Self-directed routable electronic form system and method

• US 6,704,906 B1
• Filed: 03/27/1999
• Issued: 03/09/2004
• Est. Priority Date: 03/27/1999
• Status: Expired due to Fees

• Current Assignee: Movaris Incorporated
• Original Assignee: Movaris Incorporated
• Inventors: Hoover, Nathan, Yankovich, Steve, Porter, Ed
• Primary Examiner(s): Hong, Stephen S.
• Assistant Examiner(s): HUTTON JR, WILLIAM D
• Application Number:
  US09/281,147
• Time in Patent Office: 1,809 Days
• Field of Search: 707/505, 707/506, 707/507, 707/508, 707/516, 715/505, 715/506, 715/507, 715/508, 715/576
• US Class Current: 715/222
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: H04L 67/02 based on web technology, e.g. hypertext transfer protocol [HTTP]
• CPC Class Codes: H04L 67/63 Routing a service request depending on the request content or context
• CPC Class Codes: H04L 69/329 in the application layer [OSI layer 7]
• CPC Class Codes: H04L 9/40 Network security protocols

Abstract

This invention provides for a self-directed routable electronic form generation system and method where each user in the process defines the next, or all the subsequent user routing. The invention resides in providing rules and guidelines that define routing to exist completely within the electronic form itself. Residing in the electronic form these routing rules are dynamically changed based on data input to the form, providing visual clues to the routing based on that input. The present invention generates in the approver'"'"'s view of the form appropriate visual elements corresponding with allowable actions of this subsequent viewer. The present invention also provides visual clues as to the next routing destination based on the electronics form current fill-in data, or based on any changes the approver makes to fill-in data, all without server interaction. This sequence continues until the electronics “form flow” is complete and an end point is reached.

Claims

1. A self-directed routable electronic form generation system to process one or more automated electronic forms, the system comprising:

a client computer to generate the one or more self-directed routable electronic forms, wherein each automated electronic form includes;

a plurality of visual elements having text or data fields and graphical elements for receiving user data input for form fill-in; and

a plurality of non-visual programmatic elements linked to the plurality of visual elements to process the received user data input, wherein the client computer processes the received user data input to automatically change the plurality of visual elements or the plurality of non-visual programmatic elements in response to the received user data input without server intervention; and

a server remotely coupled to the client computer via a network, wherein a server-side application resident in the server processes the received user data input and determines whether to route the automated electronic form to a particular recipient according to the received user data input, wherein the particular recipient contact information is provided by the user upon request from the server, the server further to determine whether to change routing of the electronic form based on changes introduced into the electronic form by the particular recipient.

2. The self-directed electronic form generation system of claim 1 wherein upon submission of a completed electronic form by a user, the server-side application uses the received user data input provided by the automated electronic form to further query a submitting user to identify one or more subsequent users for further routing of the automated electronic form.

3. The self-directed electronic form generation system of claim 2 wherein the client computer provides the submitting user one or more visual clues on the form for a self directed routing approach.

4. The self-directed electronic form generation system of claim 3, wherein with each successive route by the server-side application to each subsequent user, a form routing path defined by a previous user may be changed by modifying a set of selected elements in a routing of each electronic form itself.

5. The self-directed routable electronic form generation system of claim 1 wherein at least one of the visual elements and the non-visual programmatic elements automatically change based on the user data input.

6. The self-directed routable electronic form generation system of claim 5 wherein portions of the electronic form including at least one of the visual elements and the non-visual programmatic elements is made to be visible as the user data input is entered in previous portions of the electronic form.

7. The self-directed routable electronic form generation of claim 1 wherein at least one of the visual elements and the non-visual programmatic elements is modified to be visual or non-visual based on the received user data input.

8. The self-directed routable electronic form generation system of claim 1 further comprising a plurality of programmable business rules to modify at least one of the visual elements and the non-visual programmatic elements.

9. The self-directed routable electronic form generation system of claim 1 wherein visual elements comprise at least one of a signature line, label, date line, and a date label.

10. The self-directed routable electronic form generation system of claim 9 wherein the user data input is a special identifier corresponding to a signature on the signature line.

11. The self-directed routable electronic form generation system of claim 10 wherein the special identifier is authenticated by an authentication application.

12. The self-directed routable electronic form generation system of claim 10 wherein the special identifier has an attached user identification.

13. The self-directed routable electronic form generation system of claim 10 wherein the special identifier has an attached entity identification.

14. The self-directed routable electronic form generation system of claim 1 wherein the user data input is stored in a database.

15. The self-directed routable electronic form generation system of claim 14 wherein the database also includes transaction history and transaction logs for electronic forms.

16. The self-directed routable electronic form generation system of claim 1 wherein a portion of filtered user data input is stored in a database.

17. The self-directed routable electronic form generation system of claim 1 further comprising a notification sent when the user data input is input into the electronic form.

18. The self-directed routable electronic form generation system of claim 17 wherein the notification comprises an email with a link to the electronic form.

19. The self-directed routable electronic form generation system of claim 1 wherein each electronic form with received user data input is entered into a queue.

20. The self-directed routable electronic form generation system of claim 19 further comprising a timer triggered for timing an electronic form when the electronic form enters the queue.

21. The self-directed routable electronic form generation system of claim 1 wherein each electronic form is a document type selected from the group consisting of:

PDF, HTML, XML, MS Word, or GIF.

22. A self-directed routable electronic form comprising:

a plurality of visual elements including text/data fields and graphical elements for data input and action selection for form fill-in; and

a plurality of non-visual programmatic elements linked to a set of user data input elements to modify or provide a selection of visual elements, wherein the visual elements and non-visual programmatic elements are modified according to user data input elements independently of a server, and wherein the server determines whether to route the electronic form to a particular recipient based on the user data input elements, wherein the particular recipient contact information is provided by the user upon request from the server, the server further to determine whether to change routing of the electronic form based on changes introduced into the electronic form by the particular recipient.

23. The self-directed routable electronic form of claim 22 wherein each electronic form is a document type selected from the group consisting of:

PDF, HTML, XML, MS Word, or GIF.

24. The self-directed routable electronic form of claim 22 wherein at least one of the visual elements and the non-visual programmatic elements is modified to be visual or non-visual based on user data input elements.

25. The self-directed routable electronic form of claim 22 wherein visual elements further comprise at least one of signature lines, labels, date lines, or date labels.

26. The self-directed routable electronic form of claim 22 further comprising a plurality of programmable business rules to modify at least one of the visual elements and the non-visual programmatic elements.

27. The self-directed routable electronic form of claim 22 wherein portions of the electronic form including at least one of the visual elements and the non-visual programmatic elements are made to be visible as user data input elements are entered in previous portions of the electronic form.

28. The self-directed routable electronic form of claim 27 wherein the user data input element is a special identifier corresponding to a signature on the signature line.

29. The self-directed routable electronic form generation process of claim 28 wherein the user data input is a special identifier corresponding to a signature on the signature line.

30. A self-directed routable electronic form generation process comprising:

generating by a client computer at least one automated electronic form, wherein generating each automated electronic form includes;

providing a plurality of visual elements having text or data fields and graphical elements for received user data input for form fill-in; and

providing a plurality of non-visual programmatic elements linked to the plurality of visual elements to process the received user data input,

wherein the client computer processes the received user data input to automatically change at least one of the visual elements and the non-visual programmatic elements in response to the received user data input without server intervention; and

providing a server-side application residing on a server to selectively provide the received user data input over the server to another computer, wherein the server-side application processes the received user data input and determines whether to route the automated electronic form to a particular recipient according to the received user data input, wherein the particular recipient contact information is provided by the user upon request from the server, the server further to determine whether to change routing of the electronic form based on changes introduced into the electronic form by the particular recipient.

31. The self-directed routable electronic form generation process of claim 30 wherein upon submission of an automated electronic form by a user, the server-side application processes the received user data input provided by the automated electronic form to further query a submitting user to identify one or more subsequent users for further routing of the automated electronic form.

32. The self-directed routable electronic form generation process of claim 30 wherein visual elements comprise at least one of a signature line, label, date line, and a date label.

33. The self-directed routable electronic process of claim 30 wherein each electronic form is a document type selected from the group consisting of:

PDF, HTML, XML, MS Word, or GIF.