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that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity.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: 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that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity.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: A method, apparatus, and system for an interface for expanding logical combinations based on relative placement are provided. Logical combinations are built using a consistent logical layout specifying logical operators and order of operations based on direction of expansion and relative positions. The interface allows the user to add or move objects at specific positions relative to existing objects to select the logical operators for integrating the objects into the logical combination. Based on the specific pathway that the direction follows, an associated logical operator is selected to connect an existing object to the new or moved object. The logical combinations that are built in Visual Information Builder (VIB) can be automatically translated into corresponding business rule code for evaluation and execution by a rules engine.

Abstract: A system and method for facilitating rendering a user interface display screen or portion thereof. An example method includes determining context information associated with a user, wherein the context information includes use job role information; and employing the context information to select one or more visualization types from a set of available visualization types. The method may further include using the context information to provide one or more first user options to select one or more categories of data pertaining to a business task; referencing the one or more categories to facilitate determining one or more data attributes, dimensions, or measures associated with the context information; utilizing the one or more data attributes and the context information to select the one or more visualization types from the set of available visualization types; and providing a second user option to choose a visualization type from among selected visualization types.

Abstract: A method, apparatus, and system for a visual information builder for business rules are provided. By providing an additional interface layer over a general purpose business rule creation interface, role-based and context-sensitive interaction and presentation can be provided to abstract the complexity of the underlying service platform that supports the business rules. Templates are used to provide custom context-sensitive user interfaces and to hide complexity from the user by limiting the scope of the rule dictionary exposed to the user. The general rule building process is uniformly consistent across different contexts and operates similarly at the block and rule scale. Moreover, logical combinations are built using a consistent logical layout specifying logical operators and order of operations based on direction of expansion and relative positions.

Abstract: A method, apparatus, and system for an interface for expanding logical combinations based on relative placement are provided. Logical combinations are built using a consistent logical layout specifying logical operators and order of operations based on direction of expansion and relative positions. The interface allows the user to add or move objects at specific positions relative to existing objects to select the logical operators for integrating the objects into the logical combination. Based on the specific pathway that the direction follows, an associated logical operator is selected to connect an existing object to the new or moved object. The logical combinations that are built in Visual Information Builder (VIB) can be automatically translated into corresponding business rule code for evaluation and execution by a rules engine.

Abstract: A method, apparatus, and system for a visual information builder for business rules are provided. By providing an additional interface layer over a general purpose business rule creation interface, role-based and context-sensitive interaction and presentation can be provided to abstract the complexity of the underlying service platform that supports the business rules. Templates are used to provide custom context-sensitive user interfaces and to hide complexity from the user by limiting the scope of the rule dictionary exposed to the user. The general rule building process is uniformly consistent across different contexts and operates similarly at the block and rule scale. Moreover, logical combinations are built using a consistent logical layout specifying logical operators and order of operations based on direction of expansion and relative positions.

Abstract: A system and method for facilitating rendering a user interface display screen or portion thereof. An example method includes determining context information associated with a user, wherein the context information includes use job role information; and employing the context information to select one or more visualization types from a set of available visualization types. The method may further include using the context information to provide one or more first user options to select one or more categories of data pertaining to a business task; referencing the one or more categories to facilitate determining one or more data attributes, dimensions, or measures associated with the context information; utilizing the one or more data attributes and the context information to select the one or more visualization types from the set of available visualization types; and providing a second user option to choose a visualization type from among selected visualization types.