Automatic filling of a form with formatted text

Patent metadata

Field	Value
Publication number	US-12561517-B2
Application number	US-202318190527-A
Country	US
Kind code	B2
Filing date	Mar 27, 2023
Priority date	Aug 10, 2021
Publication date	Feb 24, 2026
Grant date	Feb 24, 2026

Abstract

In some implementations, a device may identify a form field, of a form, that is to be filled with text. The device may determine a formatting for the text that is to be used for filling the form field. The formatting for the text may be determined based on content that is indicative of the formatting that is to be used for filling the form field, or information relating to at least one previous filling of the form field that is associated with a successful submission of the form. The device may modify the text in accordance with the formatting that is determined to obtain formatted text. The device may cause filling of the form field with the formatted text.

First claim

What is claimed is:

1 . A method, comprising:
identifying, by a device, text to be inserted into a form field of an electronic document; identifying, by the device, content indicative of a first formatting to be used for the text, wherein the content indicative of the first formatting is different from the text; determining, by the device, a confidence score for formatting the text based on the content indicative of the first formatting; determining, by the device and based on the confidence score failing a threshold and information relating to a previous filling of the form field, a second formatting for the text, wherein the second formatting is a same or different formatting as the first formatting; modifying, by the device, the text in accordance with the second formatting; and causing, by the device, the form field to be automatically filled with the modified text without a user manually entering text into the form field and without the user manually modifying the formatting of the text,
wherein the form field is caused to be automatically filled with the modified text by executing code that inserts the modified text in the form field.

2 . The method of claim 1 ,
wherein the content indicative of the first formatting is located on the electronic document.

3 . The method of claim 1 , wherein, when the confidence score satisfies the threshold, the second formatting is the same formatting from the first formatting.

4 . The method of claim 1 , wherein, when the confidence score fails to satisfy the threshold, the second formatting is the different formatting from the first formatting and is further determined based on the previous filling of the form field.

5 . The method of claim 4 , further comprising:
obtaining information indicating the previous filling of the form field.

6 . The method of claim 5 ,
wherein the information indicating the previous filling of the form field includes at least one of: a formatting rule, a template of the formatting, or a representation of text used for the previous filling of the form field.

7 . The method of claim 1 ,
wherein the second formatting for the text is determined using a machine learning model trained to output the second formatting for the text based on a formatting rule and the information relating to the previous filling of the form field.

8 . The method of claim 1 ,
wherein the text is identified based on one or more attributes of the form field.

9 . The method of claim 1 ,
wherein causing the form field to be automatically filled with the modified text comprises:
transmitting information, that includes the modified text, to a remote device for processing in connection with submission of the electronic document; and
receiving, from the remote device, an indication of whether the modified text is accepted.

10 . A system, comprising:
one or more memories; and one or more processors, coupled to the one or more memories, configured to:
determine a formatting, of a text that is to be inserted in a form field of an electronic document, based on:
a confidence for the formatting failing a threshold,
content indicative of the formatting, and
information indicating a previous filling of the form field;

modify the text in accordance with the formatting; and
cause the form field to be automatically filled with the modified text without a user manually entering text into the form field and without the user manually modifying the formatting of the text,
wherein the form field is caused to be automatically filled with the modified text by executing code that inserts the modified text in the form field.

11 . The system of claim 10 ,
wherein the one or more processors are further configured to:
identify the content indicative of the formatting,
wherein the formatting is determined based on the confidence for the formatting and the content indicative of the formatting, and
wherein the content indicative of the formatting is located on the electronic document.

12 . The system of claim 10 ,
wherein the one or more processors are further configured to:
obtain the information indicating the previous filling of the form field,
wherein the formatting is determined based on the confidence for the formatting and the information indicating the previous filling of the form field.

13 . The system of claim 10 ,
wherein the information indicating the previous filling of the form field includes at least one of: a formatting rule, a template of the formatting, or a representation of text used for the previous filling of the form field.

14 . The system of claim 10 ,
wherein the one or more processors are further configured to:
determine, based on one or more attributes of the form field, the text that is to be inserted into the form field.

15 . The system of claim 10 ,
wherein the one or more processors are further configured to:
determine a formatting rule that is to be used for the formatting of the text based on at least one of:
content of the electronic document, or
information relating to the previous filling of the form field.

16 . The system of claim 10 ,
wherein the text is modified using a code-based formatting rule.

17 . The system of claim 10 ,
wherein the one or more processors, to cause the form field to be automatically filled with the modified text, are configured to:
transmit information, that includes the modified text, to a remote device for processing in connection with submission of the electronic document; and
receive, from the remote device, an indication of whether the modified text is accepted.

18 . A non-transitory computer-readable medium storing a set of instructions, the set of instructions comprising:
one or more instructions that, when executed by one or more processors of a device, cause the device to:
determine a formatting, of a text that is to be inserted in a form field of an electronic document, based on:
a confidence for the formatting failing a threshold,
content indicative of the formatting, and
information indicating a previous filling of the form field;

modify the text in accordance with the formatting; and
cause the form field to be automatically filled with the modified text without a user manually entering text into the form field and without the user manually modifying the formatting of the text,
wherein the form field is caused to be automatically filled with the modified text by executing code that inserts the modified text in the form field.

19 . The non-transitory computer-readable medium of claim 18 ,
wherein the one or more instructions further cause the device to:
identify the content indicative of the formatting,
wherein the formatting is determined based on the confidence for the formatting and the content indicative of the formatting, and
wherein the content indicative of the formatting is located on the electronic document.

20 . The non-transitory computer-readable medium of claim 18 ,
wherein the one or more instructions further cause the device to:
obtain the information indicating the previous filling of the form field,
wherein the formatting is determined based on the confidence for the formatting and the information indicating the previous filling of the form field.

21 . The non-transitory computer-readable medium of claim 18 ,
wherein the information indicating the previous filling of the form field includes at least one of: a formatting rule, a template o

Assignees

• Capital One Services Llc

Inventors

• Goodsitt Jeremy
• Walters Austin
• Rafferty Galen

Classifications

• G06F40/221

  Parsing markup language streams (streaming G06F40/149) · CPC title

• G06F40/103

  Formatting, i.e. changing of presentation of documents (automatic justification G06F40/189; automatic line break hyphenation G06F40/191) · CPC title

• G06F40/174 Primary

  Form filling; Merging · CPC title