# US 11,908,021 B2 · Smart notepad for improved workflow efficiency for insurance claim associates > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 11,908,021 B2 - Document ID: US11908021B2 - Status: Granted - Kind: B2 - Application number: 17/900,021 - Filed: 2022-08-31 - Published: 2022-12-29 - Granted: 2024-02-20 - Earliest claimed: 2014-12-11 - Assignees: State Farm Mutual Automobile Insurance Company - Applicants: State Farm Mutual Automobile Insurance Company - Inventors: John H. Jenkins; Andrew J. Feit; Christina M. Boring; Chadd Eugene Grove; Brent D. Hellewell; Beth Craig; Kevin Stuepfert; Robert S. Loy; Scott M. Wirtjes; Scott E. Lackey; Manuela Holt; David Kuriyan Schuster; Jeremy M. Miller - Web page: https://patentgrep.com/patent/US11908021B2 ## CPC - G06Q 40/08: Insurance - 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 ## Abstract A computer-implemented method includes presenting, by a workbench application, a first user interface that includes a notes field in which free-form text may be entered by the user, receiving, by the workbench application, free-form text that the user entered in the notes field, analyzing, by the workbench application, the free-form text to identify relevant keyword(s), and presenting a second user interface for a data reporting application. The method also includes identifying, by the workbench application, one or more data entry fields of the second user interface corresponding to the keyword(s), automatically populating, by the workbench application and via an API, the one or more data entry fields of the second user interface based upon the one or more keywords, and causing, by the workbench application via the API, the linked data reporting application to store data for the one or more data entry fields in a data storage record. ## Claims ### Claim 1 A computer-implemented method, comprising: presenting to a user, by a workbench application executing on a computing device, a first user interface, wherein the first user interface includes one or more notes fields in which free-form text may be entered by the user, and the first user interface is presented on one or more display screens; receiving, by the workbench application and via one or more input devices and the first user interface, free-form text that the user entered in at least one of the one or more notes fields; analyzing, by the workbench application, the received free-form text to identify one or more relevant keywords; presenting to the user, by the computing device, a second user interface for a data reporting application executing on the computing device, wherein the second user interface is presented on at least one of the one or more display screens, and the workbench application is linked to the data reporting application via an application programming interface (API); identifying, by the workbench application, one or more data entry fields of the second user interface corresponding to the one or more keywords; automatically populating, by the workbench application and via the API, the one or more data entry fields of the second user interface based upon the one or more keywords; and causing, by the workbench application via the API, the linked data reporting application to store data for the one or more data entry fields in a data storage record. ### Claim 2 (depends on 1) The computer-implemented method of claim 1, wherein analyzing the received free-form text to identify the one or more keywords includes analyzing the received free-form text to identify one or more words describing a location. ### Claim 3 (depends on 2) The computer-implemented method of claim 2, wherein automatically populating the one or more data entry fields includes automatically populating a location field using the one or more words describing the location. ### Claim 4 (depends on 1) The computer-implemented method of claim 1, wherein analyzing the received free-form text to identify the one or more keywords includes analyzing the received free-form text to identify a name of a person. ### Claim 5 (depends on 4) The computer-implemented method of claim 4, wherein automatically populating the one or more data entry fields includes automatically populating an involved person field using the name of the person. ### Claim 6 (depends on 1) The computer-implemented method of claim 1, wherein analyzing the received free-form text to identify the one or more keywords includes analyzing the received free-form text to identify one or more of (i) a make of a vehicle, (ii) a model of the vehicle, or (iii) a year of the vehicle. ### Claim 7 (depends on 1) The computer-implemented method of claim 1, wherein automatically populating the one or more data entry fields includes automatically populating one or more involved vehicle fields using the one or more of (i) the make of the vehicle, (ii) the model of the vehicle, or (iii) the year of the vehicle. ### Claim 8 (depends on 1) The computer-implemented method of claim 1, wherein: receiving the free-form text that the user entered in the one or more notes fields includes receiving an indication of a first notes category, among a plurality of notes categories, in which the free-form text was entered; and analyzing the received free-form text to identify the one or more keywords includes analyzing the received free-form text according to one or more rules corresponding to the first notes category. ### Claim 9 (depends on 1) The computer-implemented method of claim 1, wherein the data storage record represents a report of a loss causing event. ### Claim 10 A computing system, comprising: one or more display screens; one or more input devices; and one or more processors configured to execute a workbench application to: present a first user interface to a user, wherein the first user interface includes one or more notes fields in which free-form text may be entered by the user, and the first user interface is presented on at least one of the one or more display screens; receive, via and the one or more input devices and the first user interface, free-form text that the user entered in at least one of the one or more notes fields; analyze the received free-form text to identify one or more relevant keywords; present a second user interface for a data reporting application to the user, wherein the second user interface is presented on at least one of the one or more display screens, and the workbench application is linked to the data reporting application via an application programming interface (API); identify one or more data entry fields of the second user interface corresponding to the one or more keywords; automatically populate, via the API, the one or more data entry fields of the second user interface based upon the one or more keywords; and cause, via the API, the linked data reporting application to store data for the one or more data entry fields in a data storage record. ### Claim 11 (depends on 10) The computing system of claim 10, wherein analyzing the received free-form text to identify the one or more keywords includes analyzing the received free-form text to identify one or more words describing a location. ### Claim 12 (depends on 11) The computing system of claim 11, wherein automatically populating the one or more data entry fields includes causing, via the API, the linked data reporting application to populate a location field using the one or more words describing the location. ### Claim 13 (depends on 10) The computing system of claim 10, wherein analyzing the received free-form text to identify the one or more keywords includes analyzing the received free-form text to identify a name of a person. ### Claim 14 (depends on 13) The computing system of claim 13, wherein automatically populating the one or more data entry fields includes causing, via the API, the linked data reporting application to populate an involved person field using the name of the person. ### Claim 15 (depends on 10) The computing system of claim 10, wherein analyzing the received free-form text to identify the one or more keywords includes analyzing the received free-form text to identify one or more of (i) a make of a vehicle, (ii) a model of the vehicle, or (iii) a year of the vehicle. ### Claim 16 (depends on 10) The computing system of claim 10, wherein automatically populating the one or more data entry fields includes causing, via the API, the linked data reporting application to populate one or more involved vehicle fields using the one or more of (i) the make of the vehicle, (ii) the model of the vehicle, or (iii) the year of the vehicle. ### Claim 17 (depends on 10) The computing system of claim 10, wherein: receiving the free-form text that the user entered in the one or more notes fields includes receiving an indication of a first notes category, among a plurality of notes categories, in which the free-form text was entered; and analyzing the received free-form text to identify the one or more keywords includes analyzing the received free-form text according to one or more rules corresponding to the first notes category. ### Claim 18 (depends on 10) The computing system of claim 10, wherein the data storage record represents a report of a loss causing event. ### Claim 19 One or more non-transitory, computer-readable media storing instructions that, when executed by one or more processors, cause the one or more processors to execute a workbench application to: present a first user interface to a user, wherein the first user interface includes one or more notes fields in which free-form text may be entered by the user, and the first user interface is presented on one or more display screens; receive, via one or more input devices and the first user interface, free-form text that the user entered in at least one of the one or more notes fields; analyze the received free-form text to identify one or more relevant keywords; present a second user interface for a data reporting application to the user, wherein the second user interface is presented on at least one of the one or more display screens, and the workbench application is linked to the data reporting application via an application programming interface (API); identify one or more data entry fields of the second user interface corresponding to the one or more keywords; automatically populate, via the API, the one or more data entry fields of the second user interface based upon the one or more keywords; and cause, via the API, the linked data reporting application to store data for the one or more data entry fields in a data storage record. ### Claim 20 (depends on 19) The one or more non-transitory, computer-readable media of claim 19, wherein the instructions, when executed by the one or more processors, cause the workbench application to: receive the free-form text that the user entered in the one or more notes fields by receiving an indication of a first notes category, among a plurality of notes categories, in which the free-form text was entered; and analyze the received free-form text to identify the one or more keywords by analyzing the received free-form text according to one or more rules corresponding to the first notes category.