Authenticating a respondent to an electronic survey

• US 10,521,503 B2
• Filed: 09/23/2016
• Issued: 12/31/2019
• Est. Priority Date: 09/23/2016
• Status: Active Grant

• Current Assignee: Qualtrics LLC (SAP SE)
• Original Assignee: Qualtrics LLC (Australia) (SAP SE)
• Inventors: Kopikare, Milind, Cheesman, Larry Dean, Pinkal, Daryl R, Holiman, Cameron James
• Primary Examiner(s): Khan, Shahid K
• Application Number:
  US15/274,786
• Publication Number:
  US 20180089412A1
• Time in Patent Office: 1,194 Days
• CPC Class Codes: G06F 21/32 using biometric data, e.g. fingerprints, iris scans or voiceprints
• CPC Class Codes: G06F 21/36 by graphic or iconic representation
• CPC Class Codes: G06F 40/171 by use of digital ink
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06V 40/12 Fingerprints or palmprints
• CPC Class Codes: G06V 40/161 Detection; Localisation; Normalisation
• CPC Class Codes: G06V 40/171 Local features and components; Facial parts eye characteristics G06V40/18; Occluding parts, e.g. glasses; Geometrical relationships
• CPC Class Codes: G06V 40/172 Classification, e.g. identification
• CPC Class Codes: G06V 40/33 based only on signature image, e.g. static signature recognition
• CPC Class Codes: G06V 40/70 Multimodal biometrics, e.g. combining information from different biometric modalities

Abstract

This disclosure generally covers systems and methods that, in some embodiments, provide an electronic survey template for creating a user customizable electronic survey including authentication features. Those authentication features include, in some embodiments, authenticating questions with elements that capture a digitally drawn signature, digital image, fingerprint, or voiceprint. Certain embodiments of the disclosed systems and methods provide a graphical user interface comprising an electronic survey template with a menu of survey question types, including an option to create authenticating questions within the electronic survey template. Some embodiments of the disclosed systems and methods also provide functions and features that allow users to preview a customized electronic survey template as an interactive electronic survey or to preview individual electronic survey questions as interactive electronic survey questions.

Claims

1. A method comprising:

providing, by one or more servers for display on a screen of an administrator device, an electronic survey template for creating a user customizable electronic survey comprising one or more electronic survey questions, the electronic survey template comprising a graphical space for creating the one or more electronic survey questions;

providing, by the one or more servers for display on the screen of the administrator device, a selectable signature option to create, within the electronic survey template, a first authenticating question that enables a survey respondent to digitally draw a signature as a response to the first authenticating question;

based on receiving an indication of a selection from the administrator device corresponding to the selectable signature option, creating, within the graphical space of the electronic survey template for display on the screen of the administrator device, the first authenticating question comprising a signature field for the survey respondent to digitally draw a signature; and

providing, by the one or more servers for display on the screen of the administrator device, a question display logic option to create a question display logic rule that causes the one or more servers to identify a next electronic survey question from among a plurality of potential next electronic survey questions based on whether survey respondent identification data received in response to the first authenticating question is authenticated.

2. The method of claim 1, further comprising:

providing, by the one or more servers for display on the screen of the administrator device, a selectable signature authentication option; and

based on receiving an indication of a selection of the selectable signature authentication option from the administrator device, apply, by the one or more servers, an authentication logic rule to the first authenticating question to authenticate that the survey respondent has digitally drawn a signature into the signature field.

3. The method of claim 1, further comprising providing one or more signature formatting controls for modifying a format of the signature field.

4. The method of claim 1, further comprising:

receiving text data that prompts the survey respondent to digitally draw a signature within the signature field; and

based on receiving the text data, inserting the text data into the electronic survey template to include the text data with the signature field in the first authenticating question.

5. The method of claim 1, further comprising:

providing, by the one or more servers to the administrator device, a selectable identity authentication option; and

based on receiving an indication of a selection of the selectable identity authentication option, applying an authentication logic rule to the first authenticating question to authenticate the survey respondent identification data received in response to the first authenticating question, wherein the authentication logic rule causes the one or more servers to compare the survey respondent identification data received from a given survey respondent to stored identification data for the given survey respondent maintained within a respondent profile database.

6. The method of claim 5, wherein the survey respondent identification data comprises a digitally drawn signature within the signature field.

7. The method of claim 5, further comprising:

based on receiving an indication of a selection of the question display logic option, providing, by the one or more servers for display on the screen of the administrator device, a conditional option from a plurality of conditional options comprising selectable components that define the question display logic rule causing the one or more servers to identify the next electronic survey question.

8. The method of claim 1, further comprising:

providing, by the one or more servers for display on the screen of the administrator device, a selectable image collection option to create, within the electronic survey template, a second authenticating question that enables the survey respondent to capture a digital image portraying a face of the survey respondent as a response to the second authenticating question; and

based on receiving an indication of a selection from the administrator device corresponding to the selectable image collection option, creating, within the graphical space of the electronic survey template for display on the screen of the administrator device, the second authenticating question comprising an image collection element that enables the survey respondent to capture a digital image portraying the face of the survey respondent.

9. A non-transitory computer readable storage medium comprising instructions that, when executed by at least one processor, cause a computing device to:

provide, for display on a screen of an administrator device, a graphical user interface for composing an electronic survey, the graphical user interface comprising an electronic survey template to create a user customizable electronic survey comprising one or more electronic survey questions;

provide, for display on the screen of the administrator device, a menu of survey question types within the graphical user interface, the menu comprising a selectable signature option to create, within the electronic survey template, a first authenticating question that enables a survey respondent to digitally draw a signature as a response to the first authenticating question, wherein the graphical user interface allows for;

detecting an indication of a selection from the administrator device corresponding to the selectable signature option within the graphical user interface; and

populating, within the graphical user interface, the electronic survey template comprising the first authenticating question with a signature field for the survey respondent to digitally draw a signature; and

provide, for display within the graphical user interface, a question display logic option to create a question display logic rule that identifies a next electronic survey question from among a plurality of potential next electronic survey questions based on whether survey respondent identification data received in response to the first authenticating question is authenticated.

10. The non-transitory computer readable storage medium of claim 9, further comprising instructions that, when executed by the at least one processor, cause the computing device to:

provide, for display on the screen of the administrator device, a selectable template preview option to preview the populated electronic survey template as an interactive electronic survey within the graphical user interface, the interactive electronic survey comprising the first authenticating question with an interactive signature field, wherein the graphical user interface allows for;

detecting an indication of a selection from the administrator device corresponding to the selectable template preview option to preview the populated electronic survey template within the graphical user interface as the interactive electronic survey; and

populating, within the graphical user interface, a preview of the interactive electronic survey comprising the first authenticating question with the interactive signature field.

11. The non-transitory computer readable storage medium of claim 9, further comprising instructions that, when executed by the at least one processor, cause the computing device to:

provide, for display on the screen of the administrator device, a selectable signature preview option to preview the first authenticating question within the graphical user interface as an interactive authenticating question with an interactive signature field, wherein the graphical user interface allows for;

detecting an indication of a selection from the administrator device corresponding to the selectable signature preview option to preview the interactive authenticating question within the graphical user interface; and

populating, within the graphical user interface, a preview of the interactive authenticating question with the interactive signature field.

12. The non-transitory computer readable storage medium of claim 9, wherein the signature field recognizes digital strokes to form a digitally drawn signature that is stored as a scalable vector graphic file.

13. The non-transitory computer readable storage medium of claim 12, further comprising instructions that, when executed by the at least one processor, cause the computing device to:

provide, for display on the screen of the administrator device, a selectable associating option to create a logic rule that associates the scalable vector graphic file with an account of the survey respondent when the survey respondent digitally draws a given signature into the signature field.

14. The non-transitory computer readable storage medium of claim 9, further comprising instructions that, when executed by the at least one processor, cause the computing device to:

provide, display on the screen of the administrator device, a selectable signature matching option to create a logic rule that, when the survey respondent digitally draws the signature within the signature field, causes the or more servers to;

determine that the digitally drawn signature matches, to a predetermined confidence level, a previously stored digitally drawn signature associated with the survey respondent; and

in response to determining that the digitally drawn signature matches the previously stored digitally drawn signature, associate the digitally drawn signature with a response from a respondent device to the first authenticating question.

15. A system comprising:

at least one processor; and

at least one non-transitory computer readable storage medium storing instructions that, when executed by the at least one processor, cause the system to;

provide, for display on a screen of an administrator device, an electronic survey template for creating a user customizable electronic survey comprising one or more electronic survey questions, the electronic survey template comprising a graphical space for creating the one or more electronic survey questions;

provide, for display on the screen of the administrator device, a selectable signature option to create, within the electronic survey template, a first authenticating question that enables a survey respondent to digitally draw a signature as a response to the first authenticating question;

based on receiving an indication of a selection from the administrator device corresponding to the selectable signature option, create, within the graphical space of the electronic survey template for display on the screen of the administrator device, the first authenticating question by adding into the first authenticating question a signature field for the survey respondent to digitally draw a signature; and

provide, for display on the screen of the administrator device, a question display logic option to create a question display logic rule that identifies a next electronic survey question from among a plurality of potential next electronic survey questions based on whether survey respondent identification data received in response to the first authenticating question is authenticated.

16. The system of claim 15, wherein the selectable signature option comprises a drag-and-drop feature that permits the administrator to drag an icon representing the signature field and drop the icon into a portion of the first authenticating question to add the signature field within the first authenticating question.

17. The system of claim 15, further comprising instructions that, when executed by the at least one processor, cause the system to:

provide for display on the screen of the administrator device a selectable signature authentication option; and

based on receiving an indication of a selection of the selectable signature authentication option from the administrator device, apply an authentication logic rule to the first authenticating question to authenticate that the survey respondent has digitally drawn a signature into the signature field.

18. The system of claim 15, further comprising instructions that, when executed by the at least one processor, cause the system to:

provide for display on the screen of the administrator device a menu of formatting controls, the menu comprising a size control that allows a user to adjust the size of the signature field and a location control that allows the user to adjust the location of the signature field.

19. The system of claim 15, further comprising instructions that, when executed by the at least one processor, cause the system to:

provide for display on the screen of the administrator device a selectable fingerprint option to create, within the electronic survey template, a second authenticating question that directs a given survey respondent to interact with a touch sensor on a given respondent device, wherein the touch sensor captures data representing a given fingerprint of the given survey respondent and the given respondent device transmits the data representing the given fingerprint to the system for storage as a digital file; and

based on receiving an indication of a selection from the administrator device corresponding to the selectable fingerprint option, create, within the graphical space of the electronic survey template for display on the screen of the administrator device, the second authenticating question comprising a fingerprint capture prompt that directs the given survey respondent to interact with the touch sensor on the given respondent device to capture data representing the given fingerprint of the given survey respondent and directs the given respondent device to transmit the data representing the given fingerprint to the system.

20. The system of claim 15, further comprising instructions that, when executed by the at least one processor, cause the system to:

provide for display on the screen of the administrator device a selectable voiceprint option to create, within the electronic survey template, a second authenticating question that directs a given survey respondent to speak into an audio input element on a given respondent device, wherein the audio input element records a voice of a given survey respondent and the given respondent device transmits the recorded voice to the system for storage as a digital file; and

based on receiving an indication of a selection from the administrator device corresponding to the selectable voiceprint option, create, within the graphical space of the electronic survey template for display on the screen of the administrator device, the second authenticating question comprising a voiceprint capture prompt that directs the given survey respondent to speak into the audio input element on the given respondent device and directs the given respondent device to transmit the recorded voice to the system.