AU2007200383B2 - Representation of mark-up of master documents - Google Patents

Representation of mark-up of master documents Download PDF

Info

Publication number
AU2007200383B2
AU2007200383B2 AU2007200383A AU2007200383A AU2007200383B2 AU 2007200383 B2 AU2007200383 B2 AU 2007200383B2 AU 2007200383 A AU2007200383 A AU 2007200383A AU 2007200383 A AU2007200383 A AU 2007200383A AU 2007200383 B2 AU2007200383 B2 AU 2007200383B2
Authority
AU
Australia
Prior art keywords
document
mark
usage
graphical representation
statements
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Active
Application number
AU2007200383A
Other versions
AU2007200383A1 (en
Inventor
Philip Edgar Vasey
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Thomson Reuters Enterprise Centre GmbH
Original Assignee
Thomson Reuters Enterprise Centre GmbH
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Thomson Reuters Enterprise Centre GmbH filed Critical Thomson Reuters Enterprise Centre GmbH
Publication of AU2007200383A1 publication Critical patent/AU2007200383A1/en
Application granted granted Critical
Publication of AU2007200383B2 publication Critical patent/AU2007200383B2/en
Assigned to THOMSON REUTERS GLOBAL RESOURCES reassignment THOMSON REUTERS GLOBAL RESOURCES Request for Assignment Assignors: BUSINESS INTEGRITY LIMITED
Assigned to THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY reassignment THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY Request to Amend Deed and Register Assignors: THOMSON REUTERS GLOBAL RESOURCES
Assigned to THOMSON REUTERS ENTERPRISE CENTRE GMBH reassignment THOMSON REUTERS ENTERPRISE CENTRE GMBH Request for Assignment Assignors: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
Active legal-status Critical Current
Anticipated expiration legal-status Critical

Links

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/166Editing, e.g. inserting or deleting
    • G06F40/174Form filling; Merging
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/103Formatting, i.e. changing of presentation of documents
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/12Use of codes for handling textual entities
    • G06F40/14Tree-structured documents
    • G06F40/143Markup, e.g. Standard Generalized Markup Language [SGML] or Document Type Definition [DTD]
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/166Editing, e.g. inserting or deleting
    • G06F40/177Editing, e.g. inserting or deleting of tables; using ruled lines
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/20Natural language analysis
    • G06F40/205Parsing
    • G06F40/221Parsing markup language streams

Abstract

The invention relates to a method for displaying a master document of the type used in a document generation system to generate customised documents, the master document comprising portions of document content marked-up according 5 to a predetermined syntax, the method comprising the steps of analysing the mark-up associated with at least a portion of the master document; and generating a graphical representation of the mark-up. Select a portion of a master document. Analyse the mark-up associated with the selected portion of the master document. Generate a graphical representation of the mark-up of the selected portion. Modify the graphical representation of the mark-up. 17 Analyse the modified graphical representation and modify the corresponding mark-up in the master document. Figure 2

Description

AUSTRALIA Patents Act 1990 COMPLETE SPECIFICATION STANDARD PATENT Applicant: BUSINESS INTEGRITY LIMITED Invention Title: REPRESENTATION OF MARK-UP OF MASTER DOCUMENTS The following statement is a full description of this invention, including the best method of performing it known to us: 2 REPRESENTATION OF MARK-UP OF MASTER DOCUMENTS Field of the Invention 5 The present invention relates to the generation of customised documents using document templates or master documents in which a mark-up notation is used in a master document, for example to specify the content of a customised document generated from the master document. 10 Background of the Invention It is known to create customised documents using document templates or master documents. In our system, customised documents are generated using master documents which contain portions of document content, such as text or images, which 15 are selectively incorporated into the resulting customised documents. For example, portions of document content included in the master document may be included in the final customised document only if certain conditions are satisfied. Such portions of document content may be referred to as conditional document content. The master document may also include portions of document content which are included 20 unconditionally in the final customised document. In one example, a social services document customised to a particular person who is the subject of the document may be generated from a master document. If the subject is pregnant then the final document may need to include a portion of text relating to the pregnancy. In this case the master document contains a specific text 25 portion relating to pregnancy which is only included in the final customised document if it has been determined that the subject is actually pregnant. The final document may also need to include a standard clause which is included regardless of pregnancy but whose wording differs depending on whether the subject is male or female. In this case, the master document contains two text portions corresponding to the alternative 30 clause wordings. One or the other of the two text portions is selectively included in the customised document depending on whether the subject is male or female. The information required to generate a customised document may be represented by one or more variables. In the examples given above, a first variable 'Pregnant' which can take one of the two values 'True' or 'False' is used to represent 35 whether the subject is pregnant or not. A second variable 'Gender' which can take one 3 of the two values 'Male' or 'Female' is used to represent the gender of the subject. In our system, the variables may also take values indicating that the value of a variable is unknown or indefinite. The variables associated with a master document may be used to form logical 5 statements which may in turn be used to specify the conditions which need to be satisfied for each portion of document content to be included in the customised document. For example, the logical statement Gender IS 'Female' may be formed which evaluates to True if the subject is female and evaluates to False if the subject is male. This logical statement represents the condition which must be satisfied (i.e. 10 evaluate to True) for the standard clause relating to female subjects to be included in the customised document. The simplest logical statement is a variable such as 'Pregnant', which can take the values True and False, appearing on its own. In this case the evaluation of the logical statement is simply the value of the variable. Such a variable, 'Variable', appearing on its own as a logical statement may be considered to 15 be shorthand for Variable IS 'True'. More complicated logical statements may also be formed by combining simpler statements using the logical operators AND, OR and NOT. For example, the logical statement (Gender IS 'Female') AND NOT(Pregnant) may be formed which evaluates to True only if the subject is female and not pregnant. The conditions (in the form of logical statements) which dictate whether particular 20 portions of document content are included in the customised document may be referred to as usage statements. The way in which portions of document content are incorporated into customised documents may be represented in the form of a mark-up of the master document. For example, a portion of conditional text in the master document may be 25 indicated as such by enclosing the text in square bracket, [...conditional text ...]. The usage statement associated with a particular portion of document content is indicated as superscript on the inside of the left-hand bracket associated with the portion of document content, [Usage Statement... conditional text ... ]. The conditional document content is included in the customised document only if the usage statement associated 30 with that conditional document content evaluates to True. For example, the mark-up [Gender IS 'Male' Text portion 1...] indicates that the text 'Text portion 1...' is included in the customised document only if the subject is male. Similarly, the mark-up [Pregnant Text portion 2...] indicates that the text 'Text portion 2...' is included in the customised document only if the subject is pregnant. In the example given above 35 where alternative clause wordings are used depending on whether the subject is male 4 or female, the master document contains [Gender IS 'Male' Clause wording 1 ... [Gender IS 'Female' Clause wording 2...]. The position of the document content in the customised document depends on the position of the document content within the master document. 5 Variables such as 'Name' or 'Address' may also appear in the text portions. When a variable appears within a portion of text, the variable may be distinguished from the rest of the text by being shown between curly brackets, {variable}. One example of a conditional text portion illustrating this is [Pregnant The mother is {Name} who lives at {Address}...]. 10 In some cases, where particular predefined portions of document content, such as standard clauses need to appear in master documents, it is often more convenient to store such portions of document content in separate files. In order to insert the contents of such a file in the master document, a command may be used. For example, to insert a standard clause stored in a clause file called 'CLAUSE_FILE', 15 the master document contains the mark-up {include CLAUSEFILE} involving the 'include' command. Such a clause file may contain for example several conditional portions of document content representing different wordings of a standard clause, one of which is eventually chosen to appear in a customised document depending on certain factors, such as the jurisdiction involved. In another example, to insert a 20 predefined document stored in a file called MEMOFILE, the master document contains the mark-up {attach MEMOFILE}. The 'attach' command may be used for example to attach portions of document content represented as a simple document not involving special mark-up. Commands such as 'include' and 'attach' may be referred to as actions. 25 Items such as portions of document content, variables, usage statements and commands may be referred to collectively as document elements. Although the examples given above represents one form of mark-up, other forms of mark-up may also be used. Our United States Patent Application Serial No. 10/434,753, incorporated herein by reference, discloses two different forms of 30 mark-up notation and a system and method for converting a master document written in one mark-up notation to a master document written in a different mark-up notation. More complex mark-up notation may also be used. For example, our International patent applications, publication numbers WO 2005/024653, WO 2005/024654, WO 2005/024656 and WO 2005/024660, incorporated herein by reference, disclose 35 several examples.
5 In order to generate a fully customised document it is necessary to determine the values of all the relevant variables so that the usage statements can be evaluated which in turn allows a determination to be made as to which of the portions of conditional document content to include in the final customised document. This 5 information may be collected by means of a questionnaire which a user completes to assign values to the variables. In the examples given above, a user may be asked a first question enquiring as to the gender of the subject. A second question may then be asked enquiring as to whether the subject is pregnant. The questionnaire may be presented to the user in the form of a series of web pages for example in which the 10 user types answers into text boxes or checks tick boxes corresponding to predefined alternative answers. The questionnaire may be generated automatically by analysing the master document and determining from the mark-up and the variables present which questions to ask. Our International patent applications, publication numbers WO 01/04772 and WO 03/061474, incorporated herein by reference, disclose systems 15 and methods for generating a questionnaire from a master document. In order to create a master document or to modify an existing master document it is necessary to have knowledge of the syntax of the mark-up used in the master document. However, the mark-up may be complex so that it is not easily understood by non-experts. This means that creation and maintenance of master 20 documents can only be reliably carried out by mark-up experts, who may not necessarily have the appropriate expertise in the domain of the master document. In this case, two experts would be required. It would be advantageous if there was provided a system and method in which master documents can be created and maintained without having an expert knowledge 25 of the syntax of the mark-up used in the master documents. Brief Description of the Figures Figure 1 is a schematic diagram of a system in which the invention may be 30 employed; and Figure 2 is a flow chart of a method according to the invention. Summary of the Invention 35 In accordance with a first aspect, the present invention provides a method for 6 displaying a master document of the type used in a document generation system to generate customised documents, the master document comprising portions of document content marked-up according to a predetermined syntax, the method comprising the steps of: 5 analysing the mark-up associated with at least a portion of the master document; generating a graphical representation of the mark-up; wherein the mark-up includes usage statements having one or more variables that are to be evaluated in the generation of a customised document; and 10 the graphical representation illustrates the variables used in the usage statements, the values of the variables used in the usage statements, and any conditional relationships between the variables included in the usage statements. In accordance with a second aspect, the present invention provides a method for modifying a master document of the type used in a document generation system to 15 generate customised documents, the master document comprising portions of document content marked-up according to a predetermined syntax, the method comprising the steps of: selecting a portion of the master document; analysing the mark-up associated with the selected portion of the master 20 document; generating a graphical representation of the mark-up; modifying the graphical representation of the mark-up; modifying the mark-up of the master document according to the modification of the graphical representation; 25 wherein the mark-up includes usage statements having one or more variables that are to be evaluated in the generation of a customised document; and the graphical representation illustrates the variables used in the usage statements, the values of the variables used in the usage statements, and any conditional relationships between the variables included in the usage statements. 30 In accordance with a third aspect, the present invention provides a document generation system arranged to display a master document of the type used to generate customised documents, the master document comprising portions of document content marked-up according to a predetermined syntax, the system comprising: means for analysing the mark-up associated with at least a portion of the 35 master document; 7 means for generating a graphical representation of the mark-up; wherein the mark-up includes usage statements having one or more variables that are to be evaluated in the generation of a customised document; and the graphical representation illustrates the variables used in the usage 5 statements, the values of the variables used in the usage statements, and any conditional relationships between the variables included in the usage statements. Description of Preferred Embodiments 10 In an embodiment of the invention, mark-up used in a master document is represented in a graphical form which is more easily understood by those not having an expert knowledge of the mark-up syntax. The graphical form and mark-up syntax may be converted from one to the other. In one example, the graphical form is a tabular representation of the mark-up. 15 In this case, in order to represent the mark-up used in a master document, a series of tables may be used. Some of the tables represent for example the usage statements appearing within the master document while other tables represent command mark-up used in the master document. The tables representing the usage statement, referred to herein as usage 20 tables, may comprise several columns, each corresponding to one of the variables used in the master document. The rows of a particular column then correspond to the different values which the variable corresponding to that column can take. The columns of a usage table may be labelled at the top of each column by specifying the variable to which the column corresponds. Each row of a particular column may be 25 labelled by specifying the value of the variable to which the row corresponds. In the examples given below, three variables, 'Lenders', 'Multi Currency' and 'Facility' are used. The variable 'Lenders' may take the values 'Syndicated' or 'Single Bank'. The variable 'Multi Currency' may take the values 'True' or 'False'. The variable 'Facility' may take the values 'Term Loan', 'Revolving Credit', 'Term Loan and 30 Revolving Credit', 'Revolving Credit and Bills' or 'Swingline'. Each individual element of a usage table (specified by a particular row and column) represents a particular variable having a specific value. Particular elements of the table may then be marked to represent usage statements involving expressions of the type Variable IS 'Value'. In order to mark individual elements of a usage table, each 35 element comprises a'tick box' which can be checked or unchecked. For example, the 8 following rules may be defined to represent usage statements using usage tables. In the simplest case, checking a single element of a usage table represents a usage statement of the form Variable IS 'Value' where the variable and the value depend on the particular element checked. For example, the usage statement Lenders 5 IS 'Syndicated' may be represented by the following usage table. Lenders Multi Currency Facility Syndicated / True Term Loan Single Bank False Revolving Credit Term Loan and Revolving Credit Revolving Credit and Bills Swingline Checking a different element corresponds to a different usage statement. For example, the following usage table represents the usage statement Lenders IS 'Single 10 Bank'. Lenders Multi Currency Facility Syndicated True Term Loan Single Bank / False Revolving Credit Term Loan and Revolving Credit Revolving Credit and Bills Swingline In order to represent more complex usage statements comprising simpler statements combined using the logical operators AND and OR, multiple elements in a 15 single usage table may be checked or multiple usage tables may be used. For example, where two or more elements in the same column have been checked, this represents a complex usage statement comprising the simpler usage statements represented by the individual checked elements (involving the same variable) acted upon by the OR operator. For example, the following usage table 20 represents the usage statement Facility IS 'Term Loan' OR Facility IS 'Term Loan and Revolving Credit'. Lenders Multi Currency Facility Syndicated True Term Loan / Single Bank False Revolving Credit Term Loan and Revolving Credit 9 | | | | |Revolving Credit and Bills Swingline Where elements have been checked in different columns, this represents a complex usage statement comprising the simpler usage statements represented by the checked elements in each individual column acted upon by the AND operator. For 5 example, the following usage table represents the usage statement Lender IS 'Single Bank' AND Facility IS 'Term Loan and Revolving Credit'. Lenders Multi Currency Facility Syndicated True Term Loan Single Bank / False Revolving Credit Term Loan and Revolving Credit / Revolving Credit and Bills Swingline Using the above rules complex usage statements involving both the AND and 10 OR operators may be represented by usage tables by checking elements in multiple rows and columns. For example, the following usage table represents the usage statement Multi Currency IS 'True' AND (Facility IS 'Term Loan' OR Facility IS 'Term Loan and revolving Credit'). Lenders Multi Currency Facility Syndicated True / Term Loan Single Bank False Revolving Credit Term Loan and Revolving Credit / Revolving Credit and Bills Swingline 15 In order to represent complex usage statements comprising simpler usage statements (including those involving different variables) acted on by the OR operator, two usage tables may be used. The usage statement appearing on the left hand side of the OR operator is represented by the first usage table while the usage statement 20 appearing on the right hand side of the OR operator is represented by the second usage table. The OR operator may be indicated between the two usage tables to indicate that the individual usage statements represented by the two usage tables are acted upon by that operator to form a more complex usage statement. For example, the following pair of usage tables represent the usage statement 10 Multi Currency IS 'True' OR Facility IS 'Swingline'. Lenders Multi Currency Facility Syndicated True / Term Loan Single Bank False Revolving Credit Term Loan and Revolving Credit Revolving Credit and Bills Swingline OR 5 Lenders Multi Currency Facility Syndicated True Term Loan Single Bank False Revolving Credit Term Loan and Revolving Credit Revolving Credit and Bills Swingline In another example, the following pair of usage tables represent the usage statement (Multi Currency IS 'True' AND Facility IS 'Term Loan') OR (Multi Currency IS 'True' AND Facility IS 'Swingline'). 10 Lenders Multi Currency Facility Syndicated True / Term Loan Single Bank False Revolving Credit Term Loan and Revolving Credit Revolving Credit and Bills Swingline OR Lenders Multi Currency Facility Syndicated True / Term Loan Single Bank False Revolving Credit Term Loan and Revolving Credit Revolving Credit and Bills Swingline 15 In order to represent the logical operator NOT, a different means to check 11 elements of usage tables may be used. For example, whereas checking an element with a tick represents the usage statement Variable IS 'Value', checking the same element with a cross may be used to represent the complimentary usage statement NOT(Variable IS 'Value'). For example, the following usage table represents the usage 5 statement NOT(Facility IS 'Term Loan'). Lenders Multi Currency Facility Syndicated True Term Loan x Single Bank False Revolving Credit Term Loan and Revolving Credit Revolving Credit and Bills Swingline Checking multiple elements using crosses may be used in an analogous way as with ticks. Combinations of ticks and crosses may also be used. For example, the 10 following usage table represents the usage statement Lenders IS 'Syndicated' AND NOT(Facility IS 'Swingline'). Lenders Multi Currency Facility Syndicated / True Term Loan Single Bank False Revolving Credit Term Loan and Revolving Credit Revolving Credit and Bills H_ Swingline x The examples given above use usage tables to represent mark-up specifying 15 usage statements. Other forms of table may be used to represent other forms of mark-up. For example, another form of table, referred to herein as command tables, may be used to represent mark-up involving commands. A command table comprise two columns, the first specifying the type of command represented by the command table and the second specifying a command 20 operand such as the name of a file used by the command. The command table comprises one or more rows, each row corresponding to a different command. For example, the mark-up {include PREPAYSYNDICATEDCLAUSE}, involving the 'include' command, may be represented by the following command table. include PREPAYSYNDICATEDCLAUSE 12 In another example involving the multiple commands 'include' and 'attach', the mark-up {include REVOLVER_WITHTERM_CLAUSE} {attach MEMO_213) may be represented by the following command table. 5 include PREPAYSYNDICATEDCLAUSE attach MEMO_213 The tabular representation described above may also be used to represent mark-up in which elements of the master document occur within the scope of usage statements. For example, when a command appears within the scope of a usage 10 statement, represented by the mark-up [Usage Statement Command], this may be represented in tabular form by visually associating the usage tables representing the usage statement with the command table representing the command. In this example, the command table may be displayed above the usage table and the tables may be associated with each other by including the keyword 'when' between the two tables. 15 The 'when' keyword indicates that the command represented by the command table is carried out when the usage statement represented by the usage table evaluates to true. For example, the mark-up [Lenders IS 'Syndicated' {include PREPAYSYNDICATED _CLAUSE)] may be represented by the following tables. 20 include PREPAYSYNDICATEDCLAUSE WHEN Lenders Multi Currency Facility Syndicated / True Term Loan Single Bank False Revolving Credit Term Loan and Revolving Credit Revolving Credit and Bills Swingline 25 In some cases, it may be convenient to define a variable in a master document in terms of a usage statement. For example, it may be convenient to use a defined variable 'Single Bank with Revolving Term Loan' to represent the usage statement Lenders IS 'Single Bank' AND Facility IS 'Term Loan and Revolving Credit'.
13 This may be the case for example when standard clauses are inserted into master documents using the include command. The standard clauses specified in clause files may comprise conditional text controlled by generic variables, referred to as usage tags. The usage tags then need to be specifically defined in each master document 5 depending on how each master document wishes to use the clause. In such cases, a 'define' command may be used for example using the mark-up {define Single Bank with Revolving Term, Lenders IS 'Single Bank' AND Facility IS 'Term Loan and Revolving Credit'}. This mark-up may be represented by the following tables. 10 define Single Bank with Revolving Term WHEN Lenders Multi Currency Facility Syndicated True Term Loan Single Bank / False Revolving Credit Term Loan and Revolving Credit / Revolving Credit and Bills H___ _ _Swingline 15 It is understood that the tabular representation of mark-up described above is only one example of a graphical representation of mark-up used in master documents and that other forms of graphical representation could also be used. A master document may be modified or maintained by a person not having an expert knowledge of the syntax of the mark-up used in the master document using the 20 method described below and illustrated in Figure 2. The method may be carried out by a user on any suitable system. One suitable computer system, illustrated in Figure 1, comprises a processor 1, a memory 3, a display 5 such as a VDU, and one or more input devices 7 such as a keyboard and mouse. The memory 3 is arranged to store various data used in the system, and computer executable code which is executed by 25 the processor 1 to perform various method steps and other processes. The display 5 is used to present a user interface and any other visual information to a user. The input devices 7 may be used to input information into the system. A master document stored as a file may be stored and retrieved using any suitable file storage and retrieval system. The user retrieves a master document to be 14 modified which is then presented to the user on the user interface. The master document contains various portions of document content, some of which may be marked-up according to a predetermined syntax. In a first step 9, using an input device 7 such as a mouse, the user is able to select a portion of the master document. In a 5 next step 11, the processor 1 analyses the mark-up associated with the selection. In a next step 13 the processor generates a graphical representation of the mark-up, for example a tabular representation according to the rules described above. For example, if the user has selected a portion of the master document consisting of a command contained within the scope of a usage statement, the system generates and displays 10 on the display 5 the corresponding command table and usage statement tables. Since this representation is easier to understand than the mark-up, the user can understand the mark-up without having an expert knowledge of the mark-up syntax. In a next step 15, using the input devices 7, the user may then modify the tables. For example, the user may check particular elements of the usage tables and 15 uncheck other elements by clicking in the appropriate usage table elements. This will have the effect of modifying the usage statement represented by the usage tables. The user may also modify the command table, for example by modifying the type of command or file name specified in the command table. This will have the effect of modifying the command appearing in the master document. One advantage of the 20 tabular representation of mark-up described above is that the user is able to see some or all of the available variables and some or all of the values which may be assigned to the variables in contrast with the corresponding mark-up which only shows the variables and values actually used. This facilitates the selection of appropriate variables and values when the user modifies the master document. In another 25 embodiment, rather than displaying multiple variables and values in the usage tables, only those elements of the usage tables actually checked are displayed. This may be desirable for example if the user does not wish to modify the mark-up of the master document but rather simply wishes to view the mark-up in graphical form. The user may be allowed to delete one or more of the tables. For example, 30 the user may select one or more of the usage tables and then select a 'delete' icon. This would have the effect of making those elements of the master document that occurred within the scope of the usage statement represented by the deleted tables unconditional. The user may also be allowed to create new tables, including usage tables, for example to make a previously unconditional portion of the master document 35 conditional. In this case, the user selects a portion of the master document and then 15 clicks a 'create usage table' icon. The user may then edit the created usage table to define the usage statement that controls the selected portion of the master document. Once the user has finished modifying the tables, the user may select a 'finish' icon. This causes the processor 1, in a next step 17, to analyse the modified tables and 5 to modify the corresponding mark-up in the master document. The modified master document may be presented to the user on the user interface for inspection, for example with the modified portions highlighted in some way. If it is desired to generate a customised document from the master document, the user selects a 'generate customised document' icon. This causes the system to 10 generate a questionnaire from the customised document from the master document and to display the questionnaire to the user for input of information. The questionnaire may be in the form of a web page created using HTML for example. The questionnaire may be completed by inputting various information in response to a series of questions presented on the display 5. The user may input 15 information using the input devices 7 for example by typing text into text boxes, by selecting buttons corresponding to different options and so on. The user may also navigate forwards and backwards through the questionnaire amending their answers to the questions. In some embodiments, the questionnaire web page may be accessed independently from several computers connected together by a network. This allows 20 different users to complete different parts of the questionnaire more easily. In some embodiments, the information required to answer some questions may be provided from an external database or other information source. Once the user has completed the questionnaire, a customised document may be generated using the information collected in the questionnaire. 25 A master document used in the system may be implemented for example in the form of a Microsoft Word document which contains various portions of document content such as text and in which the mark-up of the master document is represented by the formatting features of Microsoft Word, such as superscript. It is to be understood that, if any prior art information is referred to herein, 30 such reference does not constitute an admission that the information forms a part of the common general knowledge in the art, in Australia or any other country. It will be appreciated by persons skilled in the art that numerous variations and/or modifications may be made to the invention as shown in the specific embodiments without departing from the spirit or scope of the invention as broadly 35 described. The present embodiments are, therefore, to be considered in all respects 16 as illustrative and not restrictive. In the claims which follow and in the preceding description of the invention, except where the context requires otherwise due to express language or necessary implication, the word "comprise" or variations such as "comprises" or "comprising" is 5 used in an inclusive sense, i.e. to specify the presence of the stated features but not to preclude the presence or addition of further features in various embodiments of the invention.

Claims (20)

1. A method for displaying a master document of the type used in a document generation system to generate customised documents, the master document 5 comprising portions of document content marked-up according to a predetermined syntax, the method comprising the steps of: analysing the mark-up associated with at least a portion of the master document; generating a graphical representation of the mark-up; 10 wherein the mark-up includes usage statements having one or more variables that are to be evaluated in the generation of a customised document; and the graphical representation illustrates the variables used in the usage statements, the values of the variables used in the usage statements, and any conditional relationships between the variables included in the usage statements. 15
2. The method of Claim 1, in which the graphical representation of the mark-up comprises a tabular representation.
3. The method of Claim 1, in which the master document comprises a conditional 20 document element and the mark-up comprises a rule associated with the conditional document element, the rule specifying the conditions under which the conditional document element is selected for inclusion in the customised document.
4. The method of Claim 3, in which the rule comprises a logical statement 25 involving at least one variable.
5. The method of Claim 4, in which the graphical representation comprises a table having one or more elements, each element representing a logical statement in which a variable is equated to a value, and in which one or more of the elements are 30 checked.
6. The method of Claim 5, in which, if an element is checked in a first manner, the table represents a usage statement consisting of the logical statement corresponding to the checked element. 35 18
7. The method of Claim 5, in which, if an element is checked in a second manner, the table represents the usage statement consisting of the complement of the logical statement corresponding to the checked element. 5
8. The method of Claim 5, in which, if two elements corresponding to the same variable are checked, the table represents a usage statement formed, at least partially, by operating on two logical statements corresponding to the two checked elements with the OR operator. 10
9. The method of Claim 5, in which, if two elements corresponding to different variables are checked, the table represents a usage statement formed, at least partially, by operating on two logical statements corresponding to the two checked elements with the AND operator. 15
10. The method of Claim 5, in which the graphical representation comprises two or more tables and in which the tables represent a usage statement formed by operating on the usage statements represented by each individual table with one or more logical operators. 20
11. The method of Claim 3, in which the graphical representation of the conditional document element is visually associated with the graphical representation of the rule.
12. The method of Claim 1, in which the graphical representation comprises a 25 table having a first set of elements specifying one or more commands and a second set of elements specifying one or more command operands.
13. A computer program product having software recorded thereon which, when executed by a computer, causes the computer to undertake the method of Claim 1. 30
14. A method for modifying a master document of the type used in a document generation system to generate customised documents, the master document comprising portions of document content marked-up according to a predetermined syntax, the method comprising the steps of: 35 selecting a portion of the master document; 19 analysing the mark-up associated with the selected portion of the master document; generating a graphical representation of the mark-up; modifying the graphical representation of the mark-up; 5 modifying the mark-up of the master document according to the modification of the graphical representation; wherein the mark-up includes usage statements having one or more variables that are to be evaluated in the generation of a customised document; and the graphical representation illustrates the variables used in the usage 10 statements, the values of the variables used in the usage statements, and any conditional relationships between the variables included in the usage statements.
15. The method of Claim 14, in which the step of modifying the graphical representation of the mark-up includes the step of modifying the graphical 15 representation of the mark-up in response to a user input.
16. A document generation system arranged to display a master document of the type used to generate customised documents, the master document comprising portions of document content marked-up according to a predetermined syntax, the 20 system comprising: means for analysing the mark-up associated with at least a portion of the master document; means for generating a graphical representation of the mark-up; wherein the mark-up includes usage statements having one or more variables 25 that are to be evaluated in the generation of a customised document; and the graphical representation illustrates the variables used in the usage statements, the values of the variables used in the usage statements, and any conditional relationships between the variables included in the usage statements. 30
17. The document generation system of Claim 16, further comprising means to modify the graphical representation of the mark-up.
18. The document generation system of Claim 17, in which the means to modify the graphical representation of the mark-up comprises means to allow a user to modify 35 the graphical representation of the mark-up. 20
19. A method substantially as herein described, with reference to any one or more of the accompanying Figures. 5
20. A document generation system arranged to display a master document of the type used to generate customised documents substantially as herein described, with reference to any one or more of the accompanying Figures.
AU2007200383A 2006-01-30 2007-01-30 Representation of mark-up of master documents Active AU2007200383B2 (en)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US76322406P 2006-01-30 2006-01-30
US60/763,224 2006-01-30

Publications (2)

Publication Number Publication Date
AU2007200383A1 AU2007200383A1 (en) 2007-08-16
AU2007200383B2 true AU2007200383B2 (en) 2012-11-01

Family

ID=37873030

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2007200383A Active AU2007200383B2 (en) 2006-01-30 2007-01-30 Representation of mark-up of master documents

Country Status (2)

Country Link
AU (1) AU2007200383B2 (en)
GB (1) GB2434679A (en)

Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
WO2001004772A2 (en) * 1999-07-12 2001-01-18 Business Integrity Limited A method of and apparatus for generating documents
US6668354B1 (en) * 1999-01-05 2003-12-23 International Business Machines Corporation Automatic display script and style sheet generation

Family Cites Families (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6889359B1 (en) * 1999-10-07 2005-05-03 International Business Machines Corporation Method for providing a visual representation of dynamic HTML table attributes
US7519905B2 (en) * 1999-10-12 2009-04-14 Webmd Corp. Automatic formatting and validating of text for a markup language graphical user interface
US6868528B2 (en) * 2001-06-15 2005-03-15 Microsoft Corporation Systems and methods for creating and displaying a user interface for displaying hierarchical data
US7992088B2 (en) * 2002-03-12 2011-08-02 International Business Machines Corporation Method and system for copy and paste technology for stylesheet editing

Patent Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6668354B1 (en) * 1999-01-05 2003-12-23 International Business Machines Corporation Automatic display script and style sheet generation
WO2001004772A2 (en) * 1999-07-12 2001-01-18 Business Integrity Limited A method of and apparatus for generating documents

Also Published As

Publication number Publication date
GB2434679A (en) 2007-08-01
GB0701753D0 (en) 2007-03-07
AU2007200383A1 (en) 2007-08-16

Similar Documents

Publication Publication Date Title
Sall et al. JMP start statistics: a guide to statistics and data analysis using JMP
US5414838A (en) System for extracting historical market information with condition and attributed windows
Schönfelder CAQDAS and qualitative syllogism logic—NVivo 8 and MAXQDA 10 compared
US5590325A (en) System for forming queries to a commodities trading database using analog indicators
US6216139B1 (en) Integrated dialog box for rapidly altering presentation of parametric text data objects on a computer display
US6002396A (en) System and method for defining a process structure for performing a task
KR101312881B1 (en) Designating, setting and discovering parameters for spreadsheet documents
CA2517481C (en) One click conditional formatting method and system for software programs
CN107111639B (en) Building reports
US20050071752A1 (en) Forms management system
US20170329786A1 (en) Data flow design with static and dynamic elements
US20040252136A1 (en) Designing and generating charts to graphically represent data in a data source
US20100088618A1 (en) Developing user interface element settings
AU2007200385B2 (en) Re-usuable clauses
AU2007200386A1 (en) Debugging of master documents
US20080059437A1 (en) Data mining system
WO2001088703A1 (en) System for developing data collection software applications
AU2007200384B2 (en) Definitions in master documents
JP7339628B2 (en) Online report creation system using Excel tools
Sengupta Financial analysis and modeling using Excel and VBA
US11113451B2 (en) Representation of mark-up of master documents
US7757160B2 (en) Debugging of master documents
AU2007200383B2 (en) Representation of mark-up of master documents
AU772639B2 (en) Automated financial scenario modeling and analysis tool having an intelligent graphical user interface
Brosens et al. Guidelines for designing e-statements for e-banking

Legal Events

Date Code Title Description
FGA Letters patent sealed or granted (standard patent)
PC Assignment registered

Owner name: THOMSON REUTERS GLOBAL RESOURCES

Free format text: FORMER OWNER WAS: BUSINESS INTEGRITY LIMITED

HB Alteration of name in register

Owner name: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY

Free format text: FORMER NAME(S): THOMSON REUTERS GLOBAL RESOURCES

PC Assignment registered

Owner name: THOMSON REUTERS ENTERPRISE CENTRE GMBH

Free format text: FORMER OWNER(S): THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY