WO2016049687A1 - Document management systems and methods - Google Patents
Document management systems and methods Download PDFInfo
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- WO2016049687A1 WO2016049687A1 PCT/AU2015/000600 AU2015000600W WO2016049687A1 WO 2016049687 A1 WO2016049687 A1 WO 2016049687A1 AU 2015000600 W AU2015000600 W AU 2015000600W WO 2016049687 A1 WO2016049687 A1 WO 2016049687A1
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- WIPO (PCT)
- Prior art keywords
- transaction
- consumer
- data
- server
- purchases
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Classifications
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- 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
- G06Q30/00—Commerce
- G06Q30/01—Customer relationship services
- G06Q30/012—Providing warranty services
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- 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
- G06Q30/00—Commerce
- G06Q30/04—Billing or invoicing
Definitions
- the present invention relates to systems and methods for documentation management and in particular to systems and methods for managing documentation relating to transaction receipts and/or warranties for purchases.
- the invention has been developed primarily for use as an improved system and method for managing documentation relating to transaction receipts and/or warranties for purchases and will be described hereinafter with reference to this application.
- this invention may be used for managing health records issued by hospitals or for managing certificates/mark lists/grades from educational institutions or any document associated with the consumer bank statements, loan statements, employment records, or the like.
- System would also allow sharing of records with associated professionals like health records with doctors, tax receipts with accountants/auditors, employment records with prospective employer, etc.
- the independent record may or may not include a scanned copy or photograph of the receipt or purchase documentation. Again in this case, the purchaser requires a high level of commitment to updating the purchase records in the mobile application and indeed many such applications do not allow recording of a scanned copy of the original receipts.
- a system and method adapted for sending of such receipt or service records automatically to the consumer at the time of the transaction (or as soon as practical thereafter) via communications protocols for example via an email protocol (e.g. SMTP) or similar protocol, for example web services protocol such as Representational State Transfer (REST). If the communication identifier is not presented, the system may continue with printing the transaction receipt in paper form in store at the point of sale.
- email protocol e.g. SMTP
- REST Representational State Transfer
- the store point-of-sale (POS) system and/or terminal may be specifically adapted to communicate with a server - either controlled by the store or by an external provider or both, wherein this server is adapted to receive data from the POS terminal/system with appropriate validations and verifications and the data received comprises transaction data related either to a transaction made by the consumer or to a particular service consumed by the consumer.
- This server may reformat the transaction data into a suitable format before communicating with a server associated with an account associated with the consumer.
- the POS terminal/system may be adapted to communicate directly (i.e. not requiring interaction with an intermediate server) with the server associated with the consumer's account.
- the data is received by the server associated with the consumer' s account and the consumer is notified of receipt of the transaction record in the usual manner.
- the server linked to the consumer's account may be associated with a transaction database such that correspondence (e.g. email or similar electronic communication) received by the consumer's server relating to a transaction is processed by a transaction server processor and the transaction data is stored in a transaction record located on the transaction database and associated with the consumer's account/ communication identifiers.
- correspondence e.g. email or similar electronic communication
- the consumer's account may be linked to one or more communication identifiers including any email address to receive online receipts or transaction records.
- the communication identifier may comprise an email addresses wherein the consumer server is adapted to communicate with the consumer via email communication; or the communication identifier may comprise a mobile phone number and the consumer server may be adapted to sending a SMS alert to the consumer's mobile phone.
- Alternative communication identifiers and relevant consumer server adaptations are also envisaged as would be appreciated by the skilled addressee.
- the consumer server may also look-up external systems/databases/servers to determine relevant metadata (for example, expense category, the supply source of the goods or services, etc.), and/or details associated with an incoming transaction.
- relevant metadata for example, expense category, the supply source of the goods or services, etc.
- the consumer server associated with consumer's account may be configured to parse the transaction data communicated from the point of sale and also may parse one or more metadata fields of the communication to capture the transaction data associated with the consumer's purchase and to store such transaction data in a transaction record located on a transaction database.
- the consumer server may use a template to display the transaction records for the user. One or more templates may be available for the user to view transaction records.
- a method for managing a plurality of documents associated with one or a plurality of purchases may comprise providing at a point of sale terminal/system, a means for recording an electronic communication identifier associated with a consumer.
- the method may further comprise associating the electronic communication identifier with a transaction record in relation to a purchase by the consumer.
- the method may further comprise electronically transmitting details relating to a consumer server comprising a consumer account associated with said consumer.
- a method for managing a plurality of documents associated with one or a plurality of purchases comprising: providing at a point of sale terminal/system a means for recording an electronic communication identifier associated with a consumer; associating the electronic communication identifier with a transaction record in relation to a purchase by the consumer; and electronically transmitting details relating to a consumer server comprising a consumer account associated with said consumer.
- the electronic communication identifier may comprise an email address or addresses controlled by the purchaser.
- the communication identifier may also be in form of uniform resource identifier (URI) scheme as would be appreciated by the skilled addressee.
- the electronic communication identifier may comprise a telephonic identifier adapted to receive transaction data and controlled by said purchaser.
- the telephonic identifier may be associated with a mobile computing device, for example a smart phone or tablet device, and the consumer server may be adapted to communicate with the telephonic device using a mobile or cellular telephonic network.
- the details relating to the transaction record may comprise transaction data relating to one or more of the group comprising: transaction date; transaction value; tax data associated with the transaction; warranty data associated with said transaction; product information associated with the goods comprising the transaction.
- the data repository may comprise a database or equivalent system associated with the email address controlled by the purchaser.
- the method may further comprise the step of permitting the purchaser to define one or a plurality of predefined transactions relating to intended purchases.
- the method may further comprise the step of, when the transmitted details are received, the received transaction details may be checked against the predefined transactions.
- a predefined transaction here refers to the purchase items or services that the consumer intends to buy or consume.
- the method may further comprise the step of flagging the transaction as incomplete soon after the purchase with appropriate notifications to the consumer - so as to avoid a revisit to the store. This flagging of transaction and/or notification to the consumer will not alter the transaction record received.
- the software used by consumer in a device
- a system for managing a plurality of documents associated with one or a plurality of purchases may comprise a server adapted to receive electronic communication comprising a transaction record in relation to the purchase.
- the transaction record may comprise transaction data.
- the server may comprise a database adapted for storing said transaction data related to the purchase.
- the server may further comprise a processing module adapted for processing said transaction data for the purpose of categorising said transaction record.
- a system for managing a plurality of documents associated with one or a plurality of purchases comprising: a server adapted to receive electronic communication comprising a transaction record in relation to said purchase, said transaction record comprising transaction data, said server comprising: a database adapted for storing said transaction data related to said purchase; and a processing module adapted for processing said transaction data for the purpose of categorising said transaction record.
- a system for viewing transaction records via one or more of web and/or mobile applications may be adapted to interface with a data repository (database) and/or via a consumer server comprising an account associated with the consumer.
- the data repository may comprise transaction records and/or service records relating to the consumer's purchases.
- the web and/or mobile applications may be adapted to utilise one or more templates which help the display of records under a particular category. For example, particular arrangements may comprise templates adapted to display the consumer's transactions and/or purchases based on a particular time period (e.g. each week or month)during which the transaction took place.
- the web and/or mobile applications may be adapted to flag (i.e.
- a sensory signal such as, for example, an audio and/or visual signal
- a transaction as incomplete by comparing the predefined transaction(s) (intended items a consumer want to buy) and the actual transaction.
- the comparison may not necessarily happen within a category (say a category of Books or say a category of Grocery Items).
- a system for viewing transaction records via one or more of web and/or mobile applications that interface with a data repository comprising transaction records and/or service records relating to the consumer's purchases wherein the web and/or mobile applications comprising templates adapted to display the consumer's transactions and/or purchases based on a particular time period and wherein the web and/or mobile applications are adapted to store intended purchases and remind/alarm/notify the missing item on the same category purchase.
- the apparatus, system or method may also comprise one or more of any of the following either taken alone or in any suitable combination.
- Figure 1 is a conceptual configuration of an arrangement of a system relating to a document management system according to a first aspect
- Figure 2 is schematic representation of a method for managing a plurality of documents associated with one or a plurality of purchases.
- Figure 3 is a schematic representation of a computing device adaptable to carry out aspects of the method of Figure 2.
- exemplary is used in the sense of providing examples, as opposed to indicating quality. That is, an "exemplary embodiment” is an embodiment provided as an example, as opposed to necessarily being an embodiment of exemplary quality for example serving as a desirable model or representing the best of its kind.
- the various methods or processes outlined herein may be coded as software that is executable on one or more processors that employ any one of a variety of operating systems or platforms. Additionally, such software may be written using any of a number of suitable programming languages and/or programming or scripting tools, and also may be compiled as executable machine language code or intermediate code that is executed on a framework or virtual machine.
- inventive concepts may be embodied as a computer readable storage medium (or multiple computer readable storage media) (e.g., a computer memory, one or more floppy discs, compact discs, optical discs, magnetic tapes, flash memories, circuit configurations in Field Programmable Gate Arrays or other semiconductor devices, or other non-transitory medium or tangible computer storage medium) encoded with one or more programs that, when executed on one or more computers or other processors, perform methods that implement the various embodiments of the invention discussed above.
- the computer readable medium or media can be transportable, such that the program or programs stored thereon can be loaded onto one or more different computers or other processors to implement various aspects of the present invention as discussed above.
- program or “software” are used herein in a generic sense to refer to any type of computer code or set of computer-executable instructions that can be employed to program a computer or other processor to implement various aspects of embodiments as discussed above. Additionally, it should be appreciated that according to one aspect, one or more computer programs that when executed perform methods of the present invention need not reside on a single computer or processor, but may be distributed in a modular fashion amongst a number of different computers or processors to implement various aspects of the present invention.
- Computer-executable instructions may be in many forms, such as program modules, executed by one or more computers or other devices.
- program modules include routines, programs, objects, components, data structures, etc. that perform particular tasks or implement particular abstract data types.
- functionality of the program modules may be combined or distributed as desired in various embodiments.
- data structures may be stored in computer-readable media in any suitable form.
- data structures may be shown to have fields that are related through location in the data structure. Such relationships may likewise be achieved by assigning storage for the fields with locations in a computer-readable medium that convey relationship between the fields.
- any suitable mechanism may be used to establish a relationship between information in fields of a data structure, including through the use of pointers, tags or other mechanisms that establish relationship between data elements.
- inventive concepts may be embodied as one or more methods, of which an example has been provided.
- the acts performed as part of the method may be ordered in any suitable way. Accordingly, embodiments may be constructed in which acts are performed in an order different than illustrated, which may include performing some acts simultaneously, even though shown as sequential acts in illustrative embodiments.
- a reference to "A and/or B", when used in conjunction with open-ended language such as “comprising” can refer, in one embodiment, to A only (optionally including elements other than B); in another embodiment, to B only (optionally including elements other than A); in yet another embodiment, to both A and B (optionally including other elements); etc.
- the phrase "at least one,” in reference to a list of one or more elements, should be understood to mean at least one element selected from any one or more of the elements in the list of elements, but not necessarily including at least one of each and every element specifically listed within the list of elements and not excluding any combinations of elements in the list of elements.
- This definition also allows that elements may optionally be present other than the elements specifically identified within the list of elements to which the phrase "at least one" refers, whether related or unrelated to those elements specifically identified.
- At least one of A and B can refer, in one embodiment, to at least one, optionally including more than one, A, with no B present (and optionally including elements other than B); in another embodiment, to at least one, optionally including more than one, B, with no A present (and optionally including elements other than A); in yet another embodiment, to at least one, optionally including more than one, A, and at least one, optionally including more than one, B (and optionally including other elements); etc.
- FIG. 1 of the drawings there is depicted a conceptual configuration of an arrangement of a system 100 relating to a document management system in accordance with the present invention.
- a consumer 101 attends a physical store or service provider 103 (having a point of sale terminal) with the intention of making a purchase from the store or service provider.
- a particular service for example, a visit to a general practitioner in the doctors surgery
- the consumer 101 proceeds to be point-of-sale transaction location 105 where the consumer is able to purchase the goods and or pay the requisite fee for receipt of a particular service.
- the POS or POS operator or associated system or terminal may request a communication identifier from the consumer 101.
- the communication identifier may be in the form of an (email) address owned or controlled by consumer 101.
- the communication identifier may comprise a uniform resource identifier (URI) or mobile phone number.
- the POS system/terminal may be adapted to optically/magnetically/electronically read a barcode or similar communication identifier token such as, for example, a two dimensional QR-code 102 or an NFC - Near Field Communication - token..
- the consumer 101 presents the communication identifier to the POS terminal 105 at the time of making a desired purchase.
- Communication identifier 102 may be recorded on a card, for example, a store loyalty card.
- the communication identifier code may be generated and displayed on the display surface of a mobile computing device, such as, for example, a smart phone or tablet device or watch.
- the POS terminal/terminal may be adapted to communicate with a transaction server computing device 107 associated with the POS terminal 105 (or, alternatively, an external server.
- the transaction server computing device 107 or external server comprises a processor and memory (not shown) wherein, transaction data received from POS terminal/system 105 is stored in memory of transaction server 107.
- Transaction data is retrieved from transaction server memory and the transaction server processor parses the transaction data to extract relevant data in order to populate one or more fields of a transaction record which is then associated with the transaction made by consumer 101.
- the processor of transaction server 107 processes the extracted transaction data and composes an electronic communication instance/message, for example, an mail communication adapted to be transmitted to a consumer's server 19 associated with communication identifier 102 which, in typical cases, comprises an email address or an account identifier associated with an account held be consumer 101 (for example, a store account) - controlled or accessible by consumer 101.
- POS terminal/device/system 105 may also directly communicate with the consumer server associated with the communication identifier/account.
- the POS terminal/device 105 (or the transaction server 107 or an external server associated with POS terminal 105) may establish a session with a predetermined identifier and unique credentials with consumer server 109. These predetermined identifier and credentials are issued by the consumer's server.
- Credentials may include tokens generated by one or more algorithms that are used to generate secure tokens. For online stores or service providers this may be in the form of a dedicated software application with or without associated hardware.
- Consumer's server 109 comprises an associated transaction database 111 where the transaction data associated with each purchase made by consumer 101 is stored for future retrieval and/or use.
- Consumer's server 109 comprises a processor (not shown) which is configured to parse the transaction data received in a received communication (message) and to populate data fields of a transaction record associated with the purchase by consumer 101, wherein the transaction record is stored in transaction database 101.
- the transaction data parsed by consumer server 109 processor may include transaction data from the body of the communication and/or metadata associated with the communication, for example data which may be stored in the header of the email communication.
- the consumer's communication identifier e.g. an email address which may be presented in an encoded format such as a one- or two-dimensional barcode such as a QR code
- the consumer's communication identifier may be recorded by a POS terminal/system 105 in communication with store's transaction server 107 or similar appropriate computing device adapted to compose an electronic communication, for example, an email communication or short message (text) communication, with transaction data relating to the consumer's purchase, and to send the electronic communication to be received by consumer's server 109 associated with the consumer's communication identifier (e.g. email) in the usual manner.
- purchases made by consumer 101 at an online store 120 may proceed equivalently to the process as described above in relation to a transaction at a physical store location.
- the online store (which may be embodied by a web application or an associated mobile application) may provide a text field (which is mapped to a pre-determined database filed in the transaction database 111) for the consumer 101 in the "check-out" page of the online store, where consumer can enter their communication identifier (e.g. an email address or plurality of email addresses) in clear text directly to the POS system in a text field 122 provided for such purpose.
- the online store comprises an associated store server device 121 comprising a processor and memory (not shown), wherein the online store server device 121 has email server capabilities such that the transaction data is parsed by the processor of the online store server device 121 to receive and interpret transaction data associated with consumer 101' s online purchase therefore to compose an electronic communication which is then sent in the usual manner to an appropriate consumer' s server computing device associated with an appropriate communication identifier identified by the encoded QR code, for example an email address, URI or mobile phone number, among others,.
- the consumer's server 109 Upon receipt of the electronic communication, the consumer's server 109 (which comprises a suitable processor, not shown) parses the transaction data included in the body and/or header metadata information contained in the electronic communication and populates the data fields of a transaction record which in turn is stored in a transaction database 111 associated with the consumer's server 109.
- server 109 Once the consumer server 109 receives the electronic communication (either email- for online purchases and in store purchases or other form of messages for in store purchases and email for online purchases/consumption of services), server 109 notifies consumer 101 of a new communication in the normal manner for example via a mobile computing device 113 notifications or computer terminal 115 accessible by consumer 101. Consumer 101, once in receipt of the notification from server 109 may access the electronic communication to confirm the transaction data associated with their purchase. The consumer server 109 may automatically categorise the incoming message/transaction data. In a particular example, the consumer server 109 may include a category for transactions relating to the consumer's "Hospital records" under which category, all the consumer hospital related documents may be associated when received in incoming message.
- consumer 101 may be provided with the opportunity to store/save the transaction record for later reference in suitable database e.g. transaction database 111 associated with server 109 or any other suitable database that is convenient for consumer 101.
- suitable database e.g. transaction database 111 associated with server 109 or any other suitable database that is convenient for consumer 101.
- the consumer 101 may store the transaction record locally for example in a database associated with any of the consumer's device e.g. computer terminal 150 or mobile computing device 113 or alternatively with a cloud storage service.
- the consumer's computing device i.e. 113 or 115
- Software application may also be adapted for retrieval of transaction records relating to a particular desired transaction in demand when required by the consumer 101. For example, if the consumer had purchased a good having a particular warranty period, the transaction record may include details of the warranty agreement between the manufacturer of the good and the consumer as well as transaction data relating to the actual purchase.
- the transaction data may comprise data relating to the type of good or service purchased, the date and/or time of purchase or rendering of the service, name, address and/or contact details the retailer from whom the good was purchased, the price for the transaction, the payment method used for the transaction and details of any warranty contract between the manufacturer and the consumer, such as, for example the length of the warranty period and any restrictions on what faults or events which are expressly not covered by the warranty agreement among other relevant data as is appropriate from time -to-time.
- the transaction data may in some arrangements, optionally also include transaction data relating to the receipt typically generated by a POS terminal such as when a credit/debit card transaction is made at a physical store location.
- the consumer when making a purchase, as part of the transaction, the consumer is prompted to present the POS terminal or online store with a communication identifier such as, for example, and email address, for receipt of a transaction record relating to the purchase.
- a communication identifier such as, for example, and email address
- the consumer may present the communication identifier in the form of an encoded image such as a one- or two-dimensional barcode image (e.g. a 2D QR Code), which may be embodied on a physical implement possessed by the consumer, for example printed or otherwise marked (e.g.
- the communication identifier may be generated as a transient image, for example generated by a suitable software application (for example, in a mobile application adapted to receive and process transaction communications and documents) on a mobile communication device and displayed on a screen of the mobile computing device which may be presented to a POS terminal/system suitable adapted to optically scan and decode the communication identifier; or, for online transactions made in a virtual store, for example implemented in a web page presented to a browser on a computing device operated by the consumer, where the communication identifier may be entered into a provided text field as clear text to be interpreted by a transaction server associated with the web page.
- the check-out page served to the consumer via the web browser may include a facility to upload an image representing the communication identifier directly to the transaction server.
- the communication identifier image may be a barcode or QR code image that includes encoded data comprising an email address as the communication identifier.
- the consumer may be more comfortable in providing the communication identifier data in the form of an encoded image as an additional security layer.
- the consumer server (109 of Figure 1) associated with the consumer's communication identifier may conduct additional processing steps on the transaction data in a received transaction record to, for example, make retrieval of specific transaction records easier for the consumer at a later date.
- the consumer server 109 may process the transaction data in such a way so as to categorise or group transaction records automatically upon receiving it.
- the electronic communications generated by the store server e.g.
- 107, 121) may include one or more of the following characteristics in its content (wherein such data may be present in the body of the email communication or in the header and/or metadata included in the email correspondence and may be included as tokens): transaction date/time; Store category or record Type , for example, "Home Furnishings", “Books” or “Gasoline/Petrol Station”, “Food”, “Pharmacy”, “GP” (or “Hospital”) record, "Income Tax Record", or any other suitable business category; Retailer/service provider's name/location/address/contact information; Business registration/identification Number or equivalent (for example, such as the identifying Service Provider Number for a Doctor or medical practitioner); Goods and/or Services tax or other information regarding the payment details or terms of the transaction; the Total transaction Amount (for some cases this can be nil); and/or a Receipt No.
- Store category or record Type for example, "Home Furnishings", “Books” or “Gasoline/P
- any email correspondence will have metadata like 'From' address, 'To' address, 'Subject', etc.
- a new metadata field can be used or existing metadata field may be employed to good use in relation to the present systems.
- One such metadata field is the "Content-Disposition" (used in email communication). This describes the way in which attachments in mails are handled such as, for example, whether to render an image attached to the email inline in the body of the email or not.
- this "Content-Disposition" (metadata) field it is possible to include custom tokens which can, in turn, may be used by the consumer server 109 for categorisation/grouping of incoming online correspondence.
- This metadata included in the Content Disposition metadata field may or may not be specific to transaction data included in the electronic communication.
- consumer server 109 may be able to differentiate between email communication and other forms of communication messages. Though online stores may use email message with metadata to communicate the transaction receipt to consumer server 109 - the store transaction server 107 (or POS system 105 directly) may not necessarily use email to communicate the transaction document to consumer's server - in fact it may use a non-standard/proprietary message to pass the transaction data to consumer server 109. Consumer server 109 may be adapted to receive and process such messages appropriately.
- Method 22 for managing a plurality of documents associated with one or a plurality of purchases comprises the step of providing 201 at a point of sale terminal or interface, a means for recording an electronic communication identifier associated with the purchaser.
- the means for recording the identifier may include a barcode scanner common to retail outlets or service provider locations (e.g. utilising a to scan a barcode provided by the purchaser, where the barcode scanner may consist of a light source, a lens and a light sensor translating optical impulses into electrical ones.
- the barcode reader may also include decoder circuitry for analysing the barcode's image data provided by the sensor and sending the barcode's content (typically in the arrangements disclosed herein the barcode content will be an email address owned or controlled by the consumer) to an output port of the scanner.
- the means for recording the identifier may be an optical recording means such as a camera adapted to capture an image of the identifier (for example as commonly used in conjunction with QR codes as a form of a two-dimensional barcode) where the means may again include decoder circuitry for analysing the barcode's image data provided by the sensor and sending the barcode's content to the output port.
- the method further comprises the step of associating 202 the electronic communication identifier with a transaction record in relation to the consumer's purchase.
- the method further comprises the step of electronically transmitting 203 details relating to said transaction to a data repository associated with the electronic communication identifier.
- the method further comprises the step of categorising 204 the transaction data contained in the electronic communication into meaningful categories, such as for example purchase type or by date or other meaningful category that may be of benefit to the ability of the consumer to retrieve transaction records on demand at a later date without significant difficulty.
- meaningful categories such as for example purchase type or by date or other meaningful category that may be of benefit to the ability of the consumer to retrieve transaction records on demand at a later date without significant difficulty.
- the software application/web application with which consumer views the transaction data may automatically generate one or more communication identifiers to help the consumer 101 with online and in-store purchases.
- the software application may also have appropriate mechanisms/algorithms to authenticate and authorise use of or access to the consumer's account.
- the software application or web application may allow sharing of transaction documents with professionals, for example sharing tax receipts with an accountant or auditor, health records with doctors, employment records with prospective employers, or the like.
- the method further comprises the step of storing 205 the transaction data in a transaction record in a database for future retrieval on demand as required by the consumer.
- the consumer may access the stored transaction records in the transaction database 111 (or, alternatively, from a repository of data in formats like xml, json, text, etc. or a combination of these) with the help of one or more mobile or web-based/internet applications (for example via a web page specifically adapted for retrieval and display of transaction records stored in transaction database 111 and associated with the consumer on demand.
- mobile or web-based/internet applications for example via a web page specifically adapted for retrieval and display of transaction records stored in transaction database 111 and associated with the consumer on demand.
- There may, for example, be software applications stored in a mobile device or computer, which, when such software programs are executed, the consumer is able to access all documents associated with a particular transaction category - say health records or books purchased.
- an internet-enabled application adapted to carry out the methods and processed described herein may allow the consumer to record pre-defined items/services that he/she intends to purchase. Additionally, the application may allow a predefined transaction list to be shared electronically with a point of sale operator (e.g. store) to facilitate purchases.
- a point of sale operator e.g. store
- the internet application may allow the consumer to record pre-defined items/services that he/she intends to purchase.
- the pre-defined intended purchase items may be recorded in one or more category.
- the consumer may record the items to purchase as Milk, Sugar and Coffee under the category -"Grocery".
- consumer may record intended purchases of ⁇ Tale of two cities' and 'The Lord of Rings' under the category 'Books'.
- consumer may proceed with the purchases but may only buy two items (say Sugar and Coffee) and receive the transaction record in the same software application as disclosed herein.
- the software application receives the transaction record, the details relating to the items actually purchased are compared against the list of pre-defined purchases.
- the application may report mismatched items (which maybe under the same category). In the above example, the software application will report that 'Milk' is missing from the transaction record, thus prompting the consumer that they may need to return to the grocery store to purchase the milk. Alternatively, if the intended items are not recorded under any category, then the application may report that items: Milk', ⁇ Tale of two cities' and 'The Lord of Rings' have not been purchased. The reporting of the comparison step between the pre-defined intended purchases and the actual purchases preferably occurs soon after receipt of the transaction record by the software application.
- the software application may automatically add the intended items to be purchased for the day, week, month and/or year and may notify the consumer (soon after receipt of a transaction record) of the items missing from the actual purchases until such items/services are purchased/consumed.
- the method 200 of managing a plurality of documents associated with one or a plurality of purchases (and associated sub methods may be implemented using a computing device / computer system 300, such as that shown in Figure 3 wherein the processes of Figures 1 to 2 may be implemented as software, such as one or more application programs executable within the computing device 300.
- the steps of method(s) are effected by instructions in the software that are carried out within the computer system 300.
- the instructions may be formed as one or more code modules, each for performing one or more particular tasks.
- the software may also be divided into two separate parts, in which a first part and the corresponding code modules performs the described methods and a second part and the corresponding code modules manage a user interface between the first part and the user.
- the software may be stored in a computer readable medium, including the storage devices described below, for example.
- the software is loaded into the computer system 300 from the computer readable medium, and then executed by the computer system 300.
- a computer readable medium having such software or computer program recorded on it is a computer program product.
- the use of the computer program product in the computer system 300 preferably effects an advantageous apparatus for documentation management and in particular to systems and methods for managing documentation relating to transaction receipts and/or warranties for purchases documentation management and in particular to systems and methods for managing documentation relating to transaction receipts and/or warranties for purchases.
- the exemplary computing device 300 can include, but is not limited to, one or more central processing units (CPUs) 301 comprising one or more processors 302, a system memory 303, and a system bus 304 that couples various system components including the system memory 303 to the processing unit 301.
- the system bus 304 may be any of several types of bus structures including a memory bus or memory controller, a peripheral bus, and a local bus using any of a variety of bus architectures.
- the computing device 300 also typically includes computer readable media, which can include any available media that can be accessed by computing device 300 and includes both volatile and nonvolatile media and removable and non-removable media.
- Computer readable media may comprise computer storage media and communication media.
- Computer storage media includes media implemented in any method or technology for storage of information such as computer readable instructions, data structures, program modules or other data.
- Computer storage media includes, but is not limited to, RAM, ROM, EEPROM, flash memory or other memory technology, CD-ROM, digital versatile disks (DVD) or other optical disk storage, magnetic cassettes, magnetic tape, magnetic disk storage or other magnetic storage devices, or any other medium which can be used to store the desired information and which can be accessed by the computing device 300.
- Communication media typically embodies computer readable instructions, data structures, program modules or other data in a modulated data signal such as a carrier wave or other transport mechanism and includes any information delivery media.
- communication media includes wired media such as a wired network or direct-wired connection, and wireless media such as acoustic, RF, infrared and other wireless media. Combinations of the any of the above should also be included within the scope of computer readable media.
- the system memory 303 includes computer storage media in the form of volatile and/or nonvolatile memory such as read only memory (ROM) 305 and random access memory (RAM) 306.
- ROM read only memory
- RAM random access memory
- BIOS basic input/output system 307
- RAM 306- typically contains data and/or program modules that are immediately accessible to and/or presently being operated on by processing unit 301.
- Figure 3 illustrates an operating system 308, other program modules 309, and program data 310.
- the computing device 300 may also include other removable/non-removable, volatile/nonvolatile computer storage media.
- Figure 3 illustrates a hard disk drive 311 that reads from or writes to non-removable, non-volatile magnetic media.
- Other removable/non-removable, volatile/non-volatile computer storage media that can be used with the exemplary computing device include, but are not limited to, magnetic tape cassettes, flash memory cards, digital versatile disks, digital video tape, solid state RAM, solid state ROM, and the like.
- the hard disk drive 311 is typically connected to the system bus 304 through a non-removable memory interface such as interface 312.
- the drives and their associated computer storage media discussed above and illustrated in Figure 3, provide storage of computer readable instructions, data structures, program modules and other data for the computing device 300.
- hard disk drive 311 is illustrated as storing an operating system 313, other program modules 314, and program data 315. Note that these components can either be the same as or different from operating system 308, other program modules 309 and program data 310.
- Operating system 313, other program modules 314 and program data 315 are given different numbers hereto illustrate that, at a minimum, they are different copies.
- the computing device also includes one or more input/output (I/O) interfaces 330 connected to the system bus 304 including an audio-video interface that couples to output devices including one or more of a video display 334 and loudspeakers 335.
- I/O interfaces 330 also couple(s) to one or more input devices including, for example a mouse 331, keyboard 332 or touch sensitive device 333 such as for example a smartphone or tablet device.
- the computing device 300 may operate in a networked environment using logical connections to one or more remote computers.
- the computing device 300 is shown in Figure 3 to be connected to a network 320 that is not limited to any particular network or networking protocols, but which may include, for example Ethernet, Bluetooth or IEEE 802.X wireless network protocols, or cellular network (e.g. a 3G or 4G telecommunications network).
- the logical connection depicted in Figure 3 is a general network connection 321 that can be a local area network (LAN), a wide area network (WAN) or other network, for example, the internet.
- the computing device 300 is connected to the general network connection 321 through a network interface or adapter 322 which is, in turn, connected to the system bus 304.
- program modules depicted relative to the computing device 300, or portions or peripherals thereof may be stored in the memory of one or more other computing devices that are communicatively coupled to the computing device 300 through the general network connection 321. It will be appreciated that the network connections shown are exemplary and other means of establishing a communications link between computing devices may be used.
- bus and its derivatives, while being described in a preferred embodiment as being a communication bus subsystem for interconnecting various devices including by way of parallel connectivity such as Industry Standard Architecture (ISA), conventional Peripheral Component Interconnect (PCI) and the like or serial connectivity such as PCI Express (PCIe), Serial Advanced Technology Attachment (Serial ATA) and the like, should be construed broadly herein as any system for communicating data.
- parallel connectivity such as Industry Standard Architecture (ISA), conventional Peripheral Component Interconnect (PCI) and the like or serial connectivity such as PCI Express (PCIe), Serial Advanced Technology Attachment (Serial ATA) and the like
- PCIe PCI Express
- Serial Advanced Technology Attachment Serial ATA
- objects as used herein such as 'web server', 'server', 'client computing device', 'computer readable medium' and the like should not necessarily be construed as being a single object, and may be implemented as a two or more objects in cooperation, such as, for example, a web server being construed as two or more web servers in a server farm cooperating to achieve a desired goal or a computer readable medium being distributed in a composite manner, such as program code being provided on a compact disk activatable by a license key downloadable from a computer network.
- database and its derivatives may be used to describe a single database, a set of databases, a system of databases or the like.
- the system of databases may comprise a set of databases wherein the set of databases may be stored on a single implementation or span across multiple implementations.
- database is also not limited to refer to a certain database format rather may refer to any database format.
- database formats may include MySQL, MySQLi, XML or the like.
- the invention may be embodied using devices conforming to other network standards and for other applications, including, for example other WLAN standards and other wireless standards.
- Applications that can be accommodated include IEEE 802.11 wireless LANs and links, and wireless Ethernet.
- wireless and its derivatives may be used to describe circuits, devices, systems, methods, techniques, communications channels, etc., that may communicate data through the use of modulated electromagnetic radiation through a non-solid medium. The term does not imply that the associated devices do not contain any wires, although in some embodiments they might not. In the context of this document, the term “wired” and its derivatives may be used to describe circuits, devices, systems, methods, techniques, communications channels, etc., that may communicate data through the use of modulated electromagnetic radiation through a solid medium. The term does not imply that the associated devices are coupled by electrically conductive wires.
- processor may refer to any device or portion of a device that processes electronic data, e.g., from registers and/or memory to transform that electronic data into other electronic data that, e.g., may be stored in registers and/or memory.
- a "computer” or a “computing device” or a “computing machine” or a “computing platform” may include one or more processors.
- the methodologies described herein are, in one embodiment, performable by one or more processors that accept computer-readable (also called machine-readable) code containing a set of instructions that when executed by one or more of the processors carry out at least one of the methods described herein.
- Any processor capable of executing a set of instructions (sequential or otherwise) that specify actions to be taken are included.
- a typical processing system that includes one or more processors.
- the processing system further may include a memory subsystem including main RAM and/or a static RAM, and/or ROM.
- a computer-readable carrier medium may form, or be included in a computer program product.
- a computer program product can be stored on a computer usable carrier medium, the computer program product comprising a computer readable program means for causing a processor to perform a method as described herein.
- the one or more processors operate as a standalone device or may be connected, e.g., networked to other processor(s), in a networked deployment, the one or more processors may operate in the capacity of a server or a client machine in server-client network environment, or as a peer machine in a peer-to-peer or distributed network environment.
- the one or more processors may form a web appliance, a network router, switch or bridge, or any machine capable of executing a set of instructions (sequential or otherwise) that specify actions to be taken by that machine.
- each of the methods described herein is in the form of a computer- readable carrier medium carrying a set of instructions, e.g., a computer program that are for execution on one or more processors.
- a computer- readable carrier medium carrying a set of instructions, e.g., a computer program that are for execution on one or more processors.
- embodiments of the present invention may be embodied as a method, an apparatus such as a special purpose apparatus, an apparatus such as a data processing system, or a computer-readable carrier medium.
- the computer- readable carrier medium carries computer readable code including a set of instructions that when executed on one or more processors cause a processor or processors to implement a method.
- aspects of the present invention may take the form of a method, an entirely hardware embodiment, an entirely software embodiment or an embodiment combining software and hardware aspects.
- the present invention may take the form of carrier medium (e.g., a computer program product on a computer-readable storage medium) carrying computer-readable program code embodied in the medium.
- the software may further be transmitted or received over a network via a network interface device.
- the carrier medium is shown in an example embodiment to be a single medium, the term “carrier medium” should be taken to include a single medium or multiple media (e.g., a centralized or distributed database, and/or associated caches and servers) that store the one or more sets of instructions.
- the term "carrier medium” shall also be taken to include any medium that is capable of storing, encoding or carrying a set of instructions for execution by one or more of the processors and that cause the one or more processors to perform any one or more of the methodologies of the present invention.
- a carrier medium may take many forms, including but not limited to, non-volatile media, volatile media, and transmission media.
- a device A connected to a device B should not be limited to devices or systems wherein an output of device A is directly connected to an input of device B. It means that there exists a path between an output of A and an input of B which may be a path including other devices or means.
- Connected may mean that two or more elements are either in direct physical or electrical contact, or that two or more elements are not in direct contact with each other but yet still co-operate or interact with each other.
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Abstract
Description
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Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| AU2015327749A AU2015327749A1 (en) | 2014-10-03 | 2015-10-02 | Document management systems and methods |
Applications Claiming Priority (2)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| AU2014903958A AU2014903958A0 (en) | 2014-10-03 | Document management systems and methods | |
| AU2014903958 | 2014-10-03 |
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| Publication Number | Publication Date |
|---|---|
| WO2016049687A1 true WO2016049687A1 (en) | 2016-04-07 |
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| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| PCT/AU2015/000600 Ceased WO2016049687A1 (en) | 2014-10-03 | 2015-10-02 | Document management systems and methods |
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| AU (1) | AU2015327749A1 (en) |
| WO (1) | WO2016049687A1 (en) |
Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US20090271265A1 (en) * | 2008-04-28 | 2009-10-29 | Cyndigo, Corp. | Electronic receipt system and method |
| US20100100434A1 (en) * | 2008-10-19 | 2010-04-22 | Sock Birame N | Global electronic receipt platform for recording, managing and accessing transaction receipts through retailers' physical or internet based point of sale system |
| AU2010201071A1 (en) * | 2009-03-20 | 2010-10-07 | Heaven, Travis Mr | Sales transaction record generation and management system |
| US20110099073A1 (en) * | 2009-10-27 | 2011-04-28 | Tamer Yigit | Systems and methods for electronic transaction management |
| US20120084391A1 (en) * | 2010-10-04 | 2012-04-05 | Omniverse Group, LLC | Electronic receipt system |
-
2015
- 2015-10-02 AU AU2015327749A patent/AU2015327749A1/en not_active Abandoned
- 2015-10-02 WO PCT/AU2015/000600 patent/WO2016049687A1/en not_active Ceased
Patent Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US20090271265A1 (en) * | 2008-04-28 | 2009-10-29 | Cyndigo, Corp. | Electronic receipt system and method |
| US20100100434A1 (en) * | 2008-10-19 | 2010-04-22 | Sock Birame N | Global electronic receipt platform for recording, managing and accessing transaction receipts through retailers' physical or internet based point of sale system |
| AU2010201071A1 (en) * | 2009-03-20 | 2010-10-07 | Heaven, Travis Mr | Sales transaction record generation and management system |
| US20110099073A1 (en) * | 2009-10-27 | 2011-04-28 | Tamer Yigit | Systems and methods for electronic transaction management |
| US20120084391A1 (en) * | 2010-10-04 | 2012-04-05 | Omniverse Group, LLC | Electronic receipt system |
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| AU2015327749A1 (en) | 2017-05-25 |
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