Abstract: A system that may be used to generate documents and for broader uses such as assembling computer-processable components into computer-processable end products. In one form, the system is a document generation system having an assembly facility configured to be coupled to an origination platform; a knowledge base configured to be coupled to the assembly facility and to store objects in an object-relational hierarchy; and a content management system configured to be coupled to the knowledge base, where the content management system is configured to include an object and a rule. The system may be configured to interact with a knowledge base to create a first set of end products, each end product containing an object; apply precedence to the first set of end products; extract rules from the knowledge base; and assemble a second set of documents based upon applying precedence and rules.

Abstract: A data structure generation system. The system includes a knowledge base configured to store data structure components as objects in an object-relational hierarchy. Each object is configured to have a precedence, to include one or more rules, and to include content. The knowledge base may be coupled to a data structure assembly facility configured to retrieve one or more cross-referenced data structure components from a database. The one or more data structure components are configured to have a precedence level, and may be processed in a processor to generate a tree having a root node. The tree may be processed beginning at the root node, and objects of low precedence may be overidden with objects of high precedence.

Abstract: A method of generating documents. In one embodiment the method involves establishing an architecture for a set of rules to be used in documents that consist of a plurality of components and creating a dynamic document structure that can resolve to one or more instances of a document and that is configured to include one or more rules based on the architecture for a set of rules. The architecture for a set of rules may be established by creating a schema having a conditions element, a choose element, an iterators element, a functions elements, and an external interface element that is configured to be resolved into a value. The method may also be configured to create a static document structure that can be resolved to one or more instances of a document that includes at least some content that is determined before and some content that is unchanged during and after a resolution process.

Abstract: A knowledge base configured to store data structure components as objects in an object-relational hierarchy, each object configurable to have precedence, to include one or more rules, and to include content. The knowledge base may be coupled to a data structure assembly facility capable of retrieving one or more data structure components from the knowledge base and generate a tree having a root node, processing the tree beginning at the root node, and overriding objects of low precedence with objects of higher precedence.

Abstract: A rule definition language (“RDL”) and a memory server are used to determine compliance with rules, such as rules used in determining compliance in securities trading. The rules, global data and local data are loaded into system memory of the server. The global datum consists of parameters or values used to determine compliance with said rules. The query, submitted to the memory server, contains the local data that is used to determine compliance of that query with the rules. The query is executed by accessing server memory to utilize the local datum and the global datum, such that the server determines compliance with the rules from the memory of the server. Syntax for the RDL, which permits programming in a manner particularly suitable for compliance checking procedures, is also disclosed.

Abstract: An apparatus and method for dynamically constructing electronic and printable documents and forms. An entity reference is read from a document instance and compared to entity identifiers provided in a catalog containing a plurality of entity identifiers. Each of the entity identifiers in the catalog is associated with an entity resolution process. An inference engine or other entity resolving processor is invoked to effectuate the resolution process associated with a matching entity identifier. The inference engine or entity resolving processor resolves the entity reference to a resolved entity, such as a component of text or graphics to be included in a document. Linking between the document, entity reference, and resolved entity provides for detailed auditing of the entity resolution process. A resolved entity may contain one or more embedded entity references which are similarly resolved.