US 12,333,449 B2
Recipient notification recommendation in a document management system
Radu Marin, Seattle, WA (US); Alan Gene Roza, Seattle, WA (US); and Justin Wade Hartin, Mountlake Terrace, WA (US)
Assigned to Docusign, Inc., San Francisco, CA (US)
Filed by DocuSign, Inc., San Francisco, CA (US)
Filed on Jul. 30, 2021, as Appl. No. 17/390,784.
Prior Publication US 2023/0032995 A1, Feb. 2, 2023
Int. Cl. G06N 5/04 (2023.01); G06F 16/93 (2019.01); G06N 20/00 (2019.01)
CPC G06N 5/04 (2013.01) [G06F 16/93 (2019.01); G06N 20/00 (2019.01)] 20 Claims
OG exemplary drawing
 
1. A method comprising:
accessing, by a document management system, a set of documents, the set of documents associated with a sending entity and an acting entity;
identifying, by the document management system, a receiving entity associated with a subset of documents from the set of documents;
training, by the document management system, a machine learning model using historical recipient notification data comprising: historical types of event criteria set by historical sending entities and historical content information to be sent to historical receiving entities when the historical types of event criteria are satisfied by historical acting entities, the historical content information indicating data type of attachments and attributes included in notifications sent to the historical receiving entities when the historical types of event criteria are satisfied by the historical acting entities performing actions on historical documents;
determining, by the machine learning model of the document management system, based on characteristics of one or more of the sending entity, the acting entity, the receiving entity, and the subset of documents, one or more event criteria for a notification and content information, the content information indicating data types of one or more attachments and attributes to include in the notification when the one or more event criteria are satisfied;
generating, by the machine learning model, a recipient notification definition for the notification, the recipient notification definition including indications of the receiving entity, the one or more event criteria, and the content information;
presenting, by the document management system, the recipient notification definition to the sending entity; and
in response to a selection of the recipient notification definition, sending, by the document management system, the notification to the receiving entity in response to the one or more event criteria indicated in the recipient notification definition being satisfied.