Systems and methods for improving workflow efficiency and for electronic record population

• US 10,592,586 B1
• Filed: 03/22/2017
• Issued: 03/17/2020
• Est. Priority Date: 03/22/2016
• Status: Active Grant

• Current Assignee: Massachusetts Mutual Life Insurance Company
• Original Assignee: Massachusetts Mutual Life Insurance Company
• Inventors: Knas, Michal, John, Jiby
• Primary Examiner(s): Tran, Quoc A
• Application Number:
  US15/466,728
• Time in Patent Office: 1,091 Days
• CPC Class Codes: G06F 40/106 Display of layout of documents; Previewing
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: H04L 67/01 Protocols
• CPC Class Codes: H04L 67/565 Conversion or adaptation of application format or content adding application control or application functional data H04L67/561

Abstract

Server and client methods and systems for improving efficiency, accuracy and speed for inputting data from a variety of sources into an electronic form in a continuously streaming manner. More specifically, the present disclosure relates to client/server system and methods for continuous streaming and scrolling of re-organized forms to improve speed, accuracy and efficiency of electronic form population.

Claims

1. A method for increasing data input and efficiency in a client server network comprising:

receiving, via an input device coupled to a processor executing an application, a memory, and a display with a display area, a selection of an electronic form comprising a plurality of input fields, from an electronic form data store, whereby the electronic form is loaded into a volatile memory of the client server network;

determining, via the application executed by the processor, that the electronic form has an associated viewable area that is larger than the display area;

automatically segmenting, via the application executed by the processor, the selected electronic form into a series of segments corresponding in size to the display area, each segment having at least one input field of the electronic form;

streaming, via the application executed by the processor, to the display of the input device from the volatile memory, the series of segments of the electronic form in a continuous stream in a direction from a left side of the display to a right side of the display where at least two segments within the series of segments are simultaneously displayed on the display of the input device, wherein each segment within the series of segments is available to receive input associated with the plurality of input fields as the series of segments stream across the display;

receiving, via the application executed by the processor, inputs associated with the plurality of input fields during the streaming utilizing the input device;

upon receiving the inputs associated with the plurality of input fields, continuously storing, via the application executed by the processor, the inputs associated with the plurality of input fields as part of the electronic form in the volatile memory; and

displaying, via the application executed by the processor, a message between at least two segments, the message comprising a completion status of the plurality of input fields based on the inputs received.

2. The method of claim 1 wherein the streaming segments of the electronic form appear to be moving in a horizontal direction.

3. The method of claim 1 wherein a fully viewable segment of the electronic form appears on the left side of the display and moves to the right side of the display.

4. The method of claim 1 wherein the segments are streamed in an order based on a criteria.

5. The method of claim 1 wherein the rate of streaming increases or decreases based on the rate inputs are received.

6. The method of claim 1, wherein saving the stored inputs as part of the electronic form further comprises recompiling the segments into a continuous electronic form.

7. The method of claim 1, further comprising associating an ID to each segment.

8. The method of claim 7, wherein saving the stored inputs as part of the electronic form further comprises recompiling the segments into a continuous electronic form based on the associated ID.

9. The method of claim 1, wherein saving the stored inputs as part of the electronic form further comprises populating the electronic form based on the received inputs.

10. The method of claim 1, wherein each segment comprises at least on field and one text area as they appear on the electronic form.

11. The method of claim 1, wherein segmenting the selected electronic form into segments results in the exclusion of at least one text area of the electronic form from the series of segments.

12. The method of claim 1, further comprising dynamically monitoring completion of the input fields and automatically streaming the segments as the input fields are completed.

13. The method of claim 1, wherein streaming each segment requires less data to be transmitted than what would be required for streaming the electronic form.

14. The method of claim 1, further comprising automatically transitioning an operator cursor from one input field to another as the plurality of input fields are completed.

15. The method of claim 1, wherein streaming the segments of the electronic form comprises scrolling the segments across the display area.

16. The method of claim 15, further comprising automatically transitioning an operator cursor from one input field to another as a segment scrolls across the display area.

17. The method of claim 1 wherein a partially viewable segment of the electronic form appears on the left side of the display, the partially viewable segment becomes a fully viewable segment, and the fully viewable segment moves to the right side of the display.