Apparatus and method for dynamically creating a document

• US 6,006,242 A
• Filed: 04/05/1996
• Issued: 12/21/1999
• Est. Priority Date: 04/05/1996
• Status: Expired due to Term

• Current Assignee: Wolters Kluwer Financial Services Incorporated (Wolters Kluwer Nv)
• Original Assignee: Bankers Systems, Inc. (Wolters Kluwer Nv)
• Inventors: Wyman, Richard K., Poole, Donald L.
• Primary Examiner(s): Fetting, Anton
• Application Number:
  US08/628,874
• Time in Patent Office: 1,355 Days
• Field of Search: 707/505-508, 707/530-531
• US Class Current: 715/209
• CPC Class Codes: G06F 40/221 Parsing markup language streams streaming G06F40/149
• CPC Class Codes: G06F 40/295 Named entity recognition

Abstract

An apparatus and method for dynamically constructing electronic and printable documents and forms. An entity reference is read from a document instance and compared to entity identifiers provided in a catalog containing a plurality of entity identifiers. Each of the entity identifiers in the catalog is associated with an entity resolution process. An inference engine or other entity resolving processor is invoked to effectuate the resolution process associated with a matching entity identifier. The inference engine or entity resolving processor resolves the entity reference to a resolved entity, such as a component of text or graphics to be included in a document. Linking between the document, entity reference, and resolved entity provides for detailed auditing of the entity resolution process. A resolved entity may contain one or more embedded entity references which are similarly resolved. The dynamic document construction methodology may be implemented using a distributed networking approach, or on a stand-alone computer system. A significant advantage of the present invention concerns the re-usability of textual, graphical, and other components, thereby providing for the construction of any arbitrary document type having any arbitrary number of presentation formats. In one embodiment, the inference engine used to resolve entity references is converted to an executable form to enhance portability. A document or form constructed in accordance with the present invention may be published in printed or electronic form, such as in the form of a World Wide Web (Web) page.

Claims

1. A method of electronically constructing a document, comprising the steps of:

reading a text component reference;

comparing the text component reference to a plurality of text component identifiers provided in a catalog, each of the text component identifiers in the catalog being associated with a resolution strategy;

implementing, in response to successfully comparing the text component reference with a matching text component identifier in the catalog, a resolution strategy associated with the matching text component identifier in the catalog using an inference engine to resolve the text component reference to a corresponding resolved text component;

outputting the resolved text component for subsequent incorporation at a location in the document;

generating a plurality of distinct document versions of the resolved text components using an artificial intelligence expert system to create each of the plurality of document versions based on a decision generated by the expert system'"'"'s set of predetermined formatting rules; and

selecting one of the plurality of the document versions to be used as the document.

2. The method of claim 1, wherein:

the text component reference includes an embedded text component reference;

the implementing step includes the step of implementing, in response to successfully comparing the embedded text component reference with a matching text component identifier in the catalog, a resolution strategy associated with the matching text component identifier using an inference engine to resolve the embedded text component reference to a corresponding resolved embedded text component; and

outputting the resolved text component and the embedded text component for subsequent incorporation at the location in the document.

3. The method of claim 1, including the step of formatting the resolved text component in accordance with one of a plurality of formatting types.

4. The method of claim 1, including the step of entering the text component identifier and associated resolution strategy into the catalog.

5. The method of claim 1, wherein the outputting step includes the step of outputting the resolved text component for incorporation into the catalog using the inference engine.

6. The method of claim 1, wherein:

the catalog includes a plurality of text component identifiers, at least one of the plurality of text component identifiers being associated with a sequence of resolution strategies; and

the implementing step includes the step of implementing a first resolution strategy of the sequence of corresponding resolution strategies to resolve the text component reference to the resolved text component.

7. The method of claim 6, including the step of ordering the plurality of text component identifiers so as to control the sequence of resolution strategies in the catalog.

8. The method of claim 1, including the further steps of:

formatting the document in one of a plurality of format styles; and

outputting the formatted document in one of a printed and electronic form.

9. The method of claim 1, including the further steps of:

auditing the implementing step; and

storing auditing information in a file.

10. A method of electronically constructing a document, comprising the steps of:

reading an entity reference;

matching the entity reference with an entity identifier provided in a catalog containing a plurality of entity identifiers, each of the plurality of entity identifiers in the catalog being associated with an entity resolution process;

invoking one of a plurality of entity resolving processors to effectuate a resolution process associated with a matching entity identifier in the catalog;

resolving the entity reference to a resolved entity using the invoked entity resolving processor;

linking the resolved entity to a location in the document;

outputting the document in one of a printed and electronic form;

generating a plurality of distinct document versions of the resolved text components using an artificial intelligence expert system to create each of the plurality of document versions based on a decision generated by the expert system'"'"'s set of predetermined formatting rules; and

selecting one of the plurality of the document versions to be used as the document.

11. The method of claim 10, wherein:

the plurality of entity resolving processors includes an inference engine;

the resolving step includes the step of accessing a database containing text components using the inference engine; and

the linking step includes the step of linking the text component accessed from the database to the document location.

12. The method of claim 10, wherein:

the plurality of entity resolving processors includes an iterator; and

the resolving step includes the seeps of;

replicating content of the document using the iterator; and

resolving the entity reference to the resolved entity using the replicated document content.

13. The method of claim 12, wherein the replicated content includes content specified by one of a client of the iterator and a user.

14. The method of claim 10, wherein:

the plurality of entity resolving processors includes an entity resolving processor that implements an artificial intelligence procedure; and

the resolving step includes the step of resolving the entity reference to the resolved entity using the artificial intelligence procedure.

15. The method of claim 10, wherein:

the plurality of entity resolving processors includes an inquiry resolving processor that requests an input from a user; and

the resolving step includes the step of resolving the entity reference to the resolved entity using the input from the user.

16. The method of claim 10, wherein the resolving step includes the step of resolving the entity reference to the resolved entity using a transformation rule.

17. The method of claim 10, including the further steps of:

validating the document against a document type definition; and

parsing the entity reference after the step of reading the entity reference.

18. The method of claim 10, wherein:

the matching step includes the step of matching the entity reference with an entity identifier of a previously resolved entity provided in an entity cache prior to the step of matching the entity reference with the entity identifier provided in the catalog; and

the resolving step includes the step of resolving the entity reference to the resolved entity using the previously resolved entity provided in the entity cache so as to bypass the step of invoking one of the plurality of entity resolving processors.

19. The method of claim 10, wherein the linking step includes the step of linking the resolved entity to the location of the document and to an information source accessed by the invoked entity resolving processor.

20. The method of claim 19, including the step of auditing links between the resolved entity, the document, and the information source.

21. A system for electronically constructing a document, comprising:

a central processor coupled to a display and a user input device;

a local memory, coupled to the central processor, configured to store a plurality of catalogs each containing entity resolution strategies and corresponding entity identifiers;

a plurality of entity resolution processors implementable by the central processor;

comparing means for comparing an entity reference read from the user input device with a matching entity identifier contained in the plurality of catalogs stored in the local memory; and

a communications interface coupled to a communications channel and a remote information storage device;

wherein the central processor implements one of the plurality of entity resolution processors indicated by an entity resolution strategy of the matching entity identifier so as to resolve the entity reference read from the user input device to a resolved entity by using information stored in the remote information storage device, the resolved entity subsequently being incorporated into each of a plurality of document versions based on a decision generated by the expert system'"'"'s set of predetermined formatting rules, selecting one of the plurality of the document versions to be used as the document.

22. The system of claim 21, wherein the local memory is configured to store an audit log containing entity resolution information.

23. The system of claim 22, comprising means for browsing the audit log using the user input device and the display.

24. The system of claim 21, comprising means for replicating a portion of the document and incorporating the replicated portion into the document.

25. The system of claim 21, comprising formatting means for formatting the document for output to one of a printable form and an electronically displayable form.

26. A computer program product, comprising:

a computer usable medium having computer readable program code embodied therein for causing a computer to construct a document by a method including the steps of;

reading an entity reference;

comparing the entity reference to a plurality of entity identifiers provided in a catalog, each of the entity identifiers in the catalog being associated with a resolution strategy;

invoking, in response to successfully comparing the entity reference with a matching entity identifier in the catalog, one of a plurality of entity resolving processors associated with the matching entity identifier;

resolving the entity reference to a component using the invoked entity resolving processor to effectuate the resolution strategy associated with the matching entity identifier;

outputting the component for subsequent incorporation in the document;

generating a plurality of distinct document versions of the resolved text components using an artificial intelligence expert system to create each of the plurality of document versions based on a decision generated by the expert system'"'"'s set of predetermined formatting rules; and

selecting one of the plurality of the document versions to be used as the document.