IP Library Granted Patent US 10,445,411
Granted Patent B2
US 10,445,411 · App. 14/669,339 · Granted Oct 15, 2019

Document automation systems

Inventors: David Kendal Pickles (London, GB); Ali Shahid Ahmed (London, GB); Robert James Dow (Berkshire, GB)
Assignee: Practical Law Company Limited
G06F17/2247G06F16/986G06F17/218G06F17/2229G06F17/243
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Quick Facts
Patent No.
US 10,445,411
App. No.
14/669,339
Granted
Oct 15, 2019
Kind
B2
Abstract

The present invention relates to document automation/assembly systems, and more particularly to document automation systems distributed over a network such as the Internet, and/or other communication networks. In addition, the present invention relates to methods, especially computer-implemented methods, to computer programs, and to recording media storing such programs for use in such systems.

Claims (45)

1. An electronic-document generation system for generating an electronic target document, the system having a processor and a memory accessible to the processor which are configured to generate the target document and store the target document in the memory and to cause the system to comprise:

an interpreter which, during generation of said target document, interprets at least one instruction of a first type and at least one instruction of a second type, each said instruction referring to data and identifying a content item for use in generating said target document, said at least one instruction of a first type and at least one instruction of a second type being respective portions or subroutines of a drafting script that is executed by the processor by evaluating logic expressed within the drafting script in dependence upon data including the referred-to data that is stored in a data source for generating the target document, wherein the referred-to data comprises a value, wherein each of the respective portions or subroutines of the drafting script generates a link that is rendered during execution of the drafting script to allow a user to modify the value via a user interface;

a first includer which:

for each instruction of the first type, but not for any instruction of the second type, includes the identified content item or content derived therefrom in a corresponding portion of said target document even when a value of the data that the instruction refers to indicates that the content item or the content derived therefrom is to be excluded from the target document, and;

for each instruction of the second type, but not for any instruction of the first type:

when the value of the data that the instruction refers to indicates that the content item or the content derived therefrom is to be included in the target document, includes the identified content item or content derived therefrom in a corresponding portion of said target document; and

when the value of the data that the instruction refers to indicates that the content item or the content derived therefrom is to be excluded from the target document, does not include any such content in the target document;

an assigner which:

for each said portion corresponding to one of said instructions of the first type:

when the value of the data that the instruction concerned refers to indicates that the content item or the content derived therefrom is to be included in the target document, assigns a first status to that portion, indicating that the content item concerned or the content derived therefrom is to be included in the target document; and

when the value of the data that the instruction concerned refers to indicates that the content item or the content derived therefrom is to be excluded from the target document, assigns a second status to that portion, indicating that the content item concerned or the content derived therefrom is to be excluded from the target document; and

for any portion corresponding to one of said instructions of the second type, assigns said first status to that portion; and

a second includer which, for each said portion corresponding to one of said instructions of the first type, includes additional information in said target document identifying that portion as having said first status or said second status, but which, for any portion corresponding to one of said instructions of the second type, does not include such additional information in said target document.

2. The electronic-document generation system according to claim 1 , further comprising a tester operable, for the at least one instruction of the first type, to test the data concerned against a condition defined by logic, wherein said assigner is operable, for the at least one instruction of the first type, to assign said first status to the corresponding portion if the data concerned satisfies the condition concerned, and to assign said second status to the corresponding portion if the data concerned does not satisfy the condition concerned.

3. The electronic-document generation system according to claim 2 , wherein the logic for the at least one instruction of the first type is defined in its respective instruction.

4. The electronic-document generation system according to claim 1 , wherein each said instruction is defined in a markup language.

5. The electronic-document generation system according to claim 1 , wherein each said instruction is defined in XML.

6. The electronic-document generation system according to claim 1 , wherein said additional information comprises a colour or another symbol.

7. The electronic-document generation system according to claim 1 , further comprising:

a user interface operable to display said target document, or a document generated therefrom, in a first mode in which any such portion having said second status is included in the displayed document, or in a second mode in which any such portion having said second status is excluded from the displayed document.

8. The electronic-document generation system according to claim 7 , wherein said user interface is operable, in said first mode, to include any such additional information in the displayed document and, in said second mode, to exclude any such additional information from the displayed document.

9. A computer-implemented method for generating an electronic target document, the method comprising:

interpreting at least one instruction of a first type and at least one instruction of a second type, each said instruction referring to data and identifying a content item for use in generating said target document, said at least one instruction of a first type and at least one instruction of a second type being respective portions or subroutines of a drafting script that is executed by a processor by evaluating logic expressed within the drafting script in dependence upon data including the referred-to data that is stored in a data source for generating the target document, wherein the referred-to data comprises a value, wherein each of the respective portions or subroutines of the drafting script generates a link that is rendered during execution of the drafting script to allow a user to modify the value via a user interface;

for each instruction of the first type, but not for any instruction of the second type, including the identified content item or content derived therefrom in a corresponding portion of said target document even when a value of the data that the instruction refers to indicates that the content item or the content derived therefrom is to be excluded from the target document;

for each instruction of the second type, but not for any instruction of the first type:

when the value of the data that the instruction refers to indicates that the content item or the content derived therefrom is to be included in the target document, including the identified content item or content derived therefrom in a corresponding portion of said target document; and

when the value of the data that the instruction refers to indicates that the content item or the content derived therefrom is to be excluded from the target document, not including any such content in the target document;

for each said portion corresponding to one of said instructions of the first type:

when the value of the data that the instruction concerned refers to indicates that the content item or the content derived therefrom is to be included in the target document, assigning a first status to that portion, indicating that the content item concerned or the content derived therefrom is to be included in the target document; and

when the value of the data that the instruction concerned refers to indicates that the content item or the content derived therefrom is to be excluded from the target document, assigning a second status to that portion, indicating that the content item concerned or the content derived therefrom is to be excluded from the target document;

for any portion corresponding to one of said instructions of the second type, assigning said first status to that portion;

for each said portion corresponding to one of said instructions of the first type, including additional information in said target document identifying that portion as having said first status or said second status, but, for any portion corresponding to one of said instructions of the second type, not including such additional information in said target document; and

storing the generated target document in a memory of a computer.

10. A non-transitory computer-readable storage medium storing a computer program which, when executed on a computer of an electronic-document generation system, causes the system to:

interpret at least one instruction of a first type and at least one instruction of a second type, each said instruction referring to data and identifying a content item for use in generating an electronic target document, said at least one instruction of a first type and at least one instruction of a second type being respective portions or subroutines of a drafting script that is executed by a processor of the computer by evaluating logic expressed within the drafting script in dependence upon data including the referred-to data that is stored in a data source for generating the target document, wherein the referred-to data comprises a value, wherein each of the respective portions or subroutines of the drafting script generates a link that is rendered during execution of the drafting script to allow a user to modify the value via a user interface;

for each instruction of the first type, but not for any instruction of the second type, include the identified content item or content derived therefrom in a corresponding portion of said target document even when a value of the data that the instruction refers to indicates that the content item or the content derived therefrom is to be excluded from the target document;

for each said instruction of the second type, but not for any instruction of the first type:

when the value of the data that the instruction refers to indicates that the content item or the content derived therefrom is to be included in the target document, include the identified content item or content derived therefrom in a corresponding portion of said target document; and

when the value of the data that the instruction refers to indicates that the content item or the content derived therefrom is to be excluded from the target document, not include any such content in the target document;

for each said portion corresponding to one of said instructions of the first type:

when the value of the data that the instruction concerned refers to indicates that the content item or the content derived therefrom is to be included in the target document, assign a first status to that portion, indicating that the content item concerned or the content derived therefrom is to be included in the target document; and

when the value of the data that the instruction concerned refers to indicates that the content item or the content derived therefrom is to be excluded from the target document, assign a second status to that portion, indicating that the content item concerned or the content derived therefrom is to be excluded from the target document;

for any portion corresponding to one of said instructions of the second type, assign said first status to that portion;

for each said portion corresponding to one of said instructions of the first type, include additional information in said target document identifying that portion as having said first status or said second status, but, for any portion corresponding to one of said instructions of the second type, not include such additional information in said target document; and

store the generated target document in a memory of the computer.

Assignments (4)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 3, 2020
From: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
To: THOMSON REUTERS ENTERPRISE CENTRE GMBH
Reel/Frame 051993/0294 →
CHANGE OF NAME Recorded Jul 22, 2019
From: THOMSON REUTERS GLOBAL RESOURCES
To: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
Reel/Frame 049813/0124 →
MERGER AND CHANGE OF NAME Recorded Jun 27, 2019
From: PRACTICAL LAW COMPANY LIMITED; THOMSON REUTERS GLOBAL RESOURCES
To: THOMSON REUTERS GLOBAL RESOURCES
Reel/Frame 049607/0916 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 5, 2018
From: PICKLES, DAVID KENDAL; AHMED, ALI SHAHID; DOW, ROBERT JAMES
To: PRACTICAL LAW COMPANY LIMITED
Reel/Frame 045989/0726 →
Continuity (2)
Division 11449396 · Jun 8, 2006
Related Publication 20150220501A1 · Aug 6, 2015