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Methods and systems for intelligent form-filling and electronic document generation

  • US 9,430,455 B2
  • Filed: 10/20/2009
  • Issued: 08/30/2016
  • Est. Priority Date: 12/15/2005
  • Status: Active Grant
First Claim
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1. A method for generating a plurality of decision trees comprising one or more atoms of a form description language, the method comprising:

  • providing an authoring tool that is configured as a graphical editor that provides an author with an interface to input a plurality of questions related to at least one form via a first plurality of shapes, wherein a position of the first plurality of shapes dictates a desired order of the plurality of questions and possible answers that a user might provide, wherein at least a portion of the plurality of questions are different than a field in the form;

    receiving the questions and an arrangement of the first plurality of shapes from an author, by the authoring tool via the first plurality of shapes, wherein the questions include a first question that is related to selection of the form selected from a plurality of forms to be used, and a second question that is related to data requested in the form identified by the user in answering the first question;

    determining an order of the questions based on the arrangement of the shapes made by the author;

    automatically generating, by the computing device utilizing the authoring tool, a first decision tree based on the questions, the data, the possible answers, and the order of the questions;

    assigning a plurality of document templates to the first decision tree;

    utilizing the authoring tool to automatically generate, by the computing device, a second decision tree, wherein the second decision tree is generated from a second plurality of shapes;

    receiving, from the user, user profile data through a second decision tree, wherein the second decision tree is utilized for populating a different form;

    providing at least a portion of the plurality of questions to a user;

    receiving, from the user, at least one answer associated with the provided questions;

    interpreting the answers associated with the questions to determine a value for populating the different form;

    generating a populated decision tree from the answers;

    determining a conclusion based on the answers;

    providing details about the conclusion to the user; and

    populating the different form based on the populated decision tree, the plurality of document templates, and the user profile data that was received via the second decision tree.

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