# US 7,788,217 B2 · System and method for automating the assembly, processing and delivery of documents

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- Number: US 7,788,217 B2
- Document ID: US7788217B2
- Status: Granted
- Kind: B2
- Application number: 11/144,221
- Filed: 2005-06-02
- Published: 2005-10-06
- Granted: 2010-08-31
- Earliest claimed: 2005-06-02
- Assignees: Data Control Corporation
- Inventors: Rodney Bennett, Jr.
- Web page: https://patentgrep.com/patent/US7788217B2

## CPC

- G06F 16/93: Document management systems
- G06F 16/24564: {Applying rules; Deductive queries}
- G06F 40/10: Text processing (natural language analysis G06F40/20; semantic analysis G06F40/30; processing or translation of natural language G06F40/40)
- G06F 40/103: Formatting, i.e. changing of presentation of documents (automatic justification G06F40/189; automatic line break hyphenation G06F40/191)
- G06Q 10/10: Office automation; Time management
- G06Q 40/08: Insurance
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- 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

A system for automating the assembly, processing and delivery of documents includes a plurality of transport clients, a work queue, a scheduler, a plurality of rendering objects, a plurality of transport objects and a routing table. The transport clients are each responsible for acquisition of data necessary to generate the response. Once a work item is received from a transport client, it is added to the work queue. The scheduler manages the work queue including sending work items to an identified rendering object and thereafter to a transport client. Each of the rendering objects includes knowledge of the database as well as processes for extracting information from a database and applying rules on the extracted data. The scheduler assigns work items to be processed by the rendering objects, and once completed, the work items are returned to the scheduler for further processing by a transport object. The transport object uses the work items to create a document including how the document will appear, and also handles the routing of the document as specified in the information request created by the transport client. The transport objects work with the routing table for resource allocation, resource availability, and local or remote processing, and time of processing.

## Claims

### Claim 1

A method for creating and delivering a document, the method comprising the steps of:
using a computer to perform the steps of:
receiving an information request from a user specifying a location and manner for delivery of results of the information request;
acquiring from the user data necessary to process the information request;
extracting data from a database using the acquired data;
applying a rule to the extracted data to determine if the extracted data violates the rule;
responsive to the extracted data violating the rule, processing the extracted data to comply with the rule;
responsive to the extracted data complying with the rule, producing result data;
creating a document from the result data; and
transmitting the document to the location and in the manner specified by the information request.

### Claim 2 (depends on 1)

The method of claim 1, further comprising the step of formatting the information request into a work item using the acquired data.

### Claim 3 (depends on 2)

The method of claim 2, wherein the work item includes one from a group of:
a reference to a file;
a destination for the displayable result;
a transport mechanism that specifies how displayable result is to be delivered;
a rendering object for performing the extracting and applying steps;
a name of a server on which the rendering object is to be executed; and
a priority for the work item indicating an order for performing the work item relative to other work items.

### Claim 4 (depends on 2)

The method of claim 2, wherein the work item is used in at least one of the steps of extracting, applying, creating, and transmitting.

### Claim 5 (depends on 2)

The method of claim 2, wherein the step of acquiring from the user data necessary to process the information request includes:
displaying a user interface;
providing default values;
receiving input for at least one field;
formatting data element for queuing;
assembling data elements into a work item; and
adding the work item to a work queue.

### Claim 6 (depends on 2)

The method of claim 2, wherein the step of extracting data includes:
receiving and accessing the work item;
retrieving the acquired data from the work item;
using the acquired data to generate a query;
applying the query to the database; and
storing the result of the query as part of the work item.

### Claim 7 (depends on 2)

The method of claim 2, wherein the step of applying a rule to the extracted data includes:
receiving the extracted data from a source; and
applying the rule to the received data by performing operations specified in a rendering object.

### Claim 8 (depends on 2)

The method of claim 2, wherein the step of applying a rule to the extracted data includes:
receiving the extracted data from a source; and
applying the rule to the received data by performing a database search and using the results of the search as parameters in the application of the rule to the extracted data.

### Claim 9 (depends on 1)

The method of claim 1, further comprising the steps of:
receiving the result data,
processing the result data to produce a displayable result; and
wherein the step of transmitting the document is the transmission of the displayable result adapted for the transport medium.

### Claim 10

A computer-readable storage medium comprising computer-readable instructions, coded on the medium, for automating the assembly, processing and delivery of documents, the computer-readable storage medium comprising:
a first module having a transport client for acquiring data from a user and generating a work item;
a second module for applying a business rule to the acquired data to determine if the work item violates the business rule, responsive to the work item violating the business rule, the second module processing the work item to comply with the business rule, responsive to the work item complying with the business rule, the second module producing result data, the second module coupled to the first module to receive the work item; and
a third module for producing and transmitting, according to a location and in a delivery manner specified by the user in an information request, a document from the result data, the third module coupled to the second module to receive the work item.

### Claim 11 (depends on 10)

The computer-readable storage medium of claim 10, further comprising a fourth module for producing query data by applying the acquired data to a database, the input of the fourth module coupled to receive the work item from the first module, and the fourth module coupled to output the work item to the third module, and wherein the third module uses the query data as result data for producing and transmitting the document.

### Claim 12 (depends on 10)

The computer-readable storage medium of claim 10, further comprising:
a work queue for storing work items, the work queue coupled to the first module, the second module, and the third module for receiving work items; and
a scheduler coupled to the work queue for processing work items, determining the status of work items and sending work items to the second module and the third module.

### Claim 13 (depends on 10)

The computer-readable storage medium of claim 10, wherein the first module further comprises a transport client, the transport client coupled to work queue for storing work items therein, the transport client acquiring data and creating work items from the data.

### Claim 14 (depends on 10)

The computer-readable storage medium of claim 10, wherein the second module further comprises a rendering object, the rendering object coupled to the work queue for receiving work items from the work queue and for storing work items into the work queue, the rendering object for applying a business rule to the acquired data to produce the result data.

### Claim 15 (depends on 11)

The computer-readable storage medium of claim 11, wherein the fourth module further comprises a rendering object, the rendering object coupled to the work queue for receiving work items from the work queue and for storing work items into the work queue, the rendering object for generating and applying a query on a database and adding query results to the work item.

### Claim 16 (depends on 10)

The computer-readable storage medium of claim 10, wherein the third module further comprises a transport object, the transport object coupled to the work queue for receiving work items from the work queue, the transport object coupled to a corresponding delivery mechanism for sending the document, the transport object receiving a work item, converting the result data into a document suited to the delivery mechanism and transmitting the document over the delivery mechanism.

### Claim 17 (depends on 16)

The computer-readable storage medium of claim 16, further comprising:
a routing table having information for resource allocation, resource availability, local or remote processing, and time of processing, the routing table coupled to the third module; and
wherein the transport objects of the third module use the routing table to determine a time to use and type of delivery mechanism for transmitting the document.