Generation of serial routing rules for an electronic document using reverse cone of logic

• US 20070016845A1
• Filed: 06/30/2006
• Published: 01/18/2007
• Est. Priority Date: 03/12/2002
• Status: Abandoned Application

• Current Assignee: Movaris Incorporated
• Original Assignee: Movaris Incorporated
• Inventors: YANKOVICH, STEVE
• Application Number:
  US11/428,358
• Publication Number:
  US 20070016845A1
• Time in Patent Office: Days
• US Class Current: 715/236
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06Q 10/00 Administration; Management

Abstract

Creating a serial self-routing rule within an electronic document using programmatic means that evaluate a reverse cone of logic from final process backward through intermediate processes to initial data entry.

Claims

1. In a computer system, a method for controlling the serial routing of electronic document, said method residing in a computer readable medium comprising the computer implemented steps of

creating an electronic document;

building a reverse cone of logic from each possible process for an electronic document to every data field that would affect it;

wherein a process comprises at least one of methods selected from the following group;

affixing a routing approval signature,

changing a graphical display,

controlling visibility of a field,

initiating another process,

triggering an event,

requiring data entry,

prompting an interactive response,

enabling the attachment of another document,

querying a database, and

routing the document to a certain user, and

wherein building a reverse cone of logic comprises

inserting a trigger data field into an electronic document that triggers a final process,

identifying at least one last prerequisite data field that immediately arms the trigger data field,

modifying attributes of the trigger data field in at least one of the following, visibility, editability;

associating a precursor process to the last prerequisite data field, and

routing the electronic document to initiate the precursor process.

2. The method of claim 1 further comprising

selecting a plurality of data fields;

grouping the data fields with at least one boolean function into a boolean group;

creating at least one programmatic element equivalent to the boolean group; and

inserting the programmatic element into the electronic document.

3. The method of claim 1 further comprising

determining if a process is required given the values of the data fields;

and

routing the electronic document to the process if required.

4. A computer program product tangibly embodied on a computer readable medium encoding the method of claim 1 as instructions executable by a processor, the instructions comprising

creating an electronic document;

building a reverse cone of logic from a process for an electronic document backward to every data field that would affect it;

wherein the process comprises at least one of;

affixing a routing approval signature,

changing a graphical display,

controlling visibility of a field,

initiating another process,

triggering an event,

requiring data entry,

prompting an interactive response,

enabling the attachment of another document,

querying a database, and

routing the document to a certain user, and

wherein building a reverse cone of logic comprises

inserting a trigger data field into an electronic document that triggers a final process,

identifying at least one last prerequisite data field that immediately arms the trigger data field,

modifying attributes of the trigger data field in at least one of the following, visibility, editability;

associating a precursor process to the last prerequisite data field, and

creating programmatic elements which evaluate the prerequisite data fields; and

inserting the programmatic elements into the electronic document; and

routing the electronic document to the process by evaluating the data fields.

5. A system for processing electronic documents, comprising:

a memory unit that accesses stored data files, the data files comprising static document content and editable inputs, and a processor that is in communication with the memory unit;

wherein the processor is adapted to perform the following;

creating an electronic document;

building a reverse cone of logic from a process for an electronic document to every input that would affect it;

wherein the process comprises at least one of;

affixing a routing approval signature,

changing a graphical display,

controlling visibility of a field,

initiating another process,

triggering an event,

requiring data entry,

prompting an interactive response,

enabling the attachment of another document,

querying a database, and

routing the document to a certain user;

wherein building a reverse cone of logic comprises

inserting a trigger data field into an electronic document that triggers a final process,

identifying at least one last prerequisite data field that immediately arms the trigger data field,

modifying attributes of the trigger data field in at least one of the following, visibility, editability;

associating a precursor process to the last prerequisite data field, and

creating programmatic elements which evaluate the prerequisite data fields; and

inserting the programmatic elements into the electronic document; and

routing the electronic document to the process by evaluating the data fields;

the system further comprising an input device for controlling the processor and further comprising a display device for viewing processing results of the processor.

6. A method for creating a serial self-routing rule for an electronic document comprising

building a reverse cone of logic from a process for an electronic document to every data field on the electronic document that potentially triggers the process;

wherein the process comprises at least one of;

affixing a routing approval signature,

changing a graphical display,

controlling visibility of a field,

initiating another process,

triggering an event,

requiring data entry,

prompting an interactive response,

enabling the attachment of another document,

querying a database, and

routing the document to a certain user;

wherein building a reverse cone of logic comprises

inserting a trigger data field into an electronic document that triggers a final process,

identifying at least one last prerequisite data field that immediately arms the trigger data field,

modifying attributes of the trigger data field in at least one of the following, visibility, editability;

associating a precursor process to the last prerequisite data field, and

routing the electronic document to initiate the precursor process.

7. The method of claim 6 further comprising

selecting a plurality of data fields;

grouping the data fields with at least one boolean functions into a boolean group;

creating at least one programmatic element equivalent to the boolean group; and

inserting the programmatic element into the electronic document.

8. The method of claim 6 further comprising determining if a process is required given the values of the data fields;

and routing the electronic document to the process if required.

9. The method of constructing a rule for serial workflow routing of a document comprising firstly identifying each data field on a document that represents a potential destination, secondly, identifying each conditional destination which may be skipped depending on the value of input data fields on a document, thirdly serializing the destinations according to the logical sequence of processes, fourthly, selecting a first conditional destination, and fifthly, constructing a rule to route the document to the first conditional destination if true comprising at least one of the following:

a data field, a value, a boolean operator, an equality operator, an inequality operator, a logic expression, and combination of values, operators, and data fields.