METHOD, APPARATUS, AND COMPUTER PROGRAM PRODUCT FOR GENERATING A PREVIEW OF AN ELECTRONIC DOCUMENT

• US 20170052943A1
• Filed: 08/18/2015
• Published: 02/23/2017
• Est. Priority Date: 08/18/2015
• Status: Active Grant

• Current Assignee: Change Healthcare Holdings, LLC (UnitedHealth Group Incorporated)
• Original Assignee: Mckesson Financial Holdings Limited (McKesson Corp.)
• Inventors: Williams, Tammy, Owens, Ian
• Granted Patent: US 10,733,370 B2
• Time in Patent Office: Days
• US Class Current: 1/1
• 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;

identifying a template associated with the electronic document, based on at least one of a document attribute associated with the electronic document or a usage parameter; and

with an electronic document preview apparatus comprising at least processing circuitry, determining preview data from the electronic document based on the template.

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 determining preview data comprises:

determining the electronic document is a structured document;

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.

4. The method of claim 3, 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.

5. The method of claim 1, wherein determining the preview data comprises:

determining the electronic document is an unstructured document;

identifying a location within the unstructured document based on the template; and

generating the preview data based on the location.

6. The method of claim 1, wherein the template is determined based on the usage parameter, wherein the usage parameter comprises at least one of a user identity, a device type, or a location.

7. The method of claim 1, wherein the template indicates at least the data elements to be included in the preview data, and a format in which the preview data is to be displayed.

8. 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;

identify a template associated with the electronic document, based on at least one of a document attribute associated with the electronic document or a usage parameter;

determine preview data from the electronic document based on the template.

9. The apparatus of claim 8, 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.

10. The apparatus of claim 8, wherein determining preview data comprises:

determining the electronic document is a structured document;

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.

11. The apparatus of claim 10, 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.

12. The apparatus of claim 8, wherein determining the preview data comprises:

determining the electronic document is an unstructured document;

identifying a location within the unstructured document based on the template; and

generating the preview data based on the location.

13. The apparatus of claim 8, wherein the template is determined based on the usage parameter, wherein the usage parameter comprises at least one of a user identity, a device type, or a location.

14. The apparatus of claim 8, wherein the template indicates the data elements to be included in the preview data, and at least a format in which the preview data is to be displayed.

21. The computer program product of claim 13, wherein the template indicates the data elements to be included in the preview data, and at least a format in which the preview data is to be displayed.

15. 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;

identify a template associated with the electronic document, based on at least one of a document attribute associated with the electronic document or a usage parameter;

determine preview data from the electronic document based on the template.

16. The computer program product of claim 15, 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.

17. The computer program product of claim 15, wherein determining preview data comprises:

determining the electronic document is a structured document;

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.

18. The computer program product of claim 17, 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.

19. The computer program product of claim 15, wherein determining the preview data comprises:

determining the electronic document is an unstructured document;

identifying a location within the unstructured document based on the template; and

generating the preview data based on the location.

20. The computer program product of claim 17, wherein the template is determined based on the usage parameter, wherein the usage parameter comprises at least one of a user identity, a device type, or a location.