System and method to augment electronic documents with externally produced metadata to improve processing
First Claim
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1. A computing system implemented method for facilitating import of financial records of a user of a financial system, the method comprising:
- receiving, with a user interface of a computing system, image data of a financial document of a user of a financial system;
receiving externally generated metadata associated with the financial document, the externally generated metadata includes audio data provided by the user indicating the nature of the financial document, the audio data including indication of one or more financial categories, the externally generated metadata further including am image of a business establishment associated with the financial document;
analyzing, by an analytics module of the computing system, the metadata, including analyzing the audio data and the image of the business establishment to determine one of more signals within the analyzed data indicating one or more characteristics or attributes of the financial document, the analysis including analyzing the image of the business establishment to determine a name of the business establishment and making a determination that the name of the business establishment corresponds to a particular category;
sorting, by the analytics module, the financial document into one or more categories based on the results of the analysis; and
providing an indication to the user of the one or more categories.
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Abstract
A method and system facilitates importation and categorization of financial documents in a financial system. The method and system include receiving source data and externally generated metadata associated with a financial document, such as a receipt of purchase. The method and system further include analyzing the metadata and categorizing the financial document based on the metadata.
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Citations
31 Claims
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1. A computing system implemented method for facilitating import of financial records of a user of a financial system, the method comprising:
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receiving, with a user interface of a computing system, image data of a financial document of a user of a financial system; receiving externally generated metadata associated with the financial document, the externally generated metadata includes audio data provided by the user indicating the nature of the financial document, the audio data including indication of one or more financial categories, the externally generated metadata further including am image of a business establishment associated with the financial document; analyzing, by an analytics module of the computing system, the metadata, including analyzing the audio data and the image of the business establishment to determine one of more signals within the analyzed data indicating one or more characteristics or attributes of the financial document, the analysis including analyzing the image of the business establishment to determine a name of the business establishment and making a determination that the name of the business establishment corresponds to a particular category; sorting, by the analytics module, the financial document into one or more categories based on the results of the analysis; and providing an indication to the user of the one or more categories. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16)
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17. A non-transitory computer-readable medium having a plurality of computer-executable instructions which, when executed by a processor, perform a method for facilitating import of financial records of a user of a financial system, the instructions comprising:
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a user interface module configured to receive source data representing a financial document of a user and externally generated metadata associated with the financial document, the externally generated metadata includes image and audio data provided by the user indicating the nature of the financial document, the audio data including indication of one or more financial categories, the externally generated metadata further including am image of a business establishment associated with the financial document; and an analytics module configured to analyze the metadata including analyzing the image data to determine one of more signals within the analyzed data indicating one or more characteristics or attributes of the financial document, the analysis including analyzing the audio data and the image of the business establishment to determine a name of the business establishment and making a determination that the name of the business establishment corresponds to a particular category, and to sort the financial document into one or more categories based on the metadata, the user interface module being configured to provide an indication of the one or more categories to the user. - View Dependent Claims (18, 19, 20, 21, 22)
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23. A system for facilitating import of financial records of a user of a financial system, the system comprising:
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at least one processor; and at least one memory coupled to the at least one processor, the at least one memory having stored therein instructions which, when executed by any set of the one or more processors, perform a process including; receiving, with a user interface of a computing system, image data of a financial document of a user of a financial system; receiving externally generated metadata associated with the financial document, the externally generated metadata includes audio data provided by the user indicating the nature of the financial document, the audio data including indication of one or more financial categories, the externally generated metadata further including am image of a business establishment associated with the financial document; analyzing, by an analytics module of the computing system, the metadata, including analyzing the audio data and the image data to determine one of more signals within the analyzed data indicating one or more characteristics or attributes of the financial document, the analysis including analyzing the image of the business establishment to determine a name of the business establishment and making a determination that the name of the business establishment corresponds to a particular category; sorting, by the analytics module, the financial document into one or more categories based on the results of the analysis; and providing an indication to the user of the one or more categories. - View Dependent Claims (24, 25, 26, 27, 28, 29, 30, 31)
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Specification