IP Library Granted Patent US 11,811,766
Granted Patent B2
US 11,811,766 · App. 17/313,592 · Granted Nov 7, 2023

Cloud-based coordination of remote service appliances

Inventors: Donald Grant Peterson (Kirkland, WA); Eric Fleischman (Redmond, WA)
Assignee: DocuSign, Inc.
H04L63/10G06F21/60G06F21/602G06F21/604G06F21/62G06F21/6218H04L9/3247H04L12/4625H04L63/102H04L67/01H04L67/10H04L67/141H04L67/63H04L67/02H04L2463/101
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Quick Facts
Patent No.
US 11,811,766
App. No.
17/313,592
Granted
Nov 7, 2023
Kind
B2
Abstract

Systems, and methods are provided to provide cloud-based coordination of customer premise service appliances. A system can include a cloud-based service platform, which includes a coordination server and a cloud-based service appliance, and an on-premise service appliance. The coordination server is configured to establish a service session, select a service appliance, and control a sequence of operations on the selected service appliance. Establishing the service session can include establishing a service session with a first client in response to a service request received from the first client, the first client associated with an account including a service policy. Selecting the service appliance can include selecting the cloud-based service appliance or the on-premise service appliance, based on the service policy, to handle the service request. Upon selection of the on-premise service appliance, the coordination server controls a sequence of operations performed by the on-premise service appliance to satisfy the service request.

Claims (31)

1. A method for protecting data within a cloud-based service platform, the method comprising:

establishing a service session between a cloud computing system and a first client associated with an electronic document, the service session established in response to a service request received from the first client and in response to determining that the electronic document is not a sensitive document, the first client associated with an account on the cloud-based service platform;

in response to the electronic document becoming a sensitive document, switching from the cloud computing system to a local server system for use during a remainder of the service session; and

upon switching to the local server system, controlling a sequence of operations performed by the local server system to satisfy the service request received from the first client, wherein the sequence of operations includes requesting and receiving a digital or electronic signature on the electronic document from a signor identified within the service request.

2. The method of claim 1 , wherein controlling the sequence of operations includes exchanging metadata associated with the service request between the local server system and the first client.

3. The method of claim 1 , wherein controlling the sequence of operations includes communicating a service protocol to the local server system to control performance of the service request.

4. The method of claim 3 , wherein the service protocol defines a sequence of operations, actors, communication parameters, and security requirements associated with the service request.

5. The method of claim 1 , wherein the service session is established between the cloud computing system and the first client based on one or more of a status associated with the service request and an operation associated with the service request.

6. The method of claim 5 , wherein the operation comprises one or more of a document handling operation and a data control operation.

7. The method of claim 1 , wherein the electronic document becomes a sensitive document in response to an addition of sensitive information to the electronic document or in response to a classification of information within the electronic document as sensitive.

8. A system for protecting data within a cloud-based service platform, the system comprising:

a hardware processor; and

a non-transitory computer-readable storage medium storing executable instructions that, when executed by the hardware processor, cause the hardware processor to perform steps comprising:

establishing a service session between a cloud computing system and a first client associated with an electronic document, the service session established in response to a service request received from the first client and in response to determining that the electronic document is not a sensitive document, the first client associated with an account on the cloud-based service platform;

in response to the electronic document becoming a sensitive document, switching from the cloud computing system to a local server system for use during a remainder of the service session; and

upon switching to the local server system, controlling a sequence of operations performed by the local server system to satisfy the service request received from the first client, wherein the sequence of operations includes requesting and receiving a digital or electronic signature on the electronic document from a signor identified within the service request.

9. The system of claim 8 , wherein controlling the sequence of operations includes exchanging metadata associated with the service request between the local server system and the first client.

10. The system of claim 8 , wherein controlling the sequence of operations includes communicating a service protocol to the local server system to control performance of the service request.

11. The system of claim 10 , wherein the service protocol defines a sequence of operations, actors, communication parameters, and security requirements associated with the service request.

12. The system of claim 8 , wherein the service session is established between the cloud computing system and the first client based on one or more of a status associated with the service request and an operation associated with the service request.

13. The system of claim 12 , wherein the operation comprises one or more of a document handling operation and a data control operation.

14. The system of claim 8 , wherein the electronic document becomes a sensitive document in response to an addition of sensitive information to the electronic document or in response to a classification of information within the electronic document as sensitive.

15. A non-transitory computer-readable storage medium storing executable instructions for protecting data within a cloud-based service platform, the instructions, when executed by a hardware processor, configured to cause the processor to perform steps comprising:

establishing a service session between a cloud computing system and a first client associated with an electronic document, the service session established in response to a service request received from the first client and in response to determining that the electronic document is not a sensitive document, the first client associated with an account on the cloud-based service platform;

in response to the electronic document becoming a sensitive document, switching from the cloud computing system to a local server system for use during a remainder of the service session; and

upon switching to the local server system, controlling a sequence of operations performed by the local server system to satisfy the service request received from the first client, wherein the sequence of operations includes requesting and receiving a digital or electronic signature on the electronic document from a signor identified within the service request.

16. The non-transitory computer-readable storage medium of claim 15 , wherein controlling the sequence of operations includes exchanging metadata associated with the service request between the local server system and the first client.

17. The non-transitory computer-readable storage medium of claim 15 , wherein controlling the sequence of operations includes communicating a service protocol to the local server system to control performance of the service request.

18. The non-transitory computer-readable storage medium of claim 17 , wherein the service protocol defines a sequence of operations, actors, communication parameters, and security requirements associated with the service request.

19. The non-transitory computer-readable storage medium of claim 15 , wherein the service session is established between the cloud computing system and the first client based on one or more of a status associated with the service request and an operation associated with the service request.

20. The non-transitory computer-readable storage medium of claim 15 , wherein the electronic document becomes a sensitive document in response to an addition of sensitive information to the electronic document or in response to a classification of information within the electronic document as sensitive.

Assignments (2)
PATENT SECURITY AGREEMENT Recorded May 23, 2025
From: DOCUSIGN, INC.
To: BANK OF AMERICA, N.A.
Reel/Frame 071337/0240 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 27, 2021
From: PETERSON, DONALD GRANT; FLEISCHMAN, ERIC
To: DOCUSIGN, INC.
Reel/Frame 056378/0063 →