# US 12,182,152 B1 · Smart documentation systems and methods

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- Number: US 12,182,152 B1
- Document ID: US12182152B1
- Status: Granted
- Kind: B1
- Application number: 18/500,984
- Filed: 2023-11-02
- Granted: 2024-12-31
- Earliest claimed: 2017-03-24
- Assignees: United Services Automobile Association (USAA)
- Applicants: United Services Automobile Association (USAA)
- Inventors: Timothy Luke Coffin; Ronald Maurice John Hoch
- Web page: https://patentgrep.com/patent/US12182152B1

## CPC

- G06F 16/252: {between a Database Management System and a front-end application}
- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- G06F 3/0483: Interaction with page-structured environments, e.g. book metaphor
- G06F 3/0484: for the control of specific functions or operations, e.g. selecting or manipulating an object, an image or a displayed text element, setting a parameter value or selecting a range
- G06F 16/248: Presentation of query results
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

Methods and systems described herein can provide a computing device configured to display on a display screen of the computing device a first window listing a set of entries and a second window that can add entries directly into the set of entries and that can search for entries having selected features. The second window can dynamically display one or more keywords related to an entry as the entry is being created. The keywords can be determined as the entry is created and can be associated with the entry as the entry is added to the set of entries. The second window can receive a search request with the keywords and in response, cause the entries associated with the keywords to be displayed in the first window.

## Claims

### Claim 1

A method comprising:
receiving a request to find, add, or modify at least one entry in a documentation system;
determining a template to populate with information associated with the request, wherein the template includes at least a first portion and a second portion;
adding at least part of the information into at least the first portion of the template;
in response to the first portion of the template containing the at least part of the information,
saving the first portion of the template with the at least part of the information into the at least one entry, and
discarding the second portion of the template; and
generating a graphical user interface to display the at least one entry.

### Claim 2 (depends on 1)

The method of claim 1, further comprising:
in response to receiving the request to add the at least one entry to a set of entries, associating a keyword with the at least one entry when the at least one entry is added to the set of entries.

### Claim 3 (depends on 1)

The method of claim 1, further comprising:
receiving a selection of at least one filter associated with the request to search for an entry.

### Claim 4 (depends on 1)

The method of claim 1, further comprising:
determining at least one keyword related to the at least one entry as the at least one entry is being added; and
receiving a search request that includes a selection of the at least one keyword.

### Claim 5 (depends on 1)

The method of claim 1, further comprising:
receiving a selection of the template to populate with the information.

### Claim 6 (depends on 1)

The method of claim 1, wherein the graphical user interface has a first window and a second window, wherein the first window has a set of entries and the second window has a capability to add an entry to a set of entries and to search for entries with selected features.

### Claim 7 (depends on 1)

The method of claim 1, wherein the request to search includes receiving a selection of entities, an author, and a type of entry.

### Claim 8

A system comprising:
one or more processors; and
one or more memories storing instructions that, when executed by the one or more processors, cause the system to perform a process comprising:
receiving a request to find, add, or modify at least one entry in a documentation system;
determining a template to populate with information associated with the request, wherein the template includes at least a first portion and a second portion;
adding at least part of the information into at least the first portion of the template;
in response to the first portion of the template containing the at least part of the information,
saving the first portion of the template with the at least part of the information into the at least one entry, and
discarding the second portion of the template; and
generating a graphical user interface to display the at least one entry.

### Claim 9 (depends on 8)

The system according to claim 8, wherein the process further comprises:
in response to receiving the request to add the at least one entry to a set of entries, associating a keyword with the at least one entry when the at least one entry is added to the set of entries.

### Claim 10 (depends on 8)

The system according to claim 8, wherein the process further comprises:
receiving a selection of at least one filter associated with the request to search for an entry.

### Claim 11 (depends on 8)

The system according to claim 8, wherein the process further comprises:
determining at least one keyword related to the at least one entry as the at least one entry is being added; and
receiving a search request that includes a selection of the at least one keyword.

### Claim 12 (depends on 8)

The system according to claim 8, wherein the process further comprises:
receiving a selection of the template to populate with the information.

### Claim 13 (depends on 8)

The system according to claim 8, wherein the graphical user interface has a first window and a second window, wherein the first window has a set of entries and the second window has a capability to add an entry to a set of entries and to search for entries with selected features.

### Claim 14 (depends on 8)

The system according to claim 8, wherein the request to search includes receiving a selection of entities, an author, and a type of entry.

### Claim 15

A non-transitory computer-readable medium storing instructions that, when executed by a computing system, cause the computing system to perform operations comprising:
receiving a request to find, add, or modify at least one entry in a documentation system;
determining a template to populate with information associated with the request, wherein the template includes at least a first portion and a second portion;
adding at least part of the information into at least the first portion of the template;
in response to the first portion of the template containing the at least part of the information,
saving the first portion of the template with the at least part of the information into the at least one entry, and
discarding the second portion of the template; and
generating a graphical user interface to display the at least one entry.

### Claim 16 (depends on 15)

The non-transitory computer-readable medium of claim 15, wherein the operations further comprise:
in response to receiving the request to add the at least one entry to a set of entries, associating a keyword with the at least one entry when the at least one entry is added to the set of entries.

### Claim 17 (depends on 15)

The non-transitory computer-readable medium of claim 15, wherein the operations further comprise:
receiving a selection of at least one filter associated with the request to search for an entry.

### Claim 18 (depends on 15)

The non-transitory computer-readable medium of claim 15, wherein the operations further comprise:
determining at least one keyword related to the at least one entry as the at least one entry is being added; and
receiving a search request that includes a selection of the at least one keyword.

### Claim 19 (depends on 15)

The non-transitory computer-readable medium of claim 15, wherein the operations further comprise:
receiving a selection of the template to populate with the information.

### Claim 20 (depends on 15)

The non-transitory computer-readable medium of claim 15,
wherein the graphical user interface has a first window and a second window, wherein the first window has a set of entries and the second window has a capability to add an entry to a set of entries and to search for entries with selected features, and
wherein the request to search includes receiving a selection of entities, an author, and a type of entry.
