Multi-source electronic forms with concealed fields

• US 9,514,237 B2
• Filed: 03/09/2012
• Issued: 12/06/2016
• Est. Priority Date: 06/21/2010
• Status: Expired due to Fees

• Current Assignee: International Business Machines Corporation
• Original Assignee: International Business Machines Corporation
• Inventors: Burckart, Erik John, Howard, Curtiss James, Ivory, Andrew, Shook, Aaron Kyle
• Primary Examiner(s): Rostami, Mohammad S
• Application Number:
  US13/416,092
• Publication Number:
  US 20120173990A1
• Time in Patent Office: 1,733 Days
• US Class Current: 1/1
• CPC Class Codes: G06F 16/958 Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

Electronic multi-user forms are provided. The use of these forms may include displaying the forms to more than one user, receiving population data from one or more user, and selectively displaying the population data to each user. The population data may be displayed to the various users based on the security authorization of the user seeing the form. Upon completion of the form by the users, the form may be further completed and submitted for processing or approval.

Claims

1. A method comprising:

displaying a multi-user form to a first user, the multi-user form having a plurality of fields, some of the fields having a first confidentiality designation and some of the fields having a second confidentiality designation;

receiving population data for one or more fields from a first user;

populating one or more fields using the received first user population data;

determining if a populated field has the first confidentiality designation or a different confidentiality designation;

based on the determination, displaying fields, with population data from the first user, to a second user after determining, if the second user has authority to access populated fields having the determined confidentiality designation;

identifying the authority to access confidential designations of a first user;

identifying the authority to access confidential designation of a second user;

using session information from the first user and session information from the second user to identify peers in a group necessary to complete form information;

and

providing a real-time alert flag on the form visible to a user that the user is seeking to improperly populate a field of the multi-user form.

2. The method of claim 1 further comprising:

receiving population data for one or more fields from the second user; and

populating one or more fields using the received second user population data.

3. The method of claim 1 further comprising:

querying session data to determine if the second user has authority to access populated fields having the determined confidentiality designation.

4. The method of claim 1 further comprising:

querying a network resource for data associated with the first user; and

populating one or more fields of the fields of the form with data received from the network resource in response to the query.

5. The method of claim 1, wherein, the first user is a customer providing populated data using a client application and the second user is a customer service representative.

6. The method of claim 1 further comprising:

submitting a multi-user form after populating fields with population data from the first user and from the second user.

7. The method of claim 6, wherein the submission and the population of fields occurs in real-time, with the first user and the second user populating fields during a joint session.

8. The method of claim 1 further comprising:

using a catalog servlet to track session information and to provide an error warning that a user is seeking to improperly populate a field.

9. The method of claim 1 further comprising:

evaluating past sessions and updating form fields of past sessions with new form information.

10. The method of claim 1 wherein the authority of the second user changes based on the amount of time since the second user has logged on.

11. The method of claim 1 further comprising:

receiving population data for one or more fields form the second user, discarding the received population data from the second user or returning an error message to the second user asking the second user to re-submit form field data.

12. The method of claim 1 further comprising:

sharing user input session data from a web-client of the first user to a web-client of the second user for use by the second user to complete the form.

13. The method of claim 1 further comprising:

indicating with a flag that one or more form fields has been concealed and whether or not the concealed field remains to be populated.

14. The method of claim 1 wherein the authority of the second user expires in a certain amount of time.

15. A method comprising:

displaying a multi-user form to a first user, the multi-user form having a plurality of fields, some of the fields having a first confidentiality designation and some of the fields having a second confidentiality designation;

receiving population data for one or more fields from a first user;

populating one or more fields using the received first user population data;

determining if a populated field has the first confidentiality designation or a different confidentiality designation;

based on the determination, displaying fields, with population data from the first user, to a second user after determining, if the second user has authority to access populated fields having the determined confidentiality designation;

identifying the authority to access confidential designations of a first user;

identifying the authority to access confidential designation of a second user; and

using session information from the first user and session information from the second user to identify peers in a group necessary to complete form information.