Patent Assignment
Reel/Frame 071337/0240
Patent Security Agreement
Recorded: 2025-05-23
Pages: 38
Assignor
DOCUSIGN, INC.
Executed: 2025-05-21
Assignee
BANK OF AMERICA, N.A.
NC1-026-06-06, ATTN: DOC RETENTION, GATEWAY VILLAGE-900 BUILDING, 900 W TRADE ST, CHARLOTTE, NORTH CAROLINA, 28255
Covered Properties
(241)
Systems and Methods for Performance Monitoring
Application:
18/512,524 →
Automatic Template Generation with Inbuilt Template Logic Interface
Application:
17/727,710 →
Publication:
US US20220245336A1
Malicious Behavior Detection and Mitigation in a Document Execution Environment
High Risk Passage Automation in a Digital Transaction Management Platform
Feature Access Control in a Digital Transaction Management Platform
Application:
18/525,347 →
Publication:
US US20240095403A1
Machine Learned Feature Recommendation Engine in a Digital Transaction Management Platform
Generative Adversarial Network Model Training Using Distributed Ledger
Application:
18/637,866 →
Publication:
US US20250299095A1
Edit Interface in an Online Document System
Distributed Model Generation via Indirect Private Data Access
Application:
18/829,784 →
Publication:
US US20250103970A1
Software Application Execution Using Contextual Information
Phased Deployment
Patent:
12,405,785 →
Application:
18/362,762 →
Document Management for an Electronic Document Using a Declarative Expectation
Patent:
12,487,803 →
Application:
18/240,956 →
Web-Based Wallet Authentication
Asynchronous Queue Based Interactions Between Services of a Document Management System
Application:
17/876,876 →
Publication:
US US20240037472A1
Creating Document Workflows Using Cloud Platform Independent Representation
Application:
17/853,639 →
Publication:
US US20240005243A1
Bulk Envelope Management in Document Management System
Optical Character Recognition System with Back Propagation of an Objective Loss Function
Conferencing Platform Integration with Workflow Management
Application:
17/977,464 →
Publication:
US US20240146879A1
Automatic Detection and Secure Notification of Events via Webhook Listener
System and Method for a Computing Environment for Verifiable Execution of Data-Driven Contracts
Comparison of Names
Application:
18/194,345 →
Publication:
US US20240330375A1
Document Template Generation
Patent:
12,619,817 →
Application:
18/141,096 →
System and Method for Managing Data State Across Linked Electronic Resources
Application:
17/101,991 →
Publication:
US US20210192650A1
Retraining Document-Tagging Machine-Learned Model Based on Anonymized Data
Recipient Notification Recommendation in a Document Management System
Document Identification and Splitting in an Online Document System
Agreement Generation from a Video Conference in a Document Management System
Application:
17/587,930 →
Publication:
US US20230245254A1
Querying Agreement Document Models in a Document Management System
Agreement Document Execution Based on Document Model in a Document Management System
Delegated Document Sending and Management
System and Method for Forming, Storing, Managing, and Executing Contracts
Application:
18/423,998 →
Publication:
US US20240202663A1
Audit Records Monitoring Using a Blockchain Structure
Hierarchical Compliance Analysis of Electronic Working Documents
Application:
18/790,997 →
Publication:
US US20260037562A1
Enforcing Application Programming Interface Limits in a Document Management System
Application:
18/764,881 →
Publication:
US US20240362087A1
Multi-Agent Reports for Electronic Documents
Application:
18/820,559 →
Publication:
US US20260065395A1
Conflict Resolution for Agents in Document Management Systems
Application:
18/821,285 →
Publication:
US US20260064752A1
Dynamic Splitting and Merging of Agents in Document Management Systems
Application:
18/820,639 →
Publication:
US US20260064751A1
Workflow Generator for Document Management Systems
Application:
18/821,248 →
Publication:
US US20260065396A1
Executing Document Workflows Using Document Workflow Orchestration Runtime
Application:
18/901,246 →
Publication:
US US20250021752A1
Managing Environmental, Social, and Governance (Esg) Clauses in Electronic Documents
Application:
18/964,196 →
Publication:
US US20260154695A1
Guided Form Generation in a Document Management System
Application:
18/926,766 →
Publication:
US US20250045515A1
System and Method for a Hybrid Contract Execution Environment
Application:
19/042,984 →
Publication:
US US20250181574A1
Delegated Signing Using Sensitivity Classification
Application:
19/066,777 →
Publication:
US US20250200219A1
Agreement Document Execution Based on Document Model in a Document Management System
Application:
19/093,083 →
Publication:
US US20250225600A1
Recipient Notification Recommendation in a Document Management System
Application:
19/094,052 →
Publication:
US US20250225417A1
Amendment Tracking in an Online Document System
Application:
18/232,554 →
Publication:
US US20230385536A1
Automated Document Highlighting in a Digital Management Platform
Predictive Text for Contract Generation in a Document Management System
Application:
17/829,293 →
Publication:
US US20230385966A1
Entire Document Summarization
Patent:
12,705,272 →
Application:
18/232,447 →
Machine Learning Based Instantiation of Documents Based on Templates in a Document Management System
Generation of Benchmarking Datasets for Summarization
Patent:
12,541,545 →
Application:
18/397,068 →
Generation of Benchmarking Datasets for Contextual Extraction
Patent:
12,541,558 →
Application:
18/397,680 →
Electronic Document Obligation Monitoring
Application:
18/622,635 →
Publication:
US US20250307749A1
Embedded Tag Interface For Document Generation In A Document Management System
Form Interface For Document Generation In A Document Management System
Using Machine Learning to Identify Legal Obligations in a Document Management System
Application:
17/895,427 →
Publication:
US US20240070794A1
Discovery of Document Templates in a Document Management System
Generating Document Templates in a Document Management System
Application:
17/956,456 →
Publication:
US US20240111946A1
Training of Machine Learning Models for Predicting Document Metadata
Application:
18/096,985 →
Publication:
US US20240242108A1
Machine Learning Based Prediction of Document Metadata
Application:
18/097,009 →
Publication:
US US20240242018A1
Detecting Object Burn-in on Documents in a Document Management System
Machine Learned Model for Contract Generation in a Document Management System
Agreement Orchestration
Application:
18/175,915 →
Publication:
US US20240289536A1
Artificial Intelligence Platform to Manage a Document Collection
Application:
18/129,194 →
Publication:
US US20240330742A1
Generative Artificial Intelligence Platform to Manage Smart Documents
Semantic Search and Summarization for Electronic Documents
Application:
18/141,194 →
Publication:
US US20240362286A1
Semantic Search and Summarization for Electronic Documents
Tracking Time-Based Conditions Relative to Events for Secure Electronic Document Agreements
Application:
17/510,917 →
Publication:
US US20230126497A1
Network Safety Rules in a Distributed Computing Environment
Automatic Revisions to Document Clauses Based on Clause Type
Prediction and Notification of Agreement Document Expirations
Machine Learning-Based Document Splitting and Labeling in an Electronic Document System
Amendment Tracking In An Online Document System
High-Risk Passage Automation in a Digital Transaction Management Platform
Document Management Using Clause Clusters
Document Structure Extraction
Application:
18/420,219 →
Publication:
US US20250238604A1
Document Template Generation
Application:
18/420,308 →
Publication:
US US20250238605A1
Document Generation Rules
Application:
18/420,445 →
Publication:
US US20250238607A1
Document Graph
Patent:
12,411,896 →
Application:
18/423,235 →
High-Risk Passage Automation in a Digital Transaction Management Platform
Identification of Sensitive Information in Datasets
Application:
18/630,777 →
Publication:
US US20250315555A1
Document Workflows in a Document Management System
Agreement Renewal Framework
Patent:
12,681,973 →
Application:
18/678,937 →
Machine Learning-Based Document Splitting and Labeling in an Electronic Document System
Prediction and Notification of Agreement Document Expirations
Artificial Intelligence Custom Fields
Patent:
12,645,725 →
Application:
18/818,275 →
Content Based Document Access
Application:
18/961,844 →
Publication:
US US20260147917A1
Federated Document Learning
Application:
18/958,992 →
Publication:
US US20260148089A1
Connected Data Architecture
Application:
19/040,563 →
Publication:
US US20260220210A1
Triggering Execution of Machine Learning Based Prediction of Document Metadata
Application:
19/037,654 →
Publication:
US US20250173369A1
Automatic Revisions to Document Clauses Based on Clause Type
Application:
19/040,064 →
Publication:
US US20250173380A1
Machine Learned Model for Contract Generation in a Document Management System
Application:
19/194,434 →
Publication:
US US20250258876A1
Embedded Tag Interface for Document Generation in a Document Management System
Application:
19/200,998 →
Publication:
US US20250265410A1
Version Management and Releases of a Software Application
Document Action Recommendations Using Machine Learning
Application:
17/514,382 →
Publication:
US US20230139036A1
Document Analyzer for Risk Assessment
Application:
17/586,783 →
Publication:
US US20230245484A1
System for an Electronic Document with State Variable Integration to External Computing Resources
Application:
17/555,252 →
Publication:
US US20220108411A1
Inter-Document Search Using Knowledge-Enriched Vectors
Patent:
12,602,415 →
Application:
18/398,271 →
Bridge Design for Sd and Mmc Multiplexing
Systems and Methods for Document Management Transformation and Security
Systems and Methods for Distributed Electronic Signature Documents Including Version Control
Systems and Methods for Distributed Electronic Signature Documents Including Version Control
Web-Based Electronically Signed Documents
System and Method for Identity and Reputation Score Based on Transaction History
System and Method for Identity and Reputation Score Based On Transaction History
Online Signature Identity and Verification in Community
Online Signature Identity and Verification in Community
System and Method for Identity and Reputation Score Based on Transaction History
System and Method for Identity and Reputation Score Based On Transaction History
System and Method for Identity and Reputation Score Based On Transaction History
System and Method for Identity and Reputation Score Based On Transaction History
System and Method for Document Tagging Templates
Systems and Methods for Distributed Electronic Signature Documents
Systems and Methods for Distributed Electronic Signature Documents
Systems and Methods for Distributed Electronic Signature Documents
Systems and Methods for Distributed Electronic Signature Documents
Systems and Methods for Distributed Electronic Signature Documents
Patent:
50,142 →
Application:
17/077,551 →
Method for Associating Third Party Content with Online Document Signing
Method for Associating Third Party Content with Online Document Signing
Method for Associating Third Party Content with Online Document Signing
Patent:
50,043 →
Application:
16/864,063 →
Mobile Solution for Signing and Retaining Third-Party Documents
Mobile Solution for Signing and Retaining Third-Party Documents
Mobile Solution for Importing and Signing Third-Party Electronic Signature Documents
Mobile Solution for Importing and Signing Third-Party Electronic Signature Documents
Mobile Solution for Importing and Signing Third-Party Electronic Signature Documents
System and Method for Rules-Based Control of Custody of Electronic Signature Transactions
System and Method for Rules-Based Control of Custody of Electronic Signature Transactions
System and Method for Rules-Based Control Of Custody Of Electronic Signature Transactions
Patent:
49,119 →
Application:
16/785,080 →
Systems and Methods for Cloud Data Security
Systems and Methods for Cloud Data Security
Systems and Methods for Cloud Data Security
Systems and Methods for Cloud Data Security
Systems and Methods for Cloud Data Security
Patent:
48,919 →
Application:
17/023,040 →
Systems and Methods for Cloud Data Security
Patent:
49,904 →
Application:
17/558,013 →
Electronic Signing Using Action Responsive Document Copy Generation
Systems and Methods for Employing Document Snapshots in Transaction Rooms for Digital Transactions
Patent:
9,292,876 →
Application:
14/572,644 →
Electronic Signing Using Action Responsive Document Copy Generation
Document Signing Using Action Responsive Secure Document Generation
Electronic Signing Using Action Responsive Document Copy Generation
Systems and Methods for Secure Data Exchange
Systems and Methods for Secure Data Exchange
Patent:
49,673 →
Application:
17/005,154 →
Systems and Methods for Protecting an Online Service Against a Network-Based Attack
Patent:
9,253,206 →
Application:
14/575,801 →
Systems and Methods for Protecting an Online Service Against a Network-Based Attack
Systems and Methods for Protecting An Online Service Against a Network-Based Attack
Patent:
49,186 →
Application:
16/864,067 →
Systems and Methods for Providing Data Security Services
Systems and Methods for Obtaining an Electronic Signature via a Word Processing Application
Systems and Methods for Obtaining an Electronic Signature Via a Word Processing Application
Obtaining an Electronic Signature
Systems and Methods for Employing Document Pre-Tag Auditing in Transaction Rooms for Digital Transactions
Digital Transaction Workspace with Intelligent Notification
Cloud-Based Coordination of Remote Service Appliances
Cloud-Based Coordination of Remote Service Appliances
Cloud-Based Coordination of Remote Service Appliances
Cloud-Based Coordination of Remote Service Appliances
Cloud-Based Coordination of Customer Premise Service Appliances
Universal Access to Document Transaction Platform
Universal Access to Document Transaction Platform
Universal Access to Document Transaction Platform
Universal Access to Document Transaction Platform
Universal Access to Document Transaction Platform
Universal Access to Document Transaction Platform
Systems and Methods for Performance Monitoring
Systems and Methods to Improve a Technological Process for Signing Documents
Systems and Methods to Improve a Technological Process for Signing Documents
File Validation Using a Blockchain
File Validation Using a Blockchain
System and Method for Electronic Claim Verification
Automatic Template Generation with Inbuilt Template Logic Interface
Feature Access Control in a Digital Transaction Management Platform
Machine Learned Feature Recommendation Engine in a Digital Transaction Management Platform
Integration of Pictorial Content into Secure Signature Documents
Bypassing Elements of a Secure Document Workflow Based on Identity of Recipient
Modifying Elements of a Secure Document Workflow Based on Change in Profile of Recipient
Using Machine Learning to Predict Performance of Secure Documents
Using Machine Learning to Predict Performance of Secure Documents
Using Machine Learning to Predict Performance of Secure Documents
Clause-Level Permissions in an Online Document System
Edit Interface in an Online Document System
Automated Collaborative Document Progress Interface in an Online Document System
Post-Completion Action Management in Online Document System
Post-Completion Action Management in Online Document System
Post-Completion Action Management in Online Document System
Content Item Selection in a Digital Transaction Management Platform
Content Item Selection in a Digital Transaction Management Platform
Distributed Model Generation via Indirect Private Data Access
Executing Document Workflows Using Document Workflow Orchestration Runtime
System and Method for Blockchain-Based Network Transitioned by a Legal Contract
Bulk Envelope Management in a Document Management System
Patent:
11,537,782 →
Application:
17/733,845 →
Clause Control in Synchronous Multi-Party Editing System
Executing Document Workflows Using Document Workflow Orchestration Runtime
Patent:
11,803,702 →
Application:
17/853,621 →
Monitoring Execution of Document Workflows Using Cloud Platform Independent Document Workflow Orchestration Runtime
System and Method for a Hybrid Contract Execution Environment
Guided Form Generation in a Document Management System
Customized Agreement Generation
Patent:
11,645,446 →
Application:
17/846,789 →
Management of Tracked Changes Objects for Cloud Document Editing
Dynamic Implementation of Document Management System Capabilities in Third Party Integrations
Conferencing Platform Integration with Agenda Generation
Conferencing Platform Integration with Assent Tracking
Patent:
11,838,139 →
Application:
17/977,473 →
Bulk Envelope Management in a Document Management System
Document Package Merge in Document Management System
Document Container with Candidate Documents
Customized Agreement Generation
Active Agreement Components
Patent:
12,299,381 →
Application:
18/362,785 →
System and Method for Forming, Storing, Managing, and Executing Contracts
System and Method for Blockchain-Based Network Transitioned by a Legal Contract
System and Method for a Hybrid Contract Execution Environment
System and Method for a Computing Environment for Verifiable Execution of Data-Driven Contracts
Display Screen or Portion Thereof with Transitional Graphical User Interface
Patent:
923,048 →
Application:
29/730,144 →
Document Package Merge in Document Management System
Bulk Envelope Management in Document Management System
Document Readability Enhancements
System and Method for Forming, Storing, Managing, and Executing Contracts
Identity Verification in a Document Management System
Delegated Signing Using Sensitivity Classification
Management of Tracked Changes Objects for Cloud Document Editing
Patent:
11,314,927 →
Application:
17/219,617 →
Detecting Failures in Remote Online Notarization Session and Workflow Initiation for Curing Same
Security Operation Selection Using Machine-Learned Model in Document Management System
E-Witnesses Procedure in a Document Management System
Conferencing Platform Integration with Information Access Control
Audit Records Monitoring Using a Blockchain Structure
Identification of Document Access by a Message Scanning System
Delegated Document Sending and Management
Agreement Document Model Modifications in a Document Management System
Conferencing Platform Integration with Online Document Execution
Enforcing Application Programming Interface Limits in a Document Management System
Security Operation Selection Using Machine-Learned Model in Document Management System
Conferencing Platform Integration with Assent Tracking
Automatic Revisions to Document Clauses Based on Clause Type
Smart Content Load
Machine Learning Based Instantiation of Documents Based on Templates in a Document Management System
Patent:
11,797,760 →
Application:
17/956,461 →
System and Method for Electronic Document Interaction with External Resources
Automated Document Tagging in a Digital Management Platform
Automated Document Highlighting in a Digital Management Platform
Network Diagnostic Sampling in a Distributed Computing Environment
System and Method for Electronic Document Interaction with External Resources
System and Method for Electronic Document Interaction with External Resources
Triggering Execution of Machine Learning Based Prediction of Document Metadata
Automated Document Highlighting in a Digital Management Platform
System and Method for Electronic Document Interaction with External Resources
System for an Electronic Document with State Variable Integration to External Computing Resources
Document Workflows in a Document Management System
Related Assignments
(21)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest
Apr 26, 2022
From: NAM, MARSHALL; CORBIN, CAITLAN; GURENKOV, STANISLAV; WEAVER, ANDREW
To: DOCUSIGN, INC.
Reel/Frame 059739/0761 →
Assignment of Assignor's Interest
Jul 11, 2022
From: HILERIO, ISRAEL; TUATINI, JEFFREY TAIHANA; BASTIEN, KYLE; GOLLAPUDI, SAHITYA
To: DOCUSIGN, INC.
Reel/Frame 060477/0848 →
Assignment of Assignor's Interest
Aug 11, 2022
From: ALABI, TAIWO RAPHAEL; RAJABI, FARZANEH; MOHAN, ASHWATH SARAN; CABILLO, DEVIN
To: DOCUSIGN, INC.
Reel/Frame 060776/0400 →
Assignment of Assignor's Interest
Aug 23, 2022
From: NESS, ANDREW LAWRENCE
To: DOCUSIGN, INC.
Reel/Frame 060870/0211 →
Assignment of Assignor's Interest
Nov 8, 2022
From: RAMOUTAR, ANTHONY JOSEPH; WILLIAMS, BILLY TRAVIS; SOH, DAVID
To: DOCUSIGN, INC.
Reel/Frame 061697/0413 →
Assignment of Assignor's Interest
Dec 2, 2022
From: MARIN, RADU; BHAVE, KETAN RATNAKAR; YAKIN, GORKEM; BOYER, ROBERT
To: DOCUSIGN, INC.
Reel/Frame 061949/0513 →
Assignment of Assignor's Interest
Jan 19, 2023
From: HUNN, PETER GEOFFREY LERATO; OSTROVSKIY, ILYA; SIMEON, JEROME
To: CLAUSE, INC.
Reel/Frame 062428/0981 →
Assignment of Assignor's Interest
Jan 19, 2023
From: CLAUSE, INC.
To: DOCUSIGN, INC.
Reel/Frame 062428/0984 →
Assignment of Assignor's Interest
Jul 20, 2023
From: WEST, NICHOLAS WILLIAM; YECKLEY, BRIAN; SALVI, ABHIJIT; MATSUMOTO, TAIGA
To: DOCUSIGN, INC.
Reel/Frame 064328/0535 →
Assignment of Assignor's Interest
Sep 6, 2023
From: PATHAK, AVANISH; PETERSON, MARK; KRISHNA, BHARGAV; SINGH, VIKAS
To: DOCUSIGN, INC.
Reel/Frame 064820/0530 →
Assignment of Assignor's Interest
Sep 6, 2023
From: PATHAK, AVANISH; PETERSON, MARK
To: DOCUSIGN, INC.
Reel/Frame 064820/0625 →
Assignment of Assignor's Interest
Sep 25, 2023
From: BRESLOFF, MICHAEL; REYNOLDS, ROBERT
To: DOCUSIGN, INC.
Reel/Frame 065004/0834 →
Assignment of Assignor's Interest
Oct 20, 2023
From: KOSTOVSKI, JOHN JAMES; GOKCE, MUSTAFA MERT
To: DOCUSIGN, INC.
Reel/Frame 065288/0462 →
Assignment of Assignor's Interest
Nov 17, 2023
From: GWOZDZ, KAZIMIERZ KRZYSZTOF
To: DOCUSIGN, INC.
Reel/Frame 065599/0200 →
Assignment of Assignor's Interest
Nov 17, 2023
From: ASHLOCK, ANDREW JAMES; HIRSON, RONALD; BELANGER, MARK DOUGLAS
To: DOCUSIGN, INC.
Reel/Frame 065597/0495 →
Assignment of Assignor's Interest
Dec 6, 2023
From: PATHAK, AVANISH; CHINKIN, MASON ALEXANDER; KRISHNA, BHARGAV; BOLLES, NICHOLAS JAMES
To: DOCUSIGN, INC.
Reel/Frame 065783/0383 →
Assignment of Assignor's Interest
Dec 19, 2023
From: ANJUM, IQRA; NAM, MARSHALL; CORBIN, CAITLAN; ROFFEY, CHAD
To: DOCUSIGN, INC.
Reel/Frame 065914/0173 →
Assignment of Assignor's Interest
Jan 16, 2024
From: THANABALAN, MATT; SATISH, ROSHAN; DELEGAN, BRIAN; ASLAM, BILAL
To: DOCUSIGN, INC.
Reel/Frame 066136/0993 →
Assignment of Assignor's Interest
Apr 18, 2024
From: SEAL SOFTWARE LIMITED
To: DOCUSIGN INTERNATIONAL (EMEA) LIMITED
Reel/Frame 067148/0992 →
Assignment of Assignor's Interest
Apr 18, 2024
From: GIDNEY, KEVIN
To: SEAL SOFTWARE LTD.
Reel/Frame 067148/0512 →
Assignment of Assignor's Interest
Dec 11, 2024
From: GIDNEY, KEVIN
To: DOCUSIGN, INC.
Reel/Frame 069551/0280 →