Remote monitoring and dynamic document management systems and methods
Inventors
Assignees
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Publication Number
US-10497478-B2
Publication Date
2019-12-03
Expiration Date
Abstract
Systems, methods, and computer-readable media are disclosed for remote monitoring and dynamic document management. Example methods may include receiving a first document from a device driver associated with a hardware device, identifying a clinical trial identifier associated with the first document based at least in part on metadata associated with the first document, and determining a first document type of the first document by analyzing contents of the first document. Methods may include managing user permission to access the first document. Methods may further include identifying a folder associated with the clinical trial identifier at which to store the first document based at least in part on the first document type, and assigning a first document state to the first document based at least in part on the first document type of the first document.
Core Innovation
The invention provides a computer-implemented remote monitoring and dynamic document management system for clinical trials that receives first documents and manages their lifecycle based on clinical trial identifiers and document types. A computer system receives a first document, manages user permission to access the first document, identifies a clinical trial identifier associated with the first document based at least in part on metadata associated with the first document, and identifies a folder associated with the clinical trial identifier for storing the first document based at least in part on the first document type.
The invention determines a document type of the first document by analyzing contents of the first document and assigns document states based on the first document type. It determines a set of coordinates corresponding to a portion of the first document to be redacted based at least in part on the document type or a document source of the first document, where determining the set of coordinates comprises determining user input on a user interface using a first vertical grid line, a second vertical grid line, a first horizontal grid line, and a second horizontal grid line that together identify a redaction area.
The system automatically redacts the portion of the first document and a corresponding portion of a second document using the set of coordinates. It determines first text in the first document, redacts a portion to generate a second document, determines second text in the second document, determines a set of redacted text from a comparison of the first text and the second text, and removes that set of redacted text from metadata associated with the second document.
The invention also forwards and stores clinical-trial communications, including receiving a first email with attached file pages, storing a copy of the first email and a redacted version of the attached file in a folder associated with the clinical trial identifier, and forwarding the first email to an email address associated with an intended recipient.
Claims Coverage
The provided set includes three independent claims. Across these independent claims, the core inventive features combine clinical-trial identifier and folder/state assignment with content-based document type determination and coordinate-based automatic redaction that is also applied across corresponding document portions/pages, with workflow integration for email forwarding and device-driver ingestion.
Clinical-trial identifier mapping from document metadata
Receiving a first document, managing user permission to access the first document, and identifying a clinical trial identifier associated with the first document based at least in part on metadata associated with the first document.
Content-based document type determination for folder selection and document state assignment
Determining that a document type of the first document is a first document type by analyzing contents of the first document, identifying a folder associated with the clinical trial identifier at which to store the first document based at least in part on the first document type, and assigning a first document state to the first document based at least in part on the first document type.
Coordinate-defined redaction area and automatic redaction across corresponding document portions
Determining a set of coordinates corresponding to a portion of the first document to be redacted based at least in part on the document type or a document source, where determining the set of coordinates comprises determining user input on a user interface of a first vertical grid line, a second vertical grid line, a first horizontal grid line, and a second horizontal grid line that together identify a redaction area corresponding to the portion of the first document, and automatically redacting the portion of the first document and a corresponding portion of a second document using the set of coordinates.
Email ingestion with coordinate-based document redaction and forwarding to intended recipient
Receiving a first email from a first user account, the first email comprising text and an attached file with a first page and a second page, managing user permission to access the first email, identifying a clinical trial identifier associated with the first email based at least in part on the first user account, the text, or the attached file, determining set of coordinates for redaction of the first page based at least in part on a document type or document source of the attached file, automatically redacting the portion of the attached file and a corresponding portion of the second page using the set of coordinates, storing a copy of the first email and a redacted version of the attached file in a folder associated with the clinical trial identifier, identifying a second user account indicative of an intended recipient, identifying an email address associated with the second user account, and forwarding the first email to the email address.
Device-driver document ingestion with clinical-trial folder/state assignment and automatic redaction
Receiving a first document from a device driver associated with a hardware device, managing user permission to access the first document, identifying a clinical trial identifier associated with the first document based at least in part on metadata associated with the first document, determining that a document type of the first document is a first document type by analyzing contents of the first document, identifying a folder associated with the clinical trial identifier at which to store the first document based at least in part on the first document type, assigning a first document state to the first document based at least in part on the first document type, determining a set of coordinates for a portion of the first document to be redacted based at least in part on the document type or a document source with coordinates derived from user input grid lines, and automatically redacting the portion of the first document and a corresponding portion of a second document using the set of coordinates.
Across the independent claims, the claims focus on managing clinical-trial documents by mapping each document or email to a clinical trial identifier from document metadata or user account, text, or attached file, determining document type by analyzing contents, selecting a clinical-trial-associated folder and assigning a document state based on document type, and performing automatic redaction using coordinate inputs defined by grid lines and applied to corresponding portions or pages, with email forwarding to an intended recipient.
Stated Advantages
Automatically redacts a portion of the first document and a corresponding portion of a second document using set of coordinates.
Supports determining a redaction area using user input on a user interface using grid lines.
Stores a copy of the first email and a redacted version of the attached file in a folder associated with the clinical trial identifier.
Forwards a clinical-trial email to an email address associated with an intended recipient.
Removes redacted text from metadata associated with the second document.
Documented Applications
Remote monitoring and dynamic document management workflows for clinical trials using coordinate-based redaction and document organization by clinical trial identifier, folder, and document state.
Processing clinical-trial emails with attached multi-page files, including automatic redaction of specified portions and forwarding emails to intended recipients.
Device-driver-based ingestion of documents for clinical-trial mapping, folder/state assignment, and automatic redaction.
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