Computer-implemented document manager application enabler system and method
View Patent ↗Systems and methods are provided for providing document data. A host application is displayed on an interface of a computer system, where the host application includes an interface field that is linked to a document field of documents in a document management system. An enabler application captures a field value for the interface field and an operation identification from the host application. A context rule database contains a plurality of context rules that are accessed based upon the operation identification, where the context rule identifies a type of document that is relevant to the identified operation. A document management system is configured to be queried based on the field value and the relevant document type, where the document management system is configured to return document data based on said query, and where the interface of the computer system is configured to be updated based on the returned document data.
1. A computer-implemented system for providing document data from a document management system for display on an interface of a computer system through an enabler application that manages associations between fields of a host application and fields of documents in the document management system, comprising
the computer system comprising one or more data processors and one or more non-transitory computer-readable mediums including instructions for commanding the one or more data processors;
the host application displayed on the interface of the computer system, wherein the host application includes an interface field that is linked to a document field of documents in the document management system;
the enabler application for capturing a field value for the interface field and an operation identification from the host application, wherein the field value entered in the host application is captured at the enabler application using the computer system without receiving any communication from the host application;
a context rule database on the one or more non-transitory computer-readable mediums containing a plurality of context rules, wherein a context rule is accessed based upon the operation identification, and wherein the context rule identifies a type of document that is relevant to the identified operation;
the document management system on the one or more non-transitory computer-readable mediums that is queried based on the field value that is captured from the interface field of the host application and the relevant document type identified by the context rule that is accessed based on the operation identification from the host application, wherein the document management system returns document data based on said query, and wherein the interface of the computer system is updated based on the returned document data.
2. The system of claim 1 , wherein the document data is a scanned copy of a document that is relevant to the identified operation and associated with the field value.
3. The system of claim 1 , wherein the interface of the computer system is updated to display a plurality of documents that are of relevant type to the identified operation and associated with the field value.
4. The system of claim 1 , wherein the document data identifies whether a document of the relevant document type and associated with the field value is present in the document management system.
5. The system of claim 1 , wherein a particular context rule identifies a plurality of relevant document types using a linked list.
6. A computer-implemented method of providing document data from a document management system for display on an interface of a computer system through an enabler application that manages associations between fields of a host application and fields of documents in the document management system, comprising:
displaying the host application on the interface of the computer system that includes one or more data processors and one or more non-transitory computer-readable mediums including instructions for commanding the one or more data processors, wherein the host application includes an interface field that is linked to a document field of documents in the document management system;
capturing a field value for the interface field and an operation identification from the host application using the enabler application on the computer system, wherein the field value entered in the host application is captured at the enabler application without receiving any communication from the host application;
accessing a context rule in a context rule database using the computer system based upon the operation identification, wherein the context rule identifies a type of document that is relevant to the identified operation;
querying the document management system using the computer system based on the field value that is captured from the interface field of the host application and the relevant document type identified by the context rule that is accessed based on the operation identification from the host application;
receiving document data from the document management system based on said querying using the computer system; and
updating the interface of the computer system based on the document data.
7. The method of claim 6 , wherein the document data is an image of a scanned document, and wherein the image of the scanned document is displayed on the interface of the computer system.
8. The method of claim 6 , wherein the context rule identifies multiple types of documents that are relevant to the identified operation, wherein the querying requests document data associated with the field value for each of the multiple types of documents.
9. The method of claim 6 , wherein the document data identifies whether a document of the relevant document type and associated with the field value is present in the document management system.
10. The method of claim 9 , wherein the interface of the computer system is updated to indicate that the document of the relevant document type and associated with the field value is present or missing.
11. The method of claim 6 , wherein the document data identifies whether each of a plurality of documents are present or missing in the document management system, wherein the interface of the computer system is updated to display a checklist indicating whether each of the plurality of documents are present or missing.
12. The method of claim 11 , wherein the identified operation is prevented based on one or more of the plurality of documents being indicated as missing.
13. The method of claim 6 , further comprising receiving a user identification or a user type identification, wherein the context rule is accessed based upon the operation identification and either of the user identification or the user type identification.
14. The method of claim 13 , wherein a first context rule identifies a first relevant document type for a combination of the operation identification and a first user identification, and wherein a second context rule identifies a second relevant document type for a combination of the operation identification and a second user identification.
15. The method of claim 6 , wherein the context rule identifies a plurality of relevant document types using a linked list.
16. The method of claim 6 , wherein the document data is automatically retrieved based on the field value when a user begins performing an operation associated with the operation identification.
17. The method of claim 16 , further comprising performing an enabler application configuration operation, wherein the configuration operation identifies a location of the interface field to the enabler application, wherein the enabler application uses the location to capture the field value.
18. A non-transitory computer-readable medium encoded with instructions for commanding one or more data processors to perform a method of providing document data from a document management system for display on an interface of a computer system through an enabler application that manages associations between fields of a host application and fields of documents in the document management system, the method comprising:
displaying the host application on the interface of the computer system, wherein the host application includes an interface field that is linked to a document field of documents in the document management system;
capturing a field value for the interface field and an operation identification from the host application using the enabler application, wherein the field value entered in the host application is captured at the enabler application without receiving any communication from the host application;
accessing a context rule in a context rule database based upon the operation identification, wherein the context rule identifies a type of document that is relevant to the identified operation;
querying the document management system based on the field value that is captured from the interface field of the host application and the relevant document type identified by the context rule that is accessed based on the operation identification from the host application;
receiving document data from the document management system based on said querying; and
updating the interface of the computer system based on the document data.