FEEDBACK VALIDATION OF ELECTRONICALLY GENERATED FORMS

• US 20160196254A1
• Filed: 03/11/2016
• Published: 07/07/2016
• Est. Priority Date: 09/30/2014
• Status: Active Grant

• Current Assignee: Coupa Software Incorporated
• Original Assignee: Coupa Software Incorporated
• Inventors: Wilczek, Donna, Perez, Gabriel, Bernshteyn, Robert, Hammoud, Raja, Williams, David
• Granted Patent: US 10,007,654 B2
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06V 30/412 Layout analysis of documents structured with printed lines or input boxes, e.g. business forms or tables

Abstract

A method and apparatus for form processing is provided, requiring little to no data entry. Upon receiving an electronic notification containing a form, a validation server extracts an electronic contact address from the electronic notification. The validation server then applies a template associated with the sender'"'"'s electronic contact address to a document to extract information necessary to generate an electronic form comprising machine parsable data. The sender is then granted access and prompted to validate the electronic form. The sender entity validates the electronic form by making any necessary changes or revisions and by submitting the editable web form. The form'"'"'s parsable content is then stored directly as data in a database. In some embodiments, the validation server may accept the electronic validation with additional revision information. In these embodiments, the revision information may be applied to future forms received from the sender. Optionally, the revision information may also be used to create a new version of the template specifically associated with the sender'"'"'s electronic contact address.

Claims

1. A method comprising:

storing a plurality of templates that identify one or more fields within corresponding documents;

determining a first document corresponds to a particular template of the plurality of templates;

generating a first electronic validation form using the particular template;

wherein the first electronic validation form comprises one or more controls to accept at least one revision to a particular field, a particular data item, or an association between the particular field and the particular data item obtained from the first document;

upon receiving an input through the one or more controls, generating revision information for the particular template; and

in response to determining a second document corresponds to the particular template, generating a second electronic validation form using the particular template and automatically applying the revision information;

wherein the method is performed by one or more computing devices.

2. The method of claim 1, wherein determining the first document and the second document corresponds to the particular template includes detecting from each document a template identifier, and comparing the template identifier to a plurality of template identifiers that correspond to the respective plurality of templates.

3. The method of claim 2, wherein the template identifier is a particular logo that occurs both within the first document and the second document.

4. The method of claim 1, wherein the one or more controls includes a control to revise the particular field.

5. The method of claim 1, wherein the particular template identifies locations of fields within a corresponding document, and wherein the one or more controls include a control that changes a location of the particular field.

6. The method of claim 1, wherein the one or more controls includes a control to revise the particular data item.

7. The method of claim 1, wherein the one or more controls includes a control to revise the association between the particular data item and the particular field.

8. The method of claim 1, wherein the generated revision information changes a location of the particular field as identified by the particular template.

9. The method of claim 1, wherein generating the first electronic validation form using the particular template includes performing a data extraction process on fields identified by the particular template.

10. The method of claim 9, wherein the generated revision information changes a dictionary mapping associated with the data extraction process.

11. One or more non-transitory computer readable media storing instructions which, when executed by one or more computing devices, cause performance of:

storing a plurality of templates that identify one or more fields within corresponding documents;

determining a first document corresponds to a particular template of the plurality of templates;

generating a first electronic validation form using the particular template;

wherein the first electronic validation form comprises one or more controls to accept at least one revision to a particular field, a particular data item, or an association between the particular field and the particular data item obtained from the first document;

upon receiving an input through the one or more controls, generating revision information for the particular template; and

in response to determining a second document corresponds to the particular template, generating a second electronic validation form using the particular template and automatically applying the revision information.

12. The one or more non-transitory computer readable media of claim 11, wherein determining the first document and the second document corresponds to the particular template includes detecting from each document a template identifier, and comparing the template identifier to a plurality of template identifiers that correspond to the respective plurality of templates.

13. The one or more non-transitory computer readable media of claim 12, wherein the template identifier is a particular logo that occurs both within the first document and the second document.

14. The one or more non-transitory computer readable media of claim 11, wherein the generated revision information changes a location of the particular field as identified by the particular template.

15. The one or more non-transitory computer readable media of claim 11, wherein generating the first electronic validation form using the particular template includes performing a data extraction process on fields identified by the particular template;

and wherein the generated revision information changes a dictionary mapping associated with the data extraction process.

16. A system comprising:

a database configured to store a plurality of templates that identify one or more fields within corresponding documents; and

a validation server computer, operatively coupled to the database, comprising one or more processors and one or more non-transitory computer readable media with instructions to;

determine a first document corresponds to a particular template of the plurality of templates in the database;

generate a first electronic validation form using the particular template, wherein the first electronic validation form comprises;

wherein the first electronic validation form comprises one or more controls to accept at least one revision to a particular field, a particular data item, or an association between the particular field and the particular data item obtained from the first document;

generate revision information for the particular template using input received through the one or more controls;

determine a second document corresponds to the particular template; and

generate a second electronic validation form using the particular template and automatically applying the revision information.

17. The system of claim 16, wherein determining the first document and the second document corresponds to the particular template includes detecting from each document a template identifier, and comparing the template identifier to a plurality of template identifiers that correspond to the respective plurality of templates.

18. The system of claim 17, wherein the template identifier is a particular logo that occurs both within the first document and the second document.

19. The system of claim 16, wherein the generated revision information changes a location of the particular field as identified by the particular template.

20. The system of claim 16, wherein to generate the first electronic validation form using the particular template includes performing a data extraction process on fields identified by the particular template;

and wherein the generated revision information changes a dictionary mapping associated with the data extraction process.