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Proactive form guidance for interacting with electronic forms

  • US 10,657,200 B2
  • Filed: 01/05/2016
  • Issued: 05/19/2020
  • Est. Priority Date: 01/05/2016
  • Status: Active Grant
First Claim
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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:

  • 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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