IP Library Granted Patent US 8,190,637
Granted Patent B2
US 8,190,637 · App. 12/391,179 · Granted May 29, 2012

System and method for complex document drafting using an authenticated outline table

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Quick Facts
Patent No.
US 8,190,637
App. No.
12/391,179
Granted
May 29, 2012
Kind
B2
Abstract

A system and method for complex document drafting using an authenticated outline table is provided. A collection of outlines, user authorization lists, and preference lists are maintained. Identification information is received from a user. One of the user authorization lists and one of the preference lists are selected based on the identification information received. The outlines are compared to the user authorization list and those outlines for which the user is not authorized are filtered from use. The outlines are compared to the preference list and those outlines not preferred by the user are filtered from use. The non-filtered outlines are displayed to the user and at least one of the non-filtered outlines is selected based on a request from the user. The selected non-filtered outline is provided to the user in a document.

Claims (62)

1. A computer-implemented system for complex document drafting using an authenticated outline table, comprising:

a database maintaining a collection of outlines, each outline comprising an organizational framework of clauses;

a storage device maintaining user authorization lists and preference lists;

a filter module, comprising:

an identification module receiving identification information from a user;

a list module selecting one of the user authorization lists and one of the preference lists from the storage device based on the identification information received;

an authorization comparison module comparing the outlines to the user authorization list and filtering those outlines from use for which the user is not authorized in the authorization list;

a preference comparison module comparing the outlines to the preference list and filtering those outlines from use that are not preferred by the user in the preference list;

a display module displaying the non-filtered outlines to the user;

an outline selection module selecting at least one of the non-filtered outlines based on a request from the user;

a document module providing the selected non-filtered outline to the user in a document;

a clause table comprising a plurality of clauses;

a clause authorization module comparing the clauses to the user authorization list and filtering those clauses from use in the document for which the user is not authorized;

a clause preference module comparing the clauses to the preference list and filtering those clauses from use in the document that are not preferred by the user;

a display displaying the non-filtered clauses to the user;

a clause selection module selecting one or more of the non-filtered clauses based on a clause request; and

a clause insertion module inserting the selected non-filtered clauses into the selected non-filtered outline in the document; and

a processor executing the modules.

2. The computer-implemented system according to claim 1 , further comprising:

a journal module recording the selected non-filtered outline in a journal.

3. The computer-implemented system according to claim 1 , wherein the outlines comprise at least one of structured order outlines and free format outlines.

4. The computer-implemented system according to claim 1 , wherein one or more of the clauses each include fields into which a third party is inserted.

5. The computer-implemented system according to claim 1 , further comprising:

an annotation module associating at least one annotation with each of the outlines stored in the database and displaying the associated annotation with the selected non-filtered outline.

6. The computer-implemented system according to claim 5 , wherein each annotation comprises one or more hyperlinks to references for the selected non-filtered outline.

7. The computer-implemented system according to claim 1 , further comprising:

a topic module associating one or more topics with each of the outlines in the database and displaying the associated topics with the selected non-filtered outline, wherein the topics each comprise at least one of educational and reference data.

8. The computer-implemented system according to claim 1 , wherein at least one of the user authorization list and the preference list further comprises pricing information.

9. The computer-implemented system according to claim 8 , the computer-implemented system further comprising:

a price filter module filtering the outlines based on the pricing information.

10. The computer-implemented system according to claim 1 , further comprising:

a search module conducting a search for the selected non-filtered outline based on a search request from the user.

11. A computer-implemented method for complex document drafting using an authenticated outline table, comprising:

maintaining a collection of user authorization lists, preference lists, and outlines, each outline comprising an organizational framework of clauses;

receiving identification information from a user;

selecting one of the user authorization lists and one of the preference lists based on the identification information received;

comparing the outlines to the user authorization list and filtering those outlines from use for which the user is not authorized in the authorization list;

comparing the outlines to the preference list and filtering those outlines from use that are not preferred by the user in the preference list;

displaying the non-filtered outlines to the user and selecting at least one of the non-filtered outlines based on a request from the user;

providing the selected non-filtered outline to the user in a document;

maintaining a clause table comprising a plurality of clauses;

comparing the clauses to the user authorization list and filtering those clauses from use in the document for which the user is not authorized;

comparing the clauses to the preference list and filtering those clauses from use in the document that are not preferred by the user;

displaying the non-filtered clauses to the user;

selecting one or more of the non-filtered clauses based on a clause request;

inserting the selected non-filtered clauses into the selected non-filtered outline in the document.

12. The computer-implemented method according to claim 11 , further comprising:

recording the selected non-filtered outline in a journal.

13. The computer-implemented method according to claim 11 , wherein the outlines comprise at least one of structured order outlines and free format outlines.

14. The computer-implemented method according to claim 11 , wherein one or more of the clauses each include fields into which a third party is inserted.

15. The computer-implemented method according to claim 11 , further comprising:

associating at least one annotation with each of the outlines stored in the database; and

displaying the associated annotation with the selected non-filtered outline.

16. The computer-implemented method according to claim 15 , wherein each annotation comprises one or more hyperlinks to references for the selected non-filtered outline.

17. The computer-implemented method according to claim 11 , further comprising:

associating one or more topics with each of the outlines in the database, wherein the topics each comprise at least one of educational and reference data; and

displaying the associated topics with the selected non-filtered outline.

18. The computer-implemented method according to claim 11 , wherein at least one of the user authorization list and the preference list further comprises pricing information.

19. The computer-implemented method according to claim 18 , further comprising:

filtering the outlines based on the pricing information.

20. The computer-implemented method according to claim 11 , further comprising:

conducting a search for the selected non-filtered outline based on a search request from the user.

Assignments (11)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 30, 2020
From: WILLIAMSON, MARY L; SMITH, MARTIN F; HENSLER, DAVID C; HENSLER, CHARLES P; THEOBALD, AMY C
To: PRESTON GATES ELLIS LLP
Reel/Frame 051675/0328 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 30, 2020
From: PRESTON GATES ELLIS LLP
To: ATTENEX CORPORATION
Reel/Frame 051675/0422 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 15, 2018
From: FTI CONSULTING TECHNOLOGY LLC
To: NUIX NORTH AMERICA INC.
Reel/Frame 047237/0019 →
RELEASE OF SECURITY INTEREST IN PATENT RIGHTS AT REEL/FRAME 036031/0637 Recorded Sep 12, 2018
From: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
To: FTI CONSULTING TECHNOLOGY LLC
Reel/Frame 047060/0107 →
CHANGE OF NAME Recorded Apr 20, 2018
From: FTI TECHNOLOGY LLC
To: FTI CONSULTING TECHNOLOGY LLC
Reel/Frame 045785/0645 →
RELEASE OF SECURITY INTEREST IN PATENT RIGHTS Recorded Jun 29, 2015
From: BANK OF AMERICA, N.A.
To: FTI CONSULTING, INC.; FTI CONSULTING TECHNOLOGY LLC
Reel/Frame 036029/0233 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS Recorded Jun 29, 2015
From: FTI CONSULTING, INC.; FTI CONSULTING TECHNOLOGY LLC; FTI CONSULTING TECHNOLOGY SOFTWARE CORP
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 036031/0637 →
RELEASE OF SECURITY INTEREST IN PATENTS Recorded Dec 11, 2012
From: BANK OF AMERICA, N.A.
To: FTI CONSULTING, INC.; FTI TECHNOLOGY LLC; ATTENEX CORPORATION
Reel/Frame 029449/0389 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS Recorded Dec 10, 2012
From: FTI CONSULTING, INC.; FTI CONSULTING TECHNOLOGY LLC
To: BANK OF AMERICA, N.A.
Reel/Frame 029434/0087 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS Recorded Mar 14, 2011
From: FTI CONSULTING, INC.; FTI TECHNOLOGY LLC; ATTENEX CORPORATION
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 025943/0038 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 30, 2010
From: ATTENEX CORPORATION
To: FTI TECHNOLOGY LLC
Reel/Frame 024163/0598 →