Morningstar Corporation

D Adam Wheat

James J Rhodes

Embodiments of the presently disclosed invention are directed to a document processing system and method that facilitates the processing and extraction of data from the documents. The system and method receive at least one document, where the document may contain data for extraction. The document may then be converted into a preferred document format and outputted to a user interface. The system and method may then receive a selection of at least a portion of the document, wherein the selection contains data for extraction. Based on the selection, at least one coordinate set corresponding to the selection and associated with at least one data field of interest is generated. Then the data from the selection of the document is extracted using the at least one coordinate set. Finally, a structured data set that includes the extracted data is generating, and storing in a computer memory.

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Newtown, CT, United States of America

D Adam Wheat