AGREEMENT DOCUMENT EXECUTION BASED ON DOCUMENT MODEL IN A DOCUMENT MANAGEMENT SYSTEM

Abstract

A document management system utilizes document models for querying, validating, and customizing electronic agreement documents. Document models can be a data structure including document attributes that represent an agreement document. Examples of document attributes include customizable data values, conditions related to the operation of the agreement document and satisfiable by certain values of the customized data values, and rendering parameters for the appearance of the electronic agreement document. The document management system enables a user to create custom document models for generating electronic agreement documents that can be queried, validated, and customized through querying, validating, and customizing the corresponding document models.

Description

Claims

1. A method comprising: accessing, by a document management system, a document model comprising a set of document objects and a set of object requirements, the document model corresponding to an agreement type, the set of document objects each corresponding to a characteristic of an agreement document, and the set of object requirements each comprising a condition that must be satisfied by one or more documents objects before the agreement document can be executed;generating, by the document management system, the agreement document based on the document model, the agreement document associated with one or more signing entities, the agreement document including a value for each of one or more of the set of document objects; andin response to a request to electronically sign the agreement document from one of the signing entities: determining whether the values included in the one or more of the set of document objects satisfy the set of object requirements;in response to determining that the values included in the one or more of the set of document objects satisfy the set of object requirements, providing the agreement document to the signing entity within a signing interface configured to enable the signing entity to electronically sign the agreement document; andin response to determining that the values included in the one or more of the set of document objects do not satisfy the set of object requirements, denying the request to electronically sign the agreement document and identifying to the signing entity the one or more of the set of object requirements that are not satisfied by the values included in the one or more of the set of document objects.

2. The method of claim 1, further comprising, in response to determining that the values included in the one or more of the set of document objects satisfy the set of object requirements: determining that the signing entity has provided an electronic signature to electronically sign the agreement document; andmodifying the document model to include the electronic signature.

3. The method of claim 2, further comprising: storing the agreement document at a storage of the document management system; andin response to determining that the document model has been modified to include the electronic signature: deleting the agreement document from the storage.

4. The method of claim 1, wherein determining whether the values included in the one or more of the set of document objects satisfy the set of object requirements comprises providing a value of the values to a third-party service configured to verify the value is proper.

5. The method of claim 1, wherein the document model is a first document model, and wherein determining whether the values included in the one or more of the set of document objects satisfy the set of object requirements comprises: comparing the values of the one or more of the set of document objects to corresponding value of the one or more of the set of document objects of a second document model; andin response to the values matching the corresponding values, determining that the values satisfy the set of object requirements.

6. The method of claim 1, further comprising generating the document model by: receiving a document, the document including the values within the document, the values represented as text strings and absent corresponding metadata;identifying the document as corresponding to the agreement document;identifying the values of objects within the document using the one of the set of agreement documents; andgenerating a data structure comprising a mapping between the values and one or more of the set of document objects, wherein the document model comprises the data structure.

7. The method of claim 6, further comprising: storing the received document in a storage of the document management system; andin response to generating the document model, deleting the received document from the storage.

8. The method of claim 1, wherein generating the agreement document based on the document model comprises: accessing a template associated with the agreement type, the template including variables for respective document objects; andassigning the values of the one or more of the set of document objects to corresponding variables of the template.

9. A non-transitory computer-readable storage medium storing executable instructions that, when executed by one or more processors, cause the processor to perform operations, the instructions comprising instructions to: access a document model comprising a set of document objects and a set of object requirements, the document model corresponding to an agreement type, the set of document objects each corresponding to a characteristic of an agreement document, and the set of object requirements each comprising a condition that must be satisfied by one or more documents objects before the agreement document can be executed;generate the agreement document based on the document model, the agreement document associated with one or more signing entities, the agreement document including a value for each of one or more of the set of document obj ects; andin response to a request to electronically sign the agreement document from one of the signing entities: determine whether the values included in the one or more of the set of document objects satisfy the set of object requirements;in response to determining that the values included in the one or more of the set of document objects satisfy the set of object requirements, provide the agreement document to the signing entity within a signing interface configured to enable the signing entity to electronically sign the agreement document; andin response to determining that the values included in the one or more of the set of document objects do not satisfy the set of object requirements, deny the request to electronically sign the agreement document and identifying to the signing entity the one or more of the set of object requirements that are not satisfied by the values included in the one or more of the set of document objects.

10. The non-transitory computer-readable storage medium of claim 9, wherein the instructions further comprise instructions to: in response to determining that the values included in the one or more of the set of document objects satisfy the set of object requirements: determine that the signing entity has provided an electronic signature to electronically sign the agreement document; andmodify the document model to include the electronic signature.

11. The non-transitory computer-readable storage medium of claim 9, wherein the instructions further comprise instructions to: store the agreement document at a storage of the document management system; andin response to determining that the values included in the one or more of the set of document objects satisfy the set of object requirements: delete the agreement document from the storage.

12. The non-transitory computer-readable storage medium of claim 9 wherein the document model is a first document model, and wherein instructions to determine whether the values included in the one or more of the set of document objects satisfy the set of object requirements comprises instructions to: compare the values of the one or more of the set of document objects to corresponding value of the one or more of the set of document objects of a second document model; andin response to the values matching the corresponding values, determine that the values satisfy the set of object requirements.

13. The non-transitory computer-readable storage medium of claim 9, wherein the instructions further comprise instructions to: receive a document, the document including the values within the document, the values represented as text strings and absent corresponding metadata;identify the document as corresponding to the agreement document;identify the values of objects within the document using the one of the set of agreement documents; andgenerate a data structure comprising a mapping between the values and one or more of the set of document objects, wherein the document model comprises the data structure.

14. The non-transitory computer-readable storage medium of claim 9, wherein the instructions to generate the agreement document based on the document model comprises instructions to: access a template associated with the agreement type, the template including variables for respective document objects; andassign the values of the one or more of the set of document objects to corresponding variables of the template.

15. A document management system comprising one or more processors and a non-transitory computer-readable storage medium storing instructions that, when executed by the one or more processors, cause the document management system to perform operations, the instructions comprising instructions to: access a document model comprising a set of document objects and a set of object requirements, the document model corresponding to an agreement type, the set of document objects each corresponding to a characteristic of an agreement document, and the set of object requirements each comprising a condition that must be satisfied by one or more documents objects before the agreement document can be executed;generate the agreement document based on the document model, the agreement document associated with one or more signing entities, the agreement document including a value for each of one or more of the set of document obj ects; andin response to a request to electronically sign the agreement document from one of the signing entities: determine whether the values included in the one or more of the set of document objects satisfy the set of object requirements;in response to determining that the values included in the one or more of the set of document objects satisfy the set of object requirements, provide the agreement document to the signing entity within a signing interface configured to enable the signing entity to electronically sign the agreement document; andin response to determining that the values included in the one or more of the set of document objects do not satisfy the set of object requirements, deny the request to electronically sign the agreement document and identifying to the signing entity the one or more of the set of object requirements that are not satisfied by the values included in the one or more of the set of document objects.

16. The document management system of claim 15, wherein the instructions further comprise instructions to: in response to determining that the values included in the one or more of the set of document objects satisfy the set of object requirements: determine that the signing entity has provided an electronic signature to electronically sign the agreement document; andmodify the document model to include the electronic signature.

17. The document management system of claim 15, wherein the instructions further comprise instructions to: store the agreement document at a storage of the document management system; andin response to determining that the values included in the one or more of the set of document objects satisfy the set of object requirements: delete the agreement document from the storage.

18. The document management system of claim 15, wherein the document model is a first document model, and wherein instructions to determine whether the values included in the one or more of the set of document objects satisfy the set of object requirements comprises instructions to: compare the values of the one or more of the set of document objects to corresponding value of the one or more of the set of document objects of a second document model; andin response to the values matching the corresponding values, determine that the values satisfy the set of object requirements.

19. The document management system of claim 15, wherein the instructions further comprise instructions to: receive a document, the document including the values within the document, the values represented as text strings and absent corresponding metadata;identify the document as corresponding to the agreement document;identify the values of objects within the document using the one of the set of agreement documents; andgenerate a data structure comprising a mapping between the values and one or more of the set of document objects, wherein the document model comprises the data structure.

20. The document management system of claim 15, wherein the instructions to generate the agreement document based on the document model comprises instructions to: access a template associated with the agreement type, the template including variables for respective document objects; andassign the values of the one or more of the set of document objects to corresponding variables of the template.