Interactive computerized document assembly system and method

• US 5,893,914 A
• Filed: 03/17/1997
• Issued: 04/13/1999
• Est. Priority Date: 12/11/1990
• Status: Expired due to Term

• Current Assignee: Chi Development Mgmt Ltd IV LLC (Intellectual Ventures LLC)
• Original Assignee: Barbara Clapp
• Inventors: Clapp, Barbara
• Primary Examiner(s): Tkacs, Stephen R.
• Application Number:
  US08/828,827
• Time in Patent Office: 757 Days
• Field of Search: 707/500, 707/505, 707/506, 707/507, 707/508, 707/511, 707/513, 707/517, 707/522, 707/526, 707/529, 707/530, 707/531, 707/539, 707/540, 707/900, 707/901, 707/908
• US Class Current: 715/205
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

An interactive computerized document assembly system includes a model template formed of a sequence of sections and having decisional options including clause repeats and conditional clauses and questions to be answered for a document to be assembled; as well as functions for indicating the location in the model template for the decisional options to identify the sequence of sections constituting the model template; a video display for displaying a portion of the template; an answer index for storing answers to questions posed in the portion of the template displayed, each of the questions having a unique identifier; merging with each displayed section or part thereof the answers corresponding to each displayed section or part thereof; and combining and redisplaying in sequence each displayed merged section or part thereof in order to assemble a document from the model template.

Claims

1. A document assembly system for use in assembling a document including at least a substantially textual portion comprising:

means for storing a model template formed of a sequence of sections and having decisional options including textual clause repeats and conditional clauses and questions to be answered for assembling a document;

means for indicating the location in said model template of said decisional options to identify the sequence of sections constituting said model template;

means for storing answers to questions posed in said template, each said question having a unique identifier; and

means for merging and outputting with each section or part thereof, the answer corresponding to each section in said sequence and for contemporaneously assembling an at least partly textual document when answers are supplied for said preselected section;

means operable by a user to select a desired section and to change any answer appearing therein while displaying the desired section, and

means for recreating the document text of a section in response to said change, as at least part of the document section is displayed or outputted, said recreating including, as required, re-executing any decisional options dependent upon the content of said answer.

2. The document assembly system of claim 1 in which said means for indicating the location of the decisional options includes means for representing the text offset of the beginning and end of each decisional option in the model template.

3. The document assembly system of claim 1 in which said means for storing answers includes an answer index having a unique identifier for each answer corresponding to its associated question.

4. The document assembly system of claim 3 in which said means for merging includes means for matching the identifier of each question with the corresponding answer identifier.

5. The document assembly system of claim 1 in which said means for merging and outputting includes means for detecting the location of the start of the next decision option in the template;

means for tracking the present position in the template; and

means, responsive to said present position being ahead of said start of the next decision option, for assembling into the document the template section up to the start of the next decision option.

6. The document assembly system of claim 1 in which said means for merging and outputting includes means, responsive to the present location being at or in a decision option, for determining whether the decision option is to be assembled into the document.

7. The document assembly system of claim 1 in which said means for merging and outputting includes means, responsive to the present location being at or past the end of a clause repeat, for deciding whether the clause represented by the clause repeat decisional option is to be repeated in the document.

8. The system of claim 1 wherein the means for assembling and the means for recreating the document text includes means for detecting the location of the start of the next decision option in the template;

means for tracking the present position in the template; and

means, responsive to said present position being ahead of said start of the next decision option, for assembling into the document the template section up to the start of the next decision option.

9. The system of claim 1 wherein the means for assembling and the means for recreating the document text includes means, responsive to the present location being at a decision option, for determining whether the decision option is to be assembled into the document.

10. The system of claim 1 wherein the means for assembling and the means for recreating the document text includes means, responsive to the present location being at the end of a clause repeat, for deciding whether the clause repeat decisional option is to be repeated in the document.

11. An interactive computerized document assembly system comprising:

means for storing a model template for a document including a sequence of question blanks to be replaced by information to form a complete document, and for storing a plurality of question blocks for said sequence of question blanks, instructions for manually entering information for said question blanks, and options for automatically inserting information for said question blanks;

means for displaying a portion of said template and for automatically highlighting in said displayed portion in sequence said question blanks to be replaced by information to form a complete document;

means, for each highlighted question blank, for automatically showing in conjunction with a portion of said displayed template portion, a said question block corresponding to the highlighted question blank;

means operable by a user to select a desired question block as shown on the display and to enter into said question block information to replace said highlighted question blank; and

means for contemporaneously recreating a portion of the completed document after said information is entered, in dependence on said information and for recreating other portions of the completed document as they are displayed or outputted.

12. The system of claim 11 in which said means for contemporaneously recreating a portion of the completed document includes means for removing said question block after said information is entered and redisplaying said template portion with at least the highlighted question blank replaced by the entered information before highlighting another said question blank in the sequence.

13. The system of claim 12 in which said means for re-displaying includes means for matching the identifier of each question with the corresponding answer index identifier.

14. The system of claim 11 further including means for indicating the location in said template of said question blanks and for representing the text offset at the beginning and end of each said question blank for assuring information entered for a said question blank is correctly positioned within the template.

15. The system of claim 11 in which said means for displaying includes a video display device.

16. The system of claim 11 further including means for storing said entered information to replace a highlighted question blank including an answer index having a unique identifier for each piece of information corresponding to its associated question blank.

17. A document assembly system for use in assembling a document including at least a substantially textual portion, comprising:

a model template stored on computer storage means, said template formed of a sequence of sections and decisional options which include textual clause repeats and conditional clauses and questions to be answered for assembling a document;

means operable by a user to select, retrieve for display, and effect display, beginning from any location within the document chosen by the user, of a said section with a decisional option shown in said displayed section, for showing the user where the result of a decision will appear in the context of the document;

means for storing answers supplied by the user in response to display of the decisional option for said displayed section; and

means for contemporaneously redisplaying in text form a said section as modified in accordance with the result of a decision executed after an answer was supplied, and for allowing the user to verify the correctness of the effect of the decision supplied in the context of each section of the document where the effect appears.

18. The document assembly system of claim 17 in which said means for contemporaneously redisplaying a said section along with an answer supplied includes:

means for marking the start and end locations of each displayed section,

means for evaluating whether an answer has changed after an answered is supplied; and

means, in response to said means for evaluating, for automatically retrieving the start of-the section containing the answer and redisplaying that section with the answer in place.

19. The system of claim 18 further including means for editing an answer supplied and for verifying the edited answer in place in the template section after an edited answer is supplied for immediately verifying the results of editing a previously supplied answer.

20. A method for operating a digital computer comprising a processor and memory to assemble a document including at least a substantially textual portion, comprising:

storing in the computer'"'"'s memory a model template formed of a sequence of sections and having decisional options including textual clause repeats and conditional clauses and questions to be answered for assembling a document;

storing in the computer memory indicators of the location in said model template of said decisional options to identify the sequence of sections constituting said model template;

storing in the memory answers to questions posed in said template, each said question having a unique identifier;

operating the computer to merge and output, with each section or part thereof, the answers corresponding to each said preselected section and contemporaneously assembling an at least partly textual document when answers are supplied for said preselected section; and

operating the computer to allow a user to view on a display and select a desired section of the document and to change any answer appearing therein, and in response to a said change recreating the document text of said section in response thereto, and including, as required, re-executing any decisional options depending upon the content of said answer, and recreating other portions of the completed document as they are displayed or outputted.

21. A method for operating a digital computer comprising a processor and memory to assemble a document including at least a substantially textual portion, comprising:

storing in said memory a model template, said template formed of a sequence of sections and decisional options which include textual, clause repeats and conditional clauses and questions to be answered for assembling a document;

operating the computer, while any section of the document is displayed, to retrieve and display a said section of the document with a decisional option shown in the displayed section for showing the user where the effect of the decision will appear in the context of the document;

receiving at least one answer supplied by a user in response to display of a decisional option;

storing in said memory answers supplied by a user in response to presentation to the user of a decisional option for said displayed section;

executing said decisional option responsive to the answer supplied; and

contemporaneously redisplaying in text form a said section as modified in accordance with the result of executing said decisional option responsive to said answer, allowing the user to verify the correctness of the effect of the decision supplied in the context of each section of the document where the effect appears.

22. A method of operating a digital computer having a processor and memory to assemble a document including at least a substantially textual portion, comprising:

storing in the computer'"'"'s memory a model template formed of a sequence of sections and having decisional options including textual clause repeats and conditional clauses and questions to be answered for assembling a document;

storing in the computer memory indicator of the location in said model template of said decisional options to identify the sequence of sections constituting said model template, storing in the memory answers to questions posed in said template, each said question having a unique identifier;

operating the computer to merge and output, with each section or part thereof, the answers corresponding to each said preselected section and also contemporaneously assembling an at least partly textual document when answers are supplied for said preselected section;

operating the computer to permit a user to view on a display, select and change any of said answers commencing from any place within the document; and

in response to a said change, operating the computer to recreate the document text of the section containing said answer, and to display or output the recreated text consistent with said change.