Document Template Section Repeaters for Entity-Relationship Data

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Solution Overview

Problem

Existing electronic document generation systems do not effectively utilize the capabilities of entity-relationship model databases to generate documents, particularly in repeating sections based on related entities and following complex relationships within documents.

Innovation Solution

A method and system for generating electronic documents that include inserting start and end section identifiers into document templates to associate sections with contextual relationships in an entity-relationship model, allowing for the repetition of sections based on related entities and the capability to follow relationships to arbitrary depth.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If existing electronic document generation systems use macro placeholders to inject data from databases, then data can be inserted into documents, but the systems cannot effectively repeat sections based on related entities or follow complex relationships within documents

Engineering Contradiction:
Improvecapability to repeat sections and follow relationshipsVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The document template is segmented into multiple sections, each associated with a specific entity type from the entity-relationship model. Start section identifiers mark the beginning of sections that can be independently repeated based on related entities, allowing the document to be divided into reusable modular units that can be generated dynamically.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system implements nested relationship sections where sections can contain subsections that follow relationships to arbitrary depth. This allows complex hierarchical document structures where a section about a client can contain nested sections about projects, which can themselves contain nested sections about team members, creating a doll-like nested structure of information.

Inventive Principle:
Principle #7Nested doll (Nesting)

2Productivity

If document templates include placeholder macros for data insertion, then data values can be inserted into documents, but sections cannot be repeated for each instance of related entities

Engineering Contradiction:
Improvedocument generation efficiencyVSAvoidtemplate processing complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The document template is prepared in advance with start section identifiers and relationship section markers embedded in the template structure. This preliminary configuration allows the template processing system to automatically identify and repeat appropriate sections based on the entity-relationship data, eliminating the need for manual section duplication and improving generation efficiency.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system automatically copies and repeats section content from the template for each instance of related entities found in the database. Instead of manually creating multiple sections, the template processing system identifies the start section identifier, retrieves related entity instances from the database, and generates multiple copies of the section with customized data for each entity instance.

Inventive Principle:
Principle #26Copying

3Loss of information

If the system follows relationships to generate document sections, then related data can be reported, but the capability to follow relationships to arbitrary depth increases system complexity

Engineering Contradiction:
Improvecompleteness of related dataVSAvoidrelationship traversal complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The relationship traversal capability is made dynamic and configurable, allowing users to specify the depth of relationship following as needed. The system can follow relationships to arbitrary depth when required, but this complexity can be adjusted or limited based on specific document generation needs, making the system adaptable to different scenarios without always requiring full complexity.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS10657324B2Systems and methods for generating electronic document templates and electronic documents
Publication Date: 2020.05.19 GLOBAL SOFTWARE INNOVATION PTY LTD
  • US10657324B2 patent drawing
  • US10657324B2 patent drawing
  • US10657324B2 patent drawing

AI summary

A method for generating an electronic document template includes obtaining an electronic document template for generating an electronic document, and inserting a start section identifier into the obtained template, wherein the start section identifier is inserted to create a defined section. The start section identifier associates the defined section with a contextual relationship in an entity-relationship model, and the contextual relationship identifies one or more entities associated with the contextual relationship. A system may be arranged to perform the method steps.