IP Library › Granted Patent US 11,727,202
Granted Patent B2
US 11,727,202 · App. 16/168,213 · Granted Aug 15, 2023

System and method for automated online notarization meeting recovery

Inventors: Rhan Kathleen Kim (Boston, MA); Alexander James Jenkins (Wellesley, MA); Russell Morton (Wellesley, MA); Arturo Gonzalez, II (Cambridge, MA); Raynor Joseph Kuang (Boston, MA); Nicholas Guo Ying Teo (Cambridge, MD)
Assignee: Notarize, Inc.
G06F40/171G06F3/0304G06F3/03545G06F3/04883G06F21/32G06F21/645G06F40/174G06Q10/10G06Q40/03G06Q50/18H04L9/3247H04L12/1831G06F2211/004
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Quick Facts
Patent No.
US 11,727,202
App. No.
16/168,213
Granted
Aug 15, 2023
Kind
B2
Abstract

A system and method for electronic signature validation is provided. Embodiments may include initiating, using a computing device, an online notarization meeting between a signer and an agent and displaying, at a graphical user interface, a first electronic document associated with the online notarization meeting. Embodiments may also include allowing, at the graphical user interface, one or more edits to the first electronic document to generate a partially completed first electronic document and displaying, at the graphical user interface, a user selectable option to lock the partially completed first electronic document. In response to receiving a selection of the user selectable option, embodiments may further include storing the partially completed first electronic document. Embodiment may further include determining that the online notarization meeting has been interrupted and recovering, after the interruption, the partially completed first electronic document.

Claims (41)

1. An electronic signature validation method comprising:

initiating, using a computing device, an online notarization meeting between a signer and an agent, wherein the online notarization meeting comprises a first online notarization meeting associated with a transaction;

causing to display, at a graphical user interface, an electronic document associated with the online notarization meeting;

generating a partially completed electronic document, based on, at least in part, one or more edits to the electronic document;

causing to display, at the graphical user interface, a user selectable option to reject the partially completed electronic document and upon selection of the option to reject, causing to display, at the graphical user interface, one or more user selectable reasons for rejection;

causing to display, at the graphical user interface, a user selectable option for the agent to revert a completed status of the electronic document to an incomplete status;

causing to display, at the graphical user interface, a user selectable option to lock the partially completed electronic document, wherein the graphical user interface is configured to allow one or more edits to be made until the partially completed electronic document is locked;

in response to receiving a selection of the user selectable option, storing the partially completed electronic document;

determining that the online notarization meeting has been interrupted by an issue beyond a control of the signer and the agent;

in response to determining that first online notarization meeting has been interrupted, initiating a second online notarization meeting associated with the transaction, the second online notarization meeting is initiated based on the partially completed electronic document;

recovering, after the interruption, the partially completed electronic document;

automatically processing the partially completed electronic document after the determining; and

recovering, after the interruption, a video recording associated with the online notarization meeting.

2. The electronic signature validation method of claim 1 further comprising:

causing to display, at the graphical user interface, a listing of a plurality of electronic documents, wherein the listing includes the partially completed electronic document and at least one fully completed electronic document, wherein the plurality of electronic documents associated with the online notarization meeting includes the partially completed electronic document and at least one fully completed electronic document.

3. The electronic signature validation method of claim 1 further comprising:

determining that the electronic document associated with the online notarization meeting is completed; and

automatically locking the completed electronic document.

4. A computer readable storage medium having stored thereon one or more instructions that when executed by a computer result in one or more operations associated with an electronic signature validation method, the operations comprising:

initiating, using a computing device, an online notarization meeting between a signer and an agent, wherein the online notarization meeting comprises a first online notarization meeting associated with a transaction;

causing to display, at a graphical user interface, an electronic document associated with the online notarization meeting;

generating a partially completed electronic document, based on, at least in part, one or more edits to the electronic document;

causing to display, at the graphical user interface, a user selectable option to reject the partially completed electronic document and upon selection of the option to reject, causing to display, at the graphical user interface, one or more user selectable reasons for rejection;

causing to display, at the graphical user interface, a user selectable option for the agent to revert a completed status of the electronic document to an incomplete status;

causing to display, at the graphical user interface, a user selectable option to lock the partially completed electronic document, wherein the graphical user interface is configured to allow one or more edits to be made until the partially completed electronic document is locked;

in response to receiving a selection of the user selectable option, storing the partially completed electronic document;

determining that the online notarization meeting has been interrupted by an issue beyond a control of the signer and the agent;

in response to determining that first online notarization meeting has been interrupted, initiating a second online notarization meeting associated with the transaction, the second online notarization meeting is initiated based on the partially completed electronic document;

recovering, after the interruption, the partially completed electronic document;

automatically processing the partially completed electronic document after the determining; and

recovering, after the interruption, a video recording associated with the online notarization meeting.

5. The computer readable storage medium of claim 4 further comprising:

causing to display, at the graphical user interface, a listing of a plurality of electronic documents, wherein the listing includes the partially completed electronic document and at least one fully completed electronic document, wherein the plurality of electronic documents associated with the online notarization meeting includes the partially completed electronic document and at least one fully completed electronic document.

6. The computer readable storage medium of claim 4 further comprising:

determining that the electronic document associated with the online notarization meeting is completed; and

automatically locking the completed electronic document.

7. An electronic signature validation system comprising:

at least one processor configured to initiate an online notarization meeting between a signer and an agent, wherein the online notarization meeting comprises a first online notarization meeting associated with a transaction, the at least one processor further configured to cause to display, at a graphical user interface, an electronic document associated with the online notarization meeting, the at least one processor further configured to generate a partially completed electronic document, based on, at least in part, one or more edits to the electronic document, the at least one processor further configured to cause to display, at the graphical user interface, a user selectable option to reject the partially completed electronic document and upon selection of the option to reject, cause to display, at the graphical user interface, one or more user selectable reasons for rejection, the at least one processor further configured to cause to display, at the graphical user interface, a user selectable option for the agent to revert a completed status of the electronic document to an incomplete status, the at least one processor further configured to cause to display, at the graphical user interface, a user selectable option to lock the partially completed electronic document, wherein the graphical user interface is configured to allow one or more edits to be made until the partially completed electronic document is locked, and in response to receiving a selection of the user selectable option, the at least one processor further configured to enable a storing of the partially completed electronic document, the at least one processor further configured to determine that the online notarization meeting has been interrupted by an issue beyond a control of the signer and the agent, the at least one processor further configured to, in response to determining that first online notarization meeting has been interrupted, initiate a second online notarization meeting associated with the transaction, the second online notarization meeting is initiated based on the partially completed electronic document, the at least one processor further configured to recover, after the interruption, the partially completed electronic document, the at least one processor further configured to automatically process the partially completed electronic document after the determining, the at least one processor further configured to cause the storing, in association with the transaction, of a plurality of video recordings, the plurality of video recordings comprising a first video recording for the first online notarization meeting and a second video recording for the second online notarization meeting.

8. The electronic signature validation system of claim 7 wherein the at least one processor is further configured to cause to display, at the graphical user interface, a listing of a plurality of electronic documents, wherein the listing includes the partially completed electronic document and at least one fully completed electronic document, wherein the plurality of electronic documents associated with the online notarization meeting includes the partially completed electronic document and at least one fully completed electronic document.

9. The electronic signature validation system of claim 7 , wherein the at least one processor is further configured to recover, after the interruption, a video recording associated with the online notarization meeting.

10. The electronic signature validation system of claim 7 wherein the at least one processor is further configured to determine that the electronic document associated with the online notarization meeting is completed, wherein the at least one processor is further configured to automatically lock the completed electronic document.

Assignments (6)
SECURITY INTEREST Recorded Jun 18, 2026
From: NOTARIZE, INC.
To: PINEGROVE MASTER SERVICER, LLC
Reel/Frame 075010/0438 →
AMENDED AND RESTATED INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Sep 28, 2022
From: NOTARIZE, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 061555/0310 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Nov 25, 2020
From: NOTARIZE, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 054526/0081 →
RELEASE OF SECURITY INTEREST Recorded Nov 20, 2020
From: SILICON VALLEY BANK
To: NOTARIZE, INC.
Reel/Frame 054427/0513 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 14, 2020
From: KIM, RHAN KATHLEEN; JENKINS, ALEXANDER JAMES; MORTON, RUSSELL; GONZALEZ, ARTURO, II; KUANG, RAYNOR JOSEPH; TEO, NICHOLAS GUO YING
To: NOTARIZE, INC.
Reel/Frame 054047/0753 →
SECURITY INTEREST Recorded Feb 5, 2019
From: NOTARIZE, INC.
To: SILICON VALLEY BANK
Reel/Frame 048239/0361 →
Continuity (2)
Provisional Application 62575772 · Oct 23, 2017
Related Publication 20190121846A1 · Apr 25, 2019