IP Library Granted Patent US 10,217,158
Granted Patent B2
US 10,217,158 · App. 15/377,827 · Granted Feb 26, 2019

Multi-factor routing system for exchanging business transactions

Inventors: Steve Cochran (Niwot, CO); Hatem El-Sebaaly (Houston, TX); Martin Braure De Calignon (Erie, CO); Dave Schanker (Thornton, CO); Hesheng Li (Superior, CO)
Assignee: GLOBAL HEALTHCARE EXCHANGE, LLC
G06Q30/0633G06Q30/0623
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 10,217,158
App. No.
15/377,827
Granted
Feb 26, 2019
Kind
B2
Abstract

A system of routing a purchase order may include a purchase order identification unit configured to identifying a purchase order format associated with a client. The system may also include a routing control unit. The routing control unit may be configured to determine purchase order data based on the purchase order and the purchase order format. The routing control unit may be configured to generate a processed purchase order based on the purchase order data. The routing control unit may be configured to supplement the processed purchase order with additional purchase order data associated with the client. The routing control unit may be configured to apply purchase order security. The routing control unit may be configured to communicate, to a vendor, the processed purchase order.

Claims (48)

1. A method of routing a business document, the method comprising:

identifying, by a computer-based system, a business document format associated with a client,

wherein the business document format indicates a location in two dimensional space where document data is located on the business document,

wherein the business document format indicates a word to be search for, wherein the word is associated with at least a portion of the document data, and

wherein the document data includes a document type, a document subtype, a sender, a receiver, tracking information, and an item identifier associated with an item being ordered;

conducting, by the computer-based system, a document extraction to store all the document data from the business document in a common model that pertains to a business concept to allow the business document to be accessed by multiple applications;

determining, by the computer-based system, the document data from the sender and the receiver of the business document and the business document format;

generating, by the computer-base system, a processed business document based on the document data;

supplementing, by the computer-based system and using business rules, the processed business document with additional document data associated with the client, wherein the additional document data includes at least one of billing data, shipping data, pricing data, routing data, communications channel data, and filename data;

applying, by the computer-based system, business document security to the processed business document; and

communicating, by the computer-based system and to a vendor, the processed business document.

2. The method of claim 1 , further comprising overriding, by the computer-based system, a standard business document and using a non-standard form, in response to receiving the non-standard form.

3. The method of claim 1 , further comprising modifying, by the computer-based system and using heuristic rules, sender data and receiver data, in response to the sender data and the receiver data being misplaced on the business document.

4. The method of claim 1 , further comprising determining, by the computer-based system, the sender of the business document by tracing a connection by which the business document was communicated, in response to a lack of identification of the sender.

5. The method of claim 4 , wherein the tracing of the connection includes determining that, in response to the business document being encrypted and signed, whoever signed the business document is the sender of the business document.

6. The method of claim 1 , wherein the additional document data comprises data not included in the document data, including at least one of the sender, the receiver, a sender address, or a receiver address.

7. The method of claim 1 , wherein the additional document data includes at least one of a communication channel associated with the vendor or a filename format associated with the vendor.

8. The method of claim 7 , wherein the communication channel associated with the vendor and the filename format associated with the vendor are provided by the vendor.

9. A system comprising:

a processor; and

a tangible, non-transitory memory configured to communicate with the processor,

the tangible, non-transitory memory having instructions stored thereon that, in response to execution by the processor, cause the processor to perform operations comprising:

identifying, by the processor, a business document format associated with a client,

wherein the business document format indicates a location in two dimensional space where document data is located on a business document,

wherein the business document format indicates a word to be search for, wherein the word is associated with at least a portion of the document data, and

wherein the document data includes a document type, a document subtype, a sender, a receiver, tracking information, and an item identifier associated with an item being ordered;

conducting, by the processor, a document extraction to store all the document data from the business document in a common model that pertains to a business concept to allow the business document to be accessed by multiple applications;

determining, by the processor, document data from the sender and the receiver of the business document and the business document format;

generating, by the processor, a processed business document based on the document data;

supplementing, by the processor and using business rules, the processed business document with additional document data associated with the client, wherein the additional document data includes at least one of billing data, shipping data, pricing data, routing data, communications channel data, and filename data;

applying, by the processor, business document security to the processed business document; and

communicating, by the processor and to a vendor, the processed business document.

10. The system of claim 9 , further comprising overriding, by the processor, a standard business document and using a non-standard form, in response to receiving the non-standard form.

11. The system of claim 9 , further comprising modifying, by the processor and using heuristic rules, sender data and receiver data, in response to the sender data and the receiver data being misplaced on the business document.

12. The system of claim 9 , further comprising determining, by the processor, the sender of the business document by tracing a connection by which the business document was communicated, in response to a lack of identification of the sender.

13. The system of claim 12 , wherein the tracing of the connection includes determining that, in response to the business document being encrypted and signed, whoever signed the business document is the sender of the business document.

14. The system of claim 9 , wherein the additional document data comprises data not included in the document data, including at least one of the sender, the receiver, a sender address, or a receiver address.

15. An article of manufacture including a non-transitory, tangible computer readable storage medium having instructions stored thereon that, in response to execution by a computer-based system, cause the computer-based system to perform operations comprising:

identifying, by the computer-based system, a business document format associated with a client,

wherein the business document format indicates a location in two dimensional space where document data is located on a business document,

wherein the business document format indicates a word to be search for, wherein the word is associated with at least a portion of the document data, and

wherein the document data includes a document type, a document subtype, a sender, a receiver, tracking information, and an item identifier associated with an item being ordered;

conducting, by the computer-based system, a document extraction to store all the document data from the business document in a common model that pertains to a business concept to allow the business document to be accessed by multiple applications;

determining, by the computer-based system, document data from the sender and the receiver of the business document and the business document format;

generating, by the computer-based system, a processed business document based on the document data;

supplementing, by the computer-based system and using business rules, the processed business document with additional document data associated with the client, wherein the additional document data includes at least one of billing data, shipping data, pricing data, routing data, communications channel data, and filename data;

applying, by the computer-based system, business document security to the processed business document; and

communicating, by the computer-based system and to a vendor, the processed business document.

Assignments (6)
RELEASE OF SECURITY INTEREST IN PATENT RIGHTS AT RF 042881/0545 Recorded Dec 30, 2024
From: ARES CAPITAL CORPORATION, AS AGENT
To: GLOBAL HEALTHCARE EXCHANGE, LLC
Reel/Frame 069799/0405 →
RELEASE OF SECURITY INTEREST REEL/FRAME (042881/0536) Recorded Dec 30, 2024
From: JPMORGAN CHASE BANK, N.A.
To: GLOBAL HEALTHCARE EXCHANGE, LLC
Reel/Frame 069810/0543 →
SECURITY INTEREST Recorded Dec 27, 2024
From: GLOBAL HEALTHCARE EXCHANGE, LLC, AS GRANTOR
To: ARES CAPITAL CORPORATION, AS AGENT
Reel/Frame 069690/0297 →
SECURITY INTEREST Recorded Jul 3, 2017
From: GLOBAL HEALTHCARE EXCHANGE, LLC
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 042881/0536 →
SECURITY INTEREST Recorded Jul 3, 2017
From: GLOBAL HEALTHCARE EXCHANGE, LLC
To: ARES CAPITAL CORPORATION, AS COLLATERAL AGENT
Reel/Frame 042881/0545 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 13, 2016
From: COCHRAN, STEVE; EL-SEBAALY, HATEM; DE CALIGNON, MARTIN BRAURE; SCHANKER, DAVE; LI, HESHENG
To: GLOBAL HEALTHCARE EXCHANGE, LLC
Reel/Frame 040727/0685 →
Continuity (1)
Related Publication 20180165749A1 · Jun 14, 2018