Dynamic Questionnaire Rendering via Spreadsheet Logic

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Solution Overview

Problem

Conventional software solutions for dynamic rendering of data intake questionnaires require complex coding knowledge, making it difficult for non-technical employees to modify and customize questionnaires, especially when dealing with real-time changes in labels and fields, and often result in a cluttered user interface due to unnecessary disclaimers.

Innovation Solution

A computer-implemented system and method that dynamically generates and renders online data intake questionnaires using a spreadsheet structure with statement, data type, logic, and field identifiers, allowing for minimal programming knowledge modifications and real-time updates, while managing disclaimers based on user inputs.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If conventional software solutions use static rendering methods with existing code, then the system is simple to implement, but the questionnaire cannot be dynamically customized without complex coding knowledge

Engineering Contradiction:
Improvedynamic questionnaire customizationVSAvoidcoding complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent uses spreadsheet templates as reusable copies that define questionnaire structure, labels, and fields. These templates can be copied and modified without writing code, allowing dynamic customization while keeping the system simple. The spreadsheet acts as a template that is copied into the questionnaire rendering engine.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The patent introduces an intermediary layer (the spreadsheet with defined structure) between the user and the questionnaire rendering system. Users interact with the spreadsheet interface rather than directly modifying code, while the system automatically translates spreadsheet definitions into rendered questionnaires.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If all disclaimers are displayed in conventional online questionnaires, then all potential legal requirements are covered, but the user interface becomes cluttered and confusing

Engineering Contradiction:
Improvelegal complianceVSAvoiduser interface clarity
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The patent applies local quality by displaying different disclaimers to different users based on their specific responses and the particular questionnaire context. Rather than showing all disclaimers to everyone, the system selectively displays only the relevant disclaimers for each user situation, maintaining legal compliance while improving interface clarity.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The patent makes the disclaimer display dynamic rather than static. Disclaimers are conditionally rendered based on user inputs, questionnaire type, and regulatory requirements, allowing the interface to adapt its content in real-time rather than presenting a fixed cluttered layout to all users.

Inventive Principle:
Principle #15Dynamics

3Adaptability or versatility

If employees modify code to customize questionnaires, then dynamic rendering capability is achieved, but the requirement for programming knowledge increases significantly

Engineering Contradiction:
Improvequestionnaire dynamic renderingVSAvoidemployee training requirement
Core Design Contradiction:
Adaptability or versatilityVSEase of manufacture

Solution Approach 1:

The patent enables self-service customization through spreadsheet templates that non-technical employees can modify independently. The system provides tools and interfaces that allow users to define and customize questionnaires using familiar spreadsheet operations without requiring external technical support or programming expertise.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces the mechanical system of code editing with a spreadsheet-based configuration system. Instead of manually writing and modifying programming code, users interact with visual spreadsheet interfaces that automatically generate the necessary questionnaire definitions, substituting a complex technical process with a simpler familiar tool.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

4Adaptability or versatility

If real-time dynamic changes are implemented in labels and fields, then the questionnaire responds to user inputs, but the system complexity and coding requirements increase

Engineering Contradiction:
Improvereal-time questionnaire adaptationVSAvoidsystem architecture complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent applies preliminary action by pre-defining the structure, labels, and fields in spreadsheet templates before runtime. The dynamic behavior is achieved through pre-configured logic in the spreadsheet that automatically responds to user inputs without requiring complex real-time processing or sophisticated programming during questionnaire execution.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS12182548B2Systems, devices, and methods for software coding
Publication Date: 2024.12.31 MASSACHUSETTS MUTUAL LIFE INSURANCE CO
  • US12182548B2 patent drawing
  • US12182548B2 patent drawing
  • US12182548B2 patent drawing

AI summary

Provided method and system allow dynamic rendering of a reflexive questionnaire based on a modifiable spreadsheet for users with little to no programming experience and knowledge. The method comprises receiving a modifiable spreadsheet with multiple rows, each row comprising rendering instructions for a reflexive questionnaire from a first computer, such as a data type cell, statement cell, logic cell, and a field identifier; rendering a graphical user interface, on a second computer, comprising a label and an input element corresponding to the rendering instructions of a first row of the spreadsheet; receiving an input from the second computer; evaluating the input against the logic cell of the spreadsheet; in response to the input complying with the logic cell of the spreadsheet, dynamically rendering a second label and a second input element to be displayed on the graphical user interface based on the logic of the first row.