US 2026/0099671 A1 · SYSTEM AND METHOD FOR AUTHORING, VALIDATING, AND INDEXING INBOUND AND OUTBOUND DOCUMENTS

Abstract

Systems, computer program products, and methods are described herein for authoring, validating, and indexing inbound and outbound documents. The invention utilizes a fine-tuned Large Language Model (LLM) for authoring, validation, and indexing of both outbound and inbound correspondence within regulated entities. This system is designed to enhance efficiency and compliance by addressing three key areas: document authoring, content validation, and document indexing. For outbound document distribution and final artifact generation, the system incorporates a content authoring co-pilot that employs a prompt-based content generation, tagging, and content translation, while a content validator checks for static content, fonts, styles, logos, and images. For inbound document receiving, the system automates classification, data extraction, and document comparison. This optimization supports a unified approach to handling both outgoing and incoming documents, reducing manual effort and ensuring consistency in document processing across diverse channels.

Claims20

Dependent claims

A system for authoring, validating, and indexing inbound and outbound documents, the system comprising:

at least one non-transitory storage device with computer-readable program code stored thereon;
and
at least one processor coupled to the at least one non-transitory storage device, wherein the at least one processor is configured to execute the computer-readable program code to:
slice data packets associated with previously delivered and previously received documents, wherein the sliced data packets are inputted into a large language model (LLM);
author, based on an identification of taxonomy, an artifact for outbound distribution;
perform validation of the authored artifact for outbound distribution, wherein the validation comprises static content validation, format validation, and data validation;
index inbound documents by processing the inbound document via the LLM for taxonomy identification and linking of inbound document to individual account;
and
feed the LLM with slice data packets of inbound documents for a feedback loop of LLM.

6 more elements

A method for authoring, validating, and indexing inbound and outbound documents, the method comprising:

providing a computing system comprising a computer processing device and a non-transitory computer readable medium, where the computer readable medium comprises configured computer program instruction code, such that when said instruction code is operated by said computer processing device, said computer processing device performs the following operations:
slicing data packets associated with previously delivered and previously received documents, wherein the sliced data packets are inputted into a large language model (LLM);
authoring, based on an identification of taxonomy, an artifact for outbound distribution;
performing validation of the authored artifact for outbound distribution, wherein the validation comprises static content validation, format validation, and data validation;
indexing inbound documents by processing the inbound document via the LLM for taxonomy identification and linking of inbound document to individual account;
and
feeding the LLM with slice data packets of inbound documents for a feedback loop of LLM.

4 more elements

Dependencies are inferred from the claim text.

System and method for authoring, validating, and indexing inbound and outbound documents

Life of this patent

System and method for authoring, validating, and indexing inbound and outbound documents

Life of this patent

Abstract

Claims20