IP Library Patent Application 15010508
Patent Application
App. No. 15/010,508

Mail Routing and Analytics System

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Quick Facts
Patent No.
US None
App. No.
15/010,508
Abstract

A mail capture and routing system for digitally capturing information from physical mail items, using such information for routing the captured mail to an appropriate addressee and integrating such information into existing messaging and/or document management systems. The methods include digitally scanning an image of the mail item, and reading text from the scanned image to create metadata content. A digital mail file comprising the scanned image and the metadata content is created, and the data in the metadata content is used to perform an action on the digital mail file, the action including forwarding the digital mail file via email to an addressee identified in the metadata content. The addressee can be identified by checking additional information associated with the addressee in memory of the computer system. The system and methods include machine learning algorithms so the accuracy of the addressee identification can be checked and improved over time, and can add additional layers of actions. Users can interact with the digital mail file representing the physical mail file, preferably in a unified messaging system.

Claims (42)

1 . A method of digitally capturing and processing physical mail items in a computer system, comprising the steps of:

scanning an image of the mail item;

reading text from the scanned image using optical character recognition (OCR) to create metadata content attached to the image;

creating a digital mail file comprising the scanned image and the metadata content;

comparing the metadata content with data stored in memory of the computer system to identify an addressee of the mail item; and

using the data in the metadata content to perform an action on the digital mail file, the action including at least forwarding the digital mail file via email to the identified addressee.

2 . The method according to claim 1 , wherein the step of comparing the metadata with data stored in memory of the computer file includes performing a lookup in a directory of stored users of the computer system to match a text string in the metadata with a user name to identify the addressee.

3 . The method according to claim 2 , wherein the step of comparing the metadata incorporates machine learning algorithms so that the accuracy of the addressee identification can be checked.

4 . The method according to claim 3 , wherein the machine learning algorithms include distance algorithms to produce a confidence score of the accuracy of the match between the OCR text and the identified user name.

5 . The method according to claim 3 , wherein the identified user name is compared by running an additional lookup on further text strings identified from the OCR text with additional information stored in memory, the additional information including at least one of physical location information for the user, department information for the user, project information for the user, and job context information for the user.

6 . The method according to claim 1 , wherein the step of identifying an addressee of the mail item includes the step of comparing text strings from the OCR text with context words or phrases stored in memory of the computer system, the context words or phrases including identified subject matter, sentiment, urgency, process, departmental, or project-related words or phrases that are selectable and maintainable by a user of the system, and wherein the addressee of the mail item includes a group, team, department or process associated with the context words or phrases in addition to or instead of any named addressee of the mail item.

7 . The method according to claim 1 , further including a step of classifying the mail item, wherein the classifying step includes comparing text strings from the OCR text with classifying words or phrases stored in memory of the computer system, the classifying words or phrases including identified subject matter, sentiment, urgency, process, departmental, or project-related words or phrases that are selectable and maintainable by a user of the system, and wherein a classification tag can be appended to the digital mail file for highlighting the assigned classification to a user of the system.

8 . The method according to claim 1 further including a mail activity analytics step, wherein the computer system records in memory actions taken with respect to mail items, and wherein an actions database is created such that analytics, and reporting can be carried out on the actions database.

9 . The method according to claim 8 , wherein the analytics carried out on the actions database includes at least one of business intelligence analytics and data visualization.

10 . A method of digitally capturing and processing physical mail items in a computer system, comprising the steps of:

creating metadata content relating to an item of physical mail;

creating a digital mail file comprising the metadata content, and optionally, an image file comprising a captured image of the physical mail item;

comparing the metadata with data stored in memory of the computer system to identify an addressee of the mail item; and

using the data in the metadata content to perform an action on the digital mail file, the action including at least forwarding the digital mail file via email to the identified addressee.

11 . The method according to claim 10 , the digital mail file including a pass code for retrieving the item of physical mail from a locker.

12 . A computer system for digitally capturing and processing physical mail items, comprising:

a memory that stores instructions;

a processor that executes the instructions to perform operations, the operations comprising:

reading text from a scanned image of the mail item using optical character recognition (OCR) to create metadata content attached to the image;

creating a digital mail file comprising the scanned image and the metadata content;

comparing the metadata with data stored in memory of the computer system to identify an addressee of the mail item; and

using the data in the metadata content to perform an action on the digital mail file, the action including at least forwarding the digital mail file via email to the identified addressee.

13 . The computer system according to claim 12 , further comprising a unified messaging system, the computer system incorporating the digital mail file into the unified messaging system.

14 . The computer system according to claim 12 , wherein the operations further comprise performing a lookup in a directory of stored users of the computer system to match a text string in the metadata with a user name to identify the addressee.

15 . The computer system according to claim 14 , wherein the operations further comprise incorporating machine learning algorithms so that the accuracy of the addressee identification can be checked.

16 . The computer system according to claim 15 , wherein the machine learning algorithms include distance algorithms to produce a confidence score of the accuracy of the match between the OCR text and the identified user name.

17 . The computer system according to claim 15 , wherein the operations further comprise comparing the identified user name by running an additional lookup on further text strings identified from the OCR text with additional information stored in memory, the additional information including at least one of physical location information for the user, department information for the user, project information for the user, and job context information for the user.

18 . The computer system according to claim 12 , wherein the operations further comprise comparing text strings from the OCR text with context words or phrases stored in memory of the computer system, the context words or phrases including identified subject matter, sentiment, urgency, process, departmental, or project-related words or phrases that are selectable and maintainable by a user of the system, and wherein the addressee of the mail item includes a group, team, department or process associated with the context words or phrases in addition to or instead of any named addressee of the mail item.

19 . The computer system according to claim 12 , wherein the operations further comprise classifying the mail item, wherein the classifying operation includes comparing text strings from the OCR text with classifying words or phrases stored in memory of the computer system, the classifying words or phrases including identified subject matter, sentiment, urgency, process, departmental, or project-related words or phrases that are selectable and maintainable by a user of the system, and wherein a classification tag can be appended to the digital mail file for highlighting the assigned classification to a user of the system.

20 . The computer system according to claim 12 , wherein the operations further comprise analyzing mail activity, wherein the computer system records in memory actions taken with respect to mail items, and wherein an actions database is created such that analytics, and reporting, can be carried out on the actions database.

21 . A computer system for digitally capturing and processing physical mail items, comprising:

a memory that stores instructions;

a processor that executes the instructions to perform operations, the operations comprising:

creating metadata content relating to an item of physical mail;

creating a digital mail file comprising the metadata content, and optionally, an image file comprising a captured image of the physical mail item;

comparing the metadata with data stored in memory of the computer system to identify an addressee of the mail item; and

using the data in the metadata content to perform an action on the digital mail file, the action including at least forwarding the digital mail file via email to the identified addressee.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 9, 2023
From: PRICEWATERHOUSECOOPERS LLP
To: PWC PRODUCT SALES LLC
Reel/Frame 065532/0034 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 6, 2022
From: APPLICATIONS CONSULTING TRAINING SOLUTIONS, INC.
To: PRICEWATERHOUSECOOPERS LLP
Reel/Frame 059841/0416 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 14, 2017
From: FARHAT, JAMES
To: APPLICATIONS CONSULTING TRAINING SOLUTIONS, INC.
Reel/Frame 043006/0324 →