US 2025/0053733 A1Published application

Electronic document generation systems and methods

AssigneeThe Bank of New York Mellon

InventorsRafal Sitkowski, Jeffrey Hassan, Liza Antignani, Erazm Edward Malarczyk, Marcin Maciej Makowski, Boguslaw Fraszko

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Abstract

Electronic document generation systems and methods include a processor, a memory component communicatively coupled to the processor, and machine-readable instructions. The machine-readable instructions cause the system to access an electronic document generation template including placeholders with nesting values indicative of a number populating conditions to generate an electronic document, populate one or more placeholders associated with corresponding nesting values of zero with data from a master data store or data that is based on a user input to a prompt, prompt, via a graphical user interface, the user to respond to one or more conditional prompts, populate one or more placeholders associated with the next lowest corresponding nesting value based on a user input to the one or more conditional prompts, and generate the electronic document based on the one or more placeholders as populated via the electronic document generation template for display on the graphical user interface.

Claims20

Dependent claims

An electronic document generation system comprising:

a processor;
a memory component communicatively coupled to the processor;
and
one or more machine-readable instructions stored in the memory component that cause the electronic document generation system to perform at least the following when executed by the processor;
access an electronic document generation template to generate an electronic document via a graphical user interface, wherein the electronic document generation template comprises one or more placeholders associated with respective corresponding nesting values, wherein each respective corresponding nesting value is indicative of a number of conditions required to populate the respective placeholder;
populate the one or more placeholders associated with corresponding nesting values of zero with data from a master data store or data that is based on a user input to a prompt for the one or more placeholders associated with corresponding nesting values of zero;
prompt, via the graphical user interface, the user to respond to one or more conditional prompts for the one or more placeholders associated with a next lowest corresponding nesting value;
populate the respective placeholder associated with the next lowest corresponding nesting value based on a user input to the one or more conditional prompts until all of the one or more placeholders associated with the next lowest corresponding nesting value are populated;
and
generate the electronic document based on the one or more placeholders as populated via the electronic document generation template for display on the graphical user interface.

7 more elements

A computer-implemented method for generating an electronic document, the computer-implemented method comprising:

accessing an electronic document generation template to generate an electronic document via a graphical user interface, wherein the electronic document generation template comprises one or more placeholders associated with respective corresponding nesting values, wherein each respective corresponding nesting value is indicative of a number of conditions required to populate the respective placeholder;
populating the one or more placeholders associated with corresponding nesting values of zero with data from a master data store or data that is based on a user input to a prompt for the one or more placeholders associated with corresponding nesting values of zero;
prompting, via the graphical user interface, the user to respond to one or more conditional prompts for the one or more placeholders associated with a next lowest corresponding nesting value;
populating the one or more placeholders associated with the next lowest corresponding nesting value based on a user input to the one or more conditional prompts until all of the one or more placeholders associated with the next lowest corresponding nesting value are populated;
and
generating the electronic document based on the one or more placeholders as populated via the electronic document generation template for display on the graphical user interface.

3 more elements

A computer-implemented method for generating an electronic document, the computer-implemented method comprising:

accessing an electronic document generation template to generate an electronic document via a graphical user interface, wherein the electronic document generation template comprises one or more placeholders associated with respective corresponding nesting values, wherein each respective corresponding nesting value is indicative of a number of conditions required to populate the respective placeholder;
populating the one or more placeholders associated with corresponding nesting values of zero with data from a master data store or data that is based on a user input to a prompt for the one or more placeholders associated with corresponding nesting values of zero;
prompting the user to select a collaboration group via the graphical user interface, wherein the collaboration group comprises one or more roles assigned to each user within the collaboration group such that the user is assigned a role of the one or more roles;
displaying a predicted number of prompts remaining via the graphical user interface based on the one or more placeholders with a highest nesting value and the user input;
prompting, via the graphical user interface, the user respond to one or more conditional prompts for the one or more placeholders associated with a next lowest corresponding nesting value, wherein the prompt or a conditional prompt of the one or more conditional prompts may be based on the role assigned to the user within the collaboration group;
displaying an update to the predicted number of prompts remaining via the graphical user interface based on the one or more placeholders with the highest nesting value and the user input;
populating the one or more placeholders associated with the next lowest corresponding nesting value based on a user input to the one or more conditional prompts until all of the one or more placeholders associated with the next lowest corresponding nesting value are populated;
and
generating the electronic document based on the one or more placeholders as populated via the electronic document generation template for display on the graphical user interface.

6 more elements

Dependencies are inferred from the claim text.