WO2010048158A3 - Remote web-based document creation system and method - Google Patents

Remote web-based document creation system and method Download PDF

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Publication number
WO2010048158A3
WO2010048158A3 PCT/US2009/061295 US2009061295W WO2010048158A3 WO 2010048158 A3 WO2010048158 A3 WO 2010048158A3 US 2009061295 W US2009061295 W US 2009061295W WO 2010048158 A3 WO2010048158 A3 WO 2010048158A3
Authority
WO
WIPO (PCT)
Prior art keywords
internet
credit
remote systems
document creation
creation system
Prior art date
Application number
PCT/US2009/061295
Other languages
French (fr)
Other versions
WO2010048158A2 (en
Inventor
Kevin Kopp
Parameswaran Ramakrishnan
Chris Bordeman
Original Assignee
Appone Services, Inc.
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 Appone Services, Inc. filed Critical Appone Services, Inc.
Priority to CN200980146113.XA priority Critical patent/CN102216926B/en
Publication of WO2010048158A2 publication Critical patent/WO2010048158A2/en
Publication of WO2010048158A3 publication Critical patent/WO2010048158A3/en
Priority to HK12103521.8A priority patent/HK1163285A1/en

Links

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02Banking, e.g. interest calculation or account maintenance
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/30Information retrieval; Database structures therefor; File system structures therefor of unstructured textual data
    • G06F16/33Querying
    • G06F16/332Query formulation
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/30Information retrieval; Database structures therefor; File system structures therefor of unstructured textual data
    • G06F16/33Querying
    • G06F16/3331Query processing
    • 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
    • G06F40/20Natural language analysis
    • G06F40/205Parsing
    • G06F40/226Validation
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/03Credit; Loans; Processing thereof
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06Asset management; Financial planning or analysis
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08Insurance

Abstract

A system that may be used to generate documents, where the system is accessible from and integratable with remote systems is provided. A document generation system that may be provided as a service, in the sense that the system may be accessed via, e.g., the Internet, from remote systems such as credit aggregators. The system takes in information regarding the requirements (e.g., type of transaction, number of parties, amount of loan, price, governing law, etc.) of the document needed (e.g., a loan application, construction contract, etc.) and produces an appropriate form based on the input information. It should be noted that access to the document generation system is effectuated by an Internet/network connection via, e.g., a partner provider system such as a DMS, a traditional credit aggregator, a credit aggregator portal, etc. Electronic signature and secure archiving may be provided for generated documents.
PCT/US2009/061295 2008-10-22 2009-10-20 Remote web-based document creation system and method WO2010048158A2 (en)

Priority Applications (2)

Application Number Priority Date Filing Date Title
CN200980146113.XA CN102216926B (en) 2008-10-22 2009-10-20 Remote web-based document creation system and method
HK12103521.8A HK1163285A1 (en) 2008-10-22 2012-04-11 Remote web-based document creation system and method web

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US12/256,178 2008-10-22
US12/256,178 US8086951B2 (en) 2008-10-22 2008-10-22 Remote web-based document creation system and method

Publications (2)

Publication Number Publication Date
WO2010048158A2 WO2010048158A2 (en) 2010-04-29
WO2010048158A3 true WO2010048158A3 (en) 2010-08-05

Family

ID=42119933

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2009/061295 WO2010048158A2 (en) 2008-10-22 2009-10-20 Remote web-based document creation system and method

Country Status (4)

Country Link
US (1) US8086951B2 (en)
CN (1) CN102216926B (en)
HK (1) HK1163285A1 (en)
WO (1) WO2010048158A2 (en)

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US20100262560A1 (en) * 2009-04-08 2010-10-14 Subramanyam Krishna Murthy Method and system for assessing application portfolio
US8560941B2 (en) * 2009-04-08 2013-10-15 Microsoft Corporation Schema based user interface mechanisms
US20120254017A1 (en) * 2011-03-30 2012-10-04 Fusco Douglas D System and Method for Credit Information Acquisition, Aggregation, and Maintenance
US8958109B2 (en) * 2011-04-08 2015-02-17 Sundaram Natarajan Cloud and HTML based document management and creation system
US8699073B2 (en) * 2011-04-08 2014-04-15 Sundaram Natarajan Cloud and HTML based fax and document management system
EP2631855B1 (en) * 2012-02-21 2016-02-17 CareFusion Germany 326 GmbH Method for triggering an action of a device authorised by paper document
US10817662B2 (en) 2013-05-21 2020-10-27 Kim Technologies Limited Expert system for automation, data collection, validation and managed storage without programming and without deployment
US20150081521A1 (en) * 2013-09-17 2015-03-19 Myles Kenneth Leighton Systems, methods and computer program products for managing credit application data
US10885227B2 (en) 2013-11-26 2021-01-05 CaffeiNATION Signings (Series 3 of Caffeination Series, LLC) Systems, methods and computer program products for managing remote execution of transaction documents
US20150213568A1 (en) * 2014-01-29 2015-07-30 Adobe Systems Incorporated Location aware selection of electronic signatures
US20150213444A1 (en) * 2014-04-07 2015-07-30 Intercontinental Exchange Holdings, Inc. Systems and methods for improving data processing and management
US10713699B1 (en) * 2014-11-14 2020-07-14 Andersen Corporation Generation of guide materials
US10147141B1 (en) * 2015-06-22 2018-12-04 Insurance Technologies Corporation Systems and methods for intelligent configuration of a dynamic interface
US9996505B2 (en) 2015-08-31 2018-06-12 Konica Minolta Laboratory U.S.A., Inc. Managing the display of electronic documents having embedded graphical elements
WO2017050737A1 (en) 2015-09-24 2017-03-30 Sicpa Holding Sa Remote mark printing on a security document
EP3516536A4 (en) 2016-09-19 2020-05-13 Kim Technologies Limited Actively adapted knowledge base, content calibration, and content recognition
CN106952076A (en) * 2017-03-14 2017-07-14 汪家祥 Electron contract method and trading platform system based on staple commodities transaction platform
CN112182401B (en) * 2017-11-24 2024-03-29 创新先进技术有限公司 Question pushing method and device
US11538123B1 (en) * 2019-01-23 2022-12-27 Wells Fargo Bank, N.A. Document review and execution on mobile devices
CN110058857B (en) * 2019-04-28 2021-08-31 上海连尚网络科技有限公司 Boarded application generation method and apparatus
CN112069296B (en) * 2020-11-11 2021-02-12 杭州天谷信息科技有限公司 Method for identifying contract elements of PDF (Portable document Format) file

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US20020046235A1 (en) * 2000-03-03 2002-04-18 Tony Foy Document creation and delivery
US20030172343A1 (en) * 2002-03-06 2003-09-11 Leymaster Mark Hendricks Methods and systems for generating documents
US20070192679A1 (en) * 2006-02-13 2007-08-16 Oracle International Corporation Method and system for flexible creation and publication of forms

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US20020052896A1 (en) * 2000-05-23 2002-05-02 Streit Jason Mitchell Secure signature and date placement system
AUPS084902A0 (en) * 2002-03-01 2002-03-28 Speedlegal Holdings Inc A document assembly system
US7444302B2 (en) * 2002-06-14 2008-10-28 Ellie Mae, Inc. Online system for fulfilling loan applications from loan originators
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Also Published As

Publication number Publication date
CN102216926B (en) 2014-04-23
CN102216926A (en) 2011-10-12
US8086951B2 (en) 2011-12-27
US20100114995A1 (en) 2010-05-06
HK1163285A1 (en) 2012-09-07
WO2010048158A2 (en) 2010-04-29

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