Subclass 506	Subclass 507	Subclass 508
Form filling

Forms automation system

5563999

Abstract

For large users of business forms having multiple use locations, a system and method are provided for eliminating or minimizing warehousing of pre-printed (paper) forms, minimizing the number of paper forms necessary, eliminating or minimizing redundant entry and processing of data, and minimizing forms distribution costs. The forms are designed at a central location, forms automation platform, and any form can be created in a number of different printer formats. The forms may be stored in display images. A central library facility functions as a central respository for business forms in electronic format, which have been transmitted from the forms automation platform. The forms are distributed to specified use locations by the central library depending upon the needs of the various use locations. Forms may be printed directly at a use location, or at a manufacturing facility remote from the use location and then subsequently delivered to the use location. The forms may also be delivered from a warehouse owned by a forms vendor (rather than the user). The same forms exist in electronic and paper media. The forms are up-dated, and are automatically released, on scheduled release/update dates, to computers located at each of the end user sites.

Claims

What is claimed is:

1. A system for production of business forms, comprising:

first computer means comprising a forms automation platform means: for establishing each of a plurality of business forms in electronic format; for determining print format information for said forms; and for converting said electronic format to appropriate print formats based upon distribution profile information and print format information, to design a business form in electronic format;

second computer means at each of a plurality of end user sites, including means for inputting variable information, if any, to be contained in the business forms to be produced;

third computer means comprising a central library means: for processing requests for distribution to effect electronic distribution of forms; and for providing information about print formats and distribution profiles to said second computer means, said third computer means including a display and an inputting means for inputting commands regarding the specific business form or forms requested;

communications means for providing electronic communication between said forms automation platform means and said central library means, and between said central library means and said end user sites; and

printing means controlled by one or more of said computer means for printing out paper business forms.

2. A system as recited in claim 1 wherein said printing means comprises at least first and second printers having different printer formats, said printers located geographically remote from each other; and wherein said forms automation platform means creates the appropriate different printer formats for each form to be printed on said first and second printers; and wherein said central library means selects, and controls whichever of said printers is selected, utilizing the appropriate printer format, based upon the distribution information provided from said central library means.

3. A system as recited in claim 2 wherein said forms automation platform means is located geographically remote from said central library means.

4. A system as recited in claim 2 wherein said central library means controls both said first and second printers through said second computer means to produce the same paper form on each.

5. A system as recited in claim 2 further comprising a business forms manufacturing facility geographically remote from said central library means; and wherein said platform automatiion means provides business forms in proper electronic format to said business forms manufacturing facility to effect manufacture thereof at said facility, so that the same paper form may be produced by said first printer, second printer, or manufacturing facility.

6. A system as recited in claim 1 wherein said forms automation platform and central library are geographically remote from said end user sites.

7. A system as recited in claim 1 further comprising a source of preprinted paper business forms located geographically remote from said central library means, at least some of said forms being the same as the electronic forms in said central library means; and wherein said forms automation platform comprises means for managing said preprinted paper business forms to maintain inventory and to provide updating thereof, and means for distributing said preprinted business forms to said end user sites from said source.

8. A system for automating business forms creation, management, and production, comprising:

printing means;

first computer means, including a business forms automation platform means, comprising: means for designing custom business forms; means for managing display images for existing business forms in electronic format; and means for converting display images into print formats;

second computer means including a central library means comprising an electronic data base of print images for a plurality of different business forms, and of distribution location information for each of said forms; and means for managing said print images;

means associated with said computer means for controlling said printing means so that said printing means will print business forms in response to print images from said second computer means; and

means for providing two way communication between said first and second computer means.

9. A system as recited in claim 8 further comprising third computer means at end user locations remote from said first and second computer means, and means for providing two way communication between said second and third computer means for transmission of data--including electronic business forms--and instructions.

10. A method of electronically developing, producing, managing, and distributing a plurality of different business forms for an entity having a plurality of geographically remote use locations with different needs for different business forms, comprising the steps of:

(a) at a centralized location, storing the plurality of business forms in electronic format including print images;

(b) based on geographic location, volume requirements, form construction, and equipment profile, determining which of the geographically remote use locations will be provided with business forms, and storing that information at said centralized location; and

(c) through electronic scheduling or in response to commands input at said centralized location, automatically distributing forms from the centralized location to the geographically remote use locations for that particular form, according to the determinations provided in step (b).

11. A method as recited in claim 10 comprising the further step (d) of providing for electronic storage of the forms at decentralized locations, and subsequent processing.

12. A method as recited in claim 10 wherein said centralized location comprises a first centralized location, and a second centralized location; and comprising the further step (d) of designing and modifying the business forms in electronic format at the second centralized location.

13. A method as recited in claim 12 wherein the second centralized location is geographically remote from the first centralized location, and from the use locations.

14. A method as recited in claim 12 comprising the further step of, at the second centralized location, storing information about up-dating and release date information for the forms in electronic format, and automatically transmitting the up-dated forms in electronic format and release information to end user sites at the appropriate time.

15. A method as recited in claim 10 wherein a first of the use locations has a first printer with a first printer format, and wherein a second of the use locations has a second printer utilizing a second printer format different than the first printer format; and wherein step (a) is practiced to store the business forms to be distributed to both the first and second use locations in both the first and second printer formats; and wherein step (c) is practiced to automatically distribute forms in electronic format to the first and second printers, for printing into paper forms at the first and second use locations.

16. A method as recited in claim 10 wherein said centralized location is at one of the use locations.

17. A method as recited in claim 10 comprising the further step (e) of, in response to commands entered at centralized or remote locations, distributing electronic forms through a communication network for subsequent processing by end users.

18. A method as recited in claim 10 comprising the further step (e) of, in response to commands entered at centralized or remote locations, distributing electronic forms through a communication network for subsequent production by end users.

19. A method of providing a user of a plurality of different business forms at a plurality of geographically remote locations with the business forms in an efficient manner, and without the necessity of warehousing preprinted paper forms, comprising the steps of:

(a) storing the business forms in electronic format in a computer at a first centralized location;

(b) producing the business forms in the paper form at geographic locations proximate, but distinct from, each of the geographically remote use locations from the business forms stored in electronic format in a computer in response to an electronic order generated by a centralized or remote command;

(c) physically delivering the business forms in paper form to each of the geographically remote use locations after production thereof; and

(d) creating and storing in a computer business forms in electronic format at a second centralized location, and transmitting the created form in electronic format from the computer at the second centralized location to the computer at the first centralized location.

20. A method as recited in claim 19 wherein steps (b) and (c) are practiced simultaneously in at least one of the geographically remote use locations.

21. A method as recited in clam 19 wherein the first and second centralized locations are geographically remote from each other.

22. A method as recited in claim 19 wherein a first printer is provided at one of the use locations and wherein a second printer is provided at a second use location, the printers having different printer formats; and wherein steps (d) and (a) are practiced to create and store a business form in both printer formats; and wherein steps (b) and (c) are practiced to produce the same paper business form with each of the first and second printers.

23. A method of distributing business forms to each of a plurality of geographically remote end users, comprising the steps of:

(a) storing in electronic format in a computer a plurality of different business forms;

(b) also storing in the computer predefined commands, including date and extent of distribution commands, relating to the distribution of the electronic business forms;

(c) periodically polling the computer to locate applicable date commands; and

(d) in response to the applicable date commands located in step (c), automatically distributing the electronic business forms to those of the plurality of end users specified by the distribution commands.

24. A method as recited in claim 23 wherein step (c) is practiced once every weekday.

25. A method of distributing electronic images to each of a plurality of geographically remote end users, comprising the steps of:

(a) storing a plurality of different electronic images;

(b) also storing in the computer predefined commands, including date and extent of distribution commands, relating to the distribution of the electronic images;

(c) periodically polling the computer to locate applicable date commands; and

(d) in response to the applicable date commands located in step (c), automatically distributing the electronic images to those of the plurality of end users specified by the distribution commands.

26. A method as recited in claim 25 wherein step (c) is practiced once every weekday.

27. A method of distributing business forms to each of a plurality of geographically remote end users, comprising the steps of:

(a) storing in electronic format in a computer a plurality of different business forms;

(b) also storing in the computer predefined commands, including date and extent of distribution commands, relating to the distribution of the electronic business forms;

(c) periodically polling the computer to locate applicable date commands;

(d) in response to the applicable date commands located in step (c), readying the electronic business forms for distribution to those of the plurality of end users specified by the distribution commands; and

(e) manually verifying the distribution of the electronic business forms to those of the plurality of end users specified by the distribution commands, and after manual verification, automatically distributing the electronic business forms to those of the plurality of end users specified by the distribution commands.

28. A method as recited in claim 27 wherein steps (d) and (e) are practiced at a location remote from said geographically remote end users.

29. A method as recited in claim 27 wherein a second computer is located at each of the geographically remote end users, and wherein step (e) is facilitated by two way communication between the computer and the second computers.

30. A method of distributing electronic images to each of a plurality of geographically remote end users, comprising the steps of:

(a) storing a plurality of different electronic images in a computer;

(b) also storing in the computer predefined commands, including date and extent of distribution commands, relating to the distribution of the electronic images;

(c) periodically polling the computer to locate applicable date commands;

(d) in response to the applicable date commands located in step (c), readying the electronic images for distribution to those of the plurality of end users specified by the distribution commands; and

(e) manually verifying the distribution of the electronic images to those of the plurality of end users specified by the distribution commands, and after manual verification, automatically distributing the electronic images to those of the plurality of end users specified by the distribution commands.

31. A method as recited in claim 30 wherein steps (d) and (e) are practiced at a location remote from said geographically remote end users.

32. A method as recited in claim 30 wherein a second computer is located at each of the geographically remote end users, and wherein step (e) is facilitated by two way communication between the computer and the second computers.

Description

BACKGROUND AND SUMMARY OF THE INVENTION

Conventionally, large organizations that use large volumes of many different types of business forms have the forms printed in paper form internally or by a manufacturer of business forms, and then store the forms in one or more warehouses for distribution to each of the geographically remote user locations of that organization. Distribution costs can be significant, especially if the locations are widely disseminated, and there can be significant costs associated with the warehousing, inventory and obsolescence of preprinted paper forms. If attempts are made to do away with inventorying of preprinted forms, electronic forms may be stored for printing of paper forms on demand, however typically systems capable of electronic storage and retrieval are marketed by vendors supplying only one type of equipment, so that the systems are not versatile enough to be utilized even within a single location of the organization unless all printers and related equipment at that location are compatible. Further, such systems do not have conventional preprinted forms manufacture integrated therewith, and are therefore limited.

Also, when new forms are required, they are typically designed at a location where the need for the form is first recognized. The newly designed form may, or may not, become part of the forms package available to other interested parts of the organization, and even if it ultimately becomes available, may go through a redundant design sequence before being adopted by the organization headquarters. Usually, no centralized forms facility is provided, requiring redundant entry and processing of information in electronic or hard copy format.

According to the present invention, a system and method are provided which overcome the major elements of the problems identified above. According to the present invention, it is possible for a large consumer of forms, having numerous geographically remote user locations with varying needs for many different types of forms, to eliminate or minimize the warehousing, inventory, and obsolescence costs associated with preprinted forms, to minimize the number of preprinted forms utilized, to minimize redundant entry and processing of information, and to provide centralized design, control and management of electronic forms. According to the invention, the same form may be printed at a number of geographically remote locations on different types of printers, the forms can be distributed and updated automatically and efficiently, and if a form is needed but not readily reproducible on in house equipment, an order for the form may be transmitted to a vendor's manufacturing facility or facilities (e.g. located geographically proximate the remote user locations to be served) for production and distribution.

The system according to the invention comprises as basic components first and second computer means, which comprise a central library facility (CLF), and a forms automation platform (FAP). Two way communication is provided between the CLF and FAP by appropriate communications software and protocol modules. The CLF is typically located at a centralized facility of the forms consumer (customer), while the FAP is typically located at a centralized facility of the vendor (forms manufacturer), although it may be located wherever convenient for performing the desired tasks to a particular customer's satisfaction. A third computer means, typically a PC, is located at end user sites to communicate with the CLF and receive distributed forms therefrom.

The primary functions that take place at the FAP are: electronic forms design (at a centralized location), using one or more conventional design packages such as PERFORM, F3, JETFORM, or MECA III; creating, maintaining, updating, and ensuring the integrity of a display image library; logically associating print formats and distribution profile information received for each form within the display image library; converting display images to print formats based on the distribution profile specified for each form; downloading the print images to the CLF; executing electronic forms update processing; communication with the CLF; and communication with other print facilities (e.g. a manufacturer of business forms, and internal print shop, or the like). A release date is entered at the FAP, and managed at the CLF.

A FAP may service multiple CLFs and must then associate specific forms with specific CLFs. The FAP will generate print formats based on those printers supported by the customer to which the forms will be distributed.

The major functions of the CLF are file management and distribution, including the collection, assimilation and output of management information. The CLF also logically associates formats (print formats) and distribution profile information received for each form. The CLF electronically stores all of the forms previously supplied by the FAP, and effects transmission thereof to remote locations having use for them (the end user interface software), and the end user interface under control of the CLF effects display or printing of forms--regardless of exact terminal printer configuration--at the remote user locations. The CLF collects and downloads the form images to the end users (i.e. the third computer means) on a release date, after polling of the computer within the CLF in which the images are located. This may be done completely automatically, or after manual verification.

According to one method aspect of the invention, a method of electronically developing, producing, managing, and distributing a plurality of different business forms for an entity having a plurality of geographically remote use locations with different needs for different business forms, is provided. The method comprises the steps of: (a) at a centralized location, storing the plurality of business forms in electronic format including print images; (b) based on geographic location, volume requirements, form construction, and equipment profile, determining which of the geographically remote use locations will be provided with business forms, and storing that information at the centralized location; and, (c) through electronic scheduling or in response to commands input at the centralized location, automatically distributing forms from the centralized location to the geographically remote use locations for that particular form, according to the determinations provided in step (b). There may be the further step (d) of providing for electronic storage of the forms at decentralized locations, and subsequent processing. The subsequent processing comprises selecting either data entry and production using electronic imaging, or traditional production, as determined in step (b). Step (a) is practiced to store the business forms to be distributed to both the first and second use locations in both the first and second printer formats; and step (c) is practiced to automatically distribute forms in electronic format to the first and second printers, for printing into paper forms at the first and second use locations. This insures that the most current version of the form is available at all sites, including data entry and/or production sites.

According to another method aspect of the present invention, a method of providing a user of a plurality of different business forms at a plurality of geographically remote locations with the business forms in an efficient manner, and without the necessity of warehousing preprinted paper forms, is provided. The method comprises the steps of: (a) storing the business forms in electronic format at a centralized location; (b) producing the business forms in paper form at geographic locations proximate each of said geographically remote use locations in response to an electronic order generated by a centralized or remote command; and (c) delivering the business forms in paper form to each of said geographically remote use locations after production thereof. The centralized location is a first centralized location, and the method typically comprises the further step of (d) creating business forms in electronic format at a second centralized location, and transmitting the created form in electronic format to the first centralized location.

The invention also contemplates a method of handling business forms, comprising the steps of: (a) creating a plurality of business forms in electronic format using a plurality of different business form creating computer programs; (b) maintaining the business forms created in step (a) in a display image format to which variables may be added for variable image data; (c) converting the display of form image format for each of a plurality of forms to desired printer formats; (d) simultaneously transmitting the printer formats to each of a plurality of compatible printers; and (e) printing out the forms on the compatible printers.

Further, a method of distributing business forms to each of a plurality of remote end users is provided, comprising the steps of: (a) storing in electronic format in a computer a plurality of different business forms; (b) also storing in the computer predefined commands, including date and extent of distribution commands, relating to the distribution of the electronic business forms; (c) periodically polling the computer to locate applicable date commands; and (d) in response to applicable date commands located in step (c), automatically distributing the electronic business forms to those of the plurality of end users specified by the distribution commands. Alternatively, instead of step (d) above, the following may be provided: (d) in response to applicable date commands located in step (c), readying the electronic business forms for distribution to those of the plurality of end users specified by the distribution commands; and (e) manually verifying the distribution of the electronic business forms to those of the plurality of end users specified by the distribution commands, and after manual verification, automatically distributing the electronic business forms to those of the plurality of end users specified by the distribution commands.

Even more generally, the invention contemplates practicing the above steps for any electronic images, not just business forms.

It is the primary object of the present invention to provide for the effective and efficient creation and production of electronic and preprinted business forms for large consumers of forms having multiple locations. This and other objects of the invention will become clear from an inspection of the detailed description of the invention, and from the appended claims.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 is a schematic block diagram comprising a high level functional overview of an exemplary system which is implemented according to

FIG. 2 a block diagram showing one embodiment of a more detailed interrelationship between the components of the FIG. 1 system;

FIG. 3 is a block diagram showing an overview of the interconnections between the central library facility (CLF), forms automation platform (FAP), and end users;

FIG. 4 is a schematic view of the FAP;

FIG. 5 is a schematic like that of FIG. 4 for a host computer utilizable with the CLF and the FAP;

FIG. 6 is a data model diagram for data structures provided by the FAP, for detailed implementation according to the invention;

FIG. 7 is a data flow diagram of exemplary program control processes performed by the FAP, for detailed implementation according to the invention;

FIGS. 8a-8e are schematics giving lower level breakdowns of the major elements of FIG. 7;

FIG. 9 is a flow diagram illustrating access to the CLF from the FAP;

FIG. 10 is a schematic diagram illustrating exemplary components of the CLF of the system of FIGS. 1 and 2;

FIG. 11 is a CLF data model diagram, for detailed implementation according to the invention;

FIG. 12 is a schematic showing the CLF data base relationships, for detailed implementation according to the invention;

FIGS. 13a-13i provide a schematic structure chart for the CLF, for detailed implementation according to the invention;

FIG. 14 is an exemplary flow diagram for releasing forms from the CLF to end user sites based upon a distribution profile;

FIG. 15 is an exemplary flow diagram for transmitting an electronic form, initiated at the CLF; and

FIG. 16 is an exemplary flow diagram for transmitting a print request, initiated at the CLF.

DETAILED DESCRIPTION OF THE DRAWINGS

The forms automation system according to the present invention is illustrated generally by reference numeral 10 in FIGS. 1 and 2. The forms automation system 10 will be utilized by those consumers of business forms who have large numbers of business forms (both type and amount) that will be utilized at a number of geographically remote use locations. The system 10 is designed to be marketed by a business forms manufacturing company that has conventional forms production facilities, although it could be marketed by a wide variety of different types of companies. The system 10 is particularly useful when it it implemented in such a way that forms may be produced directly at the use locations, or in a conventional manufacturing facility, depending upon the construction of that particular form, the extent of its distribution, the quantity of forms utilized, and the like.

In this description, the term "vendor" or "manufacturer" when utilized refers to the entity providing the forms automation system according to the invention, typically a conventional business forms manufacturer. The term "customer" or "user" refers to the vendor's customer, namely the organization that has a plurality of geographically remote use locations, and consumes the business forms (also encompassing multiple departments that are remote within the same building, for example).

The major objectives of the system 10 are to provide for the centralized design of business forms, the centralized management and distribution of electronic and pre-printed (paper) forms, the co-existence of the same form in both paper and electronic formats, and the flexibility to meet the user's requirements. The major components of the system 10 comprise computer means providing the central library facility (hereinafter denoted by the acronym "CLF") 12, and computer means providing the forms automation platform (hereinafter denoted by the acronym "FAP") 14. The CLF 12 is preferably located in one of the customer's facilities (e.g. the same facility that has the main frame computer 34). This also typically is one of the use locations. The FAP 14 may, under some circumstances, be located at a customer's facility, but more typically is located at one of the vendor's facilities. In any case, the CLF 12 and FAP 14 provide for centralized design, management, and distribution of business forms. Appropriate conventional communications components are provided to inter-relate the CLF 12 and FAP 14, and to communicate with a variety of other stations.

In the schematic illustration in FIG. 1, the end user station 15 comprises a plurality of geographically remote use locations, each of which may have a printer--such as a laser printer 16--associated therewith. A computer, such as a PC, is provided at each of the use stations 15, as schematically illustrated in FIGS. 1 and 2, interfaced (two way communication) with the CLF 12. The PC and CLF may utilize IBM's OS/2 (version 1.2), or an equivalent multi-tasking operating system.

The CLF 12 may also control an internal electronic forms composition system 17 maintained by the organization having the geographically remote use locations 15, which may in turn control a high speed printing device, such as a high speed laser printer 18, or other non-impact printer. Both the CLF 12 and FAP 14 may also provide information to a standard business forms manufacturing facility, shown generally by reference numeral 19, for producing business forms. For example, the CLF 12 could access facility 19 through an external applications data base 28. Different types of manufacturing facilities encompassed by facility 19 may--for a large conventional business forms manufacturer such as Moore Business Forms, Inc.--include a traditional plant 20, a short run facility 21, an intelligent imaging facility 22, or other types of facilities 23. Also, the FAP 14 may control an internal print shop 24 at the FAP 14 location, for providing camera ready copy. The printing facilities 21, 23, and 24 deliver printed forms--as indicated by line 25--to the use locations 15 via a motor vehicle or the like (e.g. a common carrier), while the traditional plant 20 supplies paper forms to the use locations 15 through a warehouse 26 run by the forms manufacturer, a contractor, or another. The imaging facilities 22 typically provide paper forms to the use locations 15 via mail or a courier service 27 or the like.

As illustrated schematically in FIG. 2, the CLF 12 includes an internal applications data base 29 (and associated database access mechanisms), and includes as part of the preferred embodiment communication facilitating components thereof, such as a vendor supplied token ring (or other network adapter) 30 communicating with an (e.g. token ring) electronic data network 31. The applications data base 29 may have as its data model "SQL", a commercially available package, such as that sold by IBM with its OS/2 (version 1.2) system. A conventional communications interface component 32, such as an IBM 3270 standard protocol interface, is also preferably provided, as is the communications protocol module 33. The CLF 12 may be provided on main frame computer 34 directly at a customer (user's) location, with a front end processor 35--such as an IBM 3745/3720--interconnected between the module 33 and the computer 34, and a front end processor 36--e.g. an IBM 3745/3720--connected between the main frame computer 34 and the token ring network 31.

The forms automation platform 14 includes a commercially available applications database 37 (such as that sold by Oracle Systems Corp. under the trademark "Oracle"), with a component thereof 38 providing custom design of the forms. The forms design function is preferably accomplished utilizing a compatible commercially available primary design software package, such as Perform, sold by Delrina Technology, JETFORM, sold by Indigo, or MECCA III ("DOCS"), sold by Amgraph. A communications protocol module 39 is also utilized (such as an IBM SDLC), while the token ring adapter 40 is provided for optional communications over token ring network 31.

One of the primary functions of the FAP 14 is to provide for the centralized design of business forms. It is the entry point into the system 10, and contains software that controls the execution of the other processes within the system 10. As earlier indicated, forms design packages are associated therewith, such as the DOCS, or PERFORM, packages. The forms may be designed elsewhere and downloaded to the FAP 14 prior to transmission to the CLF 12. The FAP 14 communicates with the CLF (preferably two way) by modems 41, or a token ring, or networked protocols defined by the IEEE 802.5 or 802.2 standards. A terminal 43 (see FIG. 4), including a display screen 44, and inputting means such as a keyboard 45 and/or mouse 46, are provided as a human interface to the FAP 14. Other technologies could also be utilized, such as scanners and digitalization apparatus.

In addition to the forms design packages, the FAP 14 contains application software for a number of other functions. A file management function manages display (source) images for all released forms and forms that are scheduled for up-date/release. This software creates, maintains, up-dates and ensures the integrity of the display image library.

A user friendly interface function is provided by software that allows the operator to be queried for information regarding print formats and distribution profiles for each form. This information is logically associated with the display image within the file management system function so that whenever an electronic form is created or up-dated, it will have the necessary components. The forms administrator at the FAP 14 will obtain the following information for each electronic form created or up-dated: form identification; form description; form processing (e.g. new/update); the design software used to design the form; the release date; the security level; the distribution profile (user sites, output devices/sites, generic customer environment information); the paper base production requirements (e.g. manufacturing facilities, or internal print shops for camera ready copy); and variable data field encoding.

The FAP 14 also converts the display images to appropriate print formats based upon the distribution profile specified for each form. This is typically done right in the forms design package 38 itself (e.g. in PERFORM). The operator inputs what printer formats the form is to be provided in, and the package 38 does the necessary formatting (either single or multiple). That is, if a form is to be distributed at a first location having a first printer with a first printer format, and to a second geographically remote user location, having a second printer with a second printer format (e.g. a different manufacturer for the second printer than the first printer), the display images must be converted to print formats for both the first and second printers. That is, the same electronic business form will exist in different formats. The print image files will be validated for existence, having been previously formatted based upon the customer profile, and downloaded to the CLF 12. The CLF 12 may effect distribution on a scheduled release date. Of course this is practiced with any number of printers.

The system 10 may have any one of the following output formats: display image; encoded display image; print format; and production output. The display image format may require no conversion, and--for example--can be used to merely display the form on a screen (e.g. the screen 44 of the CLF 12). For the encoded display image format, the operator at the FAP 14 has encoded the variable data fields, and this format is used for merging variable data with the electronic form in a conventional manner via a batch process at the user site. This format, too, can be sent to a display terminal (e.g. 44). Print formats should be able to support output to postscript printers, as well as for printers for all other major manufacturers such as IBM, Hewlett Packard, Xerox, etc. The production output formats will support an output for a manufacturing production facility 19, via a PC to PC (e.g. DOCS to DOCS) transmission. This output may be used to produce camera ready copy. This will insure the most updated form at all times. It also will provide an output to control an internal print shop 24 for producing camera ready copy.

As earlier indicated, the FAP 14 communicates with the CLF 12 via modems 41, token ring 31, or the like. Print images and form profiles are transferred to the CLF 12, and update processing within the CLF 12 is scheduled. Display and print images for updated forms will be downloaded to the CLF 12, and appropriate file management functions, such as archiving, will be scheduled and performed.

Major components of the data flow diagram of FIG. 7 include the FAP administrator software 86, form maintenance process 87, profile maintenance process 88, CLF administrative software 89, CLF update process 90, a report generation process 91, and the FAP utility process 92. FIG. 8a illustrates a detail data flow diagram for the form maintenance process 87. FIG. 8b illustrates a detail data flow diagram for the profile maintenance process 88. FIG. 8c illustrates detail data flow diagram for the CLF update process 90. FIG. 8d illustrates a detail data flow diagram for the report generation process 91; and FIG. 8e illustrates a detail data flow diagram for the FAP utility process 92.

FIG. 5 provides a schematic of a conventional host computer 34 and its interrelationship to other components in a typical configuration. The computer 34 may include applications software 49, a printer control 50, and a communications module 51. A printer 52, such as an IBM 3800, is controlled by the printer controller 50 software, e.g. JES AND AFP, both by IBM. Other printers 52, such as the Xerox 9700, of course may also be utilized. The communications module 51, such as an IBM SNA, is interconnected with a communications controller 53, such an an IBM 37XX FEP. A personal computer 54 may be interconnected to the controller 53 via a token ring or other link, and control a locally attached printer 16, or access other printers in the network. The controller 53 is connected through modems 55 to other PCs 54 (at sites 15). Controller 53 can communicate through the token ring 31 with the CLF 12 and FAP 14, or through modems 42 with the CLF 12. Communications may also be provided optionally through modems 56 with a cluster controller 57--such as an IBM 3174/3274--which in turn is interconnected with a communications interface (such as an IBM 3270) and a PC (such as a 3270 emulation PC). PC 58 may function as a print/file server to support multiple devices.

The controller 53 (typically located on host 34) will run a version of a network control program (e.g. OS/2 version 1.2 from IBM) that supports peer to peer networking. The PC 54 has a Moore Forms Print Server. Therefore, CLF 12 communicates directly with PC 54 through controller 53 automatically, without "bothering" host

The major menu items provided to the user of the FAP 14 are provided on menu screens. The main menu will allow selection of the forms design program, updating the central library with selected forms, defining a form profile for a current form, defining form fields for a current form, customer profile information, CLF profile information, and a customer profile query. Many others may also be provided. Typical screens for each of these above specific menu items are as follows:

For forms design, a list of the design software defined for a particular customer will be displayed, e.g.:

    ______________________________________
    Form  Profile  Library  Reports  Utility  Exit
    Run Form Design Program
    Enter Customer ID: 3-1234567-00000
     Form SW
     JFDESIGN
     PERFORM
     F3
    Char Mode: Replace Page 3   Count: 3
    ______________________________________

For downloading information (e.g. forms and release dates) to the CLF 12:

    __________________________________________________________________________
    Update  Exit
    Update Central Library with Selected Forms.
    CLF ID:  SAVANNAH  CENTRAL LIBRARY UPDATE
    Select
        Customer ID
                 Form ID Rev Status Dist Date
    __________________________________________________________________________
        3-1234567-00000
                 TINFORM 0   Completed
        3-1234567-00000
                 SIGDEMO 0   Completed
        3-1234567-00000
                 UMIVFILL
                         0   Completed
    Press [F5] to return to menu
    To select Form for Library Update, enter `*'. To save selections, press
    [F10].
     Char Mode: Replace  Page 1   Count: 3
    __________________________________________________________________________

For encoding a variable data information field, which is sent to the CLF 12 and verified there:

    __________________________________________________________________________
    Profile  Query  Ext
    Define Form Profile for current form.
    __________________________________________________________________________
                FORM FIELDS
    Field Name
          TIMFLD1     Sequence 1      Location 2 .times. 4 in
    Field Type
          CHAR  Length 8    Format*******X
    Validation
          NONE
    Calculation
          NONE
    Field Name
          TIMFLD2     Sequence 2      Location 2 .times. 3 in
    Field Type
          CHAR  Length 10   Format********X
    Validation
          NONE
    Calculation
          NONE
    Field Name
          TINFLD3     Sequence 3      Location 4 .times. 4 in
    Field Type
          DATE  Length 8    FormatMM-DD-YY
    Validation
          NONE
    Calculation
          NONE
    Press [F5] to return to menu
    Char Mode:  Replace  Page 2   Count: 3
    __________________________________________________________________________

For illustrating form profile information for a form which has been created:

    __________________________________________________________________________
    Fields  Query  Exit
    Define Form Fields for current form.
    FORM PROFILE INFORMATION
    Cust ID  3-1234567-00000 Cust Name XYZ BANK
    Form ID  TINFORM  Descr  CUSTOMER ADD &
    TIN CHANGES-HP W/S2 CART.
    Revision  0  Form Status  NEW  Release Status COMPLETED
    Form Path  C:\XYZBANK
    Form Width
            8.5    No. of Pages 1
                           FORM FILES:
    Form Length
            11     No. of Parts 1
                           File Name
                                    PD Type
                                          CLF ID
    __________________________________________________________________________
    Orientation
            PORTRAIT
                   Duplex N
                           TINFORM.IFD
                                    HP S  SAVANNAH
    Form SW JFDESIGN       TINFORM.MDF
                                    HP C  SAVANNAH
                           TINFORM.PRT
                                    HP P  SAVANNAH
         By Date
    Created
         FAP
            19-NOV-90
    Modified
         FAP
            19-NOV-90
    Released
    Press [F5] to return to menu
    Char Mode:  Replace  Page 1   Count: 1
    __________________________________________________________________________

An exemplary screen for inputting data, e.g. customer profiles, is:

    __________________________________________________________________________
    Query  Exit
    Move to query screen
    CUSTOMER PROFILE INFORMATION
    Cust ID 3-1234567-00000  Directory C:\CSBANK
    Cust Name XYZ BANK Phone Number (800) 800-8000
    Contact S. Jones   Fax Number (800) 800-8001
    CUSTOMER ADDRESS:  SHIPPING ADDRESS:
    Addr 222 MAIN STREET
                       Addr 222 MAIN STREET
    City SPRINGFIELD   City SPRINGFIELD
    State ME Zip 00001 State ME Zip 00001  Cntry USA
                       Attn S. JONES
    __________________________________________________________________________
    HWISW  HW/SW Name:
                     Description
    __________________________________________________________________________
    S      JFDESIGN  JETFORM DESIGN V. 2.1
    H      HPLJIID   HEWLETT-PACKARD LASERJET IID
    S      PERFORM   PERFORM V.2.1
    Press [F5] to return to menu
    Char Mode: Replace  Page 1   Count 1
    __________________________________________________________________________

An exemplary screen for inputting CLF profile information is:

    __________________________________________________________________________
    Query  Exit
    Move to guery screen
    CENTRAL LIBRARY FACILITY PROFILE INFORMATION
                                  Customer ID
    CLF ID    SPRINGFIELD         3-1234567-00000
    Location  XYZ BANK, SPRINGFIELD, ME
    Description
              IBM PS/2 MODEL 80, )S/2 V. 1.2
    Administrator
              S. JONES
    Phone Number
              (800) 800-8000
    Modem Number
              (800) 800-8002
    Fax Number
              (800) 800-8001
    Press [F5] to move to menu
    Char Mode:  Replace  Page 1   Count 1
    Exit
    Return to master record
    __________________________________________________________________________

An exemplary customer profile query screen is:

    ______________________________________
    CUSTOMER PROFILE QUERY
    Cust ID
    3-1234567-00000
                   Hardware/Software
    CLF ID           Type      Name
    ______________________________________
    SAVANNAH         H         HPLJIID
                     S         JFDESIGN
                     S         PERFORM
    ______________________________________

The data model diagram for FAP 14 is provided in FIG. 6. The same conventions are utilized here and as in the CLF data model diagram of FIG. 11. The connections in FIG. 6 refer to the relationship between the two entities; i.e. two entities connected by an arrow with one arrow head at one end and a double arrow head at the other end are said to have a "one-to-many" relationship. In a relational database construct, this means that for each parent record in the first entity there may/shall exist many child records in the second entity. A glossary of the individual tables of the FAP 14 illustrated in FIG. 6 is as follows:

    __________________________________________________________________________
    FORMS AUTOMATION PLATFORM TABLES
    DATA ENTITY NAME
                    ALIAS                   Ref. #
    __________________________________________________________________________
    ASSOCIATION INFO
                    CUSTOMER/CLF ASSOCIATION TABLE
                                            76
    CLF PROFILE     CLF MASTER TABLE        77
    CUSTOMER PROFILE
                    CUSTOMER MASTER TABLE   78
    DISTRIBUTION INFO
                    FORM DISTRIBUTION TABLE 79
    FIELD DESCRIPTIONS
                    FORM FIELD DEFINITION TABLE
                                            80
    FORM FILENAMES  FORM DISTRIBUTION FILENAMES TABLE
                                            81
    FORK PROFILES   FORM MASTER TABLE       82
    FORM SW & PRINTER INFO
                    FORMS SW/PRINTERS TABLE 83
    PRINTER IDENTIFIERS
                    FORM FILE PRINTER TYPES TABLE
                                            84
    SYSTEM PARAMETER INFO
                    FAP SYSTEM PARAMETER TABLE
                                            85
    __________________________________________________________________________

Each file typically has a number of elements, either of the number or character type, having predefined lengths. A listing of the elements, type (characters or numerical), field length, and description of the elements, for each of the tables 76-85 of FIG. 6 is as follows: ##SPC1##

FIG. 7 is a data flow diagram for the FAP 14. Utility, report generation, archiving, form maintenance, profile maintenance, and CLF 12 updating functions are provided, as illustrated in FIG. 7. The interrelationships between the various components as shown in FIG. 7 are more fully indicated by FIGS. 8a-8e.

FIG. 9 provides a flow chart indicating the general steps executed by FAP 14 for accessing the CLF 12 from the FAP to transfer form information. The program is initiated from a command file, as indicated at 100. A session with a target CLF 12 is allocated. This step is indicated since typically a vendor's FAP 14 can be associated with more than one CLF 12, for example a centralized location for the FAP 14 may serve a number of CLFs 12, one associated with each different customer (each customer having a plurality of geographically remote user stations). At 102, the files indicated for transfer are transferred from the FAP 14 to the targeted CLF 12, and confirmation is provided at 13. Then the remote CLF table population function is initiated at 104, and when that function is completed it is confirmed at 105. Data may then be sent to and from the CLF 12 from and to the FAP 14 at 106, for example data useful for determining the status of the forms. An acknowledgement is issued at 107, and any post completion processing done at 108 before the processing ends.

As illustrated in FIG. 10, the CLF 12 preferably communicates via modems 41 with the FAP 14, or token ring if located in the same facility, and via modems 42 with the host computer 34. In order to provide human interface, a terminal 143 having a video display 144 and a keyboard 145 and/or mouse 146, is provided associated with the CLF 12. Other technologies could also be utilized, such as optical disks, and the like, to store the forms on either magnetic or optical media.

As illustrated schematically in FIG. 3, major functions of the CLF 12 are forms management and distribution. The application software 29 creates, maintains, up-dates and ensures the integrity of the database 29 provided by CLF 12. The CLF 12 also processes end user requests inputted by device 143 (e.g. via the various electronic communications facilities already discussed), and distributes electronic forms to all of the user locations 15. Inherent in the CLF 12 is restricted user access based on security levels, the production of desired reports to support the customer's requirements, sorting of the contents of the library based upon user specified parameters, and up-dated processing. At the CLF a search will be conducted of the electronic forms database 29 on a predetermined basis, to determine all forms scheduled for release on a specified date. The forms will then be distributed based upon the end user profiles which have been designated. The CLF 12 is a logical entity, and its processes may be distributed over one or more processors, either directly on the customer's main frame 34, or at the vendor's facility, utilizing a file server, or the like.

User interface software executed by CLF 12 is menu driven in the preferred embodiment. The major menu items provided to the user of the CLF 12 main menu screen utilizing terminal 143 are forms, profile management, distribution management, release function, queries and report, and utilities. A typical main menu screen is as follows:

CENTRAL LIBRARY FACILITY MAIN MENU

Enter the Capital Letter of the Item Below and Press Enter.fwdarw.

Forms management

Profile management

Distribution management

Release function

Queries and reports

Utilities

F3=EXIT

The first item of selection is "Forms management" The Forms management menu typically appears as follows:

CENTRAL LIBRARY FACILITY FORMS MANAGEMENT MENU

Enter the Capital Letter of the Item Below and Press Enter.fwdarw.

List/delete/update forms

Field information list

Output format list

Print form

F2=REFRESH F3=EXIT

The first selectable item from the Forms management menu is the forms list. A forms list screen, showing descriptions and other information of a few exemplary forms might appear as follows:

    __________________________________________________________________________
    CENTRAL LIBRARY FACILITY
    FORMS LIST
    Type a P in the action column to print and press PF4.
                  Revision
                       Release
                            Creation
    Action Form Id
             Status
                  Date Date Date Forms Description
    __________________________________________________________________________
    .sub.-- CSADRTIN
             CUR  --   --   --   CUSTOMER ADDRESS & TI
    .sub.-- CSDEMOGR
             CUR  --   --   --   DEMOGRAPHIC INFORMATI
    .sub.-- CSSGNCRD
             CUR  --   --   --   SIGNATURE CARD
    .sub.-- CSUNIVER
             CUR  --   --   --   UNIVERSAL FORM
    .sub.--
    .sub.--
    .sub.--
    __________________________________________________________________________
     F3 = EXIT
     F4 = QUEUE PRINT

The last of the selectable items in the Forms management menu is the forms print selection, the screen for which might appear as follows:

    __________________________________________________________________________
    CENTRAL LIBRARY FACILITY
    PRINT FORMS
    Enter number of copies and destination for each form More:
    __________________________________________________________________________
                        NUMBER
                              PRINTER
                                    SITE
                                        CANCEL
    FORM ID
           FORM DESCRIPTION
                        COPIES
                              ID    ID  PRINT
    CSSGNCRD
           SIGNATURE CARD               N
    __________________________________________________________________________
     PF3 = EXIT
     PF4 = PROCESS REQUEST
     PF8 = NEXT FORM

By filling information into the prompt sections of this screen, an operator of CLF terminal 43 can schedule printing of a desired number of copies of specific forms to a desired printer at a desired use location.

The second menu item in the main menu is the profile management option. The typical profile management menu screen appears as follows:

CENTRAL LIBRARY FACILITY PROFILE MANAGEMENT MENU

Enter the Capital Letter of the Item Below and Press Enter.fwdarw.

User profile

Category profile

Site profile

corporate profile

Geographic profile

customer profile

group profile

Printer profile

F2=REFRESH F3=EXIT

The first selectable item of the profile management menu is the user profile, a screen of which appears as follows:

    __________________________________________________________________________
    USER PROFILE
    Update/Delete: Type "U" and/or "D" in
    ACTION column and press "ENTER"
    Add: Press F4; Associations: Type an "S" i ACTION
    column and press F6
    USER           CORP
                       GEO.
                           LOCK OUT
    ACT
       ID  USER NAME
                   ID  ID  FLAG
                               DATE   TIME
    __________________________________________________________________________
    -- TOM Tom
    -- CLA Cristie 111     Y   12-10-1990
                                      10:10:10
    -- DLY Donna
    -- FEA Fran
    -- JOE Joe     111 232
    -- JZA Julie
    -- SAM SAM
    D002
       END OF OUTPUT
    __________________________________________________________________________
     F2 = REFRESH
     F3 = EXIT
     F4 = ADD

If F4 is actuated from the above screen, then the following screen appears:

    __________________________________________________________________________
    USER PROFILE ADD
    Enter Data in all fields -- THEN press "ENTER"
    __________________________________________________________________________
    User ID . . . : .sub.--------     User Name . . . : .sub.--------
    Corporate ID . . . : .sub.--------
    Geographic ID . . . : .sub.--------
    Telephone No . . . : .sub.-------- Distribution Tickler Flag . . .
    .sub.-- Amin. flag. .sub.--
    Lock Out Data
    Lock Out Date: .sub.-------- Lock Out Time: .sub.-------- Lock Out Flag.:
    .sub.--
    version 0.1
    __________________________________________________________________________
     .ekF2 = REFRESH
     F3 = EXIT

The third selectable item from the profile management menu is the site profile. The site profile screen appears as follows:

    ______________________________________
    CENTRAL LIBRARY FACILITY
    SITE PROFILE
    Customer ID:        2-4561686-00000
    Customer Name:      State Bank
    Site ID
           Site Description
                          Geographic ID
                                      Network ID
    ______________________________________
    FLA001 Tampa Banking Dept
                          TPA001      FLATPA01
    GEO001 Atlanta Branch ATL001      GEOATL01
    NYC002 New York Branch
                          NYC001      NYNYC02
    CHI003 Chicago Branch CHI001      ILCHI01
    SCA001 South Carolina Office
                          CAE001      SCACAE01
    ______________________________________
     PF3 = EXIT

The sixth menu item on the profile management menu screen is the customer profile. When that menu item is selected, the customer profile screen typically appears as follows:

    ______________________________________
    CENTRAL LIBRARY FACILITY
    CUSTOMER PROFILE
    ______________________________________
    Customer ID:       2-4561686-00000
    Customer Name:     State Bank
    Address:           The American Road
                       Atlanta
                       GA 30123 USA
    Contact Name:      Don Jones
    Phone Number:      800-321-1234
    ______________________________________
     PF3 = EXIT

The Group profile of groups list item provides the following exemplary screen:

    ______________________________________
    GROUPS LIST
    UPDATE/DELETE: Type U and/or D in action
    column and press Enter. ADD: Press F4;
    ASSOCIATION: Type an S in action column and press F6.
    Action   Group ID   Seq. #   Group Description
    ______________________________________
    --       G1         1        Test 1
    --       G2         1        Test 2
    --       G2         2        Test 3
    --       G3         1        Test 4
    --       G3         2        Test 5
    --       G3         3        Test 6
    --       GRP101     1        New Group Added
    --       MRC001     1        First MRC Group
    D002     END OF OUTPUT
    ______________________________________
     F3 = EXIT
     F4 = ADD
     F6 = ASSOCIATIONS
     F12 = CANCEL

If F4 is actuated from the above screen, then the following exemplary screen appears.

    ______________________________________
    ADD DISTRIBUTION GROUP
    ______________________________________
    Type in entries for the distribution group and
    press <Enter> to add,
    Group Id . . . .sub.------
    Sequence Number . . . .sub.----
    Group Description . . . .sub.----------
    ______________________________________
     F3 = EXIT
     F12 = Cancel

If F6 is actuated from the Groups list screen, then the following appears:

    ______________________________________
    ASSOCIATION MENU
    Type the Id of a base item and press <Enter>,
    OR type an "S" and press <Enter> for a
    selection listing of the base item.
    Base Item    Id     Association Items
    ______________________________________
    .sub.-- FORM . . .
                 .sub.------
                        .sub.-- GROUPS
    .sub.-- GROUP ID . . .
                 .sub.------
                        .sub.-- FORMS
                                     .sub.-- SITES
    SEQ. NUMBER . . .
                 .sub.----
    .sub.-- USER . . .
                 .sub.------
                        .sub.-- SITES
    .sub.-- SITE . . .
                 .sub.------
                        .sub.-- USERS
                                     .sub.-- PRINTERS
                        .sub.-- GROUPS
    .sub.-- PRINTER . . .
                 .sub.------
                        .sub.-- SITES
    ______________________________________
     F3 = Exit
     F12 = Cancel

Upon insertion of a particular group ID from the groups list screen (e.g. "G1"), the following exemplary screen appears:

    __________________________________________________________________________
    SITES ASSOCIATED WITH A GROUP
    Group ID: G1  SEQ:  1   DESC: TEST 1
    ADD: Press F4; DELETE: Type a "D" in action column and press <Enter>.
       SITE             CORP
                            GEO.             NET
    ACT
       ID    DESCRIPTION
                        ID  ID  MODEM TELEPHONE
                                             ID
    __________________________________________________________________________
    -- KANSAS
             KANSAS
    -- S1
    -- SIT101
             NEW SITE ADDED
    -- WISC  WISCONSIN
    D002
       END OF OUTPUT
    __________________________________________________________________________
     F3 = EXIT
     F4 = ADD
     F12 = CANCEL

If F4 is actuated from the above screen, then the following exemplary screen appears, to support data entry to get sites associated with a group:

    __________________________________________________________________________
    ADD SITES ASSOCIATED WITH A GROUP
    To add items to the association list, type one or more "S" in MORE: +
    the action column and press <Enter>.
       SITE             CORP
                            GEO.             NET
    ACT
       ID    DESCRIPTION
                        ID  ID  MODEM TELEPHONE
                                             ID
    __________________________________________________________________________
    -- ALA   ALABAMA
    -- CALIF CALIFORNIA
    -- COLO  COLORADO                        COLNET
    -- FLA   FLORIDA                         FLAKET
    -- KANSAS
             KANSAS
    -- MASS  MASSACHUSETTS
    -- MICH  MICHIGAN
    -- MINN  MINNESOTA          55543210000000000
    -- S1
    -- S2
    -- S3
    -- SIT101
             NEW SITE
             ADDED 12-1-90
    __________________________________________________________________________
     F3 = EXIT
     F8 = FWD
     F12 = CANCEL

The last selectable item on the profile management menu is the printer profile option. When the printer profile option is selected, the screen that typically appears is as follows:

    ______________________________________
    CENTRAL LIBRARY FACILITY
    PRINTER PROFILE
    Customer ID:  2-4561686-00000
    Customer Name:
                  State Bank
    Printer ID
              Printer Type
                          Printer Manufacturer Name
    ______________________________________
    01        PS          Adobe PostScript
    02        HP          Hewlett Packard LaserJet
    03        AF          IBM 3800 Printers
    04        AF          IBM 4019 Printer
    05        MF          XEROX 9700 Printer
    ______________________________________
     PF3 = EXIT

The third selectable item on the main menu is the distribution management function. If that function is selected, the screen that typically appears is as follows:

CENTRAL LIBRARY FACILITY DISTRIBUTION MENU

Enter the Capital Letter of the Item Below and Press Enter.fwdarw.

New form distribution cycle

Add form distribution

Delete form distribution

FS=REFRESH F3=EXIT

The fourth selectable item on the main menu is the release function. If that function is selected, the screen that typically would appear is as follows:

CENTRAL LIBRARY FACILITY RELEASE FORMS MENU

Enter the Capital Letter of the Item Below and Press Enter.fwdarw.

Release forms to site

Automatic release

release From remote site

F2=REFRESH F3=EXIT

The first selectable item on the release forms menu is to release the form to desired sites. If that item is selected, the typical screen that would appear is as follows:

CENTRAL LIBRARY FACILITY RELEASE TO SITES

Do you wish to release New/revised forms (N) or All forms (A)?

Enter Selection here (N, A)>

Also select one of the choices below:

Release All Forms to All Sites

Release All Forms for Specific Site(s)

Release Specific Forms(s) to All Sites

Release Specific Form(s) to Specific Sites

F2=Refresh F3=Exit

The above provides a description for the major screens that appear in the implementation of the CLF 12 functions, although other screens are provided too, for example customer specific screens depending upon what queries and reports are desired, and conventional utilities functions.

FIG. 11 is a data model diagram for the CLF 12. The individual components illustrated in FIG. 11 are individual files which have particular elements or records therein in predefined fields and with predefined addresses. The bare essentials of the system are contained within the dotted lines, but the other files are also important for ultimate maximum utilization. The connections in FIG. 11 refer to the relationship between the two entities; i.e. two entities connected by an arrow with one arrow head at one end and a double arrow head at the other end are said to have a "one-to-many" relationship. In a relational database construct, this means that for each parent record in the first entity there may/shall exist many child records in the second entity. In the preferred embodiment, the various files have the following major elements:

The customer profile file 150 contains all relevant information about the customer. The configuration of that file is as follow:

    __________________________________________________________________________
    TABLE NAME: CUSTOMER PROFILE  ALIAS: CP
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID
                 CP.sub.-- CUS.sub.-- ID
                              1   006 Uniquely identifies each customer.
    Country Indicator
                 CP.sub.-- MBF.sub.-- CTRY.sub.-- ID
                              E   001 Country indicator for the customer ID.
    Customer ID  CP.sub.-- MBF.sub.-- ID
                              E   015 Corporate identifier for a customer.
    Customer Name
                 CP.sub.-- NME
                              E   030 Name of customer.
    ADDR1        CP.sub.-- ADR.sub.-- 1
                              E   030 Street address one.
    ADDR2        CP.sub.-- ADR.sub.-- 2
                              E   030 Street address two.
    City         CP.sub.-- CTY
                              E   030 Name of city.
    State Prov   CP.sub.-- STE
                              E   004 State or province abbreviation.
    Zip          CP.sub.-- ZIP
                              E   010 The customer's zip code (U.S.) or
                                      postal code.
    Country      CP.sub.-- CTRY
                              E   004 Name of country in which the customer
                                      is located.
    Num Versions CP.sub.-- NBR.sub.-- ARC
                              E   001 Number of archived form versions to
                                      keep.
    Contact Name CP.sub.-- CTC
                              E   030 Name of the contact person at the
                                      customer location.
    Contact Phone
                 CP.sub.-- CTC.sub.-- TEL
                              E   015 Phone number of the customer contact
                                      person.
    Customer Status
                 CP.sub.-- STA.sub.-- CDE
                              E   001 Current CLF customer status `D' =
                                      deleted `A' = Active
    Customer Status Date
                 CP.sub.-- STA.sub.-- DTE
                              E   008 Date of status change for customer
    CLF ID       CP.sub.-- CLF.sub.-- ID
                              E   010 A unique identifier for each customer's
                                      CLF
    Num Levels   CP.sub.-- NBR.sub.-- LVL
                              E   001 The number of corporate organization
                                      levels to be used
    Level Name 1 CP.sub.-- CORP.sub.-- LVL.sub.-- 1
                              E   015 First name for corporate level
                                      definition
    Level Name 2 CP.sub.-- CORP.sub.-- LVL.sub.-- 2
                              E   015 Second name for corporate level
                                      definition
    Level Name 3 CP.sub.-- CORP.sub.-- LVL.sub.-- 3
                              E   015 Third name for corporate level
                                      definition
    Key Data:
    Primary Key (CLF Customer ID)
    Indexes:
    Name On Columns
                   Type of Work
    __________________________________________________________________________
    Cusidx
         CLF Customer ID
                   Primary, Ascending, Unique
    Relationship to Other Tables:
    Parent of:     Form Profile
                   Category Profile
                   Printer Profile
                   Corporate Profile
                   Geographic Profile
                   User Profile
                   Site Profile
                   Group Profile All Tables are Access Thru CLF Customer
    __________________________________________________________________________
                   ID

As many corporate level definitions may be provided as is necessary in order to meet the customer's needs.

The corporate profile provides a file 151 for the customer to charge back the forms to various entities within the organization. This file typically has the same number of levels as the number of levels for the corporate level definition in the customer profile file 150. An exemplary corporate profile file 151 is as follows:

    __________________________________________________________________________
    TABLE NAME: CUSTOMER PROFILE  ALIAS: CO
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID           1   006 Uniquely identifies each customer.
    Corporate ID              2   006 Code for each different corporate
                                      profile for a
                                      customer
    Level I                   E   020 Highest level in corporate
                                      organization.
    Level 2                   E   020 Second highest level in corporate
                                      organization.
    Level 3                   E   020 Third highest level in corporate
                                      organization.
    Key Data:
    Primary Key (CLF Customer ID, Corporate ID)
    Foreign Key FK.sub.-- CORPA (CLF Customer ID)
       References Customer Profile
       on Delete Cascade;
    Indexes:
    Name  On Columns
                    Type of Index
    __________________________________________________________________________
    CORPIDX
          CLF Customer ID
                    Primary, Ascending, Unique
          Corporate ID
    Relationship to Other Tables:
    Parent of:     User Profile Thru CLF Customer ID, Corporate ID
                   Site Profile Thru CLF Customer ID, Corporate ID
    Dependent of:  Customer Profile Thru CLF Customer ID
    __________________________________________________________________________

The geographic profile file 152 has data for the various geographically remote user locations, such as branches, offices, etc. A typical geographical profile file 152 is configured as follows:

    __________________________________________________________________________
    TABLE NAME: GEOGRAPHIC PROFILE  ALIAS: GP
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID           1   006 Uniquely identifies each customer.
    Geographic ID             2   006 Unique Code for each different
                                      geographic profile used
    SKSA-Code                 E   003
    Country Name              E   004 Name of Country (International Code).
    Region Name               E   020 Name of Region.
    State/Province Name       E   004 Name of State or Province.
    State Region Name         E   020 Name of Region within a State or
                                      Province.
    City Name                 E   030 Name of City.
    City Region Name          E   030 Name of Region within City.
    Building/Branch ID        E   015 Code to Identify a Building or Branch.
    Floor Number              E   003 Number of the Floor in the Building.
    Key Data:
    Primary Key (CLF Customer ID, Geographic ID)
    Foreign Key FK.sub.-- GEOA (CLF Customer ID)
       References Customer Profile
       on Delete Cascade;
    Indexes:
    Name  On Columns  Type of Index
    __________________________________________________________________________
    DEOIDX
          CLF CUSTOMER ID
                      PRIMARY, ASCENDING, UNIQUE
          GEOGRAPHIC ID
    Relationship to Other Tables:
    Parent of: User
                   Profile Thru CLF Customer ID, Geographic ID
                   Site Profile Thru CLF Customer ID, Geographic ID
    Dependent of:  Customer Profile Thru CLF Customer ID
    __________________________________________________________________________

The security table 153 limits access to the various files in the data model of FIG. 11 to ensure that only people with the appropriate responsibility can command the system to perform important functions. The typical configuration of the security table 153 is as follows:

    __________________________________________________________________________
    TABLE NAME: SECURITY  ALIAS: SE
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID           1   006 Uniquely identifies each customer.
    User ID                   2   006 The Logon ID associated with each CLF
                                      user.
    Password                  3   006 The Password associated with each user
                                      ID.
    Security Funct            E   001 The Authority to maintain the security
                                      table.
    Prof Mgmt Funct           E   001 The Authority to maintain profile
                                      tables.
    Form Mgmt Funct           E   001 The Authority to maintain the central
                                      forms library.
    Dist Funct                E   001 The Authority to control form
                                      distribution to end sit
    Release Funct             E   001 The Authority to release forms to the
                                      end user site.
    Report Funct              E   001 The Ability to produce reports.
    Security Level            E   001 Defines the level of authority for each
                                      user.
    Distribution Tickler Flag E   001 Flag to indicate if new forms have
                                      arrived in the
                                      system.
    Key Data:
    Primary Key (CLF Customer ID, User ID, Password)
    Foreign Key FK.sub.-- Sea (CLF Customer ID, User ID)
       References User Profile
       On Delete Cascade;
    Indexes:
    Name  On Columns  Type of Work
    __________________________________________________________________________
    SEIDX CLF Customer ID
                      Primary, Ascending, Unique
          User ID
          Password
    Relationship to Other Tables:
    Dependent of:  User Profile Thru CLF Customer ID, User ID
    __________________________________________________________________________

The user profile file 154 describes the end user, and it is interrelated with the security table 153. A typical configuration of the user profile file 154 is as follows:

    __________________________________________________________________________
    TABLE NAME: USER PROFILE  ALIAS: UP
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID           1   006 Uniquely identifies each customer.
    User ID                   2   006 The Logon ID associated with each CLF
                                      user.
    User Name                 E   030 Name of User.
    User Phone                E   015 Telephone number of user.
    Lock Out Flag             E   001 Indicator which allows or prevents a
                                      user from signing
                                      on.
    Lock Out Date             E   002 Date a user's ID is locked due to
                                      invalid access
                                      attempts.
    Lock Out Time             E   008 Time a user's ID is locked due to
                                      invalid access
                                      attempts.
    Corporate ID              E   006 Code for each different corporate
                                      profile for a
                                      customer.
    Geographic ID             E   006 Unique code for each different
                                      geographic profile
                                      used.
    Distribution Tickler Flag E   001 Flag to indicate new forms have arrived
                                      in the
                                      database.
    Key Data:
    Primary Key (CLF Customer ID, User ID)
    Foreign Key FK.sub.-- USERA (CLF Customer ID, Corporate ID)
       References Corporate Profile
       On Delete Restrict;
    Foreign Key FK.sub.-- USERB (CLF Customer ID, Geographic ID)
       References Geographic Profile
       On Delete Restrict;
    Foreign Key FK.sub.-- USERC (CLF Customer ID)
       References Customer Profile
       On Delete Restrict;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    USERIDX
           CLF Customer ID
                        Primary, Ascending, Unique
           User ID
    USERIDXA
           CLF Customer ID
                        Ascending
           Corporate ID
    USERIDXB
           CLF Customer ID
                        Ascending
           Geographic ID
    Relationship to Other Tables:
    Parent of:     User/Site Thru CLF Customer ID, Site
                   Security Thru CLF Customer ID, User ID
                   Customer Profile thru CLF Customer ID
                   Corporate Profile thru CLF Customer ID, Corporate ID
                   Geographic Profile thru CLF Customer ID, Geographic
    __________________________________________________________________________
                   ID

The site profile 155 is interrelated with the geographic and corporate profiles. A file in the site profile 155 is provided for each user location. Typically hardware, such as a printer 16 and/or a PC (e.g. 94, at 15), is provided at the geographically remote user locations which correspond to the files in the site profile 155. A typical configuration of the site profile file 155 is as follows:

    __________________________________________________________________________
    TABLE NAME: SITE PROFILE  ALIAS: ST
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID
                 ST.sub.-- CLF.sub.-- CUS.sub.-- ID
                              1   006 Uniquely identifies each customer.
    Site ID      ST.sub.-- SITE.sub.-- ID
                              2   006 Identifier to uniquely identify a site
                                      for a customer.
    Site Description
                 ST.sub.-- DESCRIPTION
                              E   030 Description of site
    Corporate ID ST.sub.-- CORP.sub.-- ID
                              E   006 Code for each different corporate
                                      profile for a
                                      customer
    Geographic ID
                 ST.sub.-- GEO.sub.-- ID
                              E   006 Unique code for each different
                                      geographic profile used
    Modem Phone  ST.sub.-- MODEM.sub.-- TEL
                              E   015 The phone number to be dialed for
                                      communications.
    Network ID   ST.sub.-- NETWORK.sub.-- ID
                              F   004 The physical communication identifier
    Data Type    ST.sub.-- CHR.sub.-- TYP
                              F   001 Code to indicate if the site is ASCII
                                      or EBCIDIC
                                      data type
    Key Data:
    Primary Key (CLF Customer ID, Site ID)
    Foreign Key FK.sub.-- SITEA (CLF Customer ID)
       References Customer Profile
       On Delete Restrict;
    Foreign Key FK.sub.-- SITEB (CLF Customer ID, Corporate ID)
       References Corporate Profile
       On Delete Restrict;
    Foreign Key FK.sub.-- SITEC (CLF Customer ID, Geographic ID)
       References Geographic Profile
       On Delete Restrict;
    Indexes:
    Name   On Columns   Type of Work
    __________________________________________________________________________
    SITEIDX
           CLF Customer ID
                        Primary, Ascending, Unique
           Site ID
    SITEIDXA
           CLF Customer ID
                        Ascending
           Corporate ID
    SITEIDXB
           CLF Customer ID
                        Ascending
           Geographic ID
    Relationship to Other Tables:
    Parent of:     User/Site Profile thru CLF Customer ID, Site ID
                   Site/Printer Profile thru CLF Customer ID, Site ID
                   Site/Group Profile thru CLF Customer ID, Site ID
    Dependent of:  Customer Profile thru CLF Customer ID
                   Corporate Profile thru CLF Customer ID, Corporate ID
                   Geographic Profile thru CLF Customer ID, Geographic
    __________________________________________________________________________
                   ID

Interrelated with the user profile 154 and the site profile 155 is the user/site data file 156. This relates a user to a site; a user can only access forms and perform functions as they relate to their accelerated site. A typical configuration of element 156 is as follows:

    __________________________________________________________________________
    TABLE NAME: SITE/USER DATA  ALIAS: SU
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID           1   006 Uniquely identifies each customer.
    Site ID                   2   006 Identifier to uniquely identify a site
                                      for a customer
    User ID                   3   006 The Logon ID associated with each CLF
                                      user.
    Key Data:
    Primary Key (CLF Customer ID, Site ID, User ID)
    Foreign Key FK.sub.-- SUA (CLF Customer ID, User ID)
       References User Profile
       On Delete Cascade;
    Foreign Key FK.sub.-- SUB (Clf Customer ID, Site ID)
       References Site Profile
       On Delete Cascade;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    SUIDX  CLF Customer ID
                        Primary, Ascending, Unique
           Site ID
           User ID
    SUIDXA CLF Customer ID
                        Ascending
           User ID
    SUIDKB CLF Customer ID
                        Ascending
           Site ID
    Relationship to Other Tables:
    Dependent of:  User Profile thru CLF Customer ID, User ID
                   Site Profile thru CLF Customer ID, Site ID
    __________________________________________________________________________

The group profile file 157 relates to groups of forms. A group is a particular combination of electronic forms, i.e. a segmentation scheme for the forms, grouped for the purpose of distribution to sites or different organizations. A typical configuration of the group profile file 157 is as follows:

    __________________________________________________________________________
    TABLE NAME: GROUP PROFILE  ALIAS: GR
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID
                 GR.sub.-- CLF.sub.-- CUS.sub.-- ID
                              1   006 Uniquely identifies each customer.
    Group ID     GR.sub.-- GRP.sub.-- ID
                              2   006 Code to uniquely identify the
                                      distribution group.
    Group Sequence Number
                 GR.sub.-- GRP.sub.-- SEQ.sub.-- NBR
                              3   003 Sequence number to control level within
                                      a group.
    Group Description
                 GR.sub.-- GRP.sub.-- DSC
                              E   030 Description of the distribution group.
    Key Data:
    Primary Key (CLF Customer ID, Group ID, Group Sequence Number)
    Foreign Key FK.sub.-- GRPA (CLF Customer ID)
       References Customer Profile
       On Delete Cascade;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    GRPIDX CLF Customer ID
                        Primary, Ascending, Unique
           Group ID
           Group Sequence Number
    Relationship to Other Tables:
    Parent of:     Site/Group thru CLF Customer ID, Group ID, Group Sequence
                   Number
                   Group/Form thru CLF Customer ID, Group ID, Group Sequence
                   Number
    Dependent of:  Customer Profile thru CLF Customer ID
    __________________________________________________________________________

Interfacing between the site profile 155 and the group profile 157 is the site/group data file 158. This assigns a group to a site--i.e. specific groups of forms are distributed to the sites they are associated with. A typical configuration of the file 158 is as follows:

    __________________________________________________________________________
    TABLE NAME: SITE/GROUP DATA  ALIAS: SG
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID
                 SG.sub.-- CLF.sub.-- CUS.sub.-- ID
                              1   006 Uniquely identifies each customer.
    Site ID      SG.sub.-- SITE.sub.-- ID
                              2   006 Identifier to uniquely identify a site
                                      for a customer
    Group ID     SG.sub.-- GRP.sub.-- ID
                              3   006 Code to uniquely identify the
                                      distribution group
    Group Sequence Number
                 SG.sub.-- GRP.sub.-- SEQ.sub.-- NBR
                              4   003 Sequence number to control level within
                                      a group
    Key Data:
    Primary Key (CLF Customer ID, Site ID, Group ID, Group Sequence Number)
    Foreign Key FK.sub.-- SGA (CLF Customer ID, Site ID)
       References Site Profile
       On Delete Cascade;
    Foreign Key FK.sub.-- SGB (CLF Customer ID, Site ID)
       References Group Profile
       On Delete Cascade;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    SGIDX  CLF Customer ID
                        Primary, Ascending, Unique
           Site ID
           Group ID
           Group Sequence Number
    SGIDXA CLF Customer ID
                        Ascending
           Site ID
    SGIDXB CLF Customer ID
                        Ascending
           Group ID
           Group Sequence Number
    Relationship to Other Tables:
    Dependent of:  Site Profile thru CLF Customer ID, Site ID
                   Group Profile thru CLF Customer ID, Group ID, Group
                   Sequence Number
    __________________________________________________________________________

The printer profile file 159 has information regarding the model and manufacture of each of the printers that will be controlled by the computers of the system 10. The typical configuration of the printer profile file 159 is as follows:

    __________________________________________________________________________
    TABLE NAME: PRINTER PROFILE  ALIAS: PP
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID
                 PP.sub.-- CLF.sub.-- CUS.sub.-- ID
                              1   006 Uniquely identifies each customer.
    Printer ID   PP.sub.-- PTR.sub.-- ID
                              2   006 Code to uniquely identify each
                                      printer.
    Printer Type PP.sub.-- PTR.sub.-- TYP
                              E   002 Code of printer type (see list below).
    Printer Type Description
                 PP.sub.-- PTR.sub.-- DSC
                              E   015 Description of the printer and printer
                                      type
    Printer MFR Name
                 PP.sub.-- PTR.sub.-- MFR.sub.-- NME
                              E   020 Name of printer manufacturer
    Key Data:
    Primary Key (CLF Customer ID, Printer ID)
    Foreign Key FK.sub.-- PTRA (CLF Customer ID)
       References Customer Profile
       On Delete Cascade;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    PTRIDX CLF Customer ID
                        Primary, Ascending, Unique
           Printer ID
    Relationship to Other Tables:
    Parent of:     Site/Printer Thru CLF Customer ID, Printer ID
    Dependent of:  Customer Profile thru CLF Customer ID
    Printer Type Codes:
    Code      Description
    __________________________________________________________________________
    HP        HP PCL
    H5        HP PCL 5
    AF        AFP
    MF        META FILE
    DT        DOT MATRIX
    XC        XICS
    PS        POSTSCRIPT
    DC        DOT MATRIX COLOR
    __________________________________________________________________________

Interrelated with the site profile file 155 and the printer profile file 159 is the site/printer data file 160. Some forms will be printed at the user sites, while other forms will be printed by the vendor. The site/printer data file 160 is utilized only for those forms which will be printed by the user at the user's locations, which printers (e.g. 16) may have different printer formats. A typical configuration of the site/printer data file 160 is as follows:

    __________________________________________________________________________
    TABLE NAME: SITE/PRINTER DATA  ALIAS: SP
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID
                 SP.sub.-- CLF.sub.-- CUS.sub.-- ID
                              1   006 Uniquely identifies each customer
    Site ID      SP.sub.-- SITE.sub.-- ID
                              2   006 Identifier to uniquely identify a site
                                      for a customer
    Printer ID   SP.sub.-- PTR.sub.-- ID
                              3   006 Identifier to uniquely identify a
                                      printer
    Printer Type SP-PTR-TYP   4   002 Code of printer type (see list below
                                      under printer
                                      profile)
    Key Data:
    Primary Key (CLF Customer ID, Site ID, Printer Type)
    Foreign Key FK.sub.-- SPA (CLF Customer ID, Site ID)
       References Site Profile
       On Delete Cascade;
    Foreign Key FK-SPB (CLF Customer ID, Printer ID)
       References Printer Profile
       On Delete Cascade;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    SPIDX  CLF Customer ID
                        Primary, Ascending, Unique
           Site ID
           Printer ID
    SPIDXA CLF Customer ID
                        Ascending
           Site ID
    SPIDXB CLF Customer ID
                        Ascending
           Printer ID
    Relationship to Other Tables:
    Parent of:     Distribution Profile thru CLF Customer ID, Site ID,
                   Printer ID
    Dependent of:  Printer Profile thru CLF Customer ID, Printer ID
                   Site Profile Thru CLF Customer ID, Site ID
    __________________________________________________________________________

The distribution data file 161 is interrelated to the site/printer data file 160 and the form profile data file 162. The typical configuration of the distribution data file 161 is as follows:

    __________________________________________________________________________
    TABLE NAME: DISTRIBUTION PROFILE  ALIAS: DP
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID
                 DP.sub.-- CLF.sub.-- CUS.sub.-- ID
                              1   006 Uniquely identifies each customer
    FORM ID      DP.sub.-- FRM.sub.-- ID
                              2   008 Code to uniquely identify a form for a
                                      customer
    SITE ID      DP.sub.-- SIT.sub.-- ID
                              3   006 Identifier to uniquely identify a site
                                      for a customer
    Printer Type DP.sub.-- PTR.sub.-- TYPE
                              4   002 Code of printer type (see list on
                                      printer profile)
    Printer ID   DP.sub.-- PTR.sub.-- ID
                              5   006 Code to uniquely identify a printer
    Release Code SP.sub.-- RLS.sub.-- CDE
                              E   001 Code to indicate release action (see
                                      list below)
    Xmit Date    DP.sub.-- XMIT.sub.-- DTE
                              E   008 Date the form was transmitted
                                      (released) to the site
    Key Data:
    Primary Key (CLF Customer ID, Form ID, Site ID, Printer ID)
    Foreign Key FK.sub.-- DPA (CLF Customer ID, Form ID)
       References Form Profile
       on Delete Cascade;
    Foreign Key FK.sub.-- DPB (CLF Customer ID, Site ID, Printer ID, Printer
    Type)
       References Site/Printer Data
       On Delete Cascade;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    DPIDX  CLF Customer ID
                        Primary, Ascending, Unique
           Form ID
           Site ID
           Printer ID
    DPIDXA CLF Customer ID
                        Ascending
           Form ID
    DPIDXB CLF Customer ID
                        Ascending
           Site ID
           Printer ID
           Printer Type
    DPIDXC CLF Customer ID
                        Ascending
           Printer Type
    Relationship to Other Tables:
    Dependent of:  Site/Printer Data thru CLF Customer ID, Site ID, Printer
                   ID
                   Form Profile thru CLF Customer ID, Form ID
    Release Codes:
    Code      Description
    __________________________________________________________________________
    0         Form is current
    1         Form is new to distribution
    2         Forms has been revised
    9         Form is inactive (logically deleted)
    __________________________________________________________________________

The form profile data file 162 has stored therein the elements of each form and characteristics of the form, e.g. descriptive information. Typically, a number of electronic forms will be stored therein that are identical except for printer formatting since it is necessary to be able to print the same form on a number of different types of printers. The necessary elements for recordation of each form include a unique identifier, a description of the form, the name of the software package (e.g. DOCS) used to design the form, a code to indicate whether the form is new or revised, when the form was created and/or last revised, when the form is to be released and/or the previous release dates, the number of parts to the form, the code to identify whether it has a landscape or portrait orientation, the length of the form, and the width of the form. A typical configuration of the form profile data file 162 is as follows:

    __________________________________________________________________________
    TABLE NAME: FORM PROFILE  ALIAS: FP
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE. KEY
                                  LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID
                 FP.sub.-- CLF.sub.-- CUS.sub.-- ID
                               1  006 Uniquely identifies each customer.
    Form ID      FP.sub.-- FORM.sub.-- ID
                               2  008 Code to uniquely identify a fore for a
                                      customer.
    Form Sub ID  FP.sub.-- FRM.sub.-- SUB.sub.-- ID
                               3  003 Code to uniquely identify each revision
                                      of the form.
    Customer Catalog Number
                 FP.sub.-- CUS.sub.-- CAT.sub.-- NBR
                               E  015 Customers number to identify the form.
    Form Description
                 FP.sub.-- Description
                               E  030 Description of form.
    Form Design Software
                 FP.sub.-- Design.sub.-- SFW
                               E  010 Software package used to design the
                                      form.
    Form Status Code
                 FF.sub.-- STA.sub.-- CDE
                               E  001 Code to indicate that the form is new
                                      or revised.
    Form Creation Date
                 FP.sub.-- CRE.sub.-- DATE
                               E  010 Date form was created (from FAP).
    Form Revision Date
                 FP.sub.-- REV.sub.-- DATE
                               E  010 Date form was last revised (from FAP).
    Form Release Date
                 FP.sub.-- RLS.sub.-- DATE
                               E  010 Date the form is to be released to
                                      users.
    Prior Release Date
                 FP.sub.-- OLD.sub.-- RLS.sub.-- DTE
                               E  010 Date of the previous release date
    Category ID  FP.sub.-- CTC.sub.-- ID
                               E  010 Code of form category to which a form
                                      is assigned
    FAP ID       FP.sub.-- FAP.sub.-- ID
                               E  010 Unique identifier of the FAP that
                                      created the form.
    FAP Phone Modem
                 FP.sub.-- FAP.sub.-- TEL.sub.-- MODEM
                               E  015 Telephone number of the FAP modem.
    Number
    Number of Parts
                 FP.sub.-- NBR.sub.-- PRT
                               E  003 Number of parts to the form.
    Forms Orientation
                 FP.sub.-- ORT E  001 Code to identify landscape (L) or
                                      portrait (P) mode.
    Length of Form
                 FP.sub.-- LEN E  008 Length of the form.
    Width of the Form
                 FP.sub.-- WID E  008 Width of the form.
    Key Data:
    Primary Key (CLF Customer ID, Form ID, Form Sub ID)
    Foreign Key FK.sub.-- FPA (CLF Customer ID)
       References Customer Profile
       On Delete Cascade;
    Foreign Key FK.sub.-- FPB (CLF Customer ID, Category ID)
       References Category Profile
       On Delete Set Null;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    FPIDX  CLF Customer ID
                        Primary, Ascending, Unique
           Form ID
           Form Sub ID
    FPIDXA CLF Customer ID
                        Ascending
           Category ID
    Relationship to Other Tables:
    Parent of:     Distribution Profile thru CLF Customer ID, Form ID
                   Form Output Format thru CLF Customer ID, Form ID, Form Sub
                   ID
                   Form Field Information thru CLF Customer ID, Form ID, Sub
                   ID
    Dependent of:  Customer Profile thru CLF Customer ID
                   Category Profile thru CLF Customer TD, Category
    __________________________________________________________________________
                   ID

The category table file 163 is utilized to indicate the form category to which a particular form has been assigned. A typical configuration of the category table 163 is as follows:

    __________________________________________________________________________
    TABLE NAME: CATEGORY TABLE  ALIAS: CT
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID
                 CT.sub.-- CLF.sub.-- CUS.sub.-- ID
                              1   006 Uniquely identifies each customer.
    Category ID  CT.sub.-- CTG.sub.-- ID
                              2   010 Code of form category to which a form
                                      is assigned.
    Category Description
                 CT.sub.-- CTG.sub.-- DSC
                              E   030 Description of form category.
    Key Data:
    Primary Key (CLF Customer ID, Category ID)
    Foreign Key (FK.sub.-- CTA (CLF Customer ID)
       References Customer Profile
       on Delete Restrict;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    CTIDX  CLF Customer ID
                        Primary, Ascending, Unique
           Category ID
    Relationship to Other Tables:
    Parent of:     Form Profile thru Category ID
    Dependent of:  Customer Profile thru CLF Customer ID
    __________________________________________________________________________

Also interrelated with the form profile data file 162 are the usage statistics file 164, the form field information file 165, and the form output format file 166. A typical configuration of the usage statistics file 164 is as follows:

    __________________________________________________________________________
    TABLE NAME: USAGE STATISTICS  ALIAS: STAT
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID           E   006 Uniquely identifies each customer.
    Form ID                   E   008 Code to uniquely identify a form for a
                                      customer.
    Form Sub ID               E   002 Code to uniquely identify each revision
                                      of the form.
    User ID                   E   006 The logon ID associated with each CLF
                                      user.
    Printer Type              E   002 Code of printer type (HP-PCL,
                                      Postscript, etc.).
    Site ID                   E   006 Identifier to uniquely identify a site
                                      for a customer.
    Date Used                 E   002 Date the form was used
    Time Used                 E   002 Time the form was used
    Number of Copies          E   002 The number of copies printed at user
                                      site.
    __________________________________________________________________________

A typical configuration of the form field information file 165 used for form fill capabilities is as follows:

    __________________________________________________________________________
    NAME: FORM FIELD INFORMATION  ALIAS: FF
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID           1   006 Uniquely identifies each customer.
    Form ID                   2   008 Code to uniquely identify a form for a
                                      customer.
    Form SUB ID               3   003 Code to uniquely identify each revision
                                      of the form.
    Field Number              4   003 Sequential number of fields within a
                                      form.
    Field Name                E   020 Name of the field
    Data Description          E   040 Concise description of data used in
                                      this field
    Field Length              E   002 Describes the length of the field
    Field Format              E   005 Describes the field format.
    Field Type                E   001 Defines the field type, I.E. Numeric
    Field Location            E   040 The location of the data in the users
                                      file
    Key Data:
    Primary Key (CLF Customer ID, Form ID, Form Sub ID, Field Number)
    Foreign Key FK.sub.-- FF (CLF Customer ID, Form ID, Form Sub ID)
       References Form Profile
       on Delete Cascade;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    FFIDX  CLF Customer ID
                        Primary, Ascending, Unique
           Form ID
           Form Sub ID
           Field Number
    Relationship to Other Tables:
    Dependent of:  Form Profile thru CLF Customer ID, Form ID, Form Sub
    __________________________________________________________________________
                   ID

A typical configuration of the form output format file 166 provides how the form is to be printed--the various print formats available. It is as follows (note that the output format of each form may be "source", "print ready" (and various versions), or "compiled"):

    __________________________________________________________________________
    NAME: FORM OUTPUT FORMAT  ALIAS: FO
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID
                 FO.sub.-- CLF.sub.-- CUS.sub.-- ID
                              1   006 Uniquely identifies each customer.
    Form ID      FO.sub.-- FORM.sub.-- ID
                              2   008 Code to uniquely identify a form for a
                                      customer.
    Form Sub ID  FO.sub.-- FRM.sub.-- SUB.sub.-- ID
                              3   002 Code to uniquely identify each revision
                                      of the form.
    Output Format Type
                 FO.sub.-- FRMT.sub.-- TYP
                              4   001 Code that describes from type S =
                                      Source C = Compile
                                      P = Print Ready
    Printer Type FO.sub.-- PTR.sub.-- TYP
                              5   002 Code of printer type (HF-PCL,
                                      Postscript, etc.).
    Form Format File ID
                 FO.sub.-- FILENAME
                              E   012 File ID where form format data is
                                      stored. DOS 8.3
                                      Format.
    Compression Indicator
                 FO.sub.-- COMPRESS.sub.-- IND
                              E   001 Code to tell if the form is compressed.
                                      Y = Yes N = No
    Key Data:
    Primary Key (CLF Customer ID, Form ID, Form Sub IS, Output Format Type,
    Printer Type)
    Foreign Key FK.sub.-- FOA (CLF Customer ID, Form ID, Form Sub ID)
       References Form Profile
       On Delete Cascade;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    FOIDX  CLF Customer ID
                        Primary, Ascending, Unique
           Form 10
           Form Sub ID
           Output Format Type
           Printer Type
    Relationship to Other Tables:
    Dependent of:  Form Profile thru CLF Customer ID, Form ID, Form Sub
    __________________________________________________________________________
                   ID

The security interface for all of the files provided through menu file 167. A typical configuration of the file 167 is as follows:

    __________________________________________________________________________
    NAME: MENU  ALIAS: MENU
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    Security Level            1   000 Defines the level of authority for each
                                      user.
    Program ID
    Program Name
    Program Desc
    Screen Loc
    Trans ID
    Key Data:
    Primary Key (CLF Customer ID, ????)
    Foreign Key CATA (CLF Customer ID)
       References Customer Profile
       On Delete Cascade;
    __________________________________________________________________________

Where desired, as a dependent of the group profile file 157, a group/form file may be provided associates forms to a group. The group/form file is illustrated at 169 in FIG. 12. A typical configuration of the group/form file, if utilized, is as follows:

    __________________________________________________________________________
    NAME: GROUP/FORM  ALIAS: GF
    __________________________________________________________________________
    ELEMENT/RECORD
                 DB TABLE ELE.
                              KEY LEN DEFINITION
    __________________________________________________________________________
    CLF Customer ID           1   006 Uniquely identifies each customer.
    Group ID                  2   006 Code to uniquely identify the
                                      distribution group.
    Group Sequence Number     3   003 Sequence number to control level within
                                      a group
    Form ID                   4   008 Code to uniquely identify a form for a
                                      customer.
    Key Data:
    Primary Key (CLF Customer ID, Group ID, Group Sequence Number, Form ID)
    Foreign Key FK.sub.-- GFA (CLF Customer ID, Group ID, Group Sequence
    Number)
       References Group Profile
       On Delete Cascade;
    Indexes:
    Name   On Columns   Type of Index
    __________________________________________________________________________
    GFIDX  CLF Customer ID
                        Primary, Ascending, Unique
           Group ID
           Group Sequence Number
           Form ID
    GFIDXA CLF Customer ID
                        Ascending
           Group ID
           Group Sequence Number
    GFIDXB CLF Customer ID
                        Ascending
           Form ID
    Relationship to Other Tables:
    Dependent of:  Group Profile thru CLF Customer ID, Group ID, Group
                   Sequence Number
    __________________________________________________________________________

After selection of the appropriate form and other information, the form is printed and/or displayed, as indicated schematically at 168 in FIG. 11.

FIG. 12 contains the same basic information as FIG. 11, but shows the data base relationships for referential integrity purposes, and is self-explanatory.

FIGS. 13a through 13i provide a detailed structure chart which shows the program-defined menu structure for the CLF 12. The interrelationship between the individual figures are specifically illustrated thereon, and the relationships between the various elements are self-explanatory from FIGS. 13a through 13i. Elements 190 are elaborated upon in FIG. 14.

FIG. 14 illustrates the general flow for the release of forms from the CLF 12 to the end user sites 15 (190 in FIG. 13a). At 201, the CLF software periodically (e.g every weekday) polls the distribution profile for forms in the computer hosting the CLF to release electronic forms based upon release date (that is, if the release date has now been reached). At 202, the forms available for release are gathered. At 203, the communications software is alerted, and the forms are passed in as an input. At 204, the forms are transferred using the telecommunications infrastructure in place to the sites 15 (e.g. the PCs 154 thereat), as defined by the distribution profile. At 205, the receiving site communication software (e.g. OS/2, version 1.2) receives the forms. At 206, upon receipt of the forms, the applications software is alerted for processing of the transmission. The forms are preferably initially stored on disk. Ultimately, at 207, the applications software may direct the electronic forms to be printed at a printer (e.g. 16), to produce a paper form.

FIG. 15 indicates the general flow for sending a form to one of the geographically remote user locations from the CLF 12. At 210 the program is initiated from the CLF 12 applications file 29. A session with the desired remote station or stations (locations) is allocated at 211, and all requested files are sent at 212. Confirmation that the files have been sent is provided at 213. Any data to be received from the remote location is received at 214, and receipt acknowledged at 215, before the program ends.

FIG. 16 illustrates the general flow chart for sending a print request from CLF 12 to a remote user location having a printer, e.g. 16, for actually printing the form that was sent according to 210-213. The program is started from the CLF 12 applications software 29 at 217, a session is allocated with the remote location at 218, the print request is sent at 219 to the corresponding software at the remote location, and is confirmed at 220 before the program ends.

It will thus be seen that according to the present invention a system and method have been provided for eliminating or minimizing warehousing, inventory, and obsolescence costs that a customer typically incurs in association with preprinted paper forms. Forms distribution costs are minimized, and the number of preprinted forms can be greatly minimized (for example the number of forms can be dropped from 20,000 to 5,000 in conventional operations). Centralized control is provided for electronic forms design, and the co-existence of a form in electronic and paper media is provided. Labor savings are achieved by eliminating redundant entry and processing of information by providing a centralized system, and where a customer desires, off load processing may be provided from the customer's main frame computer 34 to the vendor's computer (e.g. location of the FAP 14). Based upon geographic location, volume requirements, form construction (e.g. number of parts, MCP, etc.), and equipment profiles, exactly how paper forms will be constructed and delivered to end user sites 15 will be determined.

The system as described above has numerous special applications, and it is impossible within the scope of a patent application to designate all possible uses of the system for particular functions and businesses. However a rough and general description of one particular implementation may serve to illustrate the versatility and functionality of the invention.

A FAP 14 is provided at the vendor's facility, and is used to design electronic and preprinted forms, to control variable data fields for the electronic forms, and to control and directly communicate with the CLF 12 located on the customer's premises. Upon release of new forms or update of existing forms, the CLF populates the forms library containing appropriate form images and updates the appropriate tables with and control information. This file is sent to a software distribution resource in a main frame computer at a centralized location, which is central to a number of geographically remote user locations which it will service. Preferably, a main frame computer utilizes the customer environment; although the forms could be stored in the customer's main frame, if desired. At the scheduled release dates, either automatically, or by operator control or verification at the centralized location, the CLF will effect distribution of the electronic forms to a file server residing in each of the geographically remote user locations.

The forms automation system 10 in this particular example is used to automate the ultimate customer interview process that occurs when new accounts are established at a banking institution, or changes are made to existing accounts. The exact detail of the processing performed during the customer (bank's) interview will determine the forms which are to be printed. For example opening of checking accounts, time deposit accounts, and savings accounts will generate different forms that are ultimately printed. In addition to printing the electronic forms, the forms automation system 10 according to the invention will produce a check list of all forms printed as a result of specific activity on an account, and all forms required to document an interview will be printed immediately at the completion of the interview process so that the bank's customer will have--before he or she leaves the bank--a paper form. Three to five bank customer interviews can take place concurrently and the common data for each will automatically be transferred from one electronic form to the other.

ARGO Bankpro software is downstream of the CLF 12, as an end user interface. The customer data is transferred to the main frame through platform automation support software (PASS), a commercially available system, and at the main frame the data is stored in a CIS software package, provided by Hogan.

The file server in each bank remote user site is networked to other devices in that location, for example by an IBM Lan 1.2. A laser printer will be located in each remote site, such as an HP LASERJET, to provide actual printing at the user location. Different printers can be provided at different locations since the forms creation software at the FAP 14 will format each individual electronic form in whatever formats are necessary to properly print with the various printers at the user locations at which the printers are located. JF MERGE software, from the same manufacturer as the JETFORM forms design package, will reside on the file server, and will be provided to produce the forms, which will be printed as soon as the transaction is completed.

During processing, the customer will store the variable data to be added to the form at a generic data base. At the completion of the transaction/end bank customer interview, the forms automation software will be invoked. Variable data will be extracted from the generic data base and an Ascii file created, which will be used to input to the form merge software (e.g. JF MERGE). The forms required to verify the transaction will be printed, and a check list form to make sure that all necessary steps have been completed will also be printed.

While the implementation described above is practiced with only a few (e.g. five) different forms, it may be expanded to encompass literally thousands of different forms.

While the invention has been described in connection with what is presently considered to be the most practical and preferred embodiment, it is to be understood that the invention is not to be limited to the disclosed embodiment, but on the contrary, is intended to cover various modifications and equivalent arrangements and methods included within the spirit and scope of the appended claims.

Inventors
Yaksich, Mary J.; Hoholik, Anthony P.;
Assignee
Moore Business Forms, Inc. (Grand Island, NY)
Published
Oct-8-1996
Current US Classes:
715/507
Application #
599224
International Classes
G06F 017/60
Field of Search
395/149 395/148 395/153 395/154 395/161 364/401 364/403
Examiner
Herndon; Heather R.
Agent
Nixon & Vanderhye P.C.
US Patent References:
4495582
4598376
4649513
4712929
4839829
4870611
4939670
4975841
5091868
5117354

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6064397