System, Method, and Computer Program Product for Automatically Preparing Documents for a Multi-National Organization

A computer-implemented method for automatic workflow manipulation and execution for a multi-national organization, comprising:

• generating, with at least one processor, a document preparation workflow based on a multi-national organization footprint for the multi-national organization, the multi-national organization footprint based on at least one multi-national organization chart and transactions associated with the multi-national organization, the document preparation workflow comprising a sequence of nodes, at least one node of the sequence of nodes comprising a filter configured to generate output data;
• executing, with the at least one processor, the document preparation workflow by performing actions associated with the sequence of nodes;
• determining, with the at least one processor while executing the document preparation workflow, at least one missing data element associated with a node;
• determining, with the at least one processor, at least one role associated with the at least one missing data element;
• determining, with the at least one processor, at least one user corresponding to the at least one role;
• automatically communicating, with the at least one processor, at least one query for the at least one missing data element to the at least one user;
• and
• processing, with the at least one processor, at least one action associated with the node based on receiving at least one response to the at least one query.

A system for automatic document preparation for a multi-national organization having at least two legal entities, comprising at least one processor programmed or configured to:

• generate a document preparation workflow based on multi-national organization data for the multi-national organization, the document preparation workflow comprising a sequence of nodes based on the multi-national organization data and rules data, the multi-national organization data comprising at least one multi-national organization chart and transactions associated with the multi-national organization;
• configure at least one node of the sequence of nodes by identifying at least one role associated with the at least one node of a plurality of roles;
• execute the document preparation workflow by automatically performing a plurality of actions associated with the sequence of nodes based on the multi-national organization data and the rules data;
• determine that user input is needed to perform at least one action associated with the at least one node based on the multi-national organization data and the rules data;
• in response to determining that user input is needed, determine at least one user corresponding to the at least one role;
• automatically communicate at least one query for the user input to the at least one user;
• and
• process the at least one action associated with the at least one node based on receiving at least one response to the at least one query.

A computer program product for automatic document preparation for a multi-national organization having at least two legal entities, comprising at least one non-transitory computer-readable medium including program instructions that, when executed by a processor of at least one computing device, cause the processor to:

• generate a document preparation workflow based on multi-national organization data for the multi-national organization, the document preparation workflow comprising a sequence of nodes based on the multi-national organization data and rules data, the multi-national organization data comprising at least one multi-national organization chart and transactions associated with the multi-national organization;
• configure at least one node of the sequence of nodes by identifying at least one role associated with the at least one node of a plurality of roles;
• execute the document preparation workflow by automatically performing a plurality of actions associated with the sequence of nodes based on the multi-national organization data and the rules data;
• determine that user input is needed to perform at least one action associated with the at least one node based on the multi-national organization data and the rules data;
• in response to determining that user input is needed, determine at least one user corresponding to the at least one role;
• automatically communicate at least one query for the user input to the at least one user;
• and
• process the at least one action associated with the at least one node based on receiving at least one response to the at least one query.