Docusign, Inc.

Ronald Hirson

Andrew James Ashlock

Mark Douglas Belanger

Ryan J Cox

Darren Hon Kit Louie

Thibault De Valroger

Olivier Pin

Michael Yatsko

An online document system provides a recommendation for one or more features within the online document system to an entity. The online document system accesses a set of feature training data to train a machine learning model. The set of feature training data may describe characteristics of entities associated with the online document system and historical activity associated with the entities' usage of the online document system's features. The machine learning model may be configured to identify a feature to recommend to an entity based on the entity's characteristics and history of using other features within the online document system. For example, data representing the entity's user accounts and use of an electronic signature feature is used by the machine learning model to identify a document authentication feature to recommend to the entity. The online document system may then provide the identified feature in a recommendation to the entity.

Machine learned feature recommendation engine in a digital transaction management platform

A system and a method are disclosed for receiving a request for a user to perform a plurality of activities with respect to a secure document, a given activity of the plurality activities being assigned based on a known parameter of the user. The system transmits the request to the user, and responsive to detecting an interaction with the request, determines that the known parameter has changed. The system responsively determines requirements for performing the plurality of activities based on a replacement parameter of the user, determines a replacement activity based on the requirements, and transmits a new request to the user, the new request replacing the given activity with the replacement activity.

Modifying elements of a secure document workflow based on change in profile of recipient

An online document system manages access to features within the online document system. The online document system may receive and fulfill a request from a first entity to sponsor a feature for a second entity. The online document system may determine an access policy to restrict access to the sponsored feature. For example, the access policy may include a requirement that the second entity only use the sponsored feature with the first entity. The first entity may provide a second access policy to the online document system to enforce. If the second entity satisfies requirements of the access policies, the online document system may then provide access to the second entity to use the sponsored feature.

Feature access control in a digital transaction management platform

A system and a method are disclosed for receiving a request for a user to perform a plurality of activities with respect to a secure document. The system determines requirements for performing each respective activity of the plurality of activities. The system retrieves profile data for the user, and determines based on the profile data a subset of the activities directed to achieving a result that is reflected in the profile data. The system transmits a modified version of the request to the user, the modified version eliminating the subset from the plurality of activities.

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San Francisco, CA, United States of America

Ronald Hirson