# US 2014/0157117 A1 · Document-based user interfaces controlled and managed by a system > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2014/0157117 A1 - Document ID: US20140157117A1 - Status: Published application - Kind: A1 - Application number: 13/705,189 - Filed: 2012-12-05 - Published: 2014-06-05 - Earliest claimed: 2012-12-05 - Assignees: Kirk Krappe - Inventors: Kirk KRAPPE - Web page: https://patentgrep.com/patent/US20140157117A1 ## CPC - G06Q 10/10: Office automation; Time management - 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 Document-based user interfaces controlled and managed by a system. A business management application that runs on a platform of the system determines data entry, by a user, in a document creation application. The business management application further interacts with the data using a web services application interface, and invokes a rule that enables behavior of the document creation application being controlled by the system. Further, the business management application assigns regulatory controls to the document creation application until completion of an approval process and subsequently relinquishes the rule on completion of the approval process. ## Claims ### Claim 1 A computer-implemented method for controlling behavior of document-based user interfaces by actions performed from a system, the computer-implemented method comprising: determining data entry in a document creation application by a business management application that runs on a platform of the system, wherein the data is entered by a user; interacting with the data using a web services application interface of the business management application; invoking a rule in the business management application that enables the behavior of the document creation application being controlled by the system; assigning regulatory controls to the document creation application until completion of an approval process for the data; and relinquishing the rule on completion of the approval process. ### Claim 2 (depends on 1) The computer-implemented method as claimed in claim 1, wherein the system comprises one of a structured database management system, a software application, an external communication protocol, and a web enterprise application. ### Claim 3 (depends on 1) The computer-implemented method as claimed in claim 1, wherein the document creation application comprises one or more of a word processing application, a spreadsheet creation application, a presentation creation application, a web format, an unstructured data file, a rich text format file, a portable document file, a document, and an electronic mail application. ### Claim 4 (depends on 3) The computer-implemented method as claimed in claim 3, wherein the document creation application is configured with an add-in comprising instructions for linking the document creation application with one of the business management application and the system. ### Claim 5 (depends on 4) The computer-implemented method as claimed in claim 4, wherein the add-in comprises a plugin in the document creation application. ### Claim 6 (depends on 1) The computer-implemented method as claimed in claim 1, wherein the behavior of the document creation application is controlled by performing one or more of preventing the user to take one or more actions, providing guidance to the user through a pop-up menu, providing other information through the pop-up menu, and limiting user control in the document. ### Claim 7 (depends on 1) The computer-implemented method as claimed in claim 1, wherein the business management application comprises a business lifecycle management application that manages business processes. ### Claim 8 (depends on 1) The computer-implemented method as claimed in claim 1, wherein the business management application comprises a contract creation and contract lifecycle management application. ### Claim 9 (depends on 1) The computer-implemented method as claimed in claim 1, wherein the document creation application is a user interface for the business management application. ### Claim 10 (depends on 1) The computer-implemented method as claimed in claim 1, wherein the document creation application comprises data management tools. ### Claim 11 (depends on 10) The computer-implemented method as claimed in claim 10, wherein the data management tools further comprise: an executable data push-pull utility that pushes and pulls data from a structured field in the document creation application to the system and stores the data. ### Claim 12 (depends on 11) The computer-implemented method as claimed in claim 11, wherein the executable data push-pull utility further comprises authorization tools which require the user of the document creation application to provide authorization before the executable data push-pull utility stores the data in the system. ### Claim 13 A computer program product stored on a non-transitory computer-readable medium that when executed by a processor, performs a method for controlling behavior of document-based user interfaces by actions performed from a system, the computer-implemented method comprising: determining data entry in a document creation application by a business management application that runs on a platform of the system, wherein the data is entered by a user; interacting with the data using a web services application interface of the business management application; invoking a rule in the business management application that enables the behavior of the document creation application being controlled by the system; assigning regulatory controls to the document creation application until completion of an approval process for the data; and relinquishing the rule on completion of the approval process. ### Claim 14 (depends on 13) The computer program product as claimed in claim 13, wherein the system comprises one of a structured database management system, a software application, an external communication protocol, and a web enterprise application. ### Claim 15 (depends on 13) The computer program product as claimed in claim 13, wherein the document creation application comprises one or more of a word processing application, a spreadsheet creation application, a presentation creation application, a web format, an unstructured data file, a rich text format file, a portable document file, a document, and an electronic mail application. ### Claim 16 (depends on 15) The computer program product as claimed in claim 15, wherein the document creation application is configured with an add-in comprising instructions for linking the document creation application with one of the business management application and the system. ### Claim 17 (depends on 16) The computer program product as claimed in claim 16, wherein the add-in comprises a plugin in the document creation application. ### Claim 18 (depends on 13) The computer program product as claimed in claim 13, wherein the behavior of the document creation application is controlled by performing one or more of preventing the user to take one or more actions, providing guidance to the user through a pop-up menu, providing other information through the pop-up menu, and limiting user control in the document. ### Claim 19 (depends on 13) The computer program product as claimed in claim 13, wherein the business management application comprises a business lifecycle management application that manages business processes. ### Claim 20 (depends on 13) The computer program product as claimed in claim 13, wherein the business management application comprises a contract creation and contract lifecycle management application. ### Claim 21 (depends on 13) The computer program product as claimed in claim 13, wherein the document creation application is a user interface for the business management application. ### Claim 22 (depends on 13) The computer program product as claimed in claim 13, wherein the document creation application comprises data management tools. ### Claim 23 (depends on 22) The computer program product as claimed in claim 22, wherein the data management tools further comprise: an executable data push-pull utility that pushes and pulls data from a structured field in the document creation application to the system and stores the data. ### Claim 24 (depends on 23) The computer program product as claimed in claim 23, wherein the executable data push-pull utility further comprises authorization tools which require the user of the document creation application to provide authorization before the executable data push-pull utility stores the data in the system. ### Claim 25 A system comprising: a non-transitory machine readable medium; and instructions carried by the machine-readable medium and operable to cause a programmable processor to perform: determining data entry in a document creation application by a business management application that runs on a platform of a system, wherein the data is entered by a user; interacting with the data using a web services application interface of the business management application; invoking a rule in the business management application that enables behavior of the document creation application being controlled by the system; assigning regulatory controls to the document creation application until completion of an approval process for the data; and relinquishing the rule on completion of the approval process. ### Claim 26 (depends on 25) The system as claimed in claim 25, wherein the system comprises one of a structured database management system, a software application, an external communication protocol, and a web enterprise application. ### Claim 27 (depends on 25) The system as claimed in claim 25, wherein the document creation application comprises one or more of a word processing application, a spreadsheet creation application, a presentation creation application, a web format, an unstructured data file, a rich text format file, a portable document file, a document, and an electronic mail application. ### Claim 28 (depends on 25) The system as claimed in claim 25, wherein the behavior of the document creation application is controlled by performing one or more of preventing the user to take one or more actions, providing guidance to the user through a pop-up menu, providing other information through the pop-up menu, and limiting user control in the document. ### Claim 29 (depends on 25) The system as claimed in claim 25, wherein the document creation application comprises data management tools. ### Claim 30 (depends on 29) The computer program product as claimed in claim 29, wherein the data management tools further comprise: an executable data push-pull utility that pushes and pulls data from a structured field in the document creation application to the system and stores the data, wherein the executable data push-pull utility further comprises authorization tools which require a user of the document creation application to provide authorization before the executable data push-pull utility stores the data in the system.