Automatically processing a stream of transaction items based on image and calendar information

US10922539B2 · kind B2 · utility

Assignee

• MICROSOFT TECHNOLOGY LICENSING, LLC · US

Inventors

• Hemanshu K. Chawda · San Francisco, US
• Neal Alan Bernstein · Mercer Island, US
• Harlan Joy Frost · San Francisco, US
• Syed Farhan Raza · Issaquah, US
• James Han Wang · San Francisco, US
• Nicholas ROMANO · Valley Stream, US
• Zeyuan Guan · San Pablo, US
• Armani Ronaldo Rosiles · San Francisco, US
• Amrita Chowdhury · Santa Clara, US
• Chad William Newbry · Berkeley, US
• Christopher Yu · Culver City, US

Key dates

• Filing date: Apr 5, 2019
• Grant date: Feb 16, 2021
• Expiry date: May 20, 2039

Classification

• Technology area (CPC G): Physics
• CPC primary: G06V30/414
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A computer-implemented technique is described for using an automation tool to facilitate the preparation of a summary document, such as an expense report. In a first data path, a receipt-processing component generates receipt items based on images of physical receipts that a user captures using a camera. In a second data path, one or more transaction-processing systems forward transaction items to the automation tool upon their capture; the transaction items correspond to electronic records of transactions made by the user. The technique then generates a set of receipt-transaction (R-T) pairings by matching pairs of receipt items and transaction items that describe the same respective transactions. The technique then uses context information to supplement the R-T pairings, and generates a summary document that summarizes transactions made by the user based on the supplemented R-T pairings. In one case, the context information corresponds to calendar information specified in a user's electronic calendar.