US2024007562A1PendingUtilityA1

Systems and methods of automated validation of electronic data via a user interface

Assignee: JOSHCO GROUP LLCPriority: Feb 22, 2021Filed: Jul 5, 2023Published: Jan 4, 2024
Est. expiryFeb 22, 2041(~14.6 yrs left)· nominal 20-yr term from priority
H04M 3/493H04M 3/5166G10L 15/22G06F 3/167G10L 2015/223H04M 2250/60H04M 2201/40G10L 2015/225H04M 2201/42
40
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Claims

Abstract

Certain aspects of the present disclosure provide a system for obtaining electronic data from a network server accessible. The system comprises a communication device to electronically access an automated phone system via a telephone number and a memory circuit that stores a configuration file and a log file. The system further comprises a processor that identifies a record that includes a unique identifier for an entity and data to compare with corresponding data from the automated phone system. The processor is further configured to access and navigate the phone menu based on the configuration file and input a unique sequence of digits based on the instructions in the configuration file. The processor is also configured to obtain an audio message from the automated phone system, convert the audio message to a corresponding text message, and determine whether the corresponding text message indicates an error or includes the corresponding data.

Claims

exact text as granted — not AI-modified
What is claimed is: 
     
         1 . A system for updating a client file, the system comprising:
 a communication device configured to electronically access an automated phone system associated with a first entity; and   a processor configured to:
 access, via the communication device, a phone menu of the automated phone system associated with the first entity; 
 navigate, via the communication device, the phone menu; 
 input, via the communication device, a client identifier in response to a prompt for the client identifier; 
 obtain, via the communication device, a message in response to inputting the client identifier; 
 process the message to determine the message includes corresponding data; 
 identify a difference between the corresponding data and client data; and 
 update a client record with the corresponding data, and the difference. 
   
     
     
         2 . The system of  claim 1 , wherein in order to navigate, via the communication device, the phone menu, the processor is further configured to:
 access a configuration file comprising instructions for electronically navigating the phone menu; and   navigate the phone menu according to the instructions in the configuration file.   
     
     
         3 . The system of  claim 2 , wherein the processor is further configured to:
 wait for a delay, identified in the configuration file, to expire;   record the message after expiration of the delay; and   store the message.   
     
     
         4 . The system of  claim 1 , wherein in order to navigating, via the communication device, the phone menu, the processor is further configured to:
 record an audio message presented by the phone menu;   process the audio message to recognize speech within the audio message using natural language processing;   convert the speech to text to detect an option tree; and   identify an option to enter in response to the option tree.   
     
     
         5 . The system of  claim 4 , wherein the processor is further configured to:
 generate a map of the phone menu based on navigating the phone menu; and   generate a configuration file including instructions for navigating the phone menu based on the map of the phone menu.   
     
     
         6 . The system of  claim 1 , wherein:
 the message comprises an audio message; and   in order to process the message to determine the message includes the corresponding data, the processor is configured to:
 convert the audio message to text through natural language processing; and 
 parse the text to identify the corresponding data. 
   
     
     
         7 . The system of  claim 1 , wherein the processor is further configured to:
 load the client file, the client file including a plurality of client records;   identify a first client record for the first entity from the plurality of client records; and   generate a visual interface that provides status of monitored records in the client file based on the determination the message includes the corresponding data.   
     
     
         8 . The system of  claim 1 , wherein the processor is further configured to determine a change in a scope of benefits of the first entity when the difference exceeds a threshold value. 
     
     
         9 . The system of  claim 1 , wherein the processor is further configured to update a log file based on the determination the message includes the corresponding data. 
     
     
         10 . A method for updating a client file, comprising:
 accessing, via a communication device, a phone menu of an automated phone system associated with a first entity;   navigating, via the communication device, the phone menu;   inputting, via the communication device, a client identifier in response to a prompt for the client identifier;   obtaining, via the communication device, a message in response to inputting the client identifier;   processing the message to determine the message includes corresponding data;   identifying a difference between the corresponding data and client data; and   updating a client record with the corresponding data, and the difference.   
     
     
         11 . The method of  claim 10 , wherein navigating, via the communication device, the phone menu, comprises:
 accessing a configuration file comprising instructions for electronically navigating the phone menu; and   navigating the phone menu according to the instructions in the configuration file.   
     
     
         12 . The method of  claim 11 , further comprising:
 waiting for a delay, identified in the configuration file, to expire;   recording the message after expiration of the delay; and   storing the message.   
     
     
         13 . The method of  claim 10 , wherein navigating, via the communication device, the phone menu, comprises:
 recording an audio message presented by the phone menu;   processing the audio message to recognize speech within the audio message using natural language processing;   converting the speech to text to detect an option tree; and   identifying an option to enter in response to the option tree.   
     
     
         14 . The method of  claim 13 , further comprising:
 generating a map of the phone menu based on navigating the phone menu; and   generating a configuration file including instructions for navigating the phone menu based on the map of the phone menu.   
     
     
         15 . The method of  claim 10 , wherein:
 the message comprises an audio message; and   processing the message to determine the message includes the corresponding data, comprises:
 converting the audio message to text through natural language processing; and 
 parsing the text to identify the corresponding data. 
   
     
     
         16 . The method of  claim 10 , further comprising:
 loading the client file, the client file including a plurality of client records;   identifying a first client record for the first entity from the plurality of client records; and   generating a visual interface that provides status of monitored records in the client file based on the determination the message includes the corresponding data.   
     
     
         17 . The method of  claim 10 , further comprising determining a change in a scope of benefits of the first entity when the difference exceeds a threshold value. 
     
     
         18 . The method of  claim 10 , further comprising updating a log file based on the determination the message includes the corresponding data. 
     
     
         19 . A method for updating a client file, comprising:
 accessing, via a communication device, a phone menu of an automated phone system associated with a first entity;   navigating, via the communication device, the phone menu;   inputting, via the communication device, a client identifier in response to a prompt for the client identifier;   obtaining, via the communication device, an audio message in response to inputting the client identifier;   processing the message to determine the audio message includes corresponding data, comprising:
 converting the audio message to text through natural language processing; and 
 parsing the text to identify the corresponding data; 
   identifying a difference between the corresponding data and client data; and   updating a client record with the corresponding data, and the difference.   
     
     
         20 . The method of  claim 19 , further comprising:
 loading the client file, the client file including a plurality of client records;   identifying a first client record for the first entity from the plurality of client records; and   generating a visual interface that provides status of monitored records in the client file based on the determination the message includes the corresponding data.

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