Template Author and Method of Driving Data Capture in Document Templates

• US 20090265613A1
• Filed: 04/20/2009
• Published: 10/22/2009
• Est. Priority Date: 04/22/2008
• Status: Abandoned Application

• Current Assignee: Thunderbird Limited, Thunderhead Limited
• Original Assignee: Thunderhead Limited
• Inventors: McLennan, James
• Application Number:
  US12/426,738
• Publication Number:
  US 20090265613A1
• Time in Patent Office: Days
• US Class Current: 715/234
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A method of providing data capture in a document template which has conditional criteria and data definitions. The method steps apply incomplete data to the document template; parse the document template; identify a data capture step; request data in response to the data capture step; and, re-parse the selected document template. The method further either identifies an nth data capture step and repeats the data request and re-parsing steps or generates a final document.

Claims

1. A method of providing data capture in a document template, the document template having conditional criteria and data definitions;

the method including one of applying incomplete initial data and not applying any initial data to the document template; and

(a) parsing the document template;

(b) identifying a data capture step;

(c) requesting data in response to the data capture step;

(d) re-parsing the selected document template;

wherein the method further includes either identifying an nth data capture step and so repeating steps (c) and (d) or generating a final document.

2. A method as claimed in claim 1, wherein the step of requesting data in response to the data capture step includes storing input data in a data store.

3. A method as claimed in claim 2, wherein the data capture steps are ordered in an assembly-tree order.

4. A method as claimed in claim 3, including selecting the document template from a suite of available document templates.

5. A method as claimed in claim 4, wherein the data definitions point to fixed text items within the document template, and a fixed text item so pointed to is included in the selected text.

6. A method as claimed in claim 5, wherein conditional criterion in the response template automatically activate alternative selections of fixed data within the document template according to whether the criterion is met or whether the criterion is not met and, if the selections of fixed data are unavailable then a data capture step is identified.

7. A method as claimed in claim 6, including selecting at least one medium from among a plurality of selectable media for providing the communication to the recipient;

composing the communication in a form suitable for use on each of said at least one selected medium; and

employing the or each of the selected medium to send the communication.

8. A carrier medium carrying software control code to, when running, implement the method according to any one of the preceding claims.

9. A computer system for generating a document from a document template, the document template having conditional criteria and data definitions;

the system including means for applying incomplete data to the document template; and

(a) parsing the document template;

(b) identifying a data capture step;

(c) requesting data in response to the data capture step;

(d) re-parsing the selected document template;

wherein the system further includes either identifying an nth data capture step and so repeating steps (c) and (d) or generating the document.

10. A template author operable to create and order a number of data capture steps in a document template;

the template author being operable to parse conditional criteria and data definitions of the document template; and

to determine a sequence for data capture steps.