Patents by Inventor David S. Theis

David S. Theis has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Patent number: 11210456
    Abstract: A data storage medium is disclosed herein. The data storage medium, in an embodiment, includes a computer program. The computer program is executable by one or more processors to determine whether any human-readable sentences of a report document contain any pieces of information that are associated with any designated information categories. The report document has a first markup format and a unique tag associated with each of the designated information categories. The computer program is also executable to generate a detail document at least partially based on the determination. The detail document is configured in accordance with a second markup format that differs from the first markup format, and the detail document has each of the pieces of information determined to be included in any of the human-readable sentences.
    Type: Grant
    Filed: July 2, 2020
    Date of Patent: December 28, 2021
    Assignee: Novaworks, LLC
    Inventors: Scott A. Theis, David S. Theis, Erin M. Rybinski
  • Publication number: 20200334412
    Abstract: A data storage medium is disclosed herein. The data storage medium, in an embodiment, includes a computer program. The computer program is executable by one or more processors to determine whether any human-readable sentences of a report document contain any pieces of information that are associated with any designated information categories. The report document has a first markup format and a unique tag associated with each of the designated information categories. The computer program is also executable to generate a detail document at least partially based on the determination. The detail document is configured in accordance with a second markup format that differs from the first markup format, and the detail document has each of the pieces of information determined to be included in any of the human-readable sentences.
    Type: Application
    Filed: July 2, 2020
    Publication date: October 22, 2020
    Applicant: Novaworks, LLC
    Inventors: Scott A. Theis, David S. Theis, Erin M. Rybinski
  • Patent number: 10706221
    Abstract: A method and system are described herein that facilitate the reporting of information to a report reviewing entity. The method and system, in an embodiment, involve a plurality of identifiers, each of which corresponds to a different category of information. The identifiers are configured to be incorporated into a report file that is configured in accordance with a first markup protocol. The method and system also involve generating a detail file configured in accordance with a second markup protocol that differs from the first markup protocol, determining all of the numerical pieces of information that are present in the report file, and incorporating all of the determined numerical pieces into the detail file.
    Type: Grant
    Filed: March 27, 2018
    Date of Patent: July 7, 2020
    Assignee: Novaworks, LLC
    Inventors: Scott A. Theis, David S. Theis, Erin M. Rybinski
  • Patent number: 10095672
    Abstract: A method and apparatus accurately synchronizes one or more items of financial information between a plurality of representations, or presentations, of marked up financial data stored in electronic form. The different representations may include balance sheets, income statements, and cash flow statements, among various other financial data, that may share common financial facts that are presented in a selected reporting format corresponding to the representations. Identifiers are assigned to the data so that instances of the facts may be automatically and simultaneously updated throughout the different representations each time a fact is updated in one representation.
    Type: Grant
    Filed: June 18, 2013
    Date of Patent: October 9, 2018
    Assignee: Novaworks, LLC
    Inventors: Scott A. Theis, David S. Theis, Erin M. Rybinski
  • Publication number: 20180210868
    Abstract: A method and system are described herein that facilitate the reporting of information to a report reviewing entity. The method and system, in an embodiment, involve a plurality of identifiers, each of which corresponds to a different category of information. The identifiers are configured to be incorporated into a report file that is configured in accordance with a first markup protocol. The method and system also involve generating a detail file configured in accordance with a second markup protocol that differs from the first markup protocol, determining all of the numerical pieces of information that are present in the report file, and incorporating all of the determined numerical pieces into the detail file.
    Type: Application
    Filed: March 27, 2018
    Publication date: July 26, 2018
    Applicant: Novawarks, LLC
    Inventors: Scott A. Theis, David S. Theis, Erin M. Rybinski
  • Publication number: 20140013204
    Abstract: A method and apparatus accurately synchronizes one or more items of financial information between a plurality of representations, or presentations, of marked up financial data stored in electronic form. The different representations may include balance sheets, income statements, and cash flow statements, among various other financial data, that may share common financial facts that are presented in a selected reporting format corresponding to the representations. Identifiers are assigned to the data so that instances of the facts may be automatically and simultaneously updated throughout the different representations each time a fact is updated in one representation.
    Type: Application
    Filed: June 18, 2013
    Publication date: January 9, 2014
    Applicant: Novaworks, LLC
    Inventors: Scott A. Theis, David S. Theis, Erin M. Rybinski