Proactive form guidance for interacting with electronic forms
First Claim
1. A computer-implemented method for proactively guiding user interactions with electronic forms via a computing device, the computer-implemented method comprising:
- storing, by a form guidance engine, user information comprising a preference of a user that indicates a time period in which changes to a target state are to be completed for electronic forms;
verifying that an electronic form is available on a data source accessible to the form guidance engine;
storing, by the form guidance engine, state information for the electronic form, the state information identifying a current state of the electronic form, the current state corresponding to at least one of (a) an import of the electronic form into a storage location in which the electronic form is editable by the computing device associated with user, (b) a degree of completion of the electronic form, (c) a validation of the electronic form, or (d) an export of the electronic form from the computing device to a target device;
detecting, by the form guidance engine and from the stored state information of the electronic form, a triggering event for a potential interaction of the user with the electronic form via the computing device, the triggering event comprising that (a) a current time is within the time period from the preference in the user information and (b) a change in state to the target state has not occurred within the time period as of the current time;
based on detecting the triggering event;
identifying, by the form guidance engine, an action that updates content of the electronic form and thereby causes a change from the current state to the target state of the electronic form, andinitiating, by the form guidance engine, a presentation of a guided interaction interface that is separate from the electronic form and that is configured to guide the user to perform the action via the computing device; and
updating, by the form guidance engine and based on a user response to the presentation, the state information of the electronic form to identify the target state.
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Accused Products
Abstract
Techniques for guiding an interaction with an electronic form via a computing device are described. For example, a form guidance engine is initiated. The form guidance engine maintains a state of the electronic form. The form guidance engine also maintains user information in, for example, a user profile. The user information is associated with a user of the computing device and relates to how the user interacts with the electronic form. Based on the user information, the form guidance engine anticipates a potential interaction with the electronic form given the state. Accordingly and prior to a user request for information about the electronic form, the form guidance engine generates a presentation configured to guide the user to perform the potential interaction with the electronic form via a computing device. A user response to the presentation is received. The form guidance engine performs an action associated with the electronic form and updates the state of the electronic form.
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Citations
20 Claims
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1. A computer-implemented method for proactively guiding user interactions with electronic forms via a computing device, the computer-implemented method comprising:
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storing, by a form guidance engine, user information comprising a preference of a user that indicates a time period in which changes to a target state are to be completed for electronic forms; verifying that an electronic form is available on a data source accessible to the form guidance engine; storing, by the form guidance engine, state information for the electronic form, the state information identifying a current state of the electronic form, the current state corresponding to at least one of (a) an import of the electronic form into a storage location in which the electronic form is editable by the computing device associated with user, (b) a degree of completion of the electronic form, (c) a validation of the electronic form, or (d) an export of the electronic form from the computing device to a target device; detecting, by the form guidance engine and from the stored state information of the electronic form, a triggering event for a potential interaction of the user with the electronic form via the computing device, the triggering event comprising that (a) a current time is within the time period from the preference in the user information and (b) a change in state to the target state has not occurred within the time period as of the current time; based on detecting the triggering event; identifying, by the form guidance engine, an action that updates content of the electronic form and thereby causes a change from the current state to the target state of the electronic form, and initiating, by the form guidance engine, a presentation of a guided interaction interface that is separate from the electronic form and that is configured to guide the user to perform the action via the computing device; and updating, by the form guidance engine and based on a user response to the presentation, the state information of the electronic form to identify the target state. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A system comprising:
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a processor; a memory communicatively coupled to the processor and bearing instructions that, upon execution by the processor, cause the system to at least; initiate a form guidance engine; store, by the form guidance engine, user information comprising a preference of a user, wherein the preference indicates a time period in which changes to a target state are to be completed for electronic forms; store, by the form guidance engine, state information for an electronic form, the state information identifying a current state of the electronic form; detect, by the form guidance engine and from the stored state information of the electronic form, a triggering event for a potential interaction of the user with the electronic form via the system, the triggering event comprising that (a) a current time is within the time period from the preference and (b) a change in state to the target state has not occurred within the time period as of the current time; based on a detection of the triggering event; identifying, by the form guidance engine, an action that updates content of the electronic form and thereby causes a change from the current state to the target state of the electronic form, initiating, by the form guidance engine, a presentation of a guided interaction interface that is separate from the electronic form and that is configured to guide the user to perform the action via the system, and updating, by the form guidance engine and based on a user response to the presentation, the state information of the electronic form to identify the target state. - View Dependent Claims (12, 13, 14)
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15. A non-transitory computer-readable storage medium storing instructions of a form guidance engine that, when executed on a computing system, configure the computing system to perform operations comprising:
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storing user information comprising a preference of a user that indicates a time period in which changes to a target state are to be completed for electronic forms; storing, by the form guidance engine, state information identifying a current state of an electronic form; detecting, by the form guidance engine and from the stored state information, a triggering event for a potential interaction of the user with the electronic form via a computing device associated with the user, the triggering event comprising that (a) a current time is within the time period from the preference in the user information and (b) the current state identified in the state information is different from the target state; based on detecting the triggering event; identifying, by the form guidance engine, an action that updates content of the electronic form and thereby causes a change from the current state to the target state of the electronic form, and initiating, by the form guidance engine, a presentation of a guided interaction interface that is separate from the electronic form and that is configured to guide the user to perform the action via the computing device; receiving a user response to the presentation; and updating, by the form guidance engine and based on the user response to the presentation, the state information of the electronic form to identify the target state. - View Dependent Claims (16, 17, 18, 19, 20)
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Specification