# US 11,907,904 B2 · Systems and methods for intelligent forms automation

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- Number: US 11,907,904 B2
- Document ID: US11907904B2
- Status: Granted
- Kind: B2
- Application number: 16/858,171
- Filed: 2020-04-24
- Published: 2020-10-29
- Granted: 2024-02-20
- Earliest claimed: 2019-04-26
- Assignees: Open Text Corporation
- Applicants: Open Text Corporation
- Inventors: Mark Nicholas Jackson
- Web page: https://patentgrep.com/patent/US11907904B2

## CPC

- G06Q 10/10: Office automation; Time management
- G06F 16/254: {Extract, transform and load [ETL] procedures, e.g. ETL data flows in data warehouses}
- G06F 16/958: Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
- G06F 40/174: Form filling; Merging
- G06F 40/186: Templates
- G06Q 10/067: Enterprise or organisation modelling
- G06Q 30/016: After-sales
- H04L 63/102: {Entity profiles}
- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- G06F 3/04847: Interaction techniques to control parameter settings, e.g. interaction with sliders or dials
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)

## Abstract

Disclosed is a new intelligent forms automation solution for receiving a request or submission involving multiple types of non-native forms in a consistent manner. An engine locates a field in a non-native form, extracts a globally unique identifier (GUID) from the field and form data from data fields of the non-native form. The GUID is used by the engine to identify and retrieve a virtual copy of a native form identified. The engine fills the virtual copy of the native form with form data from the non-native form. Since the native form can have an associated workflow process, the form data from the non-native form is processed through the workflow. The native form and the non-native form can be created independently of one another. In some cases, a native form can be used to create a non-native form with a hidden field containing the GUID of the native form.

## Claims

### Claim 1

A method for intelligent forms automation, the method comprising:
receiving, by a form processing engine running on a server machine operating in an enterprise computing environment, a request or submission involving a non-native form, wherein the non-native form has a previously added non-visible hidden field comprising a globally unique identifier (GUID) shared by a plurality of other non-native forms, wherein the GUID identifies a first native form of a plurality of different native forms stored on a server, the first native form processable by the form processing engine prior to the non-native form being made accessible by end users, wherein each non-native form is associated with a respective workflow;
locating, by the form processing engine, the previously added field in the non-native form;
extracting, by the form processing engine, the GUID that identifies the first native form of the plurality of native forms from the previously added field and form data from data fields of the non-native form;
retrieving, by the form processing engine utilizing the GUID, a virtual copy of the first native form identified by the GUID;
populating, by the form processing engine, the virtual copy of the first native form with the form data from the data fields of the non-native form by mapping the data fields of the non-native form with data fields from the native form; and
processing, by the form processing engine, the virtual copy of the first native form according to the respective workflow associated with the first non-native form.

### Claim 2 (depends on 1)

The method according to claim 1, wherein the non-native form includes same or overlapping data fields required in the first native form.

### Claim 3 (depends on 1)

The method according to claim 1, wherein the non-native form comprises a portable document format (PDF) form or a Web form.

### Claim 4 (depends on 3)

The method according to claim 3, further comprising:
obtaining or receiving the GUID from a user permitted to access the first native form;
creating the non-visible hidden field in the PDF form; and
placing the GUID in the hidden field in the PDF form to thereby associate the PDF form with the first native form through the GUID in the hidden field in the PDF form.

### Claim 5 (depends on 3)

The method according to claim 3, further comprising:
obtaining or receiving the GUID from a user permitted to access the first native form; and
embedding the GUID in a form parameter in source code of the Web form to thereby associate the Web form with the first native form through the GUID in the form parameter in the source code of the Web form.

### Claim 6 (depends on 1)

The method according to claim 1, further comprising:
responsive to a user instruction to create an editable native form from a non-native form, obtaining source code of the non-native form, parsing the source code to identify fields, extracting the fields and values associated therewith, and creating the editable native form using the fields and values associated therewith thus extracted from the non-native form, the editable native form editable through a form design tool.

### Claim 7 (depends on 1)

The method according to claim 1, further comprising:
responsive to a user instruction to create a Web form from a published native form, obtaining fields in the published native form without formatting information, generating source code of the Web form using the fields obtained from the published native form, and presenting the source code of the Web form through a user interface on a user device.

### Claim 8

A system for intelligent forms automation, the system comprising:
a processor;
a non-transitory computer-readable medium; and
stored instructions translatable by the processor for:
receiving a request or submission involving a non-native form, wherein the non-native form has a previously added non-visible hidden field comprising a globally unique identifier (GUID) shared by a plurality of other non-native forms, wherein the GUID identifies a first native form of a plurality of different native forms stored on a server, the first native form processable by the form processing engine prior to the non-native form being made accessible by end users, wherein each non-native form is associated with a respective workflow;
locating the previously added field in the non-native form;
extracting the GUID that identifies the first native form of the plurality of native forms from the previously added field and form data from data fields of the non-native form;
retrieving, utilizing the GUID, a virtual copy of the first native form identified by the GUID;
populating the virtual copy of the first native form with the form data from the data fields of the non-native form by mapping the data fields of the non-native form with data fields from the native form; and
processing the virtual copy of the first native form according to the respective workflow associated with the first non-native form.

### Claim 9 (depends on 8)

The system of claim 8, wherein the non-native form includes same or overlapping data fields required in the first native form.

### Claim 10 (depends on 8)

The system of claim 8, wherein the non-native form comprises a portable document format (PDF) form or a Web form.

### Claim 11 (depends on 10)

The system of claim 10, wherein the stored instructions are further translatable by the processor for:
obtaining or receiving the GUID from a user permitted to access the first native form;
creating the non-visible hidden field in the PDF form; and
placing the GUID in the hidden field in the PDF form to thereby associate the PDF form with the first native form through the GUID in the hidden field in the PDF form.

### Claim 12 (depends on 10)

The system of claim 10, wherein the stored instructions are further translatable by the processor for:
obtaining or receiving the GUID from a user permitted to access the first native form; and
embedding the GUID in a form parameter in source code of the Web form to thereby associate the Web form with the first native form through the GUID in the form parameter in the source code of the Web form.

### Claim 13 (depends on 8)

The system of claim 8, wherein the stored instructions are further translatable by the processor for:
responsive to a user instruction to create an editable native form from a non-native form, obtaining source code of the non-native form, parsing the source code to identify fields, extracting the fields and values associated therewith, and creating the editable native form using the fields and values associated therewith thus extracted from the non-native form, the editable native form editable through a form design tool.

### Claim 14 (depends on 8)

The system of claim 8, wherein the stored instructions are further translatable by the processor for:
responsive to a user instruction to create a Web form from a published native form, obtaining fields in the published native form without formatting information, generating source code of the Web form using the fields obtained from the published native form, and presenting the source code of the Web form through a user interface on a user device.

### Claim 15

A computer program product for intelligent forms automation, the computer program product comprising a non-transitory computer-readable medium storing instructions translatable by a processor of an intelligent forms automation platform for:
receiving a request or submission involving a non-native form, wherein the non-native form has a previously added non-visible hidden field comprising a globally unique identifier (GUID) shared by a plurality of other non-native forms, wherein the GUID identifies a first native form of a plurality of different native forms stored on a server, the first native form processable by the form processing engine prior to the non-native form being made accessible by end users, wherein each non-native form is associated with a respective workflow;
locating the previously added field in the non-native form;
extracting the GUID that identifies the first native form of the plurality of native forms from the previously added field and form data from data fields of the non-native form;
retrieving, utilizing the GUID, a virtual copy of the first native form identified by the GUID;
populating the virtual copy of the first native form with the form data from the data fields of the non-native form by mapping the data fields of the non-native form with data fields from the native form; and
processing the virtual copy of the first native form according to the respective workflow associated with the first non-native form.

### Claim 16 (depends on 15)

The computer program product of claim 15, wherein the non-native form comprises a portable document format (PDF) form or a Web form.

### Claim 17 (depends on 16)

The computer program product of claim 16, wherein the instructions are further translatable by the processor for:
obtaining or receiving the GUID from a user permitted to access the first native form;
creating the non-visible hidden field in the PDF form; and
placing the GUID in the hidden field in the PDF form to thereby associate the PDF form with the first native form through the GUID in the hidden field in the PDF form.

### Claim 18 (depends on 16)

The computer program product of claim 16, wherein the instructions are further translatable by the processor for:
obtaining or receiving the GUID from a user permitted to access the first native form; and
embedding the GUID in a form parameter in source code of the Web form to thereby associate the Web form with the first native form through the GUID in the form parameter in the source code of the Web form.

### Claim 19 (depends on 15)

The computer program product of claim 15, wherein the instructions are further translatable by the processor for:
responsive to a user instruction to create an editable native form from a non-native form, obtaining source code of the non-native form, parsing the source code to identify fields, extracting the fields and values associated therewith, and creating the editable native form using the fields and values associated therewith thus extracted from the non-native form, the editable native form editable through a form design tool.

### Claim 20 (depends on 15)

The computer program product of claim 15, wherein the instructions are further translatable by the processor for:
responsive to a user instruction to create a Web form from a published native form, obtaining fields in the published native form without formatting information, generating source code of the Web form using the fields obtained from the published native form, and presenting the source code of the Web form through a user interface on a user device.