Systems and methods for generating a digital document using retrieved tagged data
Systems, methods, and devices are presented for providing and managing investments and workflow for investors and sponsors are described. The system provides and utilizes an actionable, reliable, transparent, real-time, collaborative marketplace for facilitating funding and distribution and for reviewing the performance of private placements via an online, authoritative, unified compliance and execution platform for private placements and other investments.
1. An online data management system for verifying compliance to workflows, comprising: a memory; and at least one processor configured to perform steps comprising: maintaining a data structure comprising a collection of tags applied to respective data objects in a first set of data objects; receiving a second set of data objects from a plurality of third-party sources; generating data in the data structure that applies one or more of the tags from the collections of tags to one or more of the data objects in the second set of data objects; receiving a document uploaded via a user interface; rendering an input interface configured to receive tags input by a user and associated with the document; generating, within the data structure, one or more records associated with the document and the received tags; receiving a request associated with a workflow that involves execution of a plurality of documents by a first user; querying the data structure based on an identity of the first user, wherein the querying identifies a plurality of the data objects associated with the one or more tags associated with the first user; determining information for the request based on applying one or more rules associated with a workflow to at least a subset of the identified data objects; automatically populating at least one of the plurality of documents with the determined information associated with the first set of data objects stored in the data structure and the second set of data objects from the plurality of third-party sources; providing the plurality of documents to the first user for execution; receiving executed documents from one or more computing devices associated with the first user; performing character recognition on the received executed documents to recognize portions of the documents that require user feedback; based on the results of the optical recognition, verifying that first user complied with the workflow and that the portions of the received documents that require user feedback were properly executed by the first user; and providing a notification to a second user indicating that the first user completed execution of the plurality of documents.
2. The system of claim 1 , wherein the second set of data objects are received from the third-party system via an application programming interface.
3. The system of claim 1 , wherein the workflow defines a time period in which the first user needs to execute the plurality of documents.
4. The system of claim 3 , wherein the steps further comprise: receiving an updated data object generated by the workflow; creating one or more records within the data structure based on the updated data object; and populating an updated digital document with data comprising the one or more records.
5. The system of claim 3 , wherein the steps further comprise providing, to the workflow, information indicative of relationships between data objects based on the collection of tags.
6. A computer-implemented method for verifying compliance to workflows, the method comprising: maintaining a data structure comprising a collection of tags applied to respective data objects in a first set of data objects; receiving a second set of data objects from a plurality of third-party sources; generating data in the data structure that applies one or more of the tags from the collections of tags to one or more of the data objects in the second set of data objects; receiving a document uploaded via a user interface; rendering an input interface configured to receive tags input by a user and associated with the document; generating, within the data structure, one or more records associated with the document and the received tags; receiving a request associated with a workflow that involves execution of a plurality of documents by a first user; querying the data structure based on an identity of the first user, wherein the querying identifies a plurality of the data objects associated with the one or more tags associated with the first user; determining information for the request based on applying one or more rules associated with a workflow to at least a subset of the identified data objects; automatically populating at least one of the plurality of documents with the determined information associated with the first set of data objects stored in the data structure and the second set of data objects from the plurality of third-party sources; providing the plurality of documents to the first user for execution; receiving executed documents from one or more computing devices associated with the first user; performing character recognition on the received executed documents to recognize portions of the documents that require user feedback; based on the results of the optical recognition, verifying that first user complied with the workflow and that the portions of the received documents that require user feedback were properly executed by the first user; and providing a notification to a second user indicating that the first user completed execution of the plurality of documents.
7. The method of claim 6 , wherein the second set of data objects are received from the third-party system via an application programming interface.
8. The method of claim 6 , wherein the workflow defines a time period in which the first user needs to execute the plurality of documents.
9. The method of claim 8 , further comprising: receiving an updated data object based on the workflow; creating one or more records within the data structure based on the updated data object; and populating an updated digital document with data comprising the one or more records.
10. The method of claim 8 , further comprising: providing, to the workflow, information indicative of relationships between data objects based on the collection of tags.
11. A non-transitory computer-readable storage medium storing instructions executable by one or more processors to cause the one or more processors to perform a method for automatically populating digital documents, the method comprising: maintaining a data structure comprising a collection of tags applied to respective data objects in a first set of data objects; receiving a second set of data objects from a plurality of third-party sources; generating data in the data structure that applies one or more of the tags from the collections of tags to one or more of the data objects in the second set of data objects; receiving a document uploaded via a user interface; rendering an input interface configured to receive tags input by a user and associated with the document; generating, within the data structure, one or more records associated with the document and the received tags; receiving a request associated with a workflow that involves execution of a plurality of documents by a first user; querying the data structure based on an identity of the first user, wherein the querying identifies a plurality of the data objects associated with the one or more tags associated with the first user; determining information for the request based on applying one or more rules associated with a workflow to at least a subset of the identified data objects; automatically populating at least one of the plurality of documents with the determined information associated with the first set of data objects stored in the data structure and the second set of data objects from the plurality of third-party sources; providing the plurality of documents to the first user for execution; receiving executed documents from one or more computing devices associated with the first user; performing character recognition on the received executed documents to recognize portions of the documents that require user feedback; based on the results of the optical recognition, verifying that first user complied with the workflow and that the portions of the received documents that require user feedback were properly executed by the first user; and providing a notification to a second user indicating that the first user completed execution of the plurality of documents.
12. The storage medium of claim 11 , wherein the second set of data objects are received from the third-party system via an application programming interface.
13. The storage medium of claim 11 , wherein the workflow defines a time period in which the first user needs to execute the plurality of documents.
14. The storage medium of claim 13 , wherein the operations further comprise: receiving an updated data object based on the workflow; creating one or more records within the data structure based on the updated data object; and populating an updated digital document with data comprising the one or more records.
15. The storage medium of claim 13 , wherein the operations further comprise: providing, to the workflow, information indicative of relationships between data objects based on the collection of tags.
16. The system of claim 3 , wherein the one or more computing devices associated with the first user includes at least two different types of communication devices.
17. The system of claim 3 , wherein the steps further comprise: determining the workflow based on at least one of: account type information associated with the first user, regulatory profile information associated with the first user, or citizenship information associated with the first user.
18. The system of claim 3 , wherein the steps further comprise: enabling the second user to review executed documents received from the one or more computing devices associated with the first user.