IP Library Patent Application 18087645
Patent Application
App. No. 18/087,645

THIRD PARTY RESOLUTION OF TEMPLATE PARAMETERS DURING AUTOMATED DOCUMENT GENERATION PROCESSING

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Quick Facts
Patent No.
US None
App. No.
18/087,645
Abstract

Methods, systems, and computer program products for automated document generation within a collaboration system. Multiple components are operatively interconnected to carry out automated document generation operations. Collaboration activity limitations are enforced over newly-generated documents. The document generation process produces newly-generated documents and other outputs that are stored in the collaboration system. Operational elements of the collaboration system are able to access the generated document and other document generation system outputs to perform content analysis. Based at least in part on results of the content analysis, characteristics of the generated document and characteristics of the corresponding document system I/O, the collaboration system assigns and/or modifies access parameters of the newly-generated document and its metadata. The access parameters control ongoing enforcement of document handling policies. The document generation process gathers information from third-party systems to produce situation- or application-specific generated documents.

Claims (34)

1 . A method for automatically generating a content object in a collaboration system, the method comprising:

performing a docgen process, wherein the docgen process uses one or more template parameters to generate a generated document that is stored in a collaboration system;

performing, in the collaboration system, analysis on the one or more template parameters;

determining that the one or more template parameters refers to one or more third party access points; and

receiving, responsive to accessing the one or more third party access points, one or more data values corresponding to the one or more template parameters.

2 . The method of claim 1 , wherein two of the one or more third party access points correspond to a respective first third party system and a second third party system.

3 . The method of claim 2 , wherein the first third party system corresponds to a first entity and the second third party system corresponds to a second entity.

4 . The method of claim 2 , wherein at least one of the first third party system or the second third party system invokes a workflow of the collaboration system.

5 . The method of claim 4 , wherein the workflow of the collaboration system notifies the first or second third party system that a generated document has been generated and stored in the collaboration system.

6 . The method of claim 1 , wherein at least one of the third party access points refers to a URL or an API.

7 . The method of claim 1 , further comprising: performing, in the collaboration system, analysis on the generated document.

8 . The method of claim 1 , further comprising redacting a passage from the generated document.

9 . The method of claim 1 , wherein at least a portion of the one or more template parameters refers to at least one of, a local data structure, one or more content objects of a collaboration system, or a spreadsheet, or a plug-in, or a database query, or user input.

10 . A non-transitory computer readable medium having stored thereon a sequence of instructions which, when stored in memory and executed by one or more processors causes the one or more processors to perform a set of acts for automatically generating a content object in a collaboration system, the set of acts comprising:

performing a docgen process, wherein the docgen process uses one or more template parameters to generate a generated document that is stored in a collaboration system;

performing, in the collaboration system, analysis on the one or more template parameters;

determining that the one or more template parameters refers to one or more third party access points; and

receiving, responsive to accessing the one or more third party access points, one or more data values corresponding to the one or more template parameters.

11 . The non-transitory computer readable medium of claim 10 , wherein two of the one or more third party access points correspond to a respective first third party system and a second third party system.

12 . The non-transitory computer readable medium of claim 11 , wherein the first third party system corresponds to a first entity and the second third party system corresponds to a second entity.

13 . The non-transitory computer readable medium of claim 11 , wherein at least one of the first third party system or the second third party system invokes a workflow of the collaboration system.

14 . The non-transitory computer readable medium of claim 13 , wherein the workflow of the collaboration system notifies the first or second third party system that a generated document has been generated and stored in the collaboration system.

15 . The non-transitory computer readable medium of claim 10 , wherein at least one of the third party access points refers to a URL or an API.

16 . The non-transitory computer readable medium of claim 10 , further comprising instructions which, when stored in memory and executed by the one or more processors causes the one or more processors to perform acts of: performing, in the collaboration system, analysis on the generated document.

17 . The non-transitory computer readable medium of claim 10 , further comprising instructions which, when stored in memory and executed by the one or more processors causes the one or more processors to perform acts of redacting a passage from generated document.

18 . The non-transitory computer readable medium of claim 10 , wherein at least a portion of the one or more template parameters refers to at least one of, a local data structure, one or more content objects of a collaboration system, or a spreadsheet, or a plug-in, or a database query, or user input.

19 . A system for automatically generating a content object in a collaboration system, the system comprising:

a storage medium having stored thereon a sequence of instructions; and

one or more processors that execute the sequence of instructions to cause the one or more processors to perform a set of acts, the set of acts comprising,

performing a docgen process, wherein the docgen process uses one or more template parameters to generate a generated document that is stored in a collaboration system;

performing, in the collaboration system, analysis on the one or more template parameters;

determining that the one or more template parameters refers to one or more third party access points; and

receiving, responsive to accessing the one or more third party access points, one or more data values corresponding to the one or more template parameters.

20 . The system of claim 19 , wherein two of the one or more third party access points correspond to a respective first third party system and a second third party system.

Assignments (3)
SECURITY INTEREST Recorded Jul 26, 2023
From: BOX, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION
Reel/Frame 064389/0686 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 23, 2023
From: GANESH, IYER NIRMAL
To: BOX, INC.
Reel/Frame 063082/0705 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 22, 2022
From: DEO, NACHIKET; GUPTA, VIRENDER; GANESH, NIRMAL
To: BOX, INC.
Reel/Frame 062191/0106 →