Cloud Document Generation System Using XSL Templates
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Solution Overview
Problem
Existing solutions for handling customer information in financial services are labor-intensive, inefficient, and lack scalability, often requiring manual processing of paper documents and time-consuming phone calls, with security and compatibility issues.
Innovation Solution
A cloud-based system using XSL templates to dynamically generate and render customized formatted documents, such as PDFs, that can be accessed and filled out online, reducing manual labor and enabling browser-independent document generation.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If manual processing of paper documents is used, then document generation is simple, but labor intensity increases and processing time increases
Solution Approach 1:
The patent replaces manual mechanical processes (printing, handwriting, scanning, faxing) with an automated electronic document generation system that uses templates and data input to produce finished documents digitally, eliminating the need for physical paper handling and manual transcription
Solution Approach 2:
The system enables self-service document generation where users can input their own data into templates and automatically generate documents without requiring manual intervention from staff, thereby reducing labor intensity while maintaining simplicity
2Adaptability or versatility
If handwritten scanned documents are used, then document creation is flexible, but manual processing is required and scalability is limited
Solution Approach 1:
The patent replaces manual handwriting and scanning processes with electronic form filling and digital document generation, where data is entered directly into digital templates and processed automatically through software systems, eliminating the need for physical document handling
Solution Approach 2:
The system creates a universal digital template framework that can handle multiple document types and formats through a single automated platform, allowing the same system to generate various documents (letters, forms, reports) without requiring separate manual processes for each
3Measurement precision
If direct phone calls are used to obtain information, then information accuracy is high, but time consumption increases and cost increases
Solution Approach 1:
The patent implements preliminary action by providing pre-formatted templates with all necessary fields and instructions before the user needs to provide information, allowing users to complete documents at their convenience without requiring real-time interaction or phone calls
Solution Approach 2:
The system introduces an intermediary electronic form interface that mediates between the user and the information collection process, allowing users to input data asynchronously through a structured digital form rather than requiring direct phone communication
4Stability of the object's composition
If printed template documents are used, then document format is consistent, but paper waste increases and cost increases
Solution Approach 1:
The patent replaces the physical printing process with digital document generation, where templates are stored electronically and rendered as needed, eliminating the need for physical paper copies and reducing waste while maintaining format consistency through digital formatting controls
Solution Approach 2:
The system uses digital template copying where a single electronic template can be instantiated multiple times with different data sets, allowing unlimited reproductions without additional paper consumption, while maintaining consistent formatting through the template structure
5Adaptability or versatility
If distributed solutions are used for each sub-problem, then problem-specific customization is possible, but system complexity increases and maintenance becomes difficult
Solution Approach 1:
The patent implements a universal document generation platform that handles multiple document types, formats, and purposes through a single integrated system using templates, reducing complexity by consolidating what would otherwise require multiple separate solutions while maintaining customization capabilities
Solution Approach 2:
The system segments the document generation process into modular components (templates, data input fields, validation rules, output formats) that can be independently configured and combined, allowing customization for different problems while maintaining overall system coherence and ease of maintenance
Data Source
AI summary
Disclosed herein are system, method, and computer program product embodiments for receive, via a client application executing on a client device, a request for a dynamically rendered display based on a subset of display fields. The method includes selecting a template from a plurality of templates based at least partially on the subset of display fields, converting the display fields of the template based on the subset of display fields, transforming the display fields to integrate data into the template, and generating a dynamically rendered display or a fillable document for display.