Methods and apparatus related to document processing based on a document type

• US 9,715,491 B2
• Filed: 02/27/2012
• Issued: 07/25/2017
• Est. Priority Date: 09/23/2008
• Status: Active Grant

• Current Assignee: Elisa Sartori
• Original Assignee: Jeff Stollman
• Inventors: Stollman, Jeff
• Primary Examiner(s): Hong, Stephen
• Assistant Examiner(s): ROBINSON, MARSHON L
• Application Number:
  US13/405,993
• Publication Number:
  US 20120179961A1
• Time in Patent Office: 1,975 Days
• Field of Search: 715234, 715243
• 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 signal associated with a portion of a document;

determining a meaning of the portion by interpreting a concept represented by text within the portion;

selecting a document template based on the portion, the document template being associated with at least one document type;

preparing the portion of the document for comparison with the document template by aligning a section of the portion of the document with the document template;

analyzing the meaning with respect to a condition associated with the at least one document type based on a policy preference associated with the document template, the policy preference including an indication of the condition and an indication of a recommendation associated with the condition; and

sending the indication of the recommendation to an entity in response to the meaning satisfying the condition.

2. The method of claim 1, wherein the determining is based on an identifier associated with the document.

3. The method of claim 1, further comprising:

associating the document with the at least one document type based on at least one of the portion or an identifier associated with the document.

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

5. The method of claim 1, wherein the recommendation is associated with at least one of a selection of the portion of the document for review, an acceptance of at least one term or section of the portion of the document, or a rejection of at least one term or section of the portion of the document.

6. The method of claim 1, wherein the determining is based on at least one of an ontology or a set of semantic rules.

7. The method of claim 1, wherein the recommendation is a first recommendation and the condition is a first condition, the method further comprising:

sending an indication of a second recommendation to the entity in response to the meaning satisfying a second condition associated with the at least one document type.

8. 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, a real property contract template, an article template, a book template, a user manual template, a technical reference document template or a compliance report template.

9. The method of claim 1, wherein the recommendation is a recommendation to accept or reject at least one term or section of the portion of the document.

17. The method of claim 1, wherein the recommendation includes a suggested modification to the document.

10. A non-transitory processor-readable medium storing code representing instructions to be executed by a processor, the code comprising code to cause the processor to:

receive a signal associated with a portion of text from a document;

associate a document type with the document based at least in part on the signal;

select, based on the document type, a document template having a plurality of sections, at least one section from the plurality of sections being associated with at least one policy preference used to analyze a meaning of the portion of text by interpreting a concept represented by text within the portion of text;

prepare the portion of text for comparison with the document template by aligning the at least one section with the portion of text;

analyze the meaning of the portion of text with respect to a condition associated with the document type based on the at least one policy preference, the at least one policy preference including an indication of the condition and an indication of a recommendation associated with the condition; and

send the indication of the recommendation to an entity in response to the meaning satisfying the condition.

11. The non-transitory processor-readable medium of claim 10, wherein the at least one policy preference associated with the document template is at least one of a global policy preference, a user policy preference, or a default policy preference.

12. The non-transitory processor-readable medium of claim 10, further comprising:

determine the meaning for the portion of text from the document based on at least one of an ontology or a set of semantic rules associated with the document type; and

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

13. The non-transitory processor-readable medium of claim 10, further comprising:

determine the meaning for the portion of text from the document; and

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

14. The non-transitory processor-readable medium of claim 10, wherein the code to cause the processor to receive includes code to cause the processor to receive the signal in response to a request to access content associated with the document, the code further comprising code to cause the processor to:

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

15. The non-transitory processor-readable medium of claim 10, wherein the code to cause the processor to receive includes code to cause the processor to receive the signal in response to a request to access content associated with the document;

and

the code to cause the processor to select includes code to cause the processor to select based on a transactional valuation associated with the content.

16. The non-transitory processor-readable medium of claim 10, wherein each section from the plurality of sections is associated with a document category.

18. The non-transitory processor-readable medium of claim 10, wherein the condition is a first condition, the at least one policy preference includes an indication of a second condition and an indication of an action associated with the second condition, the code further comprising code to cause the processor to:

perform the action when the meaning of the portion of the text meets the second condition.

19. The non-transitory processor-readable medium of claim 10, wherein the recommendation includes a suggestion to modify the portion of text.

20. The non-transitory processor-readable medium of claim 10, wherein the condition is a first condition, the at least one policy preference includes an indication of a second condition and an indication of an action associated with the second condition, the action includes automatically accepting or rejecting at least one term or section of the portion of text, the code further comprising code to cause the processor to:

perform the action when the meaning of the portion of the text meets the second condition.