IP Library › Granted Patent US 11,366,962
Granted Patent B2
US 11,366,962 · App. 16/990,549 · Granted Jun 21, 2022

Method and apparatus for template authoring and execution

Inventors: Laxman Sanyasi (Hilliard, OH); Mahesh Madhusudan (Dublin, OH)
Assignee: JPMORGAN CHASE BANK, N.A.
G06F40/186G06F16/137G06F21/44
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Quick Facts
Patent No.
US 11,366,962
App. No.
16/990,549
Granted
Jun 21, 2022
Kind
B2
Abstract

Various methods, apparatuses/systems, and media for real-time template authoring and execution are provided. A receiver receives a request to create a real-time document template. A processor implements a template authoring work flow process by leveraging native tools to create the real-time document template based on the received request; creates a real-time document based on the real-time document template; triggers an automatic verification process or a manual verification process in response to creating the real-time document; and validates the real-time document for execution after completing the automatic verification process or the manual verification process.

Claims (70)

1. A method for real-time template authoring and execution by utilizing one or more processors and one or more memories, the method comprising:

receiving a request to create a real-time document template;

implementing a template authoring work flow process by leveraging native tools to create the real-time document template based on the received request;

calculating a hash value of template content of the created template;

storing the hash value onto a database;

receiving a request for creating a new real-time document template;

calculating a hash value of the new real-time document template request;

comparing the hash value of the new real-time document template request with the stored hash value by accessing the database;

generating a positive validation result of validating the hash value of the new real-time document template request when it is determined that the hash value of the new real-time document template request is different from the stored hash value;

initiating a new template authoring work flow process to create the new real-time document template based on the positive validation result;

creating a real-time document based on the real-time document template;

triggering an automatic verification process in response to creating the real-time document, wherein the automatic verification process includes:

verifying content data of the created real-time document with pre-stored reference content data;

generating a confidence index value based on verifying the content data of the real-time document with pre-stored reference content data, wherein the confidence index value represents a degree of matching of the content data of the real-time document to the pre-stored reference content data; and

completing the automatic verification process when it is determined that the confidence index value corresponds to an exact match of the content data of the real-time document to the pre-stored reference content data; and

validating the real-time document for execution after completing the automatic verification process.

2. The method according to claim 1 , further comprising: triggering a manual quality check process to manually verify the content data of the real-time document and the pre-stored reference content data when it is determined that the confidence index value does not correspond to an exact match of the content data of the real-time document to the pre-stored reference content data; and validating the real-time document for execution after completing the manual quality check process.

3. The method according to claim 1 , wherein the real-time document is a sworn document requiring execution by an authorized user after validation.

4. The method according to claim 1 , wherein the real-time document template is in .pdf and/or .docx the format.

5. The method according to claim 1 , further comprising: integrating the template authoring workflow process into a system that is configured to track and manage sworn documents across multiple lines of business (LOB).

6. The method according to claim 5 , further comprising: integrating mainframe screens into the system; and automatically populating account information based on an account that a user log in information into the system.

7. The method according to claim 1 , further comprising: building an intelligent self-managed place-holder data dictionary used in the real-time document template during authoring of the real-time document template.

8. The method according to claim 1 , further comprising:

generating a negative validation result of not validating the hash value of the new real-time document template request when it is determined that the hash value of the new real-time document template request is the same as the stored hash value; and

rejecting the request to create the new real-time document template based on the negative validation result.

9. The method according to claim 1 , wherein the template authoring work flow process provides real-time document management capabilities that includes one or more of the following document-based capabilities: composition, extraction, soft redaction, hard redaction, splitting or merging of pages, document packaging, and bar coding.

10. The method according to claim 1 , further comprising: implementing an optical character recognition (OCR) processing and application programming interfaces (APIs) for document generation, conversion, and automation; and automatically controlling quality of the created real-time document based on the OCR processing and the APIs.

11. A system for real-time template authoring and execution, comprising:

a receiver configured to receive a request to create a real-time document template;

a processor; and

a database operatively connected to the processor and the receiver via a communication network,

wherein the processor is configured to:

implement a template authoring work flow process by leveraging native tools to create the real-time document template based on the received request;

calculate a hash value of template content of the created template;

store the hash value onto a database;

receive a request for creating a new real-time document template;

calculate a hash value of the new real-time document template request;

compare the hash value of the new real-time document template request with the stored hash value by accessing the database;

generate a positive validation result of validating the hash value of the new real-time document template request when it is determined that the hash value of the new real-time document template request is different from the stored hash value;

initiate a new template authoring work flow process to create the new real-time document template based on the positive validation result;

create a real-time document based on the real-time document template;

trigger an automatic verification process in response to creating the real-time document, wherein the automatic verification process includes:

verifying content data of the created real-time document with pre-stored reference content data;

generating a confidence index value based on verifying the content data of the real-time document with pre-stored reference content data, wherein the confidence index value represents a degree of matching of the content data of the real-time document to the pre-stored reference content data; and

completing the automatic verification process when it is determined that the confidence index value corresponds to an exact match of the content data of the real-time document to the pre-stored reference content data; and

validate the real-time document for execution after completing the automatic verification process.

12. The system according to claim 11 ; wherein the processor is further configured to: trigger a manual quality check process to manually verify the content data of the real-time document and the pre-stored reference content data when it is determined that the confidence index value does not correspond to an exact match of the content data of the real-time document to the pre-stored reference content data; and validate the real-time document for execution after completing the manual quality check process.

13. The system according to claim 11 , wherein the processor is further configured to: integrate the template authoring workflow process into a system that is configured to track and manage sworn documents across multiple lines of business (LOB).

14. The system according to claim 13 , wherein the processor is further configured to: integrate mainframe screens into the system; and automatically populate account information based on an account that a user log in information into the system.

15. The system according to claim 11 ; wherein the processor is further configured to: build an intelligent self-managed place-holder data dictionary used in the real-time document template during authoring of the real-time document template.

16. The system according to claim 11 , wherein the processor is further configured to:

generate a negative validation result of not validating the hash value of the new real-time document template request when it is determined that the hash value of the new real-time document template request is the same as the stored hash value; and

reject the request to create the new real-time document template based on the negative validation result.

17. The system according to claim 11 , wherein the processor is further configured to: implement an optical character recognition (OCR) processing and application programming interfaces (APIs) for document generation, conversion, and automation; and automatically control quality of the created real-time document based on the OCR processing and the APIs.

18. A non-transitory computer readable medium configured to store instructions for real-time template authoring and execution, wherein when executed, the instructions cause a processor to perform the following:

causing a receiver to receive a request to create a real-time document template;

implementing a template authoring work flow process by leveraging native tools to create the real-time document template based on the received request;

calculating a hash value of template content of the created template;

storing the hash value onto a database;

receiving a request for creating a new real-time document template;

calculating a hash value of the new real-time document template request;

comparing the hash value of the new real-time document template request with the stored hash value by accessing the database;

generating a positive validation result of validating the hash value of the new real-time document template request when it is determined that the hash value of the new real-time document template request is different from the stored hash value;

initiating a new template authoring work flow process to create the new real-time document template based on the positive validation result;

creating a real-time document based on the real-time document template;

triggering an automatic verification process in response to creating the real-time document, wherein the automatic verification process includes:

verifying content data of the created real-time document with pre-stored reference content data;

generating a confidence index value based on verifying the content data of the real-time document with pre-stored reference content data, wherein the confidence index value represents a degree of matching of the content data of the real-time document to the pre-stored reference content data; and

completing the automatic verification process when it is determined that the confidence index value corresponds to an exact match of the content data of the real-time document to the pre-stored reference content data; and

validating the real-time document for execution after completing the automatic verification process.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 15, 2020
From: SANYASI, LAXMAN; MADHUSUDAN, MAHESH
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 054647/0128 →
Continuity (1)
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