IP Library Granted Patent US 11,966,694
Granted Patent B1
US 11,966,694 · App. 17/973,403 · Granted Apr 23, 2024

Systems and methods for reflexive questionnaire generation using a spreadsheet

Inventors: Mark Sayre (New York, NY); Harish Krishnaswamy (New York, NY); Sam Elsamman (New York, NY)
Assignee: HITPS LLC
G06F40/197G06F16/2379G06F16/90332G06F40/18G06F40/30G06F3/0482G06F3/04847G06F8/24G06F8/38G06F9/451G06F21/6218G06Q10/10
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Quick Facts
Patent No.
US 11,966,694
App. No.
17/973,403
Granted
Apr 23, 2024
Kind
B1
Abstract

Provided methods and systems allow dynamic rendering of a reflexive questionnaire based on a modifiable spreadsheet for users with little to no programming experience and knowledge. Some methods comprise receiving a modifiable spreadsheet with multiple rows, each row comprising rendering instructions for a reflexive questionnaire from a first computer, such as a data type cell, statement cell, logic cell, and a field identifier; rendering a graphical user interface, on a second computer, comprising a label and an input element corresponding to the rendering instructions of a first row of the spreadsheet; receiving an input from the second compute; evaluating the input against the logic cell of the spreadsheet; in response to the input complying with the logic cell of the spreadsheet, dynamically rendering a second label and a second input element to the displayed on the graphical user interface based on the logic of the first row.

Claims (53)

1. A method comprising:

presenting, by a server, a spreadsheet on a first client device, the spreadsheet comprising a plurality of rows each corresponding to a different question of a set of questions of a reflexive questionnaire;

populating, by the server, the plurality of rows of the spreadsheet with a set of rules received from the first client device;

presenting, by the server, a user interface at a second client device, wherein the user interface includes the reflexive questionnaire including the set of questions generated based on the set of rules in the plurality of rows of the spreadsheet;

receiving, by the server from the second client device, one or more answers to the set of questions of the reflexive questionnaire, the one or more answers input by a user;

sending, by the server, a query to a data source as the reflexive questionnaire is presented on the user interface, wherein the query comprises the one or more answers and is triggered based on the set of rules in the plurality of rows of the spreadsheet, wherein the data source is remote from the server;

receiving, by the server, a result to the query from the data source; and

updating, by the server, the reflexive questionnaire based on the result.

2. The method of claim 1 , wherein presenting the set of questions in the user interface at the second client device is performed in response to executing the set of rules in the plurality of rows of the spreadsheet.

3. The method of claim 1 , further comprising:

receiving, by the server, a formatting logic from a third client device; and

translating, by the server, the result based on the formatting logic,

wherein updating the reflexive questionnaire comprises updating, by the server, the reflexive questionnaire based on the result as translated.

4. The method of claim 1 , further comprising:

receiving, by the server, a semantic logic from a third client device; and

translating, by the server, the result based on the semantic logic,

wherein updating the reflexive questionnaire comprises updating, by the server, the reflexive questionnaire based on the result as translated.

5. The method of claim 1 , further comprising:

receiving, by the server, a deduplication logic from a third client device; and

translating, by the server, the result based on the deduplication logic,

wherein updating the reflexive questionnaire comprises updating, by the server, the reflexive questionnaire based on the result as translated.

6. The method of claim 1 , wherein the first client device is internal to a network containing the server, and wherein the second client device is external to the network.

7. The method of claim 1 , wherein the data source includes a plurality of databases configured according to a plurality of schemas, wherein the result includes a plurality of results, wherein the schemas are different from each other, wherein the results at least partially overlap each other.

8. The method of claim 1 , wherein the data source includes a plurality of databases configured according to a plurality of schemas, wherein the result includes a plurality of results, wherein the schemas are different from each other, wherein the results do not overlap each other.

9. The method of claim 1 , further comprising:

sending, by the server, a status message to the second client device based on a set of answers satisfying a threshold.

10. A system comprising:

a server configured to:

present a spreadsheet on a first client device, the spreadsheet comprising a plurality of rows each corresponding to a different question of a set of questions of a reflexive questionnaire;

populate the plurality of rows of the spreadsheet with a set of rules received from the first client device;

present a user interface at a second client device, wherein the user interface includes the reflexive questionnaire including the set of questions generated based on the set of rules in the plurality of rows of the spreadsheet;

receive, from the second client device, one or more answers to the set of questions of the reflexive questionnaire, the one or more answers input by a user;

send a query to a data source as the reflexive questionnaire is presented on the user interface, wherein the query comprises the one or more answers and is triggered based on the set of rules in the plurality of rows of the spreadsheet, wherein the data source is remote from the server;

receive a result to the query from the data source; and

update the reflexive questionnaire based on the result.

11. The system of claim 10 , wherein the server is configured to present the set of questions in the user interface at the second client device in response to executing the set of rules in the plurality of rows of the spreadsheet.

12. The system of claim 10 , wherein the server is further configured to:

receive a formatting logic from a third client device; and

translate the result based on the formatting logic,

wherein the server is configured to update the reflexive questionnaire by updating the reflexive questionnaire based on the result as translated.

13. The system of claim 10 , wherein the server is further configured to:

receive a semantic logic from a third client device; and

translate the result based on the semantic logic,

wherein the server is configured to update the reflexive questionnaire by updating the reflexive questionnaire based on the result as translated.

14. The system of claim 10 , wherein the server is further configured to:

receive a deduplication logic from a third client device; and

translate the result based on the deduplication logic,

wherein the server is configured to update the reflexive questionnaire by updating the reflexive questionnaire based on the result as translated.

15. The system of claim 10 , wherein the first client device is internal to a network containing the server, and wherein the second client device is external to the network.

16. The system of claim 10 , wherein the data source includes a plurality of databases configured according to a plurality of schemas, wherein the result includes a plurality of results, wherein the schemas are different from each other, wherein the results at least partially overlap each other.

17. The system of claim 10 , wherein the data source includes a plurality of databases configured according to a plurality of schemas, wherein the result includes a plurality of results, wherein the schemas are different from each other, wherein the results do not overlap each other.

18. The system of claim 10 , wherein the server is further configured to:

send a status message to the second client device based on a set of answers satisfying a threshold.

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 Oct 25, 2022
From: SAYRE, MARK; KRISHNASWAMY, HARISH; ELSAMMAN, SAM
To: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Reel/Frame 061533/0827 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 25, 2022
From: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
To: ITPS HOLDING LLC
Reel/Frame 061533/0851 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 25, 2022
From: ITPS HOLDING LLC
To: HITPS LLC
Reel/Frame 061533/0905 →
Continuity (5)
Continuation 16775171 · Jan 28, 2020
Provisional Application 62798089 · Jan 29, 2019
Provisional Application 62798076 · Jan 29, 2019
Provisional Application 62798070 · Jan 29, 2019
Provisional Application 62798099 · Jan 29, 2019