SYSTEMS AND METHODS FOR TRACKING, REPORTING, SUBMITTING AND COMPLETING INFORMATION FORMS AND REPORTS

• US 20140122989A1
• Filed: 10/23/2013
• Published: 05/01/2014
• Est. Priority Date: 10/30/2012
• Status: Active Grant

• Current Assignee: UBIQ Security Incorporated
• Original Assignee: FHOOSH, Inc.
• Inventors: Eigner, Linda, Eigner, William, Tobias, Eric, Kahle, Charles, Iasi, Anthony F.
• Granted Patent: US 10,635,692 B2
• Time in Patent Office: Days
• US Class Current: 715/226
• CPC Class Codes: G06F 16/00 Information retrieval; Database structures therefor; File system structures therefor
• CPC Class Codes: G06F 16/285 Clustering or classification
• CPC Class Codes: G06F 16/337 Profile generation, learning or modification
• CPC Class Codes: G06F 16/355 Class or cluster creation or modification
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• CPC Class Codes: G06F 21/60 Protecting data
• CPC Class Codes: G06F 3/0487 using specific features provided by the input device, e.g. functions controlled by the rotation of a mouse with dual sensing arrangements, or of the nature of the input device, e.g. tap gestures based on pressure sensed by a digitiser
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06Q 30/0204 Market segmentation
• CPC Class Codes: G06Q 30/0269 based on user profile or attribute
• CPC Class Codes: H04L 67/30 Profiles
• CPC Class Codes: H04W 4/08 User group management

Abstract

Systems and methods are provided for creating templates in an information management tool that are designed to track and timely and accurately report certain information in accordance with the requirements of a specific process, form or other requirement. Information relating to a user is obtained from one or more sources through electronic means, and the information is then organized and securely stored in a database using field mapping and other techniques to classify the information into specific categories. The information that is obtained and organized may include contact information, financial information, health information and historical information. The organized information may then be accessed by the user to automatically and instantaneously populate or supplement an electronic document, form or web-based application without requiring the user to manually enter the information. The system automatically detects and stores updates to information and builds a database of forms and electronic documents for future use.

Claims

1. A system for compiling and populating information onto electronic forms or databases, comprising:

a communications interface which collects information of a user from at least one information source;

a template creation unit which organizes the collected information into a template in accordance with the requirements of a form or database; and

a program unit configured to track and update the information of the user via the communications interface, organize the information of the user in accordance with the template and create a report that displays the information in accordance with the requirements of a form or database.

2. The system of claim 1, wherein the information source is selected from at least one of:

a bank, lender, court, foundation, school, college, government agency, hospital or medical group.

3. The system of claim 1, wherein the electronic form or database is at least one of an academic form, a financial form, a legal form, a personal information form or a business form.

4. The system of claim 1, wherein the information of the user is automatically updated when a user manually enters a value into a form field on the electronic form that corresponds to a field in the user profile.

5. The system of claim 1, wherein the requirements of the form or database are automatically updated.

6. The system of claim 1, wherein the user selects a template from a list of possible templates which matches the form or database requirements.

7. A method of compiling and populating information onto electronic forms or databases, comprising the steps of:

collecting information of a user from at least one information source;

organizing the collected information into a template in accordance with the requirements of a form or database;

tracking and updating the information of the user via the communications interface;

organizing the information of the user in accordance with the template; and

creating a report that displays the information in accordance with the requirements of a form or database.

8. The method of claim 7, wherein the information source is selected from at least one of:

a bank, lender, court, foundation, school, college, government agency, hospital or medical group.

9. The method of claim 7, wherein the electronic form or database is at least one of an academic form, a financial form, a legal form, a personal information form or a business form.

10. The method of claim 7, further comprising automatically updating the information of the user when a user manually enters a value into a form field on the electronic form that corresponds to a field in the user profile.

11. The method of claim 7, further comprising automatically updating the requirements of the form or database.

12. The method of claim 7, wherein the user selects a template from a list of possible templates which matches the form or database requirements.