# US 12,216,992 B2 · System and method for electronic document interaction with external resources > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,216,992 B2 - Document ID: US12216992B2 - Status: Granted - Kind: B2 - Application number: 18/390,846 - Filed: 2023-12-20 - Published: 2024-05-02 - Granted: 2025-02-04 - Earliest claimed: 2019-07-25 - Assignees: DocuSign, Inc. - Applicants: DocuSign, Inc. - Inventors: Matthew Roberts; Daniel Charles Selman; Peter Geoffrey Lerato Hunn; Jerome Simeon - Web page: https://patentgrep.com/patent/US12216992B2 ## CPC - G06F 40/186: Templates - G06F 9/547: {Remote procedure calls [RPC]; Web services} - G06F 40/174: Form filling; Merging - G06F 40/205: Parsing - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract A system and method for electronic document management including: creating an executable document object, wherein the executable document object comprises at least one programmable element; constructing an interaction schema object, wherein each interaction schema comprises: executable logic and a trigger as part of an inbound interaction schema or an outbound interaction schema that associates an external resource with the executable document object; and bundling the interaction schema object with the executable document object. The method further includes: in response to triggering an inbound interaction schema trigger: activating the executable logic of the inbound interaction schema, initiating at least one programmable element of the executable document object, and updating the state of the executable document object; and in response to triggering an outbound interaction schema trigger: activating the executable logic of the outbound interaction schema, and modifying the associated external resource with respect to the state of the executable document object. ## Claims ### Claim 1 A method, comprising: receiving information from a first external resource associated with an executable document object of an electronic document managed by a document management system, the executable document object to comprise an executable programmable logic component and a non-executable natural language component; wherein the executable document object is a document clause of the electronic document, and the non-executable natural language component comprises natural language text that identifies data-oriented variables of the document clause; initiating execution of the executable programmable logic component of the executable document object based on the received information; and sending information to a second external resource associated with the executable document object of the electronic document based on the execution of the executable programmable logic component. ### Claim 2 (depends on 1) The method of claim 1, wherein the first external resource comprises an electronic signature service for the document management system and the received information indicates the electronic document is electronically signed with an electronic signature. ### Claim 3 (depends on 1) The method of claim 1, wherein the second external resource comprises a payment service and the sent information indicates approval of a payment obligation associated with the executable document object by the payment service. ### Claim 4 (depends on 1) The method of claim 1, wherein the first external resource comprises an information service for a blockchain and the received information is data from the information service. ### Claim 5 (depends on 1) The method of claim 1, wherein the second external resource comprises a blockchain and the sent information is a request to record data on the blockchain. ### Claim 6 (depends on 1) The method of claim 1, wherein the second external resource comprises a blockchain smart contract and the sent information is a trigger event to execute the blockchain smart contract. ### Claim 7 (depends on 1) The method of claim 1, wherein the second external resource comprises a blockchain smart contract and the sent information is a contract event to approve payment through a payment gateway application programming interface of the blockchain smart contract. ### Claim 8 (depends on 1) The method of claim 1, wherein the second external resource comprises a messaging service and the sent information is a request to send a message by the messaging service. ### Claim 9 (depends on 1) The method of claim 1, comprising updating a state for the executable document object after execution of the executable programmable component. ### Claim 10 An apparatus, comprising: circuitry; and memory operable coupled to the circuitry, the memory to store instructions that when executed by the circuitry causes the circuitry to: receive information from a first external resource associated with an executable document object of an electronic document managed by a document management system, the executable document object to comprise an executable programmable logic component and a non-executable natural language component; wherein the executable document object is a document clause of the electronic document and the non-executable natural language component comprises natural language text that identifies data-oriented variables of the document clause; initiate execution of the executable programmable logic component of the executable document object based on the received information; and send information to a second external resource associated with the executable document object of the electronic document based on the execution of the executable programmable logic component. ### Claim 11 (depends on 10) The apparatus of claim 10, wherein the first external resource comprises an electronic signature service for the document management system and the received information indicates the electronic document is electronically signed with an electronic signature, and the second external resource comprises a payment service and the sent information indicates approval of a payment obligation associated with the executable document object by the payment service. ### Claim 12 (depends on 10) The apparatus of claim 10, wherein the first external resource comprises an information service for a blockchain and the received information is data from the information service, and the second external resource comprises the blockchain and the sent information is a request to record data on the blockchain. ### Claim 13 (depends on 10) The apparatus of claim 10, wherein the second external resource comprises a blockchain smart contract and the sent information is a contract event to approve payment through a payment gateway application programming interface of the blockchain smart contract. ### Claim 14 (depends on 10) The apparatus of claim 10, the circuitry to update a state for the executable document object after execution of the executable programmable component. ### Claim 15 A non-transitory computer readable medium storing instructions that when executed by circuitry causes the circuitry to: receive information from a first external resource associated with an executable document object of an electronic document managed by a document management system, the executable document object to comprise an executable programmable logic component and a non-executable natural language component; wherein the executable document object is a document clause of the electronic document, and the non-executable natural language component comprises natural language text that identifies data-oriented variables of the document clause; initiate execution of the executable programmable logic component of the executable document object based on the received information; and send information to a second external resource associated with the executable document object of the electronic document based on the execution of the executable programmable logic component. ### Claim 16 (depends on 15) The computer readable medium of claim 15, wherein the first external resource comprises an electronic signature service for the document management system and the received information indicates the electronic document is electronically signed with an electronic signature, and the second external resource comprises a payment service and the sent information indicates approval of a payment obligation associated with the executable document object by the payment service. ### Claim 17 (depends on 15) The computer readable medium of claim 15, wherein the first external resource comprises an information service for a blockchain and the received information is data from the information service, and the second external resource comprises the blockchain and the sent information is a request to record data on the blockchain. ### Claim 18 (depends on 15) The computer readable medium of claim 15, wherein the second external resource comprises a blockchain smart contract and the sent information is a contract event to approve payment through a payment gateway application programming interface of the blockchain smart contract. ### Claim 19 (depends on 15) The computer readable medium of claim 15, comprising instructions that when executed by the circuitry causes the circuitry to update a state for the executable document object after execution of the executable programmable component.