US 11,836,191 B2
System and method for automated record creation and management
Travis Houlette, Toronto (CA); Shane Murphy, Toronto (CA); and Derek Hopfner, Toronto (CA)
Assigned to ROYAL BANK OF CANADA, Toronto (CA)
Filed by ROYAL BANK OF CANADA, Toronto (CA)
Filed on Oct. 25, 2021, as Appl. No. 17/509,664.
Application 17/509,664 is a division of application No. 16/137,604, filed on Sep. 21, 2018, granted, now 11,157,569.
Prior Publication US 2022/0043865 A1, Feb. 10, 2022
Int. Cl. G06F 7/00 (2006.01); G06F 16/93 (2019.01); G06Q 10/067 (2023.01); G06F 16/23 (2019.01); G06F 16/338 (2019.01)
CPC G06F 16/93 (2019.01) [G06F 16/23 (2019.01); G06F 16/338 (2019.01); G06Q 10/067 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A system for managing corporate information, comprising:
at least one database configured to store a set of corporate information associated with a designated corporation, a set of corporation-specific logic rules associated with the designated corporation, a set of corporate records associated with the designated corporation, and a set of corporate templates;
a record bank module coupled to the at least one database, the record bank module configured to receive a corporate record request from a managing user, the corporate record request requesting the creation of a new corporate record to be added to the set of corporate records, and, in response to the corporate record request:
determine a requested corporate template of the set of corporate templates matching the corporate record request,
determine a set of requested record information needed to populate the requested corporate template,
populate the set of requested record information from the set of corporate information, the set of corporation-specific logic rules, and the set of corporate records;
generate the requested corporate record from the set of requested record information and the requested corporate template, and
update the set of corporate records to include the requested corporate record in the at least one database; and
an external-interfacing clerk module coupled to the at least one database and the record bank module, the external-interfacing clerk module configured to determine that an action is needed and to perform the action, the action including at least one of submitting a record of the set of corporate records to an official body or updating a record of the set of corporate records in response to a notice from the official body.