Granted Patent B2

US 12,657,160 · App. 18/453,918 · Granted Jun 16, 2026

Inventor: Shannon H. Chang (Tucson, AZ)

Assignee: Wells Fargo Bank, N.A.

G06F16/168G06F16/164G06F21/6209

Abstract

Claims (88)

1 . A system for automatic file creation and location selection standardization comprising:

at least one processor; and

memory comprising instructions that, when executed by the at least one processor, cause the at least one processor to perform operations to:

receive an electronic file storage structure configuration for an application via a file storage system interface, the electronic file storage structure configuration comprising a file directory hierarchy;

receive an electronic file configuration for the application via an application interface, the electronic file configuration comprising file configuration commands for a file associated application, wherein the electronic file configuration comprises a file name mask that defines a required prefix for file names and a template comprising pre-filled data fields specific to a project type or file type;

train a configuration prediction machine learning model using the electronic file storage structure configuration, the electronic file configuration, and application data, wherein the application data comprises user selection patterns for file storage locations and file configuration options across multiple file creation instances for a plurality of users;

obtain user activity data for a user activity initiated using the application via the application interface, wherein the user activity comprises initiating a new file creation action within the application;

evaluate the user activity data using the configuration prediction machine learning model to output a predicted file storage structure configuration and a predicted file configuration, the evaluation comprising evaluating features extracted from the user activity data, wherein the features comprise at least one of: an application type identifier, a project identifier associated with the user activity, or a file type indicator associated with the user activity;

generate a configuration user interface using the predicted file storage structure configuration and the predicted file configuration, wherein generating the configuration user interface comprises:

automatically populating a file name field with the file name mask from the predicted file configuration as a non-editable prefix:

automatically populating a file location field with a file storage location from the predicted file storage structure configuration; and

automatically populating at least one data field with pre-filled data from the template of the predicted file configuration; and

present the configuration user interface to a user, the configuration user interface including a set of user interface controls for completing the user activity, wherein the user activity is completed by the user confirming the automatically populated fields and the system generating an electronic file based on the confirmed fields and storing the electronic file at the automatically populated file storage location.

2 . The system of claim 1 , wherein the electronic file storage structure configuration includes at least one electronic file storage location within a file storage system data structure.

3 . The system of claim 1 , wherein the file name mask comprises a project-specific prefix that is automatically applied to all files created for a designated project, and wherein the file name mask is enforced such that user input is appended to the file name mask prefix to create a complete file name.

4 . The system of claim 1 , wherein the user activity is a file creation activity.

5 . The system of claim 1 , the instructions to generate the configuration user interface further comprising instructions that, when executed by the at least one processor, cause the at least one processor to perform operations to:

output a configuration option probability for the user activity;

select configuration data based on the configuration option probability; and

populate a user interface element of the configuration user interface with the configuration data.

6 . The system of claim 5 , the memory further comprising instructions that, when executed by the at least one processor, cause the at least one processor to perform operations to:

receive an authentication credential of the user;

identify an override rule for the configuration data based on the authentication credential; and

set a data protection option for the user interface element based on the override rule.

7 . The system of claim 1 , wherein the application interface includes an application plugin for the application or a set of application programming interface commands.

8 . The system of claim 1 , the memory further comprising instructions that, when executed by the at least one processor, cause the at least one processor to perform operations to:

generate a set of user prompts based on the predicted file storage structure configuration and the predicted file configuration;

present the set of user prompts in the configuration user interface;

receive a set of responses to the set of user prompts;

populate data elements of the configuration user interface using the set of responses;

upon receipt of selection of an acceptance user interface control, generate an electronic file based on the set of responses; and

store the electronic file in a data structure of a file storage system based on the set of responses.

9 . At least one non-transitory machine-readable medium including instructions for automatic file creation and location selection standardization that, when executed by at least one processor, cause the at least one processor to perform operations to:

receive an electronic file storage structure configuration for an application via a file storage system interface, the electronic file storage structure configuration comprising a file directory hierarchy;

receive an electronic file configuration for the application via an application interface, the electronic file configuration comprising file configuration commands for a file associated application, wherein the electronic file configuration comprises a file name mask that defines a required prefix for file names and a template comprising pre-filled data fields specific to a project type or file type;

train a configuration prediction machine learning model using the electronic file storage structure configuration, the electronic file configuration, and application data, wherein the application data comprises user selection patterns for file storage locations and file configuration options across multiple file creation instances for a plurality of users;

obtain user activity data for a user activity initiated using the application via the application interface, wherein the user activity comprises initiating a new file creation action within the application;

evaluate the user activity data using the configuration prediction machine learning model to output a predicted file storage structure configuration and a predicted file configuration, the evaluation comprising evaluating features extracted from the user activity data, wherein the features comprise at least one of: an application type identifier, a project identifier associated with the user activity, or a file type indicator associated with the user activity;

generate a configuration user interface using the predicted file storage structure configuration and the predicted file configuration, wherein generating the configuration user interface comprises:

automatically populating a file name field with the file name mask from the predicted file configuration as a non-editable prefix;

automatically populating a file location field with a file storage location from the predicted file storage structure configuration; and

automatically populating at least one data field with pre-filled data from the template of the predicted file configuration; and

present the configuration user interface to a user, the configuration user interface including a set of user interface controls for completing the user activity, wherein the user activity is completed by the user confirming the automatically populated fields and the system generating an electronic file based on the confirmed fields and storing the electronic file at the automatically populated file storage location.

10 . The at least one non-transitory machine-readable medium of claim 9 , wherein the electronic file storage structure configuration includes at least one electronic file storage location within a file storage system data structure.

11 . The at least one non-transitory machine-readable medium of claim 9 , the instructions to generate the configuration user interface further comprising instructions that, when executed by the at least one processor, cause the at least one processor to perform operations to:

output a configuration option probability for the user activity;

select configuration data based on the configuration option probability; and

populate a user interface element of the configuration user interface with the configuration data.

12 . The at least one non-transitory machine-readable medium of claim 11 , further comprising instructions that, when executed by the at least one processor, cause the at least one processor to perform operations to:

receive an authentication credential of the user;

identify an override rule for the configuration data based on the authentication credential; and

set a data protection option for the user interface element based on the override rule.

13 . The at least one non-transitory machine-readable medium of claim 9 , wherein the application interface includes an application plugin for the application or a set of application programming interface commands.

14 . The at least one non-transitory machine-readable medium of claim 9 , further comprising instructions that, when executed by the at least one processor, cause the at least one processor to perform operations to:

generate a set of user prompts based on the predicted file storage structure configuration and the predicted file configuration;

present the set of user prompts in the configuration user interface;

receive a set of responses to the set of user prompts;

populate data elements of the configuration user interface using the set of responses;

upon receipt of selection of an acceptance user interface control, generate an electronic file based on the set of responses; and

store the electronic file in a data structure of a file storage system based on the set of responses.

15 . A method for automatic file creation and location selection standardization comprising:

receiving an electronic file storage structure configuration for an application via a file storage system interface, the electronic file storage structure configuration comprising a file directory hierarchy;

receiving an electronic file configuration for the application via an application interface, the electronic file configuration comprising file configuration commands for a file associated application, wherein the electronic file configuration comprises a file name mask that defines a required prefix for file names and a template comprising pre-filled data fields specific to a project type or file type;

training a configuration prediction machine learning model using the electronic file storage structure configuration, the electronic file configuration, and application data, wherein the application data comprises user selection patterns for file storage locations and file configuration options across multiple file creation instances for a plurality of users;

obtaining user activity data for a user activity initiated using the application via the application interface, wherein the user activity comprises initiating a new file creation action within the application;

evaluating the user activity data using the configuration prediction machine learning model to output a predicted file storage structure configuration and a predicted file configuration, the evaluation comprising evaluating features extracted from the user activity data, wherein the features comprise at least one of: an application type identifier, a project identifier associated with the user activity, or a file type indicator associated with the user activity;

generating a configuration user interface using the predicted file storage structure configuration and the predicted file configuration, wherein generating the configuration user interface comprises:

automatically populating a file name field with the file name mask from the predicted file configuration as a non-editable prefix;

automatically populating a file location field with a file storage location from the predicted file storage structure configuration; and

automatically populating at least one data field with pre-filled data from the template of the predicted file configuration; and

presenting the configuration user interface to a user, the configuration user interface including a set of user interface controls for completing the user activity, wherein the user activity is completed by the user confirming the automatically populated fields and the system generating an electronic file based on the confirmed fields and storing the electronic file at the automatically populated file storage location.

16 . The method of claim 15 , wherein the file name mask comprises a project-specific prefix that is automatically applied to all files created for a designated project, and wherein the file name mask is enforced such that user input is appended to the file name mask prefix to create a complete file name.

17 . The method of claim 15 , wherein generating the configuration user interface further comprises:

outputting a configuration option probability for the user activity;

selecting configuration data based on the configuration option probability; and

populating a user interface element of the configuration user interface with the configuration data.

18 . The method of claim 17 , further comprising:

receiving an authentication credential of the user;

identifying an override rule for the configuration data based on the authentication credential; and

setting a data protection option for the user interface element based on the override rule.

19 . The method of claim 15 , wherein the application interface includes an application plugin for the application or a set of application programming interface commands.

20 . The method of claim 15 , further comprising:

generating a set of user prompts based on the predicted file storage structure configuration and the predicted file configuration;

presenting the set of user prompts in the configuration user interface;

receiving a set of responses to the set of user prompts;

populating data elements of the configuration user interface using the set of responses;

upon receipt of selection of an acceptance user interface control, generating an electronic file based on the set of responses; and

storing the electronic file in a data structure of a file storage system based on the set of responses.

Assignments (1)

Continuity (1)

References Cited (19)