IP Library › Granted Patent US 12,265,499
Granted Patent B2
US 12,265,499 · App. 18/585,955 · Granted Apr 1, 2025

Method for migrating a customer communication document between customer communication management platforms

Inventor: Mitesh Vikram Kothari (Mumbai, IN)
Assignee: BULL SAS
G06F16/119
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Quick Facts
Patent No.
US 12,265,499
App. No.
18/585,955
Granted
Apr 1, 2025
Kind
B2
Abstract

The invention relates to a method for migrating a customer communication document from a first customer communication management platform to a second customer communication management platform. The method automates or at least semi-automates the migration of documents between customer communication management platforms by automating the generation of an intermediate document. The method automatically detects the dynamic information and the static information displayed on a set of documents, which is a crucial point to generate the intermediate documents.

Claims (55)

1. A computer implemented method for migrating a customer communication document from a first customer communication management platform to a second customer communication management platform, the computer implemented method comprising:

obtaining a set of customer communication documents compatible with the first customer communication management platform, each customer communication document of the set of customer communication documents comprising a layout of information, the information being either static information or dynamic information,

obtaining a set of payload files, each payload file of the set of payload files comprising dynamic data, the dynamic data being data used to generate the dynamic information of the set of customer communication documents,

extracting the information from the set of customer communication documents,

identifying a set of coordinates of the layout of information, each coordinate of the set of coordinates being a coordinate of an information of the layout of information,

converting the information that is extracted into data and storing the data in one or more intermediate files,

dividing the information that is extracted into a first group of static information and a second group of dynamic information by using the set of payload files and the data stored in the one or more intermediate files,

creating reference links to the data stored in the one or more intermediate files, each reference link of the reference links being associated to one coordinate of the set of coordinates,

generating an information exchange formatter, the information exchange formatter comprising the data that is converted from the information that is extracted, the reference links and the set of coordinates, and

storing the one or more intermediate files and the information exchange formatter configured for being used as inputs by a connector to generate the each customer communication document compatible with the second customer communication management platform.

2. The computer implemented method of claim 1 , wherein the information that is extracted comprises one or more of

tables,

static and dynamic text,

images,

optical mark recognition and Quick response data,

layout coordinates.

3. The computer implemented method of claim 1 , further comprising,

displaying a canvas, the canvas being generated by using the one or more intermediate files and the information exchange formatter, the canvas comprising a layout of one or more graphical user interfaces, each graphical user interface of the one or more graphical user interfaces comprising an information from the information that is extracted,

obtaining one or more modifications of the layout of the canvas,

modifying one or more of

the one or more intermediate files, and

the information exchange formatter

based on the one or more modifications that are obtained, and

storing one or more of the one or more intermediate files that are modified and the information exchange formatter that is modified.

4. The computer implemented method of claim 3 , wherein the displaying the canvas is performed with a single-page application.

5. The computer implemented method of claim 3 , wherein the layout of the canvas that is displayed is generated by machine learning.

6. The computer implemented method of claim 1 , wherein one or more of the extracting the information from the set of communication documents and the identifying the set of coordinates of the layout of information are performed by computer vision.

7. The computer implemented method of claim 1 , further comprising generating a target file compatible with the second customer communication management platform.

8. A non-transitory computer program comprising instructions for performing a computer implemented method for migrating a customer communication document from a first customer communication management platform to a second customer communication management platform, the computer implemented method comprising:

obtaining a set of customer communication documents compatible with the first customer communication management platform, each customer communication document of the set of customer communication documents comprising a layout of information, the information being either static information or dynamic information,

obtaining a set of payload files, each payload file of the set of payload files comprising dynamic data, the dynamic data being data used to generate the dynamic information of the set of customer communication documents,

extracting the information from the set of customer communication documents,

identifying a set of coordinates of the layout of information, each coordinate of the set of coordinates being a coordinate of an information of the layout of information,

converting the information that is extracted into data and storing the data in one or more intermediate files,

dividing the information that is extracted into a first group of static information and a second group of dynamic information by using the set of payload files and the data stored in the one or more intermediate files,

creating reference links to the data stored in the one or more intermediate files, each reference link of the reference links being associated to one coordinate of the set of coordinates,

generating an information exchange formatter, the information exchange formatter comprising the data that is converted from the information that is extracted, the reference links and the set of coordinates, and

storing the one or more intermediate files and the information exchange formatter configured for being used as inputs by a connector to generate the each customer communication document compatible with the second customer communication management platform.

9. The non-transitory computer program of claim 8 , wherein the non-transitory computer program is stored on a non-transitory computer readable storage medium.

10. A system comprising:

a processor,

a memory, and

a display,

wherein the processor is coupled to the memory and the display,

wherein the memory having comprises a non-transitory computer program recorded thereon,

wherein the non-transitory computer program comprises instructions for performing a computer implemented method for migrating a customer communication document from a first customer communication management platform to a second customer communication management platform, the computer implemented method comprising

obtaining a set of customer communication documents compatible with the first customer communication management platform, each customer communication document of the set of customer communication documents comprising a layout of information, the information being either static information or dynamic information,

obtaining a set of payload files, each payload file of the set of payload files comprising dynamic data, the dynamic data being data used to generate the dynamic information of the set of customer communication documents,

extracting the information from the set of customer communication documents,

identifying a set of coordinates of the layout of information, each coordinate of the set of coordinates being a coordinate of an information of the layout of information,

converting the information that is extracted into data and storing the data in one or more intermediate files,

dividing the information that is extracted into a first group of static information and a second group of dynamic information by using the set of payload files and the data stored in the one or more intermediate files,

creating reference links to the data stored in the one or more intermediate files, each reference link of the reference links being associated to one coordinate of the set of coordinates,

generating an information exchange formatter, the information exchange formatter comprising the data that is converted from the information that is extracted, the reference links and the set of coordinates, and

storing the one or more intermediate files and the information exchange formatter configured for being used as inputs by a connector to generate the each customer communication document compatible with the second customer communication management platform.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 26, 2024
From: KOTHARI, MITESH VIKRAM
To: BULL SAS
Reel/Frame 066559/0919 →
Priority Claims (1)
EP 23305252 · Feb 24, 2023 · regional
Continuity (1)
Related Publication 20240289299A1 · Aug 29, 2024
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