IP Library Granted Patent US 11,941,064
Granted Patent B1
US 11,941,064 · App. 17/168,558 · Granted Mar 26, 2024

Machine learning comparison of receipts and invoices

Inventors: Anne Baron (Ansonia, CT); John Canneto (Rye, NY); Michael Marcinelli (North Andover, MA); Jonathan Hewitt (Exeter, NH); Cobie Chin (Center Conway, NH)
Assignee: Bottomline Technologies, Inc.
G06F16/904G06F40/284G06N20/00G06V30/412
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Quick Facts
Patent No.
US 11,941,064
App. No.
17/168,558
Granted
Mar 26, 2024
Kind
B1
Abstract

A legal spend management solution is described herein, a solution that utilizes improved machine learning algorithms to match lines of a legal invoice to lines in a receipt from a set of receipts. The matching uses cosine similarity algorithms and Levenshtein distances to determine whether there is a match between the receipt and the invoice lines. The machine learning results are displayed using a novel set of icons that present the confidence score with a set of three squares below a document icon.

Claims (20)

1. A special purpose computer implemented method of visualizing a machine learning match of a receipt with a line of a document, the method comprising:

tokenizing the line of the document into a document vector of document tokens;

lemmatizing each token in the document vector of the document tokens, and storing the lemmatized document tokens in the document vector of the document tokens;

creating a document term frequency inverse document frequency vector for the document vector of the document tokens;

looping through one or more receipts in a set of receipts, reviewing each receipt, tokenizing a plurality of lines of the receipt into a receipt vector of receipt tokens, wherein the receipt vector includes a location indicator of the location of the receipt token in the receipt;

lemmatizing each receipt token in the receipt vector of the receipt tokens and storing the lemmatized receipt tokens in the receipt vector of the receipt tokens;

creating a receipt term frequency inverse document frequency vector for the receipt vector of the receipt tokens;

comparing the document term frequency inverse document frequency vector to the receipt term frequency inverse document frequency vector using a similarity algorithm to calculate a confidence score and storing the confidence score for each receipt;

determining a matching receipt by selecting the receipt with a highest confidence score;

displaying an indication of the highest confidence score with a variable icon;

displaying the receipt associated with the highest confidence score.

2. The method of claim 1 wherein the document is a legal invoice.

3. The method of claim 1 wherein the document is an expense report.

4. The method of claim 1 further comprising determining a Levenshtein Distance between an amount in the receipt line and an amount in the document line.

5. The method of claim 1 further comprising determining a Levenshtein Distance between a date in the receipt line and a date in the document line.

6. The method of claim 1 further comprising highlighting a line in the receipt with the highest confidence score.

7. The method of claim 1 wherein the variable icon displays a different number of items depending upon a magnitude of the highest confidence score.

8. The method of claim 7 wherein the variable icon displays three solid squares under a document icon based on one range of the highest confidence score.

9. The method of claim 7 wherein the variable icon displays one solid square under the document icon based on a second range of the highest confidence score.

10. The method of claim 1 further comprising comparing the document term frequency inverse document frequency vector to a billing guideline term frequency inverse document frequency vector using the similarity algorithm to calculate a guideline confidence score and storing the guideline confidence score; displaying the indication of the guideline confidence score with the variable icon.

Assignments (2)
SECURITY INTEREST Recorded May 13, 2022
From: BOTTOMLINE TECHNOLOGIES, INC.
To: ARES CAPITAL CORPORATION
Reel/Frame 060064/0275 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 26, 2021
From: BARON, ANNE; MARCINELLI, MICHAEL; CANNETO, JOHN; HEWEITT, JONATHAN; CHIN, COBIE
To: BOTTOMLINE TECHNOLOGIES, INC.
Reel/Frame 055427/0569 →
Continuity (1)
Provisional Application 62976407 · Feb 14, 2020
Cited By (1)
US 12,657,383