IP Library Granted Patent US 10,235,723
Granted Patent B2
US 10,235,723 · App. 15/363,048 · Granted Mar 19, 2019

System and method for automatic generation of reports based on electronic documents

Inventors: Noam Guzman (Ramat Hasharon, IL); Isaac Saft (Kfar Neter, IL)
Assignee: Vatbox, Ltd.
G06Q40/123G06F17/243G06F17/248G06F17/30011G06F17/30253G06F17/30734G06K9/00449G06K9/00469G06K9/00483G06K9/18G06Q10/10
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Quick Facts
Patent No.
US 10,235,723
App. No.
15/363,048
Granted
Mar 19, 2019
Kind
B2
Abstract

A system and method for automatically generating reports. The method includes: retrieving reporting requirements for an enterprise; obtaining, based on the retrieved reporting requirements, at least partially unstructured data; creating, based on the obtained at least partially unstructured data, at least one template, wherein each template is a structured dataset; and generating, based on the created at least one template and the retrieved reporting requirements, at least one report.

Claims (60)

1. A method for automatically generating reports, comprising:

retrieving reporting requirements for an enterprise;

obtaining, based on the retrieved reporting requirements, at least partially unstructured data;

creating, based on the obtained at least partially unstructured data, at least one template, wherein each template is a structured dataset;

identifying, based on the at least partially unstructured data, at least one key field and at least one value;

creating, based on the at least partially unstructured data, a dataset including the at least one key field and the at least one value;

analyzing the created dataset to determine at least one reporting parameter, wherein the at least one template is created based on the determined at least one reporting parameter; and

generating, based on the created at least one template and the retrieved reporting requirements, at least one report.

2. The method of claim 1 , further comprising:

collecting data indicating at least one enterprise characteristic of the enterprise, wherein the reporting requirements are retrieved based on the enterprise characteristic data.

3. The method of claim 1 , wherein the at least partially unstructured data includes at least one electronic document, wherein identifying the at least one key field and the at least one value further comprises:

analyzing the at least one electronic document to determine data in the at least one electronic document; and

extracting, based on a predetermined list of key fields, at least a portion of the determined data, wherein the at least a portion of the determined data matches at least one key field of the predetermined list of key fields.

4. The method of claim 3 , wherein analyzing the at least one electronic document further comprises:

performing optical character recognition on the electronic document.

5. The method of claim 4 , further comprising:

performing a cleaning process on the extracted at least a portion of the determined data.

6. The method of claim 1 , further comprising:

sending, to at least one reporting authority system, the generated at least one report.

7. The method of claim 1 , wherein generating the report further comprises:

completing at least one reporting form based on the generated template.

8. The method of claim 7 , wherein generating the report further comprises:

identifying, based on the retrieved reporting requirements, at least one potential reporting form; and

analyzing each of the at least one potential reporting form to determine whether the generated report must include the potential reporting form, wherein the completed at least one reporting form includes each potential reporting form determined to be included in the generated report.

9. The method of claim 7 , wherein the generated at least one report includes a value-added tax report, wherein the completed at least one reporting form includes a value-added tax reclaim request form.

10. A non-transitory computer readable medium having stored thereon instructions for causing a processing circuitry to perform a process, the process comprising:

retrieving reporting requirements for an enterprise;

obtaining, based on the retrieved reporting requirements, at least partially unstructured data;

creating, based on the obtained at least partially unstructured data, at least one template, wherein each template is a structured dataset;

identifying, based on the at least partially unstructured data, at least one key field and at least one value;

creating, based on the at least partially unstructured data, a dataset including the at least one key field and the at least one value;

analyzing the created dataset to determine at least one reporting parameter, wherein the at least one template is created based on the determined at least one reporting parameter; and

generating, based on the created at least one template and the retrieved reporting requirements, at least one report.

11. A system for automatically generating reports, comprising:

a processing circuitry; and

a memory, the memory containing instructions that, when executed by the processing circuitry, configure the system to:

retrieve reporting requirements for an enterprise;

obtain, based on the retrieved reporting requirements, at least partially unstructured data;

create, based on the obtained at least partially unstructured data, at least one template, wherein each template is a structured dataset;

identify, based on the at least partially unstructured data, at least one key field and at least one value;

create, based on the at least partially unstructured data, a dataset including the at least one key field and the at least one value;

analyze the created dataset to determine at least one reporting parameter, wherein the at least one template is created based on the determined at least one reporting parameter; and

generate, based on the created at least one template and the retrieved reporting requirements, at least one report.

12. The system of claim 11 , wherein the system is further configured to:

collect data indicating at least one enterprise characteristic of the enterprise, wherein the reporting requirements are retrieved based on the enterprise characteristic data.

13. The system of claim 11 , wherein the at least partially unstructured data includes at least one electronic document, wherein the system is further configured to:

analyze the at least one electronic document to determine data in the at least one electronic document; and

extract, based on a predetermined list of key fields, at least a portion of the determined data, wherein the at least a portion of the determined data matches at least one key field of the predetermined list of key fields.

14. The system of claim 13 , wherein the system is further configured to:

perform optical character recognition on the electronic document.

15. The system of claim 14 , wherein the system is further configured to:

perform a cleaning process on the extracted at least a portion of the determined data.

16. The system of claim 11 , wherein the system is further configured to:

send, to at least one reporting authority system, the generated at least one report.

17. The system of claim 11 , wherein the system is further configured to:

complete at least one reporting form based on the generated template.

18. The system of claim 17 , wherein the system is further configured to:

identify, based on the retrieved reporting requirements, at least one potential reporting form; and

analyze each of the at least one potential reporting form to determine whether the generated report must include the potential reporting form, wherein the completed at least one reporting form includes each potential reporting form determined to be included in the generated report.

19. The system of claim 17 , wherein the generated at least one report includes a value-added tax report, wherein the completed at least one reporting form includes a value-added tax reclaim request form.

Assignments (3)
SECURITY INTEREST Recorded Sep 11, 2023
From: VATBOX LTD
To: BANK HAPOALIM B.M.
Reel/Frame 064863/0721 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Dec 4, 2019
From: VATBOX LTD
To: SILICON VALLEY BANK
Reel/Frame 051187/0764 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 11, 2017
From: GUZMAN, NOAM; SAFT, ISAAC
To: VATBOX, LTD.
Reel/Frame 040947/0537 →
Continuity (3)
Provisional Application 62261355 · Dec 1, 2015
Provisional Application 62260553 · Nov 29, 2015
Related Publication 20170154027A1 · Jun 1, 2017