Automated field placement for uploaded documents
Users of a database management engine may generate fillable digital documents by mapping interface elements onto form documents. When a user maps interface elements onto a form document, the user may accidentally overlap two or more interface elements. To rectify this, the database management engine may modify the position of one of interface elements based on a set of positioning rules. In addition, the database management engine may identify and suggest mappings to users based on similar documents that have been previously mapped. The database management engine identifies similar documents using information about the document, the user, and the mapping itself. The mapping associated with the most similar document may be provided to the user as a suggested mapping. The database management engine converts the form document and finalized mapping into a fillable digital document. The fillable digital document is sent to recipients, who complete the fillable digital document.
1. A method comprising:
receiving a form document including a first set of fields, each field of the first set of fields associated with a field type and field position within the form document;
identifying a set of candidate documents, each candidate document associated with a second set of fields and a set of interface elements, each field of the second set of fields associated with a field type and field position within the candidate document, each interface element of the set of interface elements associated with a field of the second set of fields;
selecting a candidate document and a second candidate document from the set of candidate documents based on a similarity between the candidate document and the form document; and
providing for display, on a user interface of a user device, the form document and the set of interface elements associated with the selected candidate document as an overlay on the form document such that when an overlaid interface element is selected by a user, the selected interface element is mapped to a corresponding field of the first set of fields within the form document, wherein the set of interface elements includes a subset of interface elements identified based on a comparison of interface elements associated with the selected candidate document and the identified second candidate document.
2. The method of claim 1 , wherein selecting the candidate document comprises:
comparing the field type of each field in the first set of fields to the field type of each field in the second set of fields associated with each candidate document; and
selecting the candidate document associated with a greatest number of fields in common with the form document.
3. The method of claim 2 , wherein comparing comprises:
performing a semantic analysis on the field type of each field in the first set of fields and the field type of each field in the second set of fields associated with each candidate document, and
comparing the field position of each field in the first set of fields and the field position of each field in the second set of fields associated with each candidate document; and
wherein selecting comprises selecting the candidate document with the greatest number of fields in common and in a common position with the form document.
4. The method of claim 1 , wherein providing the form document and the set of interface elements associated with the selected candidate document for display comprises:
for each interface element of the set of interface elements associated with the candidate document:
prompting the user to explicitly confirm a mapping between the interface element and the form document; and
in response to receiving an explicit confirmation from the user, providing the interface element as an overlay on the displayed form document.
5. The method of claim 1 , further comprising:
performing a semantic analysis on the field types of each field in the first set of fields and a category of each interface element in the set of interface elements associated with the selected candidate document;
modifying the overlay of the form document based on a result of the semantic analysis.
6. The method of claim 1 , wherein the form document is associated with a first entity, wherein each candidate document in the set of candidate documents is associated with a third-party entity, and wherein selecting the candidate document further comprises:
accessing data associated with the first entity and data associated with each of the third-party entities;
performing a similarity analysis on the data associated with the first entity and the data associated with each of the third-party entities; and
selecting the candidate document based on a result of the similarity analysis on the data associated with the first entity and the data associated with each of the third-party entities.
7. A non-transitory computer-readable storage medium containing computer program code that, when executed by a processor, causes the processor to perform steps comprising:
receiving a form document including a first set of fields, each field of the first set of fields associated with a field type and field position within the form document;
identifying a set of candidate documents, each candidate document associated with a second set of fields and a set of interface elements, each field of the second set of fields associated with a field type and field position within the candidate document, each interface element of the set of interface elements associated with a field of the second set of fields;
selecting a candidate document and a second candidate document from the set of candidate documents based on a similarity between the candidate document and the form document; and
providing for display, on a user interface of a user device, the form document and the set of interface elements associated with the selected candidate document as an overlay on the form document such that when an overlaid interface element is selected by a user, the selected interface element is mapped to a corresponding field of the first set of fields within the form document, wherein the set of interface elements includes a subset of interface elements identified based on a comparison of interface elements associated with the selected candidate document and the identified second candidate document.
8. The non-transitory computer-readable storage medium of claim 7 , wherein selecting the candidate document comprises:
comparing the field type of each field in the first set of fields to the field type of each field in the second set of fields associated with each candidate document; and
selecting the candidate document associated with a greatest number of fields in common with the form document.
9. The non-transitory computer-readable storage medium of claim 8 , wherein comparing comprises:
performing a semantic analysis on the field type of each field in the first set of fields and the field type of each field in the second set of fields associated with each candidate document, and
comparing the field position of each field in the first set of fields and the field position of each field in the second set of fields associated with each candidate document; and
wherein selecting comprises selecting the candidate document with the greatest number of fields in common and in a common position with the form document.
10. The non-transitory computer-readable storage medium of claim 7 , wherein providing the form document and the set of interface elements associated with the selected candidate document for display comprises:
for each interface element of the set of interface elements associated with the candidate document:
prompting the user to explicitly confirm a mapping between the interface element and the form document; and
in response to receiving an explicit confirmation from the user, providing the interface element as an overlay on the displayed form document.
11. The non-transitory computer-readable storage medium of claim 7 , wherein the program code, when executed by the processor, causes the processor to perform further steps comprising:
performing a semantic analysis on the field types of each field in the first set of fields and a category of each interface element in the set of interface elements associated with the selected candidate document;
modifying the overlay of the form document based on a result of the semantic analysis.
12. The non-transitory computer-readable storage medium of claim 7 , wherein the form document is associated with a first entity, wherein each candidate document in the set of candidate documents is associated with a third-party entity, and wherein selecting the candidate document further comprises:
accessing data associated with the first entity and data associated with each of the third-party entities;
performing a similarity analysis on the data associated with the first entity and the data associated with each of the third-party entities; and
selecting the candidate document based on a result of the similarity analysis on the data associated with the first entity and the data associated with each of the third-party entities.
13. A system comprising:
a hardware processor; and
a non-transitory computer-readable medium containing instructions that, when executed by the hardware processor, cause the hardware processor to:
receive a form document including a first set of fields, each field of the first set of fields associated with a field type and field position within the form document;
identify a set of candidate documents, each candidate document associated with a second set of fields and a set of interface elements, each field of the second set of fields associated with a field type and field position within the candidate document, each interface element of the set of interface elements associated with a field of the second set of fields;
select a candidate document and a second candidate document from the set of candidate documents based on a similarity between the candidate document and the form document; and
provide for display, on a user interface of a user device, the form document and the set of interface elements associated with the selected candidate document as an overlay on the form document such that when an overlaid interface element is selected by a user, the selected interface element is mapped to a corresponding field of the first set of fields within the form document, wherein the set of interface elements includes a subset of interface elements identified based on a comparison of interface elements associated with the selected candidate document and the identified second candidate document.
14. The system of claim 13 , wherein selecting the candidate document comprises:
comparing the field type of each field in the first set of fields to the field type of each field in the second set of fields associated with each candidate document; and
selecting the candidate document associated with a greatest number of fields in common with the form document.
15. The system of claim 14 , wherein comparing comprises:
performing a semantic analysis on the field type of each field in the first set of fields and the field type of each field in the second set of fields associated with each candidate document, and
comparing the field position of each field in the first set of fields and the field position of each field in the second set of fields associated with each candidate document; and
wherein selecting comprises selecting the candidate document with the greatest number of fields in common and in a common position with the form document.
16. The system of claim 13 , further containing instructions that cause the hardware processor to:
perform a semantic analysis on the field types of each field in the first set of fields and a category of each interface element in the set of interface elements associated with the selected candidate document;
modify the overlay of the form document based on a result of the semantic analysis.
17. The system of claim 13 , wherein the form document is associated with a first entity, wherein each candidate document in the set of candidate documents is associated with a third-party entity, and wherein selecting the candidate document further comprises:
accessing data associated with the first entity and data associated with each of the third-party entities;
performing a similarity analysis on the data associated with the first entity and the data associated with each of the third-party entities; and
selecting the candidate document based on a result of the similarity analysis on the data associated with the first entity and the data associated with each of the third-party entities.
18. The system of claim 13 , wherein providing the form document and the set of interface elements associated with the selected candidate document for display comprises:
for each interface element of the set of interface elements associated with the candidate document:
prompting the user to explicitly confirm a mapping between the interface element and the form document; and
in response to receiving an explicit confirmation from the user, providing the interface element as an overlay on the displayed form document.