US7734999B2 — System and method for providing forms on a user i…

Claim 1

Independent Claim 203 words

A method for configuring a customized formset as a version of a role based formset for display on a user interface of a client computer, the client computer coupled by a network to a formset server, the customized formset described in a structured definition language, the method comprising the steps of: selecting the role based formset having generic definitions of form components for a plurality of different roles; selecting a customize overlay by the formset server for application to the role based formset, the customize overlay including role associated component definitions particular to a user functioning in at least one of the roles of the plurality of different roles, the role associated component definitions including at least one of addition or removal of said generic definitions of form components of the role based formset; and applying the role associated component definitions of the customize overlay to said generic definitions of form components of the role based formset for generating the customized formset, such that at least some of said generic definitions of form components are changed based on the role of the user associated with the customize overlay; wherein the customized formset is subsequently rendered on the user interface of the client computer.

Claim 2

Independent Claim 203 words

A method for configuring a customized formset as a version of a role based formset for display on a user interface of a client computer, the client computer coupled by a network to a formset server, the customized formset described in a structured definition language, the method comprising the steps of: selecting the role based formset having generic definitions of form components for a plurality of different roles; selecting a customize overlay by the formset server for application to the role based formset, the customize overlay including role associated component definitions particular to a user functioning in at least one of the roles of the plurality of different roles, the role associated component definitions including at least one of addition or removal of said generic definitions of form components of the role based formset; and applying the role associated component definitions of the customize overlay to said generic definitions of form components of the role based formset for generating the customized formset, such that at least some of said generic definitions of form components are changed based on the role of the user associated with the customize overlay; wherein the customized formset is subsequently rendered on the user interface of the client computer.

Claim 3

Dependent Claim 42 words

The method of claim 1 further comprising the step of applying the customize overlay to the role based formset by an application selected from the group comprising: a client application of the client computer and a server application of the server computer.

Claim 4

Dependent Claim 34 words

The method of claim 2 , wherein the components of the customize overlay modify the displayable components of the role based formset selected from the group comprising: data content, component presentation, and component functionality.

Claim 5

Dependent Claim 43 words

The method of claim 2 further comprising the step of assembling at least one of the customize overlay components from objects stored in a table according to a control file, the control file coordinating the generation of the customize overlay using the objects.

Claim 6

Dependent Claim 22 words

The method of claim 4 , wherein the overlay components define objects stored in a database having restricted access by the formset.

Claim 7

Dependent Claim 22 words

The method of claim 4 , wherein the components of the customize overlay is configurable based on changes to the table objects.

Claim 8

Dependent Claim 22 words

The method of claim 4 , wherein the components of the customize overlay is configurable based on changes to the control file.

Claim 9

Dependent Claim 29 words

The method of claim 4 further comprising the step of selecting the table from a plurality of tables for use by the control file in generating the customize overlay.

Claim 10

Dependent Claim 24 words

The method of claim 2 further comprising the step of applying a profile for default data for prepopulating data in fields of the formset.

Claim 11

Dependent Claim 40 words

The method of claim 9 , wherein the propopulated data is selected from the group comprising: user identification data, previously saved data settings by the user of the formset, and a pending transaction status of a process of the server.

Claim 12

Dependent Claim 22 words

The method of claim 2 , wherein the customize overlay affects the degree of access to database records coupled to the server.

Claim 13

Dependent Claim 27 words

The method of claim 11 , wherein the degree of access affects features of the formset selected from the group comprising: workflow, presentation format, and formset components.

Claim 14

Dependent Claim 27 words

The method of claim 12 , wherein the formset components are selected from the group comprising: form field, field action, field status page, and status page field.

Claim 15

Dependent Claim 27 words

The method of claim 11 further comprising the step of generating the customize overlay based on settings selected from the group comprising: individual user and user group.

Claim 16

Dependent Claim 24 words

The method of claim 11 further comprising the step of selecting the customize overlay based on user identification criteria supplied to the formset server.

Claim 17

Dependent Claim 65 words

The method of claim 2 , wherein the components of the customize overlay restrict a property of the role based formset content selected from the group comprising: hiding form fields from display on the user interface, protecting access to a field of the role based formset, and masking the display on the user interface of data of a respective field of the role based formset.

Claim 18

Dependent Claim 40 words

The method of claim 1 further comprising the step of embedding in a transaction using metadata the manipulation of the workflow of the formset, the transaction associated with the formset and exchanged between the client application and the server application.

Claim 19

Dependent Claim 18 words

The method of claim 17 , wherein the metadata defines the workflow manipulation as a transaction class identifier.

Claim 20

Dependent Claim 26 words

The method of claim 17 , wherein the workflow manipulation is used to direct the formset to display appropriate components in response to receiving the metadata.

Claim 21

Dependent Claim 18 words

The method of claim 17 , wherein the transaction is a document expressed in a structured definition language.

Claim 22

Dependent Claim 74 words

The method of claim 20 further comprising the step of implementing an action contained in the document selected from the group comprising: read a matching record of a database connected to the formset server; find a record based on search criteria from a database connected to the formset server, update an existing record of a database connected to the formset server, and insert a new record in a database connected to the formset server.

Claim 23

Independent Claim 199 words

A system for configuring a customized formset as a version of a role based formset for display on a user interface of a client computer, the system comprising: a formset server coupled to the client computer by a network, the formset server having a server application for receiving the role based formset having generic definitions of form components for a plurality of different roles and for selecting a customize overlay for application to a role based formset, the customize overlay including role associated component definitions particular to a user functioning in at least one of the roles of the plurality of different roles, the role associated component definitions including at least one of addition or removal of said generic definitions of form components of the role based formset; and a utility for applying role associated components definitions of the customize overlay to said generic definitions of form components of the role based formset for generating the customized formset, such that at least some of said generic definitions of form components are changed based on the role of the user associated with the customize overlay; wherein the customized formset is subsequently rendered on the user interface of the client computer.

Claim 24

Independent Claim 199 words

A system for configuring a customized formset as a version of a role based formset for display on a user interface of a client computer, the system comprising: a formset server coupled to the client computer by a network, the formset server having a server application for receiving the role based formset having generic definitions of form components for a plurality of different roles and for selecting a customize overlay for application to a role based formset, the customize overlay including role associated component definitions particular to a user functioning in at least one of the roles of the plurality of different roles, the role associated component definitions including at least one of addition or removal of said generic definitions of form components of the role based formset; and a utility for applying role associated components definitions of the customize overlay to said generic definitions of form components of the role based formset for generating the customized formset, such that at least some of said generic definitions of form components are changed based on the role of the user associated with the customize overlay; wherein the customized formset is subsequently rendered on the user interface of the client computer.

Claim 25

Dependent Claim 51 words

The system of claim 22 , wherein application of the customize overlay to the role based formset by the utility is selected from the group comprising: operation of the utility by a client application of the client computer, and operation of the utility by the server application of the server computer.

Claim 26

Dependent Claim 34 words

The system of claim 23 , wherein the components of the customize overlay modify the displayable components of the role based formset selected from the group comprising: data content, component presentation, and component functionality.

Claim 27

Dependent Claim 22 words

The system of claim 24 , wherein the overlay components define objects stored in a database having restricted access by the formset.

Claim 28

Dependent Claim 28 words

The system of claim 23 further comprising a table for storing objects representing at least one of the customize overlay components, the table coupled to the formset server.

Claim 29

Dependent Claim 25 words

The system of claim 26 further comprising a control file configured for coordinating the generation of the customize overlay using the objects from the table.

Claim 30

Dependent Claim 22 words

The system of claim 27 , wherein the components of the customize overlay is configurable based on changes to the control file.

Claim 31

Dependent Claim 22 words

The system of claim 26 , wherein the components of the customize overlay is configurable based on changes to the table objects.

Claim 32

Dependent Claim 23 words

The system of claim 26 further comprising a plurality of the tables for use by a control file in generating the customize overlay.

Claim 33

Dependent Claim 21 words

The system of claim 23 further comprising a profile for default data for prepopulating data in the fields of the formset.

Claim 34

Dependent Claim 40 words

The system of claim 31 , wherein the propopulated data is selected from the group comprising: user identification data, previously saved data settings by the user of the formset, and a pending transaction status of a process of the server.

Claim 35

Dependent Claim 22 words

The system of claim 23 , wherein the customize overlay affects the degree of access to database records coupled to the server.

Claim 36

Dependent Claim 28 words

The system of claim 33 , wherein the degree of access affects features of the formset selected from the group comprising: workflow, field presentation format, and formset components.

Claim 37

Dependent Claim 26 words

The system of claim 33 , wherein generation of the customize overlay is based on settings selected from the group comprising: individual user and user group.

Claim 38

Dependent Claim 41 words

The system of claim 22 further comprising a workflow manipulator for embedding in a transaction using metadata the manipulation of the workflow of the formset, the transaction associated with the formset and exchanged between the client application and the server application.

Claim 39

Dependent Claim 18 words

The system of claim 36 , wherein the metadata defines the workflow manipulation as a transaction class identifier.

Claim 40

Dependent Claim 26 words

The system of claim 36 , wherein the workflow manipulation is used to direct the formset to display appropriate components in response to receiving the metadata.

Claim 41

Dependent Claim 18 words

The method of claim 36 , wherein the transaction is a document expressed In a structured definition language.

Claim 42

Dependent Claim 77 words

The system of claim 36 , wherein the workflow manipulator coordinates the implemention of an action contained in the document selected from the group comprising: read a matching record of a database connected to the formset server; find a record based on search criteria from a database connected to the formset server; update an existing record of a database connected to the formset server; and insert a new record in a database connected to the formset server.

Annuity Stage	Window Opens	Payment Deadline	Surcharge Period Until	Estimated Fee	Status
3.5 Years (Year 4)	2013-06-07	2013-12-07	2014-06-08	$2000.00	Window Closed / Lapsed
7.5 Years (Year 8)	2017-06-07	2017-12-07	2018-06-08	$3760.00	Window Closed / Lapsed
11.5 Years (Year 12)	2021-06-07	2021-12-07	2022-06-08	$7700.00	Window Closed / Lapsed

System and method for providing forms on a user interface

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