MULTIPARTY DOCUMENT GENERATION AND MANAGEMENT

• US 20130339846A1
• Filed: 06/18/2012
• Published: 12/19/2013
• Est. Priority Date: 06/18/2012
• Status: Abandoned Application

• Current Assignee: GBL Systems
• Original Assignee: GBL Systems
• Inventors: Buscemi, James
• Application Number:
  US13/526,349
• Publication Number:
  US 20130339846A1
• Time in Patent Office: Days
• US Class Current: 715/254
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 50/18 Legal services

Abstract

An embodiment of a multiparty document generation and management system includes a document server having a user interface module, a model module, a governance module, a query module, and a suggestion module. The system allows a plurality of users to generate a document model comprising a plurality of document elements and provides suggestions to the plurality of users regarding the document model structure. The system obtains standard language for each document element in the document model and generates a complete multiparty document. Upon validation of the complete multiparty document, the multiparty document and the document model and are stored in a data storage area. Once a document model has been created, the document model can be analyzed and traversed in response to a query to provide a forecast that includes an expected result of an application of the multiparty document to the subject matter of the query.

Claims

1. A technical system for generating a multiparty document, the system comprising:

a non-transitory computer readable medium configured to store executable programmed modules;

a processor communicatively coupled with the non-transitory computer readable medium configured to execute programmed modules stored therein;

a user interface module stored in the non-transitory computer readable medium and configured to be executed by the processor, the user interface module configured to present a document model to a plurality of users and receive document model input from a plurality of users, wherein at least one user is a party to the multiparty document;

a model module stored in the non-transitory computer readable medium and configured to be executed by the processor, the model module configured to build a multiparty document model and store the document model in said computer readable medium;

a query module stored in the non-transitory computer readable medium and configured to be executed by the processor, the query module configured to receive an input from at least one of the plurality of users, analyze the multiparty document model in accordance with said input, and provide a forecast in response to said input, wherein the forecast is a an expected result based on the analysis; and

a suggestion module stored in the non-transitory computer readable medium and configured to be executed by the processor, the suggestion module configured to generate suggestions based on the analysis of the query module, said suggestions related to the structure of the multiparty document model.

2. The system of claim 1, further comprising a governance module stored in the non-transitory computer readable medium and configured to be executed by the processor, the governance module configured to monitor state changes associated with a multiparty document.

3. The system of claim 2, wherein the governance module is further configured to monitor the occurrence of events associated with a multiparty document.

4. The system of claim 3, wherein the governance module is configured to determine notices to be sent and actions to be taken and wherein the governance module is further configured to confirm that determined notices have been sent and determined actions have been taken.

5. The system of claim 3, wherein the governance module is further configured to receive data from a data source and analyze said received data to determine changes of state associated with a multiparty document or the occurrence of events associated with a multiparty document.

6. The system of claim 1, wherein the model module further comprises:

a state machine module stored in the non-transitory computer readable medium and configured to be executed by the processor, the state machine module configured to identify one or more states and one or more events associated with each document element of a multiparty document;

a standard language module stored in the non-transitory computer readable medium and configured to be executed by the processor, the standard language module configured to identify a predetermined clause and associate the identified predetermined clause with a document element; and

a validation module stored in the non-transitory computer readable medium and configured to be executed by the processor, the validation module configured to validate a document model comprising a plurality of document elements, wherein each document element is associated with one or more states and one or more events.

7. The system of claim 6, wherein the model module further comprises:

a document generation module stored in the non-transitory computer readable medium and configured to be executed by the processor, the document generation module configured to generate complete text document comprising a plurality of predetermined clauses.

8. The system of claim 7, wherein the model module further comprises:

an ingest module stored in the non-transitory computer readable medium and configured to be executed by the processor, the ingest module configured to receive text associated with a legacy document and build a document model for the legacy document in cooperation with the state machine module, the standard language module and the validation module.

9. A computer implemented method for generating a multiparty document, where one or more processors are programmed to perform steps comprising:

receiving a plurality of inputs from at least one user to a multiparty document;

associating at least a portion of each of said plurality of inputs with a multiparty document element;

building a document model of the multiparty document in accordance with said multiparty document elements;

presenting said document model to the at least one user to the multiparty document;

receiving confirmation that the document model is complete;

identifying a plurality of standard language portions, wherein each identified standard language portion is associated with at least one of said multi-document model elements;

compiling the plurality of standard language portions to generate the multiparty document;

validating the generated multiparty document; and

storing the multiparty document in a non-transitory computer readable medium.

10. The method of claim 9, wherein building a document model of the multiparty document in accordance with said multiparty document elements comprises associating at least one state and at least one event with each document element and logically traversing a plurality of states and events to verify each document element in the document model.

11. A computer implemented method for providing information related to a multiparty document, where one or more processors are programmed to perform steps comprising:

receiving a query, said query identifying a multiparty document represented by a document model having a plurality of states interconnected by a plurality of events;

determining a context for said query;

identifying one or more concepts related to said context for the query;

searching the plurality of states in the document model of the multiparty document for matches in accordance with said query context and the related concepts;

searching the plurality of events in the document model of the multiparty document for matches in accordance with said query context and the related concepts;

traversing the document model of the multiparty document to identify a set of states and events encountered based on said query context and the related concepts;

determining one or more notices and one or more actions in accordance with the identified set of states and events; and

presenting the determined one or more notices and one or more actions in response to said query.

12. The method of claim 11, wherein presenting comprises presenting the determined one or more notices and one or more actions on a display device.

13. The method of claim 11, wherein the query is received from a data source and wherein presenting comprises storing the determined one or more notices and one or more actions in a data storage area.

14. The method of claim 11, wherein the query is received from a user and the determined one or more notices and one or more actions are presented to the user in response to said query.

15. A computer implemented method for implementing a multiparty document, where one or more processors are programmed to perform steps comprising:

receiving data from a data source;

identifying a multiparty document represented by a document model having a plurality of states interconnected by a plurality of events;

determining a context for said data from the data source;

identifying one or more concepts that are related to the context for said data from the data source;

traversing the document model of the multiparty document to identify a set of states and events based on said query context and said related concepts;

determining one or more actions in accordance with the identified set of states and events;

taking at least one action to achieve a predetermined result in accordance with at least one of said one or more actions; and

confirming completion of said at least one action.

16. The method of claim 15 further comprising searching the plurality of states in the document model of the multiparty document for matches in accordance with said query context and the related concepts and searching the plurality of events in the document model of the multiparty document for matches in accordance with said query context and the related concepts and wherein the determining step comprises determining one or more actions in accordance with said matches.

17. The method of claim 15 wherein said one or more actions comprise one of selling a stock, transferring funds between bank accounts and paying a trust beneficiary.

18. The method of claim 15, further comprising:

determining one or more notices in accordance with the identified set of states and events;

sending a notice to a designated recipient in accordance with each of said one or more notices; and

confirming receipt of each of said sent notices.