learning technique may then be applied to the collection of documents to extract or otherwise determine attributes or data from the documents.
1 . A method for aggregating related documents, the method comprising:
accessing, by a processor and based on receiving an attribute associated with aggregating related documents, a plurality of electronic documents;
receiving, after receiving the attribute and by a trained machine learning model, a plurality of values each corresponding to one or more categories related to a content of a text or an associated metadata of the plurality of electronic documents;
associating, by the processor, the received attribute with a subset of the plurality of electronic documents, wherein each of the subset of the plurality of electronic documents is associated with at least one of the plurality of values corresponding to the received attribute; and
generating, by the processor, a graphical user interface including:
a first portion displaying a portion of each of the subset of the plurality of electronic documents; and
a second portion displaying one or more of the plurality of values common to the subset of the plurality of electronic documents.
2 . The method of claim 1 wherein the attribute is selected from one of a company name, an agreement number, an agreement type, an agreement status, an expiration date, an activation date, or an auto-renewal status.
3 . The method of claim 1 wherein the graphical user interface further includes a third portion displaying the plurality of values associated with a selected one electronic document of the subset of the plurality of electronic documents.
4 . The method of claim 1 , further comprising:
adding a second subset of the plurality of electronic documents to the subset of the plurality of electronic documents based on the second subset of the plurality of electronic documents being associated with the one or more of the plurality of values common to the subset of the plurality of electronic documents.
5 . The method of claim 1 wherein displaying the one or more of the plurality of values common to the subset of the plurality of electronic documents is based on a selection of the one or more of the plurality of values via the graphical user interface.
6 . The method of claim 1 wherein the received attribute is a paragraph, the method further comprising:
converting, by the processor and via a hashing technique, the paragraph to a hashed value, the at least one of the plurality of values comprising the hashed value.
7 . The method of claim 1 wherein a first of the plurality of values of a first electronic document conflicts with a second of the plurality of values of a second electronic document, the graphical user interface further including an indication of the conflict between the first electronic document and the second electronic document.
8 . The method of claim 7 , the method further comprising:
selecting a controlling version for the conflict between the first electronic document and the second electronic document; and
editing at least one of the subset of the plurality of electronic documents to include the controlling version.
9 . The method of claim 1 wherein the electronic document is received as an image file and converted to a text format using optical character recognition software.
10 . A system for aggregating related documents, the system comprising:
a processor; and
a memory comprising instructions that, when executed, cause the processor to:
access, based on receiving an attribute associated with aggregating related documents, a plurality of electronic documents;
receive, by a trained machine learning model and after receiving the attribute, a plurality of values each corresponding to one or more categories related to a content of a text of the plurality of electronic documents;
associate the received attribute with a subset of the plurality of electronic documents, wherein each of the subset of the plurality of electronic documents is associated with at least one of the plurality of values corresponding to the received attribute; and
generate a graphical user interface including:
a first portion displaying a portion of each of the subset of the plurality of electronic documents; and
a second portion displaying one or more of the plurality of values common to the subset of the plurality of electronic documents.
11 . The system of claim 10 wherein the attribute is one of a company name, an agreement number, an agreement type, an agreement status, an expiration date, an activation date, or an auto-renewal status.
12 . The system of claim 10 wherein the graphical user interface further includes a third portion displaying the plurality of values associated with a selected one electronic document of the subset of the plurality of electronic documents.
13 . The system of claim 10 wherein the instructions, when executed, further cause the processor to:
add a second subset of the plurality of electronic documents to the subset of the plurality of electronic documents based on the second subset of the plurality of electronic documents being associated with the one or more of the plurality of values common to the subset of the plurality of electronic documents.
14 . The system of claim 10 wherein displaying the one or more of the plurality of values common to the subset of the plurality of electronic documents is based on a selection of the one or more of the plurality of values via the graphical user interface.
15 . The system of claim 10 wherein the received attribute is a paragraph, the instructions, when executed, further causing the processor to:
convert, by the processor and via a hashing technique, the paragraph to a hashed value, the at least one of the plurality of values comprising the hashed value.
16 . The system of claim 10 wherein a first of the plurality of values of a first electronic document conflicts with a second of the plurality of values of a second electronic document, the graphical user interface further including an indication of the conflict between the first electronic document and the second electronic document.
17 . The system of claim 16 , wherein the instructions, when executed, further cause the processor to:
select a controlling version for the conflict between the first electronic document and the second electronic document; and
edit at least one of the subset of the plurality of electronic documents to include the controlling version.
18 . The system of claim 10 wherein the electronic document is received as an image file and converted to a text format using optical character recognition software.
19 . One or more non-transitory computer-readable storage media storing computer-executable instructions for performing a computer process on a computing system, the computer process comprising:
accessing, by the computing system and based on receiving an attribute associated with aggregating related documents, a plurality of electronic documents;
receiving, after receiving the attribute and by a trained machine learning model, a plurality of values each corresponding to one or more categories related to a content of a text or an associated metadata of the plurality of electronic documents;
associating, by the computing system, the received attribute with a subset of the plurality of electronic documents, wherein each of the subset of the plurality of electronic documents is associated with at least one of the plurality of values corresponding to the received attribute; and
generating, by the computing system, a graphical user interface including:
a first portion displaying a portion of each of the subset of the plurality of electronic documents; and
a second portion displaying one or more of the plurality of values common to the subset of the plurality of electronic documents.
20 . The computer-readable storage media of claim 19 wherein the attribute is selected from one of a company name, an agreement number, an agreement type, an agreement status, an expiration date, an activation date, or an auto-renewal status.