Clause-Level Access Control in Synchronous Multi-Party Editing

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Solution Overview

Problem

Existing document negotiation systems face challenges with user errors and confusion due to manual upload and editing processes, leading to delays and interruptions in the negotiation process, and hinder effective communication and collaboration between parties.

Innovation Solution

An online document system that enables real-time collaboration on a shared document by dividing it into clauses with customizable access permissions, allowing simultaneous editing and viewing permissions to be managed for different entities, ensuring that only authorized users can see and edit specific clauses, while maintaining transparency on other parts of the document.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If manual upload and editing processes are used, then users can independently work on documents, but user errors and confusion increase leading to delays and interruptions

Engineering Contradiction:
Improveindependent document editingVSAvoidnegotiation process continuity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system introduces an intermediary platform that mediates between multiple users and the document. Instead of direct manual uploads and downloads, users interact with the document through the online system which handles version control, permission management, and synchronization automatically, eliminating user errors while maintaining independent editing capability

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system enables self-service through automated features including automatic version tracking, permission enforcement, and real-time synchronization. The system serves itself by managing document states and user access without requiring manual intervention for routine operations, reducing both errors and delays

Inventive Principle:
Principle #25Self-service

2Ease of operation

If upload and download process is used for reviewing documents, then users can access document versions, but useful communication and collaboration between parties is prevented

Engineering Contradiction:
Improvedocument review accessVSAvoidcollaboration efficiency
Core Design Contradiction:
Ease of operationVSProductivity

Solution Approach 1:

The system merges document review and communication functions into a single integrated platform. Users can review documents and communicate simultaneously within the same interface, eliminating the need to switch between separate upload/download processes and communication tools, thereby enhancing collaboration efficiency

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system enables continuous collaboration by keeping the document always accessible in real-time without interruption for uploads or downloads. Multiple users can view, comment, and edit simultaneously with changes reflected immediately, maintaining continuous productive action rather than intermittent batch processing

Inventive Principle:
Principle #20Continuity of useful action

3Reliability

If clause-level access permissions are implemented, then viewing and editing permissions can be controlled for different entities, but system complexity increases

Engineering Contradiction:
Improveaccess control securityVSAvoidpermission management system
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system segments the document into clauses and applies permissions at the clause level rather than document level. This allows fine-grained control where different entities can have different access rights to different clauses, improving security while the automated segmentation management reduces the perceived complexity for users

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The permission system is designed as a universal multi-functional module that automatically handles creation, modification, inheritance, and enforcement of permissions across clauses. This universal approach manages complexity internally while presenting a simple interface to users

Inventive Principle:
Principle #6Universality (Multi-functionality)

4Productivity

If real-time simultaneous access is enabled for multiple entities, then collaboration is enhanced, but permission management and display synchronization become more complex

Engineering Contradiction:
Improvereal-time collaborationVSAvoiddisplay synchronization system
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system implements real-time feedback mechanisms where changes made by any user are immediately communicated to all other users. The display synchronization system continuously monitors and updates all connected devices, ensuring everyone sees the current state of the document and their permission levels, managing complexity through automated feedback loops

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS11941347B2Clause control in synchronous multi-party editing system
Publication Date: 2024.03.26 DOCUSIGN INC
  • US11941347B2 patent drawing
  • US11941347B2 patent drawing
  • US11941347B2 patent drawing

AI summary

An online document system enables simultaneous collaboration on a shared document. Users associated with two or more collaborating entities can see edits and comments made to the shared document from all participants in real time. A first entity chooses to make all edits public to everyone or temporarily locks a clause so that the real time edits to the clause are only visible to users associated with the first entity. This allows all users associated with the first entity to continue to collaborate among themselves on edits to the locked document until it is in a state where they are ready for the rest of the users associated with other entities to view the changes. At the same time, the other users can continue to review, edit, and collaborate on the other clauses in the document. When the permissions are updated, all entities can again view the clauses for negotiation.