Methods and systems for creating tasks of digitizing electronic document

Patent metadata

Field	Value
Publication number	US-9652445-B2
Application number	US-201313904319-A
Country	US
Kind code	B2
Filing date	May 29, 2013
Priority date	May 29, 2013
Publication date	May 16, 2017
Grant date	May 16, 2017

Abstract

The disclosed embodiments illustrate methods and systems for creating one or more tasks of digitizing an electronic document. The electronic document comprises one or more fields. The method comprising receiving inputs to define one or more characteristics associated with each of the one or more fields. The one or more fields are categorized in one or more groups based on the one or more characteristics. Additionally, a task is created for each of the one or more categorized fields based on the one or more characteristics associated with each of the one or more categorized fields, wherein the task comprises at least a user interface for facilitating at least one remote worker to input a response for the task.

First claim

What is claimed is:

1. A method implementable on a computing device for creating one or more tasks of digitizing an electronic document, the method comprising:
receiving inputs to define one or more characteristics associated with each of one or more fields in the electronic document, the one or more characteristics comprising at least a security type associated with the one or more fields, a data entry type associated with the one or more fields, redundancy rules for the one or more fields, and resolution rules for one or more fields, wherein
the redundancy rules and the resolution rules for a given field are based on the data entry type and the security type for the given field, and
fields of a predetermined security type and a free text data entry type are assigned consensus resolution based on a confidentiality indicated by the predetermined security type and an error risk indicated by the free text data entry type;

categorizing the one or more fields in one or more groups based on at least the security type associated with the one or more fields; and
creating a task for the one or more categorized fields based on the one or more characteristics associated with the one or more categorized fields;
sending the created tasks to a set of remote workers such that a first subset of the set of remote workers that are sent tasks categorized in a first group are not sent tasks categorized in a second group based on the security type for the fields of at least one of the first group or the second group indicating that remote workers are not to be sent data associated with fields of the first group and also sent data associated with fields of the second group, wherein
the tasks are presented through a user interface based on the categorization for the fields associated with the tasks such that a remote worker inputs a response to the tasks using the user interface in accordance with a data entry type for the fields corresponding to the tasks,
ones of tasks associated with a particular data filed categorized in the first group are sent to a number of remote workers from among the first subset of remote workers such that responses from the number of remote workers are assessed in accordance with the resolution rules for the particular field, the number of remote workers from among the first subset being based on the redundancy rules for the particular field,
the method is performed by a processor in the computing device.

2. The method of claim 1 further comprising receiving an input to define identifiers corresponding to the one or more fields.

3. The method of claim 1 , further comprising determining one or more location identifiers for the one or more fields in the electronic document, wherein a portion corresponding to the one or more location identifiers is extracted from a filled electronic document.

4. The method of claim 3 , wherein the user interface comprises the extracted portion from the filled electronic document.

5. The method of claim 1 further comprising generating the user interface for the one or more categorized fields in the one or more groups based on the one or more characteristics, wherein the user interface comprises at least one of a text box, a drop-down menu, a checkbox, an option button, or one or more screen instructions for data entry.

6. The method of claim 1 , further comprising receiving the response for the task from the at least one remote worker and validating the received response based on the one or more characteristics.

7. The method of claim 1 , wherein the one or more characteristics further comprise a syntactic type associated with the one or more fields, a semantic type associated with the one or more fields, a granularity type associated with the one or more fields, a field data entry type associated with the one or more fields, and a dependency type associated with the one or more fields.

8. The method of claim 7 , wherein the one or more fields are categorized in one or more security groups based on at least one of the security type or the dependency type associated with each of the one or more fields such that the one or more security groups comprises a set of fields.

9. The method of claim 8 , wherein each field in the set of fields in the one or more security groups is categorized in the one or more groups based on the semantic type of field in the set of fields.

10. The method of claim 9 , further comprising creating a new group based on a sub-sematic type of at least a field in the first set of fields, when a number of fields in the first set of fields exceeds a predetermined threshold value.

11. The method of claim 1 , wherein the resolution rules define one of majority or consensus resolution such that fields of a predetermined security type are assigned consensus resolution based on a confidentiality indicated by the predetermined security type.

12. The method of claim 11 , wherein
the particular field comprises the predetermined security type and the free text data entry type, such that responses received from the number of remote workers sent the ones of tasks associated with the particular field do not satisfy consensus resolution, and
additional tasks associated with the particular field are sent to a second number of remote workers from among the first subset of remote workers different from the remote workers that were previously sent the ones of tasks, the second number of remote workers from among the first subset being based on the redundancy rules for the particular field.

13. A system for creating one or more tasks of digitizing an electronic document, the system comprising:
one or more processors configured to:
register the electronic document by receiving inputs to define one or more characteristics associated with each of the one or more fields, the one or more characteristics comprising at least a security type associated with the one or more fields, a data entry type associated with the one or more fields, redundancy rules for the one or more fields, and resolution rules for one or more fields, wherein
the redundancy rules and the resolution rules for a given field are based on the data entry type and the security type for the given field, and
fields of a predetermined security type and a free text data entry type are assigned consensus resolution based on a confidentiality indicated by the predetermined security type and an error risk indicated by the free text data entry type;

categorize the one or more fields in one or more groups based on at least the security type associated with the one or more fields;
generate a user interface for the one or more groups based on the one or more characteristics associated with the one or more categorized fields in the one or more groups; and
create a task for the one or more categorized fields on the corresponding user interface and the one or more characteristics associated with the one or more categorized fields;
send the created tasks to a set of remote workers such that a first subset of the set of remote workers that are sent tasks categorized in a first group are not sent tasks categorized in a second group based on based on the security type for the fields of at least one of the first group or the second group indicating that remote workers are not to be sent data associated with fields of the first group and also sent data associated with fields of the second group, wherein
the tasks are presented through the user interface, and
ones of tasks associated with a particular data filed categorized in the first group are sent to a number of remote workers from among the first subset of remote workers such that responses from the number of r

Assignees

• Xerox Corp

Inventors

• Balamurugan Chithralekha
• Roy Shourya
• Gujar Sujit

Classifications

• G06F40/174 Primary

  Form filling; Merging · CPC title

• G06F17/243 Primary

  Physics · mapped topic