IP Library Granted Patent US 9,904,905
Granted Patent B2
US 9,904,905 · App. 13/705,189 · Granted Feb 27, 2018

Document-based user interfaces controlled and managed by a system

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Quick Facts
Patent No.
US 9,904,905
App. No.
13/705,189
Granted
Feb 27, 2018
Kind
B2
Abstract

Document-based user interfaces controlled and managed by a system. A business management application that runs on a platform of the system determines data entry, by a user, in a document creation application. The business management application further interacts with the data using a web services application interface, and invokes a rule that enables behavior of the document creation application being controlled by the system. Further, the business management application assigns regulatory controls to the document creation application until completion of an approval process and subsequently relinquishes the rule on completion of the approval process.

Claims (56)

1. A computer-implemented method for controlling behavior of document-based user interfaces by actions performed from a system, the computer-implemented method comprising:

entering log-in credentials via a document creation application to log-in to both a business management application and the document creation application;

determining data entry in the document creation application by the business management application that runs on a platform of the system, wherein the data is entered by a user; and wherein the business management application is external to the document creation application;

interacting with the data using a web services application interface of the business management application; and

controlling the behavior of the document creation application by the business management application comprising:

invoking a rule in the business management application that enables the behavior of the document creation application being controlled by the system;

assigning regulatory controls to the document creation application until completion of an approval process for the data; and

relinquishing the rule on completion of the approval process.

2. The computer-implemented method as claimed in claim 1 , wherein the system comprises one of a structured database management system, a software application, an external communication protocol, and a web enterprise application.

3. The computer-implemented method as claimed in claim 1 , wherein the document creation application comprises one or more of a word processing application, a spreadsheet creation application, a presentation creation application, a web format, an unstructured data file, a rich text format file, a portable document file, a document, and an electronic mail application.

4. The computer-implemented method as claimed in claim 3 , wherein the document creation application is configured with an add-in comprising instructions for linking the document creation application with one of the business management application and the system.

5. The computer-implemented method as claimed in claim 4 , wherein the add-in comprises a plugin in the document creation application.

6. The computer-implemented method as claimed in claim 1 , wherein the behavior of the document creation application is controlled by performing one or more of preventing the user to take one or more actions, providing guidance to the user through a pop-up menu, providing other information through the pop-up menu, and limiting user control in the document.

7. The computer-implemented method as claimed in claim 1 , wherein the business management application comprises a business lifecycle management application that manages business processes.

8. The computer-implemented method as claimed in claim 1 , wherein the business management application comprises a contract creation and contract lifecycle management application.

9. The computer-implemented method as claimed in claim 1 , wherein the document creation application is a user interface for the business management application.

10. The computer-implemented method as claimed in claim 1 , wherein the document creation application comprises data management tools.

11. The computer-implemented method as claimed in claim 10 , wherein the data management tools further comprise:

an executable data push-pull utility that pushes and pulls data from a structured field in the document creation application to the system and stores the data.

12. The computer-implemented method as claimed in claim 11 , wherein the executable data push-pull utility further comprises authorization tools which require the user of the document creation application to provide authorization before the executable data push-pull utility stores the data in the system.

13. A computer program product stored on a non-transitory computer-readable medium that when executed by a processor, performs a method for controlling behavior of document-based user interfaces by actions performed from a system, the computer-implemented method comprising:

entering log-in credentials via a document creation application to log-in to both a business management application and the document creation application;

determining data entry in the document creation application by the business management application that runs on a platform of the system, wherein the data is entered by a user, and wherein the business management application is external to the document creation application;

interacting with the data using a web services application interface of the business management application; and

controlling the behavior of the document creation application by the business management application comprising:

invoking a rule in the business management application that enables the behavior of the document creation application being controlled by the system;

assigning regulatory controls to the document creation application until completion of an approval process for the data; and

relinquishing the rule on completion of the approval process.

14. The computer program product as claimed in claim 13 , wherein the system comprises one of a structured database management system, a software application, an external communication protocol, and a web enterprise application.

15. The computer program product as claimed in claim 13 , wherein the document creation application comprises one or more of a word processing application, a spreadsheet creation application, a presentation creation application, a web format, an unstructured data file, a rich text format file, a portable document file, a document, and an electronic mail application.

16. The computer program product as claimed in claim 15 , wherein the document creation application is configured with an add-in comprising instructions for linking the document creation application with one of the business management application and the system.

17. The computer program product as claimed in claim 16 , wherein the add-in comprises a plugin in the document creation application.

18. The computer program product as claimed in claim 13 , wherein the behavior of the document creation application is controlled by performing one or more of preventing the user to take one or more actions, providing guidance to the user through a pop-up menu, providing other information through the pop-up menu, and limiting user control in the document.

19. The computer program product as claimed in claim 13 , wherein the business management application comprises a business lifecycle management application that manages business processes.

20. The computer program product as claimed in claim 13 , wherein the business management application comprises a contract creation and contract lifecycle management application.

21. The computer program product as claimed in claim 13 , wherein the document creation application is a user interface for the business management application.

22. The computer program product as claimed in claim 13 , wherein the document creation application comprises data management tools.

23. The computer program product as claimed in claim 22 , wherein the data management tools further comprise:

an executable data push-pull utility that pushes and pulls data from a structured field in the document creation application to the system and stores the data.

24. The computer program product as claimed in claim 23 , wherein the executable data push-pull utility further comprises authorization tools which require the user of the document creation application to provide authorization before the executable data push-pull utility stores the data in the system.

25. A system comprising:

a non-transitory machine readable medium; and

instructions carried by the machine-readable medium and operable to cause a programmable processor to perform:

entering log-in credentials via a document creation application to log-in to both a business management application and the document creation application;

determining data entry in the document creation application by the business management application that runs on a platform of a system, wherein the data is entered by a user; and wherein the business management application is external to the document creation application;

interacting with the data using a web services application interface of the business management application; and

controlling the behavior of the document creation application by the business management application comprising:

invoking a rule in the business management application that enables behavior of the document creation application being controlled by the system;

assigning regulatory controls to the document creation application until completion of an approval process for the data; and

relinquishing the rule on completion of the approval process.

26. The system as claimed in claim 25 , wherein the system comprises one of a structured database management system, a software application, an external communication protocol, and a web enterprise application.

27. The system as claimed in claim 25 , wherein the document creation application comprises one or more of a word processing application, a spreadsheet creation application, a presentation creation application, a web format, an unstructured data file, a rich text format file, a portable document file, a document, and an electronic mail application.

28. The system as claimed in claim 25 , wherein the behavior of the document creation application is controlled by performing one or more of preventing the user to take one or more actions, providing guidance to the user through a pop-up menu, providing other information through the pop-up menu, and limiting user control in the document.

29. The system as claimed in claim 25 , wherein the document creation application comprises data management tools.

30. The system as claimed in claim 29 , wherein the data management tools further comprise:

an executable data push-pull utility that pushes and pulls data from a structured field in the document creation application to the system and stores the data, wherein the executable data push-pull utility further comprises authorization tools which require a user of the document creation application to provide authorization before the executable data push-pull utility stores the data in the system.

Assignments (14)
CHANGE OF NAME Recorded Oct 29, 2024
From: APTTUS CORPORATION
To: CONGA CORPORATION
Reel/Frame 069274/0036 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 29, 2023
From: APTTEX CORPORATION
To: APTTUS CORPORATION
Reel/Frame 064118/0978 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS RECORDED AT REEL 047041, FRAME 0950 Recorded May 6, 2021
From: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS ADMINISTRATIVE AGENT
To: APTTUS CORPORATION; APTTEX CORPORATION
Reel/Frame 056172/0484 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded May 6, 2021
From: APTTUS CORPORATION; APPEXTREMES, LLC; APPTEX CORPORATION; OCTIV, INC.; ORCHESTRATE, LLC
To: DEUTSCHE BANK AG NEW YORK BRANCH, AS COLLATERAL AGENT
Reel/Frame 056172/0792 →
SECURITY INTEREST Recorded Oct 2, 2018
From: APTTUS CORPORATION; APTTEX CORPORATION
To: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS ADMINISTRATIVE AGENT
Reel/Frame 047041/0950 →
TERMINATION AND RELEASE OF PATENT SECURITY AGREEMENT Recorded Oct 2, 2018
From: GOLUB CAPITAL LLC, AS AGENT
To: APTTUS CORPORATION; APTTEX CORPORATION
Reel/Frame 047185/0694 →
RELEASE OF SECURITY INTEREST Recorded Jan 23, 2018
From: SILICON VALLEY BANK
To: APTTEX CORPORATION; APTTUS CORPORATION
Reel/Frame 044703/0937 →
RELEASE OF SECURITY INTEREST Recorded Jan 23, 2018
From: SILICON VALLEY BANK
To: APTTEX CORPORATION
Reel/Frame 044703/0734 →
SECURITY INTEREST Recorded Jan 23, 2018
From: APTTUS CORPORATION; APPTEX CORPORATION
To: GOLUB CAPITAL LLC, AS AGENT
Reel/Frame 044704/0173 →
SECURITY INTEREST Recorded Apr 28, 2017
From: APTTEX CORPORATION
To: SILICON VALLEY BANK
Reel/Frame 042175/0178 →
SECURITY INTEREST Recorded Jan 27, 2017
From: APTTUS CORPORATION; APTTEX CORPORATION
To: SILICON VALLEY BANK
Reel/Frame 041110/0930 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 20, 2015
From: APTTUS CORPORATION
To: APTTEX CORPORATION
Reel/Frame 036908/0407 →
CORRECTIVE ASSIGNMENT TO CORRECT THE TO CORRECT THE ASSIGNEE ON THE COVER SHEET AND THE ORIGINAL ASSIGNMENT PREVIOUSLY RECORDED ON REEL 029558 FRAME 0356. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Jul 29, 2015
From: APTTUS INC.
To: APTTUS CORPORATION
Reel/Frame 036223/0526 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 3, 2013
From: KRAPPE, KIRK
To: APTTUS INC
Reel/Frame 029558/0356 →