US 12,248,504 B2
Document container with candidate documents
David Minoru Hirotsu, Torrance, CA (US); Muhammad Omer Farooq, Lynnwood, WA (US); John Michael Morrissey, Naperville, IL (US); Abhitheja Pinnadari, Oswego, IL (US); and Laxman Rapolu, Naperville, IL (US)
Assigned to Docusign, Inc., San Francisco, CA (US)
Filed by DocuSign, Inc., San Francisco, CA (US)
Filed on May 31, 2023, as Appl. No. 18/326,761.
Prior Publication US 2024/0403349 A1, Dec. 5, 2024
Int. Cl. G06F 16/35 (2019.01); G06F 16/358 (2025.01); G06F 16/383 (2019.01); G06V 30/19 (2022.01)
CPC G06F 16/358 (2019.01) [G06F 16/383 (2019.01); G06V 30/19093 (2022.01)] 20 Claims
OG exemplary drawing
 
1. A system for electronic document management, wherein the system comprises one or more processors having access to a memory, the one or more processors configured to:
determine an attribute for an input document for execution by a signer;
generate a similarity score for each of a plurality of candidate documents using a machine learning model, wherein using the machine learning model comprises providing the attribute as an input to the machine learning model;
determine a subset of the candidate documents based on the similarity scores generated for each of the plurality of candidate documents;
based on a determination that a field classification for a first field of the input document corresponds to a field classification for a second field of a related document of the subset of the candidate documents, generate a common field that includes the field classification of the first field; and
set one or more of a first field value of the first field or a second field value of the second field to a common field value of the common field.