IP Library Granted Patent US 11,481,545
Granted Patent B1
US 11,481,545 · App. 17/359,854 · Granted Oct 25, 2022

Conditional processing of annotated documents for automated document generation

Inventors: Gabriel Aviles (Kissimmee, FL); Donald Thomas Smith (Grand Prairie, TX)
Assignee: Orbis Technologies, Inc.
G06F40/186
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Quick Facts
Patent No.
US 11,481,545
App. No.
17/359,854
Filed
Jun 28, 2021
Granted
Oct 25, 2022
Kind
B1
Art Unit
2144
USPC
715/229
Abstract

A computer system conditionally processes a template document to produce one or more finished documents. Annotations in the template document are identified, each annotation indicating an instruction name and a portion of the template document to which the annotation is applied. The template document is processed using one or more structured data feeds that indicate, for each annotation, instructions for transforming the portion of the template document associated with the annotation, wherein the instructions are indicated by the instruction name of the annotation. Finished documents are generated by executing the instructions to transform the template document into each finished document, wherein transforming includes: replacing data in the template document, adding data to the template document, and removing data from the template document. Embodiments of the present invention further include a method and program product for conditionally processing content in an annotated document in substantially the same manner described above.

Claims (32)

1. A computer-implemented method for conditionally processing a template document to produce one or more finished documents, the method comprising:

identifying one or more annotations in the template document, wherein each annotation indicates an instruction name and a portion of the template document to which the annotation is applied;

processing the template document using one or more structured data feeds, wherein the one or more structured data feeds indicate, for each annotation, instructions for transforming the portion of the template document associated with the annotation, wherein the instructions are indicated based on the instruction name of the annotation; and

generating the one or more finished documents corresponding to the one or more structured data feeds by executing the instructions of each structured data feed to transform the template document into each finished document, wherein the transforming includes one or more of: replacing data in the template document, adding data to the template document, and removing data from the template document.

2. The computer-implemented method of claim 1 , wherein an instruction name of an annotation includes a variable, and wherein the variable is evaluated using the one or more structured data feeds to determine the instructions to apply to the template document for each structured data feed.

3. The computer-implemented method of claim 1 , wherein the one or more annotations are supported natively by a file type of the template document.

4. The computer-implemented method of claim 1 , wherein the one or more annotations include one or more of: a comment applied to a portion of the template document, wherein a content of the comment comprises the instruction name, and a style applied to a portion of the template document, wherein a style name of the style comprises the instruction name.

5. The computer-implemented method of claim 1 , wherein the template document is processed using the one or more structured data feeds by an extension of a word processing module.

6. The computer-implemented method of claim 1 , wherein the one or more structured data feeds are separate documents from the template document.

7. The computer-implemented method of claim 1 , wherein the template document is presented to a user via a user interface, and wherein the one or more annotations are hidden from the user interface.

8. A computer system for conditionally processing a template document to produce one or more finished documents, the computer system comprising:

one or more computer processors;

one or more computer readable storage media;

program instructions stored on the one or more computer readable storage media for execution by at least one of the one or more computer processors, the program instructions comprising instructions to:

identify one or more annotations in with the template document, wherein each annotation indicates an instruction name and a portion of the template document to which the annotation is applied;

process the template document using one or more structured data feeds, wherein the one or more structured data feeds indicate, for each annotation, instructions for transforming the portion of the template document associated with the annotation, wherein the instructions are indicated based on the instruction name of the annotation; and

generate the one or more finished documents corresponding to the one or more structured data feeds by executing the instructions of each structured data feed to transform the template document into each finished document, wherein the transforming includes one or more of: replacing data in the template document, adding data to the template document, and removing data from the template document.

9. The computer system of claim 8 , wherein an instruction name of an annotation includes a variable, and wherein the variable is evaluated using the one or more structured data feeds to determine the instructions to apply to the template document for each structured data feed.

10. The computer system of claim 8 , wherein the one or more annotations are supported natively by a file type of the template document.

11. The computer system of claim 8 , wherein the one or more annotations include one or more of: a comment applied to a portion of the template document, wherein a content of the comment comprises the instruction name, and a style applied to a portion of the template document, wherein a style name of the style comprises the instruction name.

12. The computer system of claim 8 , wherein the template document is processed using the one or more structured data feeds by an extension of a word processing module.

13. The computer system of claim 8 , wherein the one or more structured data feeds are separate documents from the template document.

14. The computer system of claim 8 , wherein the template document is presented to a user via a user interface, and wherein the one or more annotations are hidden from the user interface.

15. A computer program product for conditionally processing a template document to produce one or more finished documents, the computer program product comprising one or more computer readable storage media collectively having program instructions embodied therewith, the program instructions executable by a computer to cause the computer to:

identify one or more annotations in the template document, wherein each annotation indicates an instruction name and a portion of the template document to which the annotation is applied;

process the template document using one or more structured data feeds, wherein the one or more structured data feeds indicate, for each annotation, instructions for transforming the portion of the template document associated with the annotation, wherein the instructions are indicated based on the instruction name of the annotation; and

generate one or more finished documents corresponding to the one or more structured data feeds by executing the instructions of each structured data feed to transform the template document into each finished document, wherein the transforming includes one or more of: replacing data in the template document, adding data to the template document, and removing data from the template document.

16. The computer program product of claim 15 , wherein an instruction name of an annotation includes a variable, and wherein the variable is evaluated using the one or more structured data feeds to determine the instructions to apply to the template document for each structured data feed.

17. The computer program product of claim 15 , wherein the one or more annotations are supported natively by a file type of the template document.

18. The computer program product of claim 15 , wherein the one or more annotations include one or more of: a comment applied to a portion of the template document, wherein a content of the comment comprises the instruction name, and a style applied to a portion of the template document, wherein a style name of the style comprises the instruction name.

19. The computer program product of claim 15 , wherein the template document is processed using the one or more structured data feeds by an extension of a word processing module.

20. The computer program product of claim 15 , wherein the one or more structured data feeds are separate documents from the template document.

Assignments (2)
CHANGE OF NAME Recorded Sep 25, 2023
From: ORBIS TECHNOLOGIES, INC.
To: CONTIEM INC.
Reel/Frame 065022/0640 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 30, 2021
From: AVILES, GABRIEL; SMITH, DONALD THOMAS
To: ORBIS TECHNOLOGIES, INC.
Reel/Frame 056712/0850 →
Cited By (10)
US 12,450,420 US 12,457,094 US 12,493,740 US 12,541,638 US 12,561,512 US 12,566,916 US 12,608,548 US 12,632,669 US 12,675,630 US 12,688,035