Document Clause Clustering for Automated Analysis

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Solution Overview

Problem

Conventional document analysis environments lack the ability to perform intelligent analyses of document clauses, failing to provide efficient and reliable recommendations to users based on clause characteristics.

Innovation Solution

A document management system that analyzes document clauses by using document clause clusters, assigning clauses to clusters based on similarity measures, and allowing users to review, classify, and modify these clusters to generate new clusters.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Extent of automation

If conventional document analysis environments are used, then individual document analysis is provided, but intelligent analysis of document clauses and automated recommendations are not provided

Engineering Contradiction:

Improveautomation of document clause analysisVSAvoidloss of clause relationships and characteristics

Core Design Contradiction:

Extent of automationVSLoss of information

Solution Approach 1:

The system segments documents into individual clauses and groups them into clause clusters based on similarity measures. This segmentation enables intelligent analysis of clause relationships while preserving the contextual characteristics of each clause, resolving the contradiction between automation and information loss.

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

The system transforms clauses into numerical representations using similarity measures and assigns them to clause clusters based on these parameters. This parameter transformation enables automated classification and analysis of clause relationships, achieving both automation and preservation of clause characteristics.

Inventive Principle:

Principle #35Parameter changes

2Productivity

If manual clause classification is performed, then accurate classification is achieved, but processing time and effort increase significantly

Engineering Contradiction:

Improveprocessing speed of clause classificationVSAvoidaccuracy of clause classification

Core Design Contradiction:

ProductivityVSMeasurement precision

Solution Approach 1:

The system performs self-service classification by automatically computing similarity measures between clauses and assigning them to appropriate clause clusters without manual intervention. This self-service mechanism maintains high processing speed while achieving accurate classification through algorithmic similarity assessment.

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

The system uses feedback from similarity measure computations to iteratively improve clause cluster assignments. By continuously refining classifications based on similarity metrics, the system achieves both high productivity and measurement precision in clause classification.

Inventive Principle:

Principle #23Feedback

3Productivity

If clause clusters are generated automatically, then processing efficiency is improved, but user control and review capability are reduced

Engineering Contradiction:

Improveefficiency of clause analysisVSAvoiduser control over clause clusters

Core Design Contradiction:

ProductivityVSEase of operation

Solution Approach 1:

The system implements dynamic clause clusters that can be automatically generated for efficiency while also allowing user modification and review. This dynamic approach enables the system to adapt between automated processing and user control based on operational needs, resolving the contradiction between productivity and ease of operation.

Inventive Principle:

Principle #15Dynamics

Data Source

PatentUS12210575B2Document management using clause clusters

Publication Date: 2025.01.28 DOCUSIGN INC

AI summary

A document management system analyzes document clauses using document clause clusters. The document management system uses measures of similarity between document clauses from different documents to assign clauses to clause clusters. Clause clusters may be used to perform various analyses, such as to assign clauses a classification corresponding to a relevant clause cluster. The document management system provides analyses performed using document clause clusters for user review, such as to approve clause clusters, classify clause clusters, modify clause clusters, or some combination thereof.