Automated document preparation system for multinational organizations
Summary
The USPTO granted Patent US12591624B2 to Orbitax LLC for a system that automatically prepares documents for multinational organizations. The invention generates document preparation workflows based on organizational data, charts, transactions, and configurable role-based nodes. The patent contains 20 claims and covers methods, systems, and computer program products for automated document execution.
What changed
USPTO issued Patent US12591624B2 on March 31, 2026, covering a system, method, and computer program product for automatically preparing documents for multinational organizations. The technology generates workflow sequences based on organizational data (including org charts and transactions) and rules data, with configurable nodes that identify roles and execute automated actions. The patent was filed as Application No. 19034803 on January 23, 2025, with 20 claims allowed.
This is a routine patent grant with no compliance obligations or regulatory deadlines. Technology companies, software developers, and document management system providers may wish to review the claims to assess potential patent clearance implications for their own product development. No action is required unless the entity's products or services could fall within the scope of the granted claims.
Source document (simplified)
System, method, and computer program product for automatically preparing documents for a multi-national organization
Grant US12591624B2 Kind: B2 Mar 31, 2026
Assignee
Orbitax LLC
Inventors
Gratian Joseph
Abstract
Provided is a system, method, and apparatus for automatically preparing documents for a multi-national organization. The method includes generating a document preparation workflow based on multi-national organization data for the multi-national organization, the document preparation workflow including a sequence of nodes based on multi-national organization data and rules data, the multi-national organization data including at least one multi-national organization chart and transactions associated with the multi-national organization, configuring at least one node of the sequence of nodes by identifying at least one role associated with the at least one node of a plurality of roles, and executing the document preparation workflow by automatically performing a plurality of actions associated with the sequence of nodes based on the multi-national organization data and the rules data.
CPC Classifications
G06F 16/93 G06Q 10/06 G06Q 40/123
Filing Date
2025-01-23
Application No.
19034803
Claims
20
Related changes
Source
Classification
Who this affects
Taxonomy
Browse Categories
Get Banking & Finance alerts
Weekly digest. AI-summarized, no noise.
Free. Unsubscribe anytime.
Get alerts for this source
We'll email you when ChangeBridge: Patent Grants - Business Methods (G06Q) publishes new changes.