US Patent 8429527 Complex data merging, such as in a workflow application

Merging data for use in a workflow application may include providing a user interface that facilitates collecting information from a user such as an indication of a first document and a second document that each include multiple records, a selection of a key indicator field common to both documents, and some indication of which of the two documents is a controlling document. Without the need for the user providing programming instructions, the workflow application joins information from both documents by identifying whether any of the records from the non-controlling document has a key indicator value that matches the key value of a select record from the controlling document. Based on this identifying, the workflow application dynamically generates a merged document which it can then use to perform one or more actions.