A system configures, executes, and monitors document workflows executing using workflow engines executing on cloud platforms. The system generates a platform independent document workflow specification that describes a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a cloud platform. The system compiles the platform independent document workflow specification to generate a platform specific document workflow specification configured for execution on a target workflow engine executing on a target cloud platform. A document workflow orchestration runtime executes and monitors the execution of the platform specific document workflow specification.
Techniques are described for a system document management comprising one or more processors having access to a memory. The system is configured to determine an attribute for an input document for execution by a signer. The system is also configured to generate a similarity score for each of a plurality of candidate documents using a machine learning model, wherein using the machine learning model comprises providing the attribute as an input to the machine learning model. The system is also configured to generate data for a graphical user interface comprising an indication of at least a subset of the candidate documents based on the similarity scores generated for each of the plurality of candidate documents. The system is configured to output, for display, the data to a user device.
G06F 16/383 - Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually using metadata automatically derived from the content
Techniques are described for a system document management comprising one or more processors having access to a memory. The system is configured to determine an attribute for an input document for execution by a signer. The system is also configured to generate a similarity score for each of a plurality of candidate documents using a machine learning model, wherein using the machine learning model comprises providing the attribute as an input to the machine learning model. The system is also configured to generate data for a graphical user interface comprising an indication of at least a subset of the candidate documents based on the similarity scores generated for each of the plurality of candidate documents. The system is configured to output, for display, the data to a user device.
Techniques for an artificial intelligence (AI) platform to search a document collection are described. Embodiments may use AI and machine learning techniques within a framework of an electronic document management system to perform semantic searching of an electronic document or a collection of electronic documents for certain types of information. The AI platform may summarize the information in a natural language representation of a human language. Other embodiments are described and claimed.
A document management system processes application programming interface (API) requests received from entities. The document management system processes the API requests to perform operations such as modifying a document, executing a document, or sending a set of documents to another entity. The document management system enforces API limits on API requests received from entities and processed by the document management system. The document management system allows an entity to request a modification to an API limit to a target API limit and determines whether to approve the requested modification. The document management system determines whether to approve the requested API limits based on a comparison with other entities that are similar to the entity based on past API requests received from the other entities.
Techniques for an artificial intelligence (AI) platform to search a document collection are described. Embodiments may use AI and machine learning techniques within a framework of an electronic document management system to perform semantic searching of an electronic document or a collection of electronic documents for certain types of information. The AI platform may summarize the information in a natural language representation of a human language. Other embodiments are described and claimed.
A document management system can include an artificial intelligence-based document manager that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity. For instance, the document management system can apply a machine-learning model to determine how long an expiring agreement document is likely to take to renegotiate and can prompt a user to begin the renegotiation process in advance. The document management system can detect a change to language in a particular clause type and can prompt a user to update other documents that include the clause type to include the change. The document management system can determine a type of a document being worked on and can identify one or more actions that a corresponding user may want to take using a machine-learning model trained on similar documents and similar users.
Techniques for an artificial intelligence (AI) platform to search a document collection are described. Embodiments may use AI and machine learning techniques within a framework of an electronic document management system to perform semantic searching of an electronic document or a collection of electronic documents for certain types of information. The AI platform may summarize the information in a natural language representation of a human language. Other embodiments are described and claimed.
Through a workflow interface, a document management system enables a user to establish a document workflow. The document workflow establishes a set of document actions for the document management system to perform automatically in response to a request from the user. The user defines the document workflow by selecting from a set of workflow operations and specifying parameters for the selected workflow operation. The user additionally defines an approval workflow operation and a rejection workflow operation that designate document actions in the event that a document is approved or rejected, respectively. The document management system performs at least a portion of the document workflow in an order determined from the workflow interface.
An electronic document system can allow users to upload a document package containing multiple individual component documents. Each component document includes a subset of a plurality of pages that are included in the document package. The electronic document system identifies a page of each component document by applying a machine learning model to the document package. The electronic document system partitions the document package into the individual component documents based on the identified pages. For each individual component document, the electronic document system identifies a document topic corresponding to the component document by applying another machine learning model. The electronic document system modifies a user interface to display each component document and corresponding document topic.
G06V 10/22 - Image preprocessing by selection of a specific region containing or referencing a patternLocating or processing of specific regions to guide the detection or recognition
Techniques for an artificial intelligence (AI) platform to manage a document collection are described. Embodiments may use AI and machine learning techniques within a framework of an electronic document management system to manage and mine a collection of electronic documents for certain types of information. The information may be analyzed and used to generate insights for a defined entity. The insights may comprise deviations, modifications or changes made to an electronic document within the electronic document management system. Other embodiments are described and claimed.
H04L 9/32 - Arrangements for secret or secure communicationsNetwork security protocols including means for verifying the identity or authority of a user of the system
12.
ARTIFICIAL INTELLIGENCE PLATFORM TO MANAGE A DOCUMENT COLLECTION
Techniques for an artificial intelligence (AI) platform to manage a document collection are described. Embodiments may use AI and machine learning techniques within a framework of an electronic document management system to manage and mine a collection of electronic documents for certain types of information. The information may be analyzed and used to generate insights for a defined entity. The insights may be used to generate a set of document rules for the entity. The set of document rules may be applicable to generating a new electronic document for the entity within the electronic document management system. Other embodiments are described and claimed.
Techniques are described for recognizing alternative representations of the same name. An example method includes transmitting, by a document management platform implemented by a computing system, a document package to a second computing device. The document package includes a document received from a first computing device and an indication of first name. The document management platform obtains an indication of a second name from an identity document provided by a user of the second computing device. The document management platform performs a name matching operation using a machine learning model to determine whether the first name and the second name are similar based on a similarity score generated by the machine learning model. Based on determining that the first name and the second name are similar, the document management platform grants the user of the second computing device access to the document.
G06F 18/2415 - Classification techniques relating to the classification model, e.g. parametric or non-parametric approaches based on parametric or probabilistic models, e.g. based on likelihood ratio or false acceptance rate versus a false rejection rate
09 - Scientific and electric apparatus and instruments
35 - Advertising and business services
38 - Telecommunications services
42 - Scientific, technological and industrial services, research and design
45 - Legal and security services; personal services for individuals.
Goods & Services
Downloadable software for automating electronic agreement,
contract, document and file generation; downloadable
software for creating, configuring, customizing, and
generating electronic agreements, contracts, documents and
files; downloadable software for agreement, contract,
document and file templates; downloadable software for
transferring data and information into electronic
agreements, contracts, documents and files; downloadable
software for integrating data and information into
electronic agreements, contracts, documents and files;
downloadable software for creating electronic agreements,
contracts, documents, and files that automatically configure
based on user settings; downloadable software for guided
instructions on creating, configuring, customizing, and
generating electronic agreements, contracts, documents and
files; downloadable software for interactive instructions on
creating, configuring, customizing, and generating
electronic agreements, contracts, documents and files;
downloadable software for editing, redlining, and reviewing
electronic agreements, contracts, documents and files;
downloadable software for auditing electronic agreements,
contracts, documents and files; downloadable software for
tracking changes in electronic agreements, contracts,
documents and files; downloadable software for tracking
versions of electronic agreements, contracts, documents and
files; downloadable software for collaborating on the
creation, configuration, customization, and generation of
electronic agreements, contracts, documents and files;
downloadable software for indexing data, text, and
information in electronic agreements, contracts, documents
and files; downloadable software for agreement, contract,
document and file management; downloadable software for
sending, routing and transmitting electronic agreements,
contracts, data, documents, files, and information;
downloadable software for electronic and digital signatures;
downloadable software for capturing, managing, monitoring,
authenticating, and verifying electronic and digital
signatures; downloadable software for electronic signature
verification using technology to authenticate user identity;
downloadable software for identification, authentication,
and verification of users; downloadable software for
identification verification, namely, authentication of
personal identification information; downloadable software
for user authentication in e-commerce transactions by access
code, phone call, short message service (SMS) text message,
knowledge-based questions, and government identification;
downloadable software for updating agreements, contracts,
databases, records, and systems; downloadable software for
automating data warehousing; downloadable software for
collecting, facilitating, managing, processing, and
transferring electronic payments; downloadable software for
triggering actions upon user-defined events; downloadable
software for artificial intelligence, machine learning, and
deep learning; downloadable software for analyzing
agreements, contracts, data, documents, files, and
information; downloadable software for analyzing,
identifying, reporting, and visualizing data and information
in agreements, contracts, documents and files; downloadable
software for categorizing, indexing, searching, sorting,
sharing, and transmitting agreements, contracts, data,
documents, files, and information; downloadable software for
reporting data analytics; downloadable software for tracking
workflows, auditing information and data, and verifying
information and data; downloadable software for creating,
analyzing, monitoring, and managing a database of compliance
information and data; downloadable software for computer
security in the nature of providing authentication,
issuance, validation and revocation of digital certificates;
downloadable computer software for electronic data
verification and authentication; downloadable software for
generating, obtaining, managing, capturing, storing,
processing, and viewing electronic signatures and electronic
signature dates; downloadable software for electronic data
storage; downloadable software for a mobile notary;
downloadable software for creating, transmitting, and
storing electronic data, information, documents, and
messages; downloadable software for electronic business
transactions; downloadable software for digital document
exchange; downloadable software for digital and electronic
certificates and time and date stamping. Contract management services for business purposes;
computerized database management; business data analysis,
namely, collecting, reporting, analyzing and integrating
business data related to business contracts, agreements, and
procurement activities; data processing services; collection
and organization of data for others for business purposes. Electronic transmission, delivery, and reception of
agreements, contracts, data, documents, files, messages, and
information via telecommunication networks; encrypted
electronic transmission, delivery, and reception of
agreements, contracts, data, documents, files, messages, and
information via telecommunication networks; electronic
transmission, delivery, and reception of user authorization,
identification, and verification data and information via
telecommunication networks; electronic transmission of
electronic and digital signatures via telecommunication
networks; electronic transmission of payment and financial
data via telecommunication networks; signal and data
transmission for electronic commerce via telecommunication
systems and data communication system; providing access to
databases; providing access to agreements, contracts, data,
documents, files, messages, and information stored in
databases; electronic transmission, delivery, and reception
of database information via telecommunication networks;
electronic exchange of agreements, contracts, data,
documents, files, messages, and information stored in
databases via telecommunication networks. Providing temporary use of non-downloadable software for
automating electronic agreement, contract, document and file
generation; providing temporary use of non-downloadable
software for creating, configuring, customizing, and
generating electronic agreements, contracts, documents and
files; providing temporary use of non-downloadable software
for agreement, contract, document and file templates;
providing temporary use of non-downloadable software for
transferring data and information into electronic
agreements, contracts, documents and files; providing
temporary use of non-downloadable software for integrating
data and information into electronic agreements, contracts,
documents and files; providing temporary use of
non-downloadable software for creating electronic
agreements, contracts, documents, and files that
automatically configure based on user settings; providing
temporary use of non-downloadable software for guided
instructions on creating, configuring, customizing, and
generating electronic agreements, contracts, documents and
files; providing temporary use of non-downloadable software
for interactive instructions on creating, configuring,
customizing, and generating electronic agreements,
contracts, documents and files; providing temporary use of
non-downloadable software for editing, redlining, and
reviewing electronic agreements, contracts, documents and
files; providing temporary use of non-downloadable software
for auditing electronic agreements, contracts, documents and
files; providing temporary use of non-downloadable software
for tracking changes in electronic agreements, contracts,
documents and files; providing temporary use of
non-downloadable software for tracking versions of
electronic agreements, contracts, documents and files;
providing temporary use of non-downloadable software for
collaborating on the creation, configuration, customization,
and generation of electronic agreements, contracts,
documents and files; providing temporary use of
non-downloadable software for indexing data, text, and
information in electronic agreements, contracts, documents
and files; providing temporary use of non-downloadable
software for agreement, contract, document and file
management; providing temporary use of non-downloadable
software for sending, routing and transmitting electronic
agreements, contracts, data, documents, files, and
information; providing temporary use of non-downloadable
software for electronic and digital signatures; providing
temporary use of non-downloadable software for capturing,
managing, monitoring, authenticating, and verifying
electronic and digital signatures; electronic signature
verification services using technology to authenticate user
identity; providing temporary use of non-downloadable
software for identification, authentication, and
verification of users; identification verification services,
namely, providing authentication of personal identification
information; providing user authentication services in
e-commerce transactions by access code, phone call, short
message service (SMS) text message, knowledge-based
questions, and government identification; providing
temporary use of non-downloadable software for updating
agreements, contracts, databases, records, and systems;
providing temporary use of non-downloadable software to
automate data warehousing; providing temporary use of
non-downloadable software for collecting, facilitating,
managing, processing, and transferring electronic payments;
providing temporary use of non-downloadable software for
triggering actions upon user-defined events; providing
temporary use of non-downloadable software for artificial
intelligence, machine learning, and deep learning; providing
temporary use of non-downloadable software for analyzing
agreements, contracts, data, documents, files, and
information; providing temporary use of non-downloadable
software for analyzing, identifying, reporting, and
visualizing data and information in agreements, contracts,
documents and files; providing temporary use of
non-downloadable software for categorizing, indexing,
searching, sorting, sharing, and transmitting agreements,
contracts, data, documents, files, and information;
providing temporary use of non-downloadable software for
reporting data analytics; providing temporary use of
non-downloadable software for tracking workflows, auditing
information and data, and verifying information and data;
providing temporary use of non-downloadable software for
creating, analyzing, monitoring, and managing a database of
compliance information and data; computer security services
in the nature of providing authentication, issuance,
validation and revocation of digital certificates. Notary public services; providing electronic notarization
services via a global computer network for others to legally
notarize electronic agreements, contracts, documents or
files; legal information services; providing legal
information via an online interactive database; tracking and
monitoring legal requirements in the field of electronic and
digital signature technology.
15.
Systems and methods for distributed electronic signature documents
Systems and methods for distributed electronic signature documents. A method for distributed electronic signature documents includes creating a signing template that contains information about how a signable document is to be signed. A signable document is created to be distributed to a signer for signing. The signable document is electronically transmitted to the signer. A message is sent using an activatable control in the signing document to a web signing server to invoke the signing process. A browser window is opened on a signer's computer in order to execute the signing process.
09 - Scientific and electric apparatus and instruments
35 - Advertising and business services
38 - Telecommunications services
42 - Scientific, technological and industrial services, research and design
45 - Legal and security services; personal services for individuals.
Goods & Services
Downloadable software for automating electronic agreement,
contract, document and file generation; downloadable
software for creating, configuring, customizing, and
generating electronic agreements, contracts, documents and
files; downloadable software for agreement, contract,
document and file templates; downloadable software for
transferring data and information into electronic
agreements, contracts, documents and files; downloadable
software for integrating data and information into
electronic agreements, contracts, documents and files;
downloadable software for creating electronic agreements,
contracts, documents, and files that automatically configure
based on user settings; downloadable software for guided
instructions on creating, configuring, customizing, and
generating electronic agreements, contracts, documents and
files; downloadable software for interactive instructions on
creating, configuring, customizing, and generating
electronic agreements, contracts, documents and files;
downloadable software for editing, redlining, and reviewing
electronic agreements, contracts, documents and files;
downloadable software for auditing electronic agreements,
contracts, documents and files; downloadable software for
tracking changes in electronic agreements, contracts,
documents and files; downloadable software for tracking
versions of electronic agreements, contracts, documents and
files; downloadable software for collaborating on the
creation, configuration, customization, and generation of
electronic agreements, contracts, documents and files;
downloadable software for indexing data, text, and
information in electronic agreements, contracts, documents
and files; downloadable software for agreement, contract,
document and file management; downloadable software for
sending, routing and transmitting electronic agreements,
contracts, data, documents, files, and information;
downloadable software for electronic and digital signatures;
downloadable software for capturing, managing, monitoring,
authenticating, and verifying electronic and digital
signatures; downloadable software for electronic signature
verification using technology to authenticate user identity;
downloadable software for identification, authentication,
and verification of users; downloadable software for
identification verification, namely, authentication of
personal identification information; downloadable software
for user authentication in e-commerce transactions by access
code, phone call, short message service (SMS) text message,
knowledge-based questions, and government identification;
downloadable software for updating agreements, contracts,
databases, records, and systems; downloadable software for
automating data warehousing; downloadable software for
collecting, facilitating, managing, processing, and
transferring electronic payments; downloadable software for
triggering actions upon user-defined events; downloadable
software for artificial intelligence, machine learning, and
deep learning; downloadable software for analyzing
agreements, contracts, data, documents, files, and
information; downloadable software for analyzing,
identifying, reporting, and visualizing data and information
in agreements, contracts, documents and files; downloadable
software for categorizing, indexing, searching, sorting,
sharing, and transmitting agreements, contracts, data,
documents, files, and information; downloadable software for
reporting data analytics; downloadable software for tracking
workflows, auditing information and data, and verifying
information and data; downloadable software for creating,
analyzing, monitoring, and managing a database of compliance
information and data; downloadable software for computer
security in the nature of providing authentication,
issuance, validation and revocation of digital certificates;
downloadable computer software for electronic data
verification and authentication; downloadable software for
generating, obtaining, managing, capturing, storing,
processing, and viewing electronic signatures and electronic
signature dates; downloadable software for electronic data
storage; downloadable software for a mobile notary;
downloadable software for creating, transmitting, and
storing electronic data, information, documents, and
messages; downloadable software for electronic business
transactions; downloadable software for digital document
exchange; downloadable software for digital and electronic
certificates and time and date stamping. Contract management services for business purposes;
computerized database management; business data analysis,
namely, collecting, reporting, analyzing and integrating
business data related to business contracts, agreements, and
procurement activities; data processing services; collection
and organization of data for others for business purposes. Electronic transmission, delivery, and reception of
agreements, contracts, data, documents, files, messages, and
information via telecommunication networks; encrypted
electronic transmission, delivery, and reception of
agreements, contracts, data, documents, files, messages, and
information via telecommunication networks; electronic
transmission, delivery, and reception of user authorization,
identification, and verification data and information via
telecommunication networks; electronic transmission of
electronic and digital signatures via telecommunication
networks; electronic transmission of payment and financial
data via telecommunication networks; signal and data
transmission for electronic commerce via telecommunication
systems and data communication system; providing access to
databases; providing access to agreements, contracts, data,
documents, files, messages, and information stored in
databases; electronic transmission, delivery, and reception
of database information via telecommunication networks;
electronic exchange of agreements, contracts, data,
documents, files, messages, and information stored in
databases via telecommunication networks. Providing temporary use of non-downloadable software for
automating electronic agreement, contract, document and file
generation; providing temporary use of non-downloadable
software for creating, configuring, customizing, and
generating electronic agreements, contracts, documents and
files; providing temporary use of non-downloadable software
for agreement, contract, document and file templates;
providing temporary use of non-downloadable software for
transferring data and information into electronic
agreements, contracts, documents and files; providing
temporary use of non-downloadable software for integrating
data and information into electronic agreements, contracts,
documents and files; providing temporary use of
non-downloadable software for creating electronic
agreements, contracts, documents, and files that
automatically configure based on user settings; providing
temporary use of non-downloadable software for guided
instructions on creating, configuring, customizing, and
generating electronic agreements, contracts, documents and
files; providing temporary use of non-downloadable software
for interactive instructions on creating, configuring,
customizing, and generating electronic agreements,
contracts, documents and files; providing temporary use of
non-downloadable software editing, redlining, and reviewing
electronic agreements, contracts, documents and files;
providing temporary use of non-downloadable software for
auditing electronic agreements, contracts, documents and
files; providing temporary use of non-downloadable software
for tracking changes in electronic agreements, contracts,
documents and files; providing temporary use of
non-downloadable software for tracking versions of
electronic agreements, contracts, documents and files;
providing temporary use of non-downloadable software for
collaborating on the creation, configuration, customization,
and generation of electronic agreements, contracts,
documents and files; providing temporary use of
non-downloadable software for indexing data, text, and
information in electronic agreements, contracts, documents
and files; providing temporary use of non-downloadable
software for agreement, contract, document and file
management; providing temporary use of non-downloadable
software for sending, routing and transmitting electronic
agreements, contracts, data, documents, files, and
information; providing temporary use of non-downloadable
software for electronic and digital signatures; providing
temporary use of non-downloadable software for capturing,
managing, monitoring, authenticating, and verifying
electronic and digital signatures; electronic signature
verification services using technology to authenticate user
identity; providing temporary use of non-downloadable
software for identification, authentication, and
verification of users; identification verification services,
namely, providing authentication of personal identification
information; providing user authentication services in
e-commerce transactions by access code, phone call, short
message service (SMS) text message, knowledge-based
questions, and government identification; providing
temporary use of non-downloadable software for updating
agreements, contracts, databases, records, and systems;
providing temporary use of non-downloadable software to
automate data warehousing; providing temporary use of
non-downloadable software for collecting, facilitating,
managing, processing, and transferring electronic payments;
providing temporary use of non-downloadable software for
triggering actions upon user-defined events; providing
temporary use of non-downloadable software for artificial
intelligence, machine learning, and deep learning; providing
temporary use of non-downloadable software for analyzing
agreements, contracts, data, documents, files, and
information; providing temporary use of non-downloadable
software for analyzing, identifying, reporting, and
visualizing data and information in agreements, contracts,
documents and files; providing temporary use of
non-downloadable software for categorizing, indexing,
searching, sorting, sharing, and transmitting agreements,
contracts, data, documents, files, and information;
providing temporary use of non-downloadable software for
reporting data analytics; providing temporary use of
non-downloadable software for tracking workflows, auditing
information and data, and verifying information and data;
providing temporary use of non-downloadable software for
creating, analyzing, monitoring, and managing a database of
compliance information and data; computer security services
in the nature of providing authentication, issuance,
validation and revocation of digital certificates. Notary public services; providing electronic notarization
services via a global computer network for others to legally
notarize electronic agreements, contracts, documents or
files; legal information services; providing legal
information via an online interactive database; tracking and
monitoring legal requirements in the field of electronic and
digital signature technology.
A document management system uses machine learning to generate electronic documents. Based on user input into a workflow for generating an electronic document, the document management system determines fields that require definition in the electronic document. The document management system predicts values for a first set of fields and inputs signals for a second set of fields into a supervised machine learning model, which is configured to output predicted values for the second set of fields. A user provides feedback on the predicted values of the second set of fields. The document management system incorporates the user's feedback into the generated electronic document, using confirmed values for each of the fields.
A document management system trains a machine learned model configured to facilitate contract generation. The document management system generates a training set for the machine learned model using user input. From a first set of agreement documents, the document management system identifies a first set of sentences relevant to clause terms input by the user. The document management system identifies, from a second set of agreement documents, a second set of sentences similar to the first set of sentences. In response to user feedback about the second set of sentences, the document management system updates the training set. The document management system retrains the machine learned model using the updated training set.
A document management system trains a machine learned model configured to facilitate contract generation. The document management system generates a training set for the machine learned model using user input. From a first set of agreement documents, the document management system identifies a first set of sentences relevant to clause terms input by the user. The document management system identifies, from a second set of agreement documents, a second set of sentences similar to the first set of sentences. In response to user feedback about the second set of sentences, the document management system updates the training set. The document management system retrains the machine learned model using the updated training set.
A system predicts metadata attributes associated with documents using machine learning models. The document may represent an interaction between entities. The system trains machine learning models to predict scores indicating whether a token or a sequence of token of a document represents a metadata attribute. The metadata prediction is used to annotate the document and display to users. The system receives user feedback via the user interface and uses the user feedback to evaluate or retrain the model. The system generates training data by receiving a set of annotated documents and comparing the annotated documents against other documents to identify matching documents. The system determines when to execute the machine learning based metadata prediction based on steps of document workflow executed by the system.
G06F 16/383 - Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually using metadata automatically derived from the content
A system predicts metadata attributes associated with documents using machine learning models. The document may represent an interaction between entities. The system trains machine learning models to predict scores indicating whether a token or a sequence of token of a document represents a metadata attribute. The metadata prediction is used to annotate the document and display to users. The system receives user feedback via the user interface and uses the user feedback to evaluate or retrain the model. The system generates training data by receiving a set of annotated documents and comparing the annotated documents against other documents to identify matching documents. The system determines when to execute the machine learning based metadata prediction based on steps of document workflow executed by the system.
A system predicts metadata attributes associated with documents using machine learning models. The document may represent an interaction between entities. The system trains machine learning models to predict scores indicating whether a token or a sequence of token of a document represents a metadata attribute. The metadata prediction is used to annotate the document and display to users. The system receives user feedback via the user interface and uses the user feedback to evaluate or retrain the model. The system generates training data by receiving a set of annotated documents and comparing the annotated documents against other documents to identify matching documents. The system determines when to execute the machine learning based metadata prediction based on steps of document workflow executed by the system.
A system predicts metadata attributes associated with documents using machine learning models. The document may represent an interaction between entities. The system trains machine learning models to predict scores indicating whether a token or a sequence of token of a document represents a metadata attribute. The metadata prediction is used to annotate the document and display to users. The system receives user feedback via the user interface and uses the user feedback to evaluate or retrain the model. The system generates training data by receiving a set of annotated documents and comparing the annotated documents against other documents to identify matching documents. The system determines when to execute the machine learning based metadata prediction based on steps of document workflow executed by the system.
G06F 16/383 - Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually using metadata automatically derived from the content
G06F 40/284 - Lexical analysis, e.g. tokenisation or collocates
24.
Method for associating third party content with online document signing
Techniques for electronic signature process management are described. Some embodiments provide an electronic signature service (“ESS”) configured to associate third-party content with electronic signature documents by way of dynamic form fields. A dynamic form field is associated with a data store and an electronic signature document. The ESS may automatically populate the dynamic form field with data obtained from the associated data store. If a signer changes the data of the dynamic form field, the ESS may write back the changed data to the data store.
A system receives a request associated with a first account to delegate, to a second account, authority to send documents on behalf of the first account. The request identifies requirements that must be satisfied before the second account can send documents on behalf of the first account. Responsive to receiving a request to send a first document to a first entity from the second account and on behalf of the second account, the system sends the first document to the first entity. Responsive to receiving a request to send a second document to a second entity from the second account and on behalf of the first account, the system determines whether the request to send the second document satisfies the requirements. Responsive to the request satisfying the requirements, the system sends the second document to the second entity on behalf of the first account.
A system and method for computable contracts that includes a contract management system accessible by involved parties, managing a formation stage of a contract document by obtaining object components, assembling a contract object graph from the object components, and committing the contract object graph to post formation execution; and in an execution environment during a post-formation stage, executing the contract object graph where instances of execution include receiving a contract state update, and appending at least one update object component to the contract object graph in accordance with the contract state update. Variations of the system and method may apply peer-to-peer negotiation and execution, use a cryptographic directed acyclic contract object graph, and/or interface with distributed ledgers.
09 - Scientific and electric apparatus and instruments
35 - Advertising and business services
38 - Telecommunications services
42 - Scientific, technological and industrial services, research and design
45 - Legal and security services; personal services for individuals.
Goods & Services
(1) Downloadable software for automating electronic agreement, contract, document and file generation; downloadable software for creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; downloadable software for agreement, contract, document and file templates; downloadable software for transferring data and information into electronic agreements, contracts, documents and files; downloadable software for integrating data and information into electronic agreements, contracts, documents and files; downloadable software for creating electronic agreements, contracts, documents, and files that automatically configure based on user settings; downloadable software for guided instructions on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; downloadable software for interactive instructions on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; downloadable software for editing, redlining, and reviewing electronic agreements, contracts, documents and files; downloadable software for auditing electronic agreements, contracts, documents and files; downloadable software for tracking changes in electronic agreements, contracts, documents and files; downloadable software for tracking versions of electronic agreements, contracts, documents and files; downloadable software for collaborating on the creation, configuration, customization, and generation of electronic agreements, contracts, documents and files; downloadable software for indexing data, text, and information in electronic agreements, contracts, documents and files; downloadable software for agreement, contract, document and file management; downloadable software for sending, routing and transmitting electronic agreements, contracts, data, documents, files, and information; downloadable software for electronic and digital signatures; downloadable software for capturing, managing, monitoring, authenticating, and verifying electronic and digital signatures; downloadable software for electronic signature verification using technology to authenticate user identity; downloadable software for identification, authentication, and verification of users; downloadable software for identification verification, namely, authentication of personal identification information; downloadable software for user authentication in e-commerce transactions by access code, phone call, short message service (SMS) text message, knowledge-based questions, and government identification; downloadable software for updating agreements, contracts, databases, records, and systems; downloadable software for automating data warehousing; downloadable software for collecting, facilitating, managing, processing, and transferring electronic payments; downloadable software for triggering actions upon user-defined events; downloadable software for artificial intelligence, machine learning, and deep learning; downloadable software for analyzing agreements, contracts, data, documents, files, and information; downloadable software for analyzing, identifying, reporting, and visualizing data and information in agreements, contracts, documents and files; downloadable software for categorizing, indexing, searching, sorting, sharing, and transmitting agreements, contracts, data, documents, files, and information; downloadable software for reporting data analytics; downloadable software for tracking workflows, auditing information and data, and verifying information and data; downloadable software for creating, analyzing, monitoring, and managing a database of compliance information and data; downloadable software for computer security in the nature of providing authentication, issuance, validation and revocation of digital certificates; downloadable computer software for electronic data verification and authentication; downloadable software for generating, obtaining, managing, capturing, storing, processing, and viewing electronic signatures and electronic signature dates; downloadable software for electronic data storage; downloadable software for a mobile notary; downloadable software for creating, transmitting, and storing electronic data, information, documents, and messages; downloadable software for electronic business transactions; downloadable software for digital document exchange; downloadable software for digital and electronic certificates and time and date stamping. (1) Contract management services for business purposes; computerized database management; business data analysis, namely, collecting, reporting, analyzing and integrating business data related to business contracts, agreements, and procurement activities; data processing services; collection and organization of data for others for business purposes.
(2) Electronic transmission, delivery, and reception of agreements, contracts, data, documents, files, messages, and information via telecommunication networks; encrypted electronic transmission, delivery, and reception of agreements, contracts, data, documents, files, messages, and information via telecommunication networks; electronic transmission, delivery, and reception of user authorization, identification, and verification data and information via telecommunication networks; electronic transmission of electronic and digital signatures via telecommunication networks; electronic transmission of payment and financial data via telecommunication networks; signal and data transmission for electronic commerce via telecommunication systems and data communication system; providing access to databases; providing access to agreements, contracts, data, documents, files, messages, and information stored in databases; electronic transmission, delivery, and reception of database information via telecommunication networks; electronic exchange of agreements, contracts, data, documents, files, messages, and information stored in databases via telecommunication networks.
(3) Providing temporary use of non-downloadable software for automating electronic agreement, contract, document and file generation; providing temporary use of non-downloadable software for creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; providing temporary use of non-downloadable software for agreement, contract, document and file templates; providing temporary use of non-downloadable software for transferring data and information into electronic agreements, contracts, documents and files; providing temporary use of non-downloadable software for integrating data and information into electronic agreements, contracts, documents and files; providing temporary use of non-downloadable software for creating electronic agreements, contracts, documents, and files that automatically configure based on user settings; providing temporary use of non-downloadable software for guided instructions on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; providing temporary use of non-downloadable software for interactive instructions on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; providing temporary use of non-downloadable software editing, redlining, and reviewing electronic agreements, contracts, documents and files; providing temporary use of non-downloadable software for auditing electronic agreements, contracts, documents and files; providing temporary use of non-downloadable software for tracking changes in electronic agreements, contracts, documents and files; providing temporary use of non-downloadable software for tracking versions of electronic agreements, contracts, documents and files; providing temporary use of non-downloadable software for collaborating on the creation, configuration, customization, and generation of electronic agreements, contracts, documents and files; providing temporary use of non-downloadable software for indexing data, text, and information in electronic agreements, contracts, documents and files; providing temporary use of non-downloadable software for agreement, contract, document and file management; providing temporary use of non-downloadable software for sending, routing and transmitting electronic agreements, contracts, data, documents, files, and information; providing temporary use of non-downloadable software for electronic and digital signatures; providing temporary use of non-downloadable software for capturing, managing, monitoring, authenticating, and verifying electronic and digital signatures; electronic signature verification services using technology to authenticate user identity; providing temporary use of non-downloadable software for identification, authentication, and verification of users; identification verification services, namely, providing authentication of personal identification information; providing user authentication services in e-commerce transactions by access code, phone call, short message service (SMS) text message, knowledge-based questions, and government identification; providing temporary use of non-downloadable software for updating agreements, contracts, databases, records, and systems; providing temporary use of non-downloadable software to automate data warehousing; providing temporary use of non-downloadable software for collecting, facilitating, managing, processing, and transferring electronic payments; providing temporary use of non-downloadable software for triggering actions upon user-defined events; providing temporary use of non-downloadable software for artificial intelligence, machine learning, and deep learning; providing temporary use of non-downloadable software for analyzing agreements, contracts, data, documents, files, and information; providing temporary use of non-downloadable software for analyzing, identifying, reporting, and visualizing data and information in agreements, contracts, documents and files; providing temporary use of non-downloadable software for categorizing, indexing, searching, sorting, sharing, and transmitting agreements, contracts, data, documents, files, and information; providing temporary use of non-downloadable software for reporting data analytics; providing temporary use of non-downloadable software for tracking workflows, auditing information and data, and verifying information and data; providing temporary use of non-downloadable software for creating, analyzing, monitoring, and managing a database of compliance information and data; computer security services in the nature of providing authentication, issuance, validation and revocation of digital certificates.
(4) Notary public services; providing electronic notarization services via a global computer network for others to legally notarize electronic agreements, contracts, documents or files; legal information services; providing legal information via an online interactive database; tracking and monitoring legal requirements in the field of electronic and digital signature technology.
28.
DETECTING OBJECT BURN-IN ON DOCUMENTS IN A DOCUMENT MANAGEMENT SYSTEM
A document management system surfaces changes to a portable document format (PDF) document to a user. The document management system converts each page of the PDF document into images, segments those images, and processes each segment of those images using computer vision and/or natural language processing. The document management system compares segments from an original copy of the PDF document with segments from a modified copy of the PDF document to identify significant changes to the PDF document.
A centralized auditing system receives an audit block containing one or more audit files generated by an audit agent running in an audited device. The audit block additionally stores a first digital signature corresponding to a previous audit block, and a second digital signature generated based at least on the one or more audit files and the first digital signature. After receiving the audit block, the auditing system verifies the integrity of the received audit block based on the second digital signature stored in the audit block and/or the first digital signature corresponding to the previous audit block. In response to verifying the integrity of the received audit block, the auditing system adds the received audit block to an audit register. Moreover, the auditing system adds the one or more audit files included in the audit block to an audit database.
G06F 16/27 - Replication, distribution or synchronisation of data between databases or within a distributed database systemDistributed database system architectures therefor
H04L 9/00 - Arrangements for secret or secure communicationsNetwork security protocols
H04L 9/32 - Arrangements for secret or secure communicationsNetwork security protocols including means for verifying the identity or authority of a user of the system
30.
DETECTING OBJECT BURN-IN ON DOCUMENTS IN A DOCUMENT MANAGEMENT SYSTEM
A document management system surfaces changes to a portable document format (PDF) document to a user. The document management system converts each page of the PDF document into images, segments those images, and processes each segment of those images using computer vision and/or natural language processing. The document management system compares segments from an original copy of the PDF document with segments from a modified copy of the PDF document to identify significant changes to the PDF document.
A method or a system accesses an envelope stored in a first database. The envelope includes a set of secure electronic documents, a workflow of tasks, and one or more events associated with the tasks. The system also accesses a second database that stores a credential of an entity associated with the envelope. In response to authenticating the credential, the system receives and caches an access token in a third database. Further, the system monitors the events associated with the tasks in the workflow. In response to detecting an occurrence of at least one event, the system generates and sends a message with the cached access token to a webhook listener. After authentication of the entity using the access token, the webhook listener is caused to generate and send a notification to an administrator of the entity.
A document execution engine receives a training set of data including training documents that each include one or more passages associated with a passage type and a level of risk. The document execution engine trains a machine learned model based on the training set. The trained machine learned model, when applied to subsequently identified passages within documents in the document execution environment, can identify a passage with above threshold levels of risk (e.g., a high-risk passage) based on a passage type of the passage. The trained machine learned model can then provide for display the high-risk passage and a related passage of the same passage type from a second document within the document execution environment to the user via a document passage comparison interface. Differences between the passages can be highlighted, enabling a user to quickly compare and contrast the passages.
H04L 9/32 - Arrangements for secret or secure communicationsNetwork security protocols including means for verifying the identity or authority of a user of the system
33.
HIGH RISK PASSAGE AUTOMATION IN A DIGITAL TRANSACTION MANAGEMENT PLATFORM
A document execution engine receives a training set of data including training documents that each include one or more passages associated with a passage type and a level of risk. The document execution engine trains a machine learned model based on the training set. The trained machine learned model, when applied to subsequently identified passages within documents in the document execution environment, can identify a passage with above threshold levels of risk (e.g., a high-risk passage) based on a passage type of the passage. The trained machine learned model can then provide for display the high-risk passage and a related passage of the same passage type from a second document within the document execution environment to the user via a document passage comparison interface. Differences between the passages can be highlighted, enabling a user to quickly compare and contrast the passages.
H04L 9/32 - Arrangements for secret or secure communicationsNetwork security protocols including means for verifying the identity or authority of a user of the system
34.
Conferencing platform integration with agenda generation
A centralized document system integrates online document execution and conferencing. Creation of a conference event is detected. The conference event associated with an electronic signature envelope and a plurality of participants. A plurality of actions to be taken with respect to the electronic signature envelope during a conference corresponding to the conference event are determined. For each of one or more actions of the plurality of actions, a corresponding participant is determined based on metadata of the plurality of participants. An agenda comprising a sequence of the plurality of actions is generated. Each action of the sequence has its assigned corresponding participant. Control permissions during the conference corresponding to the conference event are dynamically driver based on the agenda.
A system and method for electronic document management including: creating an executable document object, wherein the executable document object comprises at least one programmable element; constructing an interaction schema object, wherein each interaction schema comprises: executable logic and a trigger as part of an inbound interaction schema or an outbound interaction schema that associates an external resource with the executable document object; and bundling the interaction schema object with the executable document object. The method further includes: in response to triggering an inbound interaction schema trigger: activating the executable logic of the inbound interaction schema, initiating at least one programmable element of the executable document object, and updating the state of the executable document object; and in response to triggering an outbound interaction schema trigger: activating the executable logic of the outbound interaction schema, and modifying the associated external resource with respect to the state of the executable document object.
An agenda dictating a sequence of actions to occur during a conference associated with a plurality of participants is accessed. The sequence of actions is associated with an electronic signature envelope. Content shared by a sharing participant of the conference is monitored for content corresponding to a given action of the sequence. Responsive to detecting the content corresponding to the given action, an acting participant for the given action is determined and data obtained from sensors of a client device of the acting participant is monitored. It is determined that the data indicates that the acting participant has performed the given action and an auditable data structure reflective of the data is generated. The content shared by the sharing participant of the conference is automatically modified to include content corresponding to a next action of the sequence of actions.
An agenda dictating a sequence of actions to occur during a conference including plural participants is accessed. The sequence is associated with an electronic signature envelope. Content shared by a conference sharing participant is monitored for content corresponding to a given action of the sequence. Responsive to detecting the content corresponding to the given action, an acting participant is determined for the given action and edit permissions conferring an ability to edit the monitored content are granted to the acting participant. Acting participant's input into the content shared by the sharing participant is monitored for data entry corresponding to the given action. Responsive to detecting the data entry during the monitoring, the edit permissions from the acting participant are removed. The content shared by the sharing participant of the conference is automatically modified to include content corresponding to a next action of the sequence of actions.
09 - Scientific and electric apparatus and instruments
42 - Scientific, technological and industrial services, research and design
45 - Legal and security services; personal services for individuals.
Goods & Services
Contract management services for business purposes; computerized database management; business data analysis, namely, collecting, reporting, analyzing and integrating business data related to business contracts, agreements, and procurement activities; data processing services; collection and organization of data for others for business purposes Electronic transmission, delivery, and reception of agreements, contracts, data, documents, files, messages, and information via telecommunication networks; Encrypted electronic transmission, delivery, and reception of agreements, contracts, data, documents, files, messages, and information via telecommunication networks; Electronic transmission, delivery, and reception of user authorization, identification, and verification data and information via telecommunication networks; Electronic transmission of electronic and digital signatures via telecommunication networks; Electronic transmission of payment and financial data via telecommunication networks; Signal and data transmission for electronic commerce via telecommunication systems and data communication system; Providing access to databases; Providing access to databases featuring agreements, contracts, data, documents, files, messages, and information; Electronic transmission, delivery, and reception of database information via telecommunication networks; Electronic exchange of agreements, contracts, data, documents, files, messages, and information stored in databases via telecommunication networks Downloadable software for automating electronic agreement, contract, document and file generation; Downloadable software for creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Downloadable software for creating agreement, contract, document and file templates; Downloadable software for transferring data and information into electronic agreements, contracts, documents and files; Downloadable software for integrating data and information into electronic agreements, contracts, documents and files; Downloadable software for creating electronic agreements, contracts, documents, and files that automatically configure based on user settings; Downloadable software featuring guided instruction on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Downloadable software featuring interactive instruction on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Downloadable software for editing, redlining, and reviewing electronic agreements, contracts, documents and files; Downloadable software for auditing electronic agreements, contracts, documents and files; Downloadable software for tracking changes in electronic agreements, contracts, documents and files; Downloadable software for tracking versions of electronic agreements, contracts, documents and files; Downloadable software for collaborating on the creation, configuration, customization, and generation of electronic agreements, contracts, documents and files; Downloadable software for indexing data, text, and information in electronic agreements, contracts, documents and files; Downloadable software for agreement, contract, document and file management; Downloadable software for sending, routing and transmitting electronic agreements, contracts, data, documents, files, and information; Downloadable software for electronic and digital signatures; Downloadable software for capturing, managing, monitoring, authenticating, and verifying electronic and digital signatures; Downloadable software for electronic signature verification using technology to authenticate user identity; Downloadable software for identification, authentication, and verification of users; Downloadable software for identification verification, namely, authentication of personal identification information; Downloadable software for user authentication in e-commerce transactions by access code, phone call, short message service (SMS) text message, knowledge-based questions, and government identification; Downloadable software for updating agreements, contracts, databases, records, and systems; Downloadable software for automating data warehousing; Downloadable software for collecting, facilitating, managing, processing, and transferring electronic payments; Downloadable software for triggering actions upon user-defined events, namely, sending documents for electronic signatures, managing recipient access, adding fillable fields to forms, setting reminders for signing, establishing signing order, and tracking document status; Downloadable software using artificial intelligence for use in machine learning and deep learning; Downloadable software for analyzing agreements, contracts, data, documents, files, and information; Downloadable software for analyzing, identifying, reporting, and visualizing data and information in agreements, contracts, documents and files; Downloadable software for categorizing, indexing, searching, sorting, sharing, and transmitting agreements, contracts, data, documents, files, and information; Downloadable software for reporting data analytics; Downloadable software for tracking workflows, auditing information and data, and verifying information and data; Downloadable software for creating, analyzing, monitoring, and managing a database of compliance information and data; Downloadable software for computer security in the nature of providing authentication, issuance, validation and revocation of digital certificates; Downloadable computer software for electronic data verification and authentication; Downloadable software for generating, obtaining, managing, capturing, storing, processing, and viewing electronic signatures and electronic signature dates; Downloadable software for electronic data storage; Downloadable software for a mobile notary for use in verifying signatures; Downloadable software for creating, transmitting, and storing electronic data, information, documents, and messages; Downloadable software to allow users for perform electronic business transactions via global computer network; Downloadable software for digital document exchange; Downloadable software for time and date stamping digital and electronic certificates Providing temporary use of non-downloadable software for automating electronic agreement, contract, document and file generation; Providing temporary use of non-downloadable software for creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for creating agreement, contract, document and file templates; Providing temporary use of non-downloadable software for transferring data and information into electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for integrating data and information into electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for creating electronic agreements, contracts, documents, and files that automatically configure based on user settings; Providing temporary use of non-downloadable software featuring guided instructions on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software featuring interactive instruction on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software editing, redlining, and reviewing electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for auditing electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for tracking changes in electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for tracking versions of electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for collaborating on the creation, configuration, customization, and generation of electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for indexing data, text, and information in electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for agreement, contract, document and file management; Providing temporary use of non-downloadable software for sending, routing and transmitting electronic agreements, contracts, data, documents, files, and information; Providing temporary use of non-downloadable software for electronic and digital signatures; Providing temporary use of non-downloadable software for capturing, managing, monitoring, authenticating, and verifying electronic and digital signatures; Electronic signature verification services using technology to authenticate user identity; Providing temporary use of non-downloadable software for identification, authentication, and verification of users; Identification verification services, namely, providing temporary use of online non-downloadable software for authentication of personal identification information; Providing user authentication services in e-commerce transactions by single-sign on technology and multifactor authentication using access codes, phone calls, short message service (SMS) text message, knowledge-based questions, and government identification; Providing temporary use of non-downloadable software for updating agreements, contracts, databases, records, and systems; Providing temporary use of non-downloadable software to automate data warehousing; Providing temporary use of non-downloadable software for collecting, facilitating, managing, processing, and transferring electronic payments; Providing temporary use of non-downloadable software for triggering actions upon user-defined events, namely, sending documents for electronic signatures, managing recipient access, adding fillable fields to forms, setting reminders for signing, establishing signing order, and tracking document status; Providing temporary use of non-downloadable software using artificial intelligence for machine learning and deep learning; Providing temporary use of non-downloadable software for analyzing agreements, contracts, data, documents, files, and information; Providing temporary use of non-downloadable software for analyzing, identifying, reporting, and visualizing data and information in agreements, contracts, documents and files; Providing temporary use of non-downloadable software for categorizing, indexing, searching, sorting, sharing, and transmitting agreements, contracts, data, documents, files, and information; Providing temporary use of non-downloadable software for reporting data analytics; Providing temporary use of non-downloadable software for tracking workflows, auditing information and data, and verifying information and data; Providing temporary use of non-downloadable software for creating, analyzing, monitoring, and managing a database of compliance information and data; Computer security services in the nature of providing authentication, issuance, validation and revocation of digital certificates Notary public services; Providing electronic notarization services via a global computer network for others to legally notarize electronic agreements, contracts, documents or files; Legal information services; Providing an online interactive database featuring legal information; Tracking and monitoring legal and regulatory requirements in the field of electronic and digital signature technology for regulatory compliance purposes
09 - Scientific and electric apparatus and instruments
42 - Scientific, technological and industrial services, research and design
45 - Legal and security services; personal services for individuals.
Goods & Services
Contract management services for business purposes; computerized database management; business data analysis, namely, collecting, reporting, analyzing and integrating business data related to business contracts, agreements, and procurement activities; data processing services; collection and organization of data for others for business purposes Electronic transmission, delivery, and reception of agreements, contracts, data, documents, files, messages, and information via telecommunication networks; Encrypted electronic transmission, delivery, and reception of agreements, contracts, data, documents, files, messages, and information via telecommunication networks; Electronic transmission, delivery, and reception of user authorization, identification, and verification data and information via telecommunication networks; Electronic transmission of electronic and digital signatures via telecommunication networks; Electronic transmission of payment and financial data via telecommunication networks; Signal and data transmission for electronic commerce via telecommunication systems and data communication system; Providing access to databases; Providing access to databases featuring agreements, contracts, data, documents, files, messages, and information; Electronic transmission, delivery, and reception of database information via telecommunication networks; Electronic exchange of agreements, contracts, data, documents, files, messages, and information stored in databases via telecommunication networks Downloadable software for automating electronic agreement, contract, document and file generation; Downloadable software for creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Downloadable software for creating agreement, contract, document and file templates; Downloadable software for transferring data and information into electronic agreements, contracts, documents and files; Downloadable software for integrating data and information into electronic agreements, contracts, documents and files; Downloadable software for creating electronic agreements, contracts, documents, and files that automatically configure based on user settings; Downloadable software featuring guided instruction on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Downloadable software featuring interactive instruction on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Downloadable software for editing, redlining, and reviewing electronic agreements, contracts, documents and files; Downloadable software for auditing electronic agreements, contracts, documents and files; Downloadable software for tracking changes in electronic agreements, contracts, documents and files; Downloadable software for tracking versions of electronic agreements, contracts, documents and files; Downloadable software for collaborating on the creation, configuration, customization, and generation of electronic agreements, contracts, documents and files; Downloadable software for indexing data, text, and information in electronic agreements, contracts, documents and files; Downloadable software for agreement, contract, document and file management; Downloadable software for sending, routing and transmitting electronic agreements, contracts, data, documents, files, and information; Downloadable software for electronic and digital signatures; Downloadable software for capturing, managing, monitoring, authenticating, and verifying electronic and digital signatures; Downloadable software for electronic signature verification using technology to authenticate user identity; Downloadable software for identification, authentication, and verification of users; Downloadable software for identification verification, namely, authentication of personal identification information; Downloadable software for user authentication in e-commerce transactions by access code, phone call, short message service (SMS) text message, knowledge-based questions, and government identification; Downloadable software for updating agreements, contracts, databases, records, and systems; Downloadable software for automating data warehousing; Downloadable software for collecting, facilitating, managing, processing, and transferring electronic payments; Downloadable software for triggering actions upon user-defined events, namely, sending documents for electronic signatures, managing recipient access, adding fillable fields to forms, setting reminders for signing, establishing signing order, and tracking document status; Downloadable software using artificial intelligence for use in machine learning and deep learning; Downloadable software for analyzing agreements, contracts, data, documents, files, and information; Downloadable software for analyzing, identifying, reporting, and visualizing data and information in agreements, contracts, documents and files; Downloadable software for categorizing, indexing, searching, sorting, sharing, and transmitting agreements, contracts, data, documents, files, and information; Downloadable software for reporting data analytics; Downloadable software for tracking workflows, auditing information and data, and verifying information and data; Downloadable software for creating, analyzing, monitoring, and managing a database of compliance information and data; Downloadable software for computer security in the nature of providing authentication, issuance, validation and revocation of digital certificates; Downloadable computer software for electronic data verification and authentication; Downloadable software for generating, obtaining, managing, capturing, storing, processing, and viewing electronic signatures and electronic signature dates; Downloadable software for electronic data storage; Downloadable software for a mobile notary for use in verifying signatures; Downloadable software for creating, transmitting, and storing electronic data, information, documents, and messages; Downloadable software to allow users for perform electronic business transactions via global computer network; Downloadable software for digital document exchange; Downloadable software for time and date stamping digital and electronic certificates Providing temporary use of non-downloadable software for automating electronic agreement, contract, document and file generation; Providing temporary use of non-downloadable software for creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for creating agreement, contract, document and file templates; Providing temporary use of non-downloadable software for transferring data and information into electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for integrating data and information into electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for creating electronic agreements, contracts, documents, and files that automatically configure based on user settings; Providing temporary use of non-downloadable software featuring guided instructions on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software featuring interactive instruction on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software editing, redlining, and reviewing electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for auditing electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for tracking changes in electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for tracking versions of electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for collaborating on the creation, configuration, customization, and generation of electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for indexing data, text, and information in electronic agreements, contracts, documents and files; Providing temporary use of non-downloadable software for agreement, contract, document and file management; Providing temporary use of non-downloadable software for sending, routing and transmitting electronic agreements, contracts, data, documents, files, and information; Providing temporary use of non-downloadable software for electronic and digital signatures; Providing temporary use of non-downloadable software for capturing, managing, monitoring, authenticating, and verifying electronic and digital signatures; Electronic signature verification services using technology to authenticate user identity; Providing temporary use of non-downloadable software for identification, authentication, and verification of users; Identification verification services, namely, providing temporary use of online non-downloadable software for authentication of personal identification information; Providing user authentication services in e-commerce transactions by single-sign on technology and multifactor authentication using access codes, phone calls, short message service (SMS) text message, knowledge-based questions, and government identification; Providing temporary use of non-downloadable software for updating agreements, contracts, databases, records, and systems; Providing temporary use of non-downloadable software to automate data warehousing; Providing temporary use of non-downloadable software for collecting, facilitating, managing, processing, and transferring electronic payments; Providing temporary use of non-downloadable software for triggering actions upon user-defined events, namely, sending documents for electronic signatures, managing recipient access, adding fillable fields to forms, setting reminders for signing, establishing signing order, and tracking document status; Providing temporary use of non-downloadable software using artificial intelligence for machine learning and deep learning; Providing temporary use of non-downloadable software for analyzing agreements, contracts, data, documents, files, and information; Providing temporary use of non-downloadable software for analyzing, identifying, reporting, and visualizing data and information in agreements, contracts, documents and files; Providing temporary use of non-downloadable software for categorizing, indexing, searching, sorting, sharing, and transmitting agreements, contracts, data, documents, files, and information; Providing temporary use of non-downloadable software for reporting data analytics; Providing temporary use of non-downloadable software for tracking workflows, auditing information and data, and verifying information and data; Providing temporary use of non-downloadable software for creating, analyzing, monitoring, and managing a database of compliance information and data; Computer security services in the nature of providing authentication, issuance, validation and revocation of digital certificates Notary public services; Providing electronic notarization services via a global computer network for others to legally notarize electronic agreements, contracts, documents or files; Legal information services; Providing an online interactive database featuring legal information; Tracking and monitoring legal and regulatory requirements in the field of electronic and digital signature technology for regulatory compliance purposes
40.
DISCOVERY OF DOCUMENT TEMPLATES IN A DOCUMENT MANAGEMENT SYSTEM
A system, for example, a document management system stores documents and manages workflows associated with documents. The document management system allows discovery of templates based on explicit searches performed by users or automatic searches performed based on a context. The document management system allows generating new document templates based on selected versions of document component templates. The generated document template may be stored as a new version. The document management system instantiates documents based on templates by predicting values of variables used in the template based on various factors that describe the context in which the template is being used. The values used for instantiating variables may be generated using machine learning models that may be trained using historical data stored in the document management system.
A system, for example, a document management system stores documents and manages workflows associated with documents. The document management system allows discovery of templates based on explicit searches performed by users or automatic searches performed based on a context. The document management system allows generating new document templates based on selected versions of document component templates. The generated document template may be stored as a new version. The document management system instantiates documents based on templates by predicting values of variables used in the template based on various factors that describe the context in which the template is being used. The values used for instantiating variables may be generated using machine learning models that may be trained using historical data stored in the document management system.
A system and a method are disclosed for providing recommendations for sets of security operations for improving security of documents created or executed within an online document system. A supplier entity may select sets of security operations to be performed for a request provided to a signing entity. The online document system computes an aggregate measure of security for the selected sets of security operations and compares it to a threshold measure of security. If the aggregate measure is less than the threshold measure, the online document system uses a machine-learned model to identify additional sets of security operations that when added, results in an updated aggregate measure of security greater than the threshold. The additional sets of security operations are presented to the supplier entity for inclusion within a security operation workflow in combination with the selected sets of security operations.
A system, for example, a document management system stores documents and manages workflows associated with documents. The document management system allows discovery of templates based on explicit searches performed by users or automatic searches performed based on a context. The document management system allows generating new document templates based on selected versions of document component templates. The generated document template may be stored as a new version. The document management system instantiates documents based on templates by predicting values of variables used in the template based on various factors that describe the context in which the template is being used. The values used for instantiating variables may be generated using machine learning models that may be trained using historical data stored in the document management system.
A method, a system, and a computer program product for storing documents and managing workflows associated with documents. Templates are identified based on searches performed based on a context. New document templates are generated based on selected versions of document component templates. The generated document template is stored as a new version. Documents are instantiated based on templates by predicting values of variables used in the template based on various factors that describe the context in which the template is being used. The values used for instantiating variables are generated using machine learning models that is trained using stored historical data.
Techniques for providing data security services with respect to cloud-based services are described. Examples include a security service provider (“SSP”) configured to perform or provide one or more security-related services or functions with respect to or on behalf of some other system or service. The other system or service may be, for example, a cloud-based system that provides network-accessible services. The SSP allows a user of the cloud-based service to provide and manage one or more security-related services, such as data storage, encryption, decryption, key management, and the like. By using and controlling the SSP, the user can be confident that his or her data is being securely represented and stored, even though it is being operated upon by a cloud-based service that is not under the user's control.
H04L 29/06 - Communication control; Communication processing characterised by a protocol
G06F 12/14 - Protection against unauthorised use of memory
G06F 21/64 - Protecting data integrity, e.g. using checksums, certificates or signatures
H04L 9/32 - Arrangements for secret or secure communicationsNetwork security protocols including means for verifying the identity or authority of a user of the system
A system and a method are disclosed for automatic content upload and process. The system retrieves a set of files from a source location based on instructions received from a client device of a user. The system then classifies the set of files into a plurality of categories corresponding to a sequence of one or more services configured to process or store files. The system then generates a data structure storing key values, where the key values are derived based on respective processing of subsets of files. Responsive to receiving an input to execute logic relating to the set of files, the system determines that the input is associated with one or more of the key values, retrieves the one or more of the key values, and executing the logic using the one or more retrieved key values.
A system and a method are disclosed for automatic content upload and process. The system retrieves a set of files from a source location based on instructions received from a client device of a user. The system then classifies the set of files into a plurality of categories corresponding to a sequence of one or more services configured to process or store files. The system then generates a data structure storing key values, where the key values are derived based on respective processing of subsets of files. Responsive to receiving an input to execute logic relating to the set of files, the system determines that the input is associated with one or more of the key values, retrieves the one or more of the key values, and executing the logic using the one or more retrieved key values.
An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.
An online document system manages access to features within the online document system. The online document system may identify a first entity and a second entity associated with the first entity. The online document system may apply a trained machine learning model to a characteristic of at least one of the first entity or the second entity to identify one or more features within an online document system to recommend. The machine learning model may have been trained using feature training data describing one or more characteristics of a plurality of entities and describing historical activity associated with a usage of a plurality of features within the online document system by the plurality of entities. The online document system may output an indication of the one or more identified features to the first entity.
An online document system provides a recommendation for one or more features within the online document system to an entity. The online document system accesses a set of feature training data to train a machine learning model. The set of feature training data may describe characteristics of entities associated with the online document system and historical activity associated with the entities' usage of the online document system's features. The machine learning model may be configured to identify a feature to recommend to an entity based on the entity's characteristics and history of using other features within the online document system. For example, data representing the entity's user accounts and use of an electronic signature feature is used by the machine learning model to identify a document authentication feature to recommend to the entity. The online document system may then provide the identified feature in a recommendation to the entity.
A system and a method are disclosed for receiving a set of rules associated with a document type from a supplier entity. Each rule identifies a set of conditions and a set of actions to be taken after a document of a document type is signed if the set of conditions is satisfied. When a supplier entity sends a document of the document type to a signing entity and the signing entity provides an electronic signature, the system determines whether conditions of rules associated with the document type are satisfied. For each rule that is satisfied, the system performs actions identified by the rule.
H04L 9/32 - Arrangements for secret or secure communicationsNetwork security protocols including means for verifying the identity or authority of a user of the system
G06F 21/62 - Protecting access to data via a platform, e.g. using keys or access control rules
G06F 21/64 - Protecting data integrity, e.g. using checksums, certificates or signatures
52.
USING MACHINE LEARNING TO IDENTIFY LEGAL OBLIGATIONS IN A DOCUMENT MANAGEMENT SYSTEM
A document management system uses machine learning to identify legal obligations within contract documents. The document management system trains a machine-learned model using historical contract documents having historical legal obligations; the trained machine-learned model is configured to identify portions of text within a contract document that correspond to legal obligations. The machine-learned model, applied to a set of contract documents, identifies a set of legal obligations. The document management system presents, via a user interface, information about the set of identified legal obligations.
A document management system identifies policies specific to an entity's domain and applies relevant policies to documents managed by the entity. The document management system identifies a portion of the document with a triggering property associated with the entity's domain and tags that portion with an application programming interface (API) plug-in. After the document is transmitted to a recipient, the document management system activates the API plug-in. The API plug-in runs a function on the document, applying a subset of the entity's policies to the document.
A document management system uses machine learning to identify legal obligations within contract documents. The document management system trains a machine-learned model using historical contract documents having historical legal obligations; the trained machine-learned model is configured to identify portions of text within a contract document that correspond to legal obligations. The machine-learned model, applied to a set of contract documents, identifies a set of legal obligations. The document management system presents, via a user interface, information about the set of identified legal obligations.
A document management system uses an objective loss function to improve the performance of optical character recognition (OCR) processes on images of documents. A user captures an image of a document, which is imported into the document management system. The document management system performs OCR on a high resolution version of the image of the document, obtaining a first set of text representative of the text of the document. The document management system applies a machine-learned model on a low-resolution version of the image of the document, producing a denoised image that is of a higher resolution than that input into the machine-learned model. The document management system performs OCR on the denoised image, obtaining a second set of text representative of the text of the document. The document management system compares the first and second sets of text in the form of an objective loss function. The document management system subsequently generates a feature vector from the comparison of the sets of text and retrains the machine-learned model with the generated feature vector.
A system, for example, a document management system implements an asynchronous work queue for processing work items. Examples of work items include sending an email with a link to a document, execution of a document by receiving a user signature, collaborative editing of a document, configuring a form based on a document for presenting to a user, and so on. The system stores metadata describing work items in an asynchronous work queue. The asynchronous work queue repeatedly receives work items and stores metadata describing the work items. The system creates a work item container including a set of work items stored in the asynchronous work queue that were received during a particular time interval. The system provides the work item container, for example, to a subscriber for execution of work items in the work item container. The system repeats the process for each subsequent time interval.
A system and method for managing an electronic contract for hybrid runtime execution, which includes a contract execution service that comprises an internal runtime environment and a set of integrations to external resources with at least one integration to an on-chain runtime, wherein the contract execution service comprises configuration to: establish the electronic contract, wherein the electronic contract comprises a set of executable programmable components and a set of natural language components; change the state of the electronic contract and generate a contract event; and in response to the contract event: extend execution of the electronic contract to an on-chain environment, when the contract event includes an associated on-chain integration; and extend execution of the electronic contract to an external application resource, when the contract event includes an associated external service integration.
G06F 16/27 - Replication, distribution or synchronisation of data between databases or within a distributed database systemDistributed database system architectures therefor
58.
INTEGRATION OF PICTORIAL CONTENT INTO SECURE SIGNATURE DOCUMENTS
A system and a method are disclosed for enabling pictorial content to be added to a secure document. In an embodiment, a secure document tool receives a request, from an administrator of the secure document, to enable modification of a region of the secure document with an addition of pictorial content, the secure document configured to prevent modification of contents of the secure document by a signer, the secure document enabled to accept a signature on the secure document by the signer. The secure document tool receives, from the signer, a command to add pictorial content to the region, and responsively adds the pictorial content to the region. The secure document tool receives from the signer, a signature on the secure document, and responsively disables the secure document from accepting further modifications.
A system and a method are disclosed for detecting that a requesting user is transmitting a request to a recipient user to perform one or more tasks with respect to a secure document. The system extracts features associated with the secure document and inputs the features into a machine learning model that outputs one or more probabilities corresponding to a potential failure of the request. Based on the one or more probabilities, the system generates one or more feature modification activities to improve a likelihood of the recipient user completing the request. The system provides the one or more feature modification activities to at least one of the requesting user and the recipient user.
A document management system sends a distinct copy of a set of documents to each of a plurality of recipients in a bulk sending process. Each copy is associated with one or more actions to be taken by a corresponding recipient. The document management system generates an interface that displays, for each copy of the set of documents, the recipient of the copy and a status of the copy. The document management system receives an identification of a subset of the copies of the set of documents. The document management system performs a bulk action on each of the subset of the copies without performing the bulk action on any remaining copies of the set of documents.
A system configures, executes, and monitors document workflows executing using workflow engines executing on cloud platforms. The system generates a platform independent document workflow specification that describes a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a cloud platform. The system compiles the platform independent document workflow specification to generate a platform specific document workflow specification configured for execution on a target workflow engine executing on a target cloud platform. A document workflow orchestration runtime executes and monitors the execution of the platform specific document workflow specification.
An online document system enables simultaneous collaboration on a shared document. Users associated with two or more collaborating entities can see edits and comments made to the shared document from all participants in real time. A first entity chooses to make all edits public to everyone or temporarily locks a clause so that the real time edits to the clause are only visible to users associated with the first entity. This allows all users associated with the first entity to continue to collaborate among themselves on edits to the locked document until it is in a state where they are ready for the rest of the users associated with other entities to view the changes. At the same time, the other users can continue to review, edit, and collaborate on the other clauses in the document. When the permissions are updated, all entities can again view the clauses for negotiation.
A system configures, executes, and monitors document workflows executing using workflow engines executing on cloud platforms. The system generates a platform independent document workflow specification that describes a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a cloud platform. The system compiles the platform independent document workflow specification to generate a platform specific document workflow specification configured for execution on a target workflow engine executing on a target cloud platform. A document workflow orchestration runtime executes and monitors the execution of the platform specific document workflow specification.
A system configures, executes, and monitors document workflows executing using workflow engines executing on cloud platforms. The system generates a platform independent document workflow specification that describes a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a cloud platform. The system compiles the platform independent document workflow specification to generate a platform specific document workflow specification configured for execution on a target workflow engine executing on a target cloud platform. A document workflow orchestration runtime executes and monitors the execution of the platform specific document workflow specification.
A system configures, executes, and monitors document workflows executing using workflow engines executing on cloud platforms. The system generates a platform independent document workflow specification that describes a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a cloud platform. The system compiles the platform independent document workflow specification to generate a platform specific document workflow specification configured for execution on a target workflow engine executing on a target cloud platform. A document workflow orchestration runtime executes and monitors the execution of the platform specific document workflow specification.
An online document system enables simultaneous collaboration on a shared document. Users associated with two or more collaborating entities can see edits and comments made to the shared document from all participants in real time. A first entity chooses to make all edits public to everyone or temporarily locks a clause so that the real time edits to the clause are only visible to users associated with the first entity. This allows all users associated with the first entity to continue to collaborate among themselves on edits to the locked document until it is in a state where they are ready for the rest of the users associated with other entities to view the changes. At the same time, the other users can continue to review, edit, and collaborate on the other clauses in the document. When the permissions are updated, all entities can again view the clauses for negotiation.
A document management system generates and validates online documents. The document management system enables the customization of an online document through various rendering parameters for customizing the appearance of agreement content rendered to a receiving entity. The document management system may validate the rendering parameters of customized online documents to determine a likelihood that the documents are valid. For example, the system may determine a likelihood that an online document generated with prechecked checkbox is invalid. The document management system may recommend custom templates for online documents or modifications to an online document that may increase a likelihood of achieving an originating entity's objective. For example, the document management system can apply a machine-learned model to recommend a target rendering parameter for inclusion that would increase the likelihood of a receiving entity clicking an “Agree” button.
A document management system generates and validates online documents. The document management system enables the customization of an online document through various rendering parameters for customizing the appearance of agreement content rendered to a receiving entity. The document management system may validate the rendering parameters of customized online documents to determine a likelihood that the documents are valid. For example, the system may determine a likelihood that an online document generated with prechecked checkbox is invalid. The document management system may recommend custom templates for online documents or modifications to an online document that may increase a likelihood of achieving an originating entity's objective. For example, the document management system can apply a machine-learned model to recommend a target rendering parameter for inclusion that would increase the likelihood of a receiving entity clicking an “Agree” button.
A document management system generates and validates online documents. The document management system enables the customization of an online document through various rendering parameters for customizing the appearance of agreement content rendered to a receiving entity. The document management system may validate the rendering parameters of customized online documents to determine a likelihood that the documents are valid. For example, the system may determine a likelihood that an online document generated with prechecked checkbox is invalid. The document management system may recommend custom templates for online documents or modifications to an online document that may increase a likelihood of achieving an originating entity's objective. For example, the document management system can apply a machine-learned model to recommend a target rendering parameter for inclusion that would increase the likelihood of a receiving entity clicking an "Agree" button.
A document management system can include an artificial intelligence-based document manager that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity. For instance, the document management system can apply a machine-learning model to determine how long an expiring agreement document is likely to take to renegotiate and can prompt a user to begin the renegotiation process in advance. The document management system can detect a change to language in a particular clause type and can prompt a user to update other documents that include the clause type to include the change. The document management system can determine a type of a document being worked on and can identify one or more actions that a corresponding user may want to take using a machine-learning model trained on similar documents and similar users.
An agenda dictating a sequence of actions to occur during a conference associated with a plurality of participants is accessed. The sequence of actions is associated with an electronic signature envelope. Content shared by a sharing participant of the conference is monitored for content corresponding to a given action of the sequence. Responsive to detecting the content corresponding to the given action, an acting participant for the given action is determined and data obtained from sensors of a client device of the acting participant is monitored. It is determined that the data indicates that the acting participant has performed the given action and an auditable data structure reflective of the data is generated. The content shared by the sharing participant of the conference is automatically modified to include content corresponding to a next action of the sequence of actions.
A document management system trains a machine learned model to rank text suggestions based on a likelihood that the suggestion will be selected to complete initial text input by a user in a newly generated contract. The user inputs the initial text into a new contract document, based on which the document management system searches a database of historical contract documents for relevant text suggestions. The document management system applies the machine learned model to the relevant text suggestions and characteristics of the new contract document, ranking those that are most relevant to the user. The user selects at least one of the top ranked text suggestions. The document management system modifies the contract document to include the selected text suggestion.
An online document system can allow users to track various amendments made over time and corresponding to an original document. The online document system accesses the original document comprising a plurality of content sections and a set of amendment documents each comprising one or more amendments to the original document. The online document system applies a machine-learned model to the original document and the set of amendment documents to identify, for each amendment, a content section of the plurality that corresponds to the amendment and a type of amendment corresponding to the amendment. The online document system generates an amended original document comprising the plurality of content sections modified to include each amendment. The online document system displays the amended original document by displaying each of the plurality of content sections and, in conjunction with each content section, any amendments corresponding to the content section are highlighted.
A document execution engine that receives a document for execution within a document execution environment. The document execution engine may also detect activity within the document execution environment associated with the received document, and apply the trained machine learned model to the detected activity to determine if the detected activity is representative of malicious behavior and, in response to determining that the detected activity is representative of malicious behavior, to identify remedial actions that can mitigate the malicious behavior. The document execution engine may also provide, to a device of a user, a recommendation to perform the identified remedial actions.
A highlighting engine modifies a target document by identifying and highlighting a set of text passages. The highlighting engine receives a training set of data including documents that each include a set of highlighted text passages. The highlighting engine trains a machine learned model using the training set of data. The trained machine learned model, when applied to subsequent identified candidate sets of text passages within the target document, identifies the set of text passages to highlight. The highlighting engine modifies the target document with the highlighted set of text passages and provides the modified target document for display via an interface. The highlighted set of text passages enable a user to quickly read and understand the target document.
Techniques for obtaining electronic signatures via word processing applications are described. One approach utilizes a code module, also referred to as a “markup module,” that executes within a word processing application and that facilitates the preparation of a document for electronic signature. A user can operate the word processing application together with the markup module in order to add signature tag markers to the document and to provide recipient information about intended signers, such as names and email addresses. Once the document has been prepared, the code module transmits the document (including the added signature tag markers) and the recipient information to a digital transaction service. The digital transaction service then manages the signing of the document, such as by notifying the recipient, receiving the recipient's signature and securely storing the signature in association with the document.
H04L 9/32 - Arrangements for secret or secure communicationsNetwork security protocols including means for verifying the identity or authority of a user of the system
A document management system sends a distinct copy of a set of documents to each of a plurality of recipients in a bulk sending process, producing a batch of document sets. The document management system can facilitate the performance of a bulk action on the batch of document sets by a sending entity. Examples include a bulk corrective action, a bulk void action, a bulk re-send action, and a bulk download action. In addition, the document management system can identify document sets sent separately that are likely parts of a batch of document sets using one or more similarity criteria. The document management system can recommend that a sending entity combine the identified document sets into a batch of document sets, enabling the sending entity to perform bulk actions on the document sets.
A system and method for transitioning a distributed ledger network according to a legal contract that includes: establishing a contract, which comprises generating a set of programmable clauses for the contract by implementing a templating system comprised of a template model that contains the logic of each programmable clause of the set of programmable clauses; operating a distributed ledger network between participants, wherein the distributed ledger network is configured with an application model that maps to the template model; updating the contract state; updating the distributed ledger network according to the application model; in response to at least one update to the contract state, recording an update to the distributed ledger network; and in response to at least one contract-associated update in the distributed ledger network, initiating execution of at least one programmable clause of the contract and recording a subsequent update to the distributed ledger network.
H04L 9/32 - Arrangements for secret or secure communicationsNetwork security protocols including means for verifying the identity or authority of a user of the system
79.
Bulk envelope management in a document management system
A document management system sends a distinct copy of a set of documents to each of a plurality of recipients in a bulk sending process, producing a batch of document sets. The document management system can facilitate the performance of a bulk action on the batch of document sets by a sending entity. Examples include a bulk corrective action, a bulk void action, a bulk re-send action, and a bulk download action. In addition, the document management system can identify document sets sent separately that are likely parts of a batch of document sets using one or more similarity criteria. The document management system can recommend that a sending entity combine the identified document sets into a batch of document sets, enabling the sending entity to perform bulk actions on the document sets.
Systems and methods are disclosed herein for generating and modifying a workflow comprising a series of webpages based on an online document. A document management system accesses an online document selected by a user and classifies each field of the online document into one of a set of categories. For each category, the system generates a form webpage comprising questions corresponding to each field classified as the category and combines the generated webpages to create a workflow. The system may modify the workflow by generating and adding one or more additional form webpages based on one or more answers provided by an entity completing the webform page. In response to the entity completing the modified generated workflow, the system generates a completed document based on the online document and the answers provided by the entity.
Systems and methods are disclosed herein for generating and modifying a workflow comprising a series of webpages based on an online document. A document management system accesses an online document selected by a user and classifies each field of the online document into one of a set of categories. For each category, the system generates a form webpage comprising questions corresponding to each field classified as the category and combines the generated webpages to create a workflow. The system may modify the workflow by generating and adding one or more additional form webpages based on one or more answers provided by an entity completing the webform page. In response to the entity completing the modified generated workflow, the system generates a completed document based on the online document and the answers provided by the entity.
A system configures, executes, and monitors document workflows executing using workflow engines executing on cloud platforms. The system generates a platform independent document workflow specification that describes a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a cloud platform. The system compiles the platform independent document workflow specification to generate a platform specific document workflow specification configured for execution on a target workflow engine executing on a target cloud platform. A document workflow orchestration runtime executes and monitors the execution of the platform specific document workflow specification.
A document management system processes application programming interface (API) requests received from entities. The document management system processes the API requests to perform operations such as modifying a document, executing a document, or sending a set of documents to another entity. The document management system enforces API limits on API requests received from entities and processed by the document management system. The document management system allows an entity to request a modification to an API limit to a target API limit and determines whether to approve the requested modification. The document management system determines whether to approve the requested API limits based on a comparison with other entities that are similar to the entity based on past API requests received from the other entities.
G06F 3/00 - Input arrangements for transferring data to be processed into a form capable of being handled by the computerOutput arrangements for transferring data from processing unit to output unit, e.g. interface arrangements
A system, for example, a document management system stores documents and manages workflows associated with documents. The document management system allows discovery of templates based on explicit searches performed by users or automatic searches performed based on a context. The document management system allows generating new document templates based on selected versions of document component templates. The generated document template may be stored as a new version. The document management system instantiates documents based on templates by predicting values of variables used in the template based on various factors that describe the context in which the template is being used. The values used for instantiating variables may be generated using machine learning models that may be trained using historical data stored in the document management system.
Through a workflow interface, a document management system enables a user to establish a document workflow. The document workflow establishes a set of document actions for the document management system to perform automatically in response to a request from the user. The user defines the document workflow by selecting from a set of workflow operations and specifying parameters for the selected workflow operation. The user additionally defines an approval workflow operation and a rejection workflow operation that designate document actions in the event that a document is approved or rejected, respectively. The document management system performs at least a portion of the document workflow in an order determined from the workflow interface.
A document management system generates a document template within which a user can embed document tags. Each document tag represents a term of the document. The user selects a document tag and identifies a location for the document tag within the document template. The embedded document tag adheres to formatting rules of the document template. The document management system accesses a data value corresponding to the selected document tag and generates a modified document. The modified document includes the accessed data value at the identified location, and is subject to the formatting rules of the document template.
A document management system generates a form interface including fields that correspond to a set of document tags selected by a user. The document tags, each of which corresponds to a document term, is located in a document template. The document management system suggests fields corresponding to document terms not selected by the user, but often included in similar document templates. In response to the user's selection of at least one of the suggested fields, the document management system modifies the form interface to include the selected suggested field. After the fields in the form are completed, thus defining the document terms, the document management system generates a document with each of the terms in place of the document tags.
A document management system generates a form interface including fields that correspond to a set of document tags selected by a user. The document tags, each of which corresponds to a document term, is located in a document template. The document management system suggests fields corresponding to document terms not selected by the user, but often included in similar document templates. In response to the user's selection of at least one of the suggested fields, the document management system modifies the form interface to include the selected suggested field. After the fields in the form are completed, thus defining the document terms, the document management system generates a document with each of the terms in place of the document tags.
Embodiments described herein provide enhanced computer- and network-based systems and methods for providing data security with respect to computing services, such as a digital transaction service (DTS). Example embodiments further provide a discovery service that enables nodes that are included in, or otherwise communicatively coupled to, the DTS to actively or passively “discover” roles and keys associated with the nodes. These node roles are associated with the various services provided by the DTS.
A document management system utilizes document models for querying, validating, and customizing electronic agreement documents. Document models can be a data structure including document attributes that represent an agreement document. Examples of document attributes include customizable data values, conditions related to the operation of the agreement document and satisfiable by certain values of the customized data values, and rendering parameters for the appearance of the electronic agreement document. The document management system enables a user to create custom document models for generating electronic agreement documents that can be queried, validated, and customized through querying, validating, and customizing the corresponding document models.
A document management system utilizes document models for querying, validating, and customizing electronic agreement documents. Document models can be a data structure including document attributes that represent an agreement document. Examples of document attributes include customizable data values, conditions related to the operation of the agreement document and satisfiable by certain values of the customized data values, and rendering parameters for the appearance of the electronic agreement document. The document management system enables a user to create custom document models for generating electronic agreement documents that can be queried, validated, and customized through querying, validating, and customizing the corresponding document models.
A system receives a request associated with a first account to delegate, to a second account, authority to send documents on behalf of the first account. The request identifies requirements that must be satisfied before the second account can send documents on behalf of the first account. Responsive to receiving a request to send a first document to a first entity from the second account and on behalf of the second account, the system sends the first document to the first entity. Responsive to receiving a request to send a second document to a second entity from the second account and on behalf of the first account, the system determines whether the request to send the second document satisfies the requirements. Responsive to the request satisfying the requirements, the system sends the second document to the second entity on behalf of the first account.
A document management system utilizes document models for querying, validating, and customizing electronic agreement documents. Document models can be a data structure including document attributes that represent an agreement document. Examples of document attributes include customizable data values, conditions related to the operation of the agreement document and satisfiable by certain values of the customized data values, and rendering parameters for the appearance of the electronic agreement document. The document management system enables a user to create custom document models for generating electronic agreement documents that can be queried, validated, and customized through querying, validating, and customizing the corresponding document models.
09 - Scientific and electric apparatus and instruments
Goods & Services
(1) Downloadable software for automating electronic agreement, contract, document and file generation; downloadable software for creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; downloadable software for agreement, contract, document and file templates; downloadable software for transferring data and information into electronic agreements, contracts, documents and files; downloadable software for integrating data and information into electronic agreements, contracts, documents and files; downloadable software for creating electronic agreements, contracts, documents, and files that automatically configure based on user settings; downloadable software for guided instructions on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; downloadable software for interactive instructions on creating, configuring, customizing, and generating electronic agreements, contracts, documents and files; downloadable software for editing, redlining, and reviewing electronic agreements, contracts, documents and files; downloadable software for auditing electronic agreements, contracts, documents and files; downloadable software for tracking changes in electronic agreements, contracts, documents and files; downloadable software for tracking versions of electronic agreements, contracts, documents and files; downloadable software for collaborating on the creation, configuration, customization, and generation of electronic agreements, contracts, documents and files; downloadable software for indexing data, text, and information in electronic agreements, contracts, documents and files; downloadable software for agreement, contract, document and file management; downloadable software for sending, routing and transmitting electronic agreements, contracts, data, documents, files, and information; downloadable software for electronic and digital signatures; downloadable software for capturing, managing, monitoring, authenticating, and verifying electronic and digital signatures; downloadable software for electronic signature verification using technology to authenticate user identity; downloadable software for identification, authentication, and verification of users; downloadable software for identification verification, namely, authentication of personal identification information; downloadable software for user authentication in ecommerce transactions by access code, phone call, short message service (SMS) text message, knowledge-based questions, and government identification; downloadable software for updating agreements, contracts, databases, records, and systems; downloadable software for automating data warehousing; downloadable software for collecting, facilitating, managing, processing, and transferring electronic payments; downloadable software for triggering actions upon user-defined events; downloadable software for artificial intelligence, machine learning, and deep learning; downloadable software for analyzing agreements, contracts, data, documents, files, and information; downloadable software for analyzing, identifying, reporting, and visualizing data and information in agreements, contracts, documents and files; downloadable software for categorizing, indexing, searching, sorting, sharing, and transmitting agreements, contracts, data, documents, files, and information; downloadable software for reporting data analytics; downloadable software for tracking workflows, auditing information and data, and verifying information and data; downloadable software for creating, analyzing, monitoring, and managing a database of compliance information and data; downloadable software for computer security in the nature of providing authentication, issuance, validation and revocation of digital certificates; downloadable computer software for electronic data verification and authentication; downloadable software for generating, obtaining, managing, capturing, storing, processing, and viewing electronic signatures and electronic signature dates; downloadable software for electronic data storage; downloadable software for a mobile notary; downloadable software for creating, transmitting, and storing electronic data, information, documents, and messages; downloadable software for electronic business transactions; downloadable software for digital document exchange; downloadable software for digital and electronic certificates and time and date stamping.
95.
AGREEMENT GENERATION FROM A VIDEO CONFERENCE IN A DOCUMENT MANAGEMENT SYSTEM
A document management system integrates with a video conference system to generate agreement documents from conference transcripts between two or more people. The document management system trains and applies a machine learned model that is configured to identify agreement terms from a video conference transcript. The two or more people confirm or propose changes to the agreement terms presented by the document management system. The document management system presents a finalized agreement document, with users' identities, electronic signatures, and confirmed agreement terms.
H04L 9/32 - Arrangements for secret or secure communicationsNetwork security protocols including means for verifying the identity or authority of a user of the system
96.
CONFERENCING PLATFORM INTEGRATION WITH ONLINE DOCUMENT EXECUTION01/DS/P/100237/US/ORG/1
A centralized document system integrates online document execution and conferencing to control access to precipitant information. Precipitant information includes access codes, personal identification numbers, sensitive information, or any other secured information for which execution of an online document is a prerequisite for access to the secured information. The centralized document system detects precipitant information that is presented during a conference and controls access to the detected precipitant information (e.g., by generating permission rules that specify a type of online document to be executed to gain access). The centralized document system may determine whether a user has executed one or more online documents and thus, has authorization to access the detected precipitant information. If the user has not executed the online documents, the centralized document system can control access to the precipitant information by modifying the conference (e.g., using censors or breakout rooms).
A document analysis system uses trained machine learning models to assess risks to a potential signer of a document. The document analysis system receives a document for analysis along with information about the document type and identification of jurisdictions whose regulations apply to the document. A content analysis model associated with the document type compares the document to known documents of the same document type and generates a risk value associated with signing the document that is based on differences between the document and the known documents of the same document type. A jurisdictional analysis model classifies document clauses according to whether they meet certain requirements of documents according to the regulations of the jurisdiction. The model outputs are used to generate a document summary that a user can interact with to review the document in an informed manner.
H04L 9/32 - Arrangements for secret or secure communicationsNetwork security protocols including means for verifying the identity or authority of a user of the system
98.
E-witnesses procedure in a document management system
A document management system integrates with a video conference system to ensure that proper electronic witness procedure is performed for document validation. The document management system accesses a video conference between a user and an electronic witness, and then instructs the user to electronically sign the document while the electronic witness observes. The document management system receives confirmation that the electronic witness observed the video of the user electronically signing the document. The document management system combines and stores portions of the video conference that correspond to the electronic witness's validation of the document.
A centralized document system integrates online document execution and conferencing to control access to precipitant information. Precipitant information includes access codes, personal identification numbers, sensitive information, or any other secured information for which execution of an online document is a prerequisite for access to the secured information. The centralized document system detects precipitant information that is presented during a conference and controls access to the detected precipitant information (e.g., by generating permission rules that specify a type of online document to be executed to gain access). The centralized document system may determine whether a user has executed one or more online documents and thus, has authorization to access the detected precipitant information. Responsive to determining that the user has not executed the online documents, the centralized document system can control access to the precipitant information by modifying the conference (e.g., using censors or breakout rooms).
A document analysis system uses trained machine learning models to assess risks to a potential signer of a document. The document analysis system receives a document for analysis along with information about the document type and identification of jurisdictions whose regulations apply to the document. A content analysis model associated with the document type compares the document to known documents of the same document type and generates a risk value associated with signing the document that is based on differences between the document and the known documents of the same document type. A jurisdictional analysis model classifies document clauses according to whether they meet certain requirements of documents according to the regulations of the jurisdiction. The model outputs are used to generate a document summary that a user can interact with to review the document in an informed manner.
