发明名称 Computer-implemented system and methods for distributing content pursuant to audit-based processes
摘要 Systems and methods are disclosed for distributing content pursuant to audit-based processes. Audit content in runtime workpapers may be dynamically constructed in response to industry-driven and response-driven rules using information from one or more of the distributed content libraries. Dynamic updates may also be provided for generated runtime workpapers constructed from the distributed content. The system and method may also provide drilldown functionality for enabling a user to view a source workpaper for a specified data value which has flowed into the generated dynamic workpaper and/or tip functionality to provide a user with additional guidance based on the status and data associated with the generated workpaper.
申请公布号 US9542666(B2) 申请公布日期 2017.01.10
申请号 US201414198101 申请日期 2014.03.05
申请人 CCH INCORPORATED 发明人 Alfredson Glen Stewart
分类号 G06F17/30;G06Q10/10 主分类号 G06F17/30
代理机构 Katten Muchin Rosenman LLP 代理人 Katten Muchin Rosenman LLP
主权项 1. A computer system for distributing content pursuant to an audit-based process, comprising: a content library database on one or more computer-readable media; a communication device operatively coupled to the content library database to receive annotated documents containing industry-specific content; and at least one processor, operatively coupled to the communication device for (i) receiving, using one or more computers, annotated documents containing industry-specific content; (ii) decomposing, using said one or more computers, the annotated documents into a plurality of individual content elements, wherein said plurality of individual content elements are stored to the content library database,wherein said plurality of individual content elements include knowledge and presentation elements,wherein the presentation elements define a workpaper skeleton; (iii) identifying, using said one or more computers, individual content elements that are related to one another based upon one or more pre-determined criteria; (iv) merging said individual content elements that are related to one another into content packages; and (v) using one or more computers to dynamically generate a dynamic workpaper, wherein the dynamic workpaper is generated using data associated with a content package in accordance with at least one predetermined rule,wherein the dynamic workpaper is dynamically updated in response to (i) changes to presentation elements, or(ii) changes to knowledge elements.
地址 Riverwoods IL US