IP Library Granted Patent US 11,886,806
Granted Patent B2
US 11,886,806 · App. 17/513,435 · Granted Jan 30, 2024

Templating process for a multi-page formatted document

Inventors: Stephen Paul Willcock (Harrogate, GB); Bradley West Slater (Leeds, GB)
Assignee: Certinia Inc.
G06F40/186G06F40/106G06F40/177
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Quick Facts
Patent No.
US 11,886,806
App. No.
17/513,435
Granted
Jan 30, 2024
Kind
B2
Abstract

The disclosed embodiments include a method performed by computer system. The method can include retrieving a layout object including layout information, receiving an indication of a request for a formatted document, and determining that the formatted document should have multiple pages with a common layout feature. The method can further include dynamically generating a template for the formatted document based on the layout information of the layout object and generating the formatted document by using the template to create the multiple pages of the formatted document with the common layout feature.

Claims (53)

1. A computer-implemented method comprising:

activating a dynamic templating system implemented in a cloud-based platform in response to a request to generate a report, the cloud-based platform storing a plurality of dynamic templates each of which is pre-rendered to contain tokens at which data items are inserted, the plurality of dynamic templates of the dynamic templating system being rendered across multiple asynchronous processor contexts;

identifying a table in a base template;

determining a number of rows to be inserted into the table;

generating an intermediate template to include the number of rows;

replicating a subset of rows associated with the table in the base template to include in the intermediate template;

inserting a subset of the tokens into the subset of the rows in the intermediate template;

replacing the subset of the tokens with data of tabular datasets; and

rendering a report document via a user interface based on a formatted document object based on data in the intermediate template, the data in the intermediate template being populated in the report document in response to other data being sent to the cloud-based platform requesting the data in the intermediate template be populated in the report document, the data in the intermediate template being populated by a data insertion module in data communication with a computer in the cloud-based platform.

2. The method of claim 1 , further comprising:

expanding the table of the base template into the intermediate template.

3. The method of claim 2 , further comprising:

determining the base template includes another table; and

generating another intermediate template to include other rows in the another table.

4. The method of claim 2 , further comprising:

expanding the table and another table of the base template in association with multiple intermediate templates.

5. The method of claim 1 , further comprising:

generating multiple intermediate template pages to accommodate the number of the rows.

6. The method of claim 1 , further comprising:

identifying properties of the base template including a maximum number of rows per page; and

determining a number of intermediate template to generate to include the number of rows.

7. The method of claim 1 , wherein identifying the table in the base template comprises:

identifying a table component in the base template.

8. The method of claim 7 , wherein a token is a tabular token.

9. The method of claim 1 , wherein another token is a singular token.

10. The method of claim 9 , wherein the singular token includes singular document components including one or more of a label, a title, and non-tabular text data.

11. A system comprising:

a data store configured to store data representing a plurality of dynamic templates, each of which is pre-rendered and configured to store datasets; and

a processor configured to execute instructions to implement a dynamic templating system configured to:

activate a dynamic templating system implemented in a cloud-based platform in response to a request to generate a report, the cloud-based platform storing a plurality of dynamic templates each of which is pre-rendered to contain tokens at which data items are inserted the plurality of dynamic templates of the dynamic templating system being rendered across multiple asynchronous processor contexts;

identify a table in a base template;

determine a number of rows to be inserted into the table;

generate an intermediate template to include the number of rows;

replicate a subset of rows associated with the table in the base template to include in the intermediate template;

insert a subset of the tokens into the subset of the rows in the intermediate template;

replace the subset of the tokens with data of tabular datasets; and

render a report document via a user interface based on a formatted document object based on data in the intermediate template, the data in the intermediate template being populated in the report document in response to other data being sent to the cloud-based platform requesting the data in the intermediate template be populated in the report document, the data in the intermediate template being populated by a data insertion module in data communication with a computer in the cloud-based platform.

12. The system of claim 11 wherein the processor is further configured to:

expand the table of the base template into the intermediate template.

13. The system of claim 12 wherein the processor is further configured to:

determine the base template includes another table; and

generate another intermediate template to include other rows in the another table.

14. The system of claim 12 wherein the processor is further configured to:

expand the table and another table of the base template in association with multiple intermediate templates.

15. The system of claim 11 wherein the processor is further configured to:

generate multiple intermediate template pages to accommodate the number of the rows.

16. The system of claim 11 wherein the processor is further configured to:

identify properties of the base template including a maximum number of rows per page; and

determine a number of intermediate template to generate to include the number of rows.

17. The system of claim 11 wherein the processor configured to identify the table in the base template is further configured for identifying a table component in the base template.

18. The system of claim 17 wherein a token is a tabular token.

19. The system of claim 11 wherein another token is a singular token.

20. The system of claim 19 wherein the singular token includes singular document components including one or more of a label, a title, and non-tabular text data.

Assignments (7)
CHANGE OF ADDRESS Recorded Sep 12, 2024
From: CERTINIA INC.
To: CERTINIA INC.
Reel/Frame 068948/0361 →
SECURITY INTEREST Recorded Aug 7, 2023
From: CERTINIA INC.
To: BLUE OWL CREDIT INCOME CORP., AS COLLATERAL AGENT
Reel/Frame 064510/0495 →
RELEASE OF SECURITY INTEREST IN UNITED STATES PATENTS Recorded Aug 4, 2023
From: KEYBANK NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
To: CERTINIA, INC.
Reel/Frame 064502/0117 →
CHANGE OF NAME Recorded Jul 3, 2023
From: FINANCIALFORCE.COM, INC.
To: CERTINIA INC.
Reel/Frame 064194/0104 →
CHANGE OF ADDRESS Recorded May 12, 2023
From: FINANCIALFORCE.COM, INC.
To: FINANCIALFORCE.COM, INC.
Reel/Frame 063633/0854 →
SECURITY INTEREST Recorded Feb 21, 2022
From: FINANCIALFORCE.COM, INC.
To: KEYBANK NATIONAL ASSOCIATION
Reel/Frame 059204/0323 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 30, 2021
From: WILLCOCK, STEPHEN PAUL; SLATER, BRADLEY WEST
To: FINANCIALFORCE.COM, INC.
Reel/Frame 057971/0270 →
Continuity (3)
Continuation 16696782 · Nov 26, 2019
Continuation 15271875 · Sep 21, 2016
Related Publication 20220164527A1 · May 26, 2022