Systems and methods for creating documents from templates

• US 9,454,521 B1
• Filed: 08/20/2013
• Issued: 09/27/2016
• 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:
  US13/971,452
• Time in Patent Office: 1,134 Days
• US Class Current: 1/1
• 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 comprising:

receiving, at a merge application, a selection of a master document template specifying a plurality of slave document templates;

receiving, at the merge application, a selection of a data structure from a database, the data structure corresponding to data;

receiving, at the merge application, a selection of an envelope template comprising an extensible markup language (XML);

employing, at the merge application, the master document template to produce an electronic set of documents, wherein at least one document of the electronic set of documents corresponds to at least one slave document template of the plurality of slave document templates; and

populating the at least one document of the electronic set of documents with the data,

wherein selection of the data is based on at least bookmarks,

wherein placement of the data within the at least one document is based on at least placeholders, and

wherein the at least one slave document template comprises the bookmarks and the placeholders.

2. The method of claim 1, wherein the envelope template is specified in a format independent of an underlying document processing application.

3. The method of claim 1, further comprising:

producing envelopes corresponding to the electronic set of documents based on at least the envelope template and the data structure.

4. The method of claim 1, further comprising printing the electronic set of documents.

5. The method of claim 1, wherein the data structure in the database is specified in a format independent of an underlying application of each document.

6. The method of claim 1, further comprising using a number of slave templates with common content, common placeholders, and common bookmarks to create differing corresponding documents, where each differing corresponding document is differentiated according to the data at the placeholders in the slave template.

7. A non-transitory computer-readable storage medium having instructions that cause a processor executing the instructions to effectuate operations, the operations comprising:

receiving, at the merge application, a selection of a master document template specifying a plurality of slave document templates;

receiving, at the merge application, a selection of a data structure from a database, the data structure corresponding to data;

receiving, at the merge application, a selection of an envelope template comprising an extensible markup language (XML);

employing, at the merge application, the master document template and the data structure to produce an electronic set of documents, wherein at least one document of the electronic set of documents corresponds to at least one of the slave document templates; and

populating the at least one document of the electronic set of documents with the data,

wherein selection of the data is based on at least bookmarks,

wherein placement of the data within the at least one document is based on at least placeholders, and

wherein the at least one slave document template comprises the bookmarks and the placeholders.

8. The non-transitory computer-readable medium of claim 7, wherein the envelope template is specified in a format independent of an underlying document processing application.

9. The non-transitory computer-readable medium of claim 7, the operations further comprising

producing envelopes corresponding to the electronic set of documents based on at least the envelope template and the data structure.

10. The non-transitory computer-readable medium of claim 7, wherein the data structure is a structured query language (SQL) data structure and the database is an SQL database.

11. The non-transitory computer-readable medium of claim 7, wherein the data structure in the database is specified in a format independent of an underlying application of each document.

12. The non-transitory computer-readable medium of claim 7, the operations further comprising using a number of slave templates with common content, common placeholders, and common bookmarks to create differing corresponding documents, wherein each differing corresponding document is differentiated according to the data at the placeholders in the slave template.

13. A system comprising:

a processor; and

memory comprising instructions that cause the processor to effectuate operations, the operations comprising;

receiving, at a merge application, a selection of a master document template specifying a plurality of slave document templates;

receiving, at the merge application, a selection of a data structure from a database, the data structure corresponding to data, wherein the data structure in the database is specified in a format independent of the underlying application of each document;

receiving, at the merge application, a selection of an envelope template comprising an extensible markup language (XML);

employing, at the merge application, the master document template and the data structure to produce an electronic set of documents, wherein at least one document of the electronic set of documents corresponds to at least one of the slave document templates; and

populating the at least one document of the electronic set of documents with the data,

wherein selection of the data is based on at least bookmarks,

wherein placement of the data within the at least one document is based on at least placeholders, and

wherein the at least one slave document template comprises the bookmarks and the placeholders.

14. The system of claim 13, wherein the envelope template that is specified in a format independent of an underlying document processing application.

15. The system of claim 13, the operations further comprising producing envelopes corresponding to the electronic set of documents by employing at the merge application the envelope template and the data structure.

16. The system of claim 13, the operations further comprising e-mailing the electronic set of documents to a set of recipients.

17. The system of claim 13, the operations further comprising using a number of slave templates with common content, common placeholders, and common bookmarks to create differing corresponding documents, wherein each differing corresponding document is differentiated according to the data at the placeholders in the slave template.