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CSS 436 Project 4

Product Specification: CFM

Cloud File Manager with ML Metadata Analysis

Product Specification

Version:1.0 Date:March 03, 2025 Author:Claude

1. Product Overview

The Cloud File Manager is an intelligent file storage and management system that automatically analyzes uploaded files to extract meaningful metadata, enabling advanced search capabilities and data insights. The system leverages cloud technology and machine learning to provide a cost-effective, secure solution for individuals and organizations to manage their digital assets.

1.1 Product Vision

To create a smart file management system that not only stores files securely but also understands their content, making information retrieval intuitive and insightful. The system will transform unstructured file collections into organized, searchable knowledge repositories.

1.2 Key Value Propositions

  • Intelligent Metadata Extraction: Automatically identifies content, context, and meaning from various file types
  • Advanced Search Capabilities: Find files based on content rather than just filenames
  • Zero Cost Operation: Utilize free tier cloud services to eliminate operational costs
  • Security-First Approach: Built-in virus scanning and file validation
  • Serverless Architecture: Ensures scalability without maintenance overhead

2. Target Users

2.1 Primary Users

  • Individual Professionals: Freelancers, consultants, and professionals with diverse file collections
  • Small Business Teams: Organizations with 1-10 employees needing shared file access and organization
  • Academic Researchers: Individuals managing research papers, data, and documentation
  • Content Creators: Writers, designers, and creators organizing their digital assets

2.2 Secondary Users

  • IT Administrators: Setting up and maintaining the system for organizations
  • Data Analysts: Looking to gain insights from file metadata
  • Developers: Integrating the system with other applications via API
  • Compliance Officers: Ensuring document retention policies are followed

2.3 User Characteristics

  • Have diverse file collections (documents, images, spreadsheets, etc.)
  • Need to frequently search for specific information within files
  • Value organization but have limited time to manually manage files
  • Have basic technical proficiency but aren't necessarily technical experts
  • Are security-conscious about their data
  • Prefer cost-effective solutions over expensive enterprise systems

3. User Stories and Use Cases

3.1 Core Use Cases

  1. Intelligent File Storage
    • "As a user, I want to upload files and have them automatically analyzed and organized so I can find them later without manual tagging."
    • "As a user, I want the system to understand what my documents contain so I can search by content rather than just filenames."
  2. Advanced Search
    • "As a researcher, I want to search through my PDFs based on their content so I can quickly find relevant papers."
    • "As a business owner, I want to search for all files containing specific terms or concepts across various file formats."
  3. Security and Compliance
    • "As a user, I want my files to be automatically scanned for viruses so I can be confident my data is secure."
    • "As a compliance officer, I want to ensure no sensitive information is stored in an insecure manner."
  4. Analysis and Insights
    • "As a team leader, I want to understand what types of documents my team works with most frequently."
    • "As a content creator, I want to analyze the themes and subjects appearing across my work."

3.2 Detailed User Scenarios

Scenario 1: The Legal Professional Rachel is a lawyer who manages hundreds of case documents. She uploads all her files to the Cloud File Manager. When she needs to find precedents for a new case, she simply searches for relevant legal concepts. The system returns documents where these concepts appear, even if the exact terms weren't in the filenames or manually tagged.

Scenario 2: The Research Team A research team uploads their collection of papers and data. The system automatically extracts information about methodologies, findings, and subject matter. Team members can quickly find all papers using a particular research method or discussing specific phenomena, even across different authors and file formats.

Scenario 3: The Small Business A marketing agency uploads client materials and campaign assets. The system automatically categorizes them by client, campaign type, and content. When a team member needs to find "all video advertisements for the healthcare sector," the search works even if the files weren't manually organized that way.

4. Functional Requirements

4.1 File Management

  • File Upload: Users can upload files through web interface or CLI
  • Format Support: System supports documents, images, spreadsheets, and presentations
  • Storage Organization: Files are organized logically with system-generated paths
  • Version Management: Support for file versioning to track changes
  • Bulk Operations: Allow batch uploads, downloads, and actions

4.2 Metadata Extraction

  • Document Text: Extract and index text content from documents
  • Image Analysis: Identify objects, scenes, and text in images
  • Document Classification: Automatically categorize documents by type (invoice, report, etc.)
  • Entity Recognition: Identify people, organizations, dates, and key information
  • Metadata Enrichment: Generate additional metadata based on content analysis

4.3 Search Capabilities

  • Full-Text Search: Search within document content
  • Metadata Filtering: Filter by extracted metadata fields
  • Natural Language Queries: Support for conversational search terms
  • Advanced Query Syntax: Support for complex boolean operators
  • Search Suggestions: Offer query suggestions and corrections
  • Result Ranking: Prioritize results by relevance

4.4 Security Features

  • Virus Scanning: Automatic scanning of all uploaded files
  • File Validation: Verification of file integrity and type
  • Access Control: Basic permissions system for shared environments
  • Secure Transfer: Encryption for all data in transit
  • Infected File Handling: Quarantine and notification for detected threats

4.5 User Interface

  • Web Interface: Responsive web application for file management
  • Command Line Interface: CLI for automation and power users
  • Upload Interface: Drag-and-drop and multi-file upload support
  • Search Interface: Intuitive search with filters and previews
  • File Preview: Preview support for common file formats
  • Mobile Compatibility: Responsive design for mobile access

4.6 Reporting and Analytics

  • Storage Analytics: Usage statistics and trends
  • Content Insights: Analysis of file types and content themes
  • Search Analytics: Common search terms and patterns
  • Activity Logging: Track user actions and system events
  • Custom Reports: Generate reports on file collections

5. Non-Functional Requirements

5.1 Performance

  • Upload Speed: Support concurrent uploads with minimal delay
  • Search Performance: Return search results in under 2 seconds
  • Extraction Time: Complete metadata extraction within 30 seconds for standard files
  • Scalability: Handle up to 100,000 files without performance degradation
  • Concurrency: Support up to 50 simultaneous users

5.2 Reliability

  • Availability: System available 99.9% of the time
  • Data Durability: Zero data loss guarantee
  • Backup: Automatic backup mechanisms
  • Error Handling: Graceful error recovery for all operations
  • Service Degradation: Maintain core functionality during partial failures

5.3 Security

  • Encryption: All data encrypted at rest and in transit
  • Authentication: Secure user authentication
  • Authorization: Role-based access control
  • Audit Trails: Comprehensive logging of security events
  • Compliance: GDPR and industry standard compliance
  • Vulnerability Management: Regular security assessments

5.4 Usability

  • Intuitive Design: Interface requires minimal training
  • Accessibility: WCAG 2.1 AA compliance
  • Consistency: Consistent UI patterns throughout
  • Feedback: Clear system feedback for all operations
  • Documentation: Comprehensive help and documentation
  • Error Messages: Clear, actionable error information

5.5 Maintainability

  • Monitoring: Comprehensive monitoring of all components
  • Alerting: Automated alerts for system issues
  • Diagnostics: Detailed logging for troubleshooting
  • Updates: Zero-downtime updates
  • Configuration: Easy system configuration without code changes

6. Technical Requirements

6.1 AWS Services Utilization

  • S3: File storage (within 5GB free tier limit)
  • Lambda: Serverless compute for processing (within free tier limits)
  • DynamoDB: Metadata storage (within 25GB free tier limit)
  • API Gateway: API management (within 1M requests free tier)
  • Rekognition: Image analysis (5,000 free operations)
  • Textract: Document text extraction (1,000 free operations)
  • SageMaker: Optional ML model hosting (may incur costs)

6.2 Integration Requirements

  • REST API: Well-documented API for external integration
  • Webhook Support: Notifications for external systems
  • Export Formats: Standard data formats for interoperability
  • Import Capability: Bulk import from existing systems
  • Authentication Integration: Support for external auth providers

6.3 ML Model Requirements

  • Document Classification: Achieve >85% accuracy for document categorization
  • Image Recognition: Support identification of common objects and scenes
  • Text Extraction: Support for multiple languages and document formats
  • Model Monitoring: Drift detection and performance tracking
  • Model Updates: System for model retraining and improvement

7. User Interface Requirements

7.1 Web Interface

  • Dashboard: Overview of storage usage and recent files
  • File Browser: Folder-based view with sorting and filtering
  • Search Interface: Prominent search with filters and facets
  • Upload Area: Drag-and-drop upload with progress indication
  • File Preview: In-browser preview for common file types
  • Metadata Panel: View and edit extracted metadata
  • Responsive Design: Function on desktop and mobile devices

7.2 Command Line Interface

  • Basic Commands: upload, download, list, search, delete
  • Batch Operations: Support for scripting and automation
  • Output Formats: Support for various output formats (JSON, CSV)
  • Configuration: Easy configuration and credential management
  • Integration: Pipeable output for system integration

7.3 Mobile Experience

  • Essential Functions: Access core functionality on mobile devices
  • Optimization: Optimized for touch interactions
  • Performance: Fast loading on mobile connections
  • File Viewing: Mobile-compatible file previews

8. Constraints and Limitations

8.1 Technical Constraints

  • AWS Free Tier Limits: System must operate within free tier limitations
    • S3: 5GB storage limit
    • Lambda: 1M free requests per month
    • DynamoDB: 25GB storage
    • API Gateway: 1M API calls per month
    • Rekognition: 5,000 image operations per month
    • Textract: 1,000 document operations per month
  • File Size Limitations: Maximum 5GB per file (S3 limit for single upload)
  • Processing Time Limits: Lambda execution under 15 minutes
  • ML Processing Quotas: Limited number of ML operations per month

8.2 Business Constraints

  • Zero Budget Operation: System must maintain zero operating cost
  • Simplicity: Must be usable without specialized training
  • Self-Service: Minimal administrative overhead required
  • Documentation: Must include comprehensive self-help resources

9. Success Metrics

9.1 User Adoption Metrics

  • User Growth: Number of active users over time
  • File Volume: Total number of files and storage utilized
  • Engagement: Frequency of system usage
  • Feature Usage: Utilization of advanced features

9.2 Performance Metrics

  • Upload Speed: Average time to upload and process files
  • Search Performance: Average search response time
  • Extraction Accuracy: Correctness of extracted metadata
  • System Uptime: Availability percentage
  • Error Rates: Frequency of failed operations

9.3 User Satisfaction Metrics

  • Search Success Rate: Percentage of searches finding desired files
  • Task Completion Time: Time to complete common user tasks
  • User Feedback: Satisfaction scores from surveys
  • Feature Requests: Volume and nature of requested enhancements
  • Support Issues: Volume and resolution time of support requests

10. Implementation Phases

10.1 Phase 1: Core File Management (Weeks 1-4)

  • Basic file upload and storage functionality
  • File metadata storage in DynamoDB
  • Simple search capabilities
  • Web interface for file management
  • Security infrastructure implementation

10.2 Phase 2: Intelligent Features (Weeks 5-8)

  • Text extraction from documents
  • Image analysis integration
  • Enhanced search with content indexing
  • Virus scanning implementation
  • CLI tool development

10.3 Phase 3: Advanced Features (Weeks 9-12)

  • Document classification model
  • Advanced metadata extraction
  • Natural language search capabilities
  • Analytics and reporting
  • User feedback and refinement

10.4 Phase 4: Optimization and Polish (Weeks 13-16)

  • Performance optimization
  • UX refinements
  • Documentation completion
  • Extended testing
  • Final launch preparation

11. Dependencies and Prerequisites

11.1 Development Dependencies

  • AWS Account with appropriate permissions
  • Development environment for AWS CDK
  • Node.js and Python development environments
  • Front-end development tools for React
  • Testing environment for integration testing

11.2 Operational Dependencies

  • Ongoing AWS free tier eligibility
  • Internet connectivity for users
  • Compatible web browsers
  • AWS service availability
  • API quotas within free tier limits

12. Risks and Mitigations

12.1 Technical Risks

Risk Impact Likelihood Mitigation
Exceeding free tier limits Cost increase Medium Usage monitoring, throttling, alerting
ML accuracy issues Reduced utility Medium Thorough testing, feedback loops, continuous improvement
Performance bottlenecks Poor user experience Medium Load testing, optimization, caching strategies
Security vulnerabilities Data compromise Low Security-first design, regular audits, secure coding practices
Service quota limitations Feature restrictions Medium Efficient resource usage, quota monitoring, graceful degradation

12.2 Business Risks

Risk Impact Likelihood Mitigation
Low user adoption Project failure Medium User-centered design, early feedback, targeted marketing
Competing solutions Market disadvantage Medium Focus on unique ML capabilities, agile development
Changing AWS pricing Cost model disruption Low Design flexibility, alternative service options
Integration challenges Limited usefulness Low Well-documented API, standard protocols, sample code
Support requirements Resource drain Medium Comprehensive documentation, self-service tools, community support

13. Glossary

Term Definition
Metadata Descriptive information about a file beyond its name and size
Serverless Cloud architecture where server management is abstracted away
Machine Learning (ML) Systems that can learn from data to perform tasks without explicit programming
Entity Recognition The process of identifying named entities (people, places, organizations) in text
Document Classification Automatically categorizing documents into predefined types
Data Drift Changes in data patterns that affect ML model performance
Presigned URL A temporary URL that grants limited-time permission to access an S3 object
Virus Scanning The process of checking files for malicious code
MIME Type Standard that indicates the nature and format of a file
API Gateway AWS service that creates, publishes, and manages APIs
Lambda AWS serverless compute service
S3 Simple Storage Service, AWS object storage service
DynamoDB AWS managed NoSQL database service
Rekognition AWS service for image and video analysis
Textract AWS service for extracting text and data from documents

This product specification outlines a comprehensive vision for the Cloud File Manager with ML Metadata Analysis, addressing both business needs and technical implementation considerations. As the product evolves, this specification will be updated to reflect changing requirements and insights gained during development.