IP Library Patent Application 18141194
Patent Application
App. No. 18/141,194

SEMANTIC SEARCH AND SUMMARIZATION FOR ELECTRONIC DOCUMENTS

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Quick Facts
Patent No.
US None
App. No.
18/141,194
Filed
Apr 28, 2023
Art Unit
2154
USPC
707/722
Abstract

Techniques for an artificial intelligence (AI) platform to search a document collection are described. Embodiments may use AI and machine learning techniques within a framework of an electronic document management system to perform semantic searching of an electronic document or a collection of electronic documents for certain types of information. The AI platform may summarize the information in a natural language representation of a human language. Other embodiments are described and claimed.

Claims (40)

1 . A method, comprising:

receiving a search query for information within an electronic document in a natural language representation;

generating a contextualized embedding for the search query to form a search vector;

retrieving a set of candidate document vectors that are semantically similar to the search vector from a document index of contextualized embeddings for the electronic document;

sending a request to a generative artificial intelligence (AI) model for an abstractive summary of document content for a subset of candidate document vectors, the abstractive summary to comprise a natural language representation; and

receiving a response with the abstractive summary from the generative AI model.

2 . The method of claim 1 , comprising receiving the search query from a search box of a graphical user interface (GUI) on a web page or a click event on a GUI element on the web page.

3 . The method of claim 1 , wherein the electronic document is an unsigned electronic agreement with metadata comprising signature tag marker element (STME) information suitable to receive an electronic signature.

4 . The method of claim 1 , wherein the contextualized embedding comprises a vector representation of a sequence of words that includes contextual information for the sequence of words.

5 . The method of claim 1 , comprising training a bidirectional encoder representations from transformers (BERT) language model composed of multiple transformer encoder layers using training data from electronic documents associated with a defined entity and having an electronic signature.

6 . The method of claim 1 , comprising generating the contextualized embeddings using a transformer architecture, the transformer architecture to comprise a bidirectional encoder representations from transformers (BERT) language model composed of multiple transformer encoder layers.

7 . The method of claim 1 , comprising:

generating the contextualized embeddings using a bidirectional encoder representations from transformers (BERT) language model;

indexing the contextualized embeddings for the electronic document to form the document index; and

storing the document index in a database.

8 . The method of claim 1 , wherein the contextualized embeddings are a word level vector, a sentence level vector, or a paragraph level vector.

9 . The method of claim 1 , comprising retrieving the set of candidate document vectors that are semantically similar to the search vector using a semantic ranking algorithm.

10 . A non-transitory computer-readable storage medium, the computer-readable storage medium including instructions that when executed by a computer, cause the computer to:

receive a search query for information within an electronic document in a natural language representation;

generate a contextualized embedding for the search query to form a search vector;

retrieve a set of candidate document vectors that are semantically similar to the search vector from a document index of contextualized embeddings for the electronic document;

send a request to a generative artificial intelligence (AI) model for an abstractive summary of document content for a subset of candidate document vectors, the abstractive summary to comprise a natural language representation; and

receive a response with the abstractive summary from the generative AI model.

11 . The computer-readable storage medium of claim 10 , comprising instructions that when executed by a computer cause the computer to receive the search query from a search box of a graphical user interface (GUI) on a web page or a click event on a GUI element on the web page.

12 . The computer-readable storage medium of claim 10 , wherein the electronic document is an unsigned electronic agreement with metadata comprising signature tag marker element (STME) information suitable to receive an electronic signature.

13 . The computer-readable storage medium of claim 10 , wherein the contextualized embedding comprises a vector representation of a sequence of words that includes contextual information for the sequence of words.

14 . The computer-readable storage medium of claim 10 , comprising instructions that when executed by a computer cause the computer to train a bidirectional encoder representations from transformers (BERT) language model composed of multiple transformer encoder layers using training data from electronic documents associated with a defined entity and having an electronic signature.

15 . The computer-readable storage medium of claim 10 , comprising instructions that when executed by a computer cause the computer to generate the contextualized embeddings using a transformer architecture, the transformer architecture to comprise a bidirectional encoder representations from transformers (BERT) language model composed of multiple transformer encoder layers.

16 . A computing apparatus comprising:

processing circuitry; and

a memory storing instructions that, when executed by the processing circuitry, cause the processing circuitry to:

receive a search query for information within an electronic document in a natural language representation;

generate a contextualized embedding for the search query to form a search vector;

retrieve a set of candidate document vectors that are semantically similar to the search vector from a document index of contextualized embeddings for the electronic document;

send a request to a generative artificial intelligence (AI) model for an abstractive summary of document content for a subset of candidate document vectors, the abstractive summary to comprise a natural language representation; and

receive a response with the abstractive summary from the generative AI model.

17 . The computing apparatus of claim 16 , the processing circuitry to receive the search query from a search box of a graphical user interface (GUI) on a web page or a click event on a GUI element on the web page.

18 . The computing apparatus of claim 16 , wherein the electronic document is an unsigned electronic agreement with metadata comprising signature tag marker element (STME) information suitable to receive an electronic signature.

19 . The computing apparatus of claim 16 , wherein the contextualized embedding comprises a vector representation of a sequence of words that includes contextual information for the sequence of words.

20 . The computing apparatus of claim 16 , the processing circuitry to train a bidirectional encoder representations from transformers (BERT) language model composed of multiple transformer encoder layers using training data from electronic documents associated with a defined entity and having an electronic signature.

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 31, 2024
From: HE, YAN; ZAKHVATOV, ALEXEY; LAM, YAN PUI; SRIVASTAVA, SOUMYA; GREBELSKI, MARIO M.; HASAN, SOULEIMAN; SHARMA, ABHINAV U.
To: DOCUSIGN, INC.
Reel/Frame 068131/0566 →