System and method for automatic and intelligent form generation
AssigneeWalter E. Coats Revocable Trust
InventorsWalt Coats, Gary Gregg, Brian Agnes, Gary Ferguson
Life of this patent
Estimating the term…
Abstract
Methods, devices, and systems are provided for the automatic development of forms and processes used to provide real property valuations. A valuation work order is created that includes a valuation type for a specific subject property. The valuation work order is assigned to a valuation agent and valuation data is input into a digital valuation form. Valuation data is collected from multiple sources. Upon completing the digital valuation form, the digital valuation for is checked for errors and a standard form corresponding to a standard real property valuation form is automatically generated.
Claims21
A method, comprising:
- determining that a new form is to be generated for delivery of valuation information to a customer;
- selecting a set of fields contained within the new form, wherein each field in the set of fields is selected from a population of available fields and wherein the set of fields comprises a subset of fields from the population of available fields;
- identifying metadata associated with each field in the set of fields;
- based on the set of fields and the metadata associated therewith, generating a web page that contains data entry elements for each field in the set of fields;
- and
- delivering the web page to a communication device of a valuation agent.
A non-transitory computer readable medium having stored thereon instructions that, when executed by a processor, perform a method comprising:
- determining that a new form is to be generated for delivery of valuation information to a customer;
- selecting a set of fields contained within the new form, wherein each field in the set of fields is selected from a population of available fields and wherein the set of fields comprises a subset of fields from the population of available fields;
- identifying metadata associated with each field in the set of fields;
- based on the set of fields and the metadata associated therewith, generating a web page that contains data entry elements for each field in the set of fields;
- and
- delivering the web page to a communication device of a valuation agent.
A server, comprising:
- a memory configured to store instructions that include:
- a form-building application configured to enable the server to output multiple different forms with information obtained from one or more data fields of a web page, wherein the form-building application is capable of dynamically outputting a first value from the one or more data fields to a first location in a first form and the first value to a second location in a second form depending upon whether a user selects the first form or the second form as a desired output;
- and
- a processor operable to execute the instructions stored in the memory.
Dependencies are inferred from the claim text.