The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Oct. 17, 2000

Filed:

Sep. 19, 1997
Applicant:
Inventors:

William J Clancey, Portola Valley, CA (US);

Lee Hecht, Palo Alto, CA (US);

Erich A Helfert, San Mateo, CA (US);

John Wu, Atherton, CA (US);

Edgar P Canty, Menlo Park, CA (US);

Assignee:

Modernsoft, Inc., Palo Alto, CA (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06F / ; G06F / ;
U.S. Cl.
CPC ...
707503 ; 707500 ; 706 45 ;
Abstract

A computer-implemented method of creating and editing a document containing one or more terms. A knowledge base containing a set of terms with one or more predefined properties including part-of properties relating terms to each other is provided. The one or more predefined properties associated with a user-selected term are identified. Constraints are imposed on user manipulation of the document with respect to the user-selected term in accordance with the one or more identified predefined properties associated with the user-selected term. In a particular implementation, a method of creating and editing a financial document containing one or more financial terms is described. The tasks of creating and editing documents are simplified by the separation of the presentation of information contained in a document from underlying representation of calculations and interrelationships. A user may readily manipulate the content and appearance of domain-specific (e.g., financial) analyses, without having repeatedly to define and verify calculations. A user may define and customize standard reports with a simple palette of powerful editing tools that implement and maintain the semantics of the items in a document. This frees the user from having to handle the underlying references directly, allowing the user to focus instead upon concepts and contexts contained within the document.


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