Method and system for compliance forms and compliance forms user interface
First Claim
1. A method for providing interactive assistance with populating an automated document that includes at least one field, the method comprising:
- selecting an entity to which the document applies;
assigning a prioritization to each of the at least one field;
prompting for a response for each of the at least one field, the prompting varying based on the prioritization of each of the at least one field; and
iteratively revising the prioritization of all of the at least one field upon receiving the response to each of the at least one field.
14 Assignments
0 Petitions
Accused Products
Abstract
A method and system for interactive and automated assistance with document (e.g., forms) completion for use in complying with requirements or otherwise performing functions for which automated documents are useful, and a user interface for a code authoring tool to support development, customization, and revision of such documents. The user interface for document completion includes search functions to identify documents needing completion, highlighting of fields of documents based on priority for completion of those fields, and a compliance check feature to confirm proper document completion. The code authoring tool allows a user to customize the format of data limitations for fields in documents, define selection choices presented, which are linked to the fields, create help, warning, or error messages, build calculations, define business rules, and generate code and associated documentation, which may be optionally exported.
186 Citations
46 Claims
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1. A method for providing interactive assistance with populating an automated document that includes at least one field, the method comprising:
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selecting an entity to which the document applies;
assigning a prioritization to each of the at least one field;
prompting for a response for each of the at least one field, the prompting varying based on the prioritization of each of the at least one field; and
iteratively revising the prioritization of all of the at least one field upon receiving the response to each of the at least one field. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20)
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21. A system for providing interactive assistance with populating a customized document that includes at least one field, the system comprising:
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means for selecting an entity to which the document applies;
means for assigning a prioritization to each of the at least one field;
means for prompting for a response for each of the at least one field, the prompting varying based on the prioritization of each of the at least one field; and
means for iteratively revising the prioritization of all of the at least one field upon receiving the response to each of the at least one field.
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22. A system for providing interactive assistance with populating a customized document that includes at least one field, the system comprising:
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a processor;
a user interface functioning via the processor; and
a repository accessible by the processor;
wherein an entity to which the document applies is selected;
wherein a prioritization to each of the at least one field is assigned;
wherein a response for each of the at least one field is prompted for, the prompting varying based on the prioritization of each of the at least one field; and
wherein the prioritization of all of the at least one field is iteratively revised upon receiving the response to each of the at least one field. - View Dependent Claims (23, 24, 25, 26, 27, 28, 29, 30, 31, 32)
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33. A computer program product comprising a computer usable medium having control logic stored therein for causing a computer to provide interactive assistance with populating an automated document that includes at least one field, the control logic comprising:
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first computer readable program code means for selecting an entity to which the document applies;
second computer readable program code means for assigning a prioritization to each of the at least one field;
third computer readable program code means for prompting for a response for each of the at least one field, the prompting varying based on the prioritization of each of the at least one field; and
fourth computer readable program code means for iteratively revising the prioritization of all of the at least one field upon receiving the response to each of the at least one field.
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34. A method for assisting a user with developing a format for a document that includes at least one field, the method comprising:
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receiving customization selections for format of data receivable in each of the at least one field;
receiving at least one choices list for types of data receivable in the at least one field;
receiving assignment selections for assigning each of the at least one field one of the at least one choices list; and
generating code for formatting the document, the generated code imposing on the document the received customization selections and the received assignment selections for each of the at least one field. - View Dependent Claims (35, 36, 37, 38, 39, 40, 41, 42, 43)
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44. A system for assisting a user with developing a format for a document that includes at least one field, the system comprising:
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means for receiving customization selections for format of data receivable in each of the at least one field;
means for receiving at least one choices list for types of data receivable in the at least one field;
means for receiving assignment selections for assigning each of the at least one field one of the at least one choices list; and
means for generating code for formatting the document, the generated code imposing on the document the received customization selections and the received assignment selections for each of the at least one field.
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45. A system for assisting a user with developing a format for a document that includes at least one field, the system comprising:
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a processor;
a user interface functioning via the processor; and
a repository accessible by the processor;
wherein customization selections are received for format of data receivable in each of the at least one field;
wherein at least one choices list is received for types of data receivable in the at least one field;
wherein assignment selections are received for assigning each of the at least one field one of the at least one choices list; and
wherein code for formatting the document are generated, the generated code imposing on the document the received customization selections and the received assignment selections for each of the at least one field.
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46. A computer program product comprising a computer usable medium having control logic stored therein for causing a computer to provide interactive assistance with populating an automated document that includes at least one field, the control logic comprising:
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first computer readable program code means for receiving customization selections for format of data receivable in each of the at least one field;
second computer readable program code means for receiving at least one choices list for types of data receivable in the at least one field;
third computer readable program code means for receiving assignment selections for assigning each of the at least one field one of the at least one choices list; and
fourth computer readable program code means for generating code for formatting the document, the generated code imposing on the document the received customization selections and the received assignment selections for each of the at least one field.
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Specification