Forms automation system implementation

• US 5,563,998 A
• Filed: 10/19/1990
• Issued: 10/08/1996
• Est. Priority Date: 10/19/1990
• Status: Expired due to Fees

• Current Assignee: Moore Business Forms Inc.
• Original Assignee: Moore Business Forms Inc.
• Inventors: Hoellig, Susan M., Hoholik, Anthony P., Yarwood, Donna L., Bevilacqua, Samuel D., Andersen, Andrew C., Sprague, Darlene R., Carr, Donald S., Yaksich, Mary J.
• Primary Examiner(s): Herndon, Heather R.
• Assistant Examiner(s): Fetting, Anton W.
• Application Number:
  US07/598,883
• Time in Patent Office: 2,181 Days
• Field of Search: 395/149, 395/148, 395/153, 395/154, 395/161, 395/200, 395/600
• US Class Current: 715/209
• CPC Class Codes: G06F 40/123 Storage facilities
• CPC Class Codes: G06F 40/151 Transformation
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

A system and method for the electronic design, storage, and distribution of business forms maximizes all of these functions, utilizing a forms automation platform and a central library facility. The forms automation platform includes customer profile, form profile, form field description, and distribution information files each having a unique customer identifier, and typically also having a unique form identifier, and including detailed information about each form. The central library facility includes customer profile, geographic profile, printer profile, distribution data, form profile, and form output format files; again unique customer identifiers, as well as specific form identifiers, are provided. Forms are automatically distributed by the central library facility to end user sites, at which remote computers are located, by polling for forms to be released, establishing a session with the end users to which release is to be made, and then electronically transferring the forms. Form profile information that is typically stored--in order to effectively process requests--include the software package used to design the form, a description of the form, the date of form creation and/or last revision, the number of parts, whether the form has landscape or portrait mode, the length, and the width of the form.

Claims

1. A method of electronically developing, producing, managing, and distributing a plurality of different business forms for an entity having a plurality of geographically remote use locations with different needs for different business forms, comprising the steps of:

(a) at a centralized location, storing the plurality of business forms in electronic format, each form having the following data associated therewith;

identification code for the form;

word description of the form;

software package used to design the form;

date of form creation or last revision;

number of parts to the form;

whether the form has landscape or portrait mode;

length of the form; and

width of the form;

(b) based upon geographic location, volume requirements, form construction, and equipment profile, determining which of the geographically remote use locations will be provided with business forms in electronic and/or preprinted form, and storing that information at said centralized location; and

(c) through electronic scheduling or in response to commands inputted at said centralized location, automatically distributing forms in electronic form, or distributing preprinted forms, from the centralized location to the geographically remote use locations for that particular form, according to the determinations provided in step (b).

2. A method as recited in claim 1 wherein a first of the use locations has a first printer with a first printer format, and wherein a second of the use locations has a second printer utilizing a second printer format different than the first printer format;

and wherein step (a) is practiced to store the business forms to be distributed to both the first and second use locations in both the first and second printer formats; and

wherein step (c) is practiced to distribute formats in electronic format to the first and second printers, for printing into paper forms at the first and second use locations.

3. A method as recited in claim 2 wherein a plurality of printers are provided at the use locations, and comprising the further step of assigning a unique printer code to each of the printers, and wherein steps (b) and (c) are practiced by transmitting an appropriate printer format electronic form to each selected printer utilizing the unique printer code.

4. A method of electronically creating and managing a plurality of different business forms, utilizing a first computer at a first location, and a second computer at a second location, comprising the steps of:

(a) at the first computer, creating a plurality of business forms in electronic format, including printer formats;

(b) allocating a session with the second computer;

(c) designating business forms for transfer;

(d) electronically transferring the designated forms from the first computer to the second computer;

(e) confirming that the transfer has taken place; and

(f) initiating a table population function at the second computer, and confirming when that function has been completed.

5. A system for production of business forms, comprising:

first computer means comprising a forms automation platform means;

for establishing each of a plurality of business forms in electronic format;

for determining print format information for said forms; and

for converting said electronic format to appropriate print formats based upon distribution profile information and print format information, to design a business form in electronic format;

second computer means at each of a plurality of end user sites, and including means for inputting variable information, if any, to be contained in the business forms to be produced;

third computer means comprising a central library means;

for processing requests for distribution to effect electronic distribution of forms; and

for providing information about print formats and distribution profiles to said second computer means;

said third computer means including a display and an inputting means for inputting commands regarding a specific business form or forms requested;

electronic communications means for providing communication between said forms automation platform means and said central library means, and between said central library means and said end user sites; and

said third computer means comprising a file comprising customer profile information including an identification uniquely identifying each customer, and address information for the customer;

a geographic profile including the customer identification and a unique code for each different geographic location of the customer'"'"'s facilities;

a printer profile file including the customer identification, and a code identifying each printer, and the type of printer, at each geographic location of the customer;

a distribution data file including the customer identification, a code to uniquely identify each form for a customer, and the code to uniquely identify each printer;

a form profile data file including the customer identification, and the code to identify each form for a customer; and

a form output file including the customer identification, and a code to uniquely identify the format of each form of the customer.

6. A system as recited in claim 5 wherein the form output file also includes a code that describes the form type, a code that describes the printer type, a file identification of where the format is stored, and a code to tell if the form is compressed;

and wherein the code to identify the format of each form identifies "print ready", "source", or "compiled".

7. A system as recited in claim 5 wherein the form profile data file includes therein a code to uniquely identify each revision of each form, a description of the form, the software package used to design the form, the date the form was created, the number of parts to the form, a code to identify landscape or portrait mode, the length of the form, and the width of the form.

8. A system as recited in claim 5 wherein the printer profile file also includes a description of the printer and printer type, a code of the printer type, and the name of the printer manufacturer.

9. A system as recited in claim 5 wherein the form profile data file is a parent of the form output format file and the distribution data file, and is a dependent of the file containing customer profile information.

10. A system as recited in claim 5 further comprising a user profile file having the customer identification, an indicator which either allows or prevents a user from signing on to the system and a flag to indicate new forms have arrived in the third computer means.

11. A system as recited in claim 5 further comprising a site profile file interrelated with the geographic profile file, and including the customer identification, an identifier to uniquely identify each site for the customer, a description of each site, and a unique code for each different geographic profile used.

12. A system as recited in claim 11 further comprising a corporate profile file having the customer identification, a code for each different corporate profile within a customer, and a plurality of levels in the corporate organization;

said corporate profile file being a dependent of the customer profile file, and a parent of the site profile file.

13. A system as recited in claim 5 further comprising a corporate profile file having the customer identification, a code for each different corporate profile within a customer, and a plurality of levels in the corporate organization;

said corporate profile file being a dependent of the customer profile file.

14. A system as recited in claim 5 further comprising a form field information file which is a dependent of the form profile data file, and includes the customer identification, the code to uniquely identify a form for a customer, a code to uniquely identify each revision of the form, a sequential number of fields within a form, a description of the length of the field, a description of the field format, and a description of whether the field is numeric, character, or the like.

15. A system for production of business forms, comprising:

first computer means comprising a forms automation platform means;

for establishing each of a plurality of business forms in electronic format;

for determining print format information for said forms; and

for converting said electronic format to appropriate print formats based upon said distribution profile information and print format information, to design a business form in electronic format;

second computer means at each of a plurality of end user sites, including means for inputting variable information, if any, to be contained in the business forms to be produced;

third computer means comprising a central library means;

for processing requests for distribution to effect electronic distribution of forms; and

for providing information about print formats and distribution profiles to said second computer means, said means including a display and an inputting means for inputting commands regarding the specific business form or forms requested;

communications means for providing communication between said forms automation platform means and said central library means, and between said central library means and said end user sites; and

said first computer means having;

a customer profile file including an identifier uniquely identifying a customer and a customer'"'"'s address;

a form profile file including the unique customer identifier, a unique identifier of a form for a customer, and physical information about the form;

a form file name file including the unique customer identifier and unique identifier for the form, and the type of printer the form is designed for; and

a distribution information file including the unique customer identifier, an indicator of whether or not a form has been selected for distribution to said third computer means, the unique form identifier, and the date of distribution of the form.

16. A system as recited in claim 15 wherein said form profile file includes as the form physical information therein;

the software on which the form was designed, the width of the form, the length of the form, the number of pages in the form, the number of parts of the form, and the page orientation of the form.

17. A system as recited in claim 16 wherein said form profile file also includes the release status of the form, the system date on which the form was created or revised, and the system date on which the form was last released.

18. A system as recited in claim 16 wherein said form profile file is a dependent of said customer profile file, and a parent to a field description file having the customer identifier, the unique form identifier, the form field length, the form field data type, and the form field data format.

19. A system as recited in claim 15 wherein said distribution information file is not a parent or dependent of other files.

20. A method of distributing business forms to each of a plurality of geographically remote end users, comprising the steps of:

(a) storing in electronic format in a computer a plurality of different business forms;

(b) also storing in the computer predefined commands, including date and extent of distribution commands, relating to the distribution of the electronic business forms;

(c) periodically polling the computer to locate applicable date commands;

(d) identifying forms for distribution in the computer;

(e) establishing a session between the computer and an end user;

(f) transferring the forms electronically from the computer to the end user; and

(g) acknowledging receipt of the forms by the end user from the computer.