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...

Examples

Embodiment Construction

[0041]Many documents generated or received in the course of the operation of an enterprise or other organization are subject to approval or review mechanisms that can involve review or validation against pre-set rules or requirements, best practices, and / or internal consistency requirements.

[0042]Some types of documents lend themselves more readily to automated processing for validation purposes than others; for instance, documents that predominantly consist of line items with relatively short descriptions, such as invoices, requisitions, bills of lading, etc. can be automatically rendered in computer-understandable format if they are not already (e.g., by optical character recognition (OCR)), and their content compared to predefined templates with relative ease. Indeed, a number of standards have been defined for electronic document creation and exchange for business, transport, engineering, and medical purposes. Such standards are most easily implemented where language and forms o...

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...

Examples

Embodiment Construction

[0041]Many documents generated or received in the course of the operation of an enterprise or other organization are subject to approval or review mechanisms that can involve review or validation against pre-set rules or requirements, best practices, and / or internal consistency requirements.

[0042]Some types of documents lend themselves more readily to automated processing for validation purposes than others; for instance, documents that predominantly consist of line items with relatively short descriptions, such as invoices, requisitions, bills of lading, etc. can be automatically rendered in computer-understandable format if they are not already (e.g., by optical character recognition (OCR)), and their content compared to predefined templates with relative ease. Indeed, a number of standards have been defined for electronic document creation and exchange for business, transport, engineering, and medical purposes. Such standards are most easily implemented where language and forms o...

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