Dynamic Data Collection for Rule Based Documents

• US 20130232400A1
• Filed: 03/01/2012
• Published: 09/05/2013
• Est. Priority Date: 03/01/2012
• Status: Abandoned Application

• Current Assignee: Ben Hales, Brett Finnell, Taylor Olson
• Original Assignee: Ben Hales, Brett Finnell, Taylor Olson
• Inventors: Finnell, Brett, Olson, Taylor, Hales, Ben
• Application Number:
  US13/409,884
• Publication Number:
  US 20130232400A1
• Time in Patent Office: Days
• US Class Current: 715/224
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

Methods, systems, and apparatuses, including computer programs encoded on computer-readable media, for receiving an ordered list of nodes that defines contents of a transaction document. The one or more nodes include a data field associated with one or more data items. Transaction data associated one or more data items is received. Each node of the ordered list of nodes is executed to generate a result tree that includes at least a portion of the transaction data. The result tree is sent to a remote device that displays a first document in a first format based upon the result tree. A second document is rendered in a second format based upon the result tree and sent to the remote device.

Claims

1. A method comprising:

receiving an ordered list of nodes that defines contents of a transaction document, wherein one or more nodes comprise a data field associated with one or more data items;

receiving transaction data associated one or more data items;

executing, using one or more processors, each node of the ordered list of nodes to generate a result tree, wherein the result tree comprises at least a portion of the transaction data;

sending the result tree to a remote device, wherein the remote device displays a first document in a first format based upon the result tree;

rendering a second document in a second format based upon the result tree; and

sending the second document to the remote device.

2. The method of claim 1, further comprising:

receiving a modification to the ordered list of nodes;

executing each node of the modified ordered list of nodes to generate a second result tree;

sending the second result tree to a remote device, wherein the remote device displays a modified first document in a first format based upon the second result tree;

rendering a modified second document in the second format based upon the second result tree; and

sending the modified second document to the remote device.

3. The method of claim 1, wherein the first format is a markup language and the second format is portable document format (PDF).

4. The method of claim 1, further comprising:

determining a set of documents associated with the transaction based upon the transaction data, wherein the set of documents includes the transaction document.

5. The method of claim 1, further comprising:

generating a mapping of data fields to data items; and

sending the mapping to the remote device.

6. The method of claim 5, further comprising:

receiving additional transaction data associated with one or more data items from the remote device;

receiving a request to execute a subset of the ordered list of nodes, wherein each node of the subset of the ordered list of nodes comprises one or more of the one or more data items associated with the additional transaction data, and wherein the subset of the ordered list of nodes is based upon the mapping of data fields to data items;

executing the subset of the ordered list of nodes to generate a partial result tree; and

sending the partial result tree to the remote device.

7. The method of claim 1, further comprising:

determining a set of documents associated with the transaction based upon the transaction data, wherein the set of documents includes the transaction document;

receiving additional transactions data associated with one or more data items from the remote device; and

revising the set of documents based upon the additional transaction data.

8. The method of claim 1, further comprising:

determining a data field including two or more data items;

generating instructions for collecting data associated with the two or more data items, wherein the instructions define a pop-up window; and

sending the instructions to the remote device.

9. The method of claim 8, wherein the instructions comprise a data field for each of the two or more data items.

10. A non-transitory computer-readable medium having instructions stored thereon that when executed by a computing device, cause the computing device to perform the method of claim 1.

19. The method of claim 1, further comprising:

receiving a modification to the ordered list of nodes;

executing each node of the modified ordered list of nodes to generate a second result tree;

sending the second result tree to a remote device, wherein the remote device displays a modified first document in a first format based upon the second result tree;

rendering a modified second document in the second format based upon the second result tree; and

sending the modified second document to the remote device.

11. A method comprising:

receiving initial transaction data associated with a transaction;

determining a set of one or more transaction documents associated with the transaction based upon the received initial transaction data;

receiving a request to render a first transaction document from a remote device in a first format;

receiving an ordered list of nodes that defines contents of the first transaction document, wherein one or more nodes comprise a data field associated with one or more data items;

executing, using one or more processors, each node of the ordered list of nodes to generate a result tree, wherein the result tree comprises at least a portion of the initial transaction data;

sending the result tree to a remote device, wherein the remote device displays the first transaction document in a first format based upon the result tree;

receiving a request to render the first transaction document from the remote device in a second format;

rendering the first transaction document in a second format based upon the result tree; and

sending the first transaction document in the second format to the remote device.

12. The method of claim 11, wherein the first format is a markup language and the second format is portable document format (PDF).

13. The method of claim 11, further comprising:

generating a mapping of data fields to data items; and

sending the mapping to the remote device.

14. The method of claim 13, further comprising:

receiving additional transaction data associated with one or more data items from the remote device;

receiving a request to execute a subset of the ordered list of nodes, wherein each node of the subset of the ordered list of nodes comprises one or more of the one or more data items associated with the additional transaction data, and wherein the subset of the ordered list of nodes is based upon the mapping of data fields to data items;

executing the subset of the ordered list of nodes to generate a partial result tree; and

sending the partial result tree to the remote device.

15. The method of claim 11, further comprising:

receiving additional transaction data associated with the transaction from the remote device; and

revising the set of one or more transactional documents based upon the additional transaction data.

16. The method of claim 11, further comprising:

determining a data field within the first transaction document includes two or more data items;

generating instructions for collecting data associated with the two or more data items, wherein the instructions define a pop-up window; and

sending the instructions to the remote device.

17. The method of claim 16, wherein the instructions comprise a data field for each of the two or more data items.

18. The method of claim 11, wherein executing one or more nodes comprises receiving results from executing external instructions, and wherein the result tree includes the results.

20. A non-transitory computer-readable medium having instructions stored thereon that when executed by a computing device, cause the computing device to perform the method of claim 11.