SYSTEMS AND METHODS FOR STORING AND POPULATING FORMS

• US 20140149470A1
• Filed: 11/27/2012
• Published: 05/29/2014
• Est. Priority Date: 11/27/2012
• Status: Abandoned Application

• Current Assignee: Hazeltree Fund Services, Inc.
• Original Assignee: Sandeep Rawal
• Inventors: RAWAL, SANDEEP
• Application Number:
  US13/686,686
• Publication Number:
  US 20140149470A1
• Time in Patent Office: Days
• US Class Current: 707/812
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

Systems and methods relating to forms are provided. The form systems and methods may store and complete forms of any types from different form sources. According to some embodiments, the method completes a form by receiving data from different sources, allocating and assigning data attributes to the data, and determining a value for each field in the form. The method determines and stores an algorithm for determining a value for a field. The method determines a value for a field according to a user'"'"'s defined algorithm. The method may further generate an output form that is visually the same as the original form with fields completed following the instructions in the original form.

Claims

1. A method for storing and validating forms comprising:

receiving, at a computer system, a form comprising a hierarchy of sections, a section of the hierarchy of sections comprising a set of data elements, and a data element of the set of data elements comprising a data element value and data element metadata;

storing a first data table entry in a first data table corresponding to the data element, the first data table entry comprising a section identification (ID) identifying the section and associating the data element with the section; and

storing a second data table entry in a second data table corresponding to the data element, the second data table entry comprising the data element metadata and a link to the first data table entry.

2. The method of claim 1, further comprising storing a third data table entry in a third data table corresponding to the data element, wherein the third data table entry comprises the data element value and a second link to the first data table entry.

3. The method of claim 1, wherein the first data table entry comprises a data element identification (ID) identifying the data element in the first data table.

4. The method of claim 3, wherein the link to the first data table entry comprises the data element ID.

5. The method of claim 1, wherein the form comprises a second section being a subsection of the first section.

6. The method of claim 1, further comprising determining the data element value for the data element.

7. The method of claim 6, wherein determining the data element value comprises:

receiving a set of data records; and

assigning a set of attributes associated with the form to the set of data records.

8. The computer-implemented method of claim 1, further comprising storing a third data table entry in a third data table corresponding to the data element, the third data table entry comprising a metadata override and a second link to the second data table entry, wherein the metadata override is configured to override at least a portion of the data element metadata.

9. The computer-implemented method of claim 1, further comprising generating a visual output of the data element based on the first data entry and the second data entry.

10. The computer-implemented method of claim 9, wherein the visual output of the data element is generated according to the data element metadata.

11. The computer-implemented method of claim 1, wherein the data element metadata comprises a data element description, a visual style for the data element, or an algorithm associated with the data element value.

12. The computer-implemented method of claim 11, wherein the algorithm comprises a calculation for the data element value or a validation process for the data element value.

13. A form storage and validation system comprising:

a processor configured to receive a form comprising a hierarchy of sections, a section of the hierarchy of sections comprising a set of data elements, and a data element of the set of data elements comprising a data element value and data element metadata; and

a form store comprising a first data table and a second data table, wherein

the first data table stores a first data table entry corresponding to the data element, the first data table entry comprising a section identification (ID) identifying the section and associating the data element with the section, and

the second data table stores a second data table entry corresponding to the data element, the second data table entry comprising the data element metadata and a link to the first data table entry.

14. The form storage and validation system of claim 13, wherein the form store further comprises a third data table, wherein the third data table stores a third data table entry corresponding to the data element, the third data table entry comprising the data element value and a second link to the first data table entry.

15. The form storage and validation system of claim 13, wherein the first data table entry comprises a data element identification (ID) identifying the data element in the first data table.

16. The form storage and validation system of claim 15, wherein the link to the first data table entry comprises the data element ID.

17. The form storage and validation system of claim 13, wherein the data form comprises a second section being a subsection of the first section.

18. The form storage and validation system of claim 13, wherein the processor is further configured to determine the data element value.

19. The form storage and validation system of claim 18, wherein to determine the data element value for the data element, the processor is further configured to:

receive a set of data records; and

assign a set of attributes associated with the form to the set of data records.

20. The form storage and validation system of claim 13, wherein the data form store further comprises a third data table, wherein the third data table stores a third data table entry corresponding to the data element, the third data table entry comprising a metadata override and a second link to the second data table entry, wherein the metadata override is configured to override at least some of the data element metadata.

21. The form storage and validation system of claim 13, wherein the processor is further configured to generate a visual output of the data element based on the first data entry and the second data entry.

22. The form storage and validation system of claim 21, wherein the processor is configured to generate the visual output of the data element according to the data element metadata.

23. The form storage and validation system of claim 13, wherein the data element metadata comprises a data element description, a visual style for the data element, or an algorithm associated with the data element value.

24. The form storage and validation system of claim 13, wherein the algorithm comprises a calculation for the data element value or a validation process for the data element value.

25. A non-transitory computer readable medium comprising executable instructions, the instructions executable by a processor to perform a method, the method comprising:

receiving, at a computer system, a data form comprising a hierarchy of sections, a section of the hierarchy of sections comprising a set of data elements, and a data element of the set of data elements comprising a data element value and data element metadata;

storing a first data table entry in a first data table corresponding to the data element, the first data table entry comprising a section identification (ID) identifying the section and associating the data element with the section; and

storing a second data table entry in a second data table corresponding to the data element, the second data table entry comprising the data element metadata and a link to the first data table entry.