The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Mar. 01, 2022
Filed:
Sep. 04, 2019
Side, Inc., San Francisco, CA (US);
Edward Wu, San Mateo, CA (US);
Guy Gal, San Francisco, CA (US);
Hilary Saunders, El Granada, CA (US);
Stephen Saunders, El Granada, CA (US);
Christopher Dzoba, San Francisco, CA (US);
Prescott Prue, San Fancisco, CA (US);
Zachary Karrasch, San Francisco, CA (US);
Jeffrey Judkins, Richmond, CA (US);
Elizabeth Paris, San Francisco, CA (US);
Adriano Castro, San Francisco, CA (US);
Mark J. Stefik, Portola Valley, CA (US);
Side, Inc., San Francisco, CA (US);
Abstract
A system and method for document transformation and compliance are provided. Document templates are maintained and each template includes data fields each associated with a data field identifier. Data values are received in one or more of the data fields of at least one document template. The data values are associated with the data fields into which the data values are received via the data field identifiers for those data fields. A property address is received and a set of compliance rules is identified. A subset of the document templates are retrieved as active documents for a transaction of the property based on the identified rules. The active documents are populated with those data fields that are associated with the linked data values via the data field identifiers. Compliance checking of the populated data values in the active documents is performed using a compliance rule set.