Method, apparatus, and computer program product for generating a preview of an electronic document

• US 10,733,370 B2
• Filed: 08/18/2015
• Issued: 08/04/2020
• Est. Priority Date: 08/18/2015
• Status: Active Grant

• Current Assignee: Change Healthcare Holdings, LLC (UnitedHealth Group Incorporated)
• Original Assignee: Change Healthcare Holdings, LLC (UnitedHealth Group Incorporated)
• Inventors: Owens, Ian, Williams, Tammy
• Primary Examiner(s): Stork, Kyle R
• Application Number:
  US14/828,880
• Publication Number:
  US 20170052943A1
• Time in Patent Office: 1,813 Days
• CPC Class Codes: G06F 40/106 Display of layout of documents; Previewing
• CPC Class Codes: G06F 40/14 Tree-structured documents parsing G06F40/205; validation G06F40/226
• CPC Class Codes: G06F 40/143 Markup, e.g. Standard Generalized Markup Language [SGML] or Document Type Definition [DTD]
• CPC Class Codes: G06F 40/186 Templates

Abstract

Embodiments provided herein provide for customized previews of electronic documents. A template for a particular electronic document may be identified based on document attributes and/or usage parameters. The identified template may define pertinent data to be extracted from structured documents. Portions of documents, including unstructured documents can be provided as a preview such as by rendering an area of the document such as one defined in the template by coordinates or pixels. In this regard, individual users or user groups may configure what data is displayed in a document preview such as by selecting fields and/or by specifying locations of interest within the document. Users can view listings of documents and their respective previews such that the desired document may be identified without rendering complete documents.

Claims

1. A method comprising:

receiving an indication of an electronic document for which preview data is to be provided in a particular instance;

determining that the electronic document is an unstructured document;

determining a usage parameter characterizing a use of the preview data in the particular instance, wherein the usage parameter is at least one of a user identity of a user requesting the preview, a device type by which the preview data is requested, a location of a device by which the preview data is requested, or a network by which the preview data is requested;

identifying a template associated with the electronic document, based on at least a document attribute associated with the electronic document and the at least one of the user identity of the user requesting the preview in the particular instance, the device type by which the preview data is requested in the particular instance, the location of a device by which the preview data is requested in the particular instance, or the network by which the preview data is requested in the particular instance;

based on the template and in response to determining that the electronic document is an unstructured document, identifying at least one sub-portion of the electronic document, the at least one sub-portion of the electronic document determined based on at least a predefined size indicated by the template, relative to the electronic document, and a position indicated by the template, of the sub-portion relative to the electronic document; and

with an electronic document preview apparatus comprising at least processing circuitry, determining the preview data from the electronic document based on the template and the identified at least one sub-portion.

2. The method of claim 1, wherein the template is identified based on at least the document attribute, wherein the document attribute comprises at least one of a document name, a providing source of the electronic document, or a file type associated with the electronic document.

3. The method of claim 1, wherein the position indicated by the template, of the sub-portion relative to the electronic document comprises a specific coordinate location within the electronic document, and wherein determining the preview data from the electronic document comprises obtaining the sub-portion from the specific coordinate location within the electronic document.

4. The method of claim 3, wherein the pre-defined size indicated by the template, relative to the electronic document, comprises a pixel height and a pixel width defined at the specific coordinate location, and wherein determining the preview data from the electronic document further comprises obtaining the sub-portion from the specific coordinate location and having the pixel height and the pixel width indicated by the template.

5. An apparatus comprising at least one processor and at least one memory including computer program code, the at least one memory and the computer program code configured to, with the processor, cause the apparatus to at least:

receive an indication of an electronic document for which preview data is to be provided in a particular instance;

determine that the electronic document is an unstructured document;

determine a usage parameter characterizing a use of the preview data in the particular instance, wherein the usage parameter is at least one of a user identity of a user requesting the preview, a device type by which the preview data is requested, a location of a device by which the preview data is requested, or a network by which the preview data is requested;

identify a template associated with the electronic document, based on at least a document attribute associated with the electronic document and the at least one of the user identity of the user requesting the preview in the particular instance, the device type by which the preview data is requested in the particular instance, the location of a device by which the preview data is requested in the particular instance, or the network by which the preview data is requested in the particular instance;

based on the template and in response to determining that the electronic document is an unstructured document, identify at least one sub-portion of the electronic document, the at least one sub-portion of the electronic document determined based on at least a predefined size indicated by the template, relative to the electronic document, and a position indicated by the template, of the sub-portion relative to the electronic document; and

determine the preview data from the electronic document based on the template and the identified at least one sub-portion.

6. The apparatus of claim 5, wherein the template is identified based on the document attribute, wherein the at least one document attribute comprises at least one of a document name, a providing source of the electronic document, or a file type associated with the electronic document.

7. The apparatus of claim 5, wherein in response to determining that the electronic document is a structured document, determining preview data comprises:

parsing discrete data from the electronic document based on the template; and

generating the preview data based on the parsed discrete data and the template.

8. The apparatus of claim 7, wherein the discrete data comprises multiple instances of a same data element, and the parsing further comprises:

processing the multiple instances of the same data element to determine which instance or instances to include in the preview data.

9. The apparatus of claim 5, wherein the location identified within the electronic document comprises a specific coordinate location within the electronic document.

10. The apparatus of claim 9, wherein the location comprises an area pixel height and a pixel width defined at the specific coordinate location, wherein the preview data is within the area.

11. A computer program product comprising at least one non-transitory computer-readable medium having computer-readable program instructions stored therein, the computer-readable program instructions comprising instructions, which when performed by an apparatus, are configured to cause the apparatus to perform at least:

receive an indication of an electronic document for which preview data is to be provided in a particular instance;

determine that the electronic document is an unstructured document;

determine a usage parameter characterizing a use of the preview data in the particular instance, wherein the usage parameter is at least one of a user identity of a user requesting the preview, a device type by which the preview data is requested, a location of a device by which the preview data is requested, or a network by which the preview data is requested;

identify a template associated with the electronic document, based on at least one document attribute associated with the electronic document and the usage parameter relating to the at least one of the user identity of the user requesting the preview in the particular instance, the device type by which the preview data is requested in the particular instance, the location of a device by which the preview data is requested in the particular instance, or the network by which the preview data is requested in the particular instance;

based on the template and in response to determining that the electronic document is an unstructured document, identify a at least one sub-portion of the electronic document, the sub-portion of the electronic document determined based on at least a predefined size indicated by the template, relative to the electronic document, and a position indicated by the template, of the sub-portion relative to the electronic document; and

determine the preview data from the electronic document based on the template and the identified at least one sub-portion.

12. The computer program product of claim 11, wherein the template is identified based on the document attribute, wherein the document attribute comprises at least one of a document name, a providing source of the electronic document, or a file type associated with the electronic document.

13. The computer program product of claim 11, wherein in response to determining that the electronic document is a structured document, determining preview data comprises:

parsing discrete data from the electronic document based on the template; and

generating the preview data based on the parsed discrete data and the template.

14. The computer program product of claim 13, wherein the discrete data comprises multiple instances of a same data element, and the parsing further comprises:

processing the multiple instances of the same data element to determine which instance or instances to include in the preview data.