Computer-implemented methods and systems for identifying and reporting deviations from standards and policies for contracts, agreements and other business documents
    1.
    发明授权
    Computer-implemented methods and systems for identifying and reporting deviations from standards and policies for contracts, agreements and other business documents 有权
    计算机实施的方法和系统,用于识别和报告与合同,协议和其他业务文件的标准和政策的偏差

    公开(公告)号:US08037004B2

    公开(公告)日:2011-10-11

    申请号:US11761338

    申请日:2007-06-11

    CPC classification number: G06Q50/18 G06Q10/0637 G06Q10/10

    Abstract: A computer-implemented method may include steps of providing a plurality of business document templates; providing a plurality of deviation rules and associating at least some of the plurality of deviation rules with each of the business document templates; storing the plurality of business document templates and the associated plurality of deviation rules; generating a business document (such as a contract, for example) based upon one of the stored plurality of business document templates, the generated business document including a plurality of clauses and business document terms; retrieving the plurality of deviation rules associated with the business document template upon which the business document is based and applying the retrieved plurality of deviation rules against the generated business document; identifying all business document terms of the business document that do not conform to one or more of the applied plurality of deviation rules, and generating a report that includes at least the identified non-conforming business document terms.

    Abstract translation: 计算机实现的方法可以包括提供多个业务文档模板的步骤; 提供多个偏差规则并将所述多个偏差规则中的至少一些与所述商业文档模板中的每一个相关联; 存储多个商业文档模板和相关联的多个偏差规则; 基于存储的多个商业文档模板之一生成商业文档(例如合同),所生成的商业文档包括多个子句和商业文档术语; 检索与业务文档所基于的商业文档模板相关联的多个偏差规则,并对所生成的商业文档应用所检索的多个偏差规则; 识别不符合一个或多个所应用的多个偏差规则的业务文档的所有商业文档条款,以及生成至少包括所识别的不合格商业文档术语的报告。

    Methods and systems for authoring customized contracts using contract templates that include user-configured rules and questions
    2.
    发明申请
    Methods and systems for authoring customized contracts using contract templates that include user-configured rules and questions 审中-公开
    使用包含用户配置的规则和问题的合同模板创建定制合同的方法和系统

    公开(公告)号:US20060287966A1

    公开(公告)日:2006-12-21

    申请号:US11020605

    申请日:2004-12-21

    CPC classification number: G06Q10/10 G06Q50/188

    Abstract: A computer-implemented method of authoring a contract may include steps of providing a database that includes a plurality of selectable contract clauses and a plurality of selectable contract templates, each of the plurality of contract templates including a plurality of rules, each of the plurality of rules being configured to incorporate at least one selected contract clause into the contract to be authored depending upon an evaluation of the rule. The user may then be required to select a contract template from among a plurality of contract templates and each of the plurality of rules in the selected contract template may then be evaluated, along with any global rules that may be present. User responses may then be received when one or more of the rules in the selected contract template includes question(s) requiring a response by the user. It is then determined whether one or more additional contract clauses should be included in the contract depending on the evaluation step and any received user responses. When the determining step determines that a contract clause should be added to the contract, the method may include steps of selecting and retrieving from the database, one or more contract clauses for inclusion in predetermined sections of the contract, and the contract may then be generated based upon the selected contract template

    Abstract translation: 创建合同的计算机实现的方法可以包括提供包括多个可选择的合同条款和多个可选择的合同模板的数据库的步骤,所述多个合同模板中的每一个包括多个规则, 规则被配置为根据规则的评估将至少一个选定的合同条款合并到要编写的合同中。 然后可以要求用户从多个合同模板中选择合同模板,然后可以对所选择的合同模板中的每个规则以及可能存在的任何全局规则进行评估。 然后,当选定的合同模板中的一个或多个规则包含需要用户响应的问题时,可以接收用户响应。 然后根据评估步骤和任何收到的用户答复,确定合同中是否应包括一个或多个附加合同条款。 当确定步骤确定应将合同条款添加到合同中时,该方法可以包括从数据库中选择和检索一个或多个合同条款以包含在合同的预定部分中的步骤,然后可以生成合同 基于所选择的合同模板

    Computer-implemented methods and systems for identifying and reporting deviations from standards and policies for contracts, agreements and other business documents
    3.
    发明申请
    Computer-implemented methods and systems for identifying and reporting deviations from standards and policies for contracts, agreements and other business documents 有权
    计算机实施的方法和系统,用于识别和报告与合同,协议和其他业务文件的标准和政策的偏差

    公开(公告)号:US20080306894A1

    公开(公告)日:2008-12-11

    申请号:US11761338

    申请日:2007-06-11

    CPC classification number: G06Q50/18 G06Q10/0637 G06Q10/10

    Abstract: A computer-implemented method may include steps of providing a plurality of business document templates; providing a plurality of deviation rules and associating at least some of the plurality of deviation rules with each of the business document templates; storing the plurality of business document templates and the associated plurality of deviation rules; generating a business document (such as a contract, for example) based upon one of the stored plurality of business document templates, the generated business document including a plurality of clauses and business document terms; retrieving the plurality of deviation rules associated with the business document template upon which the business document is based and applying the retrieved plurality of deviation rules against the generated business document; identifying all business document terms of the business document that do not conform to one or more of the applied plurality of deviation rules, and generating a report that includes at least the identified non-conforming business document terms.

    Abstract translation: 计算机实现的方法可以包括提供多个业务文档模板的步骤; 提供多个偏差规则并将所述多个偏差规则中的至少一些与所述商业文档模板中的每一个相关联; 存储多个商业文档模板和相关联的多个偏差规则; 基于存储的多个商业文档模板之一生成商业文档(例如合同),所生成的商业文档包括多个子句和商业文档术语; 检索与业务文档所基于的商业文档模板相关联的多个偏差规则,并对所生成的商业文档应用所检索的多个偏差规则; 识别不符合一个或多个所应用的多个偏差规则的业务文档的所有商业文档条款,以及生成至少包括所识别的不合格商业文档术语的报告。

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