Computer-implemented document manager application enabler system and method

• US 8,375,324 B1
• Filed: 11/25/2002
• Issued: 02/12/2013
• Est. Priority Date: 03/05/2002
• Status: Active Grant

• Current Assignee: Hyland Software Incorporated (HSI Holdings II Incorporated)
• Original Assignee: Hyland Software Incorporated (HSI Holdings II Incorporated)
• Inventors: Zubizarreta, Miguel, Vanegas, Alejandro
• Primary Examiner(s): Pesin, Boris
• Assistant Examiner(s): GREENE, SABRINA LETICIA
• Application Number:
  US10/303,430
• Time in Patent Office: 3,732 Days
• Field of Search: 715/513, 715/809, 715/516, 715/500, 715/733
• US Class Current: 715/809
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A computer-implemented system and method for retrieving documents stored in a document management system based upon data from an application. While an interface is displayed, associations are created between one or more fields on the application'"'"'s interface and one or more retrieval-related attributes of the document management system. Data that is subsequently provided for the fields is used to retrieve documents from the document management system based the created associations.

Claims

1. A computer-implemented method for enabling a host application to retrieve images of documents stored in a document management system through an enabler application that is used for creating an association between a field on an interface of the host application and a field of the document management system, the method comprising the steps of:

executing the enabler application and the host application;

displaying an interface of the host application while the host application is executing during run-time, wherein the interface of the host application contains one or more fields; and

after the interface is displayed, creating an association using the enabler application between a field on the interface of the host application and a field of the document management system used for retrieving document images from the document management system;

wherein data provided for the field on the interface of the host application during the execution of the host application is used to retrieve a document image from the document management system based upon the created association;

wherein the document management system facilitates electronic capturing of documents for storing and managing the documents;

wherein the steps of the methods are executed on one or more data processors.

2. The method of claim 1 wherein the host application is a business application.

3. The method of claim 1 wherein the host application is a Windows operating system-based application.

4. The method of claim 1 wherein the host application is a terminal emulation application.

5. The method of claim 1 wherein the document management system handles image files, paper, reports, application files, e-mails, and web content.

6. The method of claim 1 wherein a configuration process that allows the host application to interact with the document management system comprises:

executing the enabler application and the host application;

displaying the interface of the host application while the host application is executing during run-time, wherein the interface of the host application contains one or more fields; and

after the interface is displayed, creating the association using the enabler application between a field on the interface of the host application and a field of the document management system used for retrieving document images from the document management system;

wherein the configuration process links data in Windows operating system-based host application fields to information in the document management system.

7. The method of claim 1 wherein the interface is a text screen, wherein a configuration process that allows the host application to interact with the document management system comprises:

executing the enabler application and the host application;

displaying the interface of the host application while the host application is executing during run-time, wherein the interface of the host application contains one or more fields; and

after the interface is displayed, creating the association using the enabler application between a field on the interface of the host application and a field of the document management system used for retrieving document images from the document management system;

wherein the configuration process links text in a text screen to information in the document management system.

8. The method of claim 1 wherein a configuration process that allows the host application to interact with the document management system comprises:

executing the enabler application and the host application;

displaying the interface of the host application while the host application is executing during run-time, wherein the interface of the host application contains one or more fields; and

after the interface is displayed, creating the association using the enabler application between a field on the interface of the host application and a field of the document management system used for retrieving document images from the document management system;

wherein a toolbar means is used during the configuration process.

9. The method of claim 1 wherein a configuration process that allows the host application to interact with the document management system comprises:

executing the enabler application and the host application;

displaying the interface of the host application while the host application is executing during run-time, wherein the interface of the host application contains one or more fields; and

after the interface is displayed, creating the association using the enabler application between a field on the interface of the host application and a field of the document management system used for retrieving document images from the document management system;

wherein during the configuration process a graphical user interface device is used to select the interface for the host application in order for the interface to be captured.

10. The method of claim 9 wherein the graphical user interface device is a mouse.

11. The method of claim 9 further comprising the step during the configuration process of interrogating the operating system in order to obtain the name of the interface of the host application, wherein the obtained name is used as a first interface identifier.

12. The method of claim 11 wherein another interface of the host application is configured so that associations are created between the other interface'"'"'s fields and fields of the document management system, wherein the first interface identifier is used to determine which associations are to be used in retrieving documents from the document management system.

13. The method of claim 12 wherein the other interface is identified by a window identifier.

14. The method of claim 12 wherein the other interface is identified by an interface caption.

15. The method of claim 12 wherein the other interface is displayed within a parent window, wherein the position of the other interface within the parent window is used as an identifier of the other interface.

16. The method of claim 12 wherein absolute position of the other interface is used as an identifier of the other interface.

17. The method of claim 12 wherein relative position of the other interface is used as an identifier of the other interface.

18. The method of claim 1 wherein the field on the interface of the host application is identified through a unique window identifier that is assigned to controls appearing on the interface, wherein identification of the field on the interface of the host application is used to determine whether the data provided to the field on the interface of the host application is to be used in generating a query for retrieving documents from the document management system.

19. The method of claim 1 wherein the field on the interface of the host application is identified through position of the field on the interface of the host application on the interface, wherein identification of the field on the interface of the host application is used to determine whether the data provided to the field on the interface of the host application is to be used in generating a query for retrieving documents from the document management system.

20. The method of claim 1 wherein the field on the interface of the host application is identified through absolute position of the field on the interface of the host application, wherein identification of the field on the interface of the host application is used to determine whether the data provided to the field on the interface of the host application is to be used in generating a query for retrieving documents from the document management system.

21. The method of claim 1 wherein the field on the interface of the host application is identified based upon order in which operating system and the host application communicate to each other, wherein identification of the field on the interface of the host application is used to determine whether the data provided to the field on the interface of the host application is to be used in generating a query for retrieving documents from the document management system.

22. The method of claim 1 wherein the field comprises document types to be searched when retrieving documents from the document management while the application is executing.

23. The method of claim 22 wherein a configuration process that allows the host application to interact with the document management system comprises:

executing the enabler application and the host application;

displaying the interface of the host application while the host application is executing during run-time, wherein the interface of the host application contains one or more fields; and

after the interface is displayed, creating the association using the enabler application between a field on the interface of the host application and a field of the document management system used for retrieving document images from the document management system;

wherein the configuration process further comprises the step of selecting document types to be searched when retrieving documents from the document management system while the host application is executing.

24. The method of claim 1 wherein the field comprises a keyword type to be searched when retrieving documents from the document management while the host application is executing.

25. The method of claim 24 wherein a configuration process that allows the host application to interact with the document management system comprises:

executing the enabler application and the host application;

displaying the interface of the host application while the host application is executing during run-time, wherein the interface of the host application contains one or more fields; and

after the interface is displayed, creating the association using the enabler application between a field on the interface of the host application and a field of the document management system used for retrieving document images from the document management system;

wherein the configuration process further comprises the step of selecting a keyword type to be searched when retrieving documents from the document management system while the host application is executing.

26. The method of claim 24 wherein the field comprises document types to be searched when retrieving documents from the document management while the host application is executing.

27. The method of claim 1 further comprising specifying during the configuration process which stripping means are to be used for stripping data provided to the field on the interface of the host application before the data is used in retrieving documents from the document management system.

28. The method of claim 1 wherein a configuration process that allows the host application to interact with the document management system comprises:

executing the enabler application and the host application;

displaying the interface of the host application while the host application is executing during run-time, wherein the interface of the host application contains one or more fields; and

after the interface is displayed, creating the association using the enabler application between a field on the interface of the host application and a field of the document management system used for retrieving document images from the document management system;

wherein the configuration process further comprises configuring the field on the interface of the host application to be a hot spot, wherein the hot spot field is used to create a query that retrieves documents from the document management system based only upon information specified in the hot spot field.

29. The method of claim 1 wherein associations are created between other fields on the interface and fields of the document management system, wherein the information specified in the interface fields are used to create a query that retrieves documents from the document management system.

30. The method of claim 1 wherein a hierarchical graphical view is displayed for at least one host application that has been enabled for a document management system, wherein the hierarchical graphical view comprises document types, keyword types, and hot spots that are configured with respect to the host application.

31. The method of claim 1 wherein the host application is a terminal emulation application, wherein copy to clipboard configuration capability is used to define which keystrokes are used to select all the data in the terminal emulation application and which keystrokes are used to copy the selected data to the clipboard.

32. The method of claim 1 wherein documents stored in the document management system are retrieved by performing a keyboard event on the host application'"'"'s field that contains a keyword value.

33. The method of claim 32 wherein a configuration process that allows the host application to interact with the document management system comprises:

executing the enabler application and the host application;

displaying the interface of the host application while the host application is executing during run-time, wherein the interface of the host application contains one or more fields; and

after the interface is displayed, creating the association using the enabler application between a field on the interface of the host application and a field of the document management system used for retrieving document images from the document management system;

wherein the keystroke event that triggers the document search is determined during the configuration process.

34. The method of claim 1 wherein documents stored in the document management system are retrieved by performing a mouse event on the host application'"'"'s field that contains a keyword value.

35. The method of claim 34 wherein a configuration process that allows the host application to interact with the document management system comprises:

executing the enabler application and the host application;

displaying the interface of the host application while the host application is executing during run-time, wherein the interface of the host application contains one or more fields; and

after the interface is displayed, creating the association using the enabler application between a field on the interface of the host application and a field of the document management system used for retrieving document images from the document management system;

wherein the mouse event that triggers the document search is determined during the configuration process.

36. The method of claim 1 further comprising the steps of:

connecting to an underlying operating system message loop;

interrogating the operating system for contextual information and data values of the host application so that a query can be formed to retrieve documents from the document management system.

37. The method of claim 36 further comprising the step of:

generating a message that contains the data values and fires an event that can be used by the document management system to formulate the query.

38. The method of claim 36 wherein contextual information comprises interface identification information.

39. The method of claim 1 wherein a program is placed in shared memory so that mouse and keyboard events may be captured and used to determine whether documents are to be retrieved based upon data provided to the field on the interface of the host application.

40. The method of claim 1 wherein a verbose mode is used to debug a configuration of the application by displaying the data that will be sent to and used by the document management system for the retrieval of data.

41. The method of claim 1 wherein an indexing process is performed directly from the executing application, wherein the indexing assigns keyword values to documents from data provided to the interface, wherein a verbose mode is used to debug a configuration of the application by displaying the data that will be sent to and used by the document management system for indexing a document with the data transferred.

42. Computer software stored on a computer readable media, the computer software comprising program code for carrying out a method according to claim 1.

43. The method of claim 1 wherein an indexing process is performed using the enabler application, wherein the indexing assigns keyword values to documents from data provided to the interface for the host application.

44. The method of claim 43 wherein during the indexing process a user matches information currently displayed on the application interface with the document management system document to be indexed, wherein the indexing process is directed to eliminating need to re-key the index information of a document in the document management system.

45. The method of claim 1 wherein the host application is enabled by the enabler application to retrieve the document images stored in the document management system without custom programming.

46. One or more non-transitory computer-readable mediums encoded with instructions for commanding one or more data processors to execute steps for enabling a host application to retrieve images of documents stored in a document management system through an enabler application that is used for creating an association between a field on an interface of the host application and a field of the document management system, said steps comprising:

executing the enabler application and the host application;

displaying an interface of the host application while the host application is executing during run-time, wherein the interface of the host application contains one or more fields; and

after the interface is displayed, creating an association using the enabler application between a field on the interface of the host application and a field of the document management system used for retrieving document images from the document management system;

wherein data provided for the field on the interface of the host application during the execution of the host application is used to retrieve a document image from the document management system based upon the created association;

wherein the document management system facilitates electronic capturing of documents for storing and managing the documents.

47. A computer-implemented apparatus for enabling a host application to retrieve images of documents stored in a document management system through an enabler application that is used for creating an association between a field on an interface of the host application and a field of the document management system, said apparatus comprising a configuration interface, displayed on a display device, that allows a user to create mapping rules, wherein the mapping rules specify associations between interface-related attributes of the host application and fields of the document management system,

wherein the associations are created through the configuration interface while the fields of the host application were displayed during run-time execution of the host application;

wherein data provided for the fields on the interface of the host application during an execution of the host application is used to retrieve a document image from the document management system based upon the created associations;

wherein the document management system facilitates electronic capturing of documents for storing and managing the documents.

48. The apparatus of claim 47 wherein the interface-related attributes comprise data fields on the interface.

49. A computer-implemented apparatus for enabling a host application to retrieve images of documents stored in a document management system through an enabler application that is used for creating associations between fields on an interface of the host application and fields of the document management system based upon data from the host application, the apparatus comprising:

a computer-readable storage medium for storing mapping rules having associations between the fields on the interface of the host application and the fields of the document management system that are used for retrieving documents from the document management system, wherein the associations were created while the interface of the host application is displayed during run-time execution of the host application;

an interrogator module, executing on one or more data processors, that interacts with an operating system (OS) that is hosting the host application in order to determine whether a preselected interface event has occurred; and

an input event processor, executing on the one or more data processors, that receives interface data from the host application after detection of the interface event by the interrogator module,

said input event processor generating a document retrieval query based upon the mapping rules and the received interface data in order to retrieve a document image from the document management system;

wherein the document management system facilitates electronic capturing of documents for storing and managing the documents.

50. The apparatus of claim 49 wherein the interface-related attributes comprise data fields on the interface.