Microsoft Technology Licensing, LLC

Chad William Newbry

James Han Wang

Christopher Chinwen Yu

Neal Alan Bernstein

Syed Farhan Raza

Hemanshu Khimraj Chawda

Armani Ronaldo Rosiles

Amrita Chowdhury

Nicholas Romano

Harlan Joy Frost

Zeyuan Guan

A computer-implemented technique is described for using an automation tool to facilitate the preparation of a summary document, such as an expense report. In a first data path, a receipt-processing component generates receipt items based on images of physical receipts that a user captures using a camera. In a second data path, one or more transaction-processing systems forward transaction items to the automation tool upon their capture; the transaction items correspond to electronic records of transactions made by the user. The technique then generates a set of receipt-transaction (R-T) pairings by matching pairs of receipt items and transaction items that describe the same respective transactions. The technique then uses context information to supplement the R-T pairings, and generates a summary document that summarizes transactions made by the user based on the supplemented R-T pairings. In one case, the context information corresponds to calendar information specified in a user's electronic calendar.

Automatically processing a stream of transaction items based on image and calendar information

Growing community of inventors

Berkeley, CA, United States of America

Chad William Newbry