Centralized Document System Merging Packages for Multi-Originator Execution

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Solution Overview

Problem

In document management systems, the existing technology often causes delays and confusion when multiple parties need to be considered as originators of a document package, leading to negotiation over who will be the originator during the execution phase.

Innovation Solution

A centralized document system is introduced that allows all parties to be originators by merging two or more document packages, identifying common documents and rectifying conflicting ones to generate a merged package, which is then provided to each party for execution.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If multiple parties each create their own document package to be originators, then each party can maintain internal policies and procedures, but delays and confusion occur during negotiation over who will be the originator

Engineering Contradiction:

ImproveAbility of multiple parties to be originatorsVSAvoidDelays during execution phase

Core Design Contradiction:

Adaptability or versatilityVSLoss of time

Solution Approach 1:

The patent merges multiple document packages from different parties into a single unified document package. The system identifies common documents across packages, detects conflicts, and consolidates them into one package that can be originated by multiple parties simultaneously, eliminating the need for negotiation and resolving the time loss contradiction.

Inventive Principle:

Principle #5Merging (Combining)

Solution Approach 2:

The centralized document management system acts as an intermediary that receives document packages from multiple parties, processes them through conflict detection and resolution mechanisms, and produces a merged package. This intermediary function allows multiple originators without direct negotiation between parties, solving the time delay problem while maintaining policy compliance.

Inventive Principle:

Principle #24Intermediary (Mediator)

2Adaptability or versatility

If multiple parties each create their own document package, then internal policies can be maintained, but unnecessary confusion occurs during execution phase

Engineering Contradiction:

ImproveAbility of multiple parties to be originatorsVSAvoidConfusion during execution phase

Core Design Contradiction:

Adaptability or versatilityVSEase of operation

Solution Approach 1:

By merging multiple document packages into one unified package, the system eliminates confusion about which package to use during execution. The merged package consolidates all necessary documents and establishes clear originator status for multiple parties, making the execution phase straightforward and unambiguous.

Inventive Principle:

Principle #5Merging (Combining)

Solution Approach 2:

The system segments the document package creation process into distinct phases: individual package creation by each party, automated conflict detection, conflict resolution, and final merging. This segmentation allows parties to maintain their internal processes while the system handles the complexity of multiple originators, reducing confusion.

Inventive Principle:

Principle #1Segmentation

3Ease of operation

If a single party creates the document package, then originator status is clear, but other parties cannot be originators which may violate internal policies

Engineering Contradiction:

ImproveClarity of originator statusVSAvoidAbility of multiple parties to be originators

Core Design Contradiction:

Ease of operationVSAdaptability or versatility

Solution Approach 1:

The merged document package is designed to serve multiple originators simultaneously while maintaining a single unified structure. The system enables one document package to fulfill the originator requirements of multiple parties, each receiving appropriate attribution and control based on their internal policies, thus achieving both clarity and multi-originator capability.

Inventive Principle:

Principle #6Universality (Multi-functionality)

Solution Approach 2:

The patent combines the originator capabilities of multiple parties into a single merged document package. Rather than requiring separate packages for each originator, the system merges them into one package that recognizes multiple originators, maintaining operational clarity while enabling multi-party originator status.

Inventive Principle:

Principle #5Merging (Combining)

Data Source

PatentUS12072942B2Document package merge in document management system

Publication Date: 2024.08.27 DOCUSIGN INC

AI summary

A centralized document system receives a request to merge a first document package associated with a first party and a second document package associated with a second party. The first document package includes a first set of documents and the second document package includes a second set of documents. In response to the request, the centralized document system identifies a first subset of documents included in both the first and second sets of documents and identifies a second subset of documents with conflicts between the first and second sets of documents. The centralized document system rectifies the second subset of documents to cure the conflicts between the first and second sets of documents. The centralized document system generates a merged document package including the first subset of documents and the rectified second subset of documents for execution by the first and second parties.