System and method for managing template attributes

• US 7,366,974 B2
• Filed: 09/03/2004
• Issued: 04/29/2008
• Est. Priority Date: 09/03/2004
• Status: Active Grant

• Current Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Original Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Inventors: Kalajian, Henri, Jonas, Desmond
• Primary Examiner(s): Hong; Stephen
• Assistant Examiner(s): CAMPBELL, JOSHUA D
• Application Number:
  US10/933,848
• Publication Number:
  US 20060053369A1
• Time in Patent Office: 1,334 Days
• Field of Search: 715/500, 715/511, 715/513, 715/517, 715/522, 715/200, 715/229, 715/234, 715/243, 715/248, 707/10, 707/203
• US Class Current: 715/248
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 40/123 Storage facilities
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: Y10S 707/99953 Recoverability

Abstract

According to the invention, this invention redefines the concept of a template as a set of template attributes, such as font types and color schemes, that are accessed by document-generating applications to provide uniform functionality across an organization. The template attributes are stored and distributed throughout an organization in lieu of full document templates in order to reduce storage and transmission bandwidth requirements. The template attributes are distributed from a global server to regional servers and then to user workstations to facilitate propagation and enforcement of organization-wide document formatting protocols.

Claims

1. A method for facilitating generation of a template comprising:

sending a request to retrieve a copy of an information repository through the computer network, the information repository comprising network data identifying portions of a computer network to which attribute repositories apply, the information repository selecting an attribute repository from a plurality of attribute repositories with the most up-to-date version of attributes;

receiving the copy of an information repository from the computer network and storing the information repository in said computer-readable memory;

sending a request to retrieve a copy of the selected attribute repository through a computer network, the attribute repository comprising attributes, the attributes being divided into default attributes and template-type-specific attribute categories that include attributes that are specific to a particular template type, the attributes that are specific to a particular template type having been entered by a system administrator via a user-interface;

receiving the copy of the attribute repository from the computer network and storing the attribute repository in a computer-readable memory;

retrieving attributes from the computer-readable memory based on a selected template type;

instructing a computer-executable document generating application to generate the template of the selected template type in accordance with the attributes; and

generating the template of the selected template type in accordance with the attributes.

2. The method of claim 1 further comprising:

outputting configurable attributes, the configurable attributes comprising at least a portion of the retrieved attributes and being capable of configuration; and

receiving information specifying how the configurable attributes are to be configured.

3. The method of claim 1 wherein at least one of the retrieved attributes is a paper size attribute, a paper orientation attribute, a font type attribute, a font size attribute, a color attribute, a chart attribute, a diagram attribute, a table attribute, an image attribute, or a line attribute.

4. The method of claim 2 wherein at least one of the retrieved attributes is a paper size attribute, a paper orientation attribute, a font type attribute, a font size attribute, a color attribute, a chart attribute, a diagram attribute, a table attribute, an image attribute, or a line attribute.

5. A computer-readable memory carrying one or more sequences of instructions for managing template attributes, wherein execution of the one of more sequences of instructions by a computer causes the computer to perform the steps of:

sending a request to retrieve a copy of an information repository through the computer network, the information repository comprising network data identifying portions of a computer network to which attribute repositories apply, the information repository selecting an attribute repository from a plurality of attribute repositories with the most up-to-date version of attributes;

receiving the copy of the information repository from the computer network and storing the information repository in said computer-readable memory;

sending a request to retrieve a copy of the selected attribute repository through a computer network, the attribute repository comprising plurality of categories of data, each category associated with data pertaining to a template type; and

a plurality of sets of attributes, each set belonging to one of default template attributes and said categories, the attributes belonging to said categories having been entered by a system administrator via a user-interface;

receiving the copy of the attribute repository from the computer network and storing the attribute repository in said computer-readable memory;

retrieving attributes from the computer-readable memory based on a selected template type;

instructing a computer-executable document generating application to generate the template of the selected template type in accordance with the attributes; and

generating the template of the selected template type in accordance with the attributes.

6. The computer-readable memory of claim 5, further comprising:

a set of attributes that defines a format of templates associated with at least two template types.

7. The computer-readable memory of claim 5, wherein the information repository further comprises data identifying the template types associated with each attribute repository of the plurality of attribute repositories.

8. The computer-readable memory of claim 5, wherein the information repository further comprises data identifying current version information associated with the plurality of attribute repositories.

9. The computer-readable memory of claim 8, wherein the information repository further comprises data identifying addresses of computers to which the plurality of attribute repositories and the information repository are to be distributed.