Patent Document ID: 7805349
Application ID: 11534554

Base Claim:
1. A method for completing at least a portion of a financial form, comprising: obtaining an anchor taxpayer entity comprising a taxpayer attribute, wherein the anchor taxpayer entity is a root node in a data model graph; identifying a first relationship element comprising a first relationship attribute, wherein the anchor taxpayer entity is a source entity of the first relationship element; identifying a first target entity of the first relationship element, wherein the first target entity is a first node in the data model graph and comprises a first entity attribute, and wherein the first relationship element is a first edge in the data model graph connecting the root node and the first node; conducting an interview, by traversing the data model graph, to assign a taxpayer value to the taxpayer attribute, a first relationship value to the first relationship attribute, and a first entity value to the first entity attribute; generating, using a processor and after traversing the data model graph, a plurality of financial values by applying a plurality of financial rules to a plurality of determined values, wherein the plurality of determined values comprises the taxpayer value, the first relationship value, and the first entity value, and wherein each of the plurality of financial rules is at least one selected from a group consisting of a tax law and an accounting rule; and populating at least the portion of the financial form using the plurality of financial values.

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Claim 7:
7. The method of claim 1 , further comprising: identifying a second relationship element comprising a second relationship attribute, wherein the first target entity is a source entity of the second relationship element, and wherein the second relationship element is a second edge in the data model graph; and assigning a second relationship value to the second relationship attribute, wherein the plurality of determined values further comprises the second relationship value.