SYSTEM AND METHOD FOR AUTOMATICALLY TAGGING ELECTRONIC DOCUMENTS
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.
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.