IP Library Granted Patent US 9,229,923
Granted Patent B2
US 9,229,923 · App. 13/534,050 · Granted Jan 5, 2016

Method and system for producing documents

Inventors: Francis Dion (St-Calixte, CA); Louis-Philippe Perras (Mascouche, CA); Christopher Tully (Uxbridge, CA)
Assignee: TECHNOLOGIES XPERTDOC INC.
G06F17/248
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Quick Facts
Patent No.
US 9,229,923
App. No.
13/534,050
Granted
Jan 5, 2016
Kind
B2
Abstract

A method and system for producing documents with which the quality of a template conversion is increased by presenting to an operator associations of template elements between a source document template and a destination document template and allowing the operator to correct any erroneous association during the conversion. This includes providing a source document template, parsing the source document template into source parsed elements, converting at least some of the source parsed elements that require conversion for a destination document template and thereby providing destination template elements. This further includes presenting to an operator the source parsed elements and the destination template elements with their association and accepting operator input to correct at least some of the destination template elements. Then generating a destination document template from the destination template elements that include operation corrections and generating documents from the destination document template and a data source containing field data.

Claims (17)

1. A method for producing documents comprising:

providing a source document template;

parsing, in a computer, the source document template into source template elements that comprise fixed text, data source fields and logic;

converting, in a computer, at least some of the source template elements requiring conversion for a destination document template to provide destination template elements;

presenting to an operator populated source template elements and populated destination template elements and identifying differences between the populated source template elements and the populated destination elements and presenting a symbol of the differences to the operator, each of the destination template elements being associated with at least one of the source template elements;

accepting operator input to correct at least some of the destination template elements;

generating, in a computer, a destination document template from the destination template elements including operator corrections; and

in a computer, generating a plurality of documents from the destination document template by accepting content from a data source and populating the data source fields and logic in the destination document template with the content.

2. The method as claimed in claim 1 further comprising recording traceability data associated with the destination document template for tracing an origination, a modification or a sequence of modifications concerning a destination template element within the source document and indicating that the origination, the modification or the sequence of modifications originated from at least one of the steps of parsing, converting, accepting operator input, generating the destination document template or generating documents.

3. The method as claimed in claim 1 wherein the presenting to the operator and the accepting operator input are performed through a same user interface.

4. The method as claimed in claim 1 further comprising storing in a database information with respect to the operator input and an association thereof with the corresponding template element.

5. The method as claimed in claim 1 further comprising generating, in a computer, source documents from the source document template and the data source containing field data, and comparing, in a computer, the source documents with the documents generated from the destination document template.

6. The method as claimed in claim 5 further comprising evaluating a quality of the destination document template based on the comparing.

7. The method as claimed in claim 5 further accepting a correction input to correct at least some of the destination template elements based on the comparing.

8. The method as claimed in claim 7 wherein the correction input is generated by a computer according to the comparing and predetermined rules.

9. The method as claimed in claim 8 further comprising storing in a database information with respect to the correction input and an association thereof with the corresponding template element.

10. The method as claimed in claim 1 further comprising transmitting the destination template to at least one document generation server for generating the documents from the destination document template.

Assignments (7)
SECURITY INTEREST Recorded Nov 17, 2023
From: EXPERLOGIX TECHNOLOGIES CANADA INC.
To: EAST WEST BANK
Reel/Frame 065607/0784 →
RELEASE OF SECURITY INTEREST Recorded Oct 24, 2023
From: U.S. BANK NATIONAL ASSOCIATION, SUCCESSOR TO MUFG UNION BANK, N.A.
To: EXPERLOGIX TECHNOLOGIES CANADA INC.
Reel/Frame 065325/0955 →
CHANGE OF NAME Recorded Sep 19, 2023
From: TECHNOLOGIES XPERTDOC INC.
To: EXPERLOGIX TECHNOLOGIES CANADA INC.
Reel/Frame 064946/0779 →
RELEASE OF SECURITY INTEREST Recorded Dec 16, 2020
From: BDC CAPITAL INC
To: TECHNOLOGIES XPERTDOC INC.
Reel/Frame 054673/0235 →
NOTICE OF GRANT OF SECURITY INTEREST IN INTELLECTUAL PROPERTY Recorded Dec 11, 2020
From: XPERTDOC TECHNOLOGIES INC. (A/K/A TECHNOLOGIES EXPERTDOC INC.)
To: MUFG UNION BANK, N.A., AS THE BANK
Reel/Frame 054701/0449 →
SECURITY INTEREST Recorded Nov 8, 2016
From: TECHNOLOGIES XPERTDOC INC.
To: BDC CAPITAL INC.
Reel/Frame 040578/0375 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 30, 2012
From: DION, FRANCIS; PERRAS, LOUIS-PHILIPPE; TULLY, CHRISTOPHER
To: TECHNOLOGIES XPERTDOC INC.
Reel/Frame 028673/0467 →
Continuity (1)
Related Publication 20140006935A1 · Jan 2, 2014