Generating financial data documents using templates
AssigneeMicrosoft Corporation
InventorsChristopher S. Hargarten, Monique H. Ozoux-Dean, Ning Sun
Life of this patent
Estimating the term…
Abstract
A computing system is disclosed including a computer processor configured to receive a selection of a template and identify a data field in the template. The data field indicates financial data to fill in the data field. The computer processor is configured to retrieve the financial data for the data field from stored financial data and generate a document according to the selected template. The generated document has the financial data within the data field.
Claims20
A computer-implemented method comprising:
- identifying a selected template in a financial program;
- retrieving, using a computer processor, financial data for a data field in the selected template;
- and
- using a second program that is different from the financial program, to generate a document according to the selected template, the document having the financial data within the data field.
A computer-implemented method comprising:
- identifying a selected template in a financial program;
- searching the template for XML nodes embedded in the template, each XML node corresponding to one or more data fields to be filled in with financial data;
- retrieving financial data based on the XML nodes;
- and
- generating a document having the financial data, using a computer processor.
A computer-readable storage medium having instruction which, when executed by a computer, perform a method comprising:
- identifying a selected template in a financial program;
- identifying at least one data field in the selected template;
- retrieving financial data for the data field;
- and
- using a second program, that is different from the financial program, to generate a document according to the selected template, the document having the financial data within the data field.
Dependencies are inferred from the claim text.