System and method for identification of missing data elements in electronic documents
A system and method for identifying missing required data elements in an electronic document. The method includes analyzing the electronic document to identify at least one data element; determining, based on the identified at least one data element and at least one electronic document requirement, whether there is at least one required data element missing from the electronic document; generating a query based on the identified at least one data element upon determining that there is at least one required data element missing from the electronic document; querying a database using the generated query; and modifying, based on a response to the query, the electronic document to include the at least one missing required data element.
1. A method for identifying missing required data elements in an electronic document, comprising:
analyzing the electronic document to identify at least one data element;
determining, based on the identified at least one data element and at least one electronic document requirement, at least one missing required data element for completing an eligible electronic document that is missing from the electronic document based on a structured template;
generating a query based on the identified at least one data element and the at least one missing required data element from the electronic document;
querying a database separately from where the electronic document is stored using the generated query; and
modifying, based on a response to the query, the electronic document to include the at least one missing required data element to form the eligible electronic document.
2. The method of claim 1 , wherein the at least one required data element is determined based on at least one data source containing electronic document requirements, and wherein the at least one required data element is necessary for a successful application for a tax refund.
3. The method of claim 2 , wherein the at least one data source is at least one of: a tax authority server, a reference website, a tax information database, and an accounting server.
4. The method of claim 1 , wherein the database includes at least one of: previously prepared electronic documents, vendor data, supplier data, and data related to specific types of transactions.
5. The method of claim 1 , further comprising:
creating a structured dataset based on the electronic document.
6. The method of claim 5 , wherein the at least one data element includes at least one of: structured data, semi-structured data, and unstructured data.
7. The method of claim 1 , wherein analyzing the electronic document includes using machine vision to identify the at least one data elements.
8. The method of claim 1 , wherein the analyzing includes optical character recognition (OCR) that enables identifying characters or symbols in the electronic document.
9. The method of claim 1 , wherein the query includes at least one data element as a keyword of a search query.
10. The method of claim 1 , further comprising:
uploading the modified electronic document to an external system, wherein the external system is any one of: a tax authority server and an internal enterprise database.
11. The method of claim 1 , further comprising:
tagging the modified electronic document as eligible if no required data elements are determined to be missing from the modified electronic document.
12. A non-transitory computer readable medium having stored thereon instructions for causing a processing circuitry to perform a process, the process comprising:
analyzing the electronic document to identify at least one data element;
determining, based on the identified at least one data element and at least one electronic document requirement, at least one missing required data element for completing an eligible electronic document that is missing from the electronic document;
generating a query based on the identified at least one data element and the at least one missing required data element from the electronic document;
querying a database separately from where the electronic document is stored using the generated query; and
modifying, based on a response to the query, the electronic document to include the at least one missing required data element to form the eligible electronic document.
13. A system for identifying missing required data elements in 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 identify at least one data element;
determine, based on the identified at least one data element and at least one electronic document requirement, at least one missing required data element for completing an eligible electronic document that is missing from the electronic document based on a structured template;
generate a query based on the identified at least one data element and the at least one missing required data element from the electronic document;
query a database separately from where the electronic document is stored using the generated query; and
modify, based on a response to the query, the electronic document to include the at least one missing required data element to form the eligible electronic document.
14. The system of claim 13 , wherein the at least one required data element is determined based on at least one data source containing electronic document requirements, and wherein the at least one required data element is necessary for a successful application for a tax refund.
15. The system of claim 14 , wherein the at least one data source is at least one of: a tax authority server, a reference website, a tax information database, and an accounting server.
16. The system of claim 13 , wherein the database includes at least one of: previously prepared electronic documents, vendor data, supplier data, and data related to specific types of transactions.
17. The system of claim 13 , wherein the system is further configured to:
create a structured dataset based on the electronic document.
18. The system of claim 17 , wherein the at least one data element includes at least one of: structured data, semi-structured data, and unstructured data.
19. The system of claim 13 , wherein analyzing the electronic document includes using machine vision to identify the at least one data elements.
20. The system of claim 13 , wherein the analyzing includes optical character recognition (OCR) that enables identifying characters or symbols in the electronic document.
21. The system of claim 13 , wherein the query includes at least one data element as a keyword of a search query.
22. The system of claim 13 , wherein the system is further configured to:
upload the modified electronic document to an external system, wherein the external system is any one of: a tax authority server and an internal enterprise database.
23. The system of claim 13 , wherein the system is further configured to:
tag the modified electronic document as eligible if no required data elements are determined to be missing from the modified electronic document.