Intelligent document processing assistant

Patent metadata

Field	Value
Publication number	US-12299380-B2
Application number	US-202318117957-A
Country	US
Kind code	B2
Filing date	Mar 6, 2023
Priority date	Mar 6, 2023
Publication date	May 13, 2025
Grant date	May 13, 2025

Abstract

Techniques for an intelligent document processing assistant are provided. In one technique, an electronic document is received and content thereof is automatically analyzed to determine a document type of the electronic document. Based on the document type, text data is extracted from the electronic document. The text data comprises multiple field values that correspond to multiple field names that are associated with the document type. Some of the field names and field values are presented on a screen of a computing device. In response to receiving, through the computing device, first user input that modifies at least one data item (in the text data that was extracted from the electronic document), the text data is updated to generate modified text data. Second user input that confirms the modified text data is received through the computing device. The modified text data is transmitted over a network to a data storage service.

First claim

What is claimed is:

1. An apparatus comprising:
one or more processors;
one or more storage media storing instructions which, when executed by the one or more processors, cause:
receiving an electronic document;
automatically analyzing content of the electronic document to determine a particular document type of the electronic document from among a plurality of document types;
based on the particular document type, extracting text data from the electronic document, wherein the text data comprises a plurality of field values that correspond to a plurality of field names that are associated with the particular document type;
generating a particular confidence score for a particular text item in the text data;
causing a warning, that is associated with particular text item based on the particular confidence score, and at least a portion of the plurality of field names and the plurality of field values to be presented on a screen of a computing device, wherein the plurality of field names and the plurality of field values includes the particular text item;
receiving, through the computing device, first user input that selects the warning;
in response to receiving the first user input, updating the screen to present a plurality of options;
receiving, through the computing device, second user input that selects one of the plurality of options.

2. The apparatus of claim 1 , wherein the instructions, when executed by the one or more processors, further cause:
receiving, through the computing device, third user input that modifies at least one data item in the text data that was extracted from the electronic document;
in response to receiving the third user input, updating the text data to generate modified text data;
receiving, through the computing device, fourth input that causes a view of the electronic document, on the screen of the computing device, to increase a first zoom level of the view to a second zoom level that is higher than the first zoom level;
wherein receiving the third user input is performed while the view of the electronic document is at the second zoom level.

3. The apparatus of claim 1 , wherein:
the instructions, when executed by the one or more processors, further cause;
receiving, through the computing device, third user input that modifies at least one data item in the text data that was extracted from the electronic document;
wherein the third user input includes a new field name for a particular field name of the plurality of field names;
in response to receiving the third user input, updating the text data to generate modified text data;
updating, based on the third user input, data associated with the particular field name.

4. The apparatus of claim 3 , wherein:
the particular document type is associated with document type data that identifies the plurality of field names;
updating the data comprises updating the document type data to replace the particular field name with the new field name.

5. The apparatus of claim 1 , wherein the electronic document is a second electronic document that is different than a first electronic document, wherein the text data is a second text data, wherein the instructions, when executed by the one or more processors, further cause, prior to receiving the second electronic document:
receiving the first electronic document, wherein prior to receiving the first electronic document the plurality of document types did not include the particular document type;
while automatically analyzing the first electronic document, extracting first text data from the first electronic document, wherein the first text data comprises one or more field names;
receiving third user input that confirms that the first electronic document is of a new document type, wherein the particular document type is the new document type;
adding the new document type to the plurality of document types;
generating and storing an association between the one or more field names and the new document type.

6. The apparatus of claim 5 , wherein:
the computing device is a second computing device that is different than a first computing device;
the first electronic document is received from the first computing device and the second electronic document is received from the second computing device;
the instructions, when executed by one or more processors, further cause:
storing organization data that associates a first user of the first computing device with a second user of the second computing device;
storing document type data that associates the plurality of document types with the organization data;
in response to receiving the second electronic document and based on the second computing device being associated with the plurality of document types through the organization data and the document type data, selecting the plurality of document types from which to analyze the second electronic document.

7. The apparatus of claim 5 , wherein the instructions, when executed by the one or more processors, further cause:
automatically identifying a first field name in the first electronic document;
causing the first field name to be presented on a first screen of a first computing device;
receiving, through the first computing device, fourth user input that confirms the first field name;
causing the first field name to be stored in association with the new document type;
automatically identifying a second field name in the first electronic document;
after receiving the fourth user input, causing the second field name to be presented on the first screen of the first computing device;
receiving, through the first computing device, fifth user input that confirms the second field name;
causing the second field name to be stored in association with the new document type.

8. The apparatus of claim 1 , wherein the instructions, when executed by the one or more processors, further cause:
storing organization data that identifies a first organization and a second organization that is different than the first organization;
wherein input from one or more members of the first organization caused creation of the particular document type;
wherein the electronic document is received from a member of the second organization;
storing document type sharing data that allows the particular document type to be used for the members of the second organization;
wherein determining the particular document type is based on the document type sharing data.

9. The apparatus of claim 1 , wherein the instructions, when executed by the one or more processors, further cause:
receiving, through the computing device, third user input that modifies at least one data item in the text data that was extracted from the electronic document;
in response to receiving the third user input, updating the text data to generate modified text data;
receiving, through the computing device, fourth user input that confirms the modified text data:
causing the modified text data to be transmitted over a computer network to a target data storage service;
after receiving the fourth input and prior to causing the modified text data to be transmitted to the target data storage service:
causing a plurality of target data storage services to be presented on the screen of the computing device;
receiving, through the computing device, fifth user input that selects the target data storage service from among the plurality of target data storage services.

10. The apparatus of claim 1 , wherein the instructions, when executed by the one or more processors, further cause:
receiving, through the computing device, third user input that modifies at least one data item in the text data that was extr

Assignees

• Evans Merlyn
• Blohm Nicole
• Ricoh Co Ltd

Inventors

• Evans Merlyn
• Blohm Nicole

Classifications

• G06F40/106

  Display of layout of documents; Previewing · CPC title

• G06V30/416

  Extracting the logical structure, e.g. chapters, sections or page numbers; Identifying elements of the document, e.g. authors · CPC title

• G06F40/166 Primary

  Editing, e.g. inserting or deleting · CPC title