Automated Form Definition Generation via OCR and Image Processing

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Solution Overview

Problem

Manual definition of form content and layout when switching from one enterprise resource planning (ERP) system to another is a tedious, time-consuming, and error-prone process, especially for organizations using many complex forms.

Innovation Solution

Automated generation of form definitions by processing captured images of hard-copy forms using optical character recognition (OCR) to identify form fields, determine geometrical coordinates, and associate field names with data objects, thereby creating a form definition that can be used in the new ERP system.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If manual definition of form content and layout is performed, then form definition can be accurately created, but the process is tedious, time-consuming, and error-prone

Engineering Contradiction:
Improveform definition accuracyVSAvoidform definition time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The patent uses optical character recognition (OCR) to copy text content from hard-copy form images and automatically extracts form field information, replacing the manual copying and definition process. This allows accurate form definition generation without manual intervention in the data extraction phase.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The patent replaces manual mechanical processes of form definition creation with automated computer-based processing. The system automatically processes form images, identifies fields, extracts text, and generates form definitions through computational algorithms rather than manual operations.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Manufacturing precision

If manual definition of form content and layout is performed, then form definition can be accurately created, but the process is tedious and error-prone

Engineering Contradiction:
Improveform definition accuracyVSAvoidform definition ease
Core Design Contradiction:
Manufacturing precisionVSEase of operation

Solution Approach 1:

The system performs self-service by automatically processing form images and generating form definitions without requiring manual intervention. The automated process independently identifies form fields, extracts text characters, determines geometrical coordinates, and creates form definitions, eliminating the need for manual operation.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces manual mechanical processes of form definition creation with automated computer-based processing. The system automatically processes form images, identifies fields, extracts text, and generates form definitions through computational algorithms rather than manual operations.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Productivity

If automated processing of form images is performed, then form definition generation time is reduced, but the complexity of the processing system increases

Engineering Contradiction:
Improveform definition generation speedVSAvoidprocessing system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent segments the form processing task into distinct functional modules: image capture, optical character recognition, form field identification, geometrical coordinate determination, and form definition generation. This segmentation allows each component to handle a specific aspect of processing independently, making the overall complex system manageable and maintainable.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent uses an intermediary processing layer that bridges the hard-copy form images and the digital form definition requirements. The automated processing system acts as an intermediary that translates physical form images into structured digital form definitions through standardized processing steps.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Productivity

If automated processing of form images is performed, then form definition generation speed is improved, but the complexity of the processing system increases

Engineering Contradiction:
Improveform definition generation speedVSAvoidprocessing system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent creates a universal processing system that can handle various form types and layouts through a single automated framework. The system uses general-purpose algorithms for image processing, OCR, and field identification that can be applied across different form formats, eliminating the need for separate specialized systems for each form type.

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

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

This approach significantly reduces human involvement and time required for form definition, minimizing errors by leveraging existing hard-copy forms to define equivalent forms in the new ERP system, enabling efficient filling and printing of forms.

Implementation Method 1

Optical character recognition (OCR) is applied to the text characters in order to identify form field names

Methodology Applied
Scientific EffectOptical character recognition (OCR):

Data Source

PatentUS8520889B2Automated generation of form definitions from hard-copy forms
Publication Date: 2013.08.27 INTERNATIONAL BUSINESS MACHINE CORPORATION
  • US8520889B2 patent drawing
  • US8520889B2 patent drawing
  • US8520889B2 patent drawing

AI summary

A computer-implemented method for form generation includes capturing an image of a hard-copy form, and automatically processing the image to identify form fields in the image and text characters associated with each of the form fields. Geometrical coordinates of the form fields that define respective filling areas for entry of information into the fields are determined. Optical character recognition (OCR) is applied to the text characters in order to identify form field names. Associations are determined between the form field names and object names of corresponding data objects. The geometrical coordinates of the filling areas of the form fields are combined with the object names of the data objects corresponding to the form fields to generate a form definition.