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, using one or more computing systems, informational data describing a transaction;
identifying, using the one or more computing systems, a set of hierarchical electronic documents pertinent to the transaction based at least in part on the received informational data, the set including a root electronic document and one or more dependency electronic documents of the root electronic document, the root electronic document specifying a transaction identifier of the transaction and metadata identifying the one or more dependency electronic documents;
selecting, using the one or more computing systems, a subset of electronic documents from the set of hierarchical electronic documents based at least in part on data describing electronic documents that a user involved in the transaction has previously accepted;
identifying, using the one or more computing systems, from the selected subset of electronic documents, a current version of an electronic document that has not been accepted by the user;
determining, using the one or more computing systems, whether acceptance of the current version is not required responsive to the user having accepted a prior version of the electronic document;
responsive to determining that acceptance of the current version is not required and that the user has accepted the prior version, removing, using the one or more computing systems, the current version of the electronic document from the selected subset of electronic documents; and
outputting, using the one or more computing systems, informational data pertaining to the selected subset of electronic documents for presenting the selected subset of electronic 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
18 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, using one or more computing systems, informational data describing a transaction; identifying, using the one or more computing systems, a set of hierarchical electronic documents pertinent to the transaction based at least in part on the received informational data, the set including a root electronic document and one or more dependency electronic documents of the root electronic document, the root electronic document specifying a transaction identifier of the transaction and metadata identifying the one or more dependency electronic documents; selecting, using the one or more computing systems, a subset of electronic documents from the set of hierarchical electronic documents based at least in part on data describing electronic documents that a user involved in the transaction has previously accepted; identifying, using the one or more computing systems, from the selected subset of electronic documents, a current version of an electronic document that has not been accepted by the user; determining, using the one or more computing systems, whether acceptance of the current version is not required responsive to the user having accepted a prior version of the electronic document; responsive to determining that acceptance of the current version is not required and that the user has accepted the prior version, removing, using the one or more computing systems, the current version of the electronic document from the selected subset of electronic documents; and outputting, using the one or more computing systems, informational data pertaining to the selected subset of electronic documents for presenting the selected subset of electronic documents to the user involved in the transaction for acceptance as part of the transaction. - View Dependent Claims (2, 3, 4, 5, 6)
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7. 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 informational data describing a transaction; identifying a set of hierarchical electronic documents pertinent to the transaction based at least in part on the received informational data, the set including a root electronic document and one or more dependency electronic documents of the root electronic document, the root electronic document specifying a transaction identifier of the transaction and metadata identifying the one or more dependency electronic documents; selecting a subset of electronic documents from the set of hierarchical electronic documents based at least in part on data describing electronic documents that a user involved in the transaction has previously accepted; identifying, from the selected subset of electronic documents, a current version of an electronic document that has not been accepted by the user; determining whether acceptance of the current version is not required responsive to the user having accepted a prior version of the electronic document; responsive to determining that acceptance of the current version is not required and that the user has accepted the prior version, removing the current version of the electronic document from the selected subset of electronic documents; and outputting informational data pertaining to the selected subset of electronic documents for presenting the selected subset of electronic documents to the user involved in the transaction for acceptance as part of the transaction. - View Dependent Claims (8, 9, 10, 11, 12)
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13. 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 module configured to execute on the computer processor, the computer program modules comprising; a communications module configured to receive informational data describing a transaction; a documents module configured to identify a set of hierarchical electronic documents pertinent to the transaction based at least in part on the received informational data, the set including a root electronic document and one or more dependency electronic documents of the root electronic document, the root electronic document specifying a transaction identifier of the transaction and metadata identifying the one or more dependency electronic documents; a verification module configured to; select a subset of electronic documents from the set of hierarchical electronic documents based at least in part on data describing electronic documents that a user involved in the transaction has previously accepted; identify, from the selected subset of electronic documents, a current version of an electronic document that has not been accepted by the user; determine whether acceptance of the current version is not required responsive to the user having accepted a prior version of the electronic document; responsive to determining that acceptance of the current version is not required and that the user has accepted the prior version, remove the current version of the electronic document from the selected subset of electronic documents; and output informational data pertaining to the selected subset of electronic documents for presenting the selected subset of electronic documents to the user involved in the transaction for acceptance as part of the transaction. - View Dependent Claims (14, 15, 16, 17, 18)
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Specification