IP Library Granted Patent US 11,544,454
Granted Patent B2
US 11,544,454 · App. 16/651,466 · Granted Jan 3, 2023

Method, apparatus and computer program product for document change management in original and tailored documents

Inventors: David Winchell (Port Jefferson, NY); Stanley Gregory (Bohemia, NY); Drew Weirshousky (West Sayville, NY)
Assignee: XSB, Inc.
G06F40/197G06F3/0482G06F3/04817G06F40/166G06F40/194
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 11,544,454
App. No.
16/651,466
Granted
Jan 3, 2023
Kind
B2
Abstract

A method for maintaining modification management of a tailored document based on transcluded portions of one or more source documents, comprising determining modifications in each revision of each source document, storing said modifications, and notifying a user of the tailored document with respect to said determined modifications in each source document that are incorporated in the tailored document, wherein said modifications include any changes in the source documents between revisions of the source document.

Claims (58)

1. A method for maintaining modification management of a tailored document based on transcluded portions of one or more source documents having revisions thereof stored in a document management system, comprising:

determining modifications in each revision of each source document;

storing said modifications; and

notifying a user of the tailored document with respect to said determined modifications in each transcluded portion of the one or more source documents that is incorporated in the tailored document;

wherein said modifications include any changes to the transcluded portions of the source documents between revisions of the source document; and wherein determining modifications in each revision of each source document includes calculating the differences between each revision of the source document stored in the document management system, including each successive and non-successive revision of each source document stored in the document management system; and

wherein determining modifications in each revision of each source document comprises determining difference data for each portion of each revision of each source document; and storing said modifications further comprises storing the difference data for each portion of the source document,

wherein the portions include sections, titles, paragraphs, tables, and labels where present in the source document.

2. The method according to claim 1 , wherein the difference data for each portion is stored in one of a “deleted in”, “modified in”, or “added in” form.

3. The method according to claim 2 , wherein the step of notifying includes displaying revised transcluded portions of the tailored document for portions of a source document that have changed between revisions of the source document.

4. The method according to claim 3 , wherein the revised transcluded portions of the source documents included in the transcluded document are displayed in a red-line manner.

5. The method according to claim 4 , further comprising receiving user input regarding which, if any, of the modifications shall be incorporated in the tailored document.

6. The method according to claim 1 , wherein determining modifications in each revision of each source document further comprises sequentially determining for each portion of the source document that has been changed whether that changed portion of the source document is used in the tailored document and, if so, the method further comprises generating and sending a notification to the user.

7. The method according to claim 1 , wherein the step of notifying includes generating icons that identify the type of modification, and wherein the icons include an icon indicating that text in a portion of the tailored document has changed, another icon indicating that no change in a portion of the tailored document has occurred, and a further icon indicating that a portion of the tailored document has been deleted in the revision of the source document.

8. The method according to claim 1 , wherein determining modifications in each revision of each source document comprises determining modifications to a document element, and wherein the determined modifications to a document element are stored in and annotated with one of:

a first form being an added in form identifying the addition of a section to the source document between revisions,

a second form being a modified in form indicating a modification to the source document between revisions, or

a third form being a deleted in form identifying a deletion of a section of the source document between revisions.

9. The method according to claim 1 , wherein the step of notifying includes displaying text notifications.

10. The method according to claim 1 , wherein each source document is hierarchical in structure and wherein each portion of the source document modified is inherited upwards and each portion of the source document modified by deletion is inherited downwards; and wherein inheritance relationships between portions of the source document are calculated and stored in the document management system.

11. An apparatus for maintaining modification management of a tailored document based on transcluded portions of one or more source documents having revisions thereof stored in a document management system, comprising:

a data storage including storage of a computer program code;

a central processing unit communicating with the data storage, the central processing unit under program control;

a display in communication with the central processing unit, the central processing unit configured to cause the apparatus to:

determine modifications in each revision of each source document; and

notify a user of the tailored document with respect to said determined modifications in each transcluded portion of the one or more source documents;

wherein said modifications include any changes to the transcluded portions of the one or more source documents between revisions of the source document; and wherein determining modifications in each revision of each source document includes calculating differences between each revision of the source document stored in the document management system, including each successive and non-successive revision of each source document;

wherein determining modifications in each revision of each source document comprises determining difference data for each portion of each revision of each source document; and storing said modifications further comprises storing the difference data for each portion of the source document, and

wherein the portions include sections, titles, paragraphs, tables, and labels where present in the source document.

12. The apparatus according to claim 11 , wherein the determined modifications in each revision of each source document includes calculated differences between successive revisions of each source document.

13. The apparatus according to claim 12 , wherein the notifying includes displaying revised transcluded portions of the tailored document for portions of a source document that have changed between revisions of the source document.

14. The apparatus according to claim 13 , wherein the revised transcluded portions of the source documents included in the transcluded document are displayed in a red-line manner.

15. The apparatus according to claim 14 , further comprising a user interface to receive user inputs, including user input with respect to which, if any, of the modifications should be incorporated in the tailored document.

16. The apparatus according to claim 11 , wherein said notify a user includes generating icons that identify the type of modification.

17. The apparatus according to claim 16 , wherein the icons include an icon indicating that text in a portion of the tailored document has changed, another icon indicating that no change in a portion of the tailored document has occurred, and a further icon indicating that a portion of the tailored document has been deleted in the revision of the source document.

18. The apparatus according to claim 17 , wherein determining modifications in each revision of each source document comprises determining modifications to a document element, and wherein the determined modifications to a document element are stored in and annotated with one of:

a first form being an added in form identifying the addition of a section to the source document between revisions,

a second form being a modified in form indicating a modification to the source document between revisions, or

a third form being a deleted in form identifying a deletion of a section of the source document between revisions.

19. The apparatus according to claim 11 , wherein said notify a user includes displaying text notifications.

20. The apparatus according to claim 11 , wherein each source document is hierarchical in structure and wherein each portion of the source document modified is inherited upwards and each portion of the source document modified by deletion is inherited downwards; and wherein inheritance relationships between portions of the source document are calculated and stored in the document management system.

21. A computer program product embodied on a non-transitory computer readable memory, comprising computer program code configured to perform maintaining modification management of a tailored document based on transcluded portions of one or more source documents having revisions thereof stored in a document management system, and further configured to:

determine modifications in each revision of each source document; and

notify a user of the tailored document with respect to said determined modifications in each transcluded portion of the one or more source documents;

wherein said modifications include any changes to the transcluded portions of the one or more source documents between revisions of the source document; and wherein determining modifications in each revision of each source document includes calculating differences between each revision of the source document stored in the document management system, including each successive and non-successive revision of each source document stored in the document management system; and

wherein determining modifications in each revision of each source document comprises determining difference data for each portion of each revision of each source document; and storing said modifications further comprises storing the difference data for each portion of the source document,

wherein the portions include sections, titles, paragraphs, tables, and labels where present in the source document.

22. The computer program product according to claim 21 , wherein determining modifications in each revision of each source document further includes calculating the difference between successive revisions of each source document.

23. The computer program product according to claim 22 , wherein the step of notifying includes displaying revised transcluded portions of the tailored document for portions of a source document that have changed between revisions of the source document.

24. The computer program product according to claim 23 , wherein the revised transcluded portions of the source documents included in the transcluded document are displayed in a red-line manner.

25. The computer program product according to claim 24 , further configured to receive user inputs, including user input with respect to which, if any, of the modifications should be incorporated in the tailored document.

26. The computer program product according to claim 21 , wherein said notify a user includes generating icons that identify the type of modification.

27. The computer program product according to claim 26 , wherein the icons include an icon indicating that text in a portion of the tailored document has changed, another icon indicating that no change in a portion of the tailored document has occurred, and a further icon indicating that a portion of the tailored document has been deleted in the revision of the source document.

28. The computer program product according to claim 27 , wherein determining modifications in each revision of each source document comprises determining modifications to a document element, and wherein the determined modifications to a document element are stored in and annotated with one of:

a first form being an added in form identifying the addition of a section to the source document between revisions,

a second form being a modified in form indicating a modification to the source document between revisions, or

a third form being a deleted in form identifying a deletion of a section of the source document between revisions.

29. The computer program product according to claim 21 , wherein said notify a user includes displaying text notifications.

30. The computer program product according to claim 21 , wherein each source document is hierarchical in structure and wherein each portion of the source document modified is inherited upwards and each portion of the source document modified by deletion is inherited downwards; and wherein inheritance relationships between portions of the source document are calculated and stored in the document management system.

Assignments (2)
SECURITY INTEREST Recorded Sep 30, 2024
From: XSB INC.
To: MONROE CAPITAL MANAGEMENT ADVISORS, LLC
Reel/Frame 068733/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 29, 2020
From: WINCHELL, DAVID; GREGORY, STANLEY; WEIRSHOUSKY, DREW
To: XSB, INC.
Reel/Frame 052254/0194 →
Continuity (2)
Provisional Application 62565527 · Sep 29, 2017
Related Publication 20200265189A1 · Aug 20, 2020