System and method for reliable extraction and mapping of data to and from customer forms
US11354495B2 · kind B2 · utility
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14References
20Claims
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Key dates
| Filing date | Nov 6, 2020 |
| Grant date | Jun 7, 2022 |
| Priority date | — |
| Expiry date | Nov 6, 2040 |
Classification
- Technology area (CPC H)Electricity
- CPC primaryH04L67/52
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
A method and system generate customized financial document templates in a document preparation system, according to one embodiment. The method and system receive document data from a user corresponding to a document including a plurality of custom data fields in a custom template. The method and system map the custom data fields to system data fields from a relatively small subset of data fields selected from a system data field pool based on the characteristics of the user. The method and system generate a custom form template based on the document data and the mapping of the custom data fields to system data fields.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.