Systems and methods for improved user-reviewer interaction using enhanced electronic documents
This present application relates to an enhanced document having a collection of fields including human readable information as well as machine retrievable information to create a collection of information relating to an applicant. The document includes both established segments relating to a first set of determined categories and a second group of data sets that are affiliated with the first set to provide an enhanced group of criteria for the applicant. The supplemental information is retrievable by use of one or more actuatable buttons that connect the user to a website to obtain the requested information.
1 . A method for facilitating user and reviewer interaction, comprising:
receiving, via an upload, an enhanced document comprising an exported file associated with a user, wherein the enhanced document comprises:
a section of information associated with the user; and
an interactive element embedded therein prior to the upload, wherein an appearance of the interactive element is based on a style template applied to the enhanced document prior to the upload;
providing the enhanced document to a reviewer as a stand-alone document;
detecting a reviewer interaction with the interactive element based on receiving an indication of selection, by the reviewer, of the interactive element embedded within the enhanced document comprising the exported file,
in response to receiving the indication of the selection, by the reviewer, of the interactive element embedded within the enhanced document, executing, by a document-interaction platform, logic associated with the interactive element to facilitate communication between the reviewer and the user;
generating a user notification based on the reviewer interaction with the interactive element;
sending, via a user dashboard for displaying notifications associated with tracked interactions between the reviewer and the interactive element embedded in the enhanced document, the user notification to the user, wherein the user notification comprises a request for the user to provide a confirmation of availability of the user; and
receiving the confirmation of the availability of the user.
2 . The method of claim 1 , wherein the enhanced document comprising the exported file is associated with a user-selected file format.
3 . The method of claim 1 , further comprising:
generating a preview of the enhanced document, including:
determining, based on the interactive element, that an updated enhanced document is available;
retrieving the updated enhanced document; and
displaying the updated enhanced document.
4 . The method of claim 1 , further comprising:
determining one or more additional interactions with the interactive element; and
generating one or more analytics based on the reviewer interaction and the one or more additional interactions with the interactive element.
5 . The method of claim 1 , wherein sending the user notification comprises displaying the user notification on the user dashboard.
6 . The method of claim 1 , wherein:
the user notification is transmitted via a text message or e-mail message; and
the user notification comprises a hyperlink to the enhanced document.
7 . The method of claim 1 , wherein the enhanced document further comprises embedded metadata, comprising:
the section of information encoded as structured data according to a defined schema; and
the interactive element encoded as structured data according to attributes of the interactive element.
8 . The method of claim 1 , wherein:
detecting the reviewer interaction with the interactive element based on receiving the indication of selection of the interactive element, comprises determining an identity of the reviewer; and
the user notification comprises an indication of the reviewer interaction by the reviewer.
9 . The method of claim 1 , wherein:
the user notification comprises an indication the reviewer viewed the enhanced document; and
receiving the indication of selection of the interactive element comprises, in response to opening the enhanced document, automatically retrieving an image uniquely associated with the interactive element.
10 . The method of claim 1 , wherein the user notification further comprises one or more prompts directed to the user for requesting that the user provide additional information or input for supporting a functionality of the interactive element.
11 . A non-transitory computer-readable medium storing program code for causing a processing system to perform steps of:
receiving, via an upload, an enhanced document comprising an exported file associated with a user, wherein the enhanced document comprises:
a section of information associated with the user; and
an interactive element embedded therein prior to the upload, wherein an appearance of the interactive element is based on a style template applied to the enhanced document prior to the upload;
providing the enhanced document to a reviewer as a stand-alone document;
detecting a reviewer interaction with the interactive element based on receiving an indication of selection, by the reviewer, of the interactive element embedded within the enhanced document comprising the exported file;
in response to receiving the indication of the selection, by the reviewer, of the interactive element embedded within the enhanced document executing, by a document-interaction platform, logic associated with the interactive element to facilitate communication between the reviewer and the user;
generating a user notification based on the reviewer interaction with the interactive element;
sending, via a user dashboard for displaying notifications associated with tracked interactions between the reviewer and the enhanced document, the user notification to the user, wherein the user notification comprises a request for the user to provide a confirmation of availability of the user; and
receiving the confirmation of the availability of the user.
12 . The non-transitory computer-readable medium of claim 11 , wherein the enhanced document comprising the exported file is associated with a user-selected file format.
13 . The non-transitory computer-readable medium of claim 11 , wherein the steps further comprise:
generating a preview of the enhanced document, including:
determining, based on the interactive element, that an updated enhanced document is available;
retrieving the updated enhanced document; and
displaying the updated enhanced document.
14 . The non-transitory computer-readable medium of claim 11 , wherein the steps further comprise:
determining one or more additional interactions with the interactive element; and
generating one or more analytics based on the reviewer interaction and the one or more additional interactions with the interactive element.
15 . The non-transitory computer-readable medium of claim 11 , wherein in order to send the user notification, the steps further comprise displaying the user notification on the user dashboard.
16 . The non-transitory computer-readable medium of claim 11 , wherein:
the user notification is transmitted via a text message or e-mail message;
the user notification comprises a hyperlink to the enhanced document; and
the enhanced document further comprises embedded metadata, comprising:
the section of information encoded as structured data according to a defined schema; and
the interactive element encoded as structured data according to attributes of the interactive element.
17 . The non-transitory computer-readable medium of claim 11 , wherein in order to detect the reviewer interaction with the interactive element based on receiving the indication of selection of the interactive element, the steps further comprise to determine an identity of the reviewer, wherein the user notification comprises an indication of the reviewer interaction by the reviewer.
18 . The non-transitory computer-readable medium of claim 11 , wherein:
the user notification comprises an indication the reviewer viewed the enhanced document; and
in order to receive the indication of selection of the interactive element, the steps further comprise in response to opening the enhanced document, automatically retrieving an image uniquely associated with the interactive element.
19 . The non-transitory computer-readable medium of claim 11 , wherein the user notification further comprises one or more prompts directed to the user for requesting that the user provide additional information or input for supporting a functionality of the interactive element.
20 . A method for facilitating user and reviewer interaction, comprising:
receiving, via an upload, an enhanced document comprising an exported file associated with a user, wherein the enhanced document comprises:
a section of information associated with the user; and
an interactive element embedded therein,
receiving, from a reviewer, an indication of selection of the interactive element;
generating a preview of the enhanced document, including:
determining, based on the interactive element, that an updated enhanced document is available, wherein the updated enhanced document includes an update to the section of information;
retrieving the updated enhanced document; and
displaying the updated enhanced document;
providing the enhanced document to the reviewer as a stand-alone document;
detecting a reviewer interaction with the interactive element based on receiving an indication of selection, by the reviewer, of the interactive element embedded within the enhanced document comprising the exported file;
in response to receiving the indication of the selection, by the reviewer, of the interactive element embedded within the enhanced document, executing, by a document-interaction platform, logic associated with the interactive element to facilitate communication between the reviewer and the user;
generating a user notification based on the reviewer interaction with the interactive element; and
sending, via a user dashboard, the user notification to the user.