Lenient Error Feedback in Data Entry Interfaces

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Solution Overview

Problem

Conventional financial services software configuration processes are burdensome and stall upon detecting data entry errors, failing to flag suspicious or unreliable data, and do not allow users to navigate and correct errors without discontinuing the configuration process.

Innovation Solution

The system tolerates and navigates data entry errors by displaying an error indicium associated with configuration steps, allowing users to mark and remediate errors within a user interface that presents errors in context, enabling continued configuration and later correction of errors.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If the configuration process stalls upon detecting a data entry error, then data accuracy is ensured, but user productivity and ease of operation deteriorate

Engineering Contradiction:
Improvedata accuracyVSAvoiduser productivity
Core Design Contradiction:
Measurement precisionVSProductivity

Solution Approach 1:

The patent segments the error handling process into distinct phases: error detection during data entry, error marking and visualization, and error remediation. This allows the system to maintain data accuracy requirements while enabling continuous workflow, as users can mark errors and continue configuration without immediate validation blocking progress.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system performs preliminary error detection and marking without immediately blocking the configuration process. Users mark data as unreliable or have errors detected beforehand, allowing them to continue with the configuration and address errors systematically later, rather than being stopped at each error point.

Inventive Principle:
Principle #10Preliminary action

2Measurement precision

If the configuration process stalls upon detecting a data entry error, then data accuracy is ensured, but ease of operation deteriorates

Engineering Contradiction:
Improvedata accuracyVSAvoidease of operation
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The patent introduces an intermediary error marking mechanism that sits between data entry and validation. Users can mark data as unreliable without immediate rejection, and the system provides visual indicators (error indicia) that mediate between the user's input and the validation requirements, making the process more user-friendly while maintaining accuracy standards.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

Users are empowered to self-identify and mark unreliable data during the configuration process. The system provides tools for users to mark their own errors and navigate to them later, reducing the need for system-imposed blocking and allowing users to manage their own data quality while maintaining workflow continuity.

Inventive Principle:
Principle #25Self-service

3Reliability

If conventional configuration processes accept or reject data, then data reliability is maintained, but the ability to flag suspicious data deteriorates

Engineering Contradiction:
Improvedata reliabilityVSAvoiddata flexibility
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The patent applies local quality by allowing different treatment of different data fields. Individual data elements can be marked as unreliable or flagged as suspicious while other data remains validated and accepted. This granular approach maintains overall data reliability requirements while providing flexibility to handle uncertain or questionable data points without rejecting entire configurations.

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS7965275B1User interface for lenient exception feedback
Publication Date: 2011.06.21 INTUIT INC
  • US7965275B1 patent drawing
  • US7965275B1 patent drawing
  • US7965275B1 patent drawing

AI summary

A method for contextually representing errors during data entry, including obtaining an expandable and collapsible tree (ECT) having a first node and a second node corresponding to multiple tasks for data entry; displaying a portion of the ECT including the second node, where the first node stems from the second node; presenting a record, corresponding to a task represented by the first node, including a data field for entry of data; receiving a data entry error for input to the data field of the record, where the data entry error is inconsistent with a predetermined range of acceptable data; and displaying, on the ECT and in association with the second node, an error indicium indicative of the data entry error while allowing further progression through the multiple tasks.