Patents Assigned to DocuSign, Inc.
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Patent number: 12095580Abstract: 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.Type: GrantFiled: October 31, 2022Date of Patent: September 17, 2024Assignee: DocuSign, Inc.Inventors: Anthony Joseph Ramoutar, Billy Travis Williams, David Soh
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Patent number: 12081674Abstract: A system and a method are disclosed where a server determines parameters for establishing a remote online notarization session, the remote online notarization session including participants, the participants including at least a signer and a notary. The server establishes the session according to the parameters, and monitors, during the session, information from the signer client device and the notary client device. The server detects a failure from the information based on at least one of the signer client device and the notary client device having failed to comply with a parameter of the parameters. Responsive to detecting the failure, the server pauses the remote online notarization session and outputting a selectable cure option to at least one of the participants that, when selected initiates a workflow that, when concluded, cures the failure and enables the remote online notarization session to proceed.Type: GrantFiled: March 2, 2021Date of Patent: September 3, 2024Assignee: DOCUSIGN, INC.Inventors: Alexander Hardy, Allan Keller, Peter Rung
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Patent number: 12072942Abstract: A centralized document system receives a request to merge a first document package associated with a first party and a second document package associated with a second party. The first document package includes a first set of documents and the second document package includes a second set of documents. In response to the request, the centralized document system identifies a first subset of documents included in both the first and second sets of documents and identifies a second subset of documents with conflicts between the first and second sets of documents. The centralized document system rectifies the second subset of documents to cure the conflicts between the first and second sets of documents. The centralized document system generates a merged document package including the first subset of documents and the rectified second subset of documents for execution by the first and second parties.Type: GrantFiled: February 6, 2023Date of Patent: August 27, 2024Assignee: DocuSign, Inc.Inventors: Andrew James Ashlock, Marguerite Bouscaren, Jacob Scott Mitchell, Duane Robert Wald, Christopher Shane Durham, Saul Adams Aguilar
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Patent number: 12068939Abstract: A central networking system supports efficient identification and analysis of problems that occur at associated nodes on the network. Using network monitoring rules, the central networking system samples data from a subset of nodes in response to an indication that an error or problem has occurred on the network. If the collected sample data is determined to satisfy certain network conditions, the central networking system proceeds to perform network operations on nodes of the entire network, as appropriate. Thus, the system does not need to collect data from every node in a large network to address potential network threats. The central networking system also defines rules for detecting when a node experiencing a problem violates safety conditions such that it is impossible or inadvisable to pull analytical data from the node. The system performs appropriate remedial actions to address the node problems prior to requesting data for analysis.Type: GrantFiled: September 30, 2021Date of Patent: August 20, 2024Assignee: DocuSign, Inc.Inventor: Aaron Matthew Tyler
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Patent number: 12067344Abstract: 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.Type: GrantFiled: May 3, 2023Date of Patent: August 20, 2024Assignee: DocuSign, Inc.Inventors: Stephen Parish, Julianne Wu Ashlock, Palash Agrawal, Pavan Kumar Nallanchakravarthula, Collin Tibbetts, Brian Iversen
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Patent number: 12068875Abstract: 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.Type: GrantFiled: January 28, 2022Date of Patent: August 20, 2024Assignee: DOCUSIGN, INC.Inventors: Anthony Joseph Ramoutar, Angel Azmavet Garcia Reyes, Ellis David Berner, Dorra Belhadj Ali, Billy Travis Williams, David Soh
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Patent number: 12056947Abstract: 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.Type: GrantFiled: February 28, 2022Date of Patent: August 6, 2024Assignee: DOCUSIGN, INC.Inventors: Alexander B. Berger, Jerome Simeon, Peter Geoffrey Lerato Hunn, Daniel Charles Selman, Richard Tkachuk, Matthew Roberts
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Patent number: 12050649Abstract: 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.Type: GrantFiled: October 29, 2021Date of Patent: July 30, 2024Assignee: DocuSign, Inc.Inventors: Christina Silva Hamlin, David Minoru Hirotsu, Saul Adams Aguilar, Dia A. Abulzahab, Mangesh Prabhakar Bhandarkar, Isaac John Steiner, Michael Wayne Fountain, William Gerard Wetherell, Iqra Anjum, Celine Beck, Robert Michael Johnson, Yiting Zheng, Thierry Bonfante, Madhubala Rawat, Samuel J. Cicero
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Patent number: 12050651Abstract: 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.Type: GrantFiled: June 29, 2022Date of Patent: July 30, 2024Assignee: DocuSign, Inc.Inventors: Israel Hilerio, Jeffrey Taihana Tuatini, Kyle Bastien, Sahitya Gollapudi, Zurka Wolford, Christian Joshua Mora
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Patent number: 12046011Abstract: 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.Type: GrantFiled: June 22, 2021Date of Patent: July 23, 2024Assignee: DocuSign, Inc.Inventors: Shrinivas Kiran Kaza, Taiwo Raphael Alabi, Ashwath Mohan, Varsha Sri Raghavan, Kim Cuong Phung
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Patent number: 12033414Abstract: Systems and methods are disclosed for receiving readout requests associated with reading the content of an electronic document by a screen reader application of a client device. In response, an electronic document system applies a document component identification model to the electronic document to generate indicia of at least one conventional segment for conventional readout using left-to-right, top-to-bottom readout and indicia of an unconventional segment to be read out in a manner different from the conventional readout. A document tree, representing a readout sequence, is constructed based on the at least one conventional segment and unconventional segments. The electronic document system provides the document tree to a screen reader, which may perform a readout based on the document tree.Type: GrantFiled: July 29, 2021Date of Patent: July 9, 2024Assignee: DOCUSIGN, INC.Inventors: Santiago Szuchmacher, Keith Arthur Kriewall, David Todd Kriewall, Brent Weston Robinett
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Patent number: 12033007Abstract: 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.Type: GrantFiled: April 25, 2022Date of Patent: July 9, 2024Assignee: DOCUSIGN, INC.Inventors: Joey Jia Wei Peng, Abhishek Ram Battepati, Timofei Borisovich Bolshakov
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Patent number: 12026128Abstract: 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.Type: GrantFiled: October 30, 2020Date of Patent: July 2, 2024Assignee: DOCUSIGN, INC.Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
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Patent number: 12008501Abstract: 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.Type: GrantFiled: March 31, 2022Date of Patent: June 11, 2024Assignee: DocuSign, Inc.Inventors: Carlos Manuel Garrido, Andre Makram, Mohamed Gomaa, John Jason Leahy, Reetika Jain, Hailey Veronica Dhanens, Praveen Alluri, Sean Smith, Jeremy Michael Turinetti, Dunja Hadzimusic, Ikwuagwu Emole, Deepinder Badesha, Dania Michele Marinshaw, Megan Elizabeth Schwarz, Michelle Lam, Chadwick Taylor Roffey, Kyle Anthony Uhelski, Iqra Anjum, Aylin Selcukoglu
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Patent number: 11989248Abstract: A centralized document system identifies content items for presentation to a user based initially on a cold-start algorithm and subsequently based on machine-learned models. The system detects a first access by the user. The system generates a user attribute vector for the user and a content vector for each content item. The system selects a first content item based on the initial cold-start algorithm and modifies a user interface to include the first content item. The system identifies an interaction with the first content item by the user. The system detects a second access by the user. The system selects a machine-learned model based on a set of interactions by the user with displayed content items. The system applies the selected machine-learned model to the set of interactions and the user attribute vector to identify a second content item and modifies the user interface to include the second content item.Type: GrantFiled: December 1, 2022Date of Patent: May 21, 2024Assignee: DOCUSIGN, INC.Inventors: Shrinivas Kiran Kaza, Taiwo Raphael Alabi, Farzaneh Rajabi, Ashwath Mohan, Kim Cuong Phung
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Patent number: 11989317Abstract: 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.Type: GrantFiled: August 19, 2020Date of Patent: May 21, 2024Assignee: DOCUSIGN, INC.Inventors: Ronald Hirson, Darren Hon Kit Louie, Olivier Pin, Thibault de Valroger, Ryan James Cox, Michael Yatsko
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Publication number: 20240160786Abstract: 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.Type: ApplicationFiled: January 24, 2024Publication date: May 16, 2024Applicant: DocuSign, Inc.Inventors: Matt Thanabalan, Roshan Satish, Brian Delegan, Bilal Aslam
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Publication number: 20240152651Abstract: 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.Type: ApplicationFiled: January 16, 2024Publication date: May 9, 2024Applicant: DocuSign, Inc.Inventors: Matt Thanabalan, Roshan Satish, Brian Delegan, Bilal Aslam
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Publication number: 20240143909Abstract: 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.Type: ApplicationFiled: December 20, 2023Publication date: May 2, 2024Applicant: DocuSign, Inc.Inventors: Matthew Roberts, Daniel Charles Selman, Peter Geoffrey Lerato Hunn, Jerome Simeon
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Patent number: RE50043Abstract: 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.Type: GrantFiled: April 30, 2020Date of Patent: July 16, 2024Assignee: DOCUSIGN, INC.Inventors: Thomas H. Gonser, Jr., Donald G. Peterson