Method and system for producing documents

• US 9,229,923 B2
• Filed: 06/27/2012
• Issued: 01/05/2016
• Est. Priority Date: 06/27/2012
• Status: Active Grant

• Current Assignee: Experlogix Technologies Canada Incorporated
• Original Assignee: Technologies Xpertdoc Inc.
• Inventors: Dion, Francis, Perras, Louis-Philippe, Tully, Christopher
• Primary Examiner(s): Baderman, Scott
• Assistant Examiner(s): JUNG, SEUNG WOON
• Application Number:
  US13/534,050
• Publication Number:
  US 20140006935A1
• Time in Patent Office: 1,287 Days
• Field of Search: 715/239, 715/243, 715/249
• US Class Current: 1/1
• CPC Class Codes: G06F 40/186 Templates

Abstract

A method and system for producing documents with which the quality of a template conversion is increased by presenting to an operator associations of template elements between a source document template and a destination document template and allowing the operator to correct any erroneous association during the conversion. This includes providing a source document template, parsing the source document template into source parsed elements, converting at least some of the source parsed elements that require conversion for a destination document template and thereby providing destination template elements. This further includes presenting to an operator the source parsed elements and the destination template elements with their association and accepting operator input to correct at least some of the destination template elements. Then generating a destination document template from the destination template elements that include operation corrections and generating documents from the destination document template and a data source containing field data.

Claims

1. A method for producing documents comprising:

providing a source document template;

parsing, in a computer, the source document template into source template elements that comprise fixed text, data source fields and logic;

converting, in a computer, at least some of the source template elements requiring conversion for a destination document template to provide destination template elements;

presenting to an operator populated source template elements and populated destination template elements and identifying differences between the populated source template elements and the populated destination elements and presenting a symbol of the differences to the operator, each of the destination template elements being associated with at least one of the source template elements;

accepting operator input to correct at least some of the destination template elements;

generating, in a computer, a destination document template from the destination template elements including operator corrections; and

in a computer, generating a plurality of documents from the destination document template by accepting content from a data source and populating the data source fields and logic in the destination document template with the content.

2. The method as claimed in claim 1 further comprising recording traceability data associated with the destination document template for tracing an origination, a modification or a sequence of modifications concerning a destination template element within the source document and indicating that the origination, the modification or the sequence of modifications originated from at least one of the steps of parsing, converting, accepting operator input, generating the destination document template or generating documents.

3. The method as claimed in claim 1 wherein the presenting to the operator and the accepting operator input are performed through a same user interface.

4. The method as claimed in claim 1 further comprising storing in a database information with respect to the operator input and an association thereof with the corresponding template element.

5. The method as claimed in claim 1 further comprising generating, in a computer, source documents from the source document template and the data source containing field data, and comparing, in a computer, the source documents with the documents generated from the destination document template.

6. The method as claimed in claim 5 further comprising evaluating a quality of the destination document template based on the comparing.

7. The method as claimed in claim 5 further accepting a correction input to correct at least some of the destination template elements based on the comparing.

8. The method as claimed in claim 7 wherein the correction input is generated by a computer according to the comparing and predetermined rules.

9. The method as claimed in claim 8 further comprising storing in a database information with respect to the correction input and an association thereof with the corresponding template element.

10. The method as claimed in claim 1 further comprising transmitting the destination template to at least one document generation server for generating the documents from the destination document template.