Data and metadata linking form mechanism and method

• US 20050183002A1
• Filed: 02/07/2005
• Published: 08/18/2005
• Est. Priority Date: 03/04/2002
• Status: Abandoned Application

• Current Assignee: UBmatrix, Inc. (RR Donnelley & Sons Company)
• Original Assignee: UBmatrix, Inc. (RR Donnelley & Sons Company)
• Inventors: Chapus, Frederic
• Application Number:
  US11/051,327
• Publication Number:
  US 20050183002A1
• Time in Patent Office: Days
• US Class Current: 715/223
• CPC Class Codes: G06F 16/80 of semi-structured data, e.g. markup language structured data such as SGML, XML or HTML content-based retrieval of web data G06F16/95
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A method for mapping data between a first document having a first structure and an intermediate structure, includes associating metadata in an intermediate structure to fields of a form via intermediate links based on at least one of a logical map of the intermediate structure and input from a user, associating data in the first document to fields of a form via first links based on at least one of a logical map of the first structure and input from a user, and displaying the form to the user.

Claims

1. A method for mapping data between a first document having a first structure and an intermediate structure, comprising:

associating metadata in an intermediate structure to fields of a form via intermediate links based on at least one of a logical map of the intermediate structure and input from a user;

associating data in the first document to fields of a form via first links based on at least one of a logical map of the first structure and input from a user; and

displaying the form to the user.

2. The method of claim 1, comprising

associating fields of the form to a second structure via second links based on at least one of a logical map of the second structure and input from a user;

automatically extracting data from the first document via the first links; and

creating a second document based on the extracted data and the intermediate and second links.

3. The method of claim 2, wherein the intermediate structure comprises an XBRL taxonomy.

4. The method of claim 3, comprising automatically updating metadata in the form to reflect an updated intermediate structure, via the intermediate links.

5. The method of claim 1, comprising linking a reference document to a field in the form, wherein the reference document includes information regarding the field.

6. The method of claim 5, comprising displaying the reference document to the user.

7. The method of claim 6, wherein the reference document includes information regarding at least one of the first structure, the first document, and the intermediate structure.

8. The method of claim 7, wherein the reference document provides instruction to the user.