IP Library Granted Patent US 11,769,216
Granted Patent B2
US 11,769,216 · App. 17/208,239 · Granted Sep 26, 2023

Collection of transaction receipts using an online content management service

Inventors: Daniel Bernard (San Francisco, CA); Eric Feng (San Francisco, CA); Marty Hu (San Francisco, CA); Veronica Zheng (San Francisco, CA)
Assignee: Dropbox, Inc.
G06Q40/12H04L51/08
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Quick Facts
Patent No.
US 11,769,216
App. No.
17/208,239
Granted
Sep 26, 2023
Kind
B2
Abstract

An online content management service can collect and store receipts for a user from a variety of sources, including images captured by the user, messages received for the user at a messaging service or message management service, and/or receipts directly uploaded to the online content management service by a merchant. In the case of receipts provided as messages, a user can interact with a message management service to identify messages as receipts, and the message management service can upload such messages to the online content management service.

Claims (53)

1. A method comprising:

obtaining, at a client device, a first content item and metadata associated with the first content item, the metadata indicating that the first content item is a candidate for processing as a receipt;

analyzing, by the client device, the metadata of the first content item to determine whether the first content item is a candidate for processing as a receipt;

determining, by the client device, that the first content item is a candidate for processing as a receipt based on the analyzing;

responsive to determining that the first content item is a candidate for processing as a receipt, presenting, by the client device, a user interface including a list area presenting a list of obtained content items including the first content item, the user interface including a user-operable control element placed within the list area, the user-operable control element indicating that the first content item is a candidate for processing as a receipt;

detecting, by the client device, operation of the user-operable control element to indicate that the first content item should be processed as a receipt; and

in response to detecting the operation of the user-operable control element, sending, by the client device, an instruction to store a representation of the first content item to a content management system as a receipt.

2. The method of claim 1 further comprising:

in response to detecting, by the client device, operation of the user-operable control element:

presenting, by the client device, a further prompt to establish a rule to process future content items that satisfy a triggering condition as receipts; and

in response to a user input indicating that the rule should be established, sending, by the client device, a further instruction to the content management system to establish the rule.

3. The method of claim 2 , wherein the triggering condition is specified in additional metadata added to the first content item.

4. The method of claim 2 , wherein the triggering condition is based on a user identifier associated with the first content item.

5. The method of claim 1 , wherein the instruction to store the representation of the first content item to the content management system comprises a further instruction to move moving the first content item to a receipts collection within an account associated with a user of the client device.

6. The method of claim 1 , wherein obtaining the first content item and the metadata comprises:

receiving the first content item as an electronic message from a messaging service.

7. The method of claim 1 , further comprising:

uploading, by the client device, the first content item to the content management system.

8. A client device, comprising:

one or more processors in communication with a content management system; and

a memory having programming instructions stored thereon, which, when executed by the one or more processors, causes the client device to perform operations, comprising:

obtaining a first content item and metadata associated with the first content item, the metadata indicating that the first content item is a candidate for processing as a receipt;

analyzing the metadata of the first content item to determine whether the first content item is a candidate for processing as a receipt;

determining that the first content item is a candidate for processing as a receipt based on the analyzing;

responsive to determining that the first content item is a candidate for processing as a receipt, presenting a graphical user interface for presenting a list of obtained content items including the first content item, wherein the graphical user interface includes a user-operable control element indicating that the first content item is a candidate for processing as a receipt;

detecting operation of the user-operable control element to indicate that the first content item should be processing as a receipt; and

sending, in response to detecting operation of the user-operable control element, an instruction to store a representation of the first content item to the content management system as a receipt.

9. The client device of claim 8 , wherein the user-operable control element is positioned substantially adjacent to a graphical representation of the first content item within a content item list area of the graphical user interface.

10. The client device of claim 8 , wherein the operations further comprise:

presenting within the graphical user interface, in response to detecting operation of the user-operable control element, a further prompt to establish a rule to process future content items that satisfy a triggering condition as receipts; and

sending, in response to a user input indicating that the rule should be established, a further instruction to the content management system to establish the rule.

11. The client device of claim 10 , wherein the triggering condition is specified in additional metadata added to the first content item.

12. The client device of claim 10 , wherein the user-operable control element is placed adjacent to a graphical representation of the first content item within a content item list area of the graphical user interface and wherein the further prompt is presented as a pop-up dialog box.

13. The client device of claim 8 , wherein the instruction to store the representation of the first content item to the content management system comprises a further instruction to move moving the first content item to a receipts collection within an account of a user associated with the client device.

14. The client device of claim 8 , wherein obtaining the first content item and the metadata comprises:

receiving the first content item as an electronic message from a messaging service.

15. The client device of claim 8 , wherein the operations further comprise:

uploading the first content item to the content management system.

16. A non-transitory computer readable medium including one or more sequences of instructions that, when executed by one or more processors, cause the one or more processors to perform operations comprising:

obtaining, at a client device, a first content item and metadata associated with the first content item, the metadata indicating that the first content item is a candidate for processing as a receipt;

analyzing, by the client device, the metadata of the first content item to determine whether the first content item is a candidate for processing as a receipt;

determining, by the client device, that the first content item is a candidate for processing as a receipt based on the analyzing;

responsive to determining that the first content item is a candidate for processing as a receipt, presenting, by the client device, a user interface including a list area presenting a list of obtained content items including the first content item, the user interface including a user-operable control element placed within the list area, the user-operable control element indicating that the first content item is a candidate for processing as a receipt;

detecting, by the client device, operation of the user-operable control element to indicate that the first content item should be processed as a receipt; and

in response to detecting the operation of the user-operable control element, sending, by the client device, an instruction to store a representation of the first content item to a content management system as a receipt.

17. The non-transitory computer readable medium of claim 16 , further comprising:

in response to detecting, by the client device, operation of the user-operable control element:

presenting, by the client device, a further prompt to establish a rule to process future content items that satisfy a triggering condition as receipts; and

in response to a user input indicating that the rule should be established, sending, by the client device, a further instruction to the content management system to establish the rule.

18. The non-transitory computer readable medium of claim 17 , wherein the triggering condition is specified in additional metadata added to the first content item.

19. The non-transitory computer readable medium of claim 16 , wherein obtaining the first content item and the metadata comprises:

receiving the first content item as an electronic message from a messaging service.

20. The non-transitory computer readable medium of claim 16 , further comprising: uploading, by the client device, the first content item to the content management system.

Assignments (1)
SECURITY INTEREST Recorded Dec 12, 2024
From: DROPBOX, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 069604/0611 →