IP Library Patent Application 15390068
Patent Application
App. No. 15/390,068

SYSTEM AND METHOD FOR AUTOMATICALLY TAGGING ELECTRONIC DOCUMENTS

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Quick Facts
Patent No.
US None
App. No.
15/390,068
Abstract

A system and method for automatically tagging an electronic document. The method includes analyzing the electronic document to determine at least one transaction parameter; creating a template for the transaction, wherein the template is a structured dataset including the determined at least one transaction parameter; generating, based on the created template, at least one signature; and determining, based on the generated at least one signature, at least one tag for the electronic document.

Claims (53)

1 . A method for automatically tagging an electronic document, comprising:

analyzing the electronic document to determine at least one transaction parameter, wherein the electronic document is at least partially unstructured;

creating a template for the electronic document, wherein the template is a structured dataset including the determined at least one transaction parameter;

generating, based on the created template, a signature, wherein the signature represents the at least one transaction parameter; and

determining, based on the generated signature, at least one tag for the electronic document.

2 . The method of claim 1 , wherein determining the at least one transaction parameter further comprises:

identifying, in the electronic document, at least one key field and at least one value;

creating, based on the electronic document, a dataset, wherein the created dataset includes the at least one key field and the at least one value; and

analyzing the created dataset, wherein the at least one transaction parameter is determined based on the analysis.

3 . The method of claim 2 , wherein identifying the at least one key field and the at least one value further comprises:

analyzing the electronic document to determine data in the 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 electronic document further comprises:

performing optical character recognition on the electronic document.

5 . The method of claim 1 , wherein determining the at least one tag further comprises:

comparing the generated signature to a plurality of tag indices associated with predetermined tags, wherein the at least one tag is determined based on the comparison.

6 . The method of claim 1 , wherein generating the signature further comprises:

determining, based on the created template, at least one parameter identifier, each parameter identifier representing a parameter value, wherein the generated signature includes the determined at least one parameter identifier.

7 . The method of claim 6 , wherein determining the at least one parameter identifier further comprises:

matching the at least one transaction parameter to a plurality of predetermined parameters, each predetermined parameter corresponding to a predetermined parameter identifier.

8 . The method of claim 7 , wherein the matching is based on a structure of the template.

9 . The method of claim 1 , further comprising:

storing the electronic document and the determined at least one tag in a database, wherein each tag is a searchable textual index term.

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

analyzing an electronic document to determine at least one transaction parameter, wherein the electronic document is at least partially unstructured;

creating a template for the electronic document, wherein the template is a structured dataset including the determined at least one transaction parameter;

generating, based on the created template, at least one signature; and

determining, based on the generated signature, at least one tag for the electronic document.

11 . A system for automatically tagging an electronic document, comprising:

a processing circuitry; and

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

analyze the electronic document to determine at least one transaction parameter, wherein the electronic document is at least partially unstructured;

create a template for the electronic document, wherein the template is a structured dataset including the determined at least one transaction parameter;

generate, based on the created template, at least one signature; and

determine, based on the generated signature, at least one tag for the electronic document.

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

identify, in the electronic document, at least one key field and at least one value;

create, based on the electronic document, a dataset, wherein the created dataset includes the at least one key field and the at least one value; and

analyze the created dataset, wherein the at least one transaction parameter is determined based on the analysis.

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

analyze the electronic document to determine data in the 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 11 , wherein the system is further configured to:

compare the generated signature to a plurality of tag indices associated with predetermined tags, wherein the at least one tag is determined based on the comparison.

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

determine, based on the created template, at least one parameter identifier, each parameter identifier representing a parameter value, wherein the generated signature includes the determined at least one parameter identifier.

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

match the at least one transaction parameter to a plurality of predetermined parameters, each predetermined parameter corresponding to a predetermined parameter identifier.

18 . The system of claim 17 , wherein the matching is based on a structure of the template.

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

store the electronic document and the determined at least one tag in a database, wherein each tag is a searchable textual index term.

Assignments (2)
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 Jun 7, 2018
From: GUZMAN, NOAM; SAFT, ISAAC
To: VATBOX, LTD.
Reel/Frame 046327/0127 →