Method and system for automatic document generation from an index

• US 10,089,279 B2
• Filed: 10/14/2014
• Issued: 10/02/2018
• Est. Priority Date: 10/16/2013
• Status: Active Grant

• Current Assignee: Valipat SA (Clarivate Plc)
• Original Assignee: Valipat SA (Clarivate Plc)
• Inventors: Gerardin, Olivier
• Primary Examiner(s): Nguyen, Maikhanh
• Application Number:
  US15/025,860
• Publication Number:
  US 20160239466A1
• Time in Patent Office: 1,449 Days
• CPC Class Codes: G06F 16/90335 Query processing
• CPC Class Codes: G06F 16/9038 Presentation of query results
• CPC Class Codes: G06F 40/106 Display of layout of documents; Previewing
• CPC Class Codes: G06F 40/131 Fragmentation of text files, e.g. creating reusable text-blocks; Linking to fragments, e.g. using XInclude; Namespaces
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06Q 50/18 Legal services

Abstract

A method for the automatic generation of at least one document includes a step for selecting values of the first parameter and the second parameter so as to form a generation context, a step for consulting the static index so as to obtain the virtual document associated with said generation context, a step for making a request in the database for the layout and paragraphs pointed to by the virtual document obtained, and a step for generating said document in an electronic format, containing the paragraphs returned by said request and the layout returned by said request.

Claims

1. A method for the automatic generation of at least one document comprising a plurality of paragraphs displayed according to a layout, said plurality of paragraphs and said layout being dependent on at least a first parameter and a second parameter, the method comprising:

accessing, using a computer terminal, a layout database, a paragraph database, a list of values of said first parameter, a list of values of said second parameter, a static index associating each of a plurality of generation contexts with one of a plurality of virtual documents maintained by a data server, each of the plurality of generation contexts representing a combination of a particular first value of the list of values of the first parameter and a particular second value from the list of values of the second parameter, said virtual document including at least one pointer pointing to a defined layout of the layout database and a plurality of pointers pointing to defined paragraphs of the paragraph database;

forming a requested generation context by selecting values of the first parameter and the second parameter using the data server;

obtaining the virtual document associated with said requested generation context from the static index using the data server;

requesting the layout and paragraphs pointed to by the virtual document obtained using the data server, at least one of said plurality of paragraphs including a fixed frame and at least one variable field;

generating said at least one document in an electronic format with the paragraphs and the layout returned by said request using the data server,

generating an input form based on the requested generation context using the data server and receiving in the input form a value of the variable field of said paragraph using the user terminal; and

inputting to the data server in the input form using the user terminal or retrieving in another database, the value of the variable field of said at least one paragraph.

2. The method according to 1, wherein the second parameter is selected conditionally on the basis of the value of first parameter.

3. The method according to claim 2, wherein a plurality of values of the first and second parameters are selected to form a plurality of generation contexts generating a plurality of documents.

4. The method according to claim 3, further comprising generating said at least one documents in an electronic format with the paragraphs and the layout returned for each virtual document obtained using the data server.

5. The method according to claim 4, wherein the static index includes the same virtual document associated with a plurality of different generation contexts.

6. The method according to claim 1, wherein the at least one document is a power of attorney document intended to authorize a proxy to perform an action on behalf of a principal.

7. A system for the automatic generation of at least one document comprising a plurality of paragraphs displayed according to a layout, said plurality of paragraphs and said layout being dependent on at least a first parameter and a second parameter, the system comprising:

a data server that maintains;

a layout database,

a paragraph database,

a list of values of said first parameter,

a list of values of said second parameter, each combination of values of said first and second parameters forming a generation context, and

a static index associating each generation context with a virtual document, said virtual document including at least one pointer pointing to a defined layout of the layout database and a plurality of pointers pointing to defined paragraphs of the paragraph database; and

instructions that configure a processor in the data server to;

obtain the virtual document associated with a predetermined generation context determined from a particular value of the first parameter and a particular value of the second parameter from the static index;

request the layouts and the paragraphs pointed to by the virtual document obtained at least one of said plurality of paragraphs including a fixed frame and at least one variable field;

generate the at least one document in an electronic format with the paragraphs and the layout returned by said request;

generate an input form based on the requested generation context using the data server and receiving in the input form a value of the variable field of said paragraph using the user terminal; and

input to the data server in the input form using the user terminal or retrieving in another database, the value of the variable field of said at least one paragraph.

8. The system according to claim 7, wherein at least one paragraph includes a fixed frame and at least one variable field;

the instructions further configure the processor to retrieve a value of the variable field of said at least one paragraph in an input form or in another database and for associating the value of the variable field with the fixed frame of said paragraph.

9. The system according to claim 8, the instructions further configure the processor to generate an input form based on the generation context.

10. The system according to claim 7, wherein the at least one document is a power of attorney document intended to authorize a proxy to perform an action on behalf of a principal.