Systems and methods for creating documents from templates

• US 8,516,007 B1
• Filed: 09/13/2011
• Issued: 08/20/2013
• Est. Priority Date: 04/08/2008
• Status: Active Grant

• Current Assignee: United Services Automobile Association
• Original Assignee: United Services Automobile Association
• Inventors: Bargas, Isauro, Annamalai, Maheshwer, Abraham, Anil C.
• Primary Examiner(s): Hwa, Shyue Jiunn
• Application Number:
  US13/231,694
• Time in Patent Office: 707 Days
• Field of Search: 707/802, 707/790
• US Class Current: 707/802
• CPC Class Codes: G06F 40/186 Templates

Abstract

A merge application creates a particular set of documents for a particular matter. The merge application receives a selection of a particular master template corresponding to the particular set of documents, where the selected master template specifies a plurality of slave templates, and also receives a selection of a data structure from a database with data relating to the particular matter. The selected master template and the selected data structure are employed to produce the set of documents for the particular matter in an electronic form, where a corresponding document of the set is produced for each specified slave template in the selected master template. Each corresponding document is produced according to common content in the slave template and data in the selected data structure in the database referred to by placeholders in the slave template.

Claims

1. A method for creating a particular set of documents for a matter, comprising:

instantiating, on a computing device, a merge application independent of an underlying application of each document;

receiving, at the merge application, a selection of a master template corresponding to the particular set of documents, the selected master template specifying a slave template;

receiving, at the merge application, a selection of a data structure from a database, the data structure corresponding to collected and organized data relating to the matter;

employing, at the merge application, the selected master template and the selected data structure to produce an electronic set of documents for the matter, a corresponding document of the set being produced for each specified slave template in the selected master template;

producing the corresponding document according to common content in the slave template, data in the database referred to by unvarying bookmarks in the slave template, and data in the selected data structure in the database referred to by placeholders in the slave template;

receive at the merge application a selection of a particular remotely accessible envelope template; and

employing at the merge application the selected envelope template and the selected data structure to produce envelopes corresponding to the produced set of document.

2. The method of claim 1, further comprising receiving at the merge application a selection of a particular remotely accessible envelope template wherein each remotely accessible envelope template is specified in a format independent of the underlying application of each.

3. The method of claim 2, wherein the format of each envelope template is an extensible markup language (XML).

4. The method of claim 1, wherein the produced electronic set of documents in the electronic form is then printed.

5. The method of claim 1, wherein the data structure in the database is specified in a format independent of the underlying application of each document.

6. The method of claim 1, further comprising using a number of slave templates with common content, common placeholders, and common bookmarks to create differing corresponding documents, where each differing corresponding document is differentiated according to the data at the placeholders in the slave template.

7. A non-transitory computer-readable storage medium having computer-executable instructions for creating a particular set of documents for a matter, the computer-executable instructions executable by a processor to:

instantiate, on a computing device, a merge application independent of an underlying application of each document;

receive, at the merge application, a selection of a master template corresponding to the particular set of documents, the selected master template specifying a slave template;

receive, at the merge application, a selection of a data structure from a database, the data structure corresponding to collected and organized data relating to the matter;

employ, at the merge application, the selected master template and the selected data structure to produce an electronic set of documents for the matter, a corresponding document of the set being produced for each specified slave template in the selected master template;

produce the corresponding document according to common content in the slave template, data in the database referred to by unvarying bookmarks in the slave template, and data in the selected data structure in the database referred to by placeholders in the slave template;

receive at the merge application a selection of a particular remotely accessible envelope template; and

employing at the merge application the selected envelope template to produce envelopes corresponding to the produced set of documents.

8. The non-transitory computer-readable medium of claim 7, wherein the comprising executable instructions to receive at the merge application the selection of the particular remotely accessible envelope template further comprise instructions wherein each remotely accessible envelope template is specified in a format independent of the underlying application of each document.

9. The non-transitory computer-readable medium of claim 8, further comprising executable instructions to:

employ at the merge application the selected data structure; and

produce envelopes corresponding to the produced electronic set of documents.

10. The non-transitory computer-readable medium of claim 9, wherein the executable instructions to produce envelopes further include executable instructions to address the produced envelopes to recipients of the electronic set of documents.

11. The non-transitory computer-readable medium of claim 7, wherein the executable instructions to receive the data structure further include executable instruction to receive the data structure that is a structured query language (SQL) data structure in a SQL database.

12. The non-transitory computer-readable medium of claim 7, further comprising executable instructions to use a number of slave templates with common content, common placeholders, and common bookmarks to create differing corresponding documents where each differing corresponding document is differentiated according to the data at the placeholders in the slave template and the bookmarks in the slave template are updated by updating corresponding data in the database.

13. The non-transitory computer-readable medium of claim 12, wherein the executable instructions to update the bookmarks in the slave template further comprise executable instructions to update the corresponding data in the database without updating the slave template.

14. A system for creating a particular set of documents for a matter, comprising:

a sub-system configured to instantiate, on a computing, a merge application independent of an underlying application of each document;

a sub-system configured to receive, at the merge application, a selection of a master template corresponding to the particular set of documents, the selected master template specifying a slave template;

a sub-system configured to receive, at the merge application, a selection of a data structure from a database, the data structure corresponding to collected and organized data relating to the matte, wherein the data structure in the database is specified in a format independent of the underlying application of each document;

a sub-system configured to employ, at the merge application, the selected master template and the selected data structure to produce an electronic set of documents for the matter, a corresponding document of the set being produced for each specified slave template in the selected master template;

a sub-system configured to produce the corresponding document according to common content in the slave template, data in the database referred to by unvarying bookmarks in the slave template, and data in the selected data structure in the database referred to by placeholders in the slave template, wherein the data in database referred to by the bookmarks in the slave template is updated by updating corresponding data in the database; and

a sub-system that employs at the merge application a selected envelope template and the selected data structure to produce envelopes corresponding to the produced set of documents.

15. The system of claim 14, wherein the database is remotely accessible via a inter-networking computing system.

16. The system of claim 15, wherein the inter-networking computing system comprises an internet computing system.

17. The system of claim 15, wherein the format of each envelope template is remotely accessible.

18. The system of claim 17, wherein the format of each envelope is remotely accessible by an inter-network system.

19. The system of claim 18, wherein the remotely accessible inter-network system comprises an internet system.