Document composition system and method

• US 20040135805A1
• Filed: 01/10/2003
• Published: 07/15/2004
• Est. Priority Date: 01/10/2003
• Status: Abandoned Application

• Current Assignee: Metavante Corporation (Fidelity National Information Services Incorporated)
• Original Assignee: Metavante Corporation (Fidelity National Information Services Incorporated)
• Inventors: Gottsacker, Neal F., Schmidt, Alan A.
• Application Number:
  US10/340,428
• Publication Number:
  US 20040135805A1
• Time in Patent Office: Days
• US Class Current: 345/751
• 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 40/186 Templates
• CPC Class Codes: G06Q 10/00 Administration; Management

Abstract

A method and system for cross-organizational targeted document creation is disclosed which provides a tool for cross-organizational targeted document creation. The document composition system is implemented based on multi-layer architecture, and provides a configuration management component adapted to control user access to the available functionalities. The document composition system further comprises a collaboration support attribute and workflow functions adapted for project collaboration, and provides practical advantages such as a thin client application. The document composition system uses a platform-independent transfer mechanism and provides check image statement capabilities.

Claims

1. A document composition system for creating and delivering communications, said document composition system comprising:

a graphical user interface adapted to allow a plurality of users to define design components required to create and design documents;

a centralized database adapted to store and to allow use and re-use of said design components in multiple documents, wherein said centralized database is accessible by said plurality of users to allow said plurality of users to access and share said design components to create and design documents;

a document archival database for storing documents which are created by users;

a processing engine adapted to allow the creation and delivery of communications through the acquisition and merger of data from at least one of a plurality of records systems and customer data files with documents created by users which include design components from said centralized database; and

a configuration management component adapted to control user access to functions and capabilities on said graphical user interface, wherein said configuration management component is adapted to allow a plurality of levels of permission to be assigned for exposing different sets of said functions and capabilities on said graphical user interface.

2. A document composition system as defined in claim 1, wherein said configuration management component assigns permission by establishing one or more shells, each said shell allowing system administrators to customize the appearance of said graphical user interface.

3. A document composition system as defined in claim 1, wherein the components of the document composition system utilize a platform-independent transfer mechanism to facilitate communications therebetween, wherein said transfer mechanism is Extensible Markup Language (“

XML”

).

4. A document composition system as defined in claim 1, wherein a user may access the document composition system on a thin client workstation adapted to allow the user to access application code remotely.

5. A document composition system as defined in claim 1, wherein said centralized database is arranged and configured to support a collaboration support functionality in which said plurality of users can collaborate, wherein each of said plurality of users can access, review, and collaborate on at least one of said documents which is created and designed.

6. A document composition system as defined in claim 5, wherein said collaboration support functionality enables users from a plurality of entities to maintain a support community in which design components are shared among members of said support community.

7. A document composition system as defined in claim 1, wherein said configuration management component is arranged and configured to allow at least one user to access, review, and approve at least one of said created and designed communication.

8. A document composition system as defined in claim 1, wherein said configuration management component monitors the activities of said plurality of users to create a layout for said graphical user interface for said plurality of users which is based on said monitored activities.

9. A document composition system as defined in claim 1, wherein said graphical user interface is optimized to interface with global directory services.

10. A document composition system as defined in claim 1, wherein the components of the document composition system are Internet-accessible.

11. A document composition system as defined in claim 1, wherein said processing engine accesses and interrogates at least one external device to determine what resources are available, and wherein said processing engine references or embeds said resources based on the availability of said resources from said external device.

12. A document composition system as defined in claim 1, wherein said processing engine is arranged and configured to create outputs for electronic document delivery.

13. A document composition system as defined in claim 1, wherein said engine is arranged and configured to create outputs for electronic bill presentment and payment.

14. A document composition system as defined in claim 1, further comprising:

a check imaging component wherein said check imaging component scales and aggregates a plurality of check images from an image archive to create a check image statement.

15. A document composition system as defined in claim 1, further comprising:

a presentation layer, wherein said presentation layer includes said graphical user interface;

an application layer, wherein said application layer includes rules for defining said presentation layer; and

a database layer, wherein said database layer includes said centralized database.

16. A document composition system as defined in claim 15, further comprising:

a user support component which is adapted to control access to said presentation layer and said application layer.

17. A document composition system for creating and delivering communications, said document composition system comprising:

a graphical user interface adapted to allow a plurality of users to define design components required to create and design documents for communications;

a centralized database adapted to store and to allow use and re-use of said design components in multiple documents, wherein said centralized database is accessible by a plurality of users to allow said plurality of users to access and share said design components to create and design documents;

a processing engine adapted to allow the creation and delivery of communications through the acquisition and merger of data from at least one of a plurality of records systems and customer data files with documents created by users which include design components from said centralized database; and

a platform-independent transfer mechanism to facilitate communications between the components of the document composition system, including Extensible Markup Language (“

XML”

).

18. A document composition system as defined in claim 17, further comprising:

a configuration management component adapted to control user access to functions and capabilities on said graphical user interface by allowing a plurality of levels of permission to be assigned for exposing different sets of said functions and capabilities on said graphical user.

19. A document composition system as defined in claim 17, wherein said centralized database is arranged and configured to support a collaboration support functionality in which said plurality of users can access, review, and collaborate on at least one of said documents which is created and designed.

20. A document composition system as defined in claim 17, wherein said centralized database is arranged and configured to allow at least one user to access, review, and approve at least one of said created and designed document for communications.

21. A document composition system as defined in claim 17, wherein said centralized database is arranged and configured to track the activities of said plurality of users to create a layout for said graphical user interface for said plurality of users which is based on said tracked activities.

22. A document composition system as defined in claim 17, wherein a user may access the document composition system on a thin client workstation adapted to allow the user to access application code remotely.

23. A document composition system as defined in claim 17, wherein the components of the document composition system are Internet-accessible.

24. A document composition system as defined in claim 17, wherein said processing engine accesses and interrogates at least one external device to determine what resources are available, and wherein said processing engine references or embeds said resources based on the availability of said resources from said external device.

25. A document composition system as defined in claim 17, wherein said processing engine is arranged and configured to create outputs for electronic document delivery.

26. A document composition system as defined in claim 17, wherein said processing engine is arranged and configured to create outputs for electronic bill presentment and payment.

27. A document composition system as defined in claim 17, further comprising:

a presentation layer, wherein said presentation layer includes said graphical user interface;

an application layer, wherein said application layer includes rules for defining said presentation layer, and wherein said application layer references or maps data from said plurality of records systems; and

a database layer, wherein said database layer includes said centralized database.

28. A document composition system as defined in claim 27, further comprising:

a user support component which is adapted to control access to said presentation layer and said application layer.

29. A multi-layered document composition system, comprising:

a presentation layer, wherein said presentation layer comprises a graphical user interface adapted to allow a plurality of users to define design components required to create and design documents for communications;

a database layer, wherein said database layer comprises a centralized database adapted to store and to allow use and re-use of said design components in multiple documents, wherein said centralized database is accessible by said plurality of users to allow said plurality of users to access and share said design components to create and design documents;

an application layer, wherein said application layer comprises rules for defining said presentation layer, said application layer being optimized to map data from a plurality of records systems and customer data files with documents created by users which include design components from said centralized database; and

a user support component is arranged and configured to selectively grant access to all or portions of said presentation layer and said application layer.

30. A multi-layered document composition system as defined in claim 29, wherein said user support component is further arranged and configured to selectively grant access to all or part of said database layer.

31. A multi-layered document composition system as defined in claim 29, wherein said application layer comprises a specification sub-layer and an implementation sub-layer.

32. A multi-layered document composition system as defined in claim 29, wherein said specification sub-layer contains the rules for the application layer and the implementation sub-layer.

33. A multi-layered document composition system as defined in claim 29, wherein said database layer is optimized to interface with global directory services.

34. A multi-layered document composition system as defined in claim 29, further comprising:

a configuration management component adapted to control user access to functions and capabilities on said graphical user interface, wherein said configuration management component is adapted to allow a plurality of levels of permission to be assigned for exposing different sets of said functions and capabilities on said graphical user interface.

35. A multi-layered document composition system as defined in claim 29, wherein said centralized database is arranged and configured to support a collaboration support functionality in which said plurality of users can access, review, and collaborate on at least one of said documents which is created and designed.

36. A multi-layered document composition system as defined in claim 29, wherein said configuration management component is arranged and configured to allow at least one user to access, review, and approve at least one of said created and designed documents.

37. A multi-layered document composition system as defined in claim 29, wherein a user may access the document composition system on a thin client workstation adapted to allow the one user to access application code remotely.

38. A multi-layered document composition system as defined in claim 29, wherein the components of the document composition system utilize a platform-independent transfer mechanism to facilitate communications therebetween, wherein said transfer mechanism is Extensible Markup Language (“

XML”

).

39. A multi-layered document composition system as defined in claim 29, further comprising:

a processing engine adapted to allow the creation and delivery of communications through the acquisition and merger of data from at least one of a plurality of records systems and customer data files with documents created by users.

40. A multi-layered document composition system as defined in claim 29, wherein said processing engine accesses and interrogates at least one external device to determine what resources are available, and wherein said processing engine references or embeds said resources based on the availability of said resources from said external device.

41. A method for composing documents, comprising the steps of:

defining design components required to create and design documents via a graphical user interface;

storing said design components in a centralized database, wherein said centralized database is accessible by a plurality of users to allow said plurality of users to access and share said design components to create and design documents;

storing documents which are created by users;

acquiring and merging data with said documents from at least one of a plurality of records systems and customer data files with documents created by users;

establishing a universal format for structured documents and data, wherein said universal format is extensible and platform-independent; and

storing application code at an application server to provide thin client access for accessing said application code remotely.

42. A method for composing documents as defined in claim 41, further comprising:

configuring access to functions and capabilities on said graphical user interface based on a user profile.

43. A method for composing documents as defined in claim 41, further comprising:

providing collaboration support in which a plurality of users can access, review, and collaborate on at least one of said documents.

44. A method for composing documents as defined in claim 41, further comprising:

allowing at least one user to access, review, and approve at least one of said documents.

45. A method for composing documents as defined in claim 41, further comprising:

tracking the activities of at least a subset of said plurality of users to create a layout for said graphical user interface for said subset of said plurality of users based on said tracked activities.

46. A method for composing documents as defined in claim 41, further comprising:

providing Internet access to said graphical user interface for at least some of said plurality of users.

47. A method for composing documents as defined in claim 41, further comprising:

accessing and interrogating at least one external device to determine what resources are available, and referencing or embedding said resources based on the availability of said resources from said external device.

48. A method for composing documents as defined in claim 41, further comprising:

producing merged document outputs for electronic document delivery.

49. A method for composing documents as defined in claim 41, further comprising:

producing merged document outputs for electronic bill presentment and payment.

50. A method for composing documents, comprising the steps of:

defining design components required to create and design documents via a graphical user interface;

storing said design components in a centralized database, wherein said centralized database enables a plurality of users to access and share said design components to create and design documents;

acquiring and merging data with said documents from a plurality of systems of records to thereby create merged documents;

establishing a universal format for structured documents and data, wherein said universal format is extensible and platform-independent;

generating a plurality of check images, including extracting a sequence key from at least one of said records systems and generating a sequence key file;

retrieving at least one image based on said sequence key file; and

aggregating said sequence key file with said retrieve image; and

creating a statement with a plurality of check images.

51. A method for composing documents as defined in claim 50, said method further comprising:

storing application code at an application server to provide thin client access of accessing said application code remotely.

52. A method for composing documents as defined in claim 50, further comprising:

configuring access to functions and capabilities on said graphical user interface.

53. A method for composing documents as defined in claim 50, further comprising:

providing collaboration support in which a plurality of users can access, review, and collaborate on at least one of said documents.

54. A method for composing documents as defined in claim 50, further comprising:

allowing at least one user to access, review, and approve at least one of said documents.

56. A method for composing documents as defined in claim 50, further comprising:

providing Internet to said graphical user interface for at least some of said plurality of users.

57. A method for composing documents as defined in claim 50, further comprising:

accessing and interrogating at least one external device to determine what resources are available, and referencing or embedding said resources based on the availability of said resources from said external device.

58. A method for composing documents as defined in claim 50, further comprising:

producing merged document outputs for electronic document delivery.

59. A method for composing documents as defined in claim 50, further comprising:

producing merged document outputs for electronic bill presentment and payment.

55. A method for composing documents as defined in

tracking the activities of said plurality of users to create a layout for said graphical user interface for said plurality of users based on said tracked activities.