Systems and methods for dynamic generation of digital documents

Patent metadata

Field	Value
Publication number	US-12373630-B2
Application number	US-202318327537-A
Country	US
Kind code	B2
Filing date	Jun 1, 2023
Priority date	Jun 2, 2022
Publication date	Jul 29, 2025
Grant date	Jul 29, 2025

Abstract

Disclosed herein are methods and systems to retrieve and analyze data using customized machine-readable instructions. A method comprises identifying a set of computer-executable commands to satisfy an electronic request; identifying one or more dependencies within the set of computer-executable commands; generating a machine-readable instruction using at least a subset of the computer-executable commands in accordance with at least one dependency; and transmitting the machine-readable instruction to a second processor.

First claim

What is claimed is:

1. A method for dynamic generation of digital documents, the method comprising:
identifying, by a processor, a set of computer-executable commands to provide at least one digital document responsive to an electronic request, each computer-executable command configured to communicate with at least one data repository;
identifying, by the processor, a plurality of dependencies within the set of computer-executable commands;
generating, by the processor, a machine-readable instruction using at least a subset of the computer-executable commands arranged in a sequence corresponding to a subset of the plurality of dependencies;
dynamically configuring, by the processor, an application programming interface in accordance with the machine-readable instruction, whereby the application programming interface transmits the subset of computer-executable commands in accordance with the sequence to a plurality of second processors each associated with the at least one data repository; and
generating, by the processor, the at least one digital document using data received from the application programming interface.

2. The method of claim 1 , wherein the subset of the computer-executable commands are arranged synchronously or asynchronously.

3. The method of claim 1 , further comprising:
presenting, by the processor, a graphical user interface displaying an indication of at last one computer-executable command.

4. The method of claim 3 , wherein the graphical use interface comprises at least one input element configured to receive a revision to the machine-readable instruction or the computer-executable command.

5. The method of claim 4 , wherein the revision corresponds to at least one dependency or the sequence.

6. The method of claim 1 , further comprising:
training, by the processor, a computer model to identify an attribute of the machine-readable instruction.

7. The method of claim 1 , wherein the subset of the computer-executable commands are arranged, such that an output of a first computer-executable command of the subset of the computer-executable commands is an input to a second computer-executable command of the subset of the computer-executable command.

8. A computer system for dynamic generation of digital documents, the computer system comprising:
a server comprising a processor and a non-transitory computer-readable medium containing instructions that when executed by the processor causes the processor to perform operations comprising:
identifying a set of computer-executable commands to provide at least one digital document responsive to an electronic request, each computer-executable command configured to communicate with at least one data repository;
identifying a plurality of dependencies within the set of computer-executable commands;
generating a machine-readable instruction using at least a subset of the computer-executable commands arranged in a sequence corresponding to a subset of the plurality of dependencies;
dynamically configuring an application programming interface in accordance with the machine-readable instruction, whereby the application programming interface transmits the subset of computer-executable commands in accordance with the sequence to a plurality of second processors each associated with the at least one data repository; and
generating the at least one digital document using data received from the application programming interface.

9. The system of claim 8 , wherein the subset of the computer-executable commands are arranged synchronously or asynchronously.

10. The system of claim 8 , wherein the instruction further causes the processor to present a graphical user interface displaying an indication of at last one computer-executable command.

11. The system of claim 10 , wherein the graphical use interface comprises at least one input element configured to receive a revision to the machine-readable instruction or the computer-executable command.

12. The system of claim 11 , wherein the revision corresponds to at least one dependency or the sequence.

13. The system of claim 8 , wherein the instruction further causes the processor to train a computer model to identify an attribute of the machine-readable instruction.

14. The system of claim 8 , wherein the subset of the computer-executable commands are arranged, such that an output of a first computer-executable command of the subset of the computer-executable commands is an input to a second computer-executable command of the subset of the computer-executable command.

15. A computer system for dynamic generation of digital documents, the computer system comprising:
a server having at least one processor, the server configured to:
identifying a set of computer-executable commands to provide at least one digital document responsive to an electronic request, each computer-executable command configured to communicate with at least one data repository;
identifying a plurality of dependencies within the set of computer-executable commands;
generating a machine-readable instruction using at least a subset of the computer-executable commands arranged in a sequence corresponding to a subset of the plurality of dependencies;
dynamically configuring an application programming interface in accordance with the machine-readable instruction, whereby the application programming interface transmits the subset of computer-executable commands in accordance with the sequence to a plurality of second processors each associated with the at least one data repository; and
generating the at least one digital document using data received from the application programming interface.

16. The computer system of claim 15 , wherein the subset of the computer-executable commands are arranged synchronously or asynchronously.

17. The computer system of claim 15 , wherein the server is further configured to present a graphical user interface displaying an indication of at last one computer-executable command.

18. The computer system of claim 17 , wherein the graphical use interface comprises at least one input element configured to receive a revision to the machine-readable instruction or the computer-executable command.

19. The computer system of claim 18 , wherein the revision corresponds to at least one dependency.

20. The computer system of claim 15 , wherein the server is further configured to train a computer model to identify an attribute of the machine-readable instruction.

Assignees

• Bank Of Montreal

Inventors

• Wan Ching Leong
• Robertson Stuart

Classifications

• G06F40/10 Primary

  Text processing (natural language analysis G06F40/20; semantic analysis G06F40/30; processing or translation of natural language G06F40/40) · CPC title