IP Library Granted Patent US 12664227
Granted Patent B1
US 12664227 · App. 18/617,843 · Granted Jun 23, 2026

Systems and methods for intermittent web form generation and display on a user interface

Inventors: Raagi Pandya (Montreal, CA); Marius K. Mortensen (Burlington, CA); Yangyang Xu (Oakville, CA); Justine Tanya dela Cruz Lo (Dublin, CA)
Assignee: Veeva Systems Inc.
G06F16/958G06F40/186G06F40/40
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Quick Facts
Patent No.
US 12664227
App. No.
18/617,843
Granted
Jun 23, 2026
Kind
B1
Abstract

A method for progressing a state of case dataset. The method includes receiving a source file and determining case data based on the source file. The method further includes generating a case dataset. The method further includes selecting a rule including a rule criteria and a sampling ratio. The method further includes determining the sampling ratio of the rule is fulfilled. The method further includes determining, in response to the sampling ratio being fulfilled, the case data of the case dataset fulfills the rule criteria. The method further includes selecting a web form template. The method further includes generating the web form based on the web form template and the case dataset. The method further includes outputting the web form and receiving input data. The method further includes modifying the state of the case dataset from the second stage to a third stage based on the input data.

Claims (79)

1 . A method for progressing a state of a case dataset comprising:

receiving, by a provider computing system, a source file;

determining, by the provider computing system, case data based on the source file;

generating, by the provider computing system, the case dataset including the case data and the state in a first stage;

modifying, by the provider computing system, the state of the case dataset from the first stage to a second stage;

selecting, by the provider computing system, a rule including a rule criteria and a sampling ratio from a first repository of the provider computing system;

determining, by the provider computing system, the sampling ratio of the rule is fulfilled;

determining, by the provider computing system and in response to the sampling ratio being fulfilled, the case data of the case dataset fulfills the rule criteria;

selecting, by the provider computing system, a web form template from a second repository of the provider computing system;

generating, by the provider computing system, a web form based on the web form template;

outputting, by the provider computing system, the web form;

receiving, by the provider computing system, input data; and

modifying, by the provider computing system, the state of the case dataset from the second stage to a third stage based on the input data.

2 . The method of claim 1 , further comprising:

outputting, by the provider computing system, the case dataset including the case data as an E2B XML file; and

modifying, by the provider computing system and in response to outputting the case dataset, the state of the case dataset from the third stage to a fourth stage.

3 . The method of claim 1 , further comprising:

locking, by the provider computing system and in response to modifying the state of the case dataset from the first stage to the second stage, the case dataset;

receiving, by the provider computing system, a request to modify the locked case dataset; and

denying, by the provider computing system, the request to modify the locked case dataset.

4 . The method of claim 3 , wherein denying the request to modify the locked case dataset comprises:

generating, by the provider computing system, a notification indicating the case dataset is locked; and

outputting, by the provider computing system, the notification.

5 . The method of claim 1 , wherein the case data includes a country of origin, wherein the web form template includes first text data in a first language and second text data in a second language, and wherein the method further comprises:

determining, by the provider computing system, a language of the case dataset based on the country of origin; and

generating, by the provider computing system and in response to the language of the case dataset being the first language, the web form including the first text data in the first language based on the web form template.

6 . The method of claim 1 , wherein the web form template includes text data in a first language, and wherein the method further comprises:

assigning, by the provider computing system, the web form to a user account;

determining, by the provider computing system, a language of the user account;

translating, by the provider computing system and in response to the language of the user account being a second language, the text data of the web form template from the first language to the second language; and

generating, by the provider computing system, the web form including the translated text data.

7 . The method of claim 1 , wherein the rule is a first rule, wherein the rule criteria is a first rule criteria, wherein the sampling ratio is a first sampling ratio, and wherein the method further comprises:

selecting, by the provider computing system, a second rule including a second rule criteria and a second sampling ratio from the first repository of the provider computing system;

determining, by the provider computing system, the second sampling ratio is not fulfilled; and

selecting, by the provider computing system and in response to determining the second sampling ratio is not fulfilled, the first rule including the first rule criteria and the first sampling ratio from the first repository of the provider computing system.

8 . The method of claim 1 , wherein the rule is a first rule, wherein the rule criteria is a first rule criteria, and wherein the method further comprises:

selecting, by the provider computing system, a second rule including a second rule criteria from the first repository of the provider computing system;

determining, by the provider computing system, the case data of the case dataset does not fulfill the second rule criteria; and

selecting, by the provider computing system and in response to determining the case data of the case dataset does not fulfill the second rule criteria, the first rule including the first rule criteria and the sampling ratio from the first repository of the provider computing system.

9 . The method of claim 8 , wherein the first rule and the second rule each include a rank, wherein the second rule is selected based on the rank of the second rule being a first rank, and wherein the first rule is selected, in response to determining the case data of the case dataset does not fulfill the second rule criteria, based on the rank of the first rule being a second rank.

10 . The method of claim 1 , wherein the rule includes a rule trigger, and wherein the rule is selected from the first repository of the provider computing system based on the state of the case dataset fulfilling the rule trigger of the rule.

11 . The method of claim 1 , wherein the web form includes one or more text sections, wherein the web form is output to a client computing device for display on a user interface including the one or more text sections, and wherein the input data is received from the client computing device via the one or more text sections of the user interface.

12 . A method for progressing a state of a case dataset comprising:

selecting, by a provider computing system, the case dataset including case data and the state in a first stage from a first repository of the provider computing system;

selecting, by the provider computing system, a rule including a rule criteria and a rule trigger from a second repository of the provider computing system based on the state of the case dataset fulfilling the rule trigger of the rule;

determining, by the provider computing system, the case data of the case dataset fulfills the rule criteria;

selecting, by the provider computing system, a web form template from a third repository of the provider computing system;

generating, by the provider computing system, a web form based on the web form template;

outputting, by the provider computing system, the web form;

receiving, by the provider computing system, input data; and

modifying, by the provider computing system, the state of the case dataset from the first stage to a second stage based on the input data.

13 . The method of claim 12 , wherein the case data includes a country of origin, wherein the web form template includes first text data in a first language and second text data in a second language, and wherein the method further comprises:

determining, by the provider computing system, a language of the case dataset based on the country of origin; and

generating, by the provider computing system and in response to the language of the case dataset being the first language, the web form including the first text data in the first language based on the web form template.

14 . The method of claim 12 , wherein the web form template includes text data in a first language, and wherein the method further comprises:

assigning, by the provider computing system, the web form to a user account;

determining, by the provider computing system, a language of the user account;

translating, by the provider computing system and in response to the language of the user account being a second language, the text data of the web form template from the first language to the second language; and

generating, by the provider computing system, the web form including the translated text data.

15 . The method of claim 12 , wherein the rule is a first rule, wherein the rule criteria is a first rule criteria, wherein the rule trigger is a first rule trigger, and wherein the method further comprises:

selecting, by the provider computing system, a second rule including a second rule criteria, a rule trigger, and a sampling ratio from the second repository of the provider computing system based on the state of the case dataset fulfilling the second rule trigger of the second rule;

determining, by the provider computing system, the sampling ratio is not fulfilled; and

selecting, by the provider computing system and in response to determining the second sampling ratio is not fulfilled, the first rule including the first rule criteria and the first rule trigger from the second repository of the provider computing system based on the state of the case dataset fulfilling the first rule trigger of the first rule.

16 . The method of claim 12 , wherein the rule is a first rule, wherein the rule criteria is a first rule criteria, and wherein the method further comprises:

selecting, by the provider computing system, a second rule including a second rule criteria from the second repository of the provider computing system;

determining, by the provider computing system, the case data of the case dataset does not fulfill the second rule criteria; and

selecting, by the provider computing system and in response to determining the case data of the case dataset does not fulfill the second rule criteria, the first rule including the first rule criteria and the rule trigger from the second repository of the provider computing system based on the state of the case dataset fulfilling the first rule trigger of the first rule.

17 . The method of claim 12 , wherein the web form includes one or more text sections, wherein the web form is output to a client computing device for display on a user interface including the one or more text sections, and wherein the input data is received from the client computing device via the one or more text sections of the user interface.

18 . A method for progressing a state of a case dataset comprising:

selecting, by a provider computing system, the case dataset including case data and the state in a first stage from a first repository of the provider computing system;

selecting, by the provider computing system, a first rule including a first rule criteria and a first sampling ratio from a second repository of the provider computing system;

determining, by the provider computing system, the first sampling ratio of the first rule is not fulfilled;

selecting, by the provider computing system and in response to the first sampling ratio of the first rule not being fulfilled, a second rule including a second rule criteria, a second sampling ratio, and a bypass parameter from the second repository of the provider computing system;

determining, by the provider computing system, the second sampling ratio of the second rule is fulfilled;

determining, by the provider computing system and in response to second sampling ratio being fulfilled, the case data of the case dataset fulfills the second rule criteria;

modifying, by the provider computing system and in response to the second rule including the bypass parameter, the state of the case dataset from the first stage to a second stage.

19 . The method of claim 18 , wherein the case data includes a quality control (QC) review bypass field indicating whether the state of the case dataset was modified from the first stage to the second stage based on the bypass parameter, and wherein the method further comprises:

modifying, by the provider computing system, the QC review bypass field of the case data to true.

20 . The method of claim 18 , wherein the first rule and the second rule each include a rank, wherein the first rule is selected based on the rank of the first rule being a first rank, and wherein the second rule is selected, in response to determining the first sampling ratio of the first rule is not fulfilled, based on the rank of the second rule being a second rank.