# US 12,118,293 B2 · Method for extending change management in an XML document to allow for groupings and nesting of changes > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,118,293 B2 - Document ID: US12118293B2 - Status: Granted - Kind: B2 - Application number: 16/507,855 - Filed: 2019-07-10 - Published: 2020-01-16 - Granted: 2024-10-15 - Earliest claimed: 2018-07-11 - Assignees: Xcential Corporation - Applicants: Xcential Corporation - Inventors: Grant Vergottini - Web page: https://patentgrep.com/patent/US12118293B2 ## CPC - G06F 40/14: Tree-structured documents (parsing G06F40/205; validation G06F40/226) - G06Q 10/10: Office automation; Time management - G06F 40/169: Annotation, e.g. comment data or footnotes - G06F 40/197: Version control (for software G06F8/71) - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract The present invention provides more robust change management features to an XML document by allowing a user to interrelate changes. The system and method allow a user to group a set of changes together, nest a change within a group of changes, relate effectivity information about a change, and detect conflicting changes. This more robust change management feature will allow for greater collaboration, clarity, and efficiency in a workplace where many users may be working on a number of different areas in a document. ## Claims ### Claim 1 A method for management of change groupings within an XML document, the method comprising: receiving a user input and recording the user input as a plurality of individual changes within the XML document, wherein each of the plurality of individual changes represents a single insertion, deletion, or formatting alteration made by a user within the XML document, wherein the plurality of individual changes comprises a grouping of changes into at least one current change set, wherein the at least one current change set is a metadata row in a metadata table, wherein the metadata row comprises the plurality of individual changes and at least one metadata quality, wherein the metadata quality is selected from the group consisting of: at least one effectivity date of at least one change group, the process or procedure which produced at least one of the plurality of individual changes, and operational conditions which govern the at least one effectivity date, wherein the effectivity date is a date when at least one change group in the XML document comes into force or is repealed, wherein the metadata table comprises a single XML processing instruction that is placed ahead of the XML document; and displaying the XML document and the grouping of changes as visual indicia of each of the plurality of individual changes in the XML document using a graphical user interface; receiving and recording user input accepting or rejecting individual changes separately or as a group of all individual changes within the grouping of changes, wherein a user has the option of (a) accepting or rejecting individual changes separately and (b) accepting or rejecting the grouping of changes. ### Claim 2 (depends on 1) The method of claim 1, further comprising receiving an input closing an existing change set in the XML document. ### Claim 3 (depends on 1) The method of claim 1, further comprising receiving an input opening a new or existing change set in the XML document. ### Claim 4 (depends on 1) The method of claim 1, further comprising opening a default change set having at least one preset metadata quality. ### Claim 5 (depends on 1) The method of claim 1, further comprising receiving and recording a change to at least one change set metadata quality. ### Claim 6 (depends on 1) The method of claim 1, further comprising receiving and recording a nested change set from outside of the XML document. ### Claim 7 (depends on 6) The method of claim 6, further comprising recursively propagating an individual change within the nested change set. ### Claim 8 (depends on 1) The method of claim 1, further comprising comparing a first change set to a second change set to determine if any individual change from the first change set conflicts with any individual change from the second change set. ### Claim 9 (depends on 8) The method of claim 8, further comprising outputting any individual change from the first change set that conflicts with any individual change from the second change set. ### Claim 10 (depends on 9) The method of claim 9, further comprising receiving and recording a user input resolving the change conflict. ### Claim 11 A system for management of change groupings within an XML document, comprising: a processor; and a non-transitory computer readable medium programmed with computer readable code that upon execution by the processor causes the processor to execute a method for extending change management within an XML document, the method comprising: receiving a user input and recording the user input as a plurality of individual changes within the XML document, wherein each of the plurality of individual changes represents a single insertion, deletion, or formatting alteration made by a user within the XML document, wherein the plurality of individual changes comprises a grouping of changes into at least one current change set, wherein the at least one current change set is a metadata row in a metadata table, wherein the metadata row comprises the plurality of individual changes and at least one metadata quality, wherein the metadata quality is selected from the group consisting of: at least one effectivity date of at least one change group, the process or procedure which produced at least one of the plurality of individual changes, and operational conditions which govern the at least one effectivity date, wherein the effectivity date is a date when at least one change group in the XML document comes into force or is repealed, wherein the metadata table comprises a single XML processing instruction that is placed ahead of the XML document; and displaying the XML document and the grouping of changes as visual indicia of each of the plurality of individual changes in the XML document using a graphical user interface; receiving and recording user input accepting or rejecting individual changes separately or as a group of all individual changes within the grouping of changes, wherein a user has the option of (a) accepting or rejecting individual changes separately and (b) accepting or rejecting the grouping of changes. ### Claim 12 (depends on 11) The system of claim 11, further comprising a display showing the graphical user interface and an input device. ### Claim 13 A non-transitory computer readable medium programmed with computer readable code that upon execution by a processor causes the processor to execute a method for extending change management within an XML document, the method comprising: receiving a user input and recording the user input as a plurality of individual changes within the XML document, wherein each of the plurality of individual changes represents a single insertion, deletion, or formatting alteration made by a user within the XML document, wherein the plurality of individual changes comprises a grouping of changes into at least one current change set, wherein the at least one current change set is a metadata row in a metadata table, wherein the metadata row comprises the plurality of individual changes and at least one metadata quality, wherein the metadata quality is selected from the group consisting of: at least one effectivity date of at least one change group, the process or procedure which produced at least one of the plurality of individual changes, and operational conditions which govern the at least one effectivity date, wherein the effectivity date is a date when at least one change group in the XML document comes into force or is repealed, wherein the metadata table comprises a single XML processing instruction that is placed ahead of the XML document; and displaying the XML document and the grouping of changes as visual indicia of each of the plurality of individual changes in the XML document using a graphical user interface; receiving and recording user input accepting or rejecting individual changes separately or as a group of all individual changes within the grouping of changes, wherein a user has the option of (a) accepting or rejecting individual changes separately and (b) accepting or rejecting the grouping of changes. ### Claim 14 An article of manufacture comprising: a non-transitory computer readable medium having stored thereon a data structure; a first field containing data representing an XML document; a second field containing data representing at least one individual change to the XML document; and a third field containing data representing at least one metadata quality, wherein the second field and the third field are encoded into a single XML processing instruction, wherein the metadata quality is selected from the group consisting of: at least one effectivity date of at least one change group, the process or procedure which produced at least one of the plurality of individual changes, and operational conditions which govern the at least one effectivity date, wherein the effectivity date is a date when at least one change group in the XML document comes into force or is repealed. ### Claim 15 (depends on 14) The article of claim 14, wherein the at least one metadata quality is selected from the group consisting of: change set name, visibility, change markings, origin, author, effectivity, presentation aspect, and document link. ### Claim 16 (depends on 14) The article of claim 14, further comprising a fourth field containing data representing at least one individual change to the XML document and at least one metadata quality directly and solely associated with the at least one change. ### Claim 17 In a system having a graphical user interface, a display, and an input device, a method for management of change groupings within an XML document, the method comprising: retrieving a document data structure; displaying a document representation of the XML document and a grouping of changes within the XML document on the display, wherein the document representation is based on content of the XML document and includes visual indicia of each of a plurality of individual changes in the grouping of changes; receiving a user input of at least one additional individual change to the XML document or a metadata table through the input device, wherein the at least one additional individual change represents a single insertion, deletion, or formatting alteration made by a user within the XML document; modifying the grouping of changes based on the input at least one additional individual change and the metadata table; and modifying at least one metadata row of the metadata table based on the at least one additional input individual change, wherein the at least one metadata row comprises the plurality of individual changes and at least one metadata quality, wherein the metadata quality is selected from the group consisting of: at least one effectivity date of at least one change group, the process or procedure which produced at least one of the plurality of individual changes, and operational conditions which govern the at least one effectivity date, wherein the effectivity date is a date when at least one change group in the XML document comes into force or is repealed. ### Claim 18 (depends on 17) The method of claim 17, further comprising receiving a selection of a change set representation through the input device. ### Claim 19 (depends on 18) The method of claim 18, further comprising modifying the change set representation based on the selected change set representation. ### Claim 20 (depends on 19) The method of claim 19, further comprising modifying at least one metadata row based on the selected change set representation. ### Claim 21 (depends on 17) The method of claim 17, further comprising receiving an input individual change to the metadata row through the input device. ### Claim 22 (depends on 21) The method of claim 21, further comprising modifying the change set representation based on the input individual change and the metadata table. ### Claim 23 (depends on 22) The method of claim 22, further comprising modifying at least one metadata row based on the input change.