171 patents
Page 3 of 9
Reissue
Systems and methods for secure data exchange
26 Sep 23
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).
David Steeves, Allan Wetter
Filed: 27 Aug 20
Utility
Querying Agreement Document Models In a Document Management System
21 Sep 23
A document management system utilizes document models for querying, validating, and customizing electronic agreement documents.
Alexander B. Berger, Jerome Simeon, Peter Geoffrey Lerato Hunn, Daniel Charles Selman, Richard Tkachuk, Matthew Roberts
Filed: 28 Feb 22
Utility
Agreement Document Model Modifications In a Document Management System
21 Sep 23
A document management system utilizes document models for querying, validating, and customizing electronic agreement documents.
Alexander B. Berger, Jerome Simeon, Peter Geoffrey Lerato Hunn, Daniel Charles Selman, Richard Tkachuk, Matthew Roberts
Filed: 28 Feb 22
Utility
Agreement Document Execution Based on Document Model In a Document Management System
21 Sep 23
A document management system utilizes document models for querying, validating, and customizing electronic agreement documents.
Alexander B. Berger, Jerome Simeon, Peter Geoffrey Lerato Hunn, Daniel Charles Selman, Richard Tkachuk, Matthew Roberts
Filed: 28 Feb 22
Utility
Automated document highlighting in a digital management platform
12 Sep 23
A highlighting engine modifies a target document by identifying and highlighting a set of text passages.
Mangesh Bhandarkar, Shrinivas Kiran Kaza, Taiwo Raphael Alabi, Ashwath Mohan, Kim Cuong Phung
Filed: 31 Aug 22
Utility
Systems and methods for obtaining an electronic signature via a word processing application
12 Sep 23
Techniques for obtaining electronic signatures via word processing applications are described.
Inbar Gazit, Joe Cartano, Jenson Yan, Lahini Arunachalam, Tamara Solorzano Tejada
Filed: 31 May 21
Utility
Managing information for model training using distributed blockchain ledger
12 Sep 23
Embodiments are directed to generating and training a distributed machine learning model using data received from a plurality of third parties using a distributed ledger system, such as a blockchain.
Kevin Gidney
Filed: 12 Sep 22
Utility
Delegated Document Sending and Management
7 Sep 23
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.
Janice Bae, Pavel Rebriy, Matthew Ritchie, Macklin Douglas Underdown
Filed: 28 Jan 22
Utility
Amendment tracking in an online document system
5 Sep 23
An online document system can allow users to track various amendments made over time and corresponding to an original document.
Surendra Kumar Chilamkurthi, Heidi Robin Lyons, Anirudha Vedavyasa Murthy Bharadwaj, Shivi Singh Verma, Aaron Eugene Preston Jackson Wilde, Cynthia Rosser
Filed: 30 Jul 21
Utility
Conferencing Platform Integration with Online Document EXECUTION01/DS/P/100237/US/ORG/1
3 Aug 23
A centralized document system integrates online document execution and conferencing to control access to precipitant information.
Anthony Joseph Ramoutar, Dorra Belhadj Ali, David Soh, Angel Azmavet Garcia Reyes, Billy Travis Williams, Ellis David Berner
Filed: 28 Jan 22
Utility
Conferencing Platform Integration with Information Access Control
3 Aug 23
A centralized document system integrates online document execution and conferencing to control access to precipitant information.
Anthony Joseph Ramoutar, Angel Azmavet Garcia Reyes, Ellis David Berner, Dorra Belhadj Ali, Billy Travis Williams, David Soh
Filed: 28 Jan 22
Utility
E-Witnesses Procedure in a Document Management System
3 Aug 23
A document management system integrates with a video conference system to ensure that proper electronic witness procedure is performed for document validation.
Anthony Joseph Ramoutar, David Soh, Dorra Belhadj Ali, Billy Travis Williams, Ellis David Berner, Angel Azmavet Garcia Reyes
Filed: 28 Jan 22
Utility
Agreement Generation from a Video Conference In a Document Management System
3 Aug 23
A document management system integrates with a video conference system to generate agreement documents from conference transcripts between two or more people.
Anthony Joseph Ramoutar, Dorra Belhadj Ali, Angel Azmavet Garcia Reyes, Billy Travis Williams, David Soh, Ellis David Berner
Filed: 28 Jan 22
Utility
Document Analyzer for Risk Assessment
3 Aug 23
A document analysis system uses trained machine learning models to assess risks to a potential signer of a document.
Katheryn Anne Simpson, Samantha Lou Voelkel
Filed: 28 Jan 22
Utility
Identification of Document Access by a Message Scanning System
27 Jul 23
Information identifying a message scanning system is encoded into URLs.
David Steeves, Andrew Charles Pope, Michael William Cummings, Thomaz DeSouza, Nicholas Mitchell
Filed: 21 Jan 22
Reissue
Standard exact clause detection
11 Jul 23
Embodiments relate to a system and a method for identifying, from contractual documents, (i) standard exact clauses matching clause examples and (ii) non-standard clauses semantically related to but not matching the clause examples.
Kevin Gidney
Filed: 30 Oct 20
Utility
System and method for blockchain-based network transitioned by a legal contract
11 Jul 23
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.
Peter Geoffrey Lerato Hunn, Daniel Charles Selman, Jerome Simeon
Filed: 1 Nov 18
Utility
Executing document workflows using document workflow orchestration runtime
30 May 23
A system configures, executes, and monitors document workflows executing using workflow engines executing on cloud platforms.
Israel Hilerio, Jeffrey Taihana Tuatini, Kyle Bastien, Sahitya Gollapudi, Zurka Wolford, Christian Joshua Mora
Filed: 29 Jun 22
Utility
System and Method for a Computing Environment for Verifiable Execution of Data-Driven Contracts
25 May 23
A system and method for establishing a verified computing environment for executing data-driven contracts, comprising a cryptographic directed acyclic graph object model of a data-driven contract, wherein at least a subset of the objects in the MDAG correspond to clause state of at least one programmable clause of the data-driven contract; at a computing environment, administrating the data-driven contract in accordance with the MDAG which can include at least one execution instance comprised of: receiving a contract input to contract logic of the data-driven contract, processing the input according to the clause logic, in response to the contract input, generating at least one updated state object and generating at least one output object, and for each generated object, hash-linking the generated object to an object associated with the creation of the generated object.
Peter Geoffrey Lerato Hunn, Ilya Ostrovskiy, Jerome Simeon
Filed: 10 Jan 23
Utility
Customized agreement generation
9 May 23
A document management system generates and validates online documents.
Stephen Parish, Julianne Wu Ashlock, Palash Agrawal, Pavan Kumar Nallanchakravarthula, Collin Tibbetts, Brian Iversen
Filed: 22 Jun 22