Document assembly system with assembly logic

• US 5,729,751 A
• Filed: 03/15/1995
• Issued: 03/17/1998
• Est. Priority Date: 03/15/1995
• Status: Expired due to Term

• Current Assignee: Thomson Reuters Enterprise Centre GmbH (The Woodbridge Co. Ltd.)
• Original Assignee: Automated Legal Systems, Inc.
• Inventors: Schoolcraft, Alan L.
• Primary Examiner(s): Feild, Joseph H.
• Assistant Examiner(s): HONG, STEPHEN S
• Application Number:
  US08/404,379
• Time in Patent Office: 1,098 Days
• Field of Search: 395/144-149, 395/766, 395/767, 395/758, 395/772, 395/776, 395/779, 395/788, 395/792, 395/793, 395/802, 395/803, 395/616, 395/819, 395/757, 364/419.1, 364/419, 364/17, 364/419.19
• US Class Current: 715/207
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

A system and method for assembling and displaying information include a run time module (12) coupled to documents (14-16). The run time module (12) is also coupled to a user interface (18). The run time module processes codes embedded in the documents (14-16) by making use of assembly questions databases (20), assembly answer database (22), merge phase questions databases (24), merge answer database (26), logic database (28), merge phase code list (30), and other memory (32). The codes in the documents provide an index to the questions databases and to the logic databases, so that questions and logic pertaining to how the assembly is to occur may be generated by separate programming as a dynamic process as the assembly occurs. Assembly occurs in a two part process, where a first phase determines what text is to be included in a document and a second phase determines how that text is to be modified for a particular document.

Claims

1. A document assembly system for interactively assembling a document, comprising:

a run time module memory in which run time programming is stored;

a document memory in which a document is stored, said document including a plurality of manipulation codes and a plurality of question codes;

a question database including a plurality of question records, each of said question records including question information associated with each respective question code;

a logic database including a plurality of logic expressions, each of said logic expressions indexed by a corresponding question code or manipulation code and representing programming to be executed as said document is being assembled;

wherein said run time programming instructs said run time module to sequence through said document and to identify said codes, and to execute the following tasks;

(1) upon encountering any one of said question codes, evaluating the associated question information to determine whether an associated logic record exists, and, if no associated logic record exists, using the question information to present a question and receive an answer, and if an associated logic record exists, evaluating the associated logic record to determine whether to execute a logical expression in the action field of the associated logic record, and (2) upon encountering any one of said manipulation codes, evaluating the associated logic record to determine whether to execute a logic expression contained in the logic record, execution of the logic expression, if performed, resulting in manipulation of one or more of said answers or the generation of new content of said document.

2. The document assembly system of claim 1, wherein said question information includes question text data and question formatting data for presenting questions.

3. The document assembly system of claim 1, wherein said manipulation codes include insert codes, and wherein said processor, upon encountering any one of said insert codes, is operable to insert information as directed by the action field of an associated logic record if the appropriate condition is evaluated in the condition field of the associated logic record.

4. The document assembly system of claim 1, wherein said manipulation codes include delete codes, and wherein said processor, upon encountering any one of said delete codes, is operable to delete information as directed by the action field of an associated logic record if the appropriate condition is evaluated in the condition field of the associated logic record.

5. The document assembly system of claim 1, wherein each question record includes a logic field, said logic field being used to determine whether one or more associated logic records exist.

6. The document assembly system of claim 1, wherein each question record includes a value field, said value field being capable of being referenced by said condition fields.

7. The document assembly system of claim 1, wherein said condition fields include boolean logic.

8. The document assembly system of claim 1, wherein said condition fields include mathematical formulae.

9. The document assembly system of claim 1, wherein said action fields include executable commands.

10. The document assembly system of claim 1, each of said logic records further comprising a return value field, said return value field including an object for use in connection with said action field.

11. The document assembly system of claim 10, wherein said object comprises a string constant.

12. The document assembly system of claim 10, wherein said object comprises a string expression.

13. The document assembly system of claim 10, wherein said object comprises a mathematical expression.

14. The document assembly system of claim 1, and further comprising an assembly questions database including assembly questions information, and wherein said processor is operable to process assembly questions before sequencing through the document.

15. The document assembly system of claim 1, wherein action fields associated with question codes include default, copy, assign, and skip actions.

16. A method of assembling a document, comprising:

sequencing through the document to identify codes, the codes including question codes and manipulation codes;

upon encountering any one of the manipulation codes, evaluating an associated logic record of a logic database to determine whether to execute a logic expression of the associated logic record; and

upon encountering any one of said question codes, evaluating question information of an associated question database to determine whether an associated logic record exists, and, if no associated logic record exists, using the question information to present a question and receive an answer, and if an associated logic record exists, evaluating the associated logic record to determine whether to execute a logic expression of the associated logic record;

wherein execution of any said logic expression is performed as said document is being assembled and results in the manipulation of one or more of said answers or the generation of new content of said document.

17. The method of claim 16, and further comprising asking assembly questions before sequencing through the document.

18. The method of claim 16, wherein the manipulation codes include insert codes, and further comprising, upon encountering any one of the insert codes, inserting information as directed by the action field of an associated logic record if the appropriate condition is evaluated in the condition field of the associated logic record.

19. The method of claim 16, wherein the manipulation codes include delete codes, and further comprising, upon encountering any one of the delete codes, deleting information as directed by the action field of an associated logic record if the appropriate condition is evaluated in the condition field of the associated logic record.

20. The method of claim 16, and further comprising validating an answer after the answer has been received.

21. A method of assembling a final document from a source document, comprising:

sequencing through the source document to identify a first said of question codes, which represent questions that determine what portions of said source document are to be included in said final document, and to identify manipulation codes;

upon encountering any one of said first set of question codes, evaluating question information of an associated question database to determine whether an associated logic record exists, and, if no associated logic record exists, using the question information to present a question and receive an answer, and if an associated logic record exists, evaluating the associated logic record to determine whether to execute a logic expression of the associated logic record;

upon encountering any one of the manipulation codes, evaluating an associated logic records of a logic database to determine whether to execute a logic expression of the associated logic records, execution of the logic expression, if performed, resulting in generation of content of said document; and

wherein execution of any said logic expression may result in manipulation of said source document or in generating content of said final document; and

repeating said evaluating steps for a second set of question codes, which represent questions that are to be used to complete said final document.

22. The method of claim 21, wherein said logic expressions determine whether one of said answers is to be inserted.

23. The method of claim 21, wherein said logic expressions calculate text to be inserted.

24. The method of claim 21, wherein said logic expressions perform boolean logic pertaining to at least one of said answers.

25. The method of claim 21, wherein said logic expressions retrieve text data from an external source.

26. The method of claim 21, further comprising the step of validating one or more of said answers.