108 patents
Page 5 of 6
Utility
Automated Document Tagging In a Digital Management Platform
3 Feb 22
An auto-tagging engine receives a training set of data comprising documents including a set of tagged fields with each tagged field corresponding to a portion of the document.
Shrinivas Kiran Kaza, Eric M. Zenz, Roshan Satish, Michael Anthony Palazzolo, Patrick Beukema, Kim Cuong Phung, Boon Sun Song, Taiwo Raphael Alabi
Filed: 29 Jul 20
Utility
Automated Document Highlighting In a Digital Management Platform
3 Feb 22
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: 29 Jul 20
Utility
Integration of Pictorial Content into Secure Signature Documents
2 Dec 21
A system and a method are disclosed for enabling pictorial content to be added to a secure document.
Travis Ortlieb, Brent Robinett, Erica Berg, Micheline Chagniot, Mark Ramasco, Mangesh Bhandarkar
Filed: 29 May 20
Utility
System and Method for Forming, Storing, Managing, and Executing Contracts
2 Dec 21
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.
Peter Geoffrey Lerato Hunn
Filed: 16 Feb 21
Utility
Document Aggregation In a Digital Transaction Management Platform
11 Nov 21
An electronic document service provides an interoperable network in which entities can come to agreement as peers.
DUANE ROBERT WALD, ANDREW JAMES ASHLOCK, JACOB SCOTT MITCHELL, ERIC M. ZENZ, MARGUERITE BOUSCAREN, SAUL ADAMS AGUILAR, CHRISTOPHER SHANE DURHAM
Filed: 8 May 20
Utility
Machine Learned Feature Recommendation Engine In a Digital Transaction Management Platform
11 Nov 21
An online document system provides a recommendation for one or more features within the online document system to an entity.
Andrew James Ashlock, Ronald Hirson, Mark Douglas Belanger
Filed: 8 May 20
Utility
Feature Access Control In a Digital Transaction Management Platform
11 Nov 21
An online document system manages access to features within the online document system.
Andrew James Ashlock, Ronald Hirson, Mark Douglas Belanger
Filed: 8 May 20
Utility
High-risk Passage Automation In a Digital Transaction Management Platform
11 Nov 21
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.
Matt Thanabalan, Roshan Satish, Brian Delegan, Bilal Aslam
Filed: 8 May 20
Utility
Malicious Behavior Detection and Mitigation In a Document Execution Environment
21 Oct 21
A document execution engine receives a training set of data representative of incidents of malicious activity within a document execution environment.
Nicholas William West, Brian Yeckley, Abhijit Salvi, Taiga Matsumoto, Glenn Doren, Alexander Gregory Silverman, Roshan Satish, Michael Anthony Palazzolo
Filed: 21 Apr 20
Utility
System and Method for Identity and Reputation Score Based On Transaction History
30 Sep 21
Techniques for electronic signature process management are described.
Thomas H. Gonser, Donald G. Peterson, Douglas P. Rybacki, Ashley Carroll, Michael Strickland
Filed: 10 Jun 21
Utility
Systems and Methods for Obtaining an Electronic Signature Via a Word Processing Application
16 Sep 21
Techniques for obtaining electronic signatures via word processing applications are described.
Inbar Gazit, Joe Cartano, Jenson Yan, Lahini Arunachalam, Tamara Solorzano Tejeda
Filed: 31 May 21
Utility
Cloud-Based Coordination of Remote Service Appliances
19 Aug 21
Systems, and methods are provided to provide cloud-based coordination of customer premise service appliances.
Donald Grant Peterson, Eric Fleischman
Filed: 6 May 21
Utility
Universal Access to Document Transaction Platform
22 Jul 21
A system and method are described in which a document transaction management platform coordinates performance of trust actions across a plurality of trust service providers.
David Steeves, Gregory J. Alger, Joshua D. Wise, Jayson C. McCleery, Peleg Atar, Ezer Farhi, Ryan J. Cox
Filed: 9 Apr 21
Utility
Automatic Template Generation with Inbuilt Template Logic Interface
20 May 21
An automatic template system can allow users to create automatic templates and use the automatic templates to generate documents using data from a linked CRM system.
Marshall Nam, Caitlan Corbin, Stanislav Gurenkov, Andrew Weaver, Kiah Jones, Madhubala Rawat
Filed: 18 Nov 19
Utility
Electronic Signing Using Action Responsive Document Copy Generation
18 Feb 21
A system, computer-readable storage medium, and computer-implemented method for signing a document involving generating copies of the document in response to receiving actions to perform on the document.
Glenn Shimkus
Filed: 4 Nov 20
Utility
Mobile Solution for Importing and Signing Third-Party Electronic Signature Documents
28 Jan 21
Techniques for signer-initiated electronic document signing via an electronic signature service using a mobile or other client device are described.
Thomas H. Gonser, Donald Grant Peterson
Filed: 14 Oct 20
Utility
System and Method for Electronic Claim Verification
9 Dec 20
Various embodiments support or provide for an extensible electronic claim verification system that offers extensible support for electronic verification by one or more external electronic claim verification services that are external to the extensible electronic claim verification system.
Joshua D. Wise, Brian Wishan, Bei Wang, Darren Louie, Blake Thomas Walsh
Filed: 23 Sep 19
Utility
Systems and Methods to Improve a Technological Process for Signing Documents
25 Nov 20
Systems and methods to improve a technological process for signing documents are described.
Lauren Hayslett, Stephen Parish
Filed: 9 Aug 20
Utility
System and Method for Identity and Reputation Score Based On Transaction History
4 Nov 20
Techniques for electronic signature process management are described.
Thomas H. Gonser, JR., Donald G. Peterson, Douglas P. Rybacki, Ashley Carroll, Michael Strickland
Filed: 19 Jul 20
Utility
Cloud-Based Coordination of Remote Service Appliances
7 Oct 20
Systems, and methods are provided to provide cloud-based coordination of customer premise service appliances.
Donald Grant Peterson, Eric Fleischman
Filed: 23 Jun 20