IP Library Granted Patent US 12,373,480
Granted Patent B2
US 12,373,480 · App. 17/207,435 · Granted Jul 29, 2025

Systems and methods for creating enhanced documents for perfect automated parsing

Inventors: James Freundlich (San Juan, PR); John Glase (San Juan, PR); Kip Daynard (Huntsville, CA); Pukar Bhandari (San Ramon, CA)
Assignee: BOLD Limited
G06F16/383G06F16/3323G06F16/34G06F40/205
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Quick Facts
Patent No.
US 12,373,480
App. No.
17/207,435
Granted
Jul 29, 2025
Kind
B2
Abstract

The disclosed enhanced document creation and parsing systems deal with enhanced documents that allow for the presentation of document content in a preferred visual manner, while ensuring that the document content can be captured accurately by an automated parser with nothing being discarded or misrepresented. The enhanced document creation system may create an enhanced document by encoding document content in accordance with a defined schema, optionally encrypting the resulting structured data into an encrypted byte string, and embedding the encrypted byte string as non-visible metadata in a rendered document. The resulting enhanced document can be completely and accurately parsed by an enhanced document parsing system that is capable of extracting, decrypting and decoding the embedded document metadata.

Claims (67)

1. A method of processing an enhanced document, the method comprising:

receiving the enhanced document having a first file format at a document submission platform in response to a submission by a user, the enhanced document comprising:

first content visible by a recipient of the enhanced document encoded according to a first document schema defined by the first file format, and

a document identifier for identifying and retrieving encoded content of the enhanced document, the document identifier embedded as metadata in the enhanced document, and invisible to the recipient of the enhanced document;

obtaining the document identifier from the metadata of the enhanced document;

transmitting, after receiving the enhanced document, a request including the document identifier to a document creation system, the request configured to cause the document creation system to retrieve and return, from a document database second content associated with the document identifier, wherein the second content is returned in a second file format compatible with a parsing system callable by the document submission platform, and the second content comprises data of the first content;

receiving the second content from the document creation system at the document submission platform, the second content encoded according to a second document schema compatible with the document submission platform receiving the second content, the second document schema being different than the first document schema; and

mapping the second content to one or more corresponding field values to form fields on a form presented through the document submission platform.

2. The method of claim 1 , further comprising:

registering the enhanced document with the document creation system;

receiving, at the document submission platform, a notification when the enhanced document has been updated by the user; and

requesting, by the document submission platform, an updated version of the enhanced document after receiving the notification.

3. The method of claim 1 , further comprising:

receiving a list of enhanced documents created by the user;

presenting, to the user, the list of enhanced documents at the document submission platform; and

receiving a selected enhanced document from a document creation platform in response to a user selection from the list of enhanced documents.

4. The method of claim 3 , further comprising:

authenticating the user with the document creation system prior to receiving the list of enhanced documents; and

authenticating the document submission platform with the document creation system prior to receiving the enhanced document.

5. A document submission system comprising:

a processor; and

a memory in communication with the processor, the memory having @-Hurality instructions stored thereon, where the processor is configured to execute the instructions that cause the document submission system to:

receive an enhanced document having a first file format at a document submission platform in response to submission by a user, the enhanced document comprising:

first content visible by a recipient of the enhanced document encoded according to a first document schema defined by the first file format, and

a document identifier for identifying and retrieving encoded content of the enhanced document, the document identifier embedded as metadata in the enhanced document, and invisible to the recipient of the enhanced document,

obtain the document identifier from the metadata of the enhanced document;

transmit after receiving the enhanced document a request including the document identifier to a document creation system, the request configured to cause the document creation system to retrieve and return, from a document database, second content associated with the document identifier, wherein the second content is returned in a second file format compatible with a parsing system callable by the document submission platform, and the second content comprises data of the first content;

receive the second content from the document creation system at the document submission platform, the second content encoded according to a second document schema compatible with the document submission platform receiving the second content, the second document schema being different than the first document schema; and

map the second content to form fields on a form presented through the document submission platform.

6. The document submission system of claim 5 , wherein the processor is further configured to execute the instructions that cause the document submission system to:

register the enhanced document with the document creation system;

receive, at the document submission platform, a notification when the enhanced document has been updated by the user; and

request, by the document submission platform, an updated version of the enhanced document after receiving the notification.

7. The document submission system of claim 5 , wherein the processor is further configured to execute the instructions that cause the document submission system to:

receive a list of enhanced documents created by the user;

present, to the user, the list of enhanced documents at the document submission platform; and

receive a selected enhanced document from a document creation platform in response to a user selection from the list of enhanced documents.

8. The document submission system of claim 7 , wherein the processor is further configured to execute the instructions that cause the document submission system to:

authenticate the user with the document creation system prior to executing the instructions to receive the list of enhanced documents; and

authenticate the document submission platform with the document creation system prior to executing the instructions to receive the enhanced document.

9. The document submission system of claim 5 , wherein the second document schema corresponds to the second file format selected from among group consisting of: JSON format, HTML format, RTF format, and TXT format.

10. The document submission system of claim 9 , wherein the first file format is DOCX format or PDF format.

11. The document submission system of claim 5 , wherein sections or paragraphs in the first content are mapped to specific elements and fields within the second content based on the second document schema.

12. The document submission system of claim 5 , wherein the second content is encrypted, and wherein the second content is extractable by the document submission system only if access is provided.

13. The document submission system of claim 5 , wherein the processor is further configured to execute the instructions that cause the document submission system to provide, via the document submission platform accessible by the user, a widget configured to parse the encoded content of the enhanced document.

14. The document submission system of claim 13 , wherein the widget is further configured to detect whether the user is signed into a document creation platform hosted by the document creation system.

15. The document submission system of claim 5 , wherein the processor is further configured to execute the instructions that cause the document submission system to send a processing status of the enhanced document to the document creation system.

16. The document submission system of claim 15 , wherein the processing status comprises a status indicator for indicating a status of the enhanced document, the status of the enhanced document comprising one of a received, processed, approved, or rejected status.

17. A non-transitory computer-readable medium comprising instructions that, when executed by a processor of a document submission system, cause the document submission system to:

receive an enhanced document having a first file format at a document submission platform in response to submission by a user, the enhanced document comprising:

first content visible by a recipient of the enhanced document encoded according to a first document schema defined by the first file format, and

a document identifier for identifying and retrieving encoded content of the enhanced document the document identifier embedded as metadata in the enhanced document, and invisible to the recipient of the enhanced document;

obtain the document identifier from the metadata of the enhanced document;

transmit, after receiving the enhanced document, a request including the document identifier to a document creation system, the request configured to cause the document creation system to retrieve and return, from a document database, second content associated with the document identifier wherein the second content is returned in a second file format compatible with a parsing system callable by the document submission platform, and the second content comprises data of the first content;

receive the second content from the document creation system at the document submission platform, the second content encoded according to a second document schema compatible with the document submission platform receiving the second content, the second document schema being different than the first document schema; and

map the second content to form fields on a form presented through the document submission platform.

18. The non-transitory computer-readable medium of claim 17 , wherein the instructions are further executable to:

register the enhanced document with the document creation system;

receive, at the document submission platform, a notification when the enhanced document has been updated by the user; and

request, by the document submission platform, an updated version of the enhanced document from the document creation system after receiving the notification.

19. The non-transitory computer-readable medium of claim 17 , wherein the instructions are further executable to:

receive a list of enhanced documents created by the user;

present, to the user, the list of enhanced documents at the document submission platform; and

receive a selected enhanced document from a document creation platform in response to a user selection from the list of enhanced documents.

20. The non-transitory computer-readable medium of claim 19 , wherein the instructions are further executable to:

authenticate the user with the document creation system prior to executing the instructions to receive the list of enhanced documents; and

authenticate the document submission platform with the document creation system prior to executing the instructions to receive the enhanced document.

Assignments (2)
SECURITY INTEREST Recorded Feb 9, 2023
From: BOLD LIMITED
To: HSBC BANK USA, NATIONAL ASSOCIATION
Reel/Frame 062646/0111 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 20, 2021
From: FREUNDLICH, JAMES; GLASE, JOHN; DAYNARD, KIP; BHANDARI, PUKAR
To: BOLD LIMITED
Reel/Frame 056306/0124 →
Continuity (3)
Continuation PCTUS2021021135 · Mar 5, 2021
Provisional Application 63021968 · May 8, 2020
Related Publication 20210349927A1 · Nov 11, 2021
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