US 12,014,137 B2
Automated document processing
Matthew Reid Baum, New York, NY (US); Joshua Block, New York, NY (US); Ashley Sjostrom Brailey, New York, NY (US); Diana Maria Dilorio, Albany, NY (US); Zyad Gomaa, New York, NY (US); Timothy A. Osgood, Baltimore, MD (US); and Magdalena Selma, New York, NY (US)
Assigned to AMERICAN EXPRESS TRAVEL RELATED SERVICES COMPANY, INC., New York, NY (US)
Filed by American Express Travel Related Services Company, Inc., New York, NY (US)
Filed on Sep. 20, 2022, as Appl. No. 17/948,426.
Prior Publication US 2024/0095442 A1, Mar. 21, 2024
Int. Cl. G06F 40/174 (2020.01); G06F 21/44 (2013.01)
CPC G06F 40/174 (2020.01) [G06F 21/44 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A system, comprising:
a computing device comprising a processor and a memory; and
machine-readable instructions stored in the memory that, when executed by the processor, cause the computing device to at least:
identify a transaction record and a user account associated with the transaction record;
identify a linked provider that is registered with the user account in association with an automatic submission criterion, wherein the linked provider is identified from a plurality of linked providers based at least in part on the automatic submission criterion matching the transaction record;
identify a submission template for the linked provider, the submission template specifying how to complete a submission using transaction data from the transaction record;
obtain transaction data from the transaction record;
automatically complete a submission based at least in part on the submission template and using the transaction data; and
send the completed submission to a provider service associated with the linked provider.