System and method for automating document generation

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United States of America Patent

PATENT NO 8065606
SERIAL NO

11228574

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Abstract

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A system and a method for generating a document and maintaining the integrity of the document includes compiling a superset of data into a data heap from multiple data sources, where the data heap corresponds to a start date and one or more clients. The system generates the document using content elements, which are created using the compiled data, and embeds the content elements into the document. The document then is accessible through an associated software application. The data heap is saved and attached to the document. When the document is modified or edited in any manner, the system automatically saves the modified document as a new version. Additionally, the data heap is synchronized to the associated document and, therefore, is regenerated and saved as a new version along with the modified document.

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Patent Owner(s)

Patent OwnerAddress
JPMORGAN CHASE BANK N A383 MADISON AVENUE NEW YORK NY 10179

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Gralnick, Samuel L Cold Spring, US 3 16
Hill, Thomas H Midland Park, US 2 13

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