Agreement document execution based on document model in a document management system
A document management system utilizes document models for querying, validating, and customizing electronic agreement documents. Document models can be a data structure including document attributes that represent an agreement document. Examples of document attributes include customizable data values, conditions related to the operation of the agreement document and satisfiable by certain values of the customized data values, and rendering parameters for the appearance of the electronic agreement document. The document management system enables a user to create custom document models for generating electronic agreement documents that can be queried, validated, and customized through querying, validating, and customizing the corresponding document models.
1. A method comprising:
accessing, by a document management system and for an agreement document stored at a database of the document management system, a document model comprising at least:
a document object,
an object requirement indicating a condition for the documents object, and
a mapping of the document object to the object requirement;
storing, by the document management system, a document object value from the agreement document to the document object of the document model;
in response to the storing, deleting, by the document management system, the agreement document from the database;
receiving, by the document management system, a request to electronically sign the agreement document; and
in response to receiving the request:
determining, by the document management system and based on the mapping of the document object to the object requirement in the document model, whether the document object value stored in the document object satisfies the condition of the object requirement,
and
in response to determining the document object value does not satisfy the condition,
denying, by the document management system, the request to electronically sign the agreement document, and
outputting, by the document management system, an indication of the condition of the object requirement that is not satisfied by the document object value included in the document object.
2. The method of claim 1 , further comprising, in response to determining the document object value satisfies the condition:
generating, based on the document model, the agreement document;
outputting, to a user device, the agreement document via a signing interface configured to enable a signing entity to electronically sign the agreement document;
determining that the signing entity has provided an electronic signature to electronically sign the agreement document; and
modifying the document model to include the electronic signature.
3. The method of claim 2 , wherein generating the agreement document comprises storing, by the document management system, the agreement document at a storage of the document management system, and wherein the method further comprises: in response to determining that the document model has been modified to include the electronic signature, deleting, by the document management system, the agreement document from the storage.
4. The method of claim 1 , wherein determining whether the document object value stored in the document object satisfies the condition of the object requirement comprises providing the document object value to a third-party service configured to verify whether the document object value is proper.
5. The method of claim 1 , wherein storing the document object value from the agreement document to the document object of the document model comprises:
receiving a document, the document including the document object and the document object value, the document object value represented as a text string and absent corresponding metadata;
identifying the document as corresponding to the agreement document;
identifying the document object value of the document object within the document using the agreement document; and
generating a data structure comprising a mapping between the document object value and the document object, wherein the document model further comprises the data structure.
6. The method of claim 1 , further comprising:
accessing a template associated with an agreement type corresponding to the document model, the template including a variable for the document object; and
generating the agreement document by at least assigning the document object value of the document object to the variable of the template.
7. Non-transitory computer-readable media encoded with instructions that, when executed, cause processing circuitry to:
access, for an agreement document stored at a database, a document model comprising at least:
a document object,
an object requirement indicating a condition for the documents object, and
a mapping of the document object to the object requirement;
in response to storing a document object value from the agreement document to the document object of the document model, delete the agreement document from the database; and
in response to receiving a request to electronically sign the agreement document:
determine, based on the mapping of the document object to the object requirement in the document model, whether the document object value stored in the document object satisfies the condition of the object requirement,
in response to determining the document object value does not satisfy the condition:
deny the request to electronically sign the agreement document, and
output an indication of the condition of the object requirement that is not satisfied by the document object value included in the document object.
8. The non-transitory computer-readable media of claim 7 , wherein the instructions further cause the processing circuitry to:
in response to determining the document object value satisfies the condition:
generate, based on the document model, the agreement document;
output, to a user device, the agreement document via a signing interface configured to enable a signing entity to electronically sign the agreement document;
determine that the signing entity has provided an electronic signature to electronically sign the agreement document; and
modify the document model to include the electronic signature.
9. The non-transitory computer-readable media of claim 8 , wherein to generate the agreement document, the instructions cause the processing circuitry to: store the agreement document at a storage of a document management system, and wherein the instructions further cause the processing circuitry to: in response to determining that the document model has been modified to include the electronic signature, delete the agreement document from the storage.
10. The non-transitory computer-readable media of claim 7 , wherein to store the document object value from the agreement document to the document object of the document model, the instructions cause the processing circuitry to:
receive a document, the document including the document object and the document object value, the document object value represented as a text string and absent corresponding metadata;
identify the document as corresponding to the agreement document;
identify the document object value of the document object within the document using the agreement document; and
generate a data structure comprising a mapping between the document object value and the document object, wherein the document model further comprises the data structure.
11. The non-transitory computer-readable media of claim 7 , wherein the instructions further cause the processing circuitry to:
access a template associated with an agreement type corresponding to the document model, the template including a variable for the document object; and
generate the agreement document by at least assigning the document object value of the document object to the variable of the template.
12. A document management system comprising one or more processors and a non-transitory computer-readable storage medium storing instructions that, when executed by the one or more processors, cause the document management system to:
access, for an agreement document stored at a database of the document management system, a document model comprising at least:
a document object,
an object requirement indicating a condition for the documents object, and
a mapping of the document object to the object requirement;
in response to storing a document object value from the agreement document to the document object of the document model, delete the agreement document from the database; and
in response to receive a request to electronically sign the agreement document:
determine, based on the mapping of the document object to the object requirement in the document model, whether the document object value stored in the document object satisfies the condition of the objection requirement,
and
in response to determining the document object value does not satisfy the condition:
deny the request to electronically sign the agreement document, and
output an indication of the condition of the object requirement that is not satisfied by the document object value included in the document object.
13. The document management system of claim 12 , wherein the instructions further cause the document management system to:
in response to determining the document object value satisfies the condition:
generate, based on the document mode, the agreement document;
output, to a user device, the agreement document via a signing interface configured to enable a signing entity to electronically sign the agreement document;
determine that the signing entity has provided an electronic signature to electronically sign the agreement document; and
modify the document model to include the electronic signature.
14. The document management system of claim 13 , wherein to generate the agreement document, the instructions cause the document management system to: store the agreement document at a storage of the document management system, and wherein the instructions further cause the document management system to: in response to determining that the document model has been modified to include the electronic signature, delete the agreement document from the storage.
15. The document management system of claim 12 , wherein to store the document object value from the agreement document to the document object of the document model, the instructions cause the document management system to:
receive a document, the document including the document object and the document object value, the document object value represented as a text string and absent corresponding metadata;
identify the document as corresponding to the agreement document;
identify the document object value of the document object within the document using the agreement document; and
generate a data structure comprising a mapping between the document object value and the document object, wherein the document model further comprises the data structure.
16. The document management system of claim 12 , wherein the instructions further cause the document management system to:
access a template associated with an agreement type corresponding to the document model, the template including a variable for the document object; and
generate the agreement document by at least assigning the document object value of the document object to the variable of the template.
17. The method of claim 1 , wherein the document object corresponds to a consideration value and the object requirement indicates the condition corresponding to a non-null value.
18. The method of claim 1 , wherein denying the request to electronically sign the agreement document comprises preventing display of a user interface for an electronic signature.
19. The method of claim 1 , wherein the agreement document includes unstructured data and the document model includes structured data.