# US 12,118,299 B2 · Executing document workflows using document workflow orchestration runtime > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,118,299 B2 - Document ID: US12118299B2 - Status: Granted - Kind: B2 - Application number: 18/323,703 - Filed: 2023-05-25 - Published: 2024-01-04 - Granted: 2024-10-15 - Earliest claimed: 2022-06-29 - Assignees: DocuSign, Inc. - Applicants: DocuSign, Inc. - Inventors: Israel Hilerio; Jeffrey Taihana Tuatini; Kyle Bastien; Sahitya Gollapudi; Zurka Wolford; Christian Joshua Mora - Web page: https://patentgrep.com/patent/US12118299B2 ## CPC - G06F 40/186: Templates - G06F 16/93: Document management systems - G06F 40/106: Display of layout of documents; Previewing - G06F 40/123: Storage facilities - G06F 40/216: using statistical methods - G06F 40/30: Semantic analysis - G06Q 10/103: {Workflow collaboration or project management} - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract A system configures, executes, and monitors document workflows executing using workflow engines executing on cloud platforms. The system generates a platform independent document workflow specification that describes a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a cloud platform. The system compiles the platform independent document workflow specification to generate a platform specific document workflow specification configured for execution on a target workflow engine executing on a target cloud platform. A document workflow orchestration runtime executes and monitors the execution of the platform specific document workflow specification. ## Claims ### Claim 1 A system comprising one or more processors having access to memory, the one or more processors configured to: receive a platform independent document workflow specification specifying a document workflow comprising a plurality of steps associated with a document; select, from a plurality of target platforms, a target platform for executing one or more steps of the plurality of steps; compile the platform independent document workflow specification to generate, based on the one or more steps associated with the document, a platform specific document workflow specification configured for execution on a target workflow engine executing on using the selected target platform; and cause, based on the platform specific document workflow specification, the selected target platform to execute the one or more steps associated with the document. ### Claim 2 (depends on 1) The system of claim 1, wherein to cause the selected target platform to execute the one or more steps, the one or more processors are configured to invoke an application programming interface (API) associated with the selected target platform. ### Claim 3 (depends on 1) The system of claim 1, wherein the selected target platform is a selected first target platform, the one or more steps are first one or more steps, and the platform specific document workflow specification is a first platform specific document workflow specification, the one or more processors being further configured to: select, from the plurality of target platforms, a second target platform for second one or more steps of the plurality of steps; generate, based on the second one or more steps associated with the document, a second platform specific document workflow specification configured for execution using the selected second target platform; and cause, based on the second platform specific document workflow specification, the selected second target platform to execute the second one or more steps associated with the document. ### Claim 4 (depends on 1) The system of claim 1, wherein each target platform of the plurality of target platforms is associated with a corresponding user account, wherein to cause the selected target platform to execute the one or more steps, the one or more processors are configured to provide account information for the corresponding user account to the selected target platform. ### Claim 5 (depends on 1) The system of claim 1, wherein the one or more processors are further configured to select the target platform based on a user account for the target platform. ### Claim 6 (depends on 1) The system of claim 1, wherein the one or more processors are further configured to: determine a type of environment of the target platform, the type of environment comprising one of a test environment, a staging environment, or a production environment; and select the target platform based on the type of environment of the target platform. ### Claim 7 (depends on 1) The system of claim 1, wherein the one or more processors are further configured to: provide a template specification to each of a plurality of organizations; receive the platform independent document workflow specification from an organization of the plurality of organizations; and select the target platform based on information associated with the organization. ### Claim 8 (depends on 7) The system of claim 7, wherein the information associated with the organization comprises an indication that the target platform is to be used by the organization. ### Claim 9 (depends on 1) The system of claim 1, wherein the one or more processors are further configured to determine a status of execution of the platform independent document workflow specification based on a status of execution of the one or more steps at the selected target platform. ### Claim 10 (depends on 1) The system of claim 1, wherein the plurality of steps includes one or more of a document signing step, an identity verification step, a step for configuring a form for receiving information, or a step for presenting a form for receiving information. ### Claim 11 A method comprising: receiving, by one or more processors, a platform independent document workflow specification specifying a document workflow comprising a plurality of steps associated with a document; selecting, by the one or more processors and from a plurality of target platforms, a target platform for executing one or more steps of the plurality of steps; compiling, by the one or more processors, the platform independent document workflow specification to generate, based on the one or more steps associated with the document, a platform specific document workflow specification configured for execution on a target workflow engine executing on the selected target platform; and causing, by the one or more processors and based on the platform specific document workflow specification, the selected target platform to execute the one or more steps associated with the document. ### Claim 12 (depends on 11) The method of claim 11, wherein causing the selected target platform to execute the one or more steps comprises invoking an application programming interface (API) associated with the selected target platform. ### Claim 13 (depends on 11) The method of claim 11, wherein the selected target platform is a selected first target platform, the one or more steps are first one or more steps, and the platform specific document workflow specification is a first platform specific document workflow specification, the method further comprising: selecting, by the one or more processors and from the plurality of target platforms, a second target platform for second one or more steps of the plurality of steps; generating, by the one or more processors and based on the second one or more steps associated with the document, a second platform specific document workflow specification configured for execution using the selected second target platform; and causing, by the one or more processors and based on the second platform specific document workflow specification, the selected second target platform to execute the second one or more steps associated with the document. ### Claim 14 (depends on 11) The method of claim 11, wherein each target platform of the plurality of target platforms is associated with a corresponding user account, wherein causing the selected target platform to execute the one or more steps comprises providing account information for the corresponding user account to the selected target platform. ### Claim 15 (depends on 11) The method of claim 11, further comprising selecting, by the one or more processors, the target platform based on a user account for the target platform. ### Claim 16 (depends on 11) The method of claim 11, further comprising: determining, by the one or more processors, a type of environment of the target platform, the type of environment comprising one of a test environment, a staging environment, or a production environment; and selecting, by the one or more processors, the target platform based on the type of environment of the target platform. ### Claim 17 (depends on 11) The method of claim 11, further comprising: providing, by the one or more processors, a template specification to each of a plurality of organizations; receiving, by the one or more processors, the platform independent document workflow specification from an organization of the plurality of organizations; and selecting, by the one or more processors, the target platform is based on information associated with the organization. ### Claim 18 (depends on 17) The method of claim 17, wherein the information associated with the organization comprises an indication that the target platform is to be used by the organization. ### Claim 19 (depends on 11) The method of claim 11, further comprising determining, by the one or more processors, a status of execution of the platform independent document workflow specification based on a status of execution of the one or more steps at the selected target platform. ### Claim 20 Non-transitory computer-readable storage media storing executable instructions that, when executed by one or more processors, cause the one or more processors to: receive a platform independent document workflow specification specifying a document workflow comprising a plurality of steps associated with a document; select, from a plurality of target platforms, a target platform for executing one or more steps of the plurality of steps; compile the platform independent document workflow specification to generate, based on the one or more steps associated with the document, a platform specific document workflow specification configured for execution on a target workflow engine executing on using the selected target platform; and cause, based on the platform specific document workflow specification, the selected target platform to execute the one or more steps associated with the document.