Abstract: 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. For some embodiments, the extensible claim verification system is readily configurable (e.g., by a user) to add or remove access to one or more external claim verification services available for use through the extensible electronic claim verification system by a client device. Some embodiments implement the extensible support by using a unified protocol for interfacing with different external claim verification services. By use of the unified protocol, various embodiments enable an external claim verification service to plug into an extensible claim verification system, thereby permitting a user to extend support of the extensible claim verification system to different types of external claim verification services.

Abstract: A centralized document system generates a document package in response to a request by an originating entity. The document package includes at least one document for execution by a first receiving entity. The first receiving entity can specify a set of permissions for a second receiving entity to perform actions to documents within the package on behalf of the first receiving entity. Accordingly, the system may provide the document package to both the first and second receiving entities for the first receiving entity to execute the at least one document. Before providing the document to the second receiving entity, system may determine whether there is a sensitive document in the package and whether to delegate the document to the second entity. Accordingly, the system may prevent a sensitive document package from being provided to the second receiving entity for execution.

Abstract: A computing system remotely trains a public ensemble model of an artificial intelligence model management system. The system receives, by the model management system, an encrypted representation of a private data value from a client system. The encrypted representation includes annotation information provided by the client system. The system determines, using the encrypted representation and the annotation information, a data value cluster that corresponds to the private data value. Data value clusters are generated using encrypted representations of a private data values provided by client systems. The system obtains, based on the assigned data value cluster, an encrypted representation of a model. The model is trained remotely by the client system using the private data value. The system adds the encrypted representation of the model to the public ensemble model. The public ensemble model is generated using a plurality of encrypted representations of models remotely trained by the client systems.

Abstract: 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.

Abstract: A system receives 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

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 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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).

Abstract: Information identifying a message scanning system is encoded into URLs. A document management system can decode the identifying information to verify that a document accessed via a URL was accessed by a trusted entity rather than by an unknown user. The document management system sends a message including a URL to access a document. When a message scanning system known to the document management system reviews the message for threats, it encodes its identity into a modified form of the URL in the message and uses the modified URL to access the resource. The document management system can decode the identity of the messaging system using a decoding key. Based on the identification, the document management system updates records associated with the document to include the document acce by the message scanning system.

Abstract: 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.

Abstract: A document management system analyzes document clauses using document clause clusters. The document management system uses measures of similarity between document clauses from different documents to assign clauses to clause clusters. Clause clusters may be used to perform various analyses, such as to assign clauses a classification corresponding to a relevant clause cluster. The document management system provides analyses performed using document clause clusters for user review, such as to approve clause clusters, classify clause clusters, modify clause clusters, or some combination thereof.

Abstract: 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.

Abstract: 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. The auto-tagging engine trains a machine learned model using the training set of data. The trained machine learned model, when applied to a target document in a document management environment, identifies portions of the target document each corresponding to fields of the target document. For each field of the target document, the auto-tagging engine identifies text of the target document associated with the identified portions of the target document corresponding to fields. Natural language processing is performed on the identified text in order to identify field types for the fields. The target document is automatically modified to include a tag identifying the portion of the target document corresponding to each field and identifying a field type of the field.

Abstract: 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. For example, a method can include operations executing on a connector module in communication with a digital transaction management platform and a trust service provider, such as the following. Receiving, from the digital transaction management platform, a transaction request including a token and a requested trust action. Accessing user information for a recipient involved in the requested trust action using the token. Obtaining, from the digital transaction management platform, transaction data associated with the requested trust action. Coordinating, with the trust service provider, performance of the trust action on at least a portion of the transaction data. Transmitting, to the digital transaction management platform, a proof received from the trust service provider confirming performance of the trust action.