Using an instantiated model to generate an application-specific document

A computer readable medium storing instructions to complete at least a portion of a financial form, the instructions comprising functionality to:

• obtain an anchor taxpayer entity comprising a taxpayer attribute, wherein the anchor taxpayer entity is a root node in a data model graph;
• identify a first relationship element comprising a first relationship attribute, wherein the anchor taxpayer entity is a source entity of the first relationship element;
• identify a first target entity of the first relationship element, wherein the first target entity is a first node in the data model and comprises a first entity attribute, and wherein the first relationship element is a first edge in the data model graph connecting the root node and the first node;
• conduct an interview by traversing the data model graph to assign a taxpayer value to the taxpayer attribute, a first relationship value to the first relationship attribute, and a first entity value to the first entity attribute;
• generate, after traversing the data model graph, a plurality of financial values by applying a plurality of financial rules to a plurality of determined values, wherein the plurality of determined values comprises the taxpayer value, the first relationship value, and the first entity value, and wherein each of the plurality of financial rules is at least one selected from a group consisting of a tax law and an accounting rule;
• and
• populate at least the portion of the financial form using the plurality of financial values.

A system for completing at least a portion of a financial form, comprising:

• a processor;
• a data model graph comprising an anchor taxpayer entity as a root node, a relationship element as an edge, and a target entity of the relationship element as a node, wherein the anchor taxpayer is a source entity of the relationship element, and wherein the edge connects the root node and the node in the data model graph;
• an interview driver configured to execute on the processor, traverse the data model graph, and assign a taxpayer value to a taxpayer attribute of the anchor taxpayer entity, a relationship value to a relationship attribute of the relationship element, and an entity value to an entity attribute of the target entity;
• a transformer operatively connected to the interview driver and configured to generate, using the processor and after the data model graph is traversed, a plurality of financial values by applying a plurality of financial rules to a plurality of determined values, wherein the plurality of determined values comprises the taxpayer value, the relationship value, and the entity, and wherein each of the plurality of financial rules is at least one selected from a group consisting of a tax law and an accounting rule;
• and
• a document renderer operatively connected to the transformer and configured to populate at least the portion of the financial form using the plurality of financial values.