Feedback validation of electronically generated forms

• US 10,354,000 B2
• Filed: 05/24/2018
• Issued: 07/16/2019
• Est. Priority Date: 09/30/2014
• Status: Active Grant

• Current Assignee: Coupa Software Incorporated
• Original Assignee: Coupa Software Incorporated
• Inventors: Wilczek, Donna, Perez, Gabriel, Bernshteyn, Robert, Hammoud, Raja, Williams, David
• Primary Examiner(s): Nguyen, Maikhanh
• Application Number:
  US15/988,475
• Publication Number:
  US 20180267949A1
• Time in Patent Office: 418 Days
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06V 30/412 Layout analysis of documents structured with printed lines or input boxes, e.g. business forms or tables

Abstract

A computer-implemented method comprises determining, that a first document corresponds to a particular template that provides field specification data for identifying one or more fields from a document; generating a first electronic validation form as a graphical user interface from the first document using the particular template; sending a second notification of the first electronic validation form via email to the sender device, the notification comprising a first option for confirming invoice data in the first electronic validation form, at least some of the invoice data inline or as an attachment, and a second option for updating the invoice data in the first electronic validation form; uploading, in response to a selection of the first option, the invoice data into an enterprise resource planning (ERP) system; causing, in response to a selection of the second option, presentation of the first electronic validation form by the sender device.

Claims

1. A computer-implemented method of validating data through electronic forms, comprising:

receiving, by a processor, a first notification of a first document from a sender device;

determining, by the processor, that the first document corresponds to a particular template that provides field specification data for identifying one or more fields from a document;

generating a first electronic validation form as a graphical user interface from the first document using the particular template,

the first electronic validation form comprising a particular field associated with a particular data item identified from the first document using the field specification data in the particular template,

the first electronic validation form further comprising one or more controls for revising the particular field, a particular data item, or an association between the particular field and the particular data item obtained from the first document;

sending a second notification of the first electronic validation form via email to the sender device,

the notification comprising a first option for confirming invoice data in the first electronic validation form, at least some of the invoice data inline or as an attachment, and a second option for updating the invoice data in the first electronic validation form;

uploading, in response to a selection of the first option, the invoice data into an enterprise resource planning (ERP) system;

causing, in response to a selection of the second option, presentation of the first electronic validation form by the sender device.

2. The computer-implemented method of claim 1, further comprising:

upon receiving an input through the one or more controls, generating revision information for the particular template; and

in response to determining that a second document corresponds to the particular template, generating a second electronic validation form using the particular template and automatically applying the revision information to the second electronic validation form.

3. The computer-implemented method of claim 1, further comprising:

upon detecting an action with the one or more controls, recording the action into a macro;

in response to determining that a second document corresponds to the particular template, generating a second electronic validation form using the particular template and automatically applying the macro to the second electronic validation form.

4. The computer-implemented method of claim 1, further comprising upon receiving an input through the one or more controls, generating a new template based on the input.

5. The computer-implemented method of claim 1, the determining further being based on an electronic contact address or keywords within a body of the first notification, an OCRed attachment, a subject line of the first notification, the domain name of the sender device, or the IP address of the sender device.

6. The computer-implemented of claim 5, the determining further being based on a bar code, a QR code, a symbol, or a logo in the first document.

7. The computer-implemented method of claim 1, the determining further comprising:

extracting an electronic contact address from the first notification;

detecting that the electronic contact address is associated with no reply;

replacing the electronic contact address with an additional electronic contact address.

8. The computer-implemented method of claim 1, the first notification further comprising information regarding the particular field and the particular data item or information regarding a status of the first electronic validation form.

9. The computer-implemented method of claim 8, the status being validation pending or validation window expired.

10. The computer-implemented method of claim 1, the one control being a drawing tool to redefine or resize a bounded area for the particular field.

11. The computer-implemented method of claim 1,

the first electronic validation form further comprising a second field identified from the first document using the field specification data in the particular template,

the one control being a swap tool to swap contents of the particular field and the second field.

12. The computer-implemented method of claim 1,

the first electronic validation form comprising a second field,

the generating further comprising associating a default data item with a second field when the second field is not identified from the first document.

13. The computer-implemented method of claim 1, the generating further comprising following a link in the first document to retrieve the particular data item.

14. One or more non-transitory computer-readable media storing instructions which, when executed by one or more processor, cause performance of a method of validating data through electronic forms, the method comprising:

receiving a first notification of a first document from a sender device;

determining that the first document corresponds to a particular template that provides field specification data for identifying one or more fields from a document;

generating a first electronic validation form as a graphical user interface from the first document using the particular template,

the first electronic validation form comprising a particular field associated with a particular data item identified from the first document using the field specification data in the particular template,

the first electronic validation form further comprising one or more controls for revising the particular field, the particular data item, or an association between the particular field and the particular data item obtained from the first document;

sending a second notification of the first electronic validation form via email to the sender device,

the notification comprising a first option for confirming invoice data in the first electronic validation form, at least some of the invoice data inline or as an attachment, and a second option for updating the invoice data in the first electronic validation form;

uploading, in response to a selection of the first option, the invoice data into an enterprise resource planning (ERP) system;

causing, in response to a selection of the second option, presentation of the first electronic validation form by the sender device.

15. The one or more non-transitory computer-readable media of claim 14, the method further comprising:

upon receiving an input through the one or more controls, generating revision information for the particular template; and

in response to determining that a second document corresponds to the particular template, generating a second electronic validation form using the particular template and automatically applying the revision information to the second electronic validation form.

16. The one or more non-transitory computer-readable media of claim 14, the method further comprising:

upon detecting an action with the one or more controls, recording the action into a macro;

in response to determining that a second document corresponds to the particular template, generating a second electronic validation form using the particular template and automatically applying the macro to the second electronic validation form.

17. The one or more non-transitory computer-readable media of claim 14, the method further comprising upon receiving an input through the one or more controls, generating a new template based on the input.

18. The one or more non-transitory computer-readable media of claim 14, the determining further comprising:

extracting that an electronic contact address from the first notification;

detecting that the electronic contact address is associated with no reply;

replacing the electronic contact address with an additional electronic contact address.

19. The one or more non-transitory computer-readable media of claim 14,

the first electronic validation form comprising a second field,

the generating further comprising associating a default data item with a second field when the second field is not identified from the first document.

20. The one or more non-transitory computer-readable media of claim 14, the generating further comprising following a link in the first document to retrieve the particular data item.