IP Library Granted Patent US 11,663,401
Granted Patent B1
US 11,663,401 · App. 17/853,621 · Granted May 30, 2023

Executing document workflows using document workflow orchestration runtime

Inventors: Israel Hilerio (Kenmore, WA); Jeffrey Taihana Tuatini (Greenbrae, CA); Kyle Bastien (Newcastle, WA); Sahitya Gollapudi (Newark, CA); Zurka Wolford (Seattle, WA); Christian Joshua Mora (Seattle, WA)
Assignee: DOCUSIGN, INC.
G06F40/186G06F16/93G06F40/106G06Q10/103
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Quick Facts
Patent No.
US 11,663,401
App. No.
17/853,621
Granted
May 30, 2023
Kind
B1
Abstract

A system configures, executes, and monitors document workflows executing using workflow engines executing on cloud platforms. The system generates a platform independent document workflow specification that describes a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a cloud platform. The system compiles the platform independent document workflow specification to generate a platform specific document workflow specification configured for execution on a target workflow engine executing on a target cloud platform. A document workflow orchestration runtime executes and monitors the execution of the platform specific document workflow specification.

Claims (53)

1. A computer-implemented method of executing document workflows on workflow engines executing on cloud platforms, the computer-implemented method comprising:

receiving a platform independent document workflow specification comprising a sequence of steps associated with one or more documents, the platform independent document workflow specification specifying a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a distinct cloud platform;

compiling the platform independent document workflow specification to generate a first platform specific document workflow specification configured for execution on a first target workflow engine executing on a first target cloud platform and a second platform specific document workflow specification configured for execution on a second target workflow engine executing on a second target cloud platform;

creating, by one or more computer systems executing, each computer system executing a document workflow orchestration runtime, a first connection with the first target workflow engine executing on the first target cloud platform and a second connection with the second target workflow engine executing on the second target cloud platform; and

executing, by the one or more computer systems, the first platform specific document workflow specification using the first connection and the second platform specific document workflow specification using the second connection.

2. The computer-implemented method of claim 1 , wherein the platform independent document workflow specification comprises a particular step and wherein the first platform specific document workflow specification includes a first set of steps corresponding to the particular step of the platform independent document workflow specification and the second platform specific document workflow specification includes a second set of steps corresponding to the particular step of the platform independent document workflow specification.

3. The computer-implemented method of claim 2 , further comprising:

monitoring execution of the first platform specific document workflow specification on the first target workflow engine, and

monitoring execution of the second platform specific document workflow specification on the second target workflow engine,

wherein monitoring of execution of a platform specific document workflow specification on a target workflow engine comprises determining status of execution of the particular step of the platform independent document workflow specification.

4. The computer-implemented method of claim 3 , further comprising:

determining a first status of execution of the particular step of the platform independent document workflow specification for the first target workflow engine based on the status of execution of the first set of steps; and

determining a second status of execution of the particular step of the platform independent document workflow specification for the second target workflow engine based on the status of execution of the second set of steps.

5. The computer-implemented method of claim 1 , further comprising:

receiving information identifying the first target workflow engine executing on the first target cloud platform, the information specifying a first user account, wherein the first connection is created using the first user account; and

receiving information identifying the second target workflow engine executing on the second target cloud platform, the information specifying a second user account, wherein the first connection is created using the first user account.

6. The computer-implemented method of claim 5 , wherein the information identifying the first target workflow engine executing on the first target cloud platform further comprises a first deployment environment on which the document workflow is expected to run, wherein the first platform specific document workflow specification includes steps specific to the first deployment environment.

7. The computer-implemented method of claim 6 , wherein the first deployment environment is one of: a test environment, a staging environment, or a production environment.

8. The computer-implemented method of claim 1 , wherein document workflow includes one or more steps from the sequence of steps comprising: a document signing step, an identity verification step, or a step for configuring and presenting a form for receiving information.

9. A non-transitory computer-readable storage medium storing executable instructions that, when executed by one or more computer processors, cause the one or more computer processors to perform steps comprising:

receiving a platform independent document workflow specification comprising a sequence of steps associated with one or more documents, the platform independent document workflow specification specifying a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a distinct cloud platform;

compiling the platform independent document workflow specification to generate a first platform specific document workflow specification configured for execution on a first target workflow engine executing on a first target cloud platform and a second platform specific document workflow specification configured for execution on a second target workflow engine executing on a second target cloud platform;

creating, by one or more computer systems executing, each computer system executing a document workflow orchestration runtime, a first connection with the first target workflow engine executing on the first target cloud platform and a second connection with the second target workflow engine executing on the second target cloud platform; and

executing, by the one or more computer systems, the first platform specific document workflow specification using the first connection and the second platform specific document workflow specification using the second connection.

10. The non-transitory computer-readable storage medium of claim 9 , wherein the platform independent document workflow specification comprises a particular step and wherein the first platform specific document workflow specification includes a first set of steps corresponding to the particular step of the platform independent document workflow specification and the second platform specific document workflow specification includes a second set of steps corresponding to the particular step of the platform independent document workflow specification.

11. The non-transitory computer-readable storage medium of claim 10 , wherein the executable instructions further cause the one or more computer processors to perform steps comprising:

monitoring execution of the first platform specific document workflow specification on the first target workflow engine, and

monitoring execution of the second platform specific document workflow specification on the second target workflow engine,

wherein monitoring of execution of a platform specific document workflow specification on a target workflow engine comprises determining status of execution of the particular step of the platform independent document workflow specification.

12. The non-transitory computer-readable storage medium of claim 11 , wherein the executable instructions further cause the one or more computer processors to perform steps comprising:

determining a first status of execution of the particular step of the platform independent document workflow specification for the first target workflow engine based on the status of execution of the first set of steps; and

determining a second status of execution of the particular step of the platform independent document workflow specification for the second target workflow engine based on the status of execution of the second set of steps.

13. The non-transitory computer-readable storage medium of claim 9 , wherein the executable instructions further cause the one or more computer processors to perform steps comprising:

receiving information identifying the first target workflow engine executing on the first target cloud platform, the information specifying a first user account, wherein the first connection is created using the first user account; and

receiving information identifying the second target workflow engine executing on the second target cloud platform, the information specifying a second user account, wherein the first connection is created using the first user account.

14. The non-transitory computer-readable storage medium of claim 13 , wherein the information identifying the first target workflow engine executing on the first target cloud platform further comprises a first deployment environment on which the document workflow is expected to run, wherein the first platform specific document workflow specification includes steps specific to the first deployment environment.

15. The non-transitory computer-readable storage medium of claim 14 , wherein the first deployment environment is one of: a test environment, a staging environment, or a production environment.

16. The non-transitory computer-readable storage medium of claim 9 , wherein document workflow includes one or more steps from the sequence of steps comprising: a document signing step, an identity verification step, or a step for configuring and presenting a form for receiving information.

17. A computer system comprising:

one or more computer processors; and

a non-transitory computer-readable storage medium storing executable instructions that, when executed by the one or more computer processors, cause the one or more computer processors to perform steps comprising:

receiving a platform independent document workflow specification comprising a sequence of steps associated with one or more documents, the platform independent document workflow specification specifying a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a distinct cloud platform;

compiling the platform independent document workflow specification to generate a first platform specific document workflow specification configured for execution on a first target workflow engine executing on a first target cloud platform and a second platform specific document workflow specification configured for execution on a second target workflow engine executing on a second target cloud platform;

creating, by one or more computer systems executing, each computer system executing a document workflow orchestration runtime, a first connection with the first target workflow engine executing on the first target cloud platform and a second connection with the second target workflow engine executing on the second target cloud platform; and

executing, by the one or more computer systems, the first platform specific document workflow specification using the first connection and the second platform specific document workflow specification using the second connection.

18. The computer system of claim 17 , wherein the platform independent document workflow specification comprises a particular step and wherein the first platform specific document workflow specification includes a first set of steps corresponding to the particular step of the platform independent document workflow specification and the second platform specific document workflow specification includes a second set of steps corresponding to the particular step of the platform independent document workflow specification.

19. The computer system of claim 18 , wherein the executable instructions further cause the one or more computer processors to perform steps comprising:

monitoring execution of the first platform specific document workflow specification on the first target workflow engine, and

monitoring execution of the second platform specific document workflow specification on the second target workflow engine,

wherein monitoring of execution of a platform specific document workflow specification on a target workflow engine comprises determining status of execution of the particular step of the platform independent document workflow specification.

20. The computer system of claim 19 , wherein the executable instructions further cause the one or more computer processors to perform steps comprising:

determining a first status of execution of the particular step of the platform independent document workflow specification for the first target workflow engine based on the status of execution of the first set of steps; and

determining a second status of execution of the particular step of the platform independent document workflow specification for the second target workflow engine based on the status of execution of the second set of steps.

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 Jul 11, 2022
From: HILERIO, ISRAEL; TUATINI, JEFFREY TAIHANA; BASTIEN, KYLE; GOLLAPUDI, SAHITYA; WOLFORD, ZURKA; MORA, CHRISTIAN JOSHUA
To: DOCUSIGN, INC.
Reel/Frame 060477/0827 →