System and method for generating pre-populated forms

• US 20040083426A1
• Filed: 10/25/2002
• Published: 04/29/2004
• Est. Priority Date: 10/25/2002
• Status: Active Grant

• Current Assignee: UBS Business Solutions AG (UBS Ag)
• Original Assignee: UBS Financial Services Incorporated (UBS Ag)
• Inventors: Sahu, Smita
• Granted Patent: US 7,200,806 B2
• Time in Patent Office: Days
• US Class Current: 715/505
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

A method for generating pre-populated forms with stored data. A user identity and a customer identity are obtained where the user identity and customer identity identify a user and a customer, respectively. The identified user is verified as being authorized to access information related to the identified customer. If the identified user is verified, a form type identifier is obtained that identifies one of one or more types of forms, each of which has one or more input fields for receiving information. Then, a populated form of the type matching the form type identifier is generated with at least some of the input fields of the generated form being populated with data related to the identified customer. Finally, the generated form is transmitted as a byte stream to a user interface device where the byte stream is used to recreate the generated form.

Claims

1. A method for generating populated forms, the method comprising:

obtaining a user identity, a customer identity, and a form type identifier, wherein the user identity, customer identity, and form type identifier identify a user, a customer, and one of one or more types of forms, respectively, wherein each of the one or more types of forms has one or more input fields for receiving information;

verifying that the identified user is authorized to access information related to the identified customer;

generating a populated form of the type matching the form type identifier if the identified user is verified, wherein at least some of the input fields of the generated form are populated with data related to the identified customer; and

transmitting the generated form as a byte stream if the identified user is verified.

2. A method for generating populated forms, the method comprising:

obtaining a user identity and a customer identity, wherein the user identity and customer identity identify a user and a customer, respectively;

verifying that the identified user is authorized to access information related to the identified customer;

obtaining a form type identifier that identifies one of one or more types of forms if the identified user is verified, wherein each of the one or more types of forms has one or more input fields for receiving information;

generating a populated form of the type matching the form type identifier if the identity user is verified, wherein at least some of the input fields of the generated form are populated with data related to the identified customer; and

transmitting the generated form as a byte stream if the identified user is verified.

3. The method of claim 2, wherein the step of obtaining a form type identifier comprises obtaining a form type identifier identifying one or more types of forms, each of which corresponds to a financial service offered by a financial service organization.

4. The method of claim 2, further comprising the step of:

providing an interface screen to a user via an user interface device operated by the user, wherein the interface screen lists one or more types of forms that may be generated; and

wherein the step of obtaining a form type identifier comprises obtaining a form type identifier from the user via the user interface device, wherein the form type identifier is obtained through the user selecting one of the one or more types of forms listed on the interface screen.

5. The method of claim 4, wherein the step of transmitting the generated form as a byte stream if the identified user is verified comprises transmitting the generated form as a byte stream to the user interface device operated by the user.

6. The method of claim 2, wherein the step of generating a populated form of the type matching the form type identifier if the identity user is verified comprises:

obtaining a form template of the type matching the form type identifier;

creating a blank form of the type matching the form type identifier based on the obtained form template, wherein all the input fields of the blank form are empty;

obtaining data related to the identified customer and corresponding to at least some of the input fields of the obtained form template; and

populating the at least some of the input fields of the blank form corresponding to the at least some of the input fields of the form template with the data related to the identified customer.

7. The method of claim 6, wherein the step of obtaining data related to the identified customer comprises obtaining data related to the identified customer from a database storing data related to a plurality of customers.

8. The method of claim 2, wherein the step of generating a populated form of the type matching the form type identifier if the identified user is verified comprises generating a populated form of the type matching the form type identifier and of a PDF format if the identified user is verified.

9. The method of claim 2, further comprising:

obtaining a second form containing data related to a second customer identified in the second form; and

updating data related to the second customer identified in the second form using data contained in the obtained second form.

10. The method of claim 9, wherein the step of obtaining a second form comprises obtaining the previously generated form after the data contained in the previously generated form has been modified, and wherein the second customer is the identified customer.

11. The method of claim 9, wherein a database stores data related to a plurality of customers, and

wherein the step of updating comprises updating data stored in the database corresponding to the second customer identified in the second form.

12. A system for generating populated forms, the system comprising:

a computer in communication with a network; and

a database in communication with the network and the computer, wherein the database stores data related to a plurality of customers;

wherein the computer obtains a user identity and a customer identity, wherein the user identity identifies a user and the customer identity identifies one of the pluralities of customers;

wherein the computer verifies that the identified user is authorized to access information related to the identified customer;

wherein the computer obtains a form type identifier that identifies one of one or more types of forms if the identified user is verified, wherein each of the one or more types of forms has one or more input fields for receiving information;

wherein the computer generates a populated form of the type matching the form type identifier if the identified user is verified, wherein at least some of the input fields of the generated form are populated with data from the database related to the identified customer; and

wherein the computer transmits the generated form as a byte stream if the identified user is verified.

13. The system of claim 12, further comprising:

a user interface device operated by a user, wherein the user interface device is in communication with the network and the computer;

wherein the form type identifier obtained by the computer is obtained from the user interface device operated by the user; and

wherein the byte stream transmitted by the computer is transmitted to the user interface device operated by the user.

14. A system for generating populated forms, the system comprising:

means for obtaining a user identity and a customer identity, wherein the user identity and customer identity identify a user and a customer, respectively;

means for verifying that the identified user is authorized to access information related to the identified customer;

means for obtaining a form type identifier that identifies one of one or more types of forms if the identified user is verified, wherein each of the one or more types of forms has one or more input fields for receiving information;

means for generating a populated form of the type matching the form type identifier if the identified user is verified, wherein at least some of the input fields of the generated form are populated with data related to the identified customer; and

means for transmitting the generated form as a byte stream if the identified user is verified.

15. The system of claim 14, wherein the means for obtaining a form type identifier comprises means for obtaining a form type identifier identifying one or more types of forms, each of which corresponds to a financial service offered by a financial service organization.

16. The system of claim 14, further comprising:

means for providing an interface screen to a user via an user interface device operated by the user, wherein the interface screen lists one or more types of forms that may be generated; and

wherein the means for obtaining a form type identifier comprises means for obtaining a form type identifier from the user via the user interface device, wherein the form type identifier is obtained through the user selecting one of the one or more types of forms listed on the interface screen.

17. The system of claim 16, wherein the means for transmitting the generated form as a byte stream if the identified user is verified comprises means for transmitting the generated form as a byte stream to the user interface device operated by the user.

18. The system of claim 14, wherein the means for generating a populated form of the type matching the form type identifier if the identity user is verified comprises:

means for obtaining a form template of the type matching the form type identifier;

means for creating a blank form of the type matching the form type identifier based on the obtained form template, wherein all the input fields of the blank form are empty;

means for obtaining data related to the identified customer and corresponding to at least some of the input fields of the obtained form template; and

means for populating the at least some of the input fields of the blank form corresponding to the at least some of the input fields of the form template with the data related to the identified customer.

19. The system of claim 18, wherein the means for obtaining data related to the identified customer comprises means for obtaining data related to the identified customer from a database storing data related to a plurality of customers.

20. The system of claim 14, wherein the means for generating a populated form of the type matching the form type identifier if the identified user is verified comprises means for generating a populated form of the type matching the form type identifier and of a PDF format if the identified user is verified.

21. A computer program product comprising a computer usable medium having computer readable code embodied therein, the computer readable code, when executed, causing a computer to implement a method for generating populated forms, the method comprising:

obtaining a user identity and a customer identity, wherein the user identity and customer identity identify a user and a customer, respectively;

verifying that the identified user is authorized to access information related to the identified customer;

obtaining a form type identifier that identifies one of one or more types of forms if the identified user is verified, wherein each of the one or more types of forms has one or more input fields for receiving information;

generating a populated form of the type matching the form type identifier if the identified user is verified, wherein at least some of the input fields of the generated form are populated with data related to the identified customer; and

transmitting the generated form as a byte stream if the identified user is verified.

22. The computer program product of claim 21, wherein the step of obtaining a form type identifier comprises obtaining a form type identifier identifying one or more types of forms, each of which corresponds to a financial service offered by a financial service organization.

23. The computer program product of claim 21, wherein the implemented method further comprises the step of:

providing an interface screen to a user via an user interface device operated by the user, wherein the interface screen lists one or more types of forms that may be generated; and

wherein the step of obtaining a form type identifier comprises obtaining a form type identifier from the user via the user interface device, wherein the form type identifier is obtained through the user selecting one of the one or more types of forms listed on the interface screen.

24. The computer program product of claim 23, wherein the step of transmitting the generated form as a byte stream if the identified user is verified comprises transmitting the generated form as a byte stream to the user interface device operated by the user.

25. The computer program product of claim 21, wherein the step of generating a populated form of the type matching the form type identifier if the identity user is verified comprises:

obtaining a form template of the type matching the form type identifier;

creating a blank form of the type matching the form type identifier based on the obtained form template, wherein all the input fields of the blank form are empty;

obtaining data related to the identified customer and corresponding to at least some of the input fields of the obtained form template; and

populating the at least some of the input fields of the blank form corresponding to the at least some of the input fields of the form template with the data related to the identified customer.

26. The computer program product of claim 25, wherein the step of obtaining data related to the identified customer comprises obtaining data related to the identified customer from a database storing data related to a plurality of customers.

27. The computer program product of claim 21, wherein the step of generating a populated form of the type matching the form type identifier if the identified user is verified comprises generating a populated form of the type matching the form type identifier and of a PDF format if the identified user is verified.