IP Library Granted Patent US 10,496,737
Granted Patent B1
US 10,496,737 · App. 15/863,510 · Granted Dec 3, 2019

Systems, devices, and methods for software coding

Inventors: Mark Sayre (Springfield, MA); Karen Fontaine (Springfield, MA); Harish Krishnaswamy (Springfield, MA); Sam Elsamman (Springfield, MA)
Assignee: Massachusetts Mutual Life Insurance Company
G06F17/243G06F16/252G06F16/583G06F16/9024G06F16/951G06F16/986G06F17/246G06F17/248G06K9/00442G06K2209/01H04L67/10
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Quick Facts
Patent No.
US 10,496,737
App. No.
15/863,510
Granted
Dec 3, 2019
Kind
B1
Abstract

Methods and systems described herein allow dynamic rendering of a reflexive questionnaire based on a modifiable spreadsheet for users with little to no programming experience and knowledge. The method and system allow retrieving a spreadsheet to generate a dynamic and reflexive graphical user interface and to pre-populate one or more input elements within the reflexive graphical user interface based on user information retrieved from a disparate data source, where the spreadsheet may be configured for a worksheet inheritance or where the worksheet may be accessed through a check-in/check-out functionality.

Claims (41)

1. A method comprising:

receiving, by a server, from a computing device, a rendering request to render a graphical user interface to be displayed on the computing device;

querying, by the server, a first database to retrieve a spreadsheet responsive to the rendering request, wherein the spreadsheet comprising a first row and a second row, wherein the first row comprising a first statement cell comprising a first statement, a first data type cell comprising a first data type identifier, and a first logic cell comprising a first logic, wherein the second row comprising a second statement cell comprising a second statement, a second data type cell comprising a second data type identifier, and a second logic cell comprising a second logic, wherein the first row is immediately adjacent to the second row;

receiving, by the server, an image from the computing device;

performing, by the server, an optical character recognition on the image to extract identification data from the image;

upon extracting the identification data from the image, querying, by the server, a second database based on the identification data to retrieve user information corresponding to the identification data;

upon retrieving the user information, dynamically rendering, by the server, the graphical user interface comprising a first label and a first input element on the computing device, wherein the first label comprising the first statement sourced from and corresponding to the first statement cell, wherein the first input element corresponds to the first data type identifier and the first data type cell, wherein the first input element is pre-populated with at least one of the identification data or the user information retrieved from the second database, wherein the first row one-to-one corresponds to the first label and the first input element, wherein the first label one-to-one corresponds to the first input element; and

evaluating, by the server, the first input element against the first logic,

based on the first input element corresponding to the first logic, dynamically rendering, by the server, the graphical user interface for display of a second label, a second input element, a third label, and a third input element corresponding to a second data type identifier, a second data type cell, a third data type identifier, and a third data type cell in the spreadsheet respectively, wherein the second label and the second input element correspond to pre-populated data of the first input element, wherein the second row one-to-one corresponds to the second label and the second input element, wherein the second label one-to-one corresponds to the second input element; and

based on the first input element not corresponding to the first logic, dynamically rendering, by the server, the graphical user interface for display of the third label and the third input element while not displaying the second label or the second input element.

2. The method of claim 1 , wherein the image is a driver's license.

3. The method of claim 1 , wherein the first input element is prepopulated with at least one of the identification data or the user information retrieved from the second database, and wherein the first input is a Boolean input prompting the computing device to confirm the prepopulated input element.

4. The method of claim 3 , wherein upon receiving a negative input from the computing device, the server displays a disqualification message.

5. The method of claim 3 , wherein upon receiving a positive input from the computing device, the server dynamically renders the second label and the second input element to be displayed on the graphical user interface.

6. The method of claim 1 , wherein the optical character recognition is performed by a second server.

7. The method of claim 1 , wherein the first input element is rendered based on the first logic cell and at least one of the identification data and or the user information retrieved from the second database.

8. The method of claim 1 , further comprising:

initiating, by the server, a secure communication session with the computing device, wherein the server receives the identification data during the secure communication session.

9. The method of claim 1 , wherein the identification data extracted from the image comprises at least one of a physical information or a demographic information, wherein the at least one of the physical information or the demographic information is sent to query the second database.

10. The method of claim 1 , wherein the first logic corresponds to the identification data and the second input element is unique to the identification data.

11. A computer system comprising:

a server configured to:

receive, from a computing device, a rendering request to render a graphical user interface to be displayed on the computing device;

query a first database to retrieve a spreadsheet responsive to the rendering request, wherein the spreadsheet comprising a first row and a second row, wherein the first row comprising a first statement cell comprising a first statement, a first data type cell comprising a first data type identifier, and a first logic cell comprising a first logic, wherein the second row comprising a second statement cell comprising a second statement, a second data type cell comprising a second data type identifier, and a second logic cell comprising a second logic, wherein the first row is immediately adjacent to the second row;

receive an image from the computing device;

perform an optical character recognition on the image to extract identification data from the image;

upon extracting the identification data from the image, query a second database based on the identification data to retrieve user information corresponding to the identification data;

upon retrieving the user information, dynamically render the graphical user interface comprising a first label and a first input element on the computing device, wherein the first label comprising the first statement sourced from and corresponding to the first statement cell, wherein the first input element corresponds to the first data type identifier and the first data type cell, wherein the first input element is pre-populated with at least one of the identification data or the user information retrieved from the second database, wherein the first row one-to-one corresponds to the first label and the first input element, wherein the first label one-to-one corresponds to the first input element;

evaluate the first input element against the first logic,

based on the first input element corresponding to the first logic, dynamically rendering, by the server, the graphical user interface for display of a second label, a second input element, a third label, and a third input element corresponding to a second data type identifier, a second data type cell, a third data type identifier, and a third data type cell in the spreadsheet respectively, wherein the second label and the second input element correspond to pre-populated data of the first input element, wherein the second row one-to-one corresponds to the second label and the second input element, wherein the second label one-to-one corresponds to the second input element; and

based on the first input element not corresponding to the first logic, dynamically rendering, by the server, the graphical user interface for display of the third label and the third input element while not displaying the second label or the second input element.

12. The computer system of claim 11 , wherein the image is a driver's license.

13. The computer system of claim 11 , wherein the first input element is prepopulated with at least one of the identification data and user information retrieved from the second database, and wherein the first input is a Boolean input prompting the computing device to confirm the prepopulated input element.

14. The computer system of claim 13 , wherein upon receiving a negative input from the computing device, the server displays a disqualification message.

15. The computer system of claim 13 , wherein upon receiving a positive input from the computing device, the server dynamically renders the second label and the second input element to be displayed on the graphical user interface.

16. The computer system of claim 11 , wherein the optical character recognition is performed by a second server.

17. The computer system of claim 11 , wherein the first input element is rendered based on the first logic cell and at least one of the identification data or the user information retrieved from the second database.

18. The computer system of claim 11 , wherein the server is further configured to:

initiate a secure communication session with the computing device, wherein the server receives the identification data during the secure communication session.

19. The computer system of claim 11 , wherein the identification data extracted from the image comprises at least one of a physical information or a demographic information, wherein the at least one of the physical information or the demographic information is sent to query the second database.

20. The computer system of claim 19 , wherein the first logic corresponds to the identification data and the second input element is unique to the identification data.

Assignments (5)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 13, 2025
From: HITPS LLC
To: ITPS HOLDING LLC
Reel/Frame 070216/0073 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 13, 2025
From: ITPS HOLDING LLC
To: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Reel/Frame 070216/0162 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 22, 2021
From: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
To: ITPS HOLDING LLC
Reel/Frame 058464/0121 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 22, 2021
From: ITPS HOLDING LLC
To: HITPS LLC
Reel/Frame 058464/0257 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 5, 2018
From: SAYRE, MARK; FONTAINE, KAREN; KRISHNASWAMY, HARISH; ELSAMMAN, SAM
To: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Reel/Frame 044547/0721 →
Continuity (1)
Provisional Application 62442784 · Jan 5, 2017
Cited By (23)
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