User interface for a document component management and publishing system

• US 20030142128A1
• Filed: 01/30/2002
• Published: 07/31/2003
• Est. Priority Date: 01/30/2002
• Status: Abandoned Application

• Current Assignee: Benefitnation
• Original Assignee: Benefitnation
• Inventors: Reulein, William B., Gioscia, Walter W.
• Application Number:
  US10/059,057
• Publication Number:
  US 20030142128A1
• Time in Patent Office: Days
• US Class Current: 345/742
• CPC Class Codes: G06F 16/93 Document management systems

Abstract

A user interface for a document component management system, interfacing document management system users with the system. The user interface includes an ordering unit, an authoring unit, an administration unit, a reporting unit and a searching unit.

Claims

1. A user interface for document component management system for interfacing document management system users with said system, said user interface comprising:

an ordering unit, users placing document orders through said ordering unit;

an authoring unit, users creating new document components and editing existing document components through said authoring unit;

an administration unit, users selectively administering document assembly through said administration unit;

a searching unit, users searching for components, documents and archival published documents through said searching unit; and

a reporting unit, users receiving system reports from said reporting unit.

2. A user interface as in claim 1, said ordering unit including an interactive publisher, users placing document orders interactively through said interactive publisher;

and

a secure ordering interface, user access to individual functions being selectively controlled by said secure ordering interface.

3. A user interface as in claim 2 wherein said interactive publisher lists variable data required to complete a document order, receives variable data from users responsive to said lists, submits entered information to the document component system for selecting document components and assembling selected documents into a document for publication.

4. A user interface as in claim 3 wherein the secure ordering interface provides users access to authorized individual ordering functions.

5. A user interface as in claim 1 wherein the authoring unit comprises:

a plurality of user in-boxes, text authors and reviewers viewing assigned tasks through said user in-boxes;

a search and impact analysis interface, users searching for components, documents, and previously published documents through said search and impact analysis interface; and

a rules loading and configuration interface, business layer names and rules being loaded through said rules loading and configuration interface.

6. A user interface as in claim 5 wherein users view the impact of revisions to such components or documents through said search and impact analysis interface.

7. A user interface as in claim 5 wherein author users select tasks and manage assigned documents and document components from a corresponding one of said user in-boxes.

8. A user interface as in claim 7 wherein author users managing selected document and document components, check assigned documents and document components in and out and approve or reject documents and document components.

9. A user interface as in claim 8 wherein approved or rejected documents are forwarded to an appropriate stage in the workflow process.

10. A user interface as in claim 8 wherein approved or rejected documents are passed back to an appropriate stage in the workflow process.

11. A user interface as in claim 7 wherein users selectively search authorized individual items based upon security access authorization provided from said ordering unit through said search and impact analysis interface.

12. A user interface as in claim 11 wherein said search and impact analysis interface provides users with search results indicating documents including selected document components.

13. A user interface as in claim 1 wherein the administration unit comprises:

a system administration interface, selected authorized users creating new users, modifying user profiles for existing users and administering security through said system administration interface;

a document specialist interface, new components and revised text being received by a document specialist through said document specialist interface; and

a workflow administration interface, authorized users performing workflow tasks and viewing workflow functions through said workflow administration interface.

14. A user interface as in claim 13 wherein a document specialist interfacing with said system through said document specialist interface receives any new or revised text in word processor format, said word processor formatted text being converted to the mark-up file, said mark-up file being verified for test and production.

15. A user interface as in claim 14 wherein a document specialist also revises text within a mark-up language file through said document specialist interface, completes tagging functions and document type definition and schema alterations.

16. A user interface as in claim 15 wherein workflow functions administered through said workflow administration interface include creating workflow templates, modifying existing workflow templates, initiating specific projects, viewing project status, viewing user in-boxes, viewing user in-box status and load balancing for a particular user task.

17. A user interface for document component management system for interfacing document management system users with said system, said user interface comprising:

ordering means for placing document orders;

authoring means for creating new document components and editing existing document components, document components being selectively collected for each document order;

administration means for selectively administering to user profiles, system security and workflow;

searching means for searching for components, documents and archival published documents; and

reporting means for sending system reports to selected users, said system reports providing information stored in said document management system.

18. A user interface as in claim 17, said ordering means comprises:

publishing means for publishing document orders interactively; and

secure ordering means for selectively controlling user access to individual functions.

19. A user interface as in claim 18 wherein said publishing means lists variable data required to complete a document order, receives variable data from users responsive to said lists, submits entered information to the document component system for insertion into one or more selected documents for publication.

20. A user interface as in claim 19 wherein the secure ordering means provides authorized users access to individual ordering functions.

21. A user interface as in claim 20 wherein the authoring means comprises:

task viewing means for viewing assigned tasks; and

search and impact analysis means for searching for components, documents, and previously published documents and viewing the impact of revisions to identified components and documents.

22. A user interface as in claim 21 wherein the authoring means further comprises:

means for checking assigned documents and document components in and out; and

means for approving or rejecting documents and components and selectively forwarding approved or rejected said documents along to an appropriate stage in the workflow process.

23. A user interface as in claim 22 wherein the means for approving or rejecting selectively passes back approved or rejected said documents to an appropriate stage in the workflow process.

24. A user interface as in claim 21 wherein users selectively search authorized individual items based upon security access authorization provided from said administration means through said search and impact analysis means.

25. A user interface as in claim 24 wherein said search and impact analysis means provides search results indicating including selected document components in published documents.

26. A user interface as in claim 21 wherein said administration means comprises:

system administration means for selectively creating new users, modifying user profiles for existing users and administering security; and

workflow administration means for performing workflow tasks and viewing workflow functions.

27. A user interface as in claim 26 wherein said authoring means provides a document specialist interfacing with said system any new or revised text in word processor format, said word processor formatted text being converted to the mark-up file, said mark-up file being verified for test and production.

28. A user interface as in claim 27 wherein said authoring means further includes means for revising text within a mark-up language file, tagging text and altering document type definitions and schemas.

29. A user interface as in claim 28 wherein said workflow administration means includes means for creating workflow templates, modifying existing workflow templates, initiating specific projects, viewing project status, viewing user in-boxes, viewing user in-box status and load balancing for a particular user task.

30. A computer program product for interfacing document management system users with said system, said computer program product comprising a computer usable medium having computer readable program code thereon, said computer readable program code comprising:

computer program code means for receiving document orders;

computer program code means for creating new document components and editing existing document components, document components being selectively collected for each document order;

computer program code means for selectively administering assembly of collected said document components into a document;

computer program code means for searching for components, documents and archival published documents; and

computer program code means for sending system reports to selected users, said system reports providing information stored in said document management system.

31. A computer program product as in claim 30, wherein said computer program code for placing document orders comprises:

computer program code means for publishing document orders interactively; and

computer program code means for selectively controlling user access to individual functions.

32. A computer program product as in claim 31 wherein said computer program code means for publishing document orders lists variable data required to complete a document order, receives variable data from users responsive to said lists, and submits entered information to the document component system for insertion into one or more documents selected for publication.

33. A computer program product as in claim 32 wherein the computer program code means selectively controlling user access authorizes individual ordering functions.

34. A computer program product as in claim 33 wherein the computer program code means for creating new components and editing existing components comprises:

computer program code means for displaying assigned tasks to authors and reviewers;

computer program code means for searching and identifying components, documents, and previously published documents and indicating impact of revisions to identified components and documents; and

computer program code means for loading business layer names and rules, and directing document assembly responsive to loaded said business layer names and rules.

35. A computer program product as in claim 34 wherein said computer program code means for displaying comprises:

computer program code means for authorizing task selection by a corresponding author; and

computer program code means for managing assigned documents and document components.

36. A computer program product as in claim 35 wherein the computer program code means for managing assigned documents and document components comprises:

computer program code means for checking assigned documents and document components in and out; and

computer program code means for approving or rejecting documents and components and passing approved or rejected said documents along to an appropriate stage in the workflow process.

37. A computer program product as in claim 36 including computer program code for selectively searching authorized individual items based upon a security access authorization.

38. A computer program product as in claim 36 wherein said computer program code means for searching provides search results indicating including selected document components in assembled documents.

39. A user interface as in claim 36 wherein said computer program code means for administering comprises:

computer program code means for selectively creating new users, modifying user profiles for existing users and administering security.

40. A computer program product as in claim 39 wherein said computer program code for receiving new components and revised text converts any received new or revised text from a word processor format, to a mark-up file and verifies said mark-up file for text and production.

41. A computer program product as in claim 40 wherein said computer program code means for performing workflow tasks includes computer program code means for creating workflow templates, modifying existing workflow templates, initiating specific projects, displaying project status, displaying a user in-box, displaying user in-box status and balancing a load for a particular user task.