Automated Document Generation Using Hierarchical Templates
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Solution Overview
Problem
Existing document generation systems face inefficiencies in storage and inconsistent content generation due to the varied types of document content, leading to suboptimal performance in automated document creation.
Innovation Solution
A method for automated dynamic document generation involves storing a common pool of objects and templates in a computing device, establishing connections to data sources, detecting document initiation data, and generating documents using master templates and template subsets, ensuring consistent and efficient content creation across different document types.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If document content is stored separately for each document type, then document generation flexibility is improved, but storage efficiency deteriorates due to redundant content
Solution Approach 1:
The patent implements a common pool of document objects that can be universally referenced across multiple document types. Instead of storing identical content separately in each document type, the system creates a shared repository where objects are stored once and referenced by multiple templates, eliminating redundancy while maintaining flexibility.
Solution Approach 2:
The patent employs a hierarchical template structure where master templates contain template subsets, which in turn contain references to common pool objects. This nested architecture allows documents to be constructed from nested layers of templates, with each layer providing increasing specificity while reusing content from outer layers.
2Stability of the object's composition
If document content is standardized across document types, then content consistency is improved, but document type specificity deteriorates
Solution Approach 1:
The patent enables different levels of content standardization through its hierarchical structure. The common pool provides global consistency for shared content, while template subsets and master templates allow local customization for specific document types. Each level of the hierarchy operates at an appropriate granularity, ensuring consistency where needed and specificity where required.
Solution Approach 2:
The patent segments document content into discrete objects that can be independently managed and selectively assembled. By dividing documents into reusable objects and organizing them through hierarchical templates, the system achieves both consistency through standardized objects and specificity through selective combination and customization at each template level.
3Adaptability or versatility
If multiple separate template systems are used for different document types, then document type customization is improved, but system complexity deteriorates
Solution Approach 1:
The patent merges multiple template systems into a unified hierarchical structure. Instead of maintaining separate template systems for different document types, the system combines them into a single framework with common pool objects, template subsets, and master templates that work together, reducing the number of independent systems while preserving customization capabilities.
Solution Approach 2:
The hierarchical template system serves multiple document types through a universal framework. The common pool of objects and the template hierarchy structure can accommodate various document types by selectively assembling objects according to the specific document type requirements, eliminating the need for separate specialized systems.
4Productivity
If document generation is fully automated, then productivity is improved, but generation precision deteriorates due to lack of human review
Solution Approach 1:
The patent performs preliminary organization and standardization of document content during the template creation phase. By pre-structuring content into reusable objects and defining hierarchical relationships in advance, the system reduces the complexity of automated assembly, enabling faster generation while maintaining precision through the predetermined structure.
Data Source
AI summary
A method for automated dynamic document generation includes: storing, in a memory of a document generator, (i) a common pool of objects each defining document content and having respective object identifiers, (ii) a plurality of templates having respective template identifiers and containing respective template subsets of the object identifiers, and (iii) a plurality of master templates having respective master template identifiers and containing respective master template subsets of the object identifiers; establishing a connection to a data source; detecting document initiation data in the data source including a selected one of the template identifiers; responsive to the detection, retrieving a selected one of the master template identifiers associated with the selected template identifier; retrieving the template subset and the master template subset of objects corresponding to the selected template identifier and the selected master template identifier; and generating a document according to the template subset and the master template subset.