System and method for verifying the contents of forms relative to a separate dataset

• US 9,928,268 B2
• Filed: 07/10/2015
• Issued: 03/27/2018
• Est. Priority Date: 07/29/2014
• Status: Active Grant

• Current Assignee: John Hale, Mark Besch, Randall Broyles
• Original Assignee: John Hale, Mark Besch, Randall Broyles
• Inventors: Besch, Mark, Hale, John, Broyles, Randall
• Primary Examiner(s): Chau, Dung K
• Application Number:
  US14/796,292
• Publication Number:
  US 20160034519A1
• Time in Patent Office: 991 Days
• Field of Search: 707690, 707802, 707602, 7079992, 705 31, 705 38, 705 39
• CPC Class Codes: G06F 16/2365 Ensuring data consistency and integrity
• CPC Class Codes: G06F 16/951 Indexing; Web crawling techniques
• CPC Class Codes: G06F 16/955 using information identifiers, e.g. uniform resource locators [URL]
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A method is provided for verifying the contents of forms, comprising: receiving a dataset from a client, the dataset associated with a transaction; transmitting the dataset to a document vendor to be entered into and complete a transaction document form; receiving the completed transaction document form from the document vendor; generating a code uniquely associating the completed document with the dataset; printing the code onto the completed document; transmitting the completed document to the client; after the document has been executed, receiving the executed document from the client and separately the current dataset; using the code on the executed document, retrieving the stored transaction dataset; comparing the stored dataset with the dataset separately delivered as the current dataset; identifying all inconsistencies between the two datasets and storing these results as separate data; and transmitting a message to the client with the result of the comparison.

Claims

1. A method for verifying the contents of forms, comprising:

receiving and storing a dataset from a client;

the dataset associated with a transaction;

transmitting the dataset to a document vendor to be entered into and complete a transaction document form;

receiving the completed transaction document form from the document vendor;

generating a code uniquely associating the completed transaction document form with the stored dataset;

applying the code onto the completed transaction document form, whereby the code is printed on the completed transaction document form when the document is printed;

transmitting the completed transaction document form to the client;

after the completed transaction document form has been executed, receiving from the client the executed document and separately a current dataset;

using the code printed on the executed document, retrieving the stored dataset used to generate the document;

comparing the stored dataset with the separately received current dataset;

identifying all inconsistencies between the stored dataset and the current dataset and storing these results as separate data; and

transmitting a message to the client with the results.

2. A system for verifying the contents of forms, comprising:

a processor configured to execute instructions;

a database configured to store data processed by the processor; and

a memory configured to store instructions;

executable by the processor, for

receiving and storing a dataset from a client, the dataset associated with a transaction;

transmitting the dataset to a document vendor to be entered into and complete a transaction document form;

receiving the completed transaction document form from the document vendor;

generating a code uniquely associating the completed transaction document form with the stored dataset;

applying the code onto the completed transaction document form, whereby the code is printed on the completed transaction document form when the document is printed;

transmitting the completed transaction document form to the client;

after the completed transaction document form has been executed, receiving from the client the executed document and separately a current dataset;

using the code printed on the executed document, retrieving the stored dataset used to generate the document;

comparing the stored dataset with the received current dataset;

identifying all inconsistencies between the stored dataset and the current dataset and storing these results as separate data; and

transmitting a message to the client with the results.