Prediction and notification of agreement document expirations

US12050649B2 · kind B2 · utility

Assignee

• Docusign, Inc. · US

Inventors

• Christina Silva Hamlin · Walnut Creek, US
• David Minoru Hirotsu · Torrance, US
• Saul Adams Aguilar · Redwood City, US
• Dia A. Abulzahab · Willowbrook, US
• Mangesh Bhandarkar · Los Altos, US
• Isaac John Steiner · Chicago, US
• Michael Wayne Fountain · Bainbridge Island, US
• William G. Wetherell · San Francisco, US
• Iqra Anjum · San Francisco, US
• Celine Beck · Montréal, CA
• Robert Michael Johnson · Fort Collins, US
• Yiting Zheng · Chicago, US
• Thierry Bonfante · Redwood Shores, US
• Madhubala Rawat · San Francisco, US
• Samuel J. Cicero · Batavia, US

Key dates

• Filing date: Oct 29, 2021
• Grant date: Jul 30, 2024
• Expiry date: Mar 30, 2042

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q50/18
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

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that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity.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.