# US 9,141,614 B2 · System and method for automating the assembly, processing and delivery of documents

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- Number: US 9,141,614 B2
- Document ID: US9141614B2
- Status: Granted
- Kind: B2
- Application number: 14/034,299
- Filed: 2013-09-23
- Published: 2014-05-01
- Granted: 2015-09-22
- Earliest claimed: 2000-02-16
- Assignees: Data Control Corporation
- Applicants: Data Control Organization
- Inventors: Rodney Bennett; J Dale Debber
- Web page: https://patentgrep.com/patent/US9141614B2

## 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.

## Claims

### Claim 1

A computer system comprising:
one or more processors;
a scheduler, executable by the one or more processors, to receive a request including a work item and a priority for servicing the work item and to add the work item to a work queue in an order based on the priority for servicing the work item, the work item including data for fulfilling the request and a transmission mechanism specifying how a response document associated with the work item is to be electronically delivered, the work queue including a plurality of work items and processing statuses for the work items, the scheduler further executable by the one or more processors to monitor a processing status for the work item and submit the work item for rendering responsive to the processing status for the work item indicating that the work item is available for rendering;
one or more rendering objects, executable by the one or more processors, to receive the work item from the scheduler, extract data associated with the work item, produce result data by applying one or more business rules to the data that was extracted, and associate the result data with the work item in the work queue; and
a transport object, executable by the one or more processors, to format the response document for the work item and to electronically deliver the response document to a location according to the transmission mechanism included in the work item responsive to the processing status for the work item indicating that the work item has been rendered.

### Claim 2 (depends on 1)

The computer system of claim 1, further comprising:
a routing table storing routing information describing one or more of a resource allocation, a resource availability, a processing time, and a processing location, wherein the transport object is further executable to query the routing table for the routing information and to electronically deliver the response document via a route determined based on the routing information.

### Claim 3 (depends on 1)

The computer system of claim 1, wherein the transmission mechanism transmits data via one of a fax, email, HTTP, FTP, and a network file system.

### Claim 4 (depends on 1)

The computer system of claim 1, wherein the work item includes data for fulfilling the request and one or more of an electronic destination for the data, a rendering object, the certain transmission mechanism for delivering the response document, a computing resource for delivering the response document, and the priority for servicing the work item.

### Claim 5 (depends on 1)

The computer system of claim 1, wherein, if the work item does not require processing, the one or more rendering objects are executable to return the work item unprocessed.

### Claim 6 (depends on 1)

The computer system of claim 1, further comprising:
a transport client, executable by the one or more processors, to receive input from a user including the request, create the work item based on the input, and provide the request including the work item to the scheduler.

### Claim 7 (depends on 1)

The computer system of claim 1, wherein the response document includes a quote for a product or service provided by a business including information describing one or more of a customer and details related to the product or service.

### Claim 8 (depends on 7)

The computer system of claim 7, wherein the data extracted by the one or more rendering objects includes one or more costs associated with the product or service provided by the business and the one or more business rules include rules for marking-up or discounting the one or more costs.

### Claim 9 (depends on 1)

The computer system of claim 1, wherein the response document is an insurance quote including information describing one or more of a name of an applicant, an address of the applicant, a name of an agent associated with the quote, a coverage, a coverage date, and risk-related details.

### Claim 10

A computer-implemented method comprising:
receiving, using one or more computing devices, a request including a work item and a priority for servicing the work item, the work item including data for fulfilling the request and a transmission mechanism specifying how a response document associated with the work item is to be electronically delivered;
adding, using the one or more computing devices, the work item to a work queue in an order based on the priority for servicing the work item, the work queue including a plurality of work items and processing statuses for the work items;
monitoring, using the one or more computing devices, a processing status for the work item;
submitting, using the one or more computing devices, the work item for rendering responsive to the processing status for the work item indicating that the work item is available for rendering;
rendering, using the one or more computing devices, the work item by extracting data associated with the work item and producing result data by applying one or more business rules to the data that was extracted;
formatting, using the one or more computing devices, the response document for the work item based on the result data; and
electronically delivering, using the one or more computing devices, the response document to a location according to the transmission mechanism included in the work item responsive to the processing status for the work item indicating that the work item has been rendered.

### Claim 11 (depends on 10)

The computer-implemented method of claim 10, wherein rendering the work item further includes associating the result data with the work item in the work queue and updating the processing status to indicate that the work item has been rendered.

### Claim 12 (depends on 10)

The computer-implemented method of claim 10, further comprising:
storing, using the one or more computing devices, routing information describing one or more of a resource allocation, a resource availability, a processing time, and a processing location in a routing table, wherein electronically delivering the response document to the location according to the certain transmission mechanism includes querying the routing table for the routing information and electronically delivering the response document via a route determined based on the routing information.

### Claim 13 (depends on 10)

The computer-implemented method of claim 10, wherein the transmission mechanism transmits data via one of a fax, email, HTTP, FTP, and a network file system.

### Claim 14 (depends on 10)

The computer-implemented method of claim 10, wherein the work item includes data for fulfilling the request and one or more of an electronic destination for the data, a rendering object, the transmission mechanism for delivering the response document, a computing resource for delivering the response document, and the priority for servicing the work item.

### Claim 15 (depends on 10)

The computer-implemented method of claim 10, wherein, if the work item does not require processing, rendering includes returning the work item unprocessed.

### Claim 16 (depends on 10)

The computer-implemented method of claim 10, further comprising:
receiving, using the one or more computing devices, an input from a user including the request;
creating, using the one or more computing devices, the work item based on the input; and
scheduling, using the one or more computing devices, the request including the work item for rendering.

### Claim 17 (depends on 10)

The computer-implemented method of claim 10, wherein the response document includes a quote for a product or service provided by a business including information describing one or more of a customer and details related to the product or service.

### Claim 18 (depends on 17)

The computer-implemented method of claim 17, wherein extracted data includes one or more costs associated with the product or service provided by the business and the one or more business rules include rules for marking-up or discounting the one or more costs.

### Claim 19 (depends on 10)

The computer-implemented method of claim 10, wherein the response document is an insurance quote including information describing one or more of a name of an applicant, an address of the applicant, a name of an agent associated with the quote, a coverage, a coverage date, and risk-related details.

### Claim 20

A computer program product comprising a non-transitory computer-readable medium storing a computer-readable program, wherein the computer-readable program, when executed by a computer system, causes the computer system to perform operations comprising:
receiving a request including a work item and a priority for servicing the work item, the work item including data for fulfilling the request and a transmission mechanism specifying how a response document associated with the work item is to be electronically delivered;
adding the work item to a work queue in an order based on the priority for servicing the work item, the work queue including a plurality of work items and processing statuses for the work items;
monitoring a processing status for the work item;
submitting the work item for rendering responsive to the processing status for the work item indicating that the work item is available for rendering;
rendering the work item by extracting data associated with the work item and producing result data by applying one or more business rules to the data that was extracted;
formatting the response document for the work item based on the result data; and
electronically delivering the response document to a location according to the transmission mechanism included in the work item responsive to the processing status for the work item indicating that the work item has been rendered.

### Claim 21 (depends on 20)

The computer program product of claim 20, wherein rendering the work item further includes associating the result data with the work item in the work queue and updating the processing status to indicate that the work item has been rendered.

### Claim 22 (depends on 20)

The computer program product of claim 20, wherein the operations further comprise:
storing routing information describing one or more of a resource allocation, a resource availability, a processing time, and a processing location in a routing table, wherein electronically delivering the response document to the location according to the transmission mechanism includes querying the routing table for the routing information and electronically delivering the response document via a route determined based on the routing information.

### Claim 23 (depends on 20)

The computer program product of claim 20, wherein the transmission mechanism transmits data via one of a fax, email, HTTP, FTP, and a network file system.

### Claim 24 (depends on 20)

The computer program product of claim 20, wherein the work item includes data for fulfilling the request and one or more of an electronic destination for the data, a rendering object, the transmission mechanism for delivering the response document, a computing resource for delivering the response document, and the priority for servicing the work item.

### Claim 25 (depends on 20)

The computer program product of claim 20, wherein, if the work item does not require processing, rendering includes returning the work item unprocessed.

### Claim 26 (depends on 20)

The computer program product of claim 20, wherein the operations further comprise:
receiving an input from a user including the request;
creating the work item based on the input; and
scheduling the request including the work item for rendering.

### Claim 27 (depends on 20)

The computer program product of claim 20, wherein the response document includes a quote for a product or service provided by a business including information describing one or more of a customer and details related to the product or service.

### Claim 28 (depends on 27)

The computer program product of claim 27, wherein extracted data includes one or more costs associated with the product or service provided by the business and the one or more business rules include rules for marking-up or discounting the one or more costs.

### Claim 29 (depends on 20)

The computer program product of claim 20, wherein the response document is an insurance quote including information describing one or more of a name of an applicant, an address of the applicant, a name of an agent associated with the quote, a coverage, a coverage date, and risk-related details.