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Computer-implemented methods and systems for identifying and reporting deviations from standards and policies for contracts, agreements and other business documents

  • US 8,037,004 B2
  • Filed: 06/11/2007
  • Issued: 10/11/2011
  • Est. Priority Date: 06/11/2007
  • Status: Active Grant
First Claim
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1. A non-transitory machine-readable medium having data stored thereon representing sequences of machine-executable instructions for identifying and reporting deviations in customized business documents from standards and policies of organizations, the machine-readable medium comprising:

  • instructions for receiving a plurality of business document templates;

    instructions for providing information configured to generate a graphical user interface that enables a user of the graphical user interface to define a plurality of deviation rules configured to codify one or more standards or policies of an organization and that enables the user to associate at least some of the plurality of deviation rules with each business document template in the plurality of business document templates, the graphical user interface configured to receive from the user information specifying one or more conditions for each deviation rule in the plurality of deviation rules that define when business document terms in customized business documents generated based on the plurality of business document templates do not conform to the one or more standards or policies of the organization, the graphical user interface further configured to receive from the user information associating at least some of the deviation rules in the plurality of deviation rules with at least one of the plurality of business document templates;

    instructions for storing the plurality of business document templates and the associated plurality of deviation rules, each of the plurality of business document templates having a plurality of business document generation rules;

    instructions for receiving a customized business document generated based upon one of the stored plurality of business document templates, the generated customized business document including a selection of plurality of clauses and business document terms based at least in part from evaluating the plurality of business document generation rules in the one of the stored plurality of business document templates;

    instructions for retrieving one or more of the stored deviation rules associated with the business document template upon which the customized business document is based and applying the retrieved one or more deviation rules against the generated customized business document;

    instructions for identifying all business document terms of the customized business document that do not conform to the one or more standards or policies of the organization based on the application of the retrieved one or more deviation rules; and

    instructions for generating a report that includes at least the identified non-conforming business document terms.

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