System and method for automating document generation

• US 8,732,567 B1
• Filed: 08/10/2011
• Issued: 05/20/2014
• Est. Priority Date: 09/16/2005
• 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: Gralnick, Samuel L., Hill, Thomas H.
• Primary Examiner(s): TAPP, AMELIA L
• Application Number:
  US13/207,099
• Time in Patent Office: 1,014 Days
• Field of Search: 715/200
• US Class Current: 715/200
• CPC Class Codes: G06F 16/958 Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
• CPC Class Codes: G06F 40/123 Storage facilities
• CPC Class Codes: G06F 40/143 Markup, e.g. Standard Generalized Markup Language [SGML] or Document Type Definition [DTD]
• CPC Class Codes: G06F 40/197 Version control for software G06F8/71
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A system and a method for generating a document and maintaining the integrity of the document includes compiling a superset of data into a data heap from multiple data sources, where the data heap corresponds to a start date and one or more clients. The system generates the document using content elements, which are created using the compiled data, and embeds the content elements into the document. The document then is accessible through an associated software application. The data heap is saved and attached to the document. When the document is modified or edited in any manner, the system automatically saves the modified document as a new version. Additionally, the data heap is synchronized to the associated document and, therefore, is regenerated and saved as a new version along with the modified document.

Claims

1. A computer-implemented method for generating and maintaining a user-modifiable document, comprising the steps of:

storing a plurality of content elements and a data map in a computer-readable memory wherein the plurality of content elements are data graphic files;

receiving a start date and one or more client identifiers;

receiving a document type;

querying at least one external data source for data in accordance with the data map, wherein the data corresponds to the received start date and the received one or more client identifiers;

generating an updatable data heap, wherein the updatable data heap is a compilation of the data acquired in the querying step;

storing the updatable data heap in a computer-readable memory;

generating a data hierarchy from the data in the updatable data heap, the data hierarchy having a root node corresponding to the start date, one or more first child nodes corresponding to the one or more client identifiers, and one or more attribute nodes for each child node containing associated business data;

receiving a selection of at least one content element from the plurality of content elements;

generating a user-modifiable document in accordance with the received document type, wherein the user-modifiable document incorporates the selected at least one content element;

delivering the generated user-modifiable document to a destination;

automatically saving the updatable data heap as a data heap file each time the data heap is updated;

automatically saving the user-modifiable document, separate from the updatable data heap, each time the user-modifiable document is modified; and

attaching the data heap file to the generated user-modifiable document as an XML document.

2. The computer-implemented method of claim 1, wherein the querying step comprises utilizing the data map to determine which of the at least one external data source contains data that corresponds to the received start date and the received one or more client identifiers.

3. The computer-implemented method of claim 1, wherein the step of generating the updatable data heap is in accordance with a set of instructions contained within the data map.

4. The computer-implemented method of claim 1, further comprising the steps of:

accessing the generated user-modifiable document through an associated software application;

modifying unstructured content within the generated user-modifiable document, wherein a modified user-modifiable generated document is produced; and

saving the modified generated document as a new version of the generated document.

5. The computer-implemented method of claim 1, further comprising the steps of:

accessing the generated user-modifiable document through an associated software application;

modifying the selected at least one content element incorporated in the generated user-modifiable document, wherein a modified generated user-modifiable document is produced;

generating a new data heap, wherein the new data heap is an updated version of the updatable data heap;

generating a new data hierarchy from the data in the new data heap, the new data hierarchy having a root node corresponding to the start date and one or more first child nodes corresponding to the one or more client identifiers;

saving the modified generated user-modifiable document as a new version of the generated user-modifiable document;

saving the new data heap as a new version of the updatable data heap file; and

attaching the new version of the data heap file to the modified generated user-modifiable document.

6. The computer-implemented method of claim 5, wherein a modification to the generated user-modifiable document that involves a content element is identified with a flag in data associated with that content element.

7. A computer-readable memory storing computer code for implementing a method of generating and maintaining a user-modifiable document, wherein the computer code comprises:

code for a first storage step of storing a plurality of content elements and a data map in a computer-readable memory wherein the plurality of content elements are data graphic files;

code for a first reception step of receiving a start date and one or more client identifiers;

code for a first reception step of receiving a document type;

code for a query step of querying at least one external data source for data in accordance with the data map, wherein the data corresponds to the received start date and the received one or more client identifiers;

code for a first generation step of generating an updatable data heap, wherein the updatable data heap is a compilation of the data acquired in the querying step;

code for a second storage step of storing the updatable data heap in a computer-readable memory;

code for a second generation step of generating a data hierarchy from the data in the updatable data heap, the data hierarchy having a root node corresponding to the start date, one or more first child nodes corresponding to the one or more client identifiers, and one or more attribute nodes for each child node containing associated business data;

code for a third reception step of receiving a selection of at least one content element from the plurality of content elements;

code for a third generation step of generating a user-modifiable document in accordance with the received document type, wherein the generated user-modifiable document incorporates the selected at least one content element;

code for a delivery step of delivering the generated user-modifiable document to a destination;

code for a first save step of automatically saving the updatable data heap as a data heap file;

code for a second save step of automatically saving the user-modifiable document, separate from the updatable data heap; and

code for a first attachment step of attaching the updatable data heap file to the generated user-modifiable document as an XML document.

8. The computer-readable memory storing computer code of claim 7, further comprising:

code for an access step of accessing the generated user-modifiable document through an associated software application;

code for a modification step of modifying unstructured content within the generated user-modifiable document, wherein a modified user-modifiable generated document is produced; and

code for a third save step of saving the modified generated user-modifiable document as a new version of the generated user-modifiable document.

9. The computer-readable memory storing computer code of claim 7, further comprising:

code for an access step of accessing the generated user-modifiable document through an associated software application;

code for a modification step of modifying the at selected least one content element incorporated in the generated user-modifiable document, wherein a modified generated user-modifiable document is produced;

code for a fourth generation step of generating a new data heap, wherein the new data heap is an updated version of the updatable data heap;

code for a fifth generation step of generating a new data hierarchy from the data in the new data heap, the new data hierarchy having a root node corresponding to the start date and one or more first child nodes corresponding to the one or more client identifiers;

code for a third save step of saving the modified generated user-modifiable document as a new version of the generated user-modifiable document;

code for a fourth save step of saving the new data heap as a new version of the updatable data heap file; and

code for a second attachment step of attaching the new version of the updatable data heap file to the modified generated user-modifiable document.