US 12,229,198 B2
System, method, and computer program product for automatically preparing documents for a multi-national organization
Gratian Joseph, Pacifica, CA (US)
Assigned to Orbitax LLC, Palo Alto, CA (US)
Filed by Orbitax LLC, Palo Alto, CA (US)
Filed on Jun. 20, 2023, as Appl. No. 18/211,833.
Application 18/211,833 is a continuation of application No. 17/919,852, granted, now 11,727,067, previously published as PCT/US2022/020314, filed on Mar. 15, 2022.
Claims priority of provisional application 63/161,636, filed on Mar. 16, 2021.
Prior Publication US 2023/0334101 A1, Oct. 19, 2023
Int. Cl. G06F 16/93 (2019.01); G06Q 10/06 (2023.01); G06Q 40/12 (2023.01)
CPC G06F 16/93 (2019.01) [G06Q 10/06 (2013.01); G06Q 40/123 (2013.12)] 21 Claims
OG exemplary drawing
 
1. A computer-implemented method comprising:
generating, with at least one processor, a document preparation workflow based on multi-national organization data for a multi-national organization, the document preparation workflow comprising a sequence of nodes based on multi-national organization data and rules data;
executing, with the at least one processor, the document preparation workflow by automatically performing a plurality of actions associated with the sequence of nodes based on the multi-national organization data and the rules data;
automatically querying, with the at least one processor, a plurality of data sources based on executing a node of the sequence of nodes to obtain data;
modifying, with the at least one processor, the sequence of nodes based on the data received in response to querying the plurality of data sources;
continuing to execute, with the at least one processor, the sequence of nodes after it is modified; and
automatically preparing at least one document based on executing the sequence of nodes.