Generating financial data documents using templates
AssigneeMicrosoft Technology Licensing, LLC
InventorsChristopher S. Hargarten, Monique H. Ozoux-Dean, Ning Sun
Life of this patent
Estimating the term…
Abstract
A computing system is disclosed including a computer processor configured to receive a selection of a template and identify a data field in the template. The data field indicates financial data to fill in the data field. The computer processor is configured to retrieve the financial data for the data field from stored financial data and generate a document according to the selected template. The generated document has the financial data within the data field.
Claims20
A computer-implemented method comprising:
- detecting an eXtensible Markup Language (XML) node in a template associated with a first computing program, wherein the XML node corresponds to a data field in the template and includes a machine instruction corresponding to a data retrieval operation associated with the data field;
- identifying a context of the data field based on the machine instruction;
- generating a data query based on the identified context;
- based on the data query, retrieving data from a data store associated with the first computing program;
- and
- instructing a second computing program to generate a document according to the template and the retrieved data, the second computing program being different from the first computing program.
A computer-implemented method comprising:
- identifying a selected template in a financial program;
- searching the template for XML nodes embedded in the template, each XML node corresponding to one or more data fields to be filled in with financial data;
- retrieving financial data based on the XML nodes;
- and
- generating a document having the financial data, using a computer processor.
A computing system comprising:
- a processor;
- and
- memory storing instructions executable by the processor, wherein the instructions configure the computing system to:
- receive an instruction from a first computing program;
- based on the received instruction, identify a template and data associated with a data field in the template, the template having a first file format associated with the first computing program;
- based on the template and the data, generate a document having a second file format associated with the second computing program;
- generate a representation of a document editor user interface display that is associated with the second computing program and displays the document, the document editor user interface display including an edit user input mechanism;
- based on an indication of user actuation of the edit user input mechanism, identify a modification to the document;
- and
- modify the document in the second computing program based on the identified modification.
Dependencies are inferred from the claim text.