QR Code Transaction Data Encoding for Receipt Management

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Solution Overview

Problem

Current financial management systems, such as tax preparation and receipt management applications, face challenges in accurately importing data due to inconsistencies in image capture quality, lighting, paper condition, and varying document formats, leading to inaccuracies in OCR-based data importation.

Innovation Solution

The implementation of a two-dimensional machine-readable representation, specifically a Quick Response (QR) code, encodes transaction data, allowing for accurate decoding and population of electronic receipt summaries, eliminating reliance on OCR and accommodating different document formats.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Extent of automation

If Optical Character Recognition (OCR) is used to import data from images, then data importation is enabled, but data accuracy deteriorates due to inconsistencies in image capture quality, lighting, paper condition, and document formats

Engineering Contradiction:
Improvedata importationVSAvoiddata accuracy
Core Design Contradiction:
Extent of automationVSMeasurement precision

Solution Approach 1:

The patent creates a machine-readable representation (MRR) that is a standardized copy of the transaction data, independent of the original image quality. The MRR serves as a perfect digital copy that can be decoded accurately regardless of OCR failures, resolving the contradiction between automated data importation and data accuracy.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The machine-readable representation acts as an intermediary between the physical receipt and the electronic database. Instead of directly converting receipt images to data (which fails due to image inconsistencies), the system uses the MRR as an intermediate carrier that guarantees accurate data transmission, solving the accuracy problem while maintaining automation.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If manual data entry is used to ensure accuracy, then data accuracy is maintained, but time consumption increases

Engineering Contradiction:
Improvedata accuracyVSAvoiddata entry time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system enables self-service data extraction where the machine-readable representation on the receipt automatically provides the data needed. Users simply scan the MRR and the system automatically extracts and validates the data, eliminating the need for manual typing while ensuring accuracy through the structured format of the MRR.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The merchant system performs preliminary action by encoding transaction data into the machine-readable representation at the point of sale. This pre-processing ensures the data is ready for accurate extraction later, eliminating the need for manual entry while maintaining accuracy, thus reducing user time investment.

Inventive Principle:
Principle #10Preliminary action

3Adaptability or versatility

If OCR algorithms are used to handle varying document formats, then compatibility is improved, but reliability deteriorates due to format inconsistencies and recognition errors

Engineering Contradiction:
Improvedocument format compatibilityVSAvoiddata importation reliability
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The patent changes the fundamental parameter of data representation from variable-format text (which OCR processes) to a standardized machine-readable code structure. This parameter change allows the system to handle different document formats universally while ensuring reliable decoding, as the MRR format remains consistent regardless of the underlying receipt layout variations.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS8857713B2Systems methods and computer program products for encoding and decoding transaction data
Publication Date: 2014.10.14 INTUIT INC
  • US8857713B2 patent drawing
  • US8857713B2 patent drawing
  • US8857713B2 patent drawing

AI summary

Transaction or receipt data, e.g., data of a receipt document, is encoded as a two-dimensional machine readable representation, such as a QR CODE. Certain receipt data is encoded as segments of a QR CODE. An image of the QR CODE is acquired using a camera of a mobile communication device or computer or other image capture device. The QR CODE image is decoded to determine the receipt data, and fields of an electronic receipt summary can be populated with decoded data.