IP Library Granted Patent US 10,599,761
Granted Patent B2
US 10,599,761 · App. 15/698,263 · Granted Mar 24, 2020

Digitally converting physical document forms to electronic surveys

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Quick Facts
Patent No.
US 10,599,761
App. No.
15/698,263
Granted
Mar 24, 2020
Kind
B2
Abstract

Embodiments of the present disclosure relate to digitally converting physical form documents to electronic surveys. For example, a survey system receives an image capture of a physical form document and analyzes the image capture to identify fields including questions within the physical form document. The survey system creates an electronic survey corresponding to the physical form document based on the contents of the fields (e.g., text, objects). Specifically, the survey system generates electronic survey questions for the fields based on the contents of the fields. After generating electronic survey questions for the fields in the image capture, the survey system provides the electronic survey for display to a respondent. Additionally, the survey system can complete an electronic version (e.g., an image) of the form document including the responses.

Claims (81)

1. A method, comprising:

receiving an image capture of a physical form document;

analyzing, by at least one processor, the image capture using image processing to identify a field comprising a question within the physical form document;

creating an electronic survey corresponding to the physical form document within an electronic survey system;

generating, by the at least one processor and based on contents of the field, an electronic survey question for the electronic survey corresponding to the physical form document;

adding the electronic survey question to the electronic survey within the electronic survey system; and

administering the electronic survey by providing, to a client device, the electronic survey question for presentation to a user and prompting the user to provide a response to the electronic survey question.

2. The method as recited in claim 1 , wherein analyzing the image capture to identify the field comprises identifying a prompt portion and one or more answer portions associated with the prompt portion within the field.

3. The method as recited in claim 1 , wherein analyzing the image capture to identify the field comprises:

determining a location of the field within the image capture; and

determining an answer location and answer dimensions for an answer portion of the field.

4. The method as recited in claim 1 , wherein:

analyzing the image capture to identify the field comprises determining that an additional field within the physical form document comprises instructions corresponding to the field; and

generating the electronic survey question comprises mapping the instructions from the additional field to the electronic survey question.

5. The method as recited in claim 1 , further comprising:

training, using a database of available question types, a machine-learning model to map identified fields in physical form documents to question types; and

wherein generating the electronic survey question comprises generating, using the machine-learning model, the electronic survey question from the available question types based on the contents of the field.

6. The method as recited in claim 1 , wherein analyzing the image capture to identify the field further comprises:

identifying a plurality of fields within the physical form document, the plurality of fields including the field; and

determining a display order of electronic survey questions for the electronic survey based on contents of the plurality of fields and relative positions of the plurality of fields within the physical form document.

7. The method as recited in claim 1 , wherein generating the electronic survey question comprises:

assigning a question identifier to the electronic survey question; and

mapping the question identifier to the field within the image capture.

8. The method as recited in claim 7 , wherein generating the electronic survey question further comprises:

assigning an answer identifier to an answer associated with the electronic survey question; and

mapping the answer identifier for the answer to a coordinate location corresponding to an answer portion of the answer within the image capture.

9. The method as recited in claim 8 , further comprising:

receiving, from the client device, response information for the answer of the electronic survey question;

identifying, using the mapping between the answer identifier mapped to the coordinate location, the coordinate location corresponding to answer portion of the answer within the image capture;

inserting the response information into the image capture of the physical form document at the coordinate location corresponding to the answer portion; and

providing, to the client device, the image capture with the inserted response information.

10. The method as recited in claim 1 , further comprising:

identifying a plurality of possible question types based on the contents of the field;

providing, for the field, a request for user verification of a question type from the plurality of possible question types;

receiving user verification of the question type for the field; and

generating the electronic survey question based on the received user verification of the question type.

11. The method as recited in claim 1 , further comprising:

receiving a second image capture of a completed physical form document;

analyzing the second image capture using image processing to determine that the completed physical form document includes a field comprising the question;

analyzing the field of the completed physical form document to identify a completed answer portion comprising a response; and

mapping the response from the completed answer portion to the question to store as response data for the question with responses to the electronic survey question in the electronic survey.

12. A method, comprising:

analyzing, by at least one processor, an image capture of a physical form document to identify a field comprising a question within the physical form document;

creating, by the at least one processor, an electronic survey corresponding to the physical form document within an electronic survey system;

determining, by the at least one processor using image processing, contents of the field;

determining, by the at least one processor, a question type of the field by comparing the contents of the field to a database of available question types;

generating, by the at least one processor and based on contents of the field, an electronic survey question comprising the question type and contents from the field

adding the electronic survey question to the electronic survey within the electronic survey system; and

administering the electronic survey by providing, for display within a graphical user interface of a client device, the electronic survey question for presentation to a user and prompting the user to provide a response to the electronic survey question.

13. The method as recited in claim 12 , wherein determining contents of the field comprises determining that the field comprises the question using optical character recognition and natural language processing.

14. The method as recited in claim 12 , wherein determining the question type of the field comprises:

analyzing the contents of the field to determine a number of answers and a type of answers associated with a prompt within the field; and

selecting the question type from the database of available question types based on the number of answers and the type of answers associated with the prompt within the field.

15. The method as recited in claim 12 , wherein generating the electronic survey question comprises:

assigning a question identifier to the electronic survey question;

assigning an answer identifier to an answer associated with the electronic survey question; and

mapping the question identifier and the answer identifier to the field within the image capture.

16. The method as recited in claim 15 , further comprising:

receiving, from the client device, a response for the answer associated with the electronic survey question;

determining a location of the answer within the image capture based on the answer identifier being mapped to the field; and

inserting the received response at the location of the answer within the image capture.

17. The method as recited in claim 12 , wherein determining the question type of the field comprises:

determining a plurality of possible question types for the field based on the contents of the field;

providing the plurality of possible questions types for the field to a user for user verification; and

selecting the question type based on user verification of the question type.

18. The method as recited in claim 12 , further comprising:

identifying a plurality of fields within the image capture, the plurality of fields comprising a plurality of question fields, one or more instruction fields, and one or more title fields; and

creating, for the electronic survey, an electronic survey question for each field from the plurality of fields.

19. A system, comprising:

at least one processor; and

a non-transitory computer readable storage medium comprising instructions that, when executed by the at least one processor, cause the system to:

receive an image capture of a physical form document;

analyze the image capture using image processing to identify a field comprising a question within the physical form document;

create an electronic survey corresponding to the physical form document within an electronic survey system;

generate an electronic survey question based on contents of the field for the electronic survey corresponding to the physical form document;

add the electronic survey question to the electronic survey within the electronic survey; and

administer the electronic survey by providing, to a client device, the electronic survey question for presentation to a user and prompting the user to provide a response to the electronic survey question.

20. The system as recited in claim 19 , further comprising instructions that, when executed by the at least one processor, cause the system to generate the electronic survey by:

processing the image capture using image processing to determine the contents of the field, the contents comprising a prompt and one or more answers;

determining, based on the prompt and the one or more answers, a question type for the electronic survey question; and

generating, using the determined question type, the electronic survey question to include the prompt and one or more answers.

Assignments (3)
SECURITY INTEREST Recorded May 18, 2026
From: QUALTRICS, LLC; PRESS GANEY ASSOCIATES LLC; CLARABRIDGE, INC.; DELIGHTED, LLC; RIOSOFT HOLDINGS, INC.; INMOMENT, INC.; LEXALYTICS, INC.; INMOMENT RESEARCH, LLC; ALLEGIANCE SOFTWARE, INC.
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 075583/0001 →
SECURITY INTEREST Recorded Jun 29, 2023
From: QUALTRICS, LLC; CLARABRIDGE, INC.; NEW DEBDEN MERGER SUB II LLC
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 064162/0976 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 7, 2017
From: CHEESMAN, LARRY DEAN
To: QUALTRICS, LLC
Reel/Frame 043526/0035 →