Computer-implemented system and method for facilitating creation of business plans and reports
OwnerCynthia K. McCAHON, Andrew C. Wall +1inventors
InventorsCynthia K. McCAHON, Andrew C. Wall, Adarsha Raghavendra
Life of this patent
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Abstract
A set of input parameters is received from a user relating to a particular business entity. A report is programmatically generated for the business entity, the report including grammatically correct statements that directly or indirectly reflect the input parameters. The report can be dynamically updated in response to changes made by the user to the set of input parameters.
Claims20
A computer-implemented method for generating a user-specific document, the method being implemented by one or more processors and comprising:
- receiving a set of input parameters from the user relating to a particular business entity;
- programmatically generating a report for the user that includes text content, the text content including grammatically correct statements that are based on the set of input parameters provided from the user;
- enabling the user to change at least one of one or more parameters in the set of input parameters;
- and
- automatically altering a portion of the report to reflect the at least one of the one or more parameters being changed.
A computer system comprising:
- a memory that stores a set of instructions;
- one or more processors that use instructions stored in memory to provide:
- an interface, including one or more fields to enable a user to submit one or more input parameters;
- logic that generates a report, including a set of grammatically correct statements as part of the report, the report being generated in accordance with one or more standards and incorporating information provided by the one or more of the input parameters;
- wherein the interface is operable to receive input to alter one or more of input parameters after the report is generated;
- and
- wherein the logic is responsive to the one or more input parameters being altered to update the report to incorporate information provided by the altered one or more input parameters.
A non-transitory computer-implemented readable medium carrying instructions for generating a user-specific document, the instructions being executable by one or more processors to perform operations comprising:
- receiving a set of input parameters from the user relating to a particular business entity;
- programmatically generating a report for the user that includes text content, the text content including grammatically correct statements that are based on the set of input parameters provided from the user;
- enabling the user to change at least one of one or more parameters in the set of input parameters;
- and
- automatically altering a portion of the report to reflect the at least one of the one or more parameters being changed.
A computer system comprising:
- a memory that stores a set of instructions;
- one or more processors that use the instructions stored in the memory to provide:
- one or more user interfaces to receive user input that includes entity information and financial information;
- a first process that uses at least one of the entity information or financial information to select text content;
- and
- a second process that uses the financial information to perform calculations and generate calculated financial information;
- and
- a third process that merges the entity information, the financial information and calculated financial information with the text content.
Dependencies are inferred from the claim text.