Systems and methods for digital document exchange
AssigneeJPMorgan Chase Bank, N.A.
InventorsLakshmi Polavarapu, Vijay Misra
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Abstract
Systems and methods for digital document exchange are disclosed. According to an embodiment, a method for digital document exchange may include: (1) receiving, by a document exchange computer program, a document; (2) ingesting, by the document exchange computer program, the document; (3) identifying, by the document exchange computer program, a folder for the document; (4) storing, by the document exchange computer program, the document in the folder; (5) identifying, by the document exchange computer program, a target for the document; and (6) notifying, by the document exchange computer program, the target that the document was received.
Claims15
A method for digital document exchange, comprising:
- receiving, by a document exchange computer program, a document;
- ingesting, by the document exchange computer program, the document;
- identifying, by the document exchange computer program, a folder for the document;
- storing, by the document exchange computer program, the document in the folder;
- identifying, by the document exchange computer program, a target for the document;
- notifying, by the document exchange computer program, the target that the document was received;
- generating, by the document exchange computer program, a checklist using a trained machine learning engine that is trained to predict documents required for a transaction type;
- and
- updating, by the document exchange computer program, the checklist to reflect receipt of the document.
A non-transitory computer readable storage medium, including instructions stored thereon, which when read and executed by one or more computer processors, cause the one or more computer processors to perform steps comprising:
- receiving a document;
- ingesting the document;
- identifying a folder for the document;
- storing the document in the folder;
- identifying a target for the document;
- notifying the target that the document was received;
- generating a checklist using a trained machine learning engine that is trained to predict documents required for a transaction type;
- and
- updating the checklist to reflect receipt of the document.
A method for digital document exchange, comprising:
- receiving, by a document exchange computer program, a document;
- ingesting, by the document exchange computer program, the document;
- identifying, by the document exchange computer program, a folder for the document;
- storing, by the document exchange computer program, the document in the folder;
- identifying, by the document exchange computer program, a target for the document;
- notifying, by the document exchange computer program, the target that the document was received;
- comparing, by the document exchange computer program, the document to a prior version of the document to identify a change;
- determining, by the document exchange computer program and using a large language model, an importance of the change;
- and
- providing, by the document exchange computer program, the change and the importance of the change to the target.
Dependencies are inferred from the claim text.