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System and method for automated data gathering for completing form

  • US 10,475,133 B1
  • Filed: 02/04/2019
  • Issued: 11/12/2019
  • Est. Priority Date: 11/26/2014
  • Status: Active Grant
First Claim
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1. A computer-implemented method executed by a first computing device in communication with a second computing device of a user and in communication with one or more remotely located data sources through one or more networks, the computer-implemented method comprising:

  • before a computerized form preparation application is opened by the user of the second computing device accessing a first computing device through a network,the first computing device, by executing a modular data capture utility of a computerized form preparation application;

    capturing a first user-specific data from the one or more remotely located data sources through one or more networks, andstoring the first user-specific data in a shared data store of the computerized form preparation application;

    the first computing device, by executing a modular logic agent of the computerized form preparation application in communication with the shared data store and a modular user interface controller, reading the first user-specific data from the shared data store and determining a degree of completeness of an electronic form based on the first user-specific data;

    upon the computerized form preparation application being opened by an end user of the second computing device accessing the first computing device through one or more networks;

    prompting, through a display of the second computing device, the user for entry of a second user-specific data that is not previously stored to the shared data store by the modular data capture utility, wherein questions for prompting the user are selected based at least in part upon the first user-specific data and a first data structure, the first data structure comprising respective rows defining respective rules and respective columns defining respective questions,writing respective responses to respective questions to the shared data store to update the shared data store,determining that all conditions have been satisfied for a completeness of the electronic form based on a completeness graph; and

    the first computing device, by executing a modular calculation engine of the computerized form preparation application in communication with the shared data store;

    reading the user-specific data from the shared data store and that was previously written to the shared data store by the modular data capture utility and the modular user interface controller, anddetermining an intermediate or final calculation of the electronic form based at least in part upon a second data structure comprising an intermediate node, the intermediate node comprising a function and leaf nodes of a calculation graph.

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