US 12,238,219 B2
Deal room platform using artificial intelligence
John Michael Freese, Cornelius, NC (US); Marco Vinicio Aguilar Soto, Belmont, MA (US); and Michael James Fox, Sparks, NV (US)
Assigned to Intralinks, Inc., New York, NY (US)
Filed by Intralinks, Inc., New York, NY (US)
Filed on Sep. 18, 2019, as Appl. No. 16/574,666.
Claims priority of provisional application 62/733,959, filed on Sep. 20, 2018.
Prior Publication US 2020/0097768 A1, Mar. 26, 2020
Int. Cl. G06F 16/93 (2019.01); G06F 16/18 (2019.01); G06F 16/33 (2019.01); G06F 16/334 (2025.01); G06F 18/21 (2023.01); G06F 18/214 (2023.01); G06N 20/00 (2019.01); G06V 30/40 (2022.01); H04L 9/08 (2006.01); H04L 9/32 (2006.01); H04L 9/00 (2022.01)
CPC H04L 9/3239 (2013.01) [G06F 16/1805 (2019.01); G06F 16/3344 (2019.01); G06F 16/93 (2019.01); G06F 18/2148 (2023.01); G06F 18/2185 (2023.01); G06N 20/00 (2019.01); G06V 30/40 (2022.01); H04L 9/085 (2013.01); H04L 9/0891 (2013.01); H04L 9/3242 (2013.01); H04L 9/50 (2022.05)] 20 Claims
OG exemplary drawing
 
1. A method for managing documents in an electronic deal room associated with a multi-party transaction, the method comprising:
receiving, by a processing system of a deal room platform, a request to upload a document to the electronic deal room from a user device associated with a user participating in the multi-party transaction;
in response to an approved request, receiving, by the processing system, the document from a document source;
determining, by the processing system, a classification of the document based on content of the document and a machine-learned document classification model that is trained to classify documents involved in multi-party transactions by comparing content of a document with content of documents having known classifications;
identifying, by the processing system, one or more folders of an organizational structure having a plurality of folders corresponding to the electronic deal room with which to associate the document based on the determined classification of the document;
at least one of automatically creating a link or automatically storing, by the processing system, the document with respective ones of the one or more folders, based on the determined classification of the document; and
providing at least one of a notification of one or more risks associated with the multi-party transaction or a prediction related to the one or more risks on at least one of a user device or a graphical user interface.