IP Library Granted Patent US 12,056,331
Granted Patent B1
US 12,056,331 · App. 16/678,321 · Granted Aug 6, 2024

Systems and methods for providing a user interface that facilitates provenance tracking for information extracted from electronic source documents

Inventors: Edward Oscar Benson (San Francisco, CA); Aaron Richard Vontell (Boston, MA); David Edgar Lluncor (San Francisco, CA); Anant Bhardwaj (San Francisco, CA)
Assignee: Instabase, Inc.
G06F3/0482G06F3/0484G06F40/106G06F40/109G06V30/18G06Q10/10
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Quick Facts
Patent No.
US 12,056,331
App. No.
16/678,321
Granted
Aug 6, 2024
Kind
B1
Abstract

Systems and methods for providing a user interface that facilitates provenance tracking for information extracted from electronic source documents are disclosed. Exemplary implementations may: obtain an electronic source document in electronic format; obtain extracted information that has been extracted from the electronic source document; present the user interface on the client computing platform to the user; receive user input from the user through the user interface; and present one or more graphical user interface elements, responsive to the selection.

Claims (33)

1. A system configured for providing a user interface that facilitates provenance tracking for information extracted from a set of different electronic source documents, the system comprising:

one or more hardware processors configured by machine-readable instructions to:

obtain a first electronic source document in electronic format and a second electronic source document that is related to the first electronic source document, wherein the first electronic source document includes a first bank statement for a particular account holder, wherein the second electronic source document includes a second bank statement for the same particular account holder, wherein the electronic format is such that, upon presentation of the first and second electronic source documents through a client computing platform to a user, the first electronic source document and the second electronic source document as presented include human-readable information, and wherein the first electronic source document is different from the second electronic source document;

obtain extracted information that has been extracted from the first electronic source document and the second electronic source document, wherein the extracted information includes a set of character sequences and meta-information for the set of character sequences, wherein the set of character sequences includes a first character sequence extracted from the first electronic source document and a second character sequence extracted from the second electronic source document, wherein the meta-information includes information regarding individual character sequences in the set of character sequences, wherein the meta-information regarding the individual character sequences includes one or more of font type, font size, font weight, font color, typographical emphasis, letter case, capitalization, margins, alignment, and/or spacing, wherein the meta-information includes first meta-information regarding the first character sequence and second meta-information regarding the second character sequence;

analyze the extracted information from the first electronic source document and the second electronic source document to detect any inconsistency between the first character sequence and the second character sequence, wherein the inconsistency is detected based on a comparison of the first meta-information of the first character sequence and the second meta-information of the second character sequence;

present the user interface on the client computing platform to the user, wherein the user interface includes a first portion, wherein the first portion includes a visual representation that represents the first bank statement such that the visual representation includes the human-readable information, wherein the user interface includes a second portion, wherein the second portion presents a set of fields, wherein individual fields include individual character sequences from the extracted information, wherein the individual fields include a first field that includes a combination of the first character sequence and a first label that corresponds to the first character sequence, wherein the individual fields include a second field that includes a combination of the second character sequence and a second label that corresponds to the second character sequence, wherein the first label and the second label are the same, wherein the set of fields includes at least the second field such that the presentation of the set of fields includes presentation of the second character sequence and the second label;

receive user input from the user through the user interface, wherein the user input represents a selection by the user of the second field from the presented set of fields; and

present a particular indicator, an information element, and one or more graphical user interface elements in the user interface responsive to the selection,

(i) wherein the particular indicator is presented near the second field in the second portion, wherein the particular indicator indicates detection of the inconsistency between the first meta-information of the first character sequence and the second meta-information of the second character sequence,

(ii) wherein the one or more graphical user interface elements are superimposed on the visual representation in the first portion of the user interface such that the one or more graphical user interface elements are superimposed on a particular section of the first bank statement from which the first character sequence has been extracted, wherein the first character sequence and the second character sequence are related by virtue of the first label and the second label being the same, wherein the graphical user interface element is superimposed on the particular section based on the first character sequence and the second character sequence being related, and

(iii) wherein the informational element is presented in the second portion, and wherein the informational element includes information regarding particular meta-information that is pertinent to the selection.

2. The system of claim 1 , wherein the extracted information has been extracted by a document analysis process that includes optical character recognition.

3. The system of claim 2 , wherein the meta-information further includes indications of levels of confidence in reliability of the document analysis process used to extract the extracted information, and wherein the second portion of the user interface includes indicators that correspond to the indications.

4. The system of claim 1 , wherein the extracted information further includes a set of positional coordinates that specify positions within the first electronic source document and the second electronic source document, wherein individual positional coordinates are related to the individual character sequences, wherein presentation of the particular section to which the one or more graphical user interface elements correspond is based on one or more of the individual positional coordinates.

5. The system of claim 1 , wherein the first label is related to an account number.

6. The system of claim 1 , wherein the first electronic source document represents a financial record, and wherein the first label is related to an amount.

7. The system of claim 1 , wherein the first electronic source document includes a photocopy of a physical document from a government agency.

8. A method for providing a user interface that facilitates provenance tracking for information extracted from a set of different electronic source documents, the method comprising:

obtaining a first electronic source document in electronic format and a second electronic source document that is related to the first electronic source document, wherein the first electronic source document includes a first bank statement for a particular account holder, wherein the second electronic source document includes a second bank statement for the same particular account holder, wherein the electronic format is such that, upon presentation of the first and second electronic source documents through a client computing platform to a user, the first electronic source document and the second electronic source document as presented include human-readable information, and wherein the first electronic source document is different from the second electronic source document;

obtaining extracted information that has been extracted from the first electronic source document and the second electronic source document, wherein the extracted information includes a set of character sequences and meta-information for the set of character sequences, wherein the set of character sequences includes a first character sequence extracted from the first electronic source document and a second character sequence extracted from the second electronic source document, wherein the meta-information includes information regarding individual character sequences in the set of character sequences, wherein the meta-information regarding the individual character sequences includes one or more of font type, font size, font weight, font color, typographical emphasis, letter case, capitalization, margins, alignment, and/or spacing, wherein the meta-information includes first meta-information regarding the first character sequence and second meta-information regarding the second character sequence;

analyzing the extracted information from the first electronic source document and the second electronic source document to detect an inconsistency between the first character sequence and the second character sequence, wherein the inconsistency is detected based on a comparison of the first meta-information of the first character sequence and the second meta-information of the second character sequence;

presenting the user interface on the client computing platform to the user, wherein the user interface includes a first portion, wherein the first portion includes a visual representation that represents the first bank statement such that the visual representation includes the human-readable information, wherein the user interface includes a second portion, wherein the second portion presents a set of fields, wherein individual fields include individual character sequences from the extracted information, wherein the individual fields include a first field that includes a combination of the first character sequence and a first label that corresponds to the first character sequence, wherein the individual fields include a second field that includes a combination of the second character sequence and a second label that corresponds to the second character sequence, wherein the first label and the second label are the same, wherein the set of fields includes at least the second field such that the presentation of the set of fields includes presentation of the second character sequence and the second label;

receiving user input from the user through the user interface, wherein the user input represents a selection by the user of the second field from the presented set of fields; and

presenting a particular indicator, an informational element, and one or more graphical user interface elements in the user interface responsive to the selection,

(i) wherein the particular indicator is presented near the second field in the second portion, wherein the particular indicator indicates detection of the inconsistency between the first meta-information of the first character sequence and the second meta-information of the second character sequence,

(ii) wherein the one or more graphical user interface elements are superimposed on the visual representation in the first portion of the user interface such that the one or more graphical user interface elements are superimposed on a particular section of the first bank statement from which the first character sequence has been extracted, wherein the first character sequence and the second character sequence are related by virtue of the first label and the second label being the same, wherein the graphical user interface element is superimposed on the particular section based on the first character sequence and the second character sequence being related, and

(iii) wherein the informational element is presented in the second portion, and wherein the informational element includes information regarding particular meta-information that is pertinent to the selection.

9. The method of claim 8 , wherein the extracted information has been extracted by a document analysis process that includes optical character recognition.

10. The method of claim 9 , wherein the meta-information further includes indications of levels of confidence in reliability of the document analysis process used to extract the extracted information, and wherein the second portion of the user interface includes indicators that correspond to the indications.

11. The method of claim 8 , wherein the extracted information further includes a set of positional coordinates that specify positions within the first electronic source document and the second electronic source document, wherein individual positional coordinates are related to the individual character sequences, wherein presentation of the particular section to which the one or more graphical user interface elements correspond is based on one or more of the individual positional coordinates.

12. The method of claim 8 , wherein the first label is related to an account number.

13. The method of claim 8 , wherein the first electronic source document represents a financial record, and wherein the first label is related to an amount.

14. The method of claim 8 , wherein the first electronic source document includes a photocopy of a physical document from a government agency.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 8, 2019
From: BENSON, EDWARD OSCAR; VONTELL, AARON RICHARD; LLUNCOR, DAVID EDGAR; BHARDWAJ, ANANT
To: INSTABASE, INC.
Reel/Frame 050958/0900 →
Cited By (3)
US 12,367,695 US 12,430,106 US 12,645,993