IP Library Granted Patent US 12,645,343
Granted Patent B2
US 12,645,343 · App. 18/216,045 · Granted Jun 2, 2026

System, method, and apparatus for updating a unified document surface with external data

Inventors: Melissa Ming-Sak Boucher (Los Altos Hills, CA); Jeremy Edward Britton (Santa Cruz, CA); Luke Bayes (St. Petersburg, FL); Monica F. Caso (Burlingame, CA); Alexander W. Deneui (Sandpoint, ID); Christopher Leland Eck (Sammamish, WA); Nigel Robin Ellis (Redmond, WA); Filipe P. Fortes (Sarasota, FL); David Lilja Greenspan (Aptos, CA); Brett Robert Hobbs (Santa Monica, CA); Matthew B. Hudson (San Carlos, CA); Timothy Andrew James (Seattle, WA); Kenneth Francis Mendes (Sunnyvale, CA); Shishir S. Mehrotra (Los Altos, CA); Trevor Michael O'Brien (San Francisco, CA); Lane Patrick Shackleton (San Francisco, CA); Rhed Shi (San Jose, CA); Hariharan Sivaramakrishnan (Bellevue, WA); Jason Peter Stowe (Seattle, WA); Jason Andrew Tamulonis (Seattle, WA); Himanshu Vasishth (Sunnyvale, CA); Ramesh Krishna Vyaghrapuri (Kenmore, WA); David Richard Wright (Redwood City, CA); Irvin Zhan (New Hyde Park, NY); Roger Mathieu Zurawicki (San Francisco, CA)
G06F3/0482G06F3/041G06F3/04847G06F3/0485G06F3/0486G06F16/2228G06F16/2282G06F21/6218G06F40/106G06F40/14G06F40/166G06F40/177G06F40/18G06F40/197G06F40/205G06Q10/101G06F3/04842G06F7/544G06F11/3438G06F11/3476G06F16/235G06F16/2358G06F16/26G06F16/93G06F40/10G06F40/103G06F2203/04806G06T11/26G06T2200/24
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Quick Facts
Patent No.
US 12,645,343
App. No.
18/216,045
Granted
Jun 2, 2026
Kind
B2
Abstract

Systems and methods include interpreting a first user input from a first user, the first user input comprising a text flow entry, interpreting a second user input from the first user, the second user input comprising at least one of: an in-line data access entry or a table-based calculation entry, positioning a text entry value on a unified document surface in response to the first user input, creating at least one data structure in response to the second user input, the at least one data structure comprising data from an external data source, the external data source being external to the unified document surface, and positioning the at least one data structure on the unified document surface.

Claims (57)

1 . A method, comprising:

interpreting a first user input from a first user, the first user input comprising a text flow entry,

interpreting a second user input from the first user, the second user input comprising at least one of: an in-line data access entry or a table-based calculation entry;

positioning a text entry value on a unified document surface in response to the first user input;

creating at least one data structure in response to the second user input, the at least one data structure comprising data from an external data source, the external data source being external to the unified document surface;

positioning the at least one data structure on the unified document surface; and

storing an authorization token corresponding to the external data source in the unified document surface, wherein the authorization token includes

an access time criterion,

an authorization type indictive of one or more types of operations the first user is permitted to perform, and

an authorization scope indictive of one or more accessible portions of the external data source.

2 . The method of claim 1 , further comprising:

interpreting a first document location corresponding to the first user input; and

positioning the text entry value on the unified document surface in response to the first document location.

3 . The method of claim 2 , further comprising:

interpreting a second document location corresponding to the second user input; and

positioning the at least one data structure on the unified document surface in response to the second document location.

4 . The method of claim 3 , further comprising: including one of the first document location and the second document location within the other one of the first document location and the second document location.

5 . The method of claim 1 , further comprising providing a document view in response to a user view value.

6 . The method of claim 1 , further comprising:

interpreting a user device parameter; and

providing a document view in response to the user device parameter.

7 . The method of claim 6 , further comprising configuring the document view in response to at least one of: a user device screen size, a user device input type, a user device resource parameter, or a user device communication value.

8 . The method of claim 1 , further comprising providing an access to a second user in response to the authorization token.

9 . A system, comprising:

a first computing device communicatively coupled to a second computing device, the first computing device comprising a document server structured to communicate a data value to the second computing device, the data value comprising at least a portion of a document; and

the second computing device comprising:

a unified document surface application circuit structured to:

interpret a first user input comprising a text flow entry; and

interpret a second user input comprising at least one of: an in-line data access entry or a table-based calculation entry;

a text flow processing circuit structured to position a text entry value on a unified document surface in response to the first user input; and

an enhanced data processing circuit structured to:

create at least one data structure in response to the second user input, the at least one data structure comprising data from an external data source, the external data source being external to the unified document surface; and

position the at least one data structure on the unified document surface;

wherein the unified document surface application circuit further comprises an authorization circuit structured to store an authorization token in the document corresponding to the external data source, wherein the authorization token includes

an access time criterion,

an authorization type indictive of one or more types of operations a first user is permitted to perform, and

an authorization scope indictive of one or more accessible portions of the external data source.

10 . The system of claim 9 , wherein:

the unified document surface application circuit is further structured to interpret a first document location corresponding to the first user input; and

the text flow processing circuit is further structured to position the text entry value on the unified document surface in response to the first document location.

11 . The system of claim 10 , wherein:

the unified document surface application circuit is further structured to interpret a second document location corresponding to the second user input; and

the enhanced data processing circuit is further structured to position the at least one data structure on the unified document surface in response to the second document location.

12 . The system of claim 11 , wherein the first document location and the second document location are within a same section of the unified document surface.

13 . The system of claim 10 , wherein the first document location comprises a constrained portion of the unified document surface application circuit.

14 . The system of claim 13 , wherein a second document location comprises an unconstrained portion of the unified document surface application circuit.

15 . The system of claim 9 , wherein the unified document surface application circuit is further structured to:

interpret a user view value; and

provide a document view in response to the user view value.

16 . The system of claim 15 , wherein the user view value comprises at least one user selection among: a tab selection, a slide selection, or a tiled window.

17 . The system of claim 15 , wherein the user view value comprises at least one of: a user designation, a user authorization, a user device parameter, a filter value, a sorting value, a priority value, a document role value, a text view, a data view, a metadata view, a formula view, or a predetermined view selection.

18 . The system of claim 9 , wherein the unified document surface application circuit is further structured to:

interpret a user device parameter; and

provide a document view in response to the user device parameter.

19 . The system of claim 18 , wherein the unified document surface application circuit is further structured to configure the document view in response to at least one of: a user device screen size, a user device input type, a user device resource parameter, or a user device communication value.

20 . The system of claim 9 , wherein the authorization token includes at least one access value among: an access type, an access scope, an access duration, an expiration value, or an access reauthorization time value.

21 . The system of claim 9 , wherein each data structure of the at least one data structure comprises at least one data structure selected from: a table; a column; an indexed data structure; a sorted data structure; locally stored data for the first user; or a row.

Assignments (5)
CHANGE OF NAME Recorded Nov 21, 2025
From: GRAMMARLY, INC.
To: SUPERHUMAN PLATFORM INC.
Reel/Frame 073655/0136 →
MERGER Recorded Mar 5, 2025
From: CODA PROJECT, INC.
To: CODA PROJECT, LLC
Reel/Frame 070407/0635 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 5, 2025
From: CODA PROJECT, LLC
To: GRAMMARLY, INC.
Reel/Frame 070407/0687 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 24, 2025
From: BOUCHER, MELISSA MING-SAK; BRITTON, JEREMY EDWARD; BAYES, LUKE; CASO, MONICA F.; DENEUI, ALEXANDER W.; ECK, CHRISTOPHER LELAND; FORTES, FILIPE P.; GREENSPAN, DAVID LILJA; HOBBS, BRETT ROBERT; HUDSON, MATTHEW B.; JAMES, TIMOTHY ANDREW; MENDES, KENNETH FRANCIS; MEHROTRA, SHISHIR S.; O'BRIEN, TREVOR MICHAEL; SHACKLETON, LANE PATRICK; SHI, RHED; SIVARAMAKRISHNAN, HARIHARAN; STOWE, JASON PETER; TAMULONIS, JASON ANDREW; VASISHTH, HIMANSHU; VYAGHRAPURI, RAMESH KRISHNA; WRIGHT, DAVID RICHARD; ZHAN, IRVIN; ZURAWICKI, ROGER MATHIEU; ELLIS, NIGEL ROBIN
To: KRYPTON PROJECT, INC.
Reel/Frame 070302/0546 →
CHANGE OF NAME Recorded Feb 24, 2025
From: KRYPTON PROJECT, INC.
To: CODA PROJECT, INC.
Reel/Frame 070721/0595 →
Continuity (4)
Continuation 15499882 · Apr 27, 2017
Provisional Application 62485908 · Apr 15, 2017
Provisional Application 62328469 · Apr 27, 2016
Related Publication 20230342003A1 · Oct 26, 2023
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