One-Screen Reconciliation of OCR and ERP Data
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Solution Overview
Problem
The reconciliation of business document image data with ERP system data currently requires multiple screens, leading to inefficiencies and increased user time, as users must switch between screens for data extraction, correction, and business checks.
Innovation Solution
A one-screen approach that extracts data from document images using OCR, compares it with ERP data, and allows simultaneous display and validation within the same window, enabling users to manually correct errors and update the ERP system directly.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If multiple screens are used for reconciliation, then data extraction and business checks can be performed separately, but user time increases and operational efficiency decreases
Solution Approach 1:
The patent combines multiple separate screens into a single unified reconciliation screen that displays document images, extracted data fields, and ERP system data simultaneously. This merging eliminates the need for users to switch between multiple screens, directly reducing user time and improving operational efficiency while maintaining all necessary data extraction and business check functionalities.
2Extent of automation
If multiple screens are used for data extraction and validation, then specialized functions can be separated, but device complexity increases
Solution Approach 1:
The patent integrates multiple automated functions including OCR data extraction, ERP system data retrieval, automatic data matching, and validation rules into a single unified screen. This consolidation maintains high automation capability while reducing system complexity by eliminating the need for multiple separate screens and their associated switching mechanisms.
3Loss of information
If data is displayed across multiple screens, then specific data fields can be focused on, but information integration decreases
Solution Approach 1:
The patent displays document images, extracted data fields, and ERP system data all simultaneously within a single unified screen. This integration ensures that all relevant information is readily available together, eliminating data loss through screen switching and simplifying the reconciliation process by providing complete information context in one view.
Data Source
AI summary
Systems and methods of reconciling data from an imaged document. In one embodiment, a business document is scanned to create a business document image. A set of extracted data is extracted from the business document image via optical character recognition (OCR). The set of OCR extracted data is then compared with data in business information management or enterprise resource planning (ERP) system. A set of ERP data is retrieved from the ERP system that relates to the set of OCR extracted data. The retrieved ERP data is than assigned to the set of OCR extracted data to create a set of assigned data. The business document image is then displayed in a business document image pane, the set of OCR extracted data is displayed in the OCR data pane, and the retrieved ERP data is displayed in the ERP data pane. The set of assigned data is validated, and the ERP system is updated with the set of validated, assigned data. In other embodiments, data is extracted from text files without using OCR.