Cross-tier intelligent document generation and management
First Claim
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1. A method comprising:
- submitting a data-populated template to be processed;
rendering a document as a function of the data-populated template;
dispatching the rendered document; and
sending a message to a correspondence management system to log the dispatching of the document.
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Abstract
This application relates to document generation and management and, more particularly, cross-tier intelligent document generation and management. Various embodiments provide systems, methods, and software to quickly generate document templates with fields associated with data items, instantiate documents from such document templates, and submit the documents for processing and dispatch to intended recipients.
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Citations
29 Claims
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1. A method comprising:
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submitting a data-populated template to be processed; rendering a document as a function of the data-populated template; dispatching the rendered document; and sending a message to a correspondence management system to log the dispatching of the document. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A system comprising:
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a data searching tool; a document editing tool; an application-level data source interface library providing data access services to the data search tool and the document editing tool; and a platform-level data source interface library including platform-level data access services, wherein the application-level data source interface library data access services are mapped to the platform-level data access services. - View Dependent Claims (9, 10, 11, 12)
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13. A system comprising:
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a platform level including; an entity data store; a document template data store, wherein a document template stored in the document template data store is associated with one or more entities stored in the entity data store; and a platform-level data store interface library including platform-level data access services; and an application level operative to generate a document as a function of a document template stored in the document template data store, wherein the application level includes an application-level data interface library including data access services mapped to platform-level data access services. - View Dependent Claims (14, 15, 16)
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17. A system comprising:
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a document editing application; a platform application, wherein the platform application includes stored document templates and data; a correspondence management application; wherein the document editing application; generates a document for editing as a function of document templates and data retrieved from the platform application, and submits generated and edited documents to the platform application for processing; and wherein the platform application renders and dispatches a document submitted from the document editing application and sends a message to the correspondence management application to log the document. - View Dependent Claims (18, 19, 20, 21)
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22. A system comprising:
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a platform application including data sources and a document template data store; a document template generation module including a series of user interfaces to guide a user through generation of a document template, wherein the series of user interfaces allow a user to; select a document template type, view available data sources and select fields from the data sources to include in the document template, add standard and custom text to the document template, organize the selected data source fields and added text within the document template, and store the document template in the document template data store; a document editing application capable of instantiating a document template from the document template data store, wherein a document template, when instantiated, is populated with data associated with the document template. - View Dependent Claims (23, 24)
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25. A machine-readable medium, with encoded instruction, which when executed, cause a machine to:
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submit a data-populated template to be processed; render a document as a function of the data-populated template; dispatch the rendered document; and send a message to a correspondence management system to log the dispatching of the document. - View Dependent Claims (26, 27, 28)
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29. A system comprising:
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a document editing application; a platform application, wherein the platform application includes stored document templates, data, and integration services to interface with one or more other applications, wherein the document editing application inserts data retrieved from at least one or more of the other applications via the integration services of the application platform into a document.
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Specification