Real-time Invoice Error Prevention via Statistical Validation

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Solution Overview

Problem

Existing software applications for creating invoices often introduce errors due to the volume of transactions, manual data entry, and repetitive tasks, leading to a significant need for real-time error prevention features.

Innovation Solution

The method involves determining expected ranges for values such as quantity or rate during invoice creation by using a weighted average of user-level and global means and standard deviations based on historical invoices, and displaying notifications or modifying the user interface if the entered values fall outside these expected ranges.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If manual data entry is used for invoice creation, then ease of operation is improved, but error rate increases

Engineering Contradiction:
Improveease of operationVSAvoiderror rate
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system provides real-time feedback by comparing entered values against expected ranges derived from historical data. When a value falls outside the expected range, the system immediately notifies the user, allowing correction before submission. This feedback mechanism maintains manual entry ease while significantly reducing errors.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs preliminary validation by calculating expected ranges based on historical invoices before the user submits the invoice. This advance preparation of validation criteria enables real-time error detection during data entry without requiring post-submission review.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If real-time error detection is implemented, then reliability is improved, but device complexity increases

Engineering Contradiction:
Improveerror preventionVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system changes the parameter validation approach from fixed threshold checks to dynamic expected range calculations based on historical data statistics (mean and standard deviation). This parameter-based approach automates complexity management while improving reliability.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system performs self-validation by automatically comparing user inputs against historically derived expected ranges. This self-service validation mechanism reduces the need for complex manual review processes while maintaining high reliability.

Inventive Principle:
Principle #25Self-service

3Manufacturing precision

If expected range validation is performed, then manufacturing precision is improved, but loss of time increases

Engineering Contradiction:
Improveinvoice accuracyVSAvoidprocessing time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The validation process operates continuously during invoice creation rather than as a separate post-processing step. Expected range checks are performed in real-time as the user enters data, maintaining invoice accuracy without adding discrete time delays.

Inventive Principle:
Principle #20Continuity of useful action

Solution Approach 2:

The system performs validation only on critical numerical fields (quantity, rate, total) rather than all invoice data. This partial validation approach maintains precision for error-prone fields while minimizing overall processing time impact.

Inventive Principle:
Principle #16Partial or excessive action

Data Source

PatentUS12205154B2Real-time error prevention during invoice creation
Publication Date: 2025.01.21 INTUIT INC
  • US12205154B2 patent drawing
  • US12205154B2 patent drawing
  • US12205154B2 patent drawing

AI summary

Aspects of the present disclosure relate to real-time invoice error prevention. Embodiments include receiving a value related to an item or service during creation of an invoice by a user via a user interface, and determining a user-level mean and a user-level standard deviation related to the value based on historical invoices of the user. Embodiments include determining a global mean and a global standard deviation related to the value based on historical invoices of a plurality of users. Embodiments include selecting weights for the user-level mean, the user-level standard deviation, the global mean, and the global standard deviation based on a total number of the historical invoices of the user. Embodiments include determining an expected range for the value based on the user-level mean, the user-level standard deviation, the global mean, the global standard deviation, and the weights. Embodiments include determining that the value is outside the expected range.