US 12,423,510 B2
Method and apparatus for generating a document and data processing
Steven W. Lundberg, Edina, MN (US); and Elliott M. Higgins, Vadnais Heights, MN (US)
Assigned to Black Hills IP Holdings, LLC, Minneapolis, MN (US)
Filed by Black Hills IP Holdings, LLC, Minneapolis, MN (US)
Filed on Apr. 21, 2023, as Appl. No. 18/137,685.
Claims priority of provisional application 63/345,616, filed on May 25, 2022.
Claims priority of provisional application 63/333,524, filed on Apr. 21, 2022.
Prior Publication US 2023/0342540 A1, Oct. 26, 2023
Int. Cl. G06F 40/174 (2020.01); G06F 40/186 (2020.01); G06F 40/279 (2020.01)
CPC G06F 40/174 (2020.01) [G06F 40/186 (2020.01); G06F 40/279 (2020.01)] 18 Claims
OG exemplary drawing
 
1. A method for assembling a document comprising:
receiving an indication of an application number;
receiving an indication of a document template type;
receiving a selection of a customer;
receiving data from a repository;
extracting elements from the data useful for assembling the document;
assembling a document shell at least in part from the elements, wherein assembling the document shell comprises:
determining a plurality of annotations based on the elements;
designating one or more of the plurality of annotations as a source annotation;
identifying a selection of document portions, wherein each document portion contains at least one reference annotation referencing the one or more source annotations; and
configuring the one or more source annotations such that when a source annotation is modified in the document shell, the modification is automatically duplicated to each reference annotation contained in the plurality of document portions;
receiving an indication that an edit to one or more source annotations has been made by the user; and
in response to receipt of the indication, automatically duplicating the edit to each reference annotation contained in each document portion.