System and method for generating task-embedded documents

Abstract

A method and system are provided for processing a document comprising a plurality of content portions. The document includes code identifying tasks corresponding to at least one content portion of the document, and code defining an associated user interface element. When the user interface element is activated to invoke the task, tasks to be executed by a remote system are executed by the remote system using a remotely stored copy of the associated content portion, while tasks to be executed by a local system are executed by the local system using a locally stored copy of the content portion. Changes to at least certain portions of the document are synchronized between the local and remote servers. The tasks can include a consistency-checking task for verifying consistency of certain content within the document, and display of results with optional suggested corrections to permit manual or automatic correction of detected discrepancies.

Description

CROSS-REFERENCE TO RELATED APPLICATIONS[0001]This application references and claims priority to U.S. Provisional Application No. 62 / 008,743 filed on Jun. 6, 2014 and to International Application No. PCT / CA2015 / 050427 filed on May 12, 2015, the entireties of which are incorporated herein by reference.BACKGROUND[0002]1. Technical Field[0003]The present disclosure relates to document processing, and in particular parsing and handling of document content for the purposes of document editing, validation, and analysis.[0004]2. Description of the Related Art[0005]Numerous solutions have been proposed for automated document creation and review to reduce the workload on those personnel tasked with scrutinizing and validating documents. For instance, some tools automatically generate documents from brief answers entered in a questionnaire; the input information is used to populate a standard form document. This type of tool is suitable for documents that only require input of discrete, atomic...

AI Technical Summary

Benefits of technology

The present patent relates to a system and method for processing and analyzing document content for the purposes of document creation, validation, and analysis. The technical effects of this patent include improved efficiency in review and validation of documents by automating the process and reducing the need for human labor, as well as improved accuracy and nuance in analyzing customized documents. The system includes a server system and a client system, with components such as a scanning device and a network, as well as various data processing and user interface components. The patent also describes a method for altering and validating documents using a combination of automated and human techniques. Overall, the patent aims to provide a more efficient and effective solution for processing and analyzing documents in a variety of industries and commercial sectors.

Problems solved by technology

Such automated document creation and review tools, however, are less suitable for “bespoke” documents in which much of the content is customized to reflect unique situations or relationships between parties.

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