Paper and electronic recognizable forms

• US 7,607,078 B2
• Filed: 07/06/2005
• Issued: 10/20/2009
• Est. Priority Date: 07/06/2005
• Status: Expired due to Fees

• Current Assignee: International Business Machines Corporation
• Original Assignee: International Business Machines Corporation
• Inventors: Walach, Eugeniusz, Karnin, Ehud, Geva, Amir
• Primary Examiner(s): Hong; Stephen S
• Assistant Examiner(s): Vaughn; Gregory J
• Application Number:
  US11/176,503
• Publication Number:
  US 20070009158A1
• Time in Patent Office: 1,567 Days
• Field of Search: 715/200, 715/221, 715/222, 715/224, 715/226
• US Class Current: 715/221
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A method for processing forms in a computer system includes receiving from a human operator a design of a unified from template including data fields and respective attributes. Paper forms and electronic forms (e-forms) are automatically produced based on the unified form template. Filled-in paper forms and filled-in e-forms are accepted from the clients of the computer system, the filled-in forms including data items filled into the respective data fields by the clients. The data items are extracted from the filled-in paper forms and the filled-in e-forms responsively to the unified form template.

Claims

1. A method for processing forms in a computer system, comprising:

receiving from a human operator a unified form template specifying a joint design of a paper form and an electronic form (e-form), wherein the unified template comprises data fields and respective attributes, of which a common attribute is specified jointly for a given data field in both the paper form and the e-form;

automatically producing, based on the unified form template, paper forms to be filled in by hand by first clients of the computer system and e-forms to be filled in electronically by second clients of the computer system;

accepting filled-in paper forms, in which first data items have been filled in by hand into the given data field by the first clients, and filled-in e-forms, in which second data items have been filled in electronically into the given data field by the second clients;

extracting the first and second data items respectively from the filled-in paper forms and the filled-in e-forms; and

validating, using the common attribute, both the first data items that were extracted from the filled-in paper forms and the second data items that were extracted from the filled-in e-forms.

2. The method according to claim 1, wherein the unified form template comprises a common validation rule that defines a validity criterion for the first and second data items filled in into the given data field, and wherein validating the first and second data items comprises validating the first and second data items responsively to the common validation rule.

3. The method according to claim 2, wherein extracting the first data items from the filled-in paper forms comprises applying an optical character recognition (OCR) process to the filled-in paper forms, so as to convert the first data items into a computer-readable format, and wherein applying the OCR process comprises using the common validation rule so as to improve a recognition performance of the OCR process.

4. The method according to claim 3, wherein the unified form template comprises graphical features that assist the OCR process, and wherein automatically producing the paper forms comprises printing blank paper forms with the graphical features printed thereon.

5. The method according to claim 3, wherein extracting the first data items from the filled-in paper forms is performed without prior training of the OCR process.

6. The system according to claim 3, wherein the at least one input device is arranged to extract the first data items from the filled-in paper forms using the common validation rule without prior training of the OCR process.

7. The method according to claim 1, wherein validating the first and second data items comprises querying a database with the first and second data items so as to find the first and second data items in a list of valid data items.

8. The method according to claim 1, wherein accepting the filled in e-forms comprises validating the second data items immediately after they are filled in by the second clients.

9. The method according to claim 1, wherein accepting the filled-in paper forms comprises performing at least one action selected from a group of actions consisting of sending the forms by fax, scanning the forms, and sending a scanned image of the forms over a network.

10. The method according to claim 1, wherein accepting the filled-in e-forms comprises performing at least one action selected from a group of actions consisting of sending the forms over a permanent network connection, sending the forms over a temporary network connection, sending the forms by e-mail and physically submitting computer-readable media comprising the forms.

11. The method according to claim 1, wherein the unified form template comprises a visual design defining a graphical appearance of the paper form and the e-form and a physical layout of the data fields in the paper form and the e-form, and wherein the attributes comprise at least one attribute type selected from a group of types consisting of layout related attributes and content-related attributes.

12. A computerized system for processing forms, comprising:

a user interface, which is arranged to interact with a human operator so as to receive a unified form template specifying a joint design of a paper form and an electronic form (e-form), wherein the unified template comprises data fields and respective attributes, of which a common attribute is specified jointly for a given data field in both the paper form and the e-form;

a form processor, which is arranged to automatically produce, based on the unified form template, paper forms to be filled in by hand by first clients of the computerized system and e-forms to be filled in electronically by second clients of the computerized system; and

at least one input device, which is arranged to accept filled-in paper forms, in which first data items have been filled in by hand into the given data field by the first clients, to accept filled-in e-forms, in which second data items have been filled in electronically into the given data field by the second clients, to extract the first and second data items respectively from the filled-in paper forms and the filled-in e-forms, and to validate, using the common attribute, both the first data items that were extracted from the filled-in paper forms and the second data items that were extracted from the filled-in e-forms.

13. The system according to claim 12, wherein the unified form template comprises a common validation rule that defines a validity criterion for the first and second data items filled in into the given data field, and wherein the at least one input device is arranged to validate the first and second data items responsively to the common validation rule.

14. The system according to claim 13, wherein the at least one input device is arranged to apply an optical character recognition (OCR) process to the filled-in paper forms so as to convert the first data items in the filled-in paper forms into a computer readable format, and to use the common validation rule so as to improve a recognition performance of the OCR process.

15. The system according to claim 12, wherein the at least one input device is arranged to query a list of valid data items so as to validate the first and second data items.

16. The system according to claim 12, wherein the unified form template comprises a visual design defining a graphical appearance of the paper form and the e-form and a physical layout of the data fields in the paper form and the e-form, and wherein the attributes comprise at least one attribute type selected from a group of types consisting of layout-related attributes and content-related attributes.

17. A computer software product for processing forms, the product comprising a computer-readable medium, in which program instructions are stored, which instructions, when read by a computer in a computerized system, cause the computer to interact with a human operator so as to receive a unified form template specifying a joint design of a paper form and an electronic form (e-form), wherein the unified template comprises data fields and respective attributes, of which a common attribute is specified jointly for a given data field in both the paper form and the e-form, to automatically produce, based on the unified form template, paper forms to be filled in by hand by first clients of the computerized system and e-forms to be filled in electronically by second clients of the computerized system, to accept filled-in paper forms, in which first data items have been filled in by hand into the given data field by the first clients, to accept filled-in e-forms, in which second data items have been filled in electronically into the given data field by the second clients, to extract the first and second data items respectively from the filled-in paper forms and the filled-in e-forms, and to validate, using the common attribute, both the first data items that were extracted from the filled-in paper forms and the second data items that were extracted from the filled-in e-forms.