Automated Form Population via Centralized User Data Management

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Solution Overview

Problem

Users face difficulties in efficiently collecting, organizing, and reusing information for completing electronic forms and documents, particularly in complex scenarios like divorce proceedings, loan applications, and college applications, due to the repetitive and time-consuming nature of inputting similar information across different formats.

Innovation Solution

A system and method for tracking and reporting information using templates, which collects, classifies, and organizes user data from various sources, allowing automatic population of electronic forms and documents, utilizing field mapping and secure storage techniques to ensure accuracy and efficiency.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If users manually populate form inputs with the same information repeatedly, then the information can be accurately submitted, but the time and effort required increases significantly

Engineering Contradiction:
Improveinformation accuracyVSAvoidtime spent on repetitive data entry
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary action by collecting and organizing user information in advance into a structured database before forms need to be completed. This allows the information to be readily available for automatic population, eliminating repetitive manual entry while ensuring accuracy through pre-validated data storage.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system creates and maintains a master copy of user information in a centralized database. This master copy can be automatically copied and populated into multiple different forms and applications, eliminating the need to manually re-enter the same information repeatedly while ensuring consistency and accuracy across all forms.

Inventive Principle:
Principle #26Copying

2Loss of time

If basic financial information is stored in applications, then some time is saved, but the ability to organize, access and apply this stored information for detailed forms remains limited

Engineering Contradiction:
Improvetime saved on information storageVSAvoidability to organize and apply information for different forms
Core Design Contradiction:
Loss of timeVSAdaptability or versatility

Solution Approach 1:

The system implements a universal information management platform that can handle multiple types of forms and applications (financial forms, legal forms, college applications, etc.). The centralized database is designed to store information in a versatile format that can be adapted and applied to various different form requirements, making the stored information universally useful across different contexts.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system transforms stored information into different formats and structures as needed for specific forms. By changing the presentation parameters of the stored data (not the underlying information), the system can adapt the same core information to meet the specific requirements of different forms, enhancing versatility while maintaining organization.

Inventive Principle:
Principle #35Parameter changes

3Productivity

If detailed information is collected and organized in a database, then forms can be automatically populated, but the system complexity increases

Engineering Contradiction:
Improveform completion speedVSAvoidsystem structure complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system segments information management into distinct functional modules: information collection, data storage, field mapping, and form population. This segmentation allows each component to be developed and maintained independently, reducing overall system complexity while enabling automated form completion through coordinated operation of these modular components.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS10635692B2Systems and methods for tracking, reporting, submitting and completing information forms and reports
Publication Date: 2020.04.28 UBIQ SECURITY INC
  • US10635692B2 patent drawing
  • US10635692B2 patent drawing
  • US10635692B2 patent drawing

AI summary

Systems and methods are provided for creating templates in an information management tool that are designed to track and timely and accurately report certain information in accordance with the requirements of a specific process, form or other requirement. Information relating to a user is obtained from one or more sources through electronic means, and the information is then organized and securely stored in a database using field mapping and other techniques to classify the information into specific categories. The information that is obtained and organized may include contact information, financial information, health information and historical information. The organized information may then be accessed by the user to automatically and instantaneously populate or supplement an electronic document, form or web-based application without requiring the user to manually enter the information. The system automatically detects and stores updates to information and builds a database of forms and electronic documents for future use.