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Automated document preparation system for multinational organizations

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Published March 31st, 2026
Detected March 31st, 2026
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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)

← USPTO Patent Grants

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

View original document →

Classification

Agency
USPTO
Published
March 31st, 2026
Instrument
Notice
Legal weight
Non-binding
Stage
Final
Change scope
Minor
Document ID
US12591624B2

Who this affects

Applies to
Technology companies Manufacturers
Industry sector
5112 Software & Technology
Activity scope
Patent Grant
Geographic scope
United States US

Taxonomy

Primary area
Intellectual Property
Operational domain
Legal
Topics
Artificial Intelligence Software & Technology

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