Document Management System for Validating Online Agreement Rendering

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Solution Overview

Problem

Conventional online document generation and validation face challenges in ensuring validity and enforceability, particularly in the online medium, where manual evaluation is difficult due to formatting constraints and the need for customized documents that are valid and compliant across various contexts, leading to inefficiencies in storage and processing.

Innovation Solution

A document management system that utilizes machine-learned models to validate and customize online documents by analyzing rendering parameters, such as font size and button placement, and recommends modifications to increase the likelihood of agreement completion, while storing metadata instead of the entire document to conserve resources.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If online documents are customized with various rendering parameters (font, positioning, window size), then adaptability and user experience improve, but ensuring validity and enforceability becomes more difficult

Engineering Contradiction:
Improvedocument customizationVSAvoidagreement validity
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The system performs preliminary validation of rendering parameters before the agreement is executed. The validation module checks font sizes, button placements, and other formatting elements against enforceability criteria in advance, preventing invalid agreements from being created in the first place.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system provides feedback to users when rendering parameters violate validity criteria. The validation module identifies problematic parameters and communicates them to users, allowing them to adjust customization settings to meet enforceability requirements.

Inventive Principle:
Principle #23Feedback

2Reliability

If manual evaluation is used to validate document validity, then reliability improves, but productivity and efficiency deteriorate

Engineering Contradiction:
Improvevalidation accuracyVSAvoidvalidation efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system replaces manual mechanical evaluation with an automated validation module that uses computational algorithms to assess document validity. This module systematically checks rendering parameters against enforceability criteria, providing automated validation that is both reliable and efficient.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Reliability

If each customized document is stored for auditing purposes, then reliability improves, but storage resources are excessively consumed

Engineering Contradiction:
Improveaudit capabilityVSAvoidstorage resources
Core Design Contradiction:
ReliabilityVSQuantity of substance

Solution Approach 1:

The system extracts and stores only the essential validation data and metadata required for auditing purposes, rather than storing complete customized documents. This includes storing validation results, rendering parameters, and audit trails while eliminating redundant document copies.

Inventive Principle:
Principle #2Taking out (Extraction)

4Adaptability or versatility

If invalid documents are generated and processed, then customization flexibility improves, but waste of processing and storage space occurs

Engineering Contradiction:
Improvecustomization freedomVSAvoidprocessing waste
Core Design Contradiction:
Adaptability or versatilityVSLoss of substance

Solution Approach 1:

The validation module performs preliminary checks on rendering parameters before documents are fully generated and processed. By validating parameters in advance, the system prevents the creation of invalid documents, avoiding waste of processing and storage resources on documents that would not be enforceable.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS12067344B2Customized agreement generation
Publication Date: 2024.08.20 DOCUSIGN INC
  • US12067344B2 patent drawing
  • US12067344B2 patent drawing
  • US12067344B2 patent drawing

AI summary

A document management system generates and validates online documents. The document management system enables the customization of an online document through various rendering parameters for customizing the appearance of agreement content rendered to a receiving entity. The document management system may validate the rendering parameters of customized online documents to determine a likelihood that the documents are valid. For example, the system may determine a likelihood that an online document generated with prechecked checkbox is invalid. The document management system may recommend custom templates for online documents or modifications to an online document that may increase a likelihood of achieving an originating entity's objective. For example, the document management system can apply a machine-learned model to recommend a target rendering parameter for inclusion that would increase the likelihood of a receiving entity clicking an “Agree” button.