Abstract: A system and a method are disclosed for receiving a request for a user to perform a plurality of activities with respect to a secure document, a given activity of the plurality activities being assigned based on a known parameter of the user. The system transmits the request to the user, and responsive to detecting an interaction with the request, determines that the known parameter has changed. The system responsively determines requirements for performing the plurality of activities based on a replacement parameter of the user, determines a replacement activity based on the requirements, and transmits a new request to the user, the new request replacing the given activity with the replacement activity.

Abstract: 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.

Abstract: 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.

Abstract: A system and a method are disclosed for receiving a request for a user to perform a plurality of activities with respect to a secure document. The system determines requirements for performing each respective activity of the plurality of activities. The system retrieves profile data for the user, and determines based on the profile data a subset of the activities directed to achieving a result that is reflected in the profile data. The system transmits a modified version of the request to the user, the modified version eliminating the subset from the plurality of activities.

Abstract: 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.

Abstract: A system and a method are disclosed for receiving a request for a user to perform a plurality of activities with respect to a secure document. The system determines requirements for performing each respective activity of the plurality of activities. The system retrieves profile data for the user, and determines based on the profile data a subset of the activities directed to achieving a result that is reflected in the profile data. The system transmits a modified version of the request to the user, the modified version eliminating the subset from the plurality of activities.

Abstract: A system and a method are disclosed for receiving a request for a user to perform a task with respect to a secure document. The system extracts first information from the secure document, and extracts second information from a profile of the user. The system inputs the first information and the second information into a machine learning model, and receives as output from the machine learning model plurality of activities for performing the task. The system transmits a workflow including the plurality of activities to the user.

Abstract: A system and a method are disclosed for receiving a request for a user to perform a plurality of activities with respect to a secure document, a given activity of the plurality activities being assigned based on a known parameter of the user. The system transmits the request to the user, and responsive to detecting an interaction with the request, determines that the known parameter has changed. The system responsively determines requirements for performing the plurality of activities based on a replacement parameter of the user, determines a replacement activity based on the requirements, and transmits a new request to the user, the new request replacing the given activity with the replacement activity.