System and method for automatic generation of reports based on electronic documents
원문보기
IPC분류정보
국가/구분
United States(US) Patent
등록
국제특허분류(IPC7판)
G06F-017/00
G06Q-040/00
G06F-017/30
G06F-017/24
G06K-009/00
G06K-009/18
G06Q-010/10
출원번호
US-0363048
(2016-11-29)
등록번호
US-10235723
(2019-03-19)
발명자
/ 주소
Guzman, Noam
Saft, Isaac
출원인 / 주소
Vatbox, Ltd.
대리인 / 주소
M&B IP Analyst, LLC
인용정보
피인용 횟수 :
0인용 특허 :
8
초록▼
A system and method for automatically generating reports. The method includes: retrieving reporting requirements for an enterprise; obtaining, based on the retrieved reporting requirements, at least partially unstructured data; creating, based on the obtained at least partially unstructured data, at
A system and method for automatically generating reports. The method includes: retrieving reporting requirements for an enterprise; obtaining, based on the retrieved reporting requirements, at least partially unstructured data; creating, based on the obtained at least partially unstructured data, at least one template, wherein each template is a structured dataset; and generating, based on the created at least one template and the retrieved reporting requirements, at least one report.
대표청구항▼
1. A method for automatically generating reports, comprising: retrieving reporting requirements for an enterprise;obtaining, based on the retrieved reporting requirements, at least partially unstructured data;creating, based on the obtained at least partially unstructured data, at least one template
1. A method for automatically generating reports, comprising: retrieving reporting requirements for an enterprise;obtaining, based on the retrieved reporting requirements, at least partially unstructured data;creating, based on the obtained at least partially unstructured data, at least one template, wherein each template is a structured dataset;identifying, based on the at least partially unstructured data, at least one key field and at least one value;creating, based on the at least partially unstructured data, a dataset including the at least one key field and the at least one value;analyzing the created dataset to determine at least one reporting parameter, wherein the at least one template is created based on the determined at least one reporting parameter; andgenerating, based on the created at least one template and the retrieved reporting requirements, at least one report. 2. The method of claim 1, further comprising: collecting data indicating at least one enterprise characteristic of the enterprise, wherein the reporting requirements are retrieved based on the enterprise characteristic data. 3. The method of claim 1, wherein the at least partially unstructured data includes at least one electronic document, wherein identifying the at least one key field and the at least one value further comprises: analyzing the at least one electronic document to determine data in the at least one electronic document; andextracting, based on a predetermined list of key fields, at least a portion of the determined data, wherein the at least a portion of the determined data matches at least one key field of the predetermined list of key fields. 4. The method of claim 3, wherein analyzing the at least one electronic document further comprises: performing optical character recognition on the electronic document. 5. The method of claim 4, further comprising: performing a cleaning process on the extracted at least a portion of the determined data. 6. The method of claim 1, further comprising: sending, to at least one reporting authority system, the generated at least one report. 7. The method of claim 1, wherein generating the report further comprises: completing at least one reporting form based on the generated template. 8. The method of claim 7, wherein generating the report further comprises: identifying, based on the retrieved reporting requirements, at least one potential reporting form; andanalyzing each of the at least one potential reporting form to determine whether the generated report must include the potential reporting form, wherein the completed at least one reporting form includes each potential reporting form determined to be included in the generated report. 9. The method of claim 7, wherein the generated at least one report includes a value-added tax report, wherein the completed at least one reporting form includes a value-added tax reclaim request form. 10. A non-transitory computer readable medium having stored thereon instructions for causing a processing circuitry to perform a process, the process comprising: retrieving reporting requirements for an enterprise;obtaining, based on the retrieved reporting requirements, at least partially unstructured data;creating, based on the obtained at least partially unstructured data, at least one template, wherein each template is a structured dataset;identifying, based on the at least partially unstructured data, at least one key field and at least one value;creating, based on the at least partially unstructured data, a dataset including the at least one key field and the at least one value;analyzing the created dataset to determine at least one reporting parameter, wherein the at least one template is created based on the determined at least one reporting parameter; andgenerating, based on the created at least one template and the retrieved reporting requirements, at least one report. 11. A system for automatically generating reports, comprising: a processing circuitry; anda memory, the memory containing instructions that, when executed by the processing circuitry, configure the system to:retrieve reporting requirements for an enterprise;obtain, based on the retrieved reporting requirements, at least partially unstructured data;create, based on the obtained at least partially unstructured data, at least one template, wherein each template is a structured dataset;identify, based on the at least partially unstructured data, at least one key field and at least one value;create, based on the at least partially unstructured data, a dataset including the at least one key field and the at least one value;analyze the created dataset to determine at least one reporting parameter, wherein the at least one template is created based on the determined at least one reporting parameter; andgenerate, based on the created at least one template and the retrieved reporting requirements, at least one report. 12. The system of claim 11, wherein the system is further configured to: collect data indicating at least one enterprise characteristic of the enterprise, wherein the reporting requirements are retrieved based on the enterprise characteristic data. 13. The system of claim 11, wherein the at least partially unstructured data includes at least one electronic document, wherein the system is further configured to: analyze the at least one electronic document to determine data in the at least one electronic document; andextract, based on a predetermined list of key fields, at least a portion of the determined data, wherein the at least a portion of the determined data matches at least one key field of the predetermined list of key fields. 14. The system of claim 13, wherein the system is further configured to: perform optical character recognition on the electronic document. 15. The system of claim 14, wherein the system is further configured to: perform a cleaning process on the extracted at least a portion of the determined data. 16. The system of claim 11, wherein the system is further configured to: send, to at least one reporting authority system, the generated at least one report. 17. The system of claim 11, wherein the system is further configured to: complete at least one reporting form based on the generated template. 18. The system of claim 17, wherein the system is further configured to: identify, based on the retrieved reporting requirements, at least one potential reporting form; andanalyze each of the at least one potential reporting form to determine whether the generated report must include the potential reporting form, wherein the completed at least one reporting form includes each potential reporting form determined to be included in the generated report. 19. The system of claim 17, wherein the generated at least one report includes a value-added tax report, wherein the completed at least one reporting form includes a value-added tax reclaim request form.
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