Methods and systems for facilitating trusted form processing

Patent metadata

Field	Value
Publication number	US-9805014-B2
Application number	US-201414470974-A
Country	US
Kind code	B2
Filing date	Aug 28, 2014
Priority date	Aug 28, 2014
Publication date	Oct 31, 2017
Grant date	Oct 31, 2017

Abstract

A method for facilitating trusted processing of multiple forms for use with a document banking system, comprising: receiving a selection of an Auto-fill option and a form from a computing device, an account holder selects the Auto-fill option, the form including fillable field(s); authenticating the account holder based on login credential(s), the account holder has a document banking account including documents within the banking system; searching a form template for the form in the banking system, the form template including at least one fillable field similar to the fillable fields of the form; extracting a value corresponding to the at least one fillable field, the value being extracted from the document(s) of the account holder; and filling the form by overlaying the extracted value on the fillable field(s) of the form, the filled form being displayed along with a status information for the fillable field(s) at the computing device.

First claim

What is claimed is:

1. A document banking system for processing a service application with a registered service provider, the document banking comprising:
a) a storage repository configured, at least in part, to:
store a plurality of verified documents in machine readable form; and
store machine readable form templates each having at least one fillable field;

b) a verification module configured, at least in part, to:
verify an account holder documents with any of a plurality of verification partners;
associate a verified tag with each document verified by at least one verification partner; and
store verified documents to the storage repository in machine readable form;

c) a transceiving module comprising a display module configured, at least in part, to:
enable an account holder to selectively open an application for a service provided by one of a plurality of service points, each service point having an account with the document banking system;
display a form template associated with the service; and
display a selectable Auto-fill option with the displayed form template, each Auto-fill option being displayed with an associated status of either rigid, verified, or un-verified; and

d) a trusted content managing module configured, at least in part, to:
identify fillable fields of the displayed form template which can be automatically filled-in;
extract values corresponding to the identified fillable fields from at least one of the account holder's verified documents stored in the storage repository;
fill the extracted values into the associated fillable fields;
receive an account holder's further input into at least one of the fillable fields;
in response to the associated status of the received account holder's further input being one of:
rigid then rejecting the entire document,
verified then accepting the received account holder's further input and changing the associated status to un-verified, and
un-verified then accepting the received account holder's further input and maintaining the associated status as un-verified; and

transfer, in response to a submit instruction from the account holder, the filled-in form to the account of the service point providing the selected service according to rules defined by a service point.

2. The system of claim 1 , wherein the trusted content managing module is further configured to transfer supporting documents to the account of the service point providing the selected service.

3. The system of claim 1 , wherein the transceiving module is further configured to enable the account holder to provide a submit instruction.

4. The system of claim 1 , further comprising an authentication module configured, at least in part, to:
receive the account holder's login credentials; and
authenticate the account holder based on the received login credentials.

5. The document banking system of claim 1 , wherein the trusted content managing module is further configured to generate and store a plurality of form templates corresponding to the plurality of forms associated with one or more services, the one or more service being provided by the plurality of service points.

6. The document banking system of claim 1 , wherein the trusted content managing module is further configured to transfer the filled at least one form and one or more supporting documents based on a pre-defined one or more rules.

Assignees

• Xerox Corp

Inventors

• Ramakrishnan Archana
• Chander Deepthi
• Yadav Kuldeep
• Ponnavaikko Kovendhan
• Dasgupta Koustuv
• Piratla Nischal Murthy

Classifications

• G06F16/93

  Document management systems · CPC title

• G06Q20/02

  involving a neutral party, e.g. certification authority, notary or trusted third party [TTP] · CPC title

• G06F40/174 Primary

  Form filling; Merging · CPC title

• G06Q30/04

  Billing or invoicing · CPC title

• G06Q40/02 Primary

  Banking, e.g. interest calculation or account maintenance (credit or loans G06Q40/03) · CPC title