Method and apparatus for computer-readable purchase receipts using multi-dimensional bar codes

• US 6,533,168 B1
• Filed: 05/26/2000
• Issued: 03/18/2003
• Est. Priority Date: 05/27/1999
• Status: Expired due to Term

• Current Assignee: Peter N. Ching
• Original Assignee: Peter N. Ching
• Inventors: Ching, Peter N.
• Primary Examiner(s): LE, THIEN MINH
• Application Number:
  US09/579,446
• Time in Patent Office: 1,026 Days
• Field of Search: 235/381, 235/382, 235/375, 235/380, 235/492, 235/493, 235/449, 235/462-1-4, 235/436, 235/472.01, 235/472.02, 235/472.03, 235/435
• US Class Current: 235/375
• CPC Class Codes: G06K 17/00 Methods or arrangements for effecting co-operative working between equipments covered by two or more of main groups G06K1/00 - G06K15/00, e.g. automatic card files incorporating conveying and reading operations
• CPC Class Codes: G06K 19/06056 the marking comprising a further embedded marking, e.g. a 1D bar code with the black bars containing a smaller sized coding
• CPC Class Codes: G06K 7/10722 Photodetector array or CCD scanning
• CPC Class Codes: G06K 7/1439 including a method step for retrieval of the optical code
• CPC Class Codes: G06Q 20/047 using payment protocols involving electronic receipts
• CPC Class Codes: G06Q 20/10 specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
• CPC Class Codes: G06Q 20/209 Specified transaction journal output feature, e.g. printed receipt or voice output
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G07G 1/0036 Checkout procedures
• CPC Class Codes: G07G 1/12 electronically operated digital data processing aspects G06Q20/00
• CPC Class Codes: G07G 5/00 Receipt-giving machines cash registers giving receipts G07G1/00

Abstract

An information entry and reporting system and method for tracking data associated with retail transactions at the point of sale. Transaction data is converted into a machine readable dataform pattern and printed onto a sales receipt provided to the purchaser. Subsequently, the purchaser uses a suitably configured scanning device to read the dataform pattern into his or her computer. Software algorithms decode the scanned dataform pattern, extract the transaction data and store it for subsequent analysis and reporting. The system includes a computer, software adapted to retrieve selected data, assemble the retrieved data in a format suitable for encoding and encode the data in a dataform pattern, a printer to print the encoded transaction data, a scanning device to capture the encoded data, software to decode the transaction data and software to display the data in human readable form.

Claims

1. A system for encoding transaction data, comprising:

a data processing device capable of receiving transaction data from a data source;

a data storage device in data communication with said processing device for storing data;

a computer program adapted to run on said data processing device, said computer program being adapted to encode said transaction data into a predetermined pattern for subsequent use by an end user; and

a device capable of generating said predetermined pattern on a substrate.

2. The system of claim 1, wherein said predetermined pattern comprises a dataform pattern, said dataform pattern being recognizable by a scanning device.

3. The system of claim 2, wherein said data source comprises a cash register.

4. The system of claim 2, wherein the act of generating said predetermined pattern comprises printing said dataform onto a paper receipt.

5. A system for encoding and decoding transaction data, comprising:

a data processing device in data communication with a transaction data source, said data processing device being capable of receiving transaction data from said source;

a computer program adapted to run on said data processing device, and further adapted to categorize said transaction data received from said source into at least one category, and encode said data into a predetermined pattern;

a device capable of generating said pattern onto a substrate;

a scanning device capable of reading at least a portion of said pattern from said substrate; and

a decoding device operatively coupled to the scanning device adapted to derive the encoded and categorized transaction data from said pattern.

6. The system of claim 5, wherein said device capable of generating comprises a printer.

7. The system of claim 6, wherein said scanning device comprises an electro-optic scanning device including a light source and detector array.

8. The system of claim 6, wherein said decoding device comprises a second computer program, said second computer program being adapted to identify data within said predetermined pattern, and separate individual ones of said data based on said at least one category.

9. The system of claim 8, further comprising a database, wherein said individual ones of said data are stored within said database based at least in part on said at least one category.

10. The system of claim 9, wherein said decoding device is further adapted to recognize and decode annotations made on said substrate by a user, said annotations being used by said decoding device to further categorize said transaction data.

11. A method of encoding transaction data, comprising:

entering said transaction data into one or more data fields adapted to receive such data;

categorizing at least a portion of said transaction data according to at least one predetermined classification;

encoding said transaction data into one or more predetermined patterns, said pattern adapted to be recognized by a scanning device; and

affixing said pattern to a substrate.

12. The method of claim 11, wherein the act of entering comprises:

receiving transaction data from a source; and

entering portions of said data into respective ones of said data fields based at least in part on information contained within said transaction data.

13. The method of claim 11, wherein the act of categorizing comprises:

examining two or more of said data fields; and

assigning said transaction data to one or more categories based on which data fields said data is stored within.

14. A method of communicating transaction data, comprising:

receiving said transaction data from a data source;

categorizing said transaction data based on one or more predetermined classifications;

encoding the transaction data into a dataform pattern;

printing the dataform pattern onto a receipt;

reading the dataform pattern from the receipt using a scanning device;

decoding the dataform pattern to derive the categorized transaction data; and

storing the decoded transaction data in a computer database.

15. The method of claim 14, wherein the act of storing comprises storing at least one portion of said decoded transaction data in a different location than other portions of said data based at least in part on said one or more predetermined classifications.

16. The method of claim 14, further comprising:

reading annotations made by a user from said receipt using said scanning device; and

decoding said annotations to produce decoded annotations;

wherein the locations within said database wherein individual ones of said transaction data are stored is based at least in part on said decoded annotations.

17. The method of claim 16, wherein said annotations are decoded at least in part using an optical character recognition (OCR) computer program.

18. A scanning device useful for obtaining transaction data from a tangible medium having a dataform disposed thereon, said transaction data being adapted for use by an end user, comprising:

a light source capable of emitting electromagnetic radiation of at least one wavelength;

a positioning device for positioning said tangible medium with respect to said light source as a function of time;

a light detector for detecting light generated by said source and reflected from said tangible medium, said dataform causing modulation of said reflection as said medium is positioned as a function of time by said positioning device, said light detector generating a signal related to modulation of said reflection; and

a decoder operatively connected to said light detector, said decoder being adapted to decode said signal and extract transaction data therefrom.

19. The scanning device of claim 18, further comprising a data interface to a data processing device, said interface adapted to transfer said extracted transaction data from said scanning device to said data processing device for subsequent use by said customer.

20. The scanning device of claim 19, wherein said interface comprises a wireless interface, and said data processing device comprises a mobile device.

21. A system for encoding transaction data, comprising:

a data processing device capable of receiving transaction data from a data source;

a data storage device in data communication with said processing device for storing data;

a computer program adapted to run on said data processing device, said computer program being adapted to encode said transaction data into a data format; and

a data transfer device adapted to transfer said transaction data in said data format to a mobile device adapted to receive and store said transaction data.

22. The system of claim 21, wherein said data transfer device comprises a wireless transceiver.

23. The system of claim 22, wherein said wireless transceiver comprises a transceiver compliant with the Bluetooth Standard.

24. The system of claim 23, wherein said wireless transceiver comprises a direct sequence spread spectrum transceiver.

25. The system of claim 23, wherein said transaction data includes data identifying at least one category associated with a given transaction.

26. A system for encoding transaction data, comprising:

a data processing device capable of receiving transaction data from a data source;

a data storage device in data communication with said processing device for storing data;

a computer program adapted to run on said data processing device, said computer program being adapted to encode said transaction data into a data format; and

a data transfer device adapted to transfer said transaction data in said data format to a remotely located data processing device adapted to receive and store said transaction data.

27. Apparatus adapted for transmitting transaction data from a first device to a second device, said first device being configured to generate said transaction data, the apparatus comprising:

a data interface coupled to said first device, said data interface being adapted to receive said transaction data;

a data encoder adapted to encode said transaction data according to a predetermined format; and

a wireless transceiver in data communication with said encoder, said transceiver being adapted to at least transmit at least portions of said encoded transaction data in the form of radio frequency energy to said second device.

28. The Apparatus of claim 27, wherein said transaction data comprises user annotations, and said data encoder is further adapted to encode said annotations in a form recognizable by said second device.

29. The Apparatus of claim 27, wherein said transaction data encoder is further adapted to encode said data according to one or more transaction classifications.

30. A method of transferring encoded transaction data, comprising:

encoding data relating to at least one vendor/customer transaction at a first location;

transmitting said transaction data to a server device; and

transmitting said transaction data to a second location, said second location having data processing apparatus in communication with said server device and adapted for at least reading of said encoded transaction data by said customer.

31. The method of claim 30, wherein said act of transmitting said transaction data to a second location comprises:

requiring said customer to authenticate to said server device; and

allowing said customer to access said transaction data and transmit same to said second location only after said authentication is completed.

32. The method of claim 30, wherein said transaction data is accessible to both said vendor and customer after said act of transmitting to said server device is completed.

33. The method of claim 30, wherein said act of encoding comprises classifying at least portions of said transaction data according to one or more predetermined categories.

34. A method of transferring and processing encoded transaction data, comprising:

encoding data relating to at least one vendor/customer transaction at a first location, said act of encoding including encoding one or more customer annotations; and

transmitting said encoded transaction data to a second location, said second location having data processing apparatus in communication with said first location and adapted for storing of at least portions of said encoded data based at least in part on said encoded annotations.

35. A method of communicating transaction data, comprising:

receiving said transaction data from a data source;

categorizing said transaction data based on one or more predetermined classifications;

encoding the transaction data into a dataform pattern;

printing the dataform pattern onto a receipt;

reading the dataform pattern from the receipt using a scanning device;

decoding the dataform pattern to derive the categorized transaction data; and

storing at least one portion of said decoded transaction data in a different location than other portions of said data based at least in part on said one or more predetermined classifications.

36. A method of communicating transaction data, comprising:

receiving said transaction data from a data source;

categorizing said transaction data based on one or more predetermined classifications;

encoding the transaction data into a dataform pattern;

printing the dataform pattern onto a receipt;

adding at least one user annotation;

reading the dataform pattern and at least one annotation from the receipt using a scanning device;

decoding the dataform pattern to derive the categorized transaction data;

decoding said annotations to produce decoded annotations; and

storing the decoded transaction data in a computer database based at least in part on said decoded annotations.