Systems and methods for creating documents from templates

• US 8,037,101 B1
• Filed: 04/08/2008
• Issued: 10/11/2011
• Est. Priority Date: 04/08/2008
• Status: Active Grant

• Current Assignee: United Services Automobile Association
• Original Assignee: United Services Automobile Association
• Inventors: Annamalai, Maheshwer, Bargas, Isauro, Abraham, Anil C.
• Primary Examiner(s): Hwa; Shyue Jiunn
• Application Number:
  US12/099,317
• Time in Patent Office: 1,281 Days
• Field of Search: None
• US Class Current: 707/796
• CPC Class Codes: G06F 40/186 Templates

Abstract

A merge application creates a particular set of documents for a particular matter. The merge application receives a selection of a particular master template corresponding to the particular set of documents, where the selected master template specifies a plurality of slave templates, and also receives a selection of a data structure from a database with data relating to the particular matter. The selected master template and the selected data structure are employed to produce the set of documents for the particular matter in an electronic form, where a corresponding document of the set is produced for each specified slave template in the selected master template. Each corresponding document is produced according to common content in the slave template and data in the selected data structure in the database referred to by placeholders in the slave template.

Claims

1. A method for creating a particular set of documents for a particular matter, each document being created by a corresponding underlying application, data relating to the particular matter being collected and organized into a corresponding data structure in a database, the method comprising:

instantiating on a computing device a merge application independent of the underlying application of each document;

receiving at the merge application a selection of a particular master template corresponding to the particular set of documents, the selected master template specifying a plurality of slave templates;

receiving at the merge application a selection of the data structure from the database with the data relating to the particular matter, the data structure in the database being specified in a format independent of the underlying application of each document;

employing at the merge application the selected master template and the selected data structure to produce the set of documents for the particular matter in an electronic form, a corresponding document of the set being produced for each specified slave template in the selected master template, the corresponding document being produced according to common content in the slave template and data in the selected data structure in the database referred to by placeholders in the slave template;

producing the corresponding document according to common content in the slave template, data in the database referred to by bookmarks in the slave template, and data in the selected data structure in the database referred to by placeholders in the slave template;

receiving at the merge application a selection of a particular envelope template in an extensible markup language format;

receiving at the merge application the selection of the data structure from the database with the data relating to the particular matter; and

employing at the merge application the selected envelope template and the selected data structure to produce envelopes corresponding to the produced set of documents.

2. The method of claim 1 wherein the produced set of documents in the electronic form is then printed.

3. The method of claim 1 wherein each template is specified in a format independent of the underlying application of each document.

4. The method of claim 1 wherein the data structure is a SQL data structure in a SQL database.

5. The method of claim 1 wherein the merge application is independent of the underlying application of each document.

6. A non-transitory computer-readable storage medium having stored thereon computer-executable instructions implementing a method for creating a particular set of documents for a particular matter, each document being created by a corresponding underlying application, data relating to the particular matter being collected and organized into a corresponding data structure in a database, the method comprising:

instantiating on a computing device a merge application independent of the underlying application of each document;

receiving at the merge application a selection of a particular master template corresponding to the particular set of documents, the selected master template specifying a plurality of slave templates;

receiving at the merge application a selection of the data structure from the database with the data relating to the particular matter, the data structure in the database being specified in a format independent of the underlying application of each document;

employing at the merge application the selected master template and the selected data structure to produce the set of documents for the particular matter in an electronic form, a corresponding document of the set being produced for each specified slave template in the selected master template, the corresponding document being produced according to common content in the slave template and data in the selected data structure in the database referred to by placeholders in the slave template;

producing the corresponding document according to common content in the slave template, data in the database referred to by bookmarks in the slave template, and data in the selected data structure in the database referred to by placeholders in the slave template;

receiving at the merge application a selection of a particular envelope template in an extensible markup language format;

receiving at the merge application the selection of the data structure from the database with the data relating to the particular matter; and

employing at the merge application the selected envelope template and the selected data structure to produce envelopes corresponding to the produced set of documents.

7. The medium of claim 6 wherein the produced set of documents in the electronic form is then printed.

8. The medium of claim 6 wherein each template is specified in a format independent of the underlying application of each document.

9. The medium of claim 6 wherein the data structure is a SQL data structure in a SQL database.

10. The medium of claim 6 wherein the merge application is independent of the underlying application of each document.

11. A system for creating a particular set of documents for a particular matter, each document being created by a corresponding underlying application, data relating to the particular matter being collected and organized into a corresponding data structure in a database, the system comprising:

a sub-system that instantiates on a computing device a merge application independent of the underlying application of each document;

a sub-system that receives at the merge application a selection of a particular master template corresponding to the particular set of documents, the selected master template specifying a plurality of slave templates; and

a sub-system that receives at the merge application a selection of the data structure from the database with the data relating to the particular matter, the data structure in the database being specified in a format independent of the underlying application of each document;

a sub-system that employs at the merge application the selected master template and the selected data structure to produce the set of documents for the particular matter in an electronic form, a corresponding document of the set being produced for each specified slave template in the selected master template, the corresponding document being produced according to common content in the slave template and data in the selected data structure in the database referred to by placeholders in the slave template;

a sub-system that produces the corresponding document according to common content in the slave template, data in the database referred to by bookmarks in the slave template, and data in the selected data structure in the database referred to by placeholders in the slave template;

a sub-system that receives at the merge application a selection of a particular envelope template in an extensible markup language format;

a sub-system that receives at the merge application the selection of the data structure from the database with the data relating to the particular matter; and

a sub-system that employs at the merge application the selected envelope template and the selected data structure to produce envelopes corresponding to the produced set of documents.

12. The system of claim 11 wherein the produced set of documents in the electronic form is then printed.

13. The system of claim 11 wherein each template is specified in a format independent of the underlying application of each document.

14. The system of claim 11 wherein the data structure is a SQL data structure in a SQL database.

15. The system of claim 11 wherein the merge application is independent of the underlying application of each document.