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Framework for classifying forms and processing form data

  • US 10,380,513 B2
  • Filed: 09/02/2016
  • Issued: 08/13/2019
  • Est. Priority Date: 03/11/2016
  • Status: Active Grant
First Claim
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1. A non-transitory computer-readable medium storing a program executable by at least one processing unit of a device, the program comprising instructions for:

  • providing a set of items in a graphical user interface (GUI) to a client device, each item in the set of items is procurable from a supplier;

    receiving, from the client device, a selection of an item in the set of items provided in the GUI, the selection representing a request to view the item;

    determining a category associated with the item and a location associated with a user of the client device;

    identifying a form from a plurality of forms based on the category and the location, the form comprising a set of fields, wherein each form in the plurality of forms specifies a category and a location, wherein the identified form specifies the location associated with the user and the category associated with the item;

    providing, through the GUI, the form to the client device;

    receiving, through the GUI, data values for the set of fields from the client device and a request to add the item to a collection of items to procure;

    identifying a first policy from a set of policies based on the category and the location, each policy in the set of policies comprising a location, a category, and a rule, the rule of each policy in the set of policies comprising a set of conditions and a set of operations to perform when the set of conditions are met, wherein the location of the first policy matches the location associated with the user of the client device and the category of the first policy matches the category associated with the item, wherein the set of conditions of the rule of the identified first policy comprises a condition that a data value provided for a field in the set of fields of the form is greater than a defined value, wherein the set of operations of the rule of the identified first policy comprises an operation to provide a notification indicating that an item cannot be procured;

    applying the first policy to the data values for the set of fields;

    based on the application of the first policy, determining whether to allow the item to be added to the collection of items to procure;

    sending a notification to the client device indicating whether the item is allowed to be added to the collection of items to procure;

    determining that the item requires requests for quotes;

    in response to determining that the item requires requests for quotes, identifying a set of suppliers of the item, wherein the GUI further includes the set of suppliers;

    receiving, through the GUI, a selection of at least one supplier from the set of suppliers; and

    identifying a second policy based on the category and the location;

    applying the second policy to the at least one supplier;

    sending each supplier in the at least one supplier a request for a quote for a price of the item;

    receiving from each supplier in the at least one supplier a quoted price of the item;

    providing, through the GUI, the quoted prices of the item; and

    receiving, through the GUI, a selection of a supplier in the at least one supplier as a supplier to use for procuring the item.

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