Patents by Inventor Phillip Randall Cass

Phillip Randall Cass 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).

  • SYSTEMS AND METHODS OF ELECTRONIC FORM MANAGEMENT
    Publication number: 20200380202
    Abstract: Systems and methods of electronic form management are provided. An electronic form management method and system may receive a first candidate form for mapping and generation of a first equivalent form template. An electronic form management method and system may collect user data and may receive a plurality of user inputs, which may collectively be stored in a structured data set. An intermediate document is generated based on the user inputs, and a form document is output based on the intermediate document. An electronic form management method and system may generate multiple form documents for output to different books of record. An electronic form management method and system may receive a validation rule change request, and test the electronic form for compliance.
    Type: Application
    Filed: May 26, 2020
    Publication date: December 3, 2020
    Applicant: Nest Wealth Asset Management Inc.
    Inventors: Phillip Randall Cass, David Patrick Briand, Tyler John Franklin Post, Craig Neable