System and method for detecting and mapping data fields for forms in a financial management system
US11734771B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Aug 10, 2021 |
| Grant date | Aug 22, 2023 |
| Priority date | — |
| Expiry date | Oct 8, 2041 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06F40/186
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
Systems and methods for generating a custom document template are disclosed. An example method may be performed by one or more processors of a system and include retrieving a user document including a user data entry in a user data field, identifying a set of system data fields within a plurality of system documents potentially relevant to the user document, determining, for each of the set of system data fields, a weighted value indicative of a likelihood that the system data field is relevant to the user data field, identifying a most relevant system data field of the set of system data fields, the most relevant system data field having a highest weighted value of the determined weighted values, and generating a custom document template including a dynamic data region for the user data entry, the dynamic data region mapped to the most relevant system data field.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.