System and method for remote, automatic reporting and verification of forms

• US 7,296,221 B1
• Filed: 04/08/2004
• Issued: 11/13/2007
• Est. Priority Date: 10/31/2001
• Status: Expired due to Term

• Current Assignee: Interface IP Holdings LLC
• Original Assignee: Call-Tell LLC
• Inventors: Hagen, Jr., John J., Treibach-Heck, Varda
• Primary Examiner(s): Hutton, Doug
• Assistant Examiner(s): TRAN, QUOC A
• Application Number:
  US10/822,232
• Time in Patent Office: 1,314 Days
• Field of Search: 715/507, 715/505, 715/506, 705/1, 705/11, 395/149, 714/25
• US Class Current: 715/224
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders
• CPC Class Codes: G06Q 20/203 Inventory monitoring
• CPC Class Codes: G06Q 40/08 Insurance
• CPC Class Codes: G06V 10/22 by selection of a specific region containing or referencing a pattern; Locating or processing of specific regions to guide the detection or recognition
• CPC Class Codes: G06V 30/416 Extracting the logical structure, e.g. chapters, sections or page numbers; Identifying elements of the document, e.g. authors

Abstract

An originator accesses a client system to select a form, then enters data to be associated with a particular instance of the form. When the originator requests printing of the partially completed form, the print command is intercepted by a driver in the client system, which communicates with a form-processing application in the center, which assigns a unique identifier to the form and associates the identifier with the form in a data base. The form is then printed for the originator, who sends the form to a user. The user completes the form, including markings such as a signature or handwritten information and returns it to the center. After extracting the identifier from the returned form and verifying the form, the center automatically routes and/or indexes and/or forwards the image of the form to the proper location(s), and may also automatically enter the extracted data, properly indexed, into a data base.

Claims

1. A system, including one or more processors and memories, for processing a form completed by a user, comprising:

an originating system associated with an originator;

a client system;

a center system;

a form-handling software module resident in the client system and comprising computer-executable code for sending a request from the user to the originating system for a requestor-specific form, which is embodied in a first, electronic transmission format, the originating system thereupon transmitting to the center system corresponding, automatically extractable data, along with a command to produce an instance of the requestor-specific form including the automatically extractable data

an identifier-generating software module resident in the center system comprising computer-executable code for thereupon not only creating the instance of the requestor-specific form but also generating a request-specific, unique identifier uniquely identifying the specific produced instance of the requestor-specific form and for augmenting the instance of the requestor-specific form with the unique, request-specific identifier, said center system thereupon returning to the originating system for onward transmission to the user the request-specific form including not only the automatically extractable data but also the request-specific, unique identifier;

a form-processing software module resident in the center system and comprising computer-executable code for storing an association of the unique, request-specific identifier with the specific instance of the requestor-specific form, for receiving, via a publicly accessible transmission channel, the specific instance of the requestor-specific form after handling by the user in a second transmission format, which is different from the first transmission format and allows for off-line handling, for comparing the unique, request-specific identifier of the received requestor-specific form against the association, and for automatically routing an image of the received requestor-specific form to a destination indicated in a corresponding entry in a configuration file.

2. A system as in claim 1, in which the request from the user to the originating system for the requestor-specific form includes a command to a standard printer driver within the client system.

3. A system as in claim 1, in which the request from the user to the originating system for the requestor-specific form includes a command to download the form to the originating system over a network.

4. A system as in claim 1, further comprising a coordinating system connected by network to both the client system and the center system for transmitting information identifying the instance of the requestor-specific form to the center system from the client system.

5. A system as in claim 4, in which the coordinating system is a web service.

6. A system as in claim 1, in which the requestor-specific form includes at least one handwritten comment field, the computer system further including computer-executable code for associating the handwritten comment field with a corresponding report item.

7. A system as in claim 6, in which the computer-executable code is further provided for automatically extracting the handwritten comment field as a sub-image and then converting the sub-image into a displayable format.

8. A system as in claim 1, in which the form processing software module is further provided for automatically extracting data from the received requestor-specific form.

9. A system as in claim 8, in which the form processing software module includes a format conversion module comprising computer-executable code for automatically converting the extracted data into any of a plurality of predetermined formats for transmission of the extracted data to a recipient in the format that is associated with that recipient.

10. A system, including one or more processors and memories, for processing a form completed by a user, comprising:

a client system associated with a user;

a center system that is separate from the client system;

a form-handling software module resident in the client system and comprising computer-executable code for sending a request for a requestor-specific form to the center system over a publicly accessible transmission channel;

a form-processing software module resident within the center system and comprising computer-executable code for sensing the request to produce the requestor-specific form, and thereupon

for including automatically extractable, requestor-specific data in a specific instance of the requestor-specific form and

for automatically generating and augmenting the requestor-specific form with a request-specific identifier uniquely identifying the specific instance of the requestor-specific form

for storing an association of the request-specific identifier with the specific instance of the requestor-specific form,

for transmitting the specific instance of the requestor-specific form back to the client system in a first, electronic transmission format,

after requester handling of the specific instance of the request-specific form in a second format that is different form the first format and allows for off-line handling, for receiving the request-specific form back from the client system,

for comparing the request-specific identifier of the received request-specific form against the association, and

for automatically routing an image of the received requestor-specific form to a destination indicated by rules that trigger actions based on predefined request-specific conditions.

11. A system as in claim 10, in which the automatic routing of an image of the received form to a destination is indicated by rules that trigger actions based on defined conditions.

12. A system as in claim 10, in which the form-processing module is further provided with computer-executable code for issuing a message to at least one recipient as part of the automatic routing.

13. A system as in claim 10, in which the conditions are also a function of at least one item of the automatically extractable data.

14. A system as in claim 10, in which the conditions include pre-determined conditions.

15. A system as in claim 14, in which the pre-determined conditions are selected from a group consisting of form transmission errors, form reception errors, form completion errors and conditions associated with predetermined routing categories.

16. A system, including one or more processors and memories, for processing a form completed by a user, comprising:

an originating system;

a center system;

a form-handling software module resident in the originating system and comprising computer-executable code for sending a request for a user-specific form to the center system;

a form-processing software module resident within the center system and comprising computer-executable code

for sensing the request to produce the user-specific form, and thereupon

for including automatically extractable, user-specific data in a specific instance of the user-specific form and

for automatically generating and augmenting the user-specific form with a request-specific identifier uniquely identifying the specific instance of the user-specific form

for storing an association of the request-specific identifier with the specific instance of the user-specific form,

for transmitting the specific instance of the user-specific form back to the originating system in a first, electronic transmission format,

for receiving back the specific instance of the request-specific form after handling by the user in a second transmission format that is different from the first transmission format and allows for off-line handling,

for comparing the unique request-specific identifier of the received user-specific, user-handled form against the association, and

for automatically routing an image of the received user-specific, user-handled form to a destination indicated by rules that trigger actions based on predefined request-specific conditions.