Management of legal documents for transactions
First Claim
Patent Images
1. A computer-implemented method for determining a set of legal documents to present to a user for acceptance as part of a transaction, the method comprising:
- receiving information describing a type of transaction and a geographic location associated with the transaction;
identifying a set of hierarchical documents pertinent to the transaction based at least in part on the received information, the set including a root document identified based at least in part on the type of transaction and the geographic location associated with the transaction, the root document specifying a transaction identifier of the transaction and metadata, the set further including one or more dependency documents of the root document identified responsive to an analysis of the metadata specified by the root document;
pruning the set of hierarchical documents responsive to data describing documents that a user involved in the transaction has previously accepted; and
outputting information pertaining to the pruned set of hierarchical documents for presenting the pruned set of hierarchical documents to the user involved in the transaction for acceptance as part of the transaction.
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Accused Products
Abstract
Information describing a transaction is received and a set of hierarchical documents pertinent to the transaction are identified based at least in part on the received information. The set of hierarchical documents is pruned responsive to data describing documents that a user involved in the transaction has previously accepted. Information describing the pruned set of hierarchical documents is output for presenting the pruned set of hierarchical documents to the user involved in the transaction for acceptance as part of the transaction.
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Citations
21 Claims
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1. A computer-implemented method for determining a set of legal documents to present to a user for acceptance as part of a transaction, the method comprising:
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receiving information describing a type of transaction and a geographic location associated with the transaction; identifying a set of hierarchical documents pertinent to the transaction based at least in part on the received information, the set including a root document identified based at least in part on the type of transaction and the geographic location associated with the transaction, the root document specifying a transaction identifier of the transaction and metadata, the set further including one or more dependency documents of the root document identified responsive to an analysis of the metadata specified by the root document; pruning the set of hierarchical documents responsive to data describing documents that a user involved in the transaction has previously accepted; and outputting information pertaining to the pruned set of hierarchical documents for presenting the pruned set of hierarchical documents to the user involved in the transaction for acceptance as part of the transaction. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A computer program product having a non-transitory computer-readable storage medium having computer-executable code for determining a set of legal documents to present to a user for acceptance as part of a transaction, the computer-executable code when executed performing steps comprising:
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receiving information describing a type of transaction and a geographic location associated with the transaction; identifying a set of hierarchical documents pertinent to the transaction based at least in part on the received information, the set including a root document identified based at least in part on the type of transaction and the geographic location associated with the transaction, the root document specifying a transaction identifier of the transaction and metadata, the set further including one or more dependency documents of the root document identified responsive to an analysis of the metadata specified by the root document; pruning the set of hierarchical documents responsive to data describing documents that a user involved in the transaction has previously accepted; and outputting information pertaining to the pruned set of hierarchical documents for presenting the pruned set of hierarchical documents to the user involved in the transaction for acceptance as part of the transaction. - View Dependent Claims (9, 10, 11, 12, 13, 14)
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15. A computer system for determining a set of legal documents to present to a user for acceptance as part of a transaction, the system comprising:
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a computer processor; and a non-transitory computer-readable storage medium storing computer program modules configured to execute on the computer processor, the computer program modules comprising; a communications module configured to receive information describing a type of transaction and a geographic location associated with the transaction; a documents module configured to identify a set of hierarchical documents pertinent to the transaction based at least in part on the received information, the set including a root document identified based at least in part on the type of transaction and the geographic location associated with the transaction, the root document specifying a transaction identifier of the transaction and metadata, the set further including one or more dependency documents of the root document identified responsive to an analysis of the metadata specified by the root document; a verification module configured to; prune the set of hierarchical documents responsive to data describing documents that a user involved in the transaction has previously accepted; and output information pertaining to the pruned set of hierarchical documents for presenting the pruned set of hierarchical documents to the user involved in the transaction for acceptance as part of the transaction. - View Dependent Claims (16, 17, 18, 19, 20, 21)
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Specification