Granted Patent B2

US 12,229,066 · App. 18/541,751 · Granted Feb 18, 2025

Inventors: Kyle Disterheft (Lombard, IL); Pablo Bernal Alcazar (Chicago, IL); Alexander Hodges (Chicago, IL); Brian Wittenberg (Park Ridge, IL); Daniel Miller (Chicago, IL); Jakub Jezusek (Chicago, IL); Orin Xie (Chicago, IL); Vladimir Kolmakov (Chicago, IL)

Assignee: RELATIVITY ODA LLC

G06F13/38G06F3/0482G06Q10/0633G06V30/40

Abstract

Claims (75)

1. A system for building automated workflow sequences associated with a document review platform, the system comprising:

one or more processors;

one or more non-transitory memories coupled to the one or more processors and storing instructions associated with a first application of the document review platform that when executed by the one or more processors, cause the one or more processors to:

present a workflow editor user interface to create a workflow, the workflow editor user interface including:

an add function block user-selectable option;

one or more function blocks of the workflow, wherein the workflow editor user interface adds a function block to the workflow when the workflow editor user interface detects a selection of the add function block user-selectable option;

wherein the one or more function blocks include at least one of (i) a user-selectable option to select or define a trigger event or (ii) a user-selectable option to select or define an action; and

one or more relationship elements indicating relationships between the one or more function blocks;

detect an indication that the workflow is ready for deployment, the workflow including one or more trigger events and one or more actions;

translate the workflow into a logic-based representation of the workflow; and

deploy the logic-based representation of the workflow to a data bus monitor, wherein deploying the logic-based representation of the workflow causes the data bus monitor to monitor a data bus for occurrences of the one or more trigger events.

2. The system of claim 1 , wherein the instructions further cause the one or more processors to receive an instruction from the data bus monitor in response to the data bus monitor detecting an occurrence of a particular trigger event of the one or more trigger events, the instruction causing the one or more processors to perform a particular action of the one or more actions of the workflow.

3. The system of claim 2 , wherein the particular trigger event is collection of a document at a staging area of the document review platform, and the particular action is a pre-processing action performed during ingestion of the document to a workspace of the document review platform.

4. The system of claim 2 , wherein the particular trigger event is ingestion of a document to a workspace of the document review platform, and the particular action is a document review task performed by a second application of the document review platform.

5. The system of claim 1 , wherein the one or more processors are coupled to:

a trigger event database storing definitions of trigger events, and

an action database storing definitions of actions.

6. The system of claim 5 , wherein to define a new trigger event, the instructions further cause the one or more processors to:

generate a definition of the new trigger event in response to the workflow editor user interface detecting a selection of the user-selectable option to define the new trigger event; and

store the definition of the new trigger event in the trigger event database.

7. The system of claim 5 , wherein to define a new action, the instructions further cause the one or more processors to:

generate a definition of the new action in response to the workflow editor user interface detecting a selection of the user-selectable option to define the new action; and

store the definition of the new action in the action database.

8. The system of claim 7 , wherein:

the user-selectable option to add the new action includes a field to enter parameters defining the new action; and

the definition of the new action includes a mapping of the parameters defining the new action to a format corresponding to an application programming interface (API).

9. The system of claim 5 , wherein a definition included in the definitions of trigger events indicates at least one of a parameter of data communicated over a data bus or an identifier associated with a data bus.

10. The system of claim 1 , wherein a relationship element of the one or more relationship elements indicates that a first function block of the one or more function blocks is to be executed at least one of (i) in parallel with, or (ii) after, a second function block of the one or more function blocks.

11. The system of claim 1 , wherein a selectable trigger event includes completion of a type of document review task.

12. The system of claim 11 , wherein the type of document review task is: a search index build, an analytics index build, a structured analytics set build, a document review platform script, or an optical character recognition (OCR) set build.

13. The system of claim 1 , wherein the user-selectable option to select the action includes a selection element for a type of document review task, and wherein the user-selectable option to select the action includes a field to select at least one of (i) a pre-defined document review task of the type of document review task, or (ii) a new document review task of the type of document review task.

14. The system of claim 13 , wherein the type of document review task is: building a search index, running a search terms report, building a conceptual analytics index, clustering documents, performing optical character recognition (OCR) on a set of documents, or imaging a set of documents.

15. A method for building automated workflow sequences associated with a first application of a document review platform performed by one or more processors, the method comprising:

presenting a workflow editor user interface to create a workflow, wherein the workflow editor user interface includes an add function block user-selectable option;

adding a function block to the workflow by:

detecting a selection of the add function block user-selectable option;

presenting, via the workflow editor user interface, a function block in response to detecting the selection of the add function block user-selectable option, the function block including at least one of (i) a user-selectable option to select or define a trigger event or (ii) a user-selectable option to select or define an action; and

presenting the function block including at least one of a selected trigger event or a selected action;

detecting an indication that the workflow is ready for deployment, the workflow including one or more trigger events and one or more actions;

translating the workflow into a logic-based representation of the workflow; and

deploying the logic-based representation of the workflow to a data bus monitor, wherein deploying the logic based-representation of the workflow causes the data bus monitor to monitor a data bus for occurrences of the one or more trigger events.

16. The method of claim 15 , further comprising:

receiving an instruction from the data bus monitor in response to the data bus monitor detecting an occurrence of a particular trigger event of the one or more trigger events, the instruction causing the one or more processors to perform a particular action of the one or more actions of the workflow.

17. The method of claim 16 , wherein the particular trigger event is collection of a document at a staging area of the document review platform, and the particular action is a pre-processing action performed during ingestion of the document to a workspace of the document review platform.

18. The method of claim 16 , wherein the particular trigger event is ingestion of a document to a workspace of the document review platform, and the particular action is a document review task performed by a second application of the document review platform.

19. The method of claim 15 , wherein the function block is a first function block, and wherein the method further comprises:

before detecting an indication that the workflow is ready for deployment, adding a second function block to the workflow; and

presenting a relationship element indicating the relationship between the first function block and the second function block.

20. The method of claim 15 , further comprising:

after deploying the logic-based representation of the workflow, presenting a workflow user interface to monitor the deployed logic-based representation of the workflow;

receiving a status of at least one selected action of the function blocks included in the workflow; and

presenting an indication of the status via the workflow user interface.

21. The method of claim 15 , wherein the list of trigger events includes a particular trigger event corresponding to collection of a document in the document review platform, ingestion of a document to the document review platform, a particular time, a particular date, completion of an automated workflow, a change in a saved search, completion of an imaging set, or completion of a cluster set build.

22. The method of claim 21 , wherein presenting the user-selectable option to select or define the trigger event comprises:

presenting a field corresponding to the particular trigger event.

23. The method of claim 15 , wherein a selectable action corresponds to executing a document review platform script, sending an email, running a structured analytics set, tagging documents in a saved search, or moving documents to a folder.

24. The method of claim 23 , wherein presenting the user-selectable option to select or define the action from the list of actions comprises:

presenting a field corresponding to the particular action.

25. The method of claim 15 , wherein:

a particular trigger event corresponds to completion of a type of document review task;

presenting the user-selectable option to select or define the trigger event for the particular trigger event includes presenting a field to select a document review task of the type of document review task; and

the type of document review task is: a search index build, an analytics index build, a structured analytics set build, a document review platform script, or an optical character recognition (OCR) set build.

26. The method of claim 15 , wherein:

a particular action corresponds to a type of document review task;

presenting the user-selectable option to select or define the action for the particular action includes presenting a field to select at least one of (i) a pre-defined document review task of the type of document review task, or (ii) a new document review task of the type of document review task; and

the type of document review task is: building a search index, running a search terms report, building a conceptual analytics index, clustering documents, performing optical character recognition (OCR) on a set of documents, or imaging a set of documents.

27. A tangible, non-transitory computer-readable medium storing instructions associated with a first application of a document review platform for building automated workflow sequences associated with the document review platform that, when executed via one or more processors of a computer system, cause the computer system to:

present a workflow editor user interface to create a workflow, wherein the workflow editor user interface includes an add function block user-selectable option;

add a function block to the workflow by:

detecting a selection of the add function block user-selectable option;

presenting, via the workflow editor user interface, a function block in response to detecting the selection of the add function block user-selectable option, the function block including at least one of (i) a user-selectable option to select or define a trigger event or (ii) a user-selectable option to select or define an action; and

presenting the function block including at least one of a selected trigger event or a selected action;

detect an indication that the workflow is ready for deployment, the workflow including one or more trigger events and one or more actions;

translate the workflow into a logic-based representation of the workflow; and

deploy the logic-based representation of the workflow to a data bus monitor, wherein deploying the logic-based representation of the workflow causes the data bus monitor to monitor a data bus for occurrences of the one or more trigger events.

Assignments (2)

Continuity (3)

References Cited (11)