Intelligent auto-fill transaction data
OwnerJohn Flora, Matthew Homierinventors
Life of this patent
Estimating the term…
Abstract
A menu of candidate entries for a category field of a transaction is presented. A best candidate is identified based on partial user input in a category field and on additional descriptive information about the transaction, such as whether it is an expense transaction or an income transaction. The category field is tentatively populated according to the identification of best candidate. The user can accept the suggested entry, or override it.
Claims63
A computer-implemented method for automatically presenting a best candidate entry for a field for a transaction, the method comprising:
- obtaining a list of candidate entries for the field;
- receiving user-entered input for the field, the user-entered input comprising a character string comprising at least one character;
- receiving additional descriptive information for the transaction;
- responsive to both the character string and the additional descriptive information, identifying at least one best candidate entry from the list of candidate entries;
- displaying a menu comprising a plurality of candidate entries including the identified at least one best candidate entry;
- and
- highlighting, within the menu, at least one identified best candidate entry.
A computer-implemented method for automatically populating a field for a transaction, the method comprising:
- receiving user-entered input for the field, the user-entered input comprising a character string comprising at least one character;
- receiving additional descriptive information for the transaction;
- responsive to both the character string and the additional descriptive information, identifying a best candidate entry from a list;
- populating the field with the identified best candidate entry.
A computer-implemented method for selecting a candidate entry for a field for a transaction, the method comprising:
- receiving user-entered input for the transaction, the user-entered input comprising a character string comprising at least one character:
- receiving additional descriptive information for the transaction;
- identifying at least two candidate entries containing the character string;
- and
- identifying a default among the candidate entries, based on the additional descriptive information;
- and
- tentatively populating the field using the default candidate entry.
A computer-implemented method for presenting a list of candidate entries for a field for a transaction, the method comprising:
- receiving user-entered input for the transaction, the user-entered input comprising a character string comprising at least one character:
- receiving additional descriptive information for the transaction;
- identifying at least two candidate entries containing the character string;
- and
- sorting the identified candidate entries according to the user-entered additional descriptive information;
- and
- displaying a list containing the identified candidate entries.
A computer program product for automatically presenting a best candidate entry for a field for a transaction, the computer program product comprising:
- a computer-readable medium;
- and
- computer program code, encoded on the medium, for:
- obtaining a list of candidate entries for the field;
- receiving user-entered input for the field, the user-entered input comprising a character string comprising at least one character;
- receiving additional descriptive information for the transaction;
- responsive to both the character string and the additional descriptive information, identifying at least one best candidate entry from the list of candidate entries;
- displaying a menu comprising a plurality of candidate entries including the identified at least one best candidate entry;
- and
- highlighting, within the menu, at least one identified best candidate entry.
A computer program product for automatically populating a field for a transaction, the computer program product comprising:
- a computer-readable medium;
- and
- computer program code, encoded on the medium, for:
- receiving user-entered input for the field, the user-entered input comprising a character string comprising at least one character;
- receiving additional descriptive information for the transaction;
- responsive to both the character string and the additional descriptive information, identifying a best candidate entry from a list;
- populating the field with the identified best candidate entry.
A system for automatically presenting a best candidate entry for a field for a transaction, the system comprising:
- a user interface module, for obtaining a list of candidate entries for the field;
- an input device, for receiving user-entered input for the field, the user-entered input comprising a character string comprising at least one character, and for receiving additional descriptive information for the transaction;
- a processor for, responsive to both the character string and the additional descriptive information, identifying at least one best candidate entry from the list of candidate entries;
- and
- an output device, for displaying a menu comprising a plurality of candidate entries including the identified at least one best candidate entry, and for highlighting, within the menu, at least one identified best candidate entry.
A system for automatically populating a field for a transaction, the system comprising:
- an input device, for receiving user-entered input for the field, the user-entered input comprising a character string comprising at least one character, and for receiving additional descriptive information for the transaction;
- a processor for, responsive to both the character string and the additional descriptive information, identifying a best candidate entry from a list;
- an output device, for populating the field with the identified best candidate entry and for displaying the populated field.
Dependencies are inferred from the claim text.