Dynamic Document Generation via Homoiconic Syntax

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Solution Overview

Problem

Current systems for generating, modifying, and updating dynamic legal documents are cumbersome, requiring laborious manual typing and lack efficient tools for managing complex legal expressions that combine logic, grammar, and structure, making them difficult to validate, test, and update.

Innovation Solution

A system that uses a homoiconic domain-specific language to combine logic, language, and structure into a single syntax, allowing for the generation of dynamic documents that can be validated, transformed, and updated easily, using XML and other modern programming languages, and enabling clients to define datasets in various runtime environments while storing a code-agnostic form for management.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual typing and manual management of document formatting are used, then document creation is possible, but the process is laborious and time-consuming

Engineering Contradiction:
Improvedocument creation efficiencyVSAvoidtime for manual typing and formatting
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system segments legal documents into reusable components called 'bodies of text' that can be independently defined, stored, and referenced multiple times. This allows attorneys to create templates with common legal provisions once and reuse them across multiple documents, dramatically reducing manual typing and formatting time while maintaining productivity.

Inventive Principle:
Principle #1Segmentation

2Adaptability or versatility

If variables are used within documents, then document reusability improves, but managing complex legal expressions combining logic, grammar, and structure becomes difficult

Engineering Contradiction:
Improvedocument reusabilityVSAvoidcomplexity of managing legal expressions
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system merges logic, grammar, and structure into a unified representation model where bodies of text contain both content and embedded logic. This integration allows complex legal expressions to be managed as single coherent units rather than separate components, reducing the complexity of managing variable-based documents while maintaining high reusability.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system introduces an intermediary processing layer that handles the complexity of legal expressions automatically. This intermediary manages the combination of logic, grammar, and structure behind the scenes, allowing attorneys to work with simplified document templates while the system handles the complex processing required to generate final documents.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If dynamic document generation is implemented, then document flexibility improves, but validation, testing, and updating become more difficult

Engineering Contradiction:
Improvedocument flexibilityVSAvoiddifficulty of validation and testing
Core Design Contradiction:
Adaptability or versatilityVSDifficulty of detecting and measuring

Solution Approach 1:

The system performs preliminary validation and testing of document templates and bodies of text before they are used in actual document generation. By validating the structure, logic, and grammar of templates in advance, the system ensures that dynamic documents can be generated reliably without requiring complex validation during the document creation process, thus maintaining flexibility while reducing validation difficulty.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS20240046214A1Systems and methods for facilitating modifications and updates to shared content
Publication Date: 2024.02.08 WEALTHCOUNSEL LLC
  • US20240046214A1 patent drawing
  • US20240046214A1 patent drawing
  • US20240046214A1 patent drawing

AI summary

A system generates a client-specific body of code based upon a base body of code that includes a plurality of bodies of text. The client-specific body of code comprises a plurality of client-specific bodies of text based upon one or more client modifications to the plurality of bodies of text. The system obtains an updated body of code based upon one or more updates to the base body of code. The updated body of code comprises a plurality of updated bodies of text based upon one or more updates to the plurality of bodies of text. The system determines an intersection between (i) one or more bodies of text of the plurality of bodies of text that were updated and (ii) one or more bodies of text of the plurality of bodies of text that were modified. The system generates a report based upon the intersection.