US 12,271,845 B2
Systems and methods for smart electronic form management with condition tracking
Ravindra Raghuwanshi, Guna Madhya Pradesh (IN); Shreeshail Ganiger, Bangalore Karnataka (IN); Amy Lee, Flower Mount, TX (US); and Roshni Ramdasan Kaithavalappil, Karnataka (IN)
Assigned to Oracle International Corporation, Redwood Shores, CA (US)
Filed by Oracle International Corporation, Redwood Shores, CA (US)
Filed on Mar. 11, 2022, as Appl. No. 17/693,045.
Prior Publication US 2023/0289675 A1, Sep. 14, 2023
Int. Cl. G06Q 10/0631 (2023.01); G06F 40/174 (2020.01); G06Q 10/0633 (2023.01)
CPC G06Q 10/063114 (2013.01) [G06F 40/174 (2020.01); G06Q 10/06313 (2013.01); G06Q 10/0633 (2013.01)] 21 Claims
OG exemplary drawing
 
1. An electronic form management system comprising:
at least one processor executing instructions that are configured to cause the at least one processor to:
provide first content configured to cause to be displayed a user interface (UI) accessible to a first user, the user interface comprising a plurality of conditions of approval data elements corresponding to different compliance periods of a project managed by a cloud software planning application, each conditions of approval data element of the plurality of conditions of approval data elements including a completion status and two or more conditions for which compliance depends on a corresponding compliance period of the different compliance periods of the project; wherein at least a first condition of a particular conditions of approval data element associated with a particular compliance period is assigned to the first user of the cloud software planning application and at least a second condition of the particular conditions of approval data element associated with the particular compliance period is assigned to a second user of the cloud software planning application; wherein the first condition is accessible for update by the first user in the cloud software planning application and the second condition is accessible for update by the second user in the cloud software planning application;
receive, via user input to the cloud software planning application, a second update to the second condition from the second user;
receive, automatically via an application programming interface (API) from a third-party service provider other than the cloud software planning application, a condition status message associated with the project, wherein the condition status message identifies at least one condition of the particular conditions of approval data element associated with the particular compliance period;
in response to the condition status message, automatically update a completion status of the at least one condition of the particular conditions of approval data element associated with the particular compliance period;
calculate an aggregate completion status of a set of conditions for the particular conditions of approval data element associated with the particular compliance period to include the second update to the second condition from the second user and the automatic update of the completion status; wherein the aggregate completion status comprises a percentage determined from the set of conditions of approval completed; and
provide second content configured to cause to be displayed at least one selectable graphical interface element graphically representing the calculated aggregate completion status of the set of conditions for the particular conditions of approval data element associated with the particular compliance period concurrently with one or more other selectable graphical interface elements graphically representing one or more other aggregate completion statuses of one or more other sets of conditions of one or more other conditions of approval data elements associated with one or more other compliance periods;
receive a selection of the at least one selectable graphical interface element;
in response to the selection of the at least one selectable graphical interface element, cause display of an option for the first user to update the first condition of the particular conditions of approval data element associated with the particular compliance period;
update the first condition and the aggregate completion status in response to a selection of the option by the first user.