US 12,190,043 B2
Automated document tagging in a digital management platform
Shrinivas Kiran Kaza, Fremont, CA (US); Eric M. Zenz, Mercer Island, WA (US); Roshan Satish, Seattle, WA (US); Michael Anthony Palazzolo, Seattle, WA (US); Patrick Beukema, Seattle, WA (US); Kim Cuong Phung, Hayward, CA (US); Boon Sun Song, San Jose, CA (US); and Taiwo Raphael Alabi, San Jose, CA (US)
Assigned to Docusign, Inc., San Francisco, CA (US)
Filed by DocuSign, Inc., San Francisco, CA (US)
Filed on Jul. 29, 2020, as Appl. No. 16/942,652.
Prior Publication US 2022/0035990 A1, Feb. 3, 2022
Int. Cl. G06F 40/117 (2020.01); G06F 16/93 (2019.01); G06F 18/214 (2023.01); G06N 20/00 (2019.01); G06V 30/414 (2022.01); G06V 30/416 (2022.01)
CPC G06F 40/117 (2020.01) [G06F 16/93 (2019.01); G06F 18/214 (2023.01); G06N 20/00 (2019.01); G06V 30/414 (2022.01); G06V 30/416 (2022.01)] 19 Claims
OG exemplary drawing
 
1. A method for automatically tagging fields of a target document, comprising:
applying a machine learned model to the target document to identify portions of the target document corresponding to the fields of the target document, wherein the machine learned model has been trained using a training set of data comprising documents each with a set of tagged fields within a document, each tagged field corresponding to a portion of the document, wherein the tagged fields include at least one of: a tagged field for entering data at a predetermined location in the document, a blank tagged field at another predetermined location in the document, and any combination thereof, wherein the machine learned model configured to identify, for each of one or more fields within the document, a portion within the document corresponding to the field; and
for each field of the target document:
identifying text of the target document associated with the identified portion of the target document corresponding to the field;
performing natural language processing on the identified text to identify a field type of the field of a plurality of types of fields; and
automatically modifying viewable content of the target document to include a tag, wherein the tag identifies a location in the target document corresponding to the field and the identified field type of the field, wherein the tag visually indicates to a user to further modify the document within the field, a visual indicator associated with the tag varies in accordance with the identified field type of the field, the plurality of types of fields including one or more fields that accept textual input and one or more fields that do not accept textual input; and
modifying, using the tag, the document by at least one of the following: entering data within the field corresponding to the tag, modifying the tag, and any combination thereof.