US 12,340,433 B2
Agreement document execution based on document model in a document management system
Alexander B. Berger, Sammamish, WA (US); Jerome Simeon, New York, NY (US); Peter Geoffrey Lerato Hunn, Dallas, TX (US); Daniel Charles Selman, Winchester (GB); Richard Tkachuk, Bellevue, WA (US); and Matthew Roberts, South Moreton (GB)
Assigned to Docusign, Inc., San Francisco, CA (US)
Filed by DocuSign, Inc., San Francisco, CA (US)
Filed on Feb. 28, 2022, as Appl. No. 17/683,143.
Prior Publication US 2023/0298118 A1, Sep. 21, 2023
Int. Cl. G06Q 50/18 (2012.01); G06F 16/93 (2019.01)
CPC G06Q 50/18 (2013.01) [G06F 16/93 (2019.01)] 19 Claims
OG exemplary drawing
 
1. A method comprising:
accessing, by a document management system and for an agreement document stored at a database of the document management system, a document model comprising at least:
a document object,
an object requirement indicating a condition for the documents object, and
a mapping of the document object to the object requirement;
storing, by the document management system, a document object value from the agreement document to the document object of the document model;
in response to the storing, deleting, by the document management system, the agreement document from the database;
receiving, by the document management system, a request to electronically sign the agreement document; and
in response to receiving the request:
determining, by the document management system and based on the mapping of the document object to the object requirement in the document model, whether the document object value stored in the document object satisfies the condition of the object requirement,
and
in response to determining the document object value does not satisfy the condition,
denying, by the document management system, the request to electronically sign the agreement document, and
outputting, by the document management system, an indication of the condition of the object requirement that is not satisfied by the document object value included in the document object.