Method and apparatus for creating and filing forms

• US 20070198910A1
• Filed: 01/29/2007
• Published: 08/23/2007
• Est. Priority Date: 03/26/2002
• Status: Abandoned Application

• Current Assignee: Aatrix Software Incorporated
• Original Assignee: Aatrix Software Incorporated
• Inventors: Jensen, Arthur, Lunseth, Steven
• Application Number:
  US11/699,955
• Publication Number:
  US 20070198910A1
• Time in Patent Office: Days
• US Class Current: 715/234
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

A data processing system for designing, creating, and importing data into, a viewable form viewable by the user of the data processing system, including: a form file that models the physical representation of a form and establishes the calculations and rule conditions required to fill in the viewable form; a data file containing data for populating the viewable form; and a form viewer program operating on the form file and the data file to perform calculations, allow the user of the data processing system to review and change the data, and create viewable forms and reports.

Claims

1. A data processing system for designing, creating, and importing data into, a viewable form viewable by the user of the data processing system, comprising:

(a) a form file that models the physical representation of a form and having fields that establish the calculations and rule conditions required to fill in the viewable form;

(b) a form file creation program that creates the form file;

(c) a data file containing data imported from a user application; and

(d) a viewer program operating on the form file and the data file, to merge data from the data file into the form file, perform calculations, allow the user of the data processing system to review and change the data, and create viewable forms and reports.

2. The data processing system of claim 1, further comprising a client computer and a server computer.

3. The data processing system of claim 2, wherein the viewer program executes on the client computer and the server computer executes a database program, and wherein the form file and data file are transmitted from the client computer to the server computer for storing in a database on the server computer.

4. The data processing system of claim 3, wherein the form file and data file are transmitted from the client computer to the server computer over a network.

5. The data processing system of claim 1, further comprising an electronic file creation program that merges data exported from the form viewer program with a template that specifies the final format for electronic filing to create an efile form.

6. The data processing system of claim 5, further comprising a client computer executing the electronic file creation program.

7. The data processing system of claim 6, further comprising a server computer executing an electronic filing program for electronically filing the efile form.

8. The data processing system of claim 7, wherein the efile form may be filed by submitting the efile form on floppy diskette, CD-ROM, DVD, or any other form of removable computer storage.

9. The data processing system of claim 7, wherein the efile form may be filed by submitting the efile form by the file transfer protocol (FTP).

10. The data processing system of claim 7, wherein the efile form may be filed by submitting the efile form by email.

11. The data processing system of claim 7, wherein the efile form may be filed by submitting the efile form by the file transfer program (FTP), electronic mail, hypertext transfer protocol (HTTP), fax machine or other form of network data transfer.

12. The data processing system of claim 1, wherein calculations are performed immediately and dynamically in response to user input or data calculations.

13. The data processing system of claim 1, further comprising a form updater program for manually or automatically updating a form.

14. The data processing system of claim 1, wherein the viewer program checks the form file for directions to spawn, fill out, and present additional forms to the user.

15. The data processing system of claim 14, further comprising sets of related forms and form maps which detail the structure of the form sets in both graphical and textual formats.

16. The data processing system of claim 1, wherein the system analyzes data in order to determine additional forms that may be required that reflect the same data and totals as the form, creating a form compilation and directing the user to complete each form in the form compilation, then efiles the compilation as a single unit.

17. A method for designing, creating, and importing, on a digital computer having a memory and a processor executing a stored program, data into, a viewable form viewable by the user of a data processing system, comprising the steps of:

executing the stored program to create a form file that models the physical representation of the form and having fields that establish the calculations and rule conditions required to fill in the viewable form;

executing the stored program to import data from another application program into the form file thereby populating data fields in the form file with the imported data;

executing the stored program to manipulate the data in the data fields in the form file, allow the user of the data processing system to review and change the data, and create viewable forms and reports; and

printing the form.

18. The method of claim 17, further comprising the step of saving the viewable form as an editable web page.

19. The method of claim 17, further comprising the step of converting the viewable form to plain text and exporting the plain text to another computer system.

20. The method of claim 19, further comprising the step of encrypting the plain text.

21. The method of claim 17, further comprising the step of transmitting the viewable form from a client computer to a server computer and storing the viewable form in a database on the server computer.

22. The method of claim 21, wherein the viewable form is transmitted from the client computer to the server computer over a network.

23. The method of claim 17, further comprising the step of converting the viewable form into an efile form suitable for electronic filing.

24. The method of claim 23, further comprising the step of electronically filing the efile form.

25. The method of claim 24, wherein the step of electronically filing the efile form is performed by storing the efile form on a floppy diskette.

26. The method of claim 24, wherein the step of electronically filing the efile form is performed by submitting the efile form over a network by means of the File Transfer Protocol.

27. The method of claim 24, wherein the step of electronically filing the efile form is performed by submitting the efile form by email.

28. The method of claim 24, wherein the efile form may be filed by submitting the efile form by the file transfer program (FTP), electronic mail, hypertext transfer protocol (HTTP), fax machine or other form of network data transfer.

29. A method for designing, creating, and importing, on a digital computer having a memory and a processor executing a stored program, data into, a viewable form viewable by the user of a data processing system, comprising the steps of:

a form designer executing a forms designer program in the digital computer, the forms designer program allowing the form designer to create a form file that models the physical representation of the form and having fields that establish the calculations and rule conditions required to fill in the viewable form;

executing a data file importing program in the digital computer, the data file importing program importing data from an end user application program into a data file; and

subsequently an end user executing a viewer program, merging data in the data file with specific fields in the form file, allowing the user of the data processing system to review and change the data, performing calculations on the data, and generating the form.

30. The method of claim 29, further comprising the step of converting the viewable form into an efile form suitable for electronic filing and electronically filing the efile form.

31. The method of claim 30, wherein the efile form may be filed by submitting the efile form by the file transfer program (FTP), electronic mail, hypertext transfer protocol (HTTP), fax machine or other form of network data transfer.

32. The method of claim 29, wherein the form file further comprises static text and drawn elements.

33. A data processing system for designing, creating, and importing, on a digital computer having a memory and a processor executing a stored program, data into, a viewable form viewable by the user of a data processing system, comprising:

a computer having a memory and a processor;

a form designer program executing in the memory and directing the processor to create a form file that models the physical representation of a form and having fields that establish the calculations and rule conditions required to fill in the viewable form;

a program executing in the memory and directing the processor to import data from an end user application program into a data file; and

a program executing in the memory, directing the processor to generate a viewable form by merging data in the data file with specific fields in the form file, allow a user of the data processing system to review and change the data perform calculations on the data, and generate a form.

34. The data processing system of claim 33, further comprising a program executing in the memory and directing the processor to convert the viewable form into an efile form suitable for electronic filing and to electronically file the efile form.

35. The data processing system of claim 34, wherein the efile form may be filed by submitting the efile form by the file transfer program (FTP), electronic mail, hypertext transfer protocol (HTTP), fax machine or other form of network data transfer.

36. The data processing system of claim 33, wherein the form file further comprises static text and drawn elements.