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US 12,675,632 B2Granted
Systems and methods for improved user-reviewer interaction using enhanced electronic documents
AssigneeBold Limited
InventorsJohn Glase, Kip Daynard, James Freudlich
Life of this patent
Estimating the term…
Abstract
This present application relates to an enhanced document having a collection of fields including human readable information as well as machine retrievable information to create a collection of information relating to an applicant. The document includes both established segments relating to a first set of determined categories and a second group of data sets that are affiliated with the first set to provide an enhanced group of criteria for the applicant. The supplemental information is retrievable by use of one or more actuatable buttons that connect the user to a website to obtain the requested information.
Claims20
A method for facilitating user and reviewer interaction, comprising:
- receiving, via an upload, an enhanced document comprising an exported file associated with a user, wherein the enhanced document comprises:
- a section of information associated with the user;
- and
- an interactive element embedded therein prior to the upload, wherein an appearance of the interactive element is based on a style template applied to the enhanced document prior to the upload;
- providing the enhanced document to a reviewer as a stand-alone document;
- detecting a reviewer interaction with the interactive element based on receiving an indication of selection, by the reviewer, of the interactive element embedded within the enhanced document comprising the exported file,
- in response to receiving the indication of the selection, by the reviewer, of the interactive element embedded within the enhanced document, executing, by a document-interaction platform, logic associated with the interactive element to facilitate communication between the reviewer and the user;
- generating a user notification based on the reviewer interaction with the interactive element;
- sending, via a user dashboard for displaying notifications associated with tracked interactions between the reviewer and the interactive element embedded in the enhanced document, the user notification to the user, wherein the user notification comprises a request for the user to provide a confirmation of availability of the user;
- and
- receiving the confirmation of the availability of the user.
8 more elements
A non-transitory computer-readable medium storing program code for causing a processing system to perform steps of:
- receiving, via an upload, an enhanced document comprising an exported file associated with a user, wherein the enhanced document comprises:
- a section of information associated with the user;
- and
- an interactive element embedded therein prior to the upload, wherein an appearance of the interactive element is based on a style template applied to the enhanced document prior to the upload;
- providing the enhanced document to a reviewer as a stand-alone document;
- detecting a reviewer interaction with the interactive element based on receiving an indication of selection, by the reviewer, of the interactive element embedded within the enhanced document comprising the exported file;
- in response to receiving the indication of the selection, by the reviewer, of the interactive element embedded within the enhanced document executing, by a document-interaction platform, logic associated with the interactive element to facilitate communication between the reviewer and the user;
- generating a user notification based on the reviewer interaction with the interactive element;
- sending, via a user dashboard for displaying notifications associated with tracked interactions between the reviewer and the enhanced document, the user notification to the user, wherein the user notification comprises a request for the user to provide a confirmation of availability of the user;
- and
- receiving the confirmation of the availability of the user.
8 more elements
A method for facilitating user and reviewer interaction, comprising:
- receiving, via an upload, an enhanced document comprising an exported file associated with a user, wherein the enhanced document comprises:
- a section of information associated with the user;
- and
- an interactive element embedded therein,
- receiving, from a reviewer, an indication of selection of the interactive element;
- generating a preview of the enhanced document, including:
- determining, based on the interactive element, that an updated enhanced document is available, wherein the updated enhanced document includes an update to the section of information;
- retrieving the updated enhanced document;
- and
- displaying the updated enhanced document;
- providing the enhanced document to the reviewer as a stand-alone document;
- detecting a reviewer interaction with the interactive element based on receiving an indication of selection, by the reviewer, of the interactive element embedded within the enhanced document comprising the exported file;
- in response to receiving the indication of the selection, by the reviewer, of the interactive element embedded within the enhanced document, executing, by a document-interaction platform, logic associated with the interactive element to facilitate communication between the reviewer and the user;
- generating a user notification based on the reviewer interaction with the interactive element;
- and
- sending, via a user dashboard, the user notification to the user.
13 more elements
Dependencies are inferred from the claim text.