Post-completion action management in online document system
A system receives a set of rules associated with a document type from a supplier entity. Each rule identifies a set of conditions and a set of actions to be taken after a document of a document type is signed if the set of conditions is satisfied. When a supplier entity sends a document of the document type to a signing entity and the signing entity provides an electronic signature, the system determines whether conditions of rules associated with the document type are satisfied. For each rule that is satisfied, the system performs actions identified by the rule.
1. A method comprising:
determining, by processing circuitry, a rule for a document type based on a previously performed action associated with one or more historical documents of the document type;
providing, by the processing circuitry, a document of the document type to a signing entity;
in response to receiving an electronic signature from the signing entity for the document and a determination to implement the rule for the document type, determining, by the processing circuitry, whether the rule for the document type is satisfied by the document; and
in response to determining that the rule is satisfied, performing, by the processing circuitry, a set of actions identified by the rule for the document type.
2. The method of claim 1 ,
wherein the rule for the document type identifies a set of conditions;
wherein determining whether the rule for the document type is satisfied comprises determining whether the set of conditions are satisfied by the document; and
wherein performing the set of actions is responsive to determining that the set of conditions are satisfied by the document.
3. The method of claim 2 , further comprising:
causing, by the processing circuitry, a generation of an interface configured to receive a selection of the rule; and
determining, by the processing circuitry, to implement the rule based on receiving the selection of the rule.
4. The method of claim 2 , wherein one or more conditions of the set of conditions are based on metadata associated with the document type.
5. The method of claim 2 ,
wherein the set of conditions are selected from a plurality of predetermined conditions generated based on the one or more historical documents; and/or
wherein the set of actions are selected from a plurality of predetermined actions generated based on the one or more historical documents.
6. The method of claim 1 , wherein determining whether the rule for the document type is satisfied is further in response to determining that the document comprises the document type.
7. The method of claim 1 , wherein performing the set of actions comprises:
extracting, by the processing circuitry, data from one or more data fields in the document; and
exporting, by the processing circuitry, the data to a third party system.
8. A system comprising:
processing circuitry; and
computer readable storage media comprising instructions, that when executed, cause the processing circuitry to:
determine a rule for a document type based on a previously performed action associated with one or more historical documents of the document type;
provide a document of the document type to a signing entity;
in response to receiving an electronic signature from the signing entity for the document and a determination to implement the rule for the document type, determine whether the rule for the document type is satisfied by the document; and
in response to a determination that the rule is satisfied, perform a set of actions identified by the rule for the document type.
9. The system of claim 8 ,
wherein the rule for the document type identifies a set of conditions;
wherein to determine whether the rule for the document type is satisfied, the instructions cause the processing circuitry to determine whether the set of conditions are satisfied by the document; and
wherein the instructions cause the processing circuitry to perform the set of actions responsive to a determination that the set of conditions are satisfied by the document.
10. The system of claim 9 , wherein the instructions further cause the processing circuitry to:
cause a generation of an interface configured to receive a selection of the rule; and
determine to implement the rule based on receiving the selection of the rule.
11. The system of claim 9 , wherein one or more conditions of the set of conditions are based on metadata associated with the document type.
12. The system of claim 9 ,
wherein the set of conditions are selected from a plurality of predetermined conditions generated based on the one or more historical documents; and/or
wherein the set of actions are selected from a plurality of predetermined actions generated based on the one or more historical documents.
13. The system of claim 8 , wherein the instructions cause the processing circuitry to determine whether the rule for the document type is satisfied further in response to a determination that the document comprises the document type.
14. The system of claim 8 , wherein to perform the set of actions, the instructions cause the processing circuitry to:
extract data from one or more data fields in the document; and
export the data to a third party system.
15. Non-transitory computer readable storage media comprising instructions that, when executed, cause processing circuitry to:
determine a rule for a document type based on a previously performed action associated with one or more historical documents of the document type;
provide a document of the document type to a signing entity;
in response to receiving an electronic signature from the signing entity for the document and a determination to implement the rule for the document type, determine whether the rule for the document type is satisfied by the document; and
in response to a determination that the rule is satisfied, perform a set of actions identified by the rule for the document type.
16. The non-transitory computer readable storage media of claim 15 ,
wherein the rule for the document type identifies a set of conditions;
wherein to determine whether the rule for the document type is satisfied by the document, the instructions cause the processing circuitry to determine whether the set of conditions are satisfied; and
wherein the instructions cause the processing circuitry to perform the set of actions responsive to a determination that the set of conditions are satisfied by the document.
17. The non-transitory computer readable storage media of claim 16 , wherein the instructions further cause the processing circuitry to:
cause a generation of an interface configured to receive a selection of the rule; and
determine to implement the rule based on receiving the selection of the rule.
18. The non-transitory computer readable storage media of claim 16 , wherein one or more conditions of the set of conditions are based on metadata associated with the document type.
19. The non-transitory computer readable storage media of claim 16 ,
wherein the set of conditions are selected from a plurality of predetermined conditions generated based on the one or more historical documents; and/or
wherein the set of actions are selected from a plurality of predetermined actions generated based on the one or more historical documents.
20. The non-transitory computer readable storage media of claim 15 , wherein the instructions cause the processing circuitry to determine whether the rule for the document type is satisfied further in response to a determination that the document comprises the document type.