Methods and systems for creating, interacting with, and utilizing a superactive document

• US 11,704,479 B2
• Filed: 12/30/2019
• Issued: 07/18/2023
• Est. Priority Date: 10/25/2006
• Status: Active Grant

• Current Assignee: Open Text Corporation
• Original Assignee: Open Text Corporation
• Inventors: Kloiber, Daniel J., Marksbury, Davis L., Heinz, Christopher J., Guckenberger, Robert C., Heiney, Ronald L., Gibbs, Kenneth E.
• Primary Examiner(s): Huynh, Thu V
• Application Number:
  US16/730,588
• Publication Number:
  US 20200134256A1
• Time in Patent Office: 1,296 Days
• CPC Class Codes: G06F 16/93 Document management systems
• 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 40/103 Formatting, i.e. changing of presentation of documents automatic justification G06F40/189; automatic line break hyphenation G06F40/191
• CPC Class Codes: G06F 40/143 Markup, e.g. Standard Generalized Markup Language [SGML] or Document Type Definition [DTD]
• CPC Class Codes: G06F 40/166 Editing, e.g. inserting or deleting

Abstract

A method of processing an interactive document is enclosed.

Claims

1. A document-centric information system comprising:

an information database;

an interactive document usable at a user station, the interactive document including;

a graphical user interface including an interview pane providing user selectable content choices and user selectable format choices, wherein the graphical user interface operates independent of the information database during a user selection and wherein the graphical user interface captures live data comprising live input of a live user interaction with the graphical user interface, wherein the live user interaction with the graphical user interface includes a live person-to-person interaction; and

a communication module to directly supply updated information to the information database based upon a user modification to the interactive document, the user modification based on the captured live data; and

an utilization mechanism linked to the information database to directly and automatically initiate at least one of a plurality of utilization processes upon supplying the updated information to the information database, wherein at least one of the plurality of utilization processes includes use of at least some of the captured live data from the interactive document and at least some of the utilization processes include causing an action external to the interactive document based on the information in the interactive document.

2. The document-centric information system of claim 1, wherein at least some of the utilization processes of the utilization mechanism comprise at least one of:

creating, printing, or mailing a document;

causing manufacture of a product related to the information in the interactive document;

fulfilling an order for goods or services related to the information in the interactive document;

or

delivering a product related to the information in the interactive document.

3. The document-centric information system of claim 1, comprising:

a feedback module to update the modified interactive document, based on a result of one of the utilization processes, with at least one of content and format.

4. The document-centric information system of claim 3, wherein the updated content of the interactive document includes a tracking component that tracks at least one of:

the information supplied to the information database that prompted the modification of the interactive document that led to the respective utilization processes; and

a report of utilization processes initiated upon updating the information database with information from the modified interactive document.

5. The document-centric information system of claim 3, wherein the feedback module is to update the utilization mechanism to provide second utilization processes based upon the results of one or more the respective first utilization processes.

6. The document-centric information system of claim 1, wherein a first instance of the interactive document includes an implemented design that establishes a scope of the interactive document that is not changeable by the user during modification of the interactive document, the scope including at least one of:

a type of content;

which non-asynchronous external data sources are accessible during the document manipulation process;

when the non-asynchronous external data sources are accessible relative to selecting the content of the interactive document;

authentication rules regarding an ability, based on an identity of a user type, to change content elements or format elements of the interactive document; and

format of components forming graphical user interface.

7. The document-centric information system of claim 6, wherein the implemented design of the interactive document is expressed in an electronic file format structure as a container storable in a non-transitory computer readable medium.

8. The document-centric information system of claim 1, wherein the system is operated as an application service provider accessible via a network communication.

9. A method, comprising:

providing an interactive document usable at a user station, the interactive document including;

a graphical user interface including an interview pane providing user selectable content choices and user selectable format choices, wherein the graphical user interface operates independent of an information database during a user selection and wherein the graphical user interface captures live data comprising live input of a live user interaction with the graphical user interface, wherein the live user interaction with the graphical user interface includes a live person-to-person interaction; and

a communication module to directly supply updated information to the information database based upon a user modification to the interactive document, the user modification based on the captured live data; and

providing an utilization mechanism linked to the information database to directly and automatically initiate at least one of a plurality of utilization processes upon supplying the updated information to the information database, wherein at least one of the plurality of utilization processes includes use of at least some of the captured live data from the interactive document and at least some of the utilization processes include causing an action external to the interactive document based on the information in the interactive document.

10. The method of claim 9, wherein at least some of the utilization processes of the utilization mechanism comprise at least one of:

creating, printing, or mailing a document;

causing manufacture of a product related to the information in the interactive document;

fulfilling an order for goods or services related to the information in the interactive document;

or

delivering a product related to the information in the interactive document.

11. The method of claim 9, comprising:

a feedback module to update the modified interactive document, based on a result of one of the utilization processes, with at least one of content and format.

12. The method of claim 11, wherein the updated content of the interactive document includes a tracking component that tracks at least one of:

the information supplied to the information database that prompted the modification of the interactive document that led to the respective utilization processes; and

a report of utilization processes initiated upon updating the information database with information from the modified interactive document.

13. The method of claim 11, wherein the feedback module is to update the utilization mechanism to provide second utilization processes based upon the results of one or more the respective first utilization processes.

14. The method of claim 9, wherein a first instance of the interactive document includes an implemented design that establishes a scope of the interactive document that is not changeable by the user during modification of the interactive document, the scope including at least one of:

a type of content;

which non-asynchronous external data sources are accessible during the document manipulation process;

when the non-asynchronous external data sources are accessible relative to selecting the content of the interactive document;

authentication rules regarding an ability, based on an identity of a user type, to change content elements or format elements of the interactive document; and

format of components forming graphical user interface.

15. The method of claim 14, wherein the implemented design of the interactive document is expressed in an electronic file format structure as a container storable in a non-transitory computer readable medium.

16. The method of claim 9, wherein the utilization mechanism is operated at an application service provider accessible via a network communication.

17. A non-transitory computer readable medium, comprising instructions for:

providing an interactive document usable at a user station, the interactive document including;

a graphical user interface including an interview pane providing user selectable content choices and user selectable format choices, wherein the graphical user interface operates independent of an information database during a user selection and wherein the graphical user interface captures live data comprising live input of a live user interaction with the graphical user interface, wherein the live user interaction with the graphical user interface includes a live person-to-person interaction; and

a communication module to directly supply updated information to the information database based upon a user modification to the interactive document, the user modification based on the captured live data; and

providing an utilization mechanism linked to the information database to directly and automatically initiate at least one of a plurality of utilization processes upon supplying the updated information to the information database, wherein at least one of the plurality of utilization processes includes use of at least some of the captured live data from the interactive document and at least some of the utilization processes include causing an action external to the interactive document based on the information in the interactive document.

18. The non-transitory computer readable medium of claim 17, wherein at least some of the utilization processes of the utilization mechanism comprise at least one of:

creating, printing, or mailing a document;

causing manufacture of a product related to the information in the interactive document;

fulfilling an order for goods or services related to the information in the interactive document;

or

delivering a product related to the information in the interactive document.

19. The non-transitory computer readable medium of claim 17, comprising instructions for:

a feedback module to update the modified interactive document, based on a result of one of the utilization processes, with at least one of content and format.

20. The non-transitory computer readable medium of claim 19, wherein the updated content of the interactive document includes a tracking component that tracks at least one of:

the information supplied to the information database that prompted the modification of the interactive document that led to the respective utilization processes; and

a report of utilization processes initiated upon updating the information database with information from the modified interactive document.

21. The non-transitory computer readable medium of claim 19, wherein the feedback module is to update the utilization mechanism to provide second utilization processes based upon the results of one or more the respective first utilization processes.

22. The non-transitory computer readable medium of claim 17, wherein a first instance of the interactive document includes an implemented design that establishes a scope of the interactive document that is not changeable by the user during modification of the interactive document, the scope including at least one of:

a type of content;

which non-asynchronous external data sources are accessible during the document manipulation process;

when the non-asynchronous external data sources are accessible relative to selecting the content of the interactive document;

authentication rules regarding an ability, based on an identity of a user type, to change content elements or format elements of the interactive document; and

format of components forming graphical user interface.

23. The non-transitory computer readable medium of claim 22, wherein the implemented design of the interactive document is expressed in an electronic file format structure as a container storable in a non-transitory computer readable medium.

24. The non-transitory computer readable medium of claim 17, wherein utilization mechanism is operated at an application service provider accessible via a network communication.