Document parser and generator
Embodiments relate to a document parser module that can receive a document template from a producing entity, parse the template, and generate a mapping between the template and identifiers of the transaction entity. Using the mapping and parsed information, a document generator module may generate a document that includes the required identifier data and meets the submission standards of the producing entity. A configuration file may be saved so that a document can be generated and submitted every reporting period with little or no additional modification by the transaction entity.
1. A computer-implemented method comprising:
receiving, by a transaction entity, a first document template from a first producing entity configured to produce articles, the first document template indicative of document requirements for documents produced by the transaction entity and submitted to the first producing entity to comply with submission standards of the first producing entity, wherein the transaction entity is configured to perform transactions that include providing articles of the first producing entity to clients of the transaction entity;
identifying template parameters from the first document template, the template parameters indicative of at least required data of the first producing entity needed to comply with the submission standards of the first producing entity, the template parameters including a plurality of fields that include a common field that is included in the first document template and a second document template received from a second producing entity that is different from the first producing entity, the common field configured to receive a same type of data but is at different locations in the first document template and the second document template; and
producing, by the transaction entity, a first document based on the plurality of fields, the first document including transaction data indicative of the transaction entity providing the articles of the first producing entity to the clients of the transaction entity, the first document complying with the submission standards of the first producing entity by including the transaction data that corresponds to the required data indicated in the template parameters from the first document template,
wherein the first document for the first producing entity comprises the common field to comply with the submission standards of the first producing entity, and the first document is transmitted to the first producing entity.
2. The computer-implemented method of claim 1 , where identifying the template parameters comprises:
parsing the first document template to identify the plurality of fields in the first document template and types of data to be entered into the plurality of fields.
3. The computer-implemented method of claim 2 , wherein parsing the first document template further identifies a location of each of the plurality of fields and a data format for each of type of data.
4. The computer-implemented method of claim 3 , further comprising:
generating a configuration file including the template parameters comprising the plurality of fields, the types of data, the location of each of the plurality of fields, and the data format for each type of data,
wherein attributes of the first document are configured according to the configuration file that includes the template parameters.
5. The computer-implemented method of claim 4 , wherein generating the configuration file further comprises:
mapping identifiers of the first producing entity with identifiers of the transaction entity, the mapped identifiers included in the configuration file.
6. The computer-implemented method of claim 5 , wherein producing the first document comprises:
retrieving the data of the transaction entity that maps to the identifiers of the first producing entity according to the mapped identifiers; and
inputting each of the retrieved data into one of the plurality of fields that corresponds to the retrieved data.
7. The computer-implemented method of claim 1 , wherein producing the first document comprising:
producing a plurality of documents, each of the plurality of documents produced in a different file format.
8. The computer-implemented method of claim 7 , further comprising:
generating an interface of a program that includes an interactable format of the first document that corresponds to the first document template; and
transmitting the interface of the program to a client device of the transaction entity, the interactable format of the first document displayed in the interface.
9. The computer-implemented method of claim 4 , further comprising:
receiving an updated first document template from the first producing entity;
identifying a revision to the template parameters that is included in the first document template;
updating the configuration file to include the revision to the template parameters; and
producing a second document including current data of the transaction entity according to the updated configuration file,
wherein the second document including the current data is transmitted to the first producing entity.
10. The computer-implemented method of claim 1 , further comprising:
receiving a request for characteristics of data of the transaction entity over a predefined period of time from a client device of the transaction entity; and
producing a second document including the characteristics of data,
wherein the second document including the characteristics data is transmitted to the client device.
11. The computer-implemented method of claim 1 , further comprising:
receiving a request for a second document that aggregates data from a plurality of different transaction entities from a client device, the plurality of different transaction entities including the transaction entity;
aggregating data from the plurality of different transaction entities; and
producing the second document that includes the aggregated data from the plurality of different transaction entities,
wherein the second document that includes the aggregated data is transmitted to the client device.
12. A non-transitory computer-readable storage medium comprising stored instructions, the instructions when executed cause at least one processor to perform steps comprising:
receiving, by a transaction entity, a first document template from a first producing entity configured to produce articles, the first document template indicative of document requirements for documents produced by the transaction entity and submitted to the first producing entity to comply with submission standards of the first producing entity, wherein the transaction entity is configured to perform transactions that include providing articles of the first producing entity to clients of the transaction entity;
identifying template parameters from the first document template, the template parameters indicative of at least required data of the first producing entity needed to comply with the submission standards of the first producing entity, the template parameters including a plurality of fields that include a common field that is included in the first document template and a second document template received from a second producing entity that is different from the first producing entity, the common field configured to receive a same type of data but is at different locations in the first document template and the second document template; and
producing, by the transaction entity, a first document based on the plurality of fields, the first document including transaction data indicative of the transaction entity providing the articles of the first producing entity to the clients of the transaction entity, the first document complying with the submission standards of the first producing entity by including the transaction data that corresponds to the required data indicated in the template parameters from the first document template,
wherein the first document for the first producing entity comprises the common field to comply with the submission standards of the first producing entity, and the first document is transmitted to the first producing entity.
13. The non-transitory computer-readable storage medium of claim 12 , wherein identifying the template parameters comprises parsing the first document template to identify a plurality of fields in the first document template and types of data to be entered into the plurality of fields.
14. The non-transitory computer-readable storage medium of claim 13 , wherein parsing the first document template comprises identifying a location of each of the plurality of fields and a data format for each of type of data.
15. The non-transitory computer-readable storage medium of claim 14 , wherein the instructions when executed further cause the at least one processor to perform steps comprising:
generating a configuration file including the template parameters comprising the plurality of fields, the types of data, the location of each of the plurality of fields, and the data format for each type of data,
wherein attributes of the first document are configured according to the configuration file that includes the template parameters.
16. The non-transitory computer-readable storage medium of claim 15 , wherein generating the configuration file comprises mapping identifiers of the first producing entity with identifiers of the transaction entity, the mapped identifiers included in the configuration file.
17. The non-transitory computer-readable storage medium of claim 16 , wherein producing the first document comprises:
retrieving the data of the transaction entity that maps to the identifiers of the first producing entity according to the mapped identifiers; and
inputting each of the retrieved data into one of the plurality of fields that corresponds to the retrieved data.
18. A computer system comprising:
at least one processor; and
a computer-readable storage medium comprising stored instructions, the instructions when executed cause the at least one processor to:
receive, by a transaction entity, a first document template from a first producing entity configured to produce articles, the first document template indicative of document requirements for documents produced by the transaction entity and submitted to the first producing entity to comply with submission standards of the first producing entity, wherein the transaction entity is configured to perform transactions that include providing articles of the first producing entity to clients of the transaction entity;
identify template parameters from the first document template, the template parameters indicative of at least required data of the first producing entity needed to comply with the submission standards of the first producing entity, the template parameters including a plurality of fields that include a common field that is included in the first document template and a second document template received from a second producing entity that is different from the first producing entity, the common field configured to receive a same type of data but is at different locations in the first document template and the second document template; and
produce, by the transaction entity, a first document based on the plurality of fields, the first document including transaction data indicative of the transaction entity providing the articles of the first producing entity to the clients of the transaction entity, the first document complying with the submission standards of the first producing entity by including the transaction data that corresponds to the required data indicated in the template parameters from the first document template,
wherein the first document for the first producing entity comprises the common field to comply with the submission standards of the first producing entity, and the first document is transmitted to the first producing entity.
19. The computer system of claim 18 , wherein identifying the template parameters comprises parsing the first document template to identify a plurality of fields in the first document template and types of data to be entered into the plurality of fields.
20. The computer system of claim 19 , wherein parsing the first document template comprises identifying a location of each of the plurality of fields and a data format for each of type of data.