METHODS AND APPARATUS RELATED TO DOCUMENT PROCESSING BASED ON A DOCUMENT TYPE

• US 20100074524A1
• Filed: 09/23/2008
• Published: 03/25/2010
• Est. Priority Date: 09/23/2008
• Status: Active Grant

• Current Assignee: Elisa Sartori
• Original Assignee: Jeff Stollman
• Inventors: STOLLMAN, Jeff
• Granted Patent: US 8,126,837 B2
• Time in Patent Office: Days
• US Class Current: 382/175
• CPC Class Codes: G06F 16/972 Access to data in other repository systems, e.g. legacy data or dynamic Web page generation
• CPC Class Codes: G06F 40/30 Semantic analysis

Abstract

In one embodiment, a method includes receiving a portion of text from a document. A document type is associated with the document based on at least one of the portion of text or an identifier associated with the document. The method also includes selecting, based on the document type, a document template having a plurality of sections. Each section from the plurality of sections being associated with a document category. At least one section from the plurality of sections including at least one policy preference.

Claims

1. A method, comprising:

receiving a portion of text from a document;

associating a document type with the document based on at least one of the portion of text or an identifier associated with the document; and

selecting, based on the document type, a document template having a plurality of sections, each section from the plurality of sections being associated with a document category, at least one section from the plurality of sections being associated with at least one policy preference.

2. The method of claim 1, further comprising:

determining a meaning for the portion of text based on an ontology having at least a portion associated with the document type.

3. The method of claim 1, further comprising:

determining a meaning for the portion of text based on a set of semantic rules associated with the document type; and

associating the portion of text with at least one section from the plurality of sections based on the meaning.

4. The method of claim 1, further comprising:

determining a meaning for the portion of text;

associating the portion of text with a section from the plurality of sections based on the meaning; and

sending an indicator when the meaning satisfies a condition associated with a policy preference of the section from the plurality of sections.

5. The method of claim 1, further comprising:

determining a meaning for the portion of text;

sending an indicator to an entity when the portion of text is not associated with at least one section from the plurality of sections.

6. The method of claim 1, further comprising:

determining a meaning for the portion of text based on an ontology having at least a portion associated with the document type; and

associating the meaning with a section from the plurality of sections and with a policy preference included in the section.

7. The method of claim 1, wherein a policy preference included in a section from the plurality of sections is selected by a user from a set of policy preferences associated with the section from the plurality of sections.

8. The method of claim 1, wherein the receiving includes receiving in response to a request to access content associated with the document.

9. The method of claim 1, wherein the document template is defined at least in part based on a global template selected by an entity.

10. The method of claim 1, wherein the document template is at least one of a privacy-related contract template, an end-user-license agreement template, a terms and conditions contract template, a lease contract template, or a real property contract template.

11. The method of claim 1, wherein the receiving includes receiving in response to a request to access content associated with the document, the method, further comprising:

analyzing the portion of text from the document based on the document template; and

blocking transmission of at least a portion of the content based on the analyzing.

12. The method of claim 1, wherein the receiving includes receiving in response to a request to access content associated with the document, the selecting includes selecting based on a transactional valuation associated with the content.

13. The method of claim 1, wherein the at least one policy preference is a default policy preference.

14. The method of claim 1, wherein the document is a contract.

15. A processor-readable medium storing code representing instructions to cause a processor to perform a process, the code comprising code to:

receive a term from a document;

determine a document type based on at least one of the term or an identifier associated with the document;

analyze the term based on a set of semantic rules associated with the document type and based on a document template associated with the document type; and

determine whether the term is an acceptable term based on the analyzing.

16. The processor-readable medium of claim 15, wherein at least one of the set of semantic rules or the document policy is selected based on the document type.

17. The processor-readable medium of claim 15, further comprising code to:

provide a set of policy preferences associated with a master document template to a user, at least a portion of the document template is defined based on a policy preference selected from the set of policy preferences.

18. The processor-readable medium of claim 15, wherein the term is a first term, the code further comprising code to:

send an indicator to a user that a second term from the document is not associated with a document category from the document template.

19. The processor-readable medium of claim 15, wherein the term is a first term, the code further comprising code to:

send an indicator to a user that a second term from the document satisfies a manual review condition.

20. A method, comprising:

receiving at least a portion of text from a document in response to a policy update request;

determining that the document has a changed portion based on a version of the document stored in a database and based on the portion of text from the document; and

analyzing the changed portion of the document based on a document template, the document template being selected from a plurality of document templates based on a document type associated with the document.

21. The method of claim 20, wherein the version of the document is stored in the database prior to the receiving.

22. The method of claim 20, wherein the analyzing includes analyzing based on a policy preference.

23. The method of claim 20, wherein the policy update request is triggered by a first entity, the policy preference has a portion defined by the first entity, the method further comprising:

sending to a second entity a notification of the changed portion in response to the determining.

24. The method of claim 20, the policy update request is triggered by a first entity, the policy preference has a portion defined by the first entity the method further comprising:

analyzing, in response to the determining, the changed portion of the document based on a policy preference having a portion defined by a second entity; and

sending an acceptance indicator in response to the analyzing based on the policy preference associated with the second entity.

25. The method of claim 20, wherein the document policy includes a set of sections, the analyzing includes associating the changed portion of the document with a section from the set of sections.

26. The method of claim 20, wherein the analyzing includes analyzing based on a set of semantic rules selected based on the document type and an ontology having at least a portion associated with the document type.

27. The method of claim 20, wherein the policy update request is defined in response to a request to access content associated with the document.

28. The method of claim 20, further comprising:

updating the version of the document stored in the database in response to the determining.

29. The method of claim 20, further comprising:

defining a policy metric trend based on the analyzing.

30. A method, comprising:

selecting, based on a document type, a document template having a plurality of sections, each section from the plurality of sections being associated with a document category and including at least one policy preference; and

defining a text of a document based on the document template.