Computer-implemented system and methods for distributing content pursuant to audit-based processes
AssigneeCCH Incorporated
InventorGlen Stewart Alfredson
Life of this patent
Estimating the term…
Abstract
Systems and methods are disclosed for distributing content pursuant to audit-based processes. Audit content in runtime workpapers may be dynamically constructed in response to industry-driven and response-driven rules using information from one or more of the distributed content libraries. Dynamic updates may also be provided for generated runtime workpapers constructed from the distributed content. The system and method may also provide drilldown functionality for enabling a user to view a source workpaper for a specified data value which has flowed into the generated dynamic workpaper and/or tip functionality to provide a user with additional guidance based on the status and data associated with the generated workpaper.
Claims20
A computer system for distributing content pursuant to an audit-based process, comprising:
- a content library database on one or more computer-readable media;
- a communication device operatively coupled to the content library database to receive annotated documents containing industry-specific content;
- and
- at least one processor, operatively coupled to the communication device for
- (i) receiving, using one or more computers, annotated documents containing industry-specific content;
- (ii) decomposing, using said one or more computers, the annotated documents into a plurality of individual content elements,
- wherein said plurality of individual content elements are stored to the content library database,
- wherein said plurality of individual content elements include knowledge and presentation elements,
- wherein the presentation elements define a workpaper skeleton;
- (iii) identifying, using said one or more computers, individual content elements that are related to one another based upon one or more pre-determined criteria;
- (iv) merging said individual content elements that are related to one another into content packages;
- and
- (v) using one or more computers to dynamically generate a dynamic workpaper,
- wherein the dynamic workpaper is generated using data associated with a content package in accordance with at least one predetermined rule,
- wherein the dynamic workpaper is dynamically updated in response to
- (i) changes to presentation elements, or
- (ii) changes to knowledge elements.
A computer-implemented method for distributing content pursuant to an audit-based process, comprising:
- receiving, using one or more computers, annotated documents containing industry-specific content;
- decomposing, using said one or more computers, the annotated documents into a plurality of individual content elements,
- wherein said plurality of individual content elements are stored to a content library database on one or more computer-readable media,
- wherein said plurality of individual content elements include knowledge and presentation elements,
- wherein the presentation elements define a workpaper skeleton;
- identifying, using said one or more computers, individual content elements that are related to one another based upon one or more pre-determined criteria;
- merging said individual content elements that are related to one another into content packages;
- and
- using one or more computers to dynamically generate a dynamic workpaper,
- wherein the dynamic workpaper is generated using data associated with a content package in accordance with at least one predetermined rule,
- wherein the dynamic workpaper is dynamically updated in response to
- (i) changes to presentation elements, or
- (ii) changes to knowledge elements.
A computer system for distributing content pursuant to an audit-based process, comprising:
- a content library database on one or more computer-readable media;
- a communication device operatively coupled to the content library database to receive annotated documents containing industry-specific content;
- and
- at least one processor, operatively coupled to the communication device for
- (i) receiving, using one or more computers, annotated documents containing industry-specific content;
- (ii) decomposing, using said one or more computers, the annotated documents into a plurality of individual content elements,
- wherein said plurality of individual content elements are stored to the content library database,
- wherein said plurality of individual content elements include knowledge and presentation elements,
- wherein the presentation elements define a workpaper skeleton,
- wherein the knowledge elements define data values suitable for inclusion within a dynamically generated audit workpaper;
- (iii) identifying, using said one or more computers, individual content elements that are related to one another based upon one or more pre-determined criteria;
- (iv) posing a question to a user wherein the user provides user-supplied reply data;
- (v) merging said individual content elements that are related to one another into content packages;
- and
- (vi) using one or more computers to dynamically generate a dynamic workpaper,
- wherein the dynamic workpaper is generated using data associated with a content package in accordance with at least one predetermined rule,
- wherein the predetermined rule defines custom logic for determining dynamic association of knowledge elements, presentation elements, and user-supplied reply data,
- wherein the dynamic workpaper is dynamically updated in response to
- (i) changes to presentation elements, or
- (ii) changes to knowledge elements.
Dependencies are inferred from the claim text.