System and method for detecting and mapping data fields for forms in a financial management system
US9934213B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Apr 28, 2015 |
| Grant date | Apr 3, 2018 |
| Priority date | — |
| Expiry date | Sep 29, 2035 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method and system for generation of a customized financial document template in a financial management system, according to one embodiment. The method and system includes receiving a financial document that includes a plurality of data entries, according to one embodiment. The method and system includes mapping the plurality of data entries to a plurality of data fields of the financial management system, according to one embodiment. Mapping the plurality of data entries includes identifying characteristics of each of the plurality of data entries, and determining a relevance of the plurality of the data fields to the plurality of the data entries, at least partially based on the characteristics of the plurality of data entries, according to one embodiment. The method and system includes populating a custom financial document template, at least partially based on the mapping of the plurality of data entries to the plurality of data fields.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.