IDEAL 2.0 PWS Task Overview_Draft.docx

Performance Work Statement (PWS) Task Overview Imaged Document and Exemplars Library (IDEAL) 2.0 (Draft - 26 February 2025)

Note: The following tasks outlined are informational only and in draft status to assist/provide a better understanding of the full requirements of IDEAL 2.0. This information is subject to change, and final information will be formally documented in a PWS.

Document Catalog Interface

· Ability to conduct an image search within the document catalog and display high percentage matches.

· ability to easily view and scroll through Intel reports

· ability to group multiple documents of the same kind within a wizard that allows drag and drop.

· Ability to block users from using common screen capture tools to capture images of documents.

· Ability to search for a document category based on an image. Results should display highest match percentages to lowest.

· Improve filter display on the left side of the screen so that they are in a well-defined order based on an administrative assignment.

· Improve security features implementation to be more user friendly.

· Area within notes where information can be added in a uniform way and can be easily searched via site searches and advanced searches.

· Limit no results (empty state) searches by providing alternative search suggestions, a prompt to revise query or popular links. This can also be assisted with AI and machine learning.

Document Indexing Module

· ability to set primary and secondary images as the default images such as passport cover and bio

· Ability to set default images for grouping displays

· Implement AI and machine learning algorithms to automatically identify document information which will be auto populated, which will improve efficiency and reduce indexing times.

· Editing Tools for processing images and editing image, video, and audio files

· Ability to handle video and audio files such as AVI, MPEG, MP3, MP4, etc.

· Ability for external users to upload documents into the system from both mobile and web application.

· Ability to import documents/images from other data connections such as LIMS.

Reference Catalog Interface

· Implement an easy way to scroll through a set of PDF intel reports so that a user can easily find which reports are most important out of a group of reports filtered out. (Example: left and right buttons at the edges of the computer screen to advance. Arrow buttons should also advance reports forward and back).

· When conducting a search of an intel report, the criteria on the intel report that was searched should be the criteria that is being displayed.

· Ability to search within a PDF for OCR words

· Ability to block users from using common screen capture tools to capture images of reference materials or other data.

· Ability to view PDF in full screen mode by clicking on a small icon for full mode.

· Ability to block users from downloading content

· Ability to block users from using common screen capture tools

· Improve PDF viewer so that the full resolution of the PDF is used.

Reference Indexing Module

· Editing module that allows the user to edit multiple intel reports at once.

· Ability to combine multiple intel reports into one

· Ability to tag pages within a specific intel report to each criteria identified.

· Adding the ability to link a criterion to a specific page in a PDF within the indexing area of intel reports.

· Implement AI and machine learning algorithms to automatically identify fields from an intel report to improve efficiency.

· Ability for external users to upload reference materials such as alerts, videos, audio, training materials, etc. into the system from both mobile and web application.

· Ability to import reference materials from other data connections such as LIMS

Advanced Search Interface

· Overall improvements to the advanced filter search capabilities for both reference materials and document searches.

· Ability to select whatever fields a user would like to search on. Currently site search is restrictive. Users should be able to search any filter or field within the system and specifically search that one field such as document number, barcode history, barcode, availability, title, notes, stamp number, security features, etc.

· Ability to save global search criteria for all users as well as individual user searches as well.

· Improving fuzzy searches throughout filters.

· Textual relevance search capabilities that not only correct misspellings but conduct synonym results, and display feet warmers.

Templates

· Ability to customize the filter name for each document category.

· Ability to customize names of tables used for documents (example: having versions reflect as Signature Name)

IDEAL Access Interface

· Integrate a page for users to request access to the system. Administrators should be able to use the wiki interface to edit this page.

· User form should be sent via email to a preselected location defined by the administrator.

Administrative Interfaces

Versions / Subcategories

· User should have the ability to adjust where filters will begin to display based on a selection made within the hierarchy. If all of the filters on a template should display until after a document purpose or visa type is selected, the user should be able to set this in the admirative panel for versions.

· In the versioning screen, user should be able to select whether the documents should be sorted in alphabetical order or user defined. Each category should allow for a default setting.

Admin Portal

· Ability to assign an order to all the filters that show up for each document category. Currently, the hierarchy only allows setting an order for filters that are required and are important to versioning and grouping. User interface should also allow for assignment of order of additional filters that are not important to the versioning.

Mobile Application

· Ability to check passport chips, 1D and 2D barcodes, upload images directly from phone, etc

· Ability to check in and out documents as well as scanning for auditing purposes

· Authentication algorithms to improve determine authenticity

· Custom image upload via cell phone with editing features

· Ability to authenticate mobile drivers’ licenses.

· Deploy Native Application for IDEAL 2.0

· Ability to integrate custom machine-readable algorithms for different states DLs

· Ability to download specific document categories to mobile device for offline use. This should be limited to a specific number or downloads and resolution.

· Advanced authentication tools used to assist field users to authenticate documents.

· Ability for field users to upload their suspect documents to the system in real time and receive links to other counterfeit documents within the system.

Comparison screen / Linking

· ability to upload images into the system via web upload or through mobile application

· ability to make minor edits to images uploaded such as rotation and cropping.

· AI algorithms to learn image characteristics that are in common and display common image categories images.

· Ability to link families of documents easily using a comparison screen

XU/XI

· Custom tool tips through the application to assist users. These should be editable by the administrator.

· Online training guides and videos for using system

· Add and improve workflows by adding the ability to tab through various menus and added shortcuts.

· Improve the ability to select a field/box by allowing the text to select the field as well

· Ability to view full screen alerts.

· Ability to search in alerts.

· Ability to move from one alert to another in a carrousel like view to go through a bunch of alerts at once.

· WPF application - upgrade to different platform. Requires .Net

· WPF - add progress bar and possible sound when complete

Role Interface

· Interface should allow for granular permissions based on each role such as access to specific documents, zoom levels, downloads, etc.

· Ability to turn on and off watermarked images when downloading and/or on display.

· Ability to adjust the resolution of the download based on role assignment

Queued Documents Interface

· interface that allows admin and indexers the ability to see what’s been changed

· Ability to identify what information was edited in a queued document – information should display the previous information

· Batch uploader should send records that images were added to into the queued area based on the user role.

Users Interface

· Ability to group individual users into groups.

· Ability to easily bring in a group of users into a group

· Ability to search for active users

· Ability to archive users that are no longer active in the system

· Easy way to filter based on group and role

Wiki / Training Module Improvements

· Alert builder

· Ability to include videos, images, text and other elements into training pages

· Ability to set up dropdowns and menu bars on the main page of the site

· internal partners accounts

· Manage system performance issues

· Manage storage of cloud storage

· System performance Manage users and groups added to system

· Deactivate and activate users

· Make connect to external partner accounts

· Connect to various improvements when users exceed 10,000

· Ability to share information with local law enforcement partners and classified area. This would require mirrored version of the system with different security.

Notification system

· user set dashboard that allows notifications based upon region of interest and past searching

· AI assisted searches and alerts based on real time user habits.

· Ability to share a record to another user.

· Ability to request access by user already using the system to access other data

· Ability of a live chat with laboratory personnel

· Discussion area for user-to-user communication.

Reports Interface

· Ability to audit any location within the Location Manager (the interface should allow a user to select a location of interest and be able to scan every document within that location. The result should be a report of any missing documents that were not scanned.

· Reports on data usage by agency, user, etc.

· Reports that track number of times a user is on the system, number of downloads, etc.

· Ability to search particular security features. How many documents have a specific feature on it.

· Report that allows a user to export a list of all documents in a specific location

· Map view of users and their behavior

· Graphical (statistical) view of data

· Ability to develop custom forms and reports.

· Ability to develop court charts from system.

· Ability to capture user habits to build trends. (Example. If users are selecting VA DLs routinely, this may signal an increase in fraud utilizing VA DLs)

Location Manager Interface

· ability to assign documents to a specific location based on predefined tree. (Example: when a user is indexing a US Passport, the system should automatically be able to select US and Passport as a location).

Indexing Interface

· Ability to save common language for Intel criteria

· based on image match, prepopulate attributes for documents without the need to manually assign them

· Ability to bulk edit intel reports similar to documents bulk editing. Need the ability to combine intel reports.

· Implement auto file insertion based on tags to the drag and drop function for uploading images

· Implementing AI algorithms to improve indexing decisions for new documents and intel

Web interface

· Improve the home screen to allow for common tabs such as Home, About, training, etc. on the home page.

· Laboratory home page which contains common links to other resources such as IDEAL, Ink Library, Training portal.

· Evidence submission page to allow users to access forensic services.

· Design upgrade based on DHS branding guidelines.

· Testing to insure all aspects of the system s

Image Uploader Interface

· Improve WPF application to accept various types of media to be uploaded in bulk including different image formats, videos, PDFs, etc.

· Improve password protection of user settings

· Media uploaded through the WPF application should be sent to the queued area for users that cannot publish documents.

· Recursive uploads which cycling through all subfolders in a folder

Image Capture

· Capture forensic image sets for all remaining documents not imaged which are approximately 200,000 documents.

· Capture hi-res imagery of specific field viewable documents and stitch images.

· Capture unique forensic images of specific security features

· Post process PII information from images captured

Linking Interface

· An AI assisted counterfeit linking tool which groups documents originating from a common source.

· Algorithms to linking counterfeit documents of the same counterfeit family.

· Ability to display complex linking relationships in graphical web or tree format.

· Drag-and-drop interface to manually adjust AI driven links and to add new documents and their relationships manually.

· Ability of users to compare own images against the system using AI assisted algorithms. Users should be displayed percentage hits in a simple user interface that is both web and mobile compliant.

Materials / Ink interface

· Spectral viewer for visualizing spectra from various chemical equipment

· Advanced interface for viewing analytic reports and matches to genuine, counterfeit and altered documents.

· Ability to associate spectra to a document or reference material within the system.

· Ability to upload data from multiple vendor formats that will be converted to a universal format. This will allow various types of data and files to be intercompared

· Export tool should allow ability to export in universal format as well as other common formats.

· Ability to store original file format before conversion.

· Ability to automatically recognize the original file format.

· User definable fields for collection parameters and general descriptions. Fields should be customizable and not limited.

· User friendly interface for uploading and downloading results, data, and spectra.

· Ability to load multiple spectra for comparison

· Ability to sort data based general characteristics such as material type and ink type.

· Ability to search spectra from different manufacture and vendors equipment.

· Statistical analysis capability with ability to implement multiple statistical models.

· Ability to routinely upgrade statistical models via user friendly interface.

Inventory Manager Interface

· Ability to use RFID labels to locate documents and conduct inventory

· Improved inventory interface to allow for easier searches within interface

Image and reference material capture

· Scanning documents and relabeling documents

· Redacting documents and uploading to records

· Reviewing and editing Intel and documents to ensure accuracy of information within the system. This includes reviewing and tagging Intel and documents.

· Forensic contractors to forensically image specific security features within documents and populate the security features module for each field document.

IDEAL 2.0 PWS Task Overview