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Systems and methods for collecting, classifying, organizing and populating information on electronic forms

  • US 10,146,850 B2
  • Filed: 10/23/2013
  • Issued: 12/04/2018
  • Est. Priority Date: 10/30/2012
  • Status: Active Grant
First Claim
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1. A system for collecting, classifying and populating information onto electronic forms or data stores, the system comprising:

  • at least one hardware processor;

    a database configured to store a first user profile of a first user and a second user profile of a second user, wherein the first user and second user are different users;

    a display unit which displays a list of selectable forms and a form completion indicator; and

    at least one executable software module that, when executed by the at least one hardware processor, is configured to;

    collect information associated with the first user from at least a first information source;

    classify the information associated with the first user to identify at least a first field and a corresponding first value included in the information associated with the first user;

    create a first user profile based at least in part on the classified information;

    store (i) information associated with the first user profile in a first separate portion of the database inaccessible to the second user and (ii) information associated with the second user profile in a second separate portion of the database inaccessible to the first user;

    determine an association between the first user and the second user based in part on a portion of the information associated with the first user profile, wherein the association between the first user and the second user comprises one of a spousal, parent-child, sibling, or corporate relationship;

    identify a first subset of the information associated with the first user profile that is common with a second subset of the information associated with the second user profile based on the association between the first user and the second user, the first subset of the information comprising at least the first field and corresponding first value;

    form links in the database between the first and second subsets of the information that is common between the first user and the second user;

    receive a selection of an electronic form from the list of selectable forms bar the second user;

    populate a second field included in at least one of (i) the electronic form or (ii) the second subset of the information associated with the second user profile with the first value included in the first subset of the information associated with the first user profile based on the formed links; and

    in response to the selection of the electronic form from the list of selectable forms, the form completion indicator determines and displays;

    a percentage of fields that will be filled using the information associated with the second user profile, wherein the fields are a part of the selected electronic form from the list of selectable electronic forms, andan indication of how much of the selected electronic form can be filled from the classified information in associated with the second user profile or how much work is required to complete unfilled fields of the selected electronic form,wherein the percentage and the indication are updated in real time according to the selection of the electronic form.

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