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

• Current Assignee: UBIQ Security Incorporated
• Original Assignee: FHOOSH, Inc.
• Inventors: Eigner, Linda, Eigner, William, Tobias, Eric, Kahle, Charles, Iasi, Anthony F.
• Primary Examiner(s): Padmanabhan, Kavita
• Assistant Examiner(s): Burke, Tionna M
• Application Number:
  US14/061,734
• Publication Number:
  US 20140122987A1
• Time in Patent Office: 1,868 Days
• Field of Search: 715224
• CPC Class Codes: G06F 16/00 Information retrieval; Database structures therefor; File system structures therefor
• CPC Class Codes: G06F 16/285 Clustering or classification
• CPC Class Codes: G06F 16/337 Profile generation, learning or modification
• CPC Class Codes: G06F 16/355 Class or cluster creation or modification
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• CPC Class Codes: G06F 21/60 Protecting data
• CPC Class Codes: G06F 3/0487 using specific features provided by the input device, e.g. functions controlled by the rotation of a mouse with dual sensing arrangements, or of the nature of the input device, e.g. tap gestures based on pressure sensed by a digitiser
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06Q 30/0204 Market segmentation
• CPC Class Codes: G06Q 30/0269 based on user profile or attribute
• CPC Class Codes: H04L 67/30 Profiles
• CPC Class Codes: H04W 4/08 User group management

Abstract

Systems and methods for collecting, classifying, transmitting and updating personal information for completion and submission or supplementation of electronic forms or databases on any type of mobile or other computing device are provided. Information relating to a user is obtained from one or more sources through electronic means, and the information is then organized and securely stored in a database using field mapping and other techniques to classify the information into specific categories. The information that is obtained and organized may include contact information, financial information, health information and historical information. The organized information may then be accessed by the user to automatically and instantaneously populate or supplement an electronic document, form or web-based application without requiring the user to manually enter the information. The system automatically detects and stores updates to information and builds a database of forms and electronic documents for future use.

Claims

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, and

an 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.

2. The system of claim 1, wherein the information source comprises at least one of a manually completed template form and a captured image of a physical or electronic document.

3. The system of claim 1, wherein the executable software module is further configured to:

assign a first field name and a first field identification number to the first field; and

determine that the second field corresponds to the first field based on a comparison of the first field name and a second field name associated with the second field.

4. The system of claim 1, wherein the executable software module is further configured to collect activities of the first user relating to the use of electronic forms or data stores, a type of at least the first field included in the first user profile, and the first value associated with the first field.

5. The system of claim 1, wherein the electronic form or data store comprises one or more of an academic form or data store, a financial form or data store, a legal form or data store, a health care form or data store, a personal information form or data store, and a business form or data store.

6. The system of claim 1, wherein the executable software module is further configured to automatically update a value associated with one of the first field and the second field in response to detecting a change in a value associated with the other of the first and the second field.

7. The system of claim 1, wherein the executable software module is further configured to add a third field to a second profile of the second user in response to an addition of a third value corresponding to the third field to the first user profile.

8. The system of claim 1, wherein the executable software module is further configured to generate a second user profile for the second user that includes the second field and the corresponding first value.

9. The system of claim 1, wherein the executable software module is configured to determine that the first user is associated with the second user prior to populating the second field included in the electronic form or data store associated with the second user based on the first value associated with the first field that is included in the first user profile of the first user.

10. The system of claim 1, wherein the information that is common to the first user and the second user comprises at least one of an address, a telephone number, and a family history.

11. The system of claim 1, wherein populating the second field is in response to the selection of the electronic form by the second user.

12. The system of claim 9, wherein the association between the first user and the second user comprises a similarity between the first user and the second user.

13. A method of collecting, classifying, and populating information onto electronic forms or data stores, the method comprising:

collecting information associated with a first user from at least a first information source;

classifying 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;

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

storing (i) information associated with a first user profile of the first user in a first separate portion of a database inaccessible to a second user and (ii) information associated with a second user profile in a second separate portion of the database inaccessible to the first user, wherein the first user and second user are different users;

determining 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;

identifying 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;

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

displaying, on a display unit, a list of selectable forms and a form completion indicator;

receiving a selection of an electronic form from the list of selectable forms by the second user;

populating 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 forms, and

an indication of how much of the selected electronic form can be filled from the information 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.

14. The method of claim 13, further comprising:

assigning a first field name and a first field identification number to the first field; and

determining that the second field corresponds to the first field based on a comparison of the first field name and a second field name associated with the second field.

15. The method of claim 13, further comprising collecting activities of the first user relating to the use of electronic forms or data stores, a type of at least the first field included in the first user profile, and the first value associated with the first field.

16. The method of claim 13, wherein the electronic form or data store comprises one of an academic form or data store, a financial form or data store, a legal form or data store, a health care form or data store, a personal information form or data store, and a business form or data store.

17. The method of claim 13, further comprising automatically updating a value associated with one of the first field and the second field in response to detecting a change in a value associated with the other of the first field and the second field.

18. The method of claim 13, further comprising adding a third field to a second profile of the second user in response to an addition of a third value corresponding to the third field to the first user profile.

19. The method of claim 13, further comprising generating a second user profile for the second user that includes the second field and the corresponding first value.

20. The method of claim 13, further comprising determining that the first user is associated with the second user prior to populating the second field included in the electronic form or data store associated with the second user based on the first value associated with the first field that is included in the first user profile of the first user.

21. The method of claim 20, wherein the association between the first user and the second user comprises a similarity between the first user and the second user.

22. The method of claim 13, wherein the information that is common to the first user and the second user comprises at least one of an address, a telephone number, and a family history.

23. The method of claim 13, wherein populating the second field is in response to the selection of the electronic form by the second user.