Abstract:
Documents are analyzed for best practices and compliance with rules normalized for an industry or an enterprise by identifying, grouping, and scoring clauses. Key clauses in each stored document are identified which distinguish a relationship with restrictions on the principal party. A document set containing potentially conflicting restrictions is scanned for clauses, which mutually conflict. Documents with circular dependencies, obligations on the same resources, commitments to exclusivity, or compel action or inaction are surfaced for renegotiation, risk remediation, or conflict resolution.
Abstract:
Legacy documents of an enterprise are scanned and analyzed to determine best practices and rules for each category. Clauses and groups of clauses are assigned scores for relative value. Each category of documents has a profile of the clauses and groups of clauses which establish a norm against which proposed new documents may be scored. A document is analyzed for clauses and groups of clauses. A score is determined for each document to measure its fit with a document category. An absence of an expected clause within group of clauses results in a lower score. An absence of a group of expected clauses results in an even lower score. A high score reflects that a document is substantially standard with its category.
Abstract:
A document is categorized according to clauses and groups of clauses. A distribution and transmission control system determines from a user login credential if the document may be stored to removable, transportable media or transmitted to an external server through network connections. A scoring system determines the level of sensitivity of the document according to its component clauses and resulting document category. Even if headers and footers are removed from a sensitive document, its component clauses flag the category and sensitivity.
Abstract:
A new approach is proposed to support automated dynamic reconfiguration of a mobile device of a client from using a primary document service to a secondary document service by the same service provider based on pushed data received via the mobile device. When the client logs in to his/her account at the primary cloud-based document service by default and later receives an invite sent by another client via the secondary document appliance, a document app on the client's mobile device would automatically reconfigure itself to use the secondary document appliance for a specific set of operations on a document as required by the invite instead. The client may then access the secondary document appliance to view the document, sign it, and complete the entire process within the document app. Following the client's completion of the operations, the document app is automatically reconfigured back to use its primary cloud-based document service.
Abstract:
Documents are scored and displayed with annotations for best practices, and variances from normal ranges of clauses and clause groups. Custom rules developed for an industry or for an enterprise further distinguish which documents need further review or approval by senior staff because of higher risks or commitments than standard terms and conditions. A display provides the document transformed with annotations about the scores or rules triggered by each group of clauses and accepts comments and approval or objections to acceptance of the document. The absence of best practices clauses for the category is noted for reference.