Image-based document processing system providing enhanced transaction balancing
First Claim
1. In an image-based transaction processing system, wherein each transaction includes debit and credit documents containing amounts, the method comprising:
- capturing images of said documents;
extracting document data from said documents including document amounts;
said extracting including;
automatically reading amounts on said documents;
transmitting to a plurality of amount-reading workstations images of documents which can not be successfully automatically read;
displaying document images transmitted to said amount-reading workstations for determining amounts thereon; and
storing extracted document data in a data base;
processing extracted amounts from said documents in said data base to identify out-of-balance transactions;
transmitting the document images of a particular out-of-balance transaction along with corresponding extracted document data to a balancing workstation having a display;
providing a multi-window display of said particular out-of-balance transaction on the workstation display;
displaying in a first window of said multi-window display at least a partial image of a selected credit document of said particular out-of-balance transaction;
displaying in a second window of said multi-window display at least a partial image of a selected debit document of said particular out-of-balance transaction;
displaying in at least one additional window of said multi-window display amounts from documents of said particular out-of-balance transaction;
processing extracted document data from the documents of said particular out-of-balance transaction to determine a particular document having an amount which may not be correct; and
displaying an indication in said additional window identifying said particular document;
the above recited operations of said amount reading workstations being overlapped with the operations of said balancing workstation.
6 Assignments
0 Petitions
Accused Products
Abstract
A method which provides for handling misplaced transaction documents in an image based transaction processing system which performs transaction balancing. A preferred form of the method provides for displaying out-of-balance transactions such that transaction debit and credit data are displayed along with one or more document images. Using this transaction display, it is determined whether a transaction includes a misplaced document which does not belong, or whether a document is missing from the transaction. If a transaction is found to include a document which does not belong, data corresponding to the document is stored in a free item store. If a transaction is found to have a missing document, the free item store is accessed and one or more documents therefrom are displayed to permit determining whether any of these candidates correspond to the missing document.
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Citations
11 Claims
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1. In an image-based transaction processing system, wherein each transaction includes debit and credit documents containing amounts, the method comprising:
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capturing images of said documents; extracting document data from said documents including document amounts; said extracting including; automatically reading amounts on said documents; transmitting to a plurality of amount-reading workstations images of documents which can not be successfully automatically read; displaying document images transmitted to said amount-reading workstations for determining amounts thereon; and storing extracted document data in a data base; processing extracted amounts from said documents in said data base to identify out-of-balance transactions; transmitting the document images of a particular out-of-balance transaction along with corresponding extracted document data to a balancing workstation having a display; providing a multi-window display of said particular out-of-balance transaction on the workstation display; displaying in a first window of said multi-window display at least a partial image of a selected credit document of said particular out-of-balance transaction; displaying in a second window of said multi-window display at least a partial image of a selected debit document of said particular out-of-balance transaction; displaying in at least one additional window of said multi-window display amounts from documents of said particular out-of-balance transaction; processing extracted document data from the documents of said particular out-of-balance transaction to determine a particular document having an amount which may not be correct; and displaying an indication in said additional window identifying said particular document; the above recited operations of said amount reading workstations being overlapped with the operations of said balancing workstation. - View Dependent Claims (2, 3)
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4. In an image-based transaction processing system, wherein each transaction includes debit and credit documents containing amounts, the method comprising:
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capturing images of said documents; extracting document data from said documents including document amounts; storing extracted document data in a data base; processing extracted amounts from said documents in said data base to identify out-of-balance transactions; transmitting the document images of a particular out-of-balance transaction along with corresponding extracted document data to a balancing workstation having a display; providing a multi-window display of said particular out-of-balance transaction on the workstation display; displaying in a first window of said multi-window display at least a partial image of a selected credit document of said particular out-of-balance transaction; displaying in a second window of said multi-window display at least a partial image of a selected debit document of said particular out-of-balance transaction; displaying in at least one additional window of said multi-window display amounts from documents of said particular out-of-balance transaction; providing a dialogue window as one of the windows of said multi-window display via which an operator can communicate with said system using said keyboard, and via which said system can communicate with an operator by displaying data in said dialogue window. - View Dependent Claims (5, 6, 7, 8, 9, 10)
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11. In an image-based transaction processing system, wherein each transaction includes debit and credit documents containing amounts, the method comprising:
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capturing images of said documents; extracting document data from said documents including document amounts; storing extracted document data in a data base; processing extracted amounts from said documents in said data base to identify out-of-balance transactions; transmitting the document images of a particular out-of-balance transaction along with corresponding extracted document data to a balancing workstation having a display; providing a multi-window display of said particular out-of-balance transaction on the workstation display, said multi-window display including first, second and third windows and a dialogue window via which an operator can communicate with said system using said keyboard, and via which said system can communicate with an operator by displaying data in said dialogue window; displaying in said first window of said multi-window display at least a partial image of a selected credit document of said particular out-of-balance transaction; displaying in said second window of said multi-window display at least a partial image of a selected debit document of said particular out-of-balance transaction; displaying in said third window of said multi-window display amounts from documents of said particular out-of-balance transaction; processing extracted document data from the documents of said particular out-of-balance transaction to determine a particular document having an amount which may not be correct; displaying an indication in said third window identifying said particular document; and displaying in said dialogue window a plurality of choices which an operator may select in response to the occurrence of said particular out-of-balance transaction.
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Specification