US 11,816,155 B2
Automated field placement for uploaded documents
Minh Quan Dang Nguyen, San Jose, CA (US)
Assigned to ZENPAYROLL, INC., San Francisco, CA (US)
Filed by ZenPayroll, Inc., San Francisco, CA (US)
Filed on May 12, 2022, as Appl. No. 17/743,266.
Application 17/743,266 is a continuation of application No. 16/780,789, filed on Feb. 3, 2020, granted, now 11,361,025.
Prior Publication US 2022/0269726 A1, Aug. 25, 2022
This patent is subject to a terminal disclaimer.
Int. Cl. G06F 16/84 (2019.01); G06F 40/174 (2020.01); G06F 40/30 (2020.01); G06F 16/838 (2019.01)
CPC G06F 16/84 (2019.01) [G06F 16/838 (2019.01); G06F 40/174 (2020.01); G06F 40/30 (2020.01)] 15 Claims
OG exemplary drawing
 
1. A method comprising:
receiving a form document including a first set of fields, each field of the first set of fields associated with a field type and field position within the form document;
identifying a set of candidate documents, each candidate document associated with a second set of fields and a set of interface elements, each field of the second set of fields associated with a field type and field position within the candidate document, each interface element of the set of interface elements associated with a field of the second set of fields;
selecting a candidate document from the set of candidate documents based on 1) a similarity between the candidate document and the form document, 2) a similarity between a user that provided the form document and users associated with the set of candidate documents, and 3) a comparison of a visual similarity between the form document and each of the set of candidate documents;
providing for display, on a user interface of a user device, the form document and the set of interface elements associated with the selected candidate document as an overlay on the form document within an interface that allows the user to approve or reject a mapping between each overlaid interface element and a corresponding field of the first set of fields within the form document, to add additional interface elements for overlay on fields of the form document, to remove interface elements from the mapping, and to edit interface elements overlaid on the form document; and
generating a mapping between the selected candidate document and the form document, the mapping comprising associations between the approved overlaid interface elements and the corresponding fields of the first set of fields within the form document and not including associations between the rejected overlaid interface elements and the corresponding fields of the first set of fields, the mapping further including any added interface elements, not including any removed interface elements, and including any edits made by the user to interface elements.